Productivity and Collaboration

Question 1

4 Types of Chatter Groups?

Answer 1

-Public Chatter Group
-Private Chatter Group
-Unlisted Group
-Archived Group

Question 2

Public Chatter Group

Answer 2

-Anyone can see and add posts, comments, and files.
-Anyone can join a public group

Question 3

Private Chatter Group

Answer 3

-Only the group name, description and member list are visible to all non-members

Question 4

Unlisted Group

Answer 4

-No user can search for it, or find it or ask to be part of it. Invite only.
-Only members of the group can see it and it’s content.
-Only members of Unlisted groups can delete group feed content.
-Only group members and users with the “Manage Unlisted Groups” permission can see and add posts, comments, and files.

Question 5

Archived Group

Answer 5

-Some groups can be archived
-When a group is archived, people can no longer create posts but previous posts are retained for reference.

Question 6

Broadcast Only Setting

Answer 6

Only Group Owners and managers are allowed to post in the group

Question 7

3 Chatter Licenses?

Answer 7

-Chatter External (most restrictive)
-Chatter Free
-Chatter Only/Plus

Question 8

Chatter External License

Answer 8

-for users who are outside of your company’s email domain
-customers can access information and interact with users only in the groups they’re invited to
-users with this license have no access to Chatter objects or data

Question 9

Chatter Free License

Answer 9

-for users who don’t have SF licenses but must have access to Chatter
-users can access standard chatter items such as people, profiles, groups, and files.
-users with this license cannot access any SF objects or data

Question 10

Chatter Only/Plus License

Answer 10

-available only to existing Chatter Plus customers
-license is for users who don’t have SF licenses but must have access to Chatter and some additional SF objects

Question 11

Chatter Questions

Answer 11

-best answer feature
-answer is selected by a moderator, or the question asker
-best answer can be changed to another answer
-once selected, best answer will appear at top of the list

Question 11

Chatter Questions

Answer 11

-best answer feature
-answer is selected by a moderator, or the question asker
-best answer can be changed to another answer
-once selected, best answer will appear at top of the list

Question 12

AppExchange Cases

Answer 12

-prebuilt solutions or custom functionality
-integrations are popular (integrating other apps with SF)
-saves time/money

Question 13

Activities

Answer 13

1. Tasks
2. Events
3. Calendars
   -each are standard objects with their own tabs (can’t create custom tab)
   -create custom object and “allow” activities

Question 14

Archiving Activities

Answer 14

-events that ended more than 365 days ago
-closed tasks due more than 365 days ago
-closed tasks created more than 365 days ago (if they have no due date)
-once archived they are included in data export files
-SF does not delete archived activities, but users can manually delete them

Question 15

Activity Timeline

Answer 15

-shows activities (tasks, events, etc.) with a particular record i.e. contacts, leads, opportunities, accounts
-if enabled – can use for custom object
-timeline can be filtered by date or activity type
-can use timeline or related lists (user can choose which they like best in profile settings)

Question 16

Sharing Activities

Answer 16

-users can relate up to 50 contacts (or just 1 lead) to an event or a task, only first 15 matching contacts are displayed
-“allow users to relate multiple contacts to events and tasks”
-once enabled, cannot be disabled
-an activity related to a contact is also related to each contact’s primary account
-users must designate one contact as the primary contact on the activity
-if you delete the primary contact, the next contact on the activity’s related list becomes the new primary contact

Question 17

Enhanced Emails

Answer 17

-allows reps to associate emails to relevant records within SF as EmailMessage objects, not tasks
-can send emails within SF
-if not enabled, will be assigned as Tasks in SF
-step up from Enhanced is Einstein Activity Capture

Question 18

Email Templates

Answer 18

-must be marked “available for use”
-users must have access to the folder that the Email Template is in

Question 18

Email Templates

Answer 18

-must be marked “available for use”
-users must have access to the folder that the Email Template is in

