Productivity and Collaboration (7%) Flashcards

1
Q

What’s the use of group tasks

A

Same Task for multiple people in a group

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2
Q

What are shared activities

A

is a task or event that is related to multiple contacts

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3
Q

What are task queues?

A

A place for unowned tasks that can be completed by any queue member

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4
Q

what are calendars?

A

Visual form of tracking events

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5
Q

what is a resource calendar?

A

Where resources, such as computer and other equipment, needed for a meeting can be booked.

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6
Q

public calendars vs. resource calendars

A

public calendars: Used to manage group activities

resource calendars: used to schedule the use of shared resources

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7
Q

What are repeating events called?

A

A series

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8
Q

Activity Timeline

A

Displays next steps and past activities.

Includes tasks, and events

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9
Q

Outlook Integration and Lightning Sync

A

Outlook Integration: Is an add-in for Outlook that is used to integrate it with salesforce.

Lightning Sync: Can be configured in order to sync contacts and events between Outlook and salesforce

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10
Q

In order to use outlook integration what must be downloaded from where

A

Salesforce application from the Microsoft office store

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11
Q

What is Lightning sync

A

Synchronizes contacts and events between Microsoft Exchange-based calendar and Salesforce.

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12
Q

What is the unresolved items view?

A

Items that cannot be automatically assigned to salesforce records appear here

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13
Q

What is Einstein Activity Capture?

A

Can be used to automatically add email and events from user email and calendar applications to the activity timeline

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14
Q

What are the basic features of chatter? (11)

A

Chatter feeds, Chatter file, Chatter Follow Records, Chatter groups, Chatter like, Chatter messages, Chatter poll, Chatter profiles, Chatter share, Chatter Topics, Publisher Actions

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15
Q

What is chatter?

A

a native collaboration tool within salesforce similar to FaceBook

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16
Q

Chatter feeds

A

A sorted list of activities related to a person or a record,

Enable feed tracking, Post polls

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17
Q

Chatter file

A

A file of up to 2GB can be attached to a post or comment

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18
Q

Chatter follow records

A

Records or Chatter users can be ‘followed’ so that other users can be notified and see their feed updates

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19
Q

Chatter groups

A

Public, Private, unlisted groups to collaborate with specific people

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20
Q

Chatter like

A

A vote of approval to a post or comment like any like on Facebook or Instagram

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21
Q

What is the use of posts

A

To update or comment on a particular record within a group

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22
Q

Chatter messages

A

Get secure and private conversations with other Chatter users. ( Classic UI )

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23
Q

Chatter poll

A

A way of collecting feedback related to a particular question

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24
Q

Chatter profile

A

Information about a salesforce user

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25
Chatter share
Share a post with followers or a group
26
Chatter topics
Add topics to chatter posts and records View all posts about a topic Find and endorse people knowledgeable about a topic
27
Publisher Actions
Create quick actions and add them to them to chatter publisher
28
What does pinning a post do
can be pinned to the top of a feed to increase visibility of critical information
29
What are the two ways a topic can be added to records?
Topic lightning component and chatter post hashtags
30
what is Notification builder used for?
To select which devices and supported applications will show a notification for a certain activity
31
Standard Notification
Standard notifications about activities your following or are apart of your group. Can be muted
32
Custom Notification
Can be created to include a personalized message that is targeted toward a user or a group
33
Publisher Actions
Create quick actions and add them to the chatter publisher
34
Chatter Free
Is free and designed for users who don't have salesforce licenses but need to access chatter
35
Who is chatter available for?
Standard salesforce licensed users. Other chatter-specific licenses are Chatter External, Chatter Free, Chatter Only/Chatter plus, and lightning platform
36
Chatter Free
Is free and designed for users who don't have salesforce licenses, but need to access chatter. can't access any salesforce objects, data, tabs, 1 standard license enables up to 5000 free chatter licenses
37
Chatter External
Can be used to collaborate with customers in chatter groups No access to any salesforce objects or data, one standard salesforce license enables 500 chatter external licenses
38
Chatter only / Chatter plus
Targets users with no salesforce licenses but need access to some salesforce objects in addition to chatter. *cost associated* can access standard chatter people, profiles, groups, files with limited functionality
39
Lightning Platform
Provides full access to accounts, contacts, cases, assets, and chatter
40
Feed tracking
Can be used to display changes to record fields
41
chatter groups
all a number of people to collaborate. They can be set to public, private, or unlisted
42
Public chatter groups
Anyone can join and see this feed
43
Private chatter groups
Owner must be asked for permission to join Only the system administrator, members and users with view all data permission can see and add posts to the feed
44
Unlisted chatter groups
Only members can view the detail page, feed, and files Unlisted groups do not appear in search results and non-members cannot visit the group detail page Only members and users with the manage Unlisted groups permission can find and access unlisted groups and must be enabled in chatter settings
45
Broadcast Groups
are a special type of public, private, or unlisted group where only group owners and managers can post to the group
46
What is chatter post access determined by?
record or group access
47
What is out of office messages mean?
can be added to profile in chatter once enabled in chatter settings. To show that your out of the office from a certain date range.
48
What are the main features of the Salesforce Mobile App
Salesforce Data: Records of standard and custom objects Salesforce App Setup: Setup but on mobile Data Management: Features such as lead conversion, preventing duplicate accounts Navigation Menu: Can be customized Offline Access: Allows for offline editing Productivity & Collaboration: Chatter and more
49
What are the features of the Quip app
It's a collaboration tool with built-in office suite functionality, including word processing, spreadsheet, and presentation software.
50
Where do you control access to salesforce mobile app?
Salesforce Settings
51
Limitations of mobile app are as follows
log a call, post, change owner, or Salesforce Communities are not supported offline.
52
What tools need to be configured while setting up the integration between salesforce and quip
Salesforce files connect, External Data Source, Auth. Provider
53
Enhanced mobile app security
Is a paid mobile application management (MAM) add-on that can be used for high security and compliance needs
54
What is SalesforceA
a mobile app that gives salesforce admins the flexibility to do routine user management on their mobile device
55
Features of SalesforceA
Navigation, Overview( shows the number of frozen and locked out users, trust status, and recently viewed users), User Management, Resources
56
What is a package?
Is the set of components that make up the custom app. Components include any configuration required for the app: Tabs, Objects, Fields, Validation Rules, Reports, Apex Code.
57
What is AppExchange
A marketplace run by salesforce that offers solutions( Custom apps, Lightning components, Bolt Solutions, Flow Solutions, Lightning Data) that extend salesforce functionality
58
Difference between managed and unmanaged packages?
Managed packages: - Customization: Can't view or change solutions code or metadata - Upgrades: The provider can automatically upgrade the solution - Org limits: The content of the package don't count against the app, tab, and object limits in your org Unmanaged packages: - Customization: you can customize code and metadata if desired - Upgrades: to receive an upgrade, you must uninstall the package from your org and then reinstall a new version from AppExchange - Org limits: The contents of the package count against the app, tab, and object limits in your org
59
What are native apps
Applications that are 100% dependent on and built in the salesforce platform
60
What are Bolt Solutions
Ready-made solutions for communities to help users get started quicker
61
Bolt Solutions navigation page
A compact list of all pre-built templates for salesforce communities available and ready to be deployed
62
Flow Solutions are based on what
Flow actions