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.
What is batch edit?
Batch Edit feature could be used to select and assign multiple unresolved items (up to 50) at one time.
What is Einstein Activity Capture?
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. Lightning sync must be turned off to implement it.
What are activity metrics?
Activity metric fields can display the summary of sales activities for a particular record. For example, first email date, inactive days, last call date, last email sent date, last email received date, and many more.
How can users easily link records in chatter?
Using the forward slash.
What are topics?
Topics are words or phrases that you can associate with Salesforce records to organize them around common themes.
What are the two ways a topic can be added to records?
One is using the Topic Lightning component and the other way is by adding chatter post hashtags.
What is notification builder?
Notification Builder is used to select which devices and supported applications will show a notification for a certain activity.
What are the 3 chatter-specific licenses and how are they different?
Chatter external - Used to collaborate with customers in Chatter groups. Up to 500 available.
Chatter Free - Is free and designed for users who don’t have Salesforce licenses but need access to Chatter. Up to 5,000 are available.
Chatter Only (Plus) - Targets users with no Salesforce licenses but need access to some Salesforce objects in addition to Chatter. There is a cost for adding this license.
What are Case Feed Timestamps?
Shows a timestamp that is relative (2h ago) or absolute (October 31, 2019 at 9:23 am.) on case feed posts. The default is relative.
What are Rich Link Previews in Feed?
Allows links in posts to be converted into embedded videos, images, and article previews
What are rich text posts?
Allows users greater options to format their text including bold, italics, and using bulleted lists
What is feed tracking?
Feed tracking can be used to display changes to record fields. Maximum of 20 fields per object can be tracked.
What are Chatter publisher actions?
Chatter Publisher Actions allow quick actions to be defined directly in a Chatter feed. Such as create/update records and logging calls. They can bee added by including them in the page layout.
How is chatter post access determined?
Record or group access.
What is Salesforce1?
The old name of the Salesforce mobile app.
What are some SF features that are NOT available in the SF app?
1.Account Hierarchy
2.Merging Accounts, Contacts, and Leads
- Managing Campaign Members
- Lead History related list.
What is the Salesforce Mobile Wizard?
The Salesforce Mobile Wizard is used to complete the essential steps for setting up the Salesforce Mobile App.
What are the two levels that admins can enable for offline access on the SF mobile app?
- Cache Records - Caching frequently accessed records, so users can view data while offline
- Offline Edit - Enabling ’Offline Edit’, so users can create, edit, and delete records while offline
What are enhanced reports in mobile?
The ‘Enhanced Reports’ feature, now enabled by default, optimizes reports for mobile with minimal to no reconfiguration of report formats.
What is the Mobile App Plus license?
Salesforce Mobile App Plus license improves the Salesforce Mobile App experience with three major features: mobile offline access, increased app security, and branding options.
What is enhanced mobile app security?
Enhanced Mobile App Security is a paid mobile application management (MAM) add-on that can be used for high security and compliance needs. It can include biometric login enforcement, block jailbroken or rooted devices and includes a security center.
What is the Quip app used for?
The Quip app can be used to edit documents and collaborate with coworkers.
What are the tools that need to be configured while setting up integration between Salesforce and Quip?
1.Salesforce Files Connect
2. External Data Source
3. Auth. Provider
The AppExchange enables customers to do what actions on solutions?
1.Download
2.Install
3.Evaluate
4.Purchase
What are the 5 types of solutions available on the AppExchange?
- Salesforce App
- Lightning Data
- Bolt Solution
- Flow
5.Component
What is a package?
A Package is the set of components that make up the custom app.
What are the differences between managed and unmanaged packages?
Managed - Can contain locked components. Can be sold as subscriptions. Upgrades available. Limited customization.
Unmanaged - not locked or protected. no upgrades. Customizable.
What are native apps?
Salesforce native apps are applications that are 100% dependent on and built in the Salesforce platform.
What are lightning components?
Lightning components are out-of-the-box building blocks to add on to Lightning Experience. It is a code and developer-free option to expand and customize your Lightning Pages.
What are Lightning Bolt Solutions?
Lightning Bolt Solutions are ready-made solutions for Experience Cloud sites to help users get started quicker.
What are Flow solutions?
Flow solutions are based on flow actions which allow connecting with and performing actions on third-party systems without additional integration or code.
What is Lightning Data?
Lightning Data is used for data solutions that allow comparison of CRM data against outside sources for validity.
What are the different types of calendars?
User, Public Calendars and Resources
When would shared activities be used?
When up to 50 contacts have to be related to one event or task, such as recording all of the people invited to a meeting
Which license allows internal users within Partner and Customer Sites to access chatter and be Chatter moderators?
Lightning Platform Starter
How can users be included in a Calendar event?
By using the Attendees field
What are the different types of AppExchange use cases?
Generic, Functional and Industry Specific
What are some examples of Functional AppExchange use cases?
Sales, Marketing, Customer Service, Finance, HR
What are some examples of Generic AppExchange use cases?
Document Generation, Data Loaders, Document Signing, Email, GeoLocation
What are some examples of industry Specific AppExchange use cases?
Healthcare and Life Sciences (Veeva), Real Estate, Education, Non Profit, Financial Services
