Module 5 Flashcards

1
Q

What should you consider when exporting a report to PDF and sharing the exported file?

A
  1. Information may be obsolete
  2. Access control is not enforced on exported data
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2
Q

What are the four tabs used to guide the user through creating a new report in the report designer?

A
  1. Data
  2. Type
  3. Configure
  4. Style
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3
Q

What can trigger a notification?

A
  1. Record inserted or updated
  2. Event is fired
  3. A script
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4
Q

Name three ways of sharing a report

A
  1. Schedule email
  2. Export to PDF
  3. Publish
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5
Q

Which tabs are used to configure an email notification?

A
  1. When to send
  2. Who will receive
  3. What it will contain
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6
Q

Where can users define notification channels and manage subscriptions?

A

All>System Settings>My Notification preferences
or
User profile menu> preferences>notifications>Core UI

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7
Q

Where do you go to create your own reports?

A

All>Reports>View/Run
From inside any list in the column context menus

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8
Q

What are the main report types?

A
  1. Pareto
  2. Donut
  3. Heatmap
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9
Q

What are some system tables that by default are restricted from the reporting module?

A

syslog
syslog_transaction
sys_attachment
sys_email

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10
Q

What are common report actions?

A
  1. Update
  2. Insert
  3. Insert and stay
  4. Save as report source
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11
Q

What are all options available when sharing a report?

A
  1. Share
  2. Schedule
  3. Add to dashboard
  4. Export to PDF
  5. Publish
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12
Q

For who can tags be made visible?

A
  1. The current logged in user
  2. Groups and users
  3. Everyone
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13
Q

What does Performance Analytics (PA) do?

A

Allows users to create dashboards with widgets to visualize data over time in order to indentify areas of improvement.

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14
Q

What is the PA Architecture?

A
  1. Widgets
  2. Tables
  3. Data Collector
  4. Dashboard
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15
Q

What can PA do in addition to calculating trends?

A
  1. Track performance against targets
  2. Alert when Thresholds are met
  3. Forecast future performance
  4. Compare performance at different points in time
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16
Q

What do templates do?

A

Allow form fields to be populated automatically simplifying the process of generating new records

17
Q

How do you access the template bar in the classic environment?

A

Click the More options icon (… ) from the
form header, then Toggle Template Bar to
work with templates

18
Q

How do you access the template bar in a workspace?

A

When the record opens, click the Template icon in the contextual side panel

19
Q

How do you manually send emails to clients?

A

More options > Email (Classic env)
More options > Compose Email (workspace)

20
Q

How do you create new quick messages?

A

Email Client >
Quick Messages
Click new
Submit

21
Q

How do you add a quick message to an email?

A

See attachments

22
Q

What can you use to create predefined content for email messages?

A

Quick messages

23
Q

What are the main notification methods?

A
  1. Email
  2. SMS
  3. Meeting invitations
24
Q

How do you view the notifications in your system?

A

All>system mailboxex>Outbound>Outbox

25
Q

How do you access the notifications you have received?

A

All>system notification>email>notifications

26
Q

What are the options when for “when to send” when creating a notification?

A
  1. Record inserted or updated
  2. Event is fired
  3. Triggered
  4. Script
27
Q

How does dot-walking do in the context of a notification?

A

gathers information from a series of tables through reference fields

28
Q

What are notification watermarks?

A

A random 31-character string that makes it unique and can be customized. It consists of:
1. Customizable prefix (3 ch)
2. Auto-numbered identifier (7 ch)
3. An underscore character followed by a random 20-charcter string

The system generates it by default at the bottom of each notification email to allow matching incoming email to existing records

29
Q

How can you ensure that certain notifications won’t be unsuscribed?

A

Through the fields:
1. Force delivery
2. Mandatory

30
Q

What tool allows agents to have real-time collaboration with others, around a task-based or interaction-based record in a Workspace?

A

Sidebar

31
Q

In what workspaces is sidebar supported?

A
32
Q

Is it true that Sidebar and activity stream are integrated?

A

Yes

33
Q

What offers pre-built sets of integration actions to interact with common third-party applications?

A

Integration Hub

34
Q

How are sets of integrations called?

A

Spokes

35
Q

What is Automation Centre?

A

An application that uses dashboards to visualize, manage, and measure the health of multi-vendore lifecycles from one place, preventing future automation failures in your instance for multiple vendors.

36
Q

Which roles are able to initiate the setup of Predictive Intelligence?

A

Admin
ml_admin

37
Q

What does Predictive Intelligence do?

A

Uses machine-learning algorithms to set field values during record creation

38
Q

What are the categories impacted by Predictive Intelligence?

A

End users
Frontline workers
Service owners