Desktop and Mobile Administration (3%) Flashcards
What data is available in the Salesforce app?
Standard and custom object data is available.
What functionality is not available in the Salesforce app?
Some standard functionality is not available such as account hierarchy, merge accounts and contacts, manage campaign members.
What functionality related to users is available in the salesforce app?
Create new users(IOS only), edit user details, reset passwords, assign permission sets, activate, deactivate, unlock, freeze, unfreeze users, view login history.
What user related function cannot be done in the salesforce app?
Update role field.
What can be synced Salesforce and Outlook using lightning sync?
Contacts and events.
Which environments are available for selection in the Outlook integration side panel?
Production and sandbox.
What kind of records can be viewed using salesforce outlook integration?
Accounts, cases, contacts, opportunities, leads, users and custom objects.
What happens to items that salesforce cannot automatically assign to records?
Contacts, events, emails and tasks that cannot be assigned automatically appear in the My Unresolved items view to be assigned.
Which mobile app can be integrated with a salesforce org to allow users to share and edit documents via the salesforce app?
Quip.
Which related list can be accessed on an account record in the salesforce app to view information about users in the account’a territory?
Users in assigned territories’ related list.
Which option can be selected in outlook integration to log an email to the exact people and records in salesforce?
Log email.
Which setting can be enabled in a lightning sync configuration to allow syncing repeating events between lightning experience and outlook?
Sync events series’ under ‘event filters’ of the ‘data sets’ section.
Which checkbox can be selected in the salesforce app by a user who would like salesforce to run territory assignment rules when an account is updated and saved?
‘Evaluate this account against territory rules on save’ checkbox.
Which Chatter feature should users use if they don’t want to receive notifications about specific post?
Mute