Productivity and Collaboration (Obj 1) Flashcards
The main office of Cosmic Solar has several conference rooms that are used for presentations and meetings. Sales users of the company use Salesforce to schedule events. While creating an event in Lightning Experience, what can a sales manager do to reserve a particular conference room for a meeting? (1)
A.) Use a custom field to specify the conference room.
B.) Select the conference room in the ‘Related To’ field.
C.) Specify the conference room in the ‘Location’ field.
D.) Add the conference room resource as an attendee.
D.) Add the conference room resource as an attendee.
The Admin is made aware of a requirement for sales reps to allow multiple contacts to be related to an activity. Shared Activities lets users relate events to how many contacts? (1)
A.) 5
B.) 50
C.) 10
D.) 20
B.) 50
The users of Cosmic Marketing Solutions use Lightning Experience only. An Admin has created two custom objects, namely, Job Application and Applicant. There is a lookup relationship field on the Job Application object to the Applicant object. Users would like to be able to send an email to the applicant related to a particular job application easily. Which solutions can be utilized for this requirement? (2)
A.) Add the ‘Email Tracking’ related list to the Job Application page layout.
B.) Create a custom ‘Send Email’ action and add it to the Job Application page layout.
C.) Enable ‘Email Notifications’ on the Job Application object.
D.) Enable activities on the Job Application object and use the ‘Activity ‘ tab to send the email
B.) Create a custom ‘Send Email’ action and add it to the Job Application page layout.
D.) Enable activities on the Job Application object and use the ‘Activity’ tab to send the email
Global Fund Managers plans regular events for potential investors and would like them to be able to register online. As part of the registration process, the contact details of the potential investor should be captured along with their seating and food preferences. This should be stored in Salesforce and will be used for marketing efforts. Which option should be used to meet the requirement? (1)
A.) Create a microsite for the event and import registration details automatically into Salesforce
B.) Create a survey on Salesforce for capturing registration details
C.) Create an Experience Cloud site where potential investors can register for the event
D.) Create a Web-to-Lead form with custom fields for seating and food preferences
D.) Create a Web-to-Lead form with custom fields for seating and food preferences
A sales rep of Cosmic Solutions created a task to call a contact related to the ‘Edge Communications’ account. He would like to follow up on the task by meeting with the contact at a particular location. Which of the following can be created in Lighting Experience to allow the sales rep to follow up and ensure that the account and contact are copied from the original task? (1)
A.) Follow-Up Event
B.) Follow-Up Task
C.) Follow-Up Activity
D.) Follow-Up Record
A.) Follow-Up Event
A user has asked how they can find a list of their activities as they cannot find an Activities tab in Lightning Experience. How can the Admin assist the user? (3)
A.) Advise the user to access the Tasks tab, Calendar tab, or Activity timeline
B.) Look for an AppExchange app that adds an Activity tab
C.) Create a new custom object tab for Activities and allow the user’s profile to access it
D.) Modify the user’s profile and add access to the Activities tab
E.) Ask a developer to create a new tab to display Activities
A.) Advise the user to access the Tasks tab, Calendar tab, or Activity timeline
B.) Look for an AppExchange app that adds an Activity tab
E.) Ask a developer to create a new tab to display Activities
The Sales Director of Cosmic Solutions would like to increase the productivity of sales reps by synchronizing items between Salesforce and Outlook. Which data can by synchronized using Lightning Sync with Salesforce Outlook Integration? (2)
A.) Contacts
B.) Events
C.) Accounts
D.) Opportunities
A.) Contacts
B.) Events
What is true regarding archived activities? (2)
A.) Salesforce does not delete archived activities, but users can manually delete them
B.) Activity archiving is an optional setting
C.) Salesforce automatically archives activities if they meet certain criteria
D.) Once archived, activities are included in data export files but are not visible in the user interface
A.) Salesforce does not delete archived activities, but users can manually delete them
C.) Salesforce automatically archives activities if they meet certain criteria