Question 19

Calendars

Answer 19

-Public : manage group activities ; everyone view, schedule and update events
-Resource : use to schedule the use of a shared resources (computer, conference room, etc.)
-can create unlimited number of calendars
-users can share calendars with public groups, roles or individual people

Question 20

Calendar Access

Answer 20

-specifies the different options for sharing calendars:
–Hide Details (other people can see whether given times avail but can’t see addtil info about events)
–Hide Details and Add Events (can’t see details of events but can insert events in calendar)
–Show Details (can see info about events)
–Show Details and Add Events (can see and insert)
–Full Access (can see, insert and edit existing events in calendar)

Question 21

Private Events

Answer 21

-can be seen by the event owner and users with the “View All Data” or “Modify All Data” permission
-events with invitees and events being added or changed in another user’s calendar can’t be marked private
-private events can’t be related to other records
-events can be made recurring by adding the “Repeat” checkbox to the Event page layout. Repeat options: Daily, Weekly, Monthly, Yearly

Question 22

Einstein Activity Capture

Answer 22

-keep data between SF and email/calendar up to date
-emails/events we see will be added to Activity Timeline
1. Emails
2. Events
3. Contacts
-only works for Gmail and Outlook
-events are synced between SF and users’ connect Microsoft or Google accounts
-admins can allow for synced events to be related to SF contact and lead records
-can automatically capture emails and events from a connected email account and add them to the activity timeline related SF records, such as accounts and contacts
-if enabled “activity timeline” is required

Question 23

Follow Up (Tasks)

Answer 23

-follow-up event can be created straight from an existing task
-follow up events will copy over all the information from the task into the event and gives you option to specify a location
-follow-up task can also be created straight from an existing task

Question 24

Group Tasks

Answer 24

-up to 200 people can be added to a group task
-enabled by default in Lightning Experience
-each user will be assigned an independent copy of the task
-group tasks are enabled by default
-if guest user assigns a task to a regular user, the user receiving the task doesn’t get a delegated task notification
-when members of a group are assigned, each group member gets a notification
-tasks are created only for the active members in public groups
-you can’t bulk create recurring tasks

Question 25

Task Features

Answer 25

-tasks can be related up to 50 contacts at a time
-no “delete tasks” permission - can set up trigger (Apex code) to help prevent people from deleting but can delete in task list view
-reporting dashboards that have components based on both the Tasks and Events report type
-possible to assign Task records to a queue (needs to be a new queue unless queue edited to support Task object)

Question 26

Task Views

Answer 26

-List View/Table (column/list; can be deleted)
-Kanban (drag drop)
-Split View (list of tasks on one side and details on the other)

Question 27

Lightning Sync

Answer 27

-replaced by Einstein Activity Capture –> long term solution for syncing events and contacts
-can be used to sync contacts and events but NOT emails or cases (would use Outlook Integration but also replaced)
-can’t sync tasks
-can’t sync recurring events in Classic
-does not automatically remove deleted contacts from other application

Question 28

Events for Booking Resources

Answer 28

-reserve meeting resources, such as projectors, to avoid double booking tools you need
-attendee becomes resource
-need to set up event resources – go to page layout and add attendees field and then you can add resources into that field

Question 29

Sharing Files

Answer 29

-people or groups
-considered shared with the company when they are posted to a feed, profile, record or public group
-Viewer : have most restricted perms and they can view file, download file, share file
-Collaborator : view, download, share, change permission, edit the file, upload new versions
-Set by Record : perm is given to a file attached to a record. Means that access to the file follows access to the record

Question 30

Adding Attendees

Answer 30

-you can add SF users, contacts, person accounts and leads as attendees
-business accounts and campaign members cannot be added as attendees

Question 31

Queues

Answer 31

Queues available for Cases, Contact Requests, Leads, Orders, Service Contracts, Knowledge Article versions and custom objects. Queues are NOT available for Accounts.

Question 32

Dynamic Dashboards

Answer 32

-enterprise edition can have up to 5 of them