(Activity management and collaboration 3%) Describe

Question 1

activity management capabilities

Answer 1

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

Question 2

tasks & events

Answer 2

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

Question 3

activity timeline

Answer 3

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

Question 4

calendars

Answer 4

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

Question 5

group tasks

Answer 5

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

Question 6

shared activity

Answer 6

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

Question 7

multi-day & repeating events

Answer 7

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

Question 8

specifying activities

Answer 8

related or stand alone:

related: activities

Question 9

specifying activities

Answer 9

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

Question 10

whoID

Answer 10

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

Question 11

whatID

Answer 11

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

Question 12

viewing activities

Answer 12

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

Question 13

activity management salesforce classic vs lightning

Answer 13

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.

Question 14

activities roll up

Answer 14

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

Question 15

activation of roll up

Answer 15

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

Question 16

what happens when roll up settings are updated?

Answer 16

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

Question 17

where can the task list view be accessed?

Answer 17

tasks tab

Question 18

group tasks

Answer 18

a group task can be assigned up to 200 users

Question 19

individual task

Answer 19

a separate copy of the ask is created for each other

Question 20

total task

Answer 20

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

Question 21

group tasks: classic vs lightning

Answer 21

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

Question 22

shared activities

Answer 22

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

Question 23

limit on shared activities?

Answer 23

50 contacts

Question 24

what do activity settings control?

Answer 24

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

Question 25

activity settings for admins where

Answer 25

in setup

Question 26

shared activities for admins is enabled how?

Answer 26

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

Question 27

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

Answer 27

either related lists or activity timeline

Question 28

activity settings for users

Answer 28

end users can customize settings for tasks and events

Question 29

event and task reminders display as what

Answer 29

notification cards

Question 30

task queues

Answer 30

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

Question 31

calendar

Answer 31

visual form of tracking events

Question 32

file attachments in calendar

Answer 32

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

Question 33

personal calendar

Answer 33

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

Question 34

public calendars

Answer 34

administrators can create public calendars and resources

Question 35

public calendar sharing

Answer 35

these calendars can be shared with different roles by default.

Question 36

calendar: lightning experience visibility, item limit

Answer 36

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.

Question 37

what is a resource calendar

Answer 37

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

Question 38

what do you see on the calendar interface?

Answer 38

a list of the personal and public calendars

Question 39

what are public calendars vs resource calendars used for?

Answer 39

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

Question 40

who can you share public and resource calendars with?

Answer 40

individual users, roles, or public groups

Question 41

object calendar

Answer 41

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

Question 42

what are repeating events call in lightning experience

Answer 42

event series

Question 43

activity timeline

Answer 43

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

Question 44

what are next steps in activity timeline

Answer 44

open tasks and upcoming meetings

Question 45

what is a activity composer

Answer 45

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

Question 46

what is upcoming and overdue in activity timeline

Answer 46

this section displays open due tasks and upcoming events

Question 47

what are filters in activity timeline

Answer 47

display activities that meet chosen criteria

Question 48

what are criteria in activity timeline

Answer 48

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

Question 49

archived activities

Answer 49

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