Productivity and Collaboration I-IV Flashcards
The “_____” displays the next steps and past activity on records of objects such as Account and Opportunity.
Activity Timeline
“_____” can be configured to synchronize contacts and events between Salesforce and Outlook.
Lightning Sync
A “___” is a to-do item that can have a due dateas an option
A Task
“___” are scheduled calendar items with a duration.
Events
A Group Task can be assigned up to how many users.
200
A “__” is a task or event that is related to multiple contacts, for example, to record attendees of a meeting.
Shared Activity
Up to how many contacts can be related to a shared task or event.
50
A “____” can be used to schedule and organize the use of a shared resource, such as equipments and conference rooms.
resource calendar
There is a limit of “____” items that can be displayed in a day or week view. Beyond that limit, Salesforce already prompts an alert and hides items on other calendars.
150
Repeating events are called “____”
event series
Salesforce can be integrated with third-party email and calendar applications like “____” and “____”
Microsoft or Google email.
The records of the following 7 objects can be viewed from Outlook when they have related emails.
ACCOUNTS CONTACTS LEADS OPPORTUNITIES CASES USERS CUSTOM OBJECTS
“_____” can be enabled to allow relating emails to Salesforce records as email messages.
‘Use Enhanced Email with Outlook’
“_____” can be used to automatically add email and events from user email and calendar applications to the activity timeline of related records.
Einstein Activity Capture
“____” is a native collaboration tool within Salesforce. Similar to Facebook or other social media avenues, users can post for internal or even external customers to see. Other users can respond, like, or follow the posts
Chatter
“____” are updates or comments made on a particular record or within a group.
Posts
Other people can comment on a post, and the conversation will be organized in a “___”
thread
If a file is posted on a record chatter feed, it is automatically added to the “____” related list and stored in Files.
Notes & Attachments
When posting or commenting in Chatter, users canlink relevant records by entering a “____” and typing the record name.
forward slash (/)
Chatter “___” can be used to display changes to record fields.
Feed tracking can be used to display changes to record fields.
“____“which can be downloaded for free on Android and iOS devices. The app provides access to Salesforce data and functionality and makes it possible for users to use Salesforce on the go.
the Salesforce Mobile App
“___” is enabled by default and provides personalized results based on the user’s activity. Natural language search is also supported for filtering search results.
Einstein Search
“___” is a marketplace for Salesforce and third parties to offer add-ons for a Salesforce org. These include apps to install in the Salesforce instance, Lightning Components, Bolt solutions for Communities, Flow Solutions to integrate with third-party systems, and Lightning Data.
The AppExchange
The AppExchange enables customers to do the following 4 actions on solutions:
❖Download❖Install❖Evaluate❖Purchase
To install apps, Salesforce administrators and users should have the “____” permission.
‘Download AppExchange packages’
Salesforce “____” apps are applications that are 100% dependent on and built in the Salesforce platform.
native