Unit 3 Activity Management and Collaboration

Question 1

The sales director at Ursa Major Solar has a team of 50 sales reps located around the world. The sales director’s team uses the calendar feature in Salesforce so she can access the team’s busy schedule. However, members of the team log their all-day events differently and the sales
director wants some uniformity.

How should a sales rep create an all-day event in Salesforce?

Answer 1

CHECK THE ALL-DAY EVENT
CHECKBOX ON THE EVENT.
Using the all-day event checkbox is the most efficient way to log an all-day event. This avoids the office hours discrepancies of sales reps across multiple time zones.

Question 2

Ursa Major Solar is implementing Salesforce within its organization. All users at Ursa Major Solar have been loaded into the system, but a small group of users have been identified to be the test users before full company adoption. These test users provide feedback via Chatter to ensure all features and tools are adjusted to work for the company-wide deployment.

Which actions allow the system administrator to limit Chatter access during rollout to a subset of Salesforce users? (Choose two answers.)

Answer 2

CREATE A PERMISSION SET WITH THE ENABLE CHATTER PERMISSION FOR THE SUBSET OF USERS.

EDIT A PROFILE TO ENABLE CHATTER FOR THE SUBSET OF USERS.

Question 3

How should a Chatter user send a message to
another Chatter user that cannot be viewed by
anyone else?

Answer 3

Post a private message to the recipient.

Question 4

Activities

Answer 4

Activities are records of the interactions your organization has with records such as your accounts, contacts, and opportunities. They can be either tasks or events.

Question 5

Chatter Groups Features

Answer 5

Users in a Chatter group can:
• Collaborate in a private, public, or unlisted group.
• Use Announcements for important messages.
• Post updates, files, and links.
• Include customers in private groups.