Productivity and Collaboration Flashcards
What is the activity timeline?
The Activity Timeline displays the next steps and past activity on records of objects such as Account and Opportunity.
What is the difference between tasks and events?
A task is a to-do item with an optional due date. An event is a scheduled calendar event with a duration.
What is the difference in sharing between personal and public calendars?
Personal calendars can be shared with users. Public calendars can be shared with public groups, roles, and users.
With shared activities, how many contacts can be related to a shared task or event?
Up to 50.
Where can activities be created?
Activities can be created from a parent record or from the task, events, and calendar object home page.
What are the WHOId and WhatId fields on the task and event objects?
WhoId is used for relating tasks and events to Lead or Contact objects.
WhatId is used for relating to Account, Opportunity, Campaign, Case, and other objects.
How can tasks and events be copied?
By clicking the “Create Follow-up Task” or “Create Follow-Up Event” buttons.
What are the standard task list views?
Today’s tasks, open tasks, overdue tasks, and recently completed tasks.
How many users can be assigned to a group task?
200
What is a shared activity?
A Shared Activity is a task or event that is related to multiple contacts, for example, to record attendees of a meeting. A primary contact can be assigned. Shared activities must be enabled in setup.
What is the To Do List component?
The To Do List component is a default utility item that allows users to view, sort, label, organize, and act on all of their tasks. Items can also be re-ordered via drag and drop.
What are activity settings that end users can customize?
Task and event reminders can be customized in users’ personal settings.
A user can choose to receive email notifications when a task is assigned to them.
What are task queues?
A task can be assigned to a queue and can be completed by any queue member. The queue can be created in Setup under ‘Queues’, with ‘Task’ as the supported object. Members can fid the tasks assigned in its own list view. A list view is automatically created for every new queue.
What is a resource calendar?
A resource calendar can be used to schedule and organize the use of a shared resource, such as equipment and conference rooms.
How many calendar items may be displayed in the day, week, or month views?
Up to 150 or 500 depending on customization.
What are repeating events called in Lightning experience?
Event Series. They are created by clicking the Repeat checkbox. Frequency and a series end date need to be specified (by total # of events or end date.
Commitment made and Objection Made email insight?
The Commitment Made and Objection Made email insight in the activity timeline shows that a user expressed concerns or intention to take action.
What is outlook integration?
Outlook Integration is an add-in for Outlook that can be used to integrate Outlook with Salesforce. It can be used to sync contacts and events between outlook and salesforce. Items that cannot be assigned to SF records appear in “My unresovled Items”.
What can you do with outlook integration?
Search, create, and view SF records. Log emails. Create emails with templates. Sync contacts and events. Modify record associations.
What objects can be viewed from Outlook?
Contacts, Accounts, Leads, Opportunities, Cases, Users, and Custom Objects.
What is enhanced email with outlook?
‘Use Enhanced Email with Outlook’ can be enabled to allow relating emails to Salesforce records as email messages.
What is Gmail integration?
Gmail Integration gives a quick view of sales-related records without switching between Salesforce and Gmail.
What is Action Publisher?
Allows you to create new SF records in Gmail.
What is lightning sync?
Lightning Sync can synchronize contacts and events between a Microsoft Exchange-based calendar and Salesforce.