A SystemSilo director wants his managers to be able to create Chatter groups for their respective teams. Preferably, he wants the groups’ details to only be visible to the groups’ members and himself. He wants to be able to manage all of these groups as well. He does not want any user outside of a group to be able to delete anything on the content feed. What would an Admin do to accommodate this request? (2)
A.) Ensure that the director has the ‘Manage Unlisted Groups’ permission
B.) Ensure that the director has the ‘Modify All Data’ permission
C.) Enable Unlisted Groups in Chatter Settings
D.) Create private Chatter groups and include the director as member in each one
A.) Ensure that the director has the ‘Manage Unlisted Groups’ permission
C.) Enable Unlisted Groups in Chatter Settings
Which of the following can be synced between Salesforce and Microsoft Exchange using Lightning Sync? (2)
A.) Contacts
B.) Cases
C.) Emails
D.) Events
A.) Contacts
D.) Events
As part of the request for Salesforce Outlook Integration, the Sales Director of the company wants sales reps to be able to create and see related Salesforce records and automatically associate emails to them from within Outlook. In addition, the emails should be logged as email objects and not as tasks within Salesforce. Aside from enabling Salesforce Outlook Integration, what other features must be enabled or set by the administrator to fulfill these requirements? (2)
A.) Enable Email to Salesforce
B.) Enable Advanced Outlook Sync
C.) Customized email application panes
D.) Enable Enhanced Email
A.) Enable Email to Salesforce
D.) Enable Enhanced Email
Which of the following statements are true about the activity timeline in Lightning Experience? (3)
A.) Activities displayed can be filtered by date range and activity type.
B.) Upcoming and overdue activities can be sorted by date
C.) Emails that include commitments are flagged.
D.) Upcoming activities are displayed in the ‘Planned Activities’ list.
E.) Past activities are displayed in the ‘Archived Activities’ list.
A.) Activities displayed can be filtered by date range and activity type.
B.) Upcoming and overdue activities can be sorted by date.
C.) Emails that include commitments are flagged.
Cosmic Technologies is a software development company that has B2B customers in several countries. Sales reps of the company primarily use Gmail to communicate with customers via email. They are already using Gmail integration to see related Salesforce data while viewing emails. However, they are currently adding inbound and outbound emails and events to related records like accounts and contacts manually in Salesforce. The sales managers would like to automate this process to improve their productivity and give them access to events via standard reports in Salesforce. Which feature of Sales Cloud Einstein can be used for this requirement? (1)
A.) Einstein Activity Capture
B.) Einstein Insights
C.) Einstein Automated Emails
D.) Einstein Email Sync
A.) Einstein Activity Capture
What is the default behavior when tasks are overdue in Salesforce? (2)
A.) The overdue task is displayed with the date in red on the home page
B.) Salesforce sends an email to the user assigned to the task
C.) A reminder displays the next time the user logs into Salesforce
D.) No notification is displayed for overdue tasks
A.) The overdue task is displayed with the date in red on the home page
C.) A reminder displays the next time the user logs into Salesforce
Tasks are often created and assigned to Sales Reps but they are not able to complete them in a timely manner. What can be set up in Salesforce in order to allow sales reps to share their workload? (1)
A.) Assign the task to an existing Lead queue, enabling user in the queue to work on it.
B.) Set up a new queue supporting the Task object and assign the task to the queue
C.) Send an email to the Sales team to find the availability of sales reps and assign the task to someone available
D.) Create a workflow rule that reassigns the task to another sales rep as queues cannot be assigned a Task record
B.) Set up a new queue supporting the Task object and assign the task to the queue
What is true regarding creating tasks in bulk in Lightning Experience? (2)
A.) If a task is assigned to multiple users, a copy of the task is created for each user
B.) If a task is assigned to multiple users, only one task is created
C.) When a task is created it can be assigned to multiple users and groups
D.) When a task is created it can be assigned to multiple users but not groups
A.) If a task is assigned to multiple users, a copy of the task is created for each user
C.) When a task is created it can be assigned to multiple users and groups