Productivity and Collaboration (Obj 1) Flashcards

1
Q

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.

A

D.) Add the conference room resource as an attendee.

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2
Q

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

A

B.) 50

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3
Q

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

A

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

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4
Q

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

A

D.) Create a Web-to-Lead form with custom fields for seating and food preferences

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5
Q

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

A.) Follow-Up Event

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6
Q

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

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

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7
Q

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

A.) Contacts

B.) Events

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8
Q

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

A.) Salesforce does not delete archived activities, but users can manually delete them

C.) Salesforce automatically archives activities if they meet certain criteria

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9
Q

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

A.) Ensure that the director has the ‘Manage Unlisted Groups’ permission

C.) Enable Unlisted Groups in Chatter Settings

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10
Q

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

A.) Contacts

D.) Events

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11
Q

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

A.) Enable Email to Salesforce

D.) Enable Enhanced Email

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12
Q

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

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.

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13
Q

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

A.) Einstein Activity Capture

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14
Q

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

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

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15
Q

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

A

B.) Set up a new queue supporting the Task object and assign the task to the queue

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16
Q

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

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

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17
Q

What are two capabilities of the ‘Create Calendar from Salesforce Object’ feature? (2)

A.) Once created, a calendar cannot be deleted

B.) Fields that determine what the calendar displays are automatically determined

C.) Calendars can be customized by applying a list view

D.) A calendar can be created from a custom or standard object

A

C.) Calendars can be customized by applying a list view

D.) A calendar can be created from a custom or standard object

18
Q

A salesforce consultant working for Cosmic Solutions has configured Gmail Integration to improve the productivity of the sales reps who use Google Calendar to manage events. Information about the events they attend should be stored in Salesforce. Which of the following capabilities are available for manually logging events from Gmail to Salesforce? (3)

A.) An event can be manually logged to no more than one lead record.

B.) Matching contact records are automatically selected if Salesforce is set up for share activities.

C.) An event can be manually logged to up to 15 internal users at the same time.

D) Both recurring and nonrecurring events can be logged manually.

E.) Attendees are captured on the Salesforce event record when an event is manually logged

A

A.) An event can be manually logged to no more than one lead record.

B.) Matching contact records are automatically selected if Salesforce is set up for shared activities.

E.) Attendees are captured on the Salesforce event record when an event is manually logged.

19
Q

An Admin has created a ‘Project’ custom object and would also like to track Project Tasks. How can the Admin accomplish this? (1)

A.) Create a custom Project Tasks object

B.) Create a lookup on the task object to the Project custom object

C.) Check the ‘Allow Activities’ checkbox on the Project object

D.) Check the ‘Track Tasks’ checkbox on the Project object

A

C.) Check the ‘Allow Activities’ checkbox on the Project object

20
Q

A user is not able to find an email template when sending an email. What could be the reason for this? (2)

A.) The user does not have read/write access to the Email Template

B.) The email template is not active

C.) The user does not have access to the Email Template folder

D.) The email template is not marked ‘Available for Use’

A

C.) The user does not have access to the Email Template folder

D.) The email template is not marked ‘Available for Use’

21
Q

Which of the following are features of Salesforce Ideas? (3)

A.) Demote Ideas

B.) Promote Ideas

C.) Allow a user to promote the same idea more than once

D.) Vote for Ideas

E.) Clone Ideas

A

A.) Demote Ideas

B.) Promote Ideas

D.) Vote for Ideas

22
Q

Cosmic Innovation has recently migrated to Lightning Experience, and the Admin has enabled ‘Einstein Activity Capture’. A sales user of Cosmic Innovation has created a task related to a contact record in Salesforce. Where can this task be viewed in Lightning Experience? (3)

A.) In the ‘Open Activates’ related list of the account record related to the contact

B.) In the ‘Open Activates’ related list of the contact record

C.) In the ‘Activity Timeline’ of the contact record

D.) In the ‘My Tasks’ list of the user assigned to the task

E.) In the ‘Activity Timeline’ of the account record related to the contact

A

C.) In the ‘Activity Timeline’ of the contact record

D.) In the ‘My Tasks’ list of the user assigned to the task

E.) In the ‘Activity Timeline’ of the account record related to the contact

23
Q

The sales users of Cosmic Enterprises use Lightning Experience to create and manage records as well as related activities. While creating an event, a sales manager of the company would like to schedule events for monthly meetings that repeat indefinitely. What can an Admin do to meet this requirement? (1)

