Desktop/Mobile Admin and AppExchange Flashcards
What data is available on Salesforce1?
Standard and Custom object data is available
What functionality is not available on Salesforce1?
Some standard functionality is not available such as account Hierarchy, merg Accounts and Contacts, and manage Campaign members.
What functionality related to Users is available in SalesforceA?
Create new Users, Edit User Details, Reset Passwords, Assign Permission Sets, Activate, Deactivate, Unlock, Freeze, Unfreeze Users, View Login History
What User related function cannot be done on SalesforceA?
Update Role Field
What can be synced between Salesforce and Outlook using Lightning Sync?
Contacts and Events
Which environments are available for selection in the Lightning for Outlook side panel?
Production and Sandbox
What kind of records can be viewed using Salesforce Lightning for Outlook?
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.
What are the different types of AppExchange Use Cases?
Generic, Functional and Industry Specific
What are some examples of Generic App Exchange Use Cases?
Document Generation, Data Loaders, Document Signing, Email, GeoLocation
What are some examples of Functional AppExchange Use Cases?
Sales, Marketing, Customer Service, Finance, HR
What are some examples of Industry Specific AppExchange Use Cases?
HealthCare and Life Sciences, Real Estate, Education, NonProfit, Financial Services.