Productivity and Collaboration Flashcards

Productivity and Collaboration: 7%

1
Q

The managers at Ursa Major Solar asked the administrator to quickly provide access to the sales reports and dashboards.

How can this be done?

A

Search the app exchange for the free adoption report app.

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2
Q

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

A

Check the all-day event checkbox on the event.

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3
Q

A System Administrator wants to implement a feature for call recording to monitor customer service quality using Salesforce Service Cloud.

Which two statements regarding call recording should be considered when implementing this requirement?

Choose 2 options.

A

1.Call recording is a feature that a developer might create with Salesforce App Cloud.

2.Call recording is a feature of some add-on products from the AppExchange.

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4
Q

A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process.

How can the administrator implement this functionality?

A

Install an app from the AppExchange.

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5
Q

Users at Universal Containers (UC) adhere to the following process for expense reports:

Create the expense report.
Attach receipts in an Expenses app.
Send the report to the accountant to review and approve.
An administrator needs to enable this app for Salesforce Mobile.
What should the administrator consider from the User’s perspective?

A

A user can create records, attach receipts as photos, and submit for approval.

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6
Q

Which two actions allow the System Administrator to limit Chatter access during roll-out to a subset of Salesforce users?

Choose 2 options.

A
  1. Create a Permission Set with the “Enable Chatter” permission for the subset of users.
  2. Edit a Profile to “Enable Chatter” for the subset of users.
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7
Q

Universal Containers wants Sales Reps to process credit card payments when an Opportunity is Closed Won.

Which approach should the System Administrator use to enable this feature?

A

Install an AppExchange credit card payment package.

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