A.) Enable ‘Event Series’ in ‘Activity Settings’ in Setup

B.) Enable ‘Repeating Events’ in ‘Activity Settings’ in Setup

C.) Add the ‘Multi-Event’ checkbox to the page layout for events

D.) Add the ‘Repeat’ checkbox to the page layout for events

A

D.) Add the ‘Repeat’ checkbox to the page layout for events

24
Q

To support their team’s progress towards achieving their sales quotas, the sales manager at Orbit Solutions wants to see their team’s open tasks. What consecutive steps can be done to quickly show this in the list view in Lightning Experience? (2)

A.) Ensure that the filter for the ‘Closed’ field equals false

B.) Ensure that the filter for the ‘Closed’ field equals true

C.) Click the Filter button and select ‘All tasks’ in the filter for the Owner field

D.) Click the Filter button and select ‘My team’s tasks’ in the filter for the Owner field

A

A.) Ensure that the filter for the ‘Closed’ field equals false

D.) Click the Filter button and select ‘My team’s tasks’ in the filter for the Owner field

25
Q

The sales reps of Cosmic Innovation use Outlook to schedule non-recurring meetings with customers and internal users. An event representing a meeting often contains multiple customers from different organizations as attendees. Each customer has a contact record in Salesforce. The sales managers would like to view information about events attended by customers and internal users in Salesforce. Outlook Integration has been configured to allow sales reps to log Outlook events to Salesforce records. Which of the following are valid considerations for using Outlook Integration to manually log events to records in Salesforce? (2)

A.) All the attendees, excluding internal users, are captured on the event record in Salesforce.

B.) An event can be logged to only one internal user, but all users are included in the related list.

C.) Matching contact records are automatically selected if Salesforce is set up for shared activities.

D.) An event can be logged to up to 50 contacts, but only the first 15 matching contacts are displayed.

A

C.) Matching contact records are automatically selected if Salesforce is set up for shared activities.

D.) An event can be logged to up to 50 contacts, but only the first 15 matching contacts are displayed.

26
Q

Which of the following are true regarding managing tasks in Lightning Experience? (2)

A.) In the split view, two tasks are displayed next to each other

B.) Tasks can be displayed in a table view

C.) The status of a task can be changed by dragging and dropping in the Kanban view

D.) Tasks can not be deleted from a Task list view

A

B.) Tasks can be displayed in a table view

C.) The status of a task can be changed by dragging and dropping in the Kanban view

27
Q

The sales reps of Cosmic Solutions use Lightning Experience. One of the sales managers has created a sales team that consists of five sales reps. These sales reps should be able to view, schedule, and update shared events without switching to Salesforce Classic. Which feature can the sales reps utilize for this use case? (1)

A.) Lightning Calendar

B.) Public Calendar

C.) Shared Calendar

D.) Team Calendar

A

B.) Public Calendar

28
Q

How many contacts on shared Activities can a user make as a primary contact? (1)

A.) 1

B.) 2

C.) 3

D.) It is not possible to indicate a primary contact on a shared activity.

A

A.) 1

29
Q

What is true regarding Private Events? (1)

A.) Only the user that created the event can view it.

B.) Only the user that created the event and the system administrator can view the event

C.) The user that created the event and any user above in the role hierarchy can view the event

D.) The user that created the event and any user with the ‘View All Data’ permission can view the event

A

D.) The user that created the event and any user with the ‘View All Data’ permission can view the event

30
Q

All the users of Cosmic Enterprises are using Lightning Experience. While creating an event, a sales representative of the company would like to add a contact and a person account as attendees to the event. What should an Admin do to meet this requirement? (1)

A.) Add the ‘Attendees’ field to the Event page layout

B.) Add the ‘Account’ and ‘Contact’ fields to the Event page layout

C.) Enable a checkbox in ‘Activity Settings’ to allow users to add attendees

D.) Set up Lightning Sync to allow users to add attendees

A

A.) Add the ‘Attendees’ field to the Event page layout

31
Q

Which of the following options allows users to add Outlook emails to Salesforce as email messages using Salesforce Outlook Integration? (1)

