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
