Productivity and Collaboration (Obj 2, 3, 4) Flashcards
The Sales Manager has requested a report of the feeds on certain objects. What is required to keep track of the feed activities on a record? (1)
A.) A standard report on object feed activities
B.) Find an app on the App Exchange that allows for this report
C.) A custom report based on an existing report type
D.) A custom report based on a custom report type
D.) A custom report based on a custom report type
A user wants to collaborate and discuss a record as a team with a group of other users. How can an Admin enable this most efficiently? (1)
A.) Set up a meeting time using the Salesforce scheduling function
B.) Use delegated admin to allow the user to create a new user group
C.) Create a group for the set of users and allow the ability to add records to Chatter groups by enabling the allow records in groups setting
D.) Create a group for the set of users and share the file through the files tab
C.) Create a group for the set of users and allow the ability to add records to Chatter groups by enabling the allow records in groups setting
Which of the following is correct when wanting to set up a Chatter group in which customers can participate? (1)
A.) An unlisted Chatter group cannot include customers.
B.) ‘Allow Customers’ Chatter group setting must be checked
C.) Chatter group access type must be set to Public or Private
D.) Any internal company user, who is a member of the new Chatter group, can invite a customer by entering the customer’s email address via the ‘Invite People’ option
B.) ‘Allow Customers’ Chatter group setting must be checked
As an Admin, what are you able to do using the SalesforceA app? (3)
A.) Update certain user detail fields
B.) Freeze a user
C.) Unlock a user
D.) Create custom object records
E.) Delete user records
A.) Update certain user detail fields
B.) Freeze a user
C.) Unlock a user
Which of the following will an Admin be able to restrict users from doing when they attach files in a Chatter feed or comment? (1)
A.) Restrict users from selecting image file types
B.) Restrict users from selecting files from Salesforce
C.) Restrict users from selecting files from their computer
D.) Restrict users from selecting any files
B.) Restrict users from selecting files from Salesforce
Which of the following are features of Chatter? (3)
A.) Follow records to be able to see changes to the records.
B.) Mute posts to stop receiving notifications about them, even if you are mentioned.
C.) Receive monthly email digests that summarize recent activity.
D.) Ability to share a file with other people.
E.) Create and join groups.
A.) Follow records to be able to see changes to the records.
D.) Ability to share a file with other people
E.) Create and join groups
Global Insurance would like to use the features of Outlook Integration to allow sales reps to quickly log emails and create records in Salesforce from Outlook. What are some valid considerations? (3)
A.) The only way sales reps can log emails to contact, leads, and person accounts is by matching an email address in the To or CC fields.
B.) Salesforce Inbox must be made available to sales reps to allow logging emails.
C.) Sales reps can add the email sender directly to Salesforce by using the ‘Add to Salesforce’ feature.
D.) The ‘Log Email’ button can be clicked to relate an email to Salesforce records
E.) New records can be created from the navigation menu of the Outlook Integration pane
C.) Sales reps can add the email sender directly to Salesforce by using the ‘Add to Salesforce’ feature.
D.) The ‘Log Email’ button can be clicked to relate an email to Salesforce records
E.) New records can be created from the navigation menu of the Outlook Integration pane
One of the Sales Managers would like to discuss a sales proposal with a few selected Account Managers. They want to make sure that the discussions related to it are available in one place and remain secure. Which options should the Admin consider? (2)
A.) Create an unshared Chatter group
B.) Create an unlisted Chatter group
C.) Create a public Chatter group
D.) Create a private Chatter group
B.) Create an unlisted Chatter group
D.) Create a private Chatter group
A user, who has uploaded and shared many files in the org, has asked the Admin about using freeze sharing on a specific file. What is true if freeze sharing is used on a file? (1)
A.) The file cannot be modified
B.) Further sharing of the file by users is prevented, but the owner and Admin can still share the file if they have Collaborator access to the file
C.) Existing shares of the file is removed
D.) The file cannot be shared with additional users
B.) Further sharing of the file by users is prevented, but the owner and Admin can still share the file if they have Collaborator access to the file
A user would no longer like to receive updates about a certain post in their feed. What feature should be used? (1)
A.) Hide Post
B.) Remove Post
C.) Mute Post
D.) Unsubscribe Post
C.) Mute Post
After a question has been asked in Chatter Questions, the best answer can be selected. What is true regarding the best answer? (2)
A.) A copy of the best answer appears at the the top of the list of answers with a check mark
B.) Once set, the best answer cannot be changed
C.) Only one answer can be selected as the best answer
D.) Only the person that asked the question can select the best answer
A.) A copy of the best answer appears at the top of the list of answers with a check mark
C.) Only one answer can be selected as the best answer
A company in the telecommunications industry has teams of agents who are at times in the field providing technical support to major clients. The agents use a Lightning App to work with records of a custom object and are requesting to have the detail page display only the necessary actions when accessing the record using the Salesforce mobile app to improve the user experience. Which of the options below can be performed to meet the requirement? (1)
A.) Use the Lightning Mobile Page for mobile users
B.) Build a separate Lightning App for mobile devices
C.) Set Action Visibility using the page layout editor
D.) Use Dynamic Actions to hide and show actions
D.) Use Dynamic Actions to hide and show actions
Cosmic Sporting Goods uses Gmail Integration, Salesforce Inbox, and Einstein Activity Capture. Some sales reps use the Salesforce Inbox mobile app and are part of an Einstein Activity Capture configuration that has emails disabled. Other sales reps are regular Gmail Integration users. When a sales rep uses Gmail to access emails from customers and prospects, how can they relate an email to an account or opportunity record in Salesforce? (1)
A.) Use the navigation bar to search for records, and click the ‘Relate’ link next to a record to relate it to the email.