A.) Lightning Email Template

B.) Enhanced Email

C.) Email to Salesforce

D.) Lightning Sync

A

B.) Enhanced Email

32
Q

Where can tasks be created in Lightning Experience? (3)

A.) Global Search Results

B.) ‘Tasks’ Related List

C.) ‘Tasks’ Tab

D.) Record Pages

E.) ‘Global Actions’ Menu

A

C.) ‘Tasks’ Tab

D.) Record Pages

E.) ‘Global Actions’ Menu

33
Q

The Admin of Cosmic Clothing has added the ‘Attendees’ field to the Event page layout. A sales rep is creating an event in Lightning Experience. Which of the following can be added to the event as an attendee? (3)

A.) Users

B.) Contacts

C.) Leads

D.) Campaign Members

E.) Business Accounts

A

A.) Users

B.) Contacts

C.) Leads

34
Q

A company has field sales reps that are always on the road and use their mobile phones with the Salesforce mobile app to manage their work. Reps also use Outlook email and calendar. The sales manager would like for the reps to synchronize repeating events between Outlook and Salesforce. The company uses Lightning Experience. What does the Admin need to do to support this request? (1)

A.) Ask the reps to enable ‘Sync event series’ in the Salesforce mobile app

B.) Deny the request since repeating events cannot be synchronized between Outlook calendars and Salesforce

C.) Ask the reps to switch to Salesforce Classic to create repeating events in order to synchronize them with their Outlook calendars

D.) Enable ‘Sync event series’ in the Lightning Sync configuration

A

D.) Enable ‘Sync event series’ in the Lightning Sync configuration

35
Q

Which of the following are limitations of synchronizing items between Salesforce and Outlook using Lightning Sync? (2)

A.) Private events and event series cannot be synced

B.) Tasks cannot by synced

C.) Synced contacts cannot be deleted automatically in the other calendar application

D.) Synced events cannot be deleted in both systems automatically

A

B.) Tasks cannot be synced

C.) Synced contacts cannot be deleted automatically in the other calendar application

36
Q

Global Technologies wants to give its sales reps the ability to relate emails, contacts, and events in Microsoft Outlook and Microsoft Exchange with Salesforce records. What can be configured by an Admin to meet this need? (2)

A.) Outlook-Salesforce Extender

B.) Salesforce for Outlook

C.) Outlook Integration

D.) Lightning Sync

A

C.) Outlook Integration

D.) Lightning Sync

37
Q

Users should be able to create and edit tasks but not delete them. What can be done to accomplish this? (1)

A.) Create a trigger on Tasks to prevent deletion

B.) Disable the ‘Edit Tasks’ permission for the user

C.) Disable the ‘Delete Tasks’ permission for the user

D.) Disable the ‘Delete Activities’ permission for the user

A

A.) Create a trigger on Tasks to prevent deletion

38
Q

What is the result of enabling the ‘Roll Up of Activities to a Contact’s Primary Account’ feature in Activity Settings? (1)

A.) Activity details related to contact will only be displayed in the contact’s primary account

B.) All tasks and events are assigned to the record owner of the contact’s primary account

C.) Related tasks and events of contact are displayed in the primary account of the contact

D.) Activity field values can be aggregated and rolled up in a custom field on the primary account

A

C.) Related tasks and events of contact are displayed in the primary account of the contact

39
Q

United Technologies is rolling out a large new initiative and management needs to know how many users can be added to a group task in Lightning Experience. How many users should the Admin state? (1)

A.) 100

B.) 200

C.) 25

D.) 10

A

B.) 200

40
Q

The Sales manager informs the Admin that there is a need to be able to assign a task to a group of users. Which of the following statements are true regarding group tasks that the administrator should tell the Sales manager? (2)

A.) Group tasks can only be created for personal groups.

B.) Group tasks are enabled by default in Lightning Experience.

C.) Each member of the group is assigned a copy of the task.

D.) The same task is assigned to all members of the group.

A

B.) Group tasks are enabled by default in Lightning Experience.

C.) Each member of the group is assigned a copy of the task.