Productivity & Collaboration Flashcards
What is the difference between tasks and events?
A task is a to-do that may or may not have a due date. An event always has a duration.
What Activity Management features can be controlled using settings?
Shared Activities, Group Tasks, Recurrence, Activity Reminders, Multi-Day Events
Where can activities be found within Salesforce?
On the home page, calendar view or activity related-list (Salesforce Classic only) on a record
What are the different types of calendars?
User, Public Calendars and Resources
How do Group Tasks work?
A Group Task is a task that can be assigned to up to 200 users and Salesforce will create a separate copy of the task for each user.
When would Shared Activities be used?
When up to 50 contacts have to be related to one event or task, such as recording all of the people invited to a meeting
What can be customized with activities?
Similar to other objects, activity fields, validation rules, record types and page layouts can be customized.
In Lightning Experience, where can a user find activities related to supported objects?
The Activity Timeline
Where can a list of sent emails related to a record be found?
Sent Emails are listed in the Activity History related list.
What is a Chatter feed?
A sorted list of activities (posts, comments, record updates) related to a record, group or user
What is the usage of Chatter Topics?
What is the usage of Chatter Topics?
What is Feed Tracking?
Enables a feed on selected standard and custom objects. Fields can be selected, so that updates to those fields will be displayed in the feed
What are Chatter groups and what are the different types?
Chatter groups allow people to collaborate; can be private, public or unlisted.
What are the different types of Chatter licenses?
Chatter Free, Chatter Only/Plus, Chatter External, and Lightning Platform Starter
What are Chatter Publisher Actions?
Actions that are available from the Chatter Feed, such as Post, File, New Task, Poll. Standard actions are available, custom actions can be defined.
What can Chatter Only users do?
They can use features including groups, files, and profiles; view accounts, contacts, ideas, answers, content, dashboards, reports, workflows, calendars; and can access to up 10 custom objects.
What is a Chatter External license used for?
Invite customers (users outside of a company’s domain) to chatter groups for collaboration. They have no access to Salesforce objects and data
What can be done to avoid losing long Chatter posts?
Enable Drafts in Chatter Settings
What can Chatter Free users do?
Chatter Free users can access Chatter features but have no access to tabs or data.
Which license allows internal users within Partner and Customer Sites to access chatter and be Chatter moderators?
Lightning Platform Starter
What are repeating events called in Salesforce?
In Salesforce Classic, it is called recurring events. In Lightning Experience and Salesforce app, it is called event series.
How can users be included in a calendar event?
By using the Attendees field
What are the different types of AppExchange use cases?
Generic, Functional and Industry Specific
Which environments are available for selection in the Outlook Integration side panel?
Production and Sandbox
What are some examples of Functional AppExchange use cases?
Sales, Marketing, Customer Service, Finance, HR
Which Chatter feature should users use if they don’t want to receive notifications about specific post?
Mute
Which type of solution can be downloaded from the AppExchange to connect Salesforce to a third-party system for accepting credit card payments?
Flow Solution
What are some examples of Generic AppExchange use cases?
Document Generation, Data Loaders, Document Signing, Email, GeoLocation
What are some examples of Industry Specific AppExchange use cases?
Healthcare and Life Sciences (Veeva), Real Estate, Education, Non Profit, Financial Services
