PC Flashcards
Field History Tracking for Activities
Turn on field history tracking to track events and tasks and view the changes in related list tab for tasks and events.
Activity Management: Salesforce Classic
-There is no activities tab.
-Activities are created and viewed only from the related record.
Activity Management: Salesforce Lightning
-A Task List view is available.
-Tasks can be created from the list view.
-The Open Activities and Activity History related lists are replaced with the Activities component.
Activites Roll Up
Tasks or events of a Contact can also be displayed in the activity feed of the related Account record.
ACTIVATION To enable this feature, the ‘Roll up activities to a contact’s primary account’ option should be selected in the Activity Settings in Setup.
When roll up settings are updated what is afected and when is it not recoomended to update the roll up setting
-Only new activities are affected.
Existing activities are only affected if they’re updated in a way that causes the roll up to be recalculated, such as when an activity is closed.
-In an org where contacts can relate to multiple accounts, it is not recommended to update the roll up setting.
How many people can be releated to a shared task or a event?
What is a shared activiy?
A Shared Activity is a task or event that is related to multiple contacts, for example, to record attendees of a meeting.
-Up to 50 contacts can be related to a shared task or event.
-When a Primary Contactis selected, the name appears in the Name field and can be used in search filters.
-Shared activities must be enabled in setup.
Your company would like to invite customers to collaborate within groups. Customers do not need access to any Salesforce data or objects. Which Chatter license do you require?
Chatter External licenses provide the access required. Chatter External licenses enable you to invite customers to collaborate in specific groups; most importantly, unlike Chatter Free licenses, customers will only have access to users and information shared within those groups. Chatter External licenses do not grant access to Salesforce objects or data which suits our requirements.
Gmail Integration pt 2
-Sales reps can manually log emails from the Gmail Integration pane, even if the Einstein Activity Capture settings has emails disabled. Salesforce Inbox users who are part of an Einstein Activity Capture configurationthat has emails disabled can also log emails.
-The most relevant record will be selected by default if there are multiple people records that match the email address. The order for people matching is: standard users, contacts, leads, and other users.
-Sales reps can manually log events to records. If relating multiple contacts to tasks and events is enabled, matching contacts are automatically selected. While the integration shows the first 15 matching contacts, reps can log an event to up to 50 contacts or one lead.
Lightning Sync, what is it and what can you do?
Lightning Sync can synchronize contacts and events between a Microsoft Exchange-based calendar and Salesforce.
Lightning Sync can be configured to define who can sync and what items they can sync.
-Private events can be set up to sync between Outlook and Salesforce
-Event attendee details sync automatically when the event organizer is set up to sync events and the email addresses match contacts, leads, or user profiles.
Einstein Activity Capture
How do you turn it on and how can it be used
-Einstein Activity Capture can be used to automatically add email and events from user email and calendar applications to the activity timeline of related records.
-In order to implement Einstein Activity Capture, Lightning Sync must be first turned off
-Email Settings are available to prevent automated email replies from being shared and prevent sensitive emails from being shared.The activity timeline will show why an email was not automatically shared and will provide the user an option to share it.
Chatter Free
-Chatter Free license is free and designed for users who don’t have Salesforce licenses but need access to Chatter.
-Users can access standard Chatter items, but they cannot access any Salesforce objects or data.
-Tabs cannot be seen by users, unlike other Salesforce
-One standard Salesforce license enables up to 5,000 Chatter Free licenses.
Chatter External
The Chatter External license can be used to collaborate with customers in Chatter groups
-One standard Salesforce license currently enables 500 Chatter External licenses.
-Customers can access information and interact with users only in the groups they are invited to.
-Chatter external users have no access to Salesforce objects or data.
Lead Conversion
(Mobile App)
Lead conversion can be performed from mobile by activating the ‘Enable Conversions for Salesforce Mobile’ feature under Lead Settings in Setup.
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Enterprise Territory Management features, such as ‘Users in Assigned Territories’ related list, can be accessed via the Salesforce Mobile App.
- It also allows selecting a checkbox when they’re editing an account to run territory assignment rules when an account is updated and saved.
- Mobile device users working on leads and opportunities can be guided using Paths in the Salesforce mobile app.
Your company is interested in increasing user adoption and measuring key factors such as user login history, as well as adoption of key features including Accounts and Opportunities. This requirement will include a number of reports and at least one dashboard. As the Administrator what should you do first:
The AppExchange has many pre-built solutions, including reports and dashboards. A search for ‘user adoption’ would reveal solutions such as Salesforce Adoption Dashboards by Salesforce Labs. This App includes 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder and 1 Report Folder that focus on identifying whether users are regularly logging in and using key features in Salesforce.
