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Salesforce #1 > Salesforce Productivity & Collaberation > Flashcards

Salesforce Productivity & Collaberation Flashcards

1
Q

What is the difference between tasks and events?

A

A task is a to-do that may or may not have a due date. An event always has a duration.

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2
Q

What Activity Management fetures can be controlled using settings?

A

Shared Activities, Group Tasks, Recurrence, Activity Reminders, Multi-Day Events

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3
Q

Where can activities be found within Salesforce?

A

On the home page, calendar view or activity related-list (Salesforce Classic only) on a record

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4
Q

What are the different types of calendars?

A

User, Public Calendars and Resources

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5
Q

How do Group Tasks work?

A

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.

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6
Q

When would Shared Activities be used?

A

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

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7
Q

What can be customized with activities?

A

Similar to other objects, activity fields, validation rules, record types and page layouts can be customized.

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8
Q

In Lightning Experience, where can a user find activities related to support objects?

A

The Activity Timeline

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9
Q

Where can a list of sent emails related to a record be found?

A

Sent Emails are listed in the Activity History related list.

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10
Q

What is a Chatter feed?

A

A sorted list of activities (posts, comments, record updates) related to a record, group or user

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11
Q

What is the usage of Chatter Topics?

A

Allows posts to be organized. Can also be used to add topics to records. Views can use topics as a criteria.

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12
Q

What is Feed Tracking?

A

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

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13
Q

What are Chatter groups and what are the different types?

A

Chatter groups allow people to collaborate; can be private, public or unlisted.

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14
Q

What are the different types of Chatter licenses?

A

Chatter Free, Chatter Only/Plus, Chatter External, and Lightning Platform Starter

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15
Q

What are Chatter Publisher Actions?

A

Actions that are available from the Chatter Feed, such as Post, File, New Task, Poll. Standard actions are available, custom actions can be defined.

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16
Q

What can Chatter Only users do?

A

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.

17
Q

What is a Chatter External license used for?

A

Invite customers (users outside of a company’s domain) to chatter groups for collaboration. They have no access to Salesforce objects and data

18
Q

What can be done to avoid losing long chatter posts?

A

Enable Drafts in Chatter Settings

19
Q

What can Chatter Free users do?

A

Chatter Free users can access Chatter features but have no access to tabs or data

20
Q

Which license allows users in Partner and Customer communities to access Chatter?

A

Lightning Platform Starter

21
Q

What are repeating events called in Salesforce?

A

In Salesforce Classic, it is called recurring events. In Lightning Experience and Salesforce app, it is called event series.

22
Q

How can users be included in a calendar event?

A

By using the Attendees field

23
Q

What are the different types of AppExchange use cases?

A

Generic, Functional and Industry Specific

24
Q

Which environments are available for selection in the Outlook Integration side panel?

A

Production and Sandbox

25
Q

What are some examples of Functional AppExchange use cases?

A

Sales, Marketing, Customer Service, Finance, HR

26
Q

Which chatter feature should users use if they don’t want to receive notifications about specific post?

A

Mute

27
Q

Which type of solution can be downloaded from the AppExchange to connect Salesforce to a third-party system for accepting credit card payments?

A

Flow Solution

28
Q

What are some examples of Generic AppExchange use cases?

A

Document Generation, Data Loaders, Document Signing, Email, GeoLocation

29
Q

What are some examples of Industry Specific AppExchange use cases?

A

Healthcare and Life Sciences (Veeva), Real Estate, Education, Non Profit, Financial Services

Salesforce #1 (6 decks)

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