Productivity and collaboration( objective 1) Flashcards
when a bulk task is created who can be assigned to it and will they get their own copy of the task
it can be assigned to multiple users and groups and yes each user will get their own copy
who has access to private events?
any user with the modify all and view all data permission
what can be synced with Microsoft exchange lightning sync?
Events and contacts
what are the two activity lists activity timeline displays?
past activity: list contains past meetings, sent emails, and completed tasks upcoming & overdue: list displays future events and upcoming tasks
Einstein Activity Capture
automatically captures emails and events from a connected gmail account and adds them to the activity timeline
Experience builder
can be used to customize parts of a community created from a predefined community template
what are the two capabilities of the create calendar from salesforce object?
a calendar can be customized by applying a list view
a calendar can be created from a custom or standard object
activity archiving
salesforce automatically archives activities if they meet a certain criteria
salesforce does not automatically delete them
it mandatory
they’re included in data export files
Lightning email template
Lightning sync
Email to salesforce
Enhanced email
Outlook integration
Lightning email template: can be used with outlook integration to ensure consistent messaging to customers in order to save time
Lightning Sync: used to keep contacts and events in sync between outlook and salesforce
Email to salesforce: allows automatically logging emails from third party email applications as activities on contact and lead records
Enhanced email: with outlook integration allows users to add emails from outlook to salesforce records as email message objects instead of tasks
Outlook integration: link related emails to records in salesforce and access salesforces records from outlook
What are ideas and what s allowed with them
once enabled in a site users can create, deleted, edited searched, demoted, promoted, comments on , and merged but they cannot be cloned and they cannot be promoted more than once
shared activities allows users relate events to how many contacts
50
how many points is a idea given when demoted or promoted?
10
can tasks be synced using lightning sync?
no
how can sales reps be allowed to schedule event series?
by add the repeat checkbox in the page layout
what is the default behavior for overdue tasks?
a reminder displays the next time the user logs into salesforce
the overdue task is displayed with the date in red on the home page
