Sales Productivity and Integration Flashcards
What list in the activity timeline displays future events and upcoming tasks?
Upcoming & Overdue
How can upcoming and overdue activities be sorted in the activity timeline?
By date
How can activities in the activity timeline be filtered?
Date range and activity type
How can emails be flagged in the activity timeline?
When using Einstein Activity Capture, email insights such as “Commitment Made” and “Objection Made” can be automatically flagged.
What are 3 true statements about the activity timeline in Lightning Experience?
- Emails that include commitments and objections can be automatically flagged.
- Upcoming and overdue activities can be sorted by date.
- Activities displayed can be filtered by date range and activity type.
When using Outlook integration, how many contacts and leads can an event be logged to?
50 contacts (only 15 matching are displayed), 1 lead
When using Outlook integration to manually log events, are contact records automatically selected?
Matching contact records are automatically selected if Salesforce is set up for shared activities and “Allow Users to Relate Multiple Contacts to Tasks and Events” has been enabled.
How can the level of access be seen when using Synced Sharing?
By opening the “Share” window.
With Synced Sharing what does “Salesforce Record Access” provide?
Ensures that users who have access to a Salesforce record have the same level of access to the documents that are linked to it.
Are users required to connect to Salesforce to view a document with Synced Sharing?
If the org has not already been connected, users must connect first.
Is Synced Sharing retroactive?
Yes. When Synced Sharing is enabled, it applies to new AND previously linked documents.
What is restricted Synced Sharing?
Document access is lost when record access is lost.
What are Chatter publisher actions?
Used to create actions that can be performed on the current record such as create a follow-up task.
What are Chatter topics?
Used to add topics to Chatter posts and records, making them easily searchable.
Can Sales Path be used on Salesforce mobile?
Yes
Can Chatter be used on Salesforce mobile?
Yes
How many records can be linked to a Chatter post or comment?
25
What are dynamic actions?
Dynamic actions are supported in mobile and must be enabled in a Lighting record page. Action visibility can be set based on fields and devices. Once dynamic actions have been enabled, the actions available in the highlights panel are no longer controlled from the object’s page layout.
How should users be managed between sandboxes and production when using Lightning sync?
A user should be removed from the Lightning Sync configuration in a sandbox environment before adding them to a live environment to prevent syncing of live and test data.
Should users be added to more than one Lightning Sync configuration?
No - this prevents syncing contacts and events between multiple Salesforce orgs.
How can the Type field be used to filter a campaign member list view?
It can filter to either Leads or Contacts.
Can the Campaign Members related list be filtered by campaign name?
No. It can be used to send a list email but it cannot be filtered by campaign name.
Which Salesforce mobile app feature provides access to Chatter feed, Salesforce Today and recent items?
Navigation menut
What should be set up to allow sales reps to relate emails to Salesforce records from Outlook?
Outlook integration or Einstein Activity Capture
What can be created to quickly and easily create Salesforce records on the go using the Salesforce mobile app?
Quick Actions
When Email to Salesforce is used, where do emails related to Salesforce records appear?
Activity History
Which option in the Salesforce mobile app settings allow users to select items that should be available for offline viewing?
Offline Preferences
Which feature can be clicked on Leads tab to send an email to multiple leads from Salesforce?
Mass Email Leads
Which Salesforce feature allows syncing contacts and events between Salesforce and Google applications?
Lightning Sync
Which feature allows users to see recently accessed records in the Salesforce mobile app while offline?
Caching
Where can sales reps manage their Lightning email templates?
Email templates page in Lightning experiences
Which app can be integrated with Salesforce and used by sales reps to edit documents and collaborate with co-workers?
Quip
Which items can be synced between Salesforce and Microsoft Outlook using Lightning Sync?
Contacts, Events and Person Accounts
Which Lightning Experience feature can be used by sales reps to send an email to multiple recipients in a contact or lead list view?
List Email
What can be set up to connect a Google or Microsoft account to Salesforce and automatically associate emails and events with related Salesforce records?
Einstein Activity Capture
Which app can be integrated with Salesforce to allow sales reps to access links to documents for collaboration from the Salesforce app?
Quip
Which filters are available in the Salesforce mobile app to filter an opportunity list view by territory?
My Territories and My Territory Teams
Which feature available on the Salesforce mobile app allows members of a group to be more aware and responsive when their group is @mentioned in Chatter?
Push Notifications for Group Mentions
What can be activated in Setup to allow sales reps to see whether their emails are delivered to contacts, leads and person accounts in Salesforce?
Bounce Management
What can be selected in a Lightning Sync configuration to allow sales reps to sync repeating events between Outlook and Lightning Sync?
Sync Event Series under Event Filters
Which setting can be enabled in a Lightning Sync configuration to allow sales reps to sync repeating events in Lightning Sync?
Select Event Series
In Lighting Experience, which two options are available for a sales rep who needs to insert quick text in a text field?
Pop up button and keyboard shortcuts
What can be utilized by a user who uses Outlook integration with Inbox to save time and improve consistency while using short sentences in emails that are used quite often?
Text shortcuts
What can be used by sales reps to see if and when customers open regular email they send through Salesforce
Activity Timeline
Which app in the Salesforce mobile app shows items such as Today and Quip by default?
Mobile Only
What can be followed in Salesforce?
People, groups, records
Which type of reports are not supported in the mobile version of Salesforce?
Joined reports
What can be utilized to ensure that a certain type of Chatter notification appears on the users’ Salesforce mobile app?
Notification Delivery Settings in Setup
