Activity Management and Collaboration (3%)

Question 1

What is the difference between tasks and events?

Answer 1

A task is a to-do that may or may not have a due date. An event always has a duration.

Question 2

What activity management features can be controlled using settings?

Answer 2

Shared activities, group tasks, recurrence, activity reminders, multi-day events.

Question 3

Where can activities be found within Salesforce?

Answer 3

On the home page, calendar view or activity related list(salesforce classic only) on a record.

Question 4

What are the different types of calendars?

Answer 4

User, Public Calendars and Resources.

Question 5

How do Group Tasks work?

Answer 5

A Group Task is a task that can be assigned to up to 100 users and Salesforce will create a separate copy of the task for each user.

Question 6

When would shared activities be used?

Answer 6

When up to 50 contacts have to be related to one event or task, such as recording all the people invited to a meeting.

Question 7

What can be customized with activities?

Answer 7

Similar to other objects, activity fields, validation rules, record types and page layouts can be customized.

Question 8

In lightning experience, where can a user find activities related to support objects?

Answer 8

The activity timeline.

Question 9

Where can a list of sent emails related to a record be found?

Answer 9

Sent emails are listed in the activity history related list.

Question 10

What is a Chatter feed?

Answer 10

A sorted list of activities (posts, comments, record updates) related to a record or user.

Question 11

What is the usage of Chatter Topics?

Answer 11

Allows Posts to be organized. Can also be used to add topics to records. Views can use topics as a criteria.

Question 12

What is Feed Tracking?

Answer 12

Enables a feed on selected standard and custom objects. Fields can be selected, so that updates to those fields will be displayed in the feed.

Question 13

What are chatter groups and what are the different types?

Answer 13

Chatter groups allow people to collaborate; can be private, public or unlisted.

Question 14

What are the different types of chatter licenses?

Answer 14

Chatter Free, Chatter Only/Plus, Chatter External

Question 15

What are chatter publisher actions?

Answer 15

Actions that are available from the chatter feed, such as post, file, new task, poll. Standard actions are available, custom actions can be defined.

Question 16

What can Chatter Only users do?

Answer 16

They can use features including groups, files and profiles; view accounts, contacts, ideas, answers, content, dashboards, reports, workflows, calendars; and can access up to 10 custom objects.

Question 17

What is a chatter external license used for?

Answer 17

Invite customers (users outside of a company´s domain) to chatter groups for collaboration. They have no access to Salesforce objects and data.

Question 18

What can be done to avoid losing long chatter posts?

Answer 18

Enable drafts in chatter settings.

Question 19

What can chatter free users do?

Answer 19

Chatter free users can access chatter features but have no access to tabs or data.

Question 20

Which license allows users in partner and customer communities to access chatter?

Answer 20

Lightning platform starter

Question 21

What are repeating events called in Salesforce?

Answer 21

In Salesforce Classic, it is called recurring events. In Lightning Experience and Salesforce app, it is called event series.

Question 22

How can users be included in a calendar event?

Answer 22

By using the Attendees field