B.) Click the ‘Log Email’ button to associate the email with a Salesforce record.
C.) Click the Salesforce icon while reading and email to display a list of records and click a record to relate it to the email.
D.) In the list of records that is displayed automatically, click an icon next to the record that needs to be related to the email.
B.) Click the ‘Log Email’ button to associate the email with a Salesforce record.
A Sales Manager has created a presentation for a lead but would like feedback from his sales team before presenting. What is the best way to accomplish this? (1)
A.) Enable Salesforce CRM content, store the presentation in a library, and invite the sales team to review.
B.) Send the Powerpoint presentation to every sales person via email
C.) Add the Powerpoint presentation to Documents
D.) Share the Powerpoint presentation in a Chatter post by tagging his sales team group
D.) Share the Powerpoint presentation in a Chatter post by tagging his sales team group
Bob, an Admin, has been approached by the sales manager who is looking to gain more insight into her customers’ interactions with the company via social media. She wants to use the information to generate leads for her sales reps. She would like to implement a solution within a month before the end of the fiscal quarter. What should Bob do? (2)
A.) Create a workflow to pull the information from social media applications
B.) Create a custom application using Apex and Visualforce to pull the information from social media applications
C.) Install an application from the AppExchange to pull information from social media applications
D.) Enable Social Customer Service and Social Accounts, Contact, and Leads
C.) Install an application from the AppExchange to pull information from social media applications
D.) Enable Social Customer Service and Social Accounts, Contacts, and Leads
Sally is a Sales Manager at Cosmic Innovations that works closely with many colleagues within their Salesforce org and collaborates through record feeds. She has a plan to go on vacation for 14 days. What is the easiest way to let her colleagues know that she will be away? (1)
A.) Create a Chatter group where all colleagues will let each other know when they will take days off
B.) Use the calendar and add a new event with the start and end dates for vacation days
C.) Send an email to let all of her colleagues know that she will be away
D.) Use the ‘Out of Office’ feature in her Chatter profile
D.) Use the ‘Out of Office’ feature in her Chatter profile.
An inside sales rep would no longer like to receive updates on a very active post in their home page feed. The Admin recommends muting the post. What is true regarding the ‘Mute Post’ feature? (1)
A.) A muted post will be unmuted for a user who is @mentioned in the post
B.) Muting a post will remove the post from all feeds
C.) Muted posts cannot be viewed after they have been muted
D.) The only way to mute a post is from the post’s dropdown menu
A.) A muted post will be unmuted for a user who is @mentioned in the post
What Chatter License type can be used to provide internal users access to Chatter features only? (1)
A.) Chatter Free
B.) Chatter External
C.) Chatter Plus
D.) Chatter Only
A.) Chatter Free
A user wants to share files from an external source with other users. What is the best way to do this? (1)
A.) Send an external email with a file attachment
B.) Contact the system admin to have them share the file on the Salesforce platform
C.) Create a public group, add the user, and share the appropriate files
D.) Set up Files Connect to access external files and share through the Chatter feed
D.) Set up Files Connect to access external files and share through the Chatter feed
The Sales team is excited to be able to access their data using the Salesforce Mobile App on their phone. The Admin explained that they will be able to access most of their data and functionality, but there are a few limitations. What is true regarding the data and functionality available using the Salesforce mobile app? (2)
A.) Records can be submitted for approval
B.) Leads can be viewed but cannot be converted
C.) Account, Contact, and Opportunity records can be created, viewed, and edited
D.) Cases cannot be maintained
A.) Records can be submitted for approval
C.) Account, Contact, and Opportunity records can be created, viewed, and edited
ABC Technologies has recently completed a large marketing campaign across the globe. The Marketing Director wants to gather customer feedback related to the campaign. He wants to use Salesforce for sending survey forms and collating the survey results directly within Salesforce. How can an Admin meet this requirement? (2)
A.) Use the Salesforce native survey functionality
B.) Procure a third-party survey application
C.) Create a custom survey application using .net and integrate with Salesforce
D.) Look for an AppExchange solution to install that meets the requirements
A.) Use the Salesforce native survey functionality
D.) Look for an AppExchange solution to install that meets the requirements
A user would like to receive email digests of the different Chatter activities in her personal feed. What are the available frequencies that can be chosen when opting for email digests of Chatter activity? (2)
A.) Weekly
B.) Monthly
C.) Daily
D.) Hourly
A.) Weekly
C.) Daily
