Desktop & Mobile Administration (3%) Flashcards
• Salesforce mobile app • Lightning for Outlook
What option can be added to Outlook Publisher Layouts?
Quick Actions
Lightning for Outlook
Lightning for Outlook can link emails in Microsoft Outlook to contacts, leads, accounts, opportunities, and cases in Salesforce. It can also relate events to records within Salesforce.
Salesforce Mobile App
The Salesforce app gives you access to the same information you see on your computer, but organized for getting work done while away from the office.
As Salesforce adoption has increased throughout Ursa Major Solar, the sales reps need access to the Salesforce mobile app while on the road. However, the Salesforce mobile app needs to be customized to fit their needs. Which functions can be customized for the Salesforce mobile app? (Choose two answers.)
a. Field permissions
b. Navigation menu content
c. Custom objects
d. Object Compact layout
b. Navigation menu content
Correct. The navigation menu can be customized for the Salesforce mobile app.
d. Object Compact layout
Correct: The Object Compact layout can be customized for the Salesforce mobile app.
Ursa Major Solar uses Outlook for its email needs. As Ursa Major Solar has begun to implement Salesforce, sales reps are concerned that Salesforce won’t integrate with Outlook and they’ll be forced to change email providers (which they don’t want to do). What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook?
a. Accounts
b. Events
c. Tasks
d. Notes
b. Events
Correct. Events in Salesforce can be synchronized between Salesforce and Outlook.