Activity Mgmt & Collaboration (3%) Flashcards

• Activities • Chatter

1
Q

How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?

A

Post a private message to the recipient.

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2
Q

Activities

A

Activities are records of the interactions your organization has with records such as your accounts, contacts, and opportunities. They can be either tasks or events.

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3
Q

Chatter Groups Features

A

Users in a Chatter group can:
• Collaborate in a private, public, or unlisted group.
• Use Announcements for important messages.
• Post updates, files, and links.
• Include customers in private groups.

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4
Q

The sales director at Ursa Major Solar has a team of 50 sales reps located around the world. The sales director’s team uses the calendar feature in Salesforce so she can access the team’s busy schedule. However, members of the team log their all-day events differently and the sales director wants some uniformity. How should a sales rep create an all-day event in Salesforce?

a. Use a task for an all-day event because then no time fields are needed.
b. Check the all-day event checkbox on the event.
c. Ensure the event is scheduled for times within the Start and End of Day hours.
d. Ask the system administrator to check all-day events in the activity settings.

A

b. Check the all-day event checkbox on the event.
Correct. Using the a//-day event checkbox is the most efficient way to log an all-day event. This avoids the office hours discrepancies of sales reps across multiple time zones.

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5
Q

Ursa Major Solar is implementing Salesforce within its organization. All users at Ursa Major Solar have been loaded into the system, but a small group of users have been identified to be the test users before full company adoption. These test users provide feedback via Chatter to ensure all features and tools are adjusted to work for the company wide deployment. Which actions allow the system administrator to limit Chatter access during rollout to a subset of Salesforce users? (Choose two answers.)

a. Create a permission set with the Enable Chatter permission for the subset of users.
b. Add the subset of users to the company-wide Chatter group.
c. Edit a profile to Enable Chatter for the subset of users.
d. Create an email invitation for the subset of users.

A

a. Create a permission set with the Enable Chatter permission for the subset of users.
Correct. A permission set is a collection of settings and permissions that give users access to various tools and functions, such as Chatter.

c. Edit a profile to Enable Chatter for the subset of users.
Correct. Profiles define how users access objects and data, and what they can do wlthin the application. When users are created, they’re assigned a profile. In this situation, customizing the profile settings of the subset of users can Mm.’t Chatter access to Just the specified subset of users.

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