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Admin > (Activity management and collaboration 3%) Describe > Flashcards

(Activity management and collaboration 3%) Describe Flashcards

1
Q

activity management capabilities

A

task & events, activity timeline, calendars, group tasks, shared activities, multi-day & repeating events

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2
Q

tasks & events

A

activities can be ether tasks or events. a task is a to-do item with an optional due date. an event is a scheduled calendar event with a duration

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3
Q

activity timeline

A

a lighting experience feature that shows next steps, including open task and upcoming events, and past activities

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4
Q

calendars

A

calendars can be personal or public. Personal calendars can be shared with users. public calendars can be shared with public groups, roles and users

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5
Q

group tasks

A

a group task is a task that can be assigned to up to 100 users, which creates a separate copy of the task for each user

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6
Q

shared activity

A

can be enabled. Up to 50 contacts, including a designated primary contact, can be related to a shared task or event

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7
Q

multi-day & repeating events

A

events that last for more than 24 hours and repeating events can be enabled or disabled by navigating to activity settings in setup

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8
Q

specifying activities

A

related or stand alone:

related: activities

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9
Q

specifying activities

A

related or stand alone:

related: activities can be related to records such as accounts, contacts, cases, and opportunities

stand alone: activities can be independent as personal task or event

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10
Q

whoID

A

task and event objects have a whoID field used for relating to lead or contact objects

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11
Q

whatID

A

task and events objects have a whatID field used for relating to account, opportunity, campaign, case, and other objects

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12
Q

viewing activities

A

activities can be viewed from the calendar for events or task list on the home page for tasks

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13
Q

activity management salesforce classic vs lightning

A

classic:
+no activities tab
+activities are created and viewed only from the +related record
lightning:
+task list view is available
+tasks can be created from the list view
+the open activities and activity history related lists are +replace with the activities component.

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14
Q

activities roll up

A

tasks or events of a contact cam also be displayed in the activity feed of the related account record

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15
Q

activation of roll up

A

activity settings in setup> enable ‘roll up activities to a contact’s primary account’

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16
Q

what happens when roll up settings are updated?

A

the activities are affected in different ways.

application:
only new activities are affected

consideration:
existing activities are only affected if they’re updated in a way that causes the roll up to be recalculated, such as when a activity is closed

recommendation:
in an org where contacts can relate to multiple accounts, it is not recommended to update the roll up setting

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17
Q

where can the task list view be accessed?

A

tasks tab

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18
Q

group tasks

A

a group task can be assigned up to 200 users

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19
Q

individual task

A

a separate copy of the ask is created for each other

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20
Q

total task

A

after the users are selected, and before the task is created, the total number of tasks to be created is displayed

21
Q

group tasks: classic vs lightning

A

classic: group tasks can be assigned to a selection of public groups, roles, or multiple users

lightning experience: group tasks can be assigned to multiple users or groups

22
Q

shared activities

A

shared activity is a task or event that is related to multiple contacts

23
Q

limit on shared activities?

A

50 contacts

24
Q

what do activity settings control?

A

general activity behavior and functionality, which can be enabled or disabled like group tasks, activity reminders, multi-day events, recurring tasks and events

25
Q

activity settings for admins where

A

in setup

26
Q

shared activities for admins is enabled how?

A

is done using the setting “allow users to relate multiple contacts to tasks and events” and can take up to 48 hours

27
Q

default view for admin activity setting can be set to what?

A

either related lists or activity timeline

28
Q

activity settings for users

A

end users can customize settings for tasks and events

29
Q

event and task reminders display as what

A

notification cards

30
Q

task queues

A

a task when assigned to a queue can be completed by any queue member.

31
Q

calendar

A

visual form of tracking events

32
Q

file attachments in calendar

A

if a user creates an event and associates a file to it, anybody with access to the even can also view the file

33
Q

personal calendar

A

every user has a personal calendar, owners can grant access to other users

34
Q

public calendars

A

administrators can create public calendars and resources

35
Q

public calendar sharing

A

these calendars can be shared with different roles by default.

36
Q

calendar: lightning experience visibility, item limit

A

individual calendars can be shared or hidden, item limit there is a limit of 150 items that can be displayed in a day or week.

37
Q

what is a resource calendar

A

resources, such as computers and other equipment, needed for a meeting can be booked

38
Q

what do you see on the calendar interface?

A

a list of the personal and public calendars

39
Q

what are public calendars vs resource calendars used for?

A

public calendars are used to manage group activities, while resource calendars can be used to schedule the use of shared resources

40
Q

who can you share public and resource calendars with?

A

individual users, roles, or public groups

41
Q

object calendar

A

easy way to track upcoming events or campaigns related to an object like closing opportunities

42
Q

what are repeating events call in lightning experience

A

event series

43
Q

activity timeline

A

displays next steps and past activities on an opportunity, lead, account, contract, and custom objects that have been actively enabled

44
Q

what are next steps in activity timeline

A

open tasks and upcoming meetings

45
Q

what is a activity composer

A

above timeline, which allows tasks and meetings to be added easily

46
Q

what is upcoming and overdue in activity timeline

A

this section displays open due tasks and upcoming events

47
Q

what are filters in activity timeline

A

display activities that meet chosen criteria

48
Q

what are criteria in activity timeline

A

what you want to filter by. can include data range, ‘all’, ‘my’ activities, activity types, such as email, events, tasks

49
Q

archived activities

A

where salesforce permanently stores archived activities, which can be viewed from the timeline by clicking the “view all” option

Admin (39 decks)

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