Productivity and Collaboration Flashcards
1
Q
How could you limit Chatter to just a subset of users?
A
Profiles and permission sets
2
Q
Which 2 functions can be customized for the Salesforce mobile app?
A
Navigation menu content & object compact layout
3
Q
What would an admin sync between Salesforce & Outlook
A
Events & link emails to contacts, leads, accts, opptys and cases
4
Q
What could you use to get quick access to sales reports and dashboards?
A
AppExchange
5
Q
Activities
A
Either tasks or events. Records of interactions you’ve had with either accts, contacts or opptys
6
Q
T or F: Customers can be included in private Chatter groups
A
T
7
Q
Quick actions
A
Make users navigation or workflow as smooth as possible by giving them convenient access to info that’s most important
