Activity Management and Collaboration Flashcards
• Describe the capabilities of activity management (e.g., manage tasks, events, public calendars, multi-day events, cloud scheduler). • Describe the features of Chatter (e.g., feed, groups, following, security).
What Activity Management features can be controlled using settings?
Shared Activities, Group Tasks, Recurrence, Activity Reminders, Multi-Day Events
How do Group Tasks work?
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.
What are the different types of Calendars?
User, Public Calendars and Resources
What can be customized with Activities?
Similar to other objects, activity fields, validation rules, record types and page layouts can be customized.
When would you use Shared Activities?
When you want to relate up to 50 contacts to one event or task, such as recording all of the people invited to a meeting.
Where would you find a list of sent emails related to a record?
Sent Emails are listed in the Activity History related list.
What is a Chatter Feed?
A related list of activities (posts, comments, record updates) related to a record or user.
What is the usage of Chatter Topics?
Allows Posts to be organised. Can also be used to add topics to records. Views can use topics as a criteria.
What is Feed Tracking?
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.
What are Chatter Groups and what are the different Types?
Chatter Groups allow people to collaborate, can be private, public or unlisted.
What is Chatter Messenger?
Allows real time chat between users that follow each other and will/is retired.
What are Chatter Publisher Actions?
Actions that are available from the Chatter Feed, such as Post, File, New Task, Poll, Standard actions are available, custom actions can be defined.
What are the different types of Chatter Licences?
Chatter Free, Chatter Only/Plus, Chatter External
What is Chatter External licence used for?
Invite customers (users outside of a companies domain) to chatter groups for collaboration. They have no access to SF objects and data.
What can Chatter Only users do?
They can use features including groups, files, profiles, plus view Accounts, Contacts, Ideas, Answers, Content, Dashboards, Workflows, Calendar and can access up to 10 custom objects.
