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Focus on Force new guide > Productivity and Collaboration (7%) > Flashcards

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
Q

Chatter share

A

Share a post with followers or a group

26
Q

Chatter topics

A

Add topics to chatter posts and records
View all posts about a topic
Find and endorse people knowledgeable about a topic

27
Q

Publisher Actions

A

Create quick actions and add them to them to chatter publisher

28
Q

What does pinning a post do

A

can be pinned to the top of a feed to increase visibility of critical information

29
Q

What are the two ways a topic can be added to records?

A

Topic lightning component and chatter post hashtags

30
Q

what is Notification builder used for?

A

To select which devices and supported applications will show a notification for a certain activity

31
Q

Standard Notification

A

Standard notifications about activities your following or are apart of your group. Can be muted

32
Q

Custom Notification

A

Can be created to include a personalized message that is targeted toward a user or a group

33
Q

Publisher Actions

A

Create quick actions and add them to the chatter publisher

34
Q

Chatter Free

A

Is free and designed for users who don’t have salesforce licenses but need to access chatter

35
Q

Who is chatter available for?

A

Standard salesforce licensed users. Other chatter-specific licenses are Chatter External, Chatter Free, Chatter Only/Chatter plus, and lightning platform

36
Q

Chatter Free

A

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
Q

Chatter External

A

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
Q

Chatter only / Chatter plus

A

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
Q

Lightning Platform

A

Provides full access to accounts, contacts, cases, assets, and chatter

40
Q

Feed tracking

A

Can be used to display changes to record fields

41
Q

chatter groups

A

all a number of people to collaborate. They can be set to public, private, or unlisted

42
Q

Public chatter groups

A

Anyone can join and see this feed

43
Q

Private chatter groups

A

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
Q

Unlisted chatter groups

A

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
Q

Broadcast Groups

A

are a special type of public, private, or unlisted group where only group owners and managers can post to the group

46
Q

What is chatter post access determined by?

A

record or group access

47
Q

What is out of office messages mean?

A

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
Q

What are the main features of the Salesforce Mobile App

A

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
Q

What are the features of the Quip app

A

It’s a collaboration tool with built-in office suite functionality, including word processing, spreadsheet, and presentation software.

50
Q

Where do you control access to salesforce mobile app?

A

Salesforce Settings

51
Q

Limitations of mobile app are as follows

A

log a call, post, change owner, or Salesforce Communities are not supported offline.

52
Q

What tools need to be configured while setting up the integration between salesforce and quip

A

Salesforce files connect, External Data Source, Auth. Provider

53
Q

Enhanced mobile app security

A

Is a paid mobile application management (MAM) add-on that can be used for high security and compliance needs

54
Q

What is SalesforceA

A

a mobile app that gives salesforce admins the flexibility to do routine user management on their mobile device

55
Q

Features of SalesforceA

A

Navigation, Overview( shows the number of frozen and locked out users, trust status, and recently viewed users), User Management, Resources

56
Q

What is a package?

A

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
Q

What is AppExchange

A

A marketplace run by salesforce that offers solutions( Custom apps, Lightning components, Bolt Solutions, Flow Solutions, Lightning Data) that extend salesforce functionality

58
Q

Difference between managed and unmanaged packages?

A

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
Q

What are native apps

A

Applications that are 100% dependent on and built in the salesforce platform

60
Q

What are Bolt Solutions

A

Ready-made solutions for communities to help users get started quicker

61
Q

Bolt Solutions navigation page

A

A compact list of all pre-built templates for salesforce communities available and ready to be deployed

62
Q

Flow Solutions are based on what

A

Flow actions

Focus on Force new guide (9 decks)

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