Productivity and Collaboration Flashcards
How could you limit Chatter to just a subset of users?
Profiles and permission sets
Which 2 functions can be customized for the Salesforce mobile app?
Navigation menu content & object compact layout
What would an admin sync between Salesforce & Outlook
Events & link emails to contacts, leads, accts, opptys and cases
What could you use to get quick access to sales reports and dashboards?
AppExchange
Activities
Either tasks or events. Records of interactions you’ve had with either accts, contacts or opptys
T or F: Customers can be included in private Chatter groups
T
Quick actions
Make users navigation or workflow as smooth as possible by giving them convenient access to info that’s most important