Productivity and Collaboration 2 Flashcards
(21 cards)
What can Chatter Only users do?
They can use features including groups, files, and profiles, view accounts, contacts, ideals, answers, content, dashboard, reports, workflows, calendars, and can access to up 10 custom objects.
What is a Chatter External license used for?
Invite customers (user outside of a company’s domain) to chatter groups for collaboration. They have no access to Salesforce objects and data
What can be done to avoid losing long Chatter post?
Enable Drafts in Chatter Settings
What can Chatter Free users do?
Chatter Free users can access Chatter features but have no access to tabs of data.
Which license allows users in Partner and Customer communities to access Chatter?
Lightning Platform Starter
What are repeating events called in Salesforce?
In Salesforce Classic, it is called recurring events. In Lightning Experience and Salesforce app, it is called event series.
How can users be included in a calendar event?
By using the Attendees field
What data is available in the Salesforce App?
Standard and Customer object data available
What functionality is not available in the Salesforce app?
Some standard functionality is not available sue as Account Hierarchy, merge Accounts and Contacts, Manage campaign members.
What functionality related to users is available in SalesforceA?
Create new users (iOS Only), Edit User Details, Reset Passwords, Assign Permissions Sets, Activate, Deactivate, Unlock, Freeze, Unfreeze users, View Login History
What User related function can not be done on SalesforceA?
Update Role field
Which mobile app can be intergraded with Salesforce org to allow users to share and edit documents via the Salesforce app?
Quip
Which environment are available for selection in the Outlook Integration side panel?
Production and Sandbox
Which checkbox can be selected in the Salesforce app by a user who would like Salesforce to run territory assignment rules when an account is updated and saved?
‘Evaluate this account against territory rules on sale’ checkbox
Which related list can be accessed on an account record in the Salesforce app to view information about users in the account’s territory?
‘Users in Assigned Territories’ related list
What are the different types of AppExchange use cases?
Generic, Functional and Industry Specific
Which Chatter feature should users use if they don’t want to receive notifications about specific post?
Mute
What are some examples of Functional AppExchange use cases?
Sales, Marketing, Customer Service, Finance, HR
What are some examples of Generic AppExchange use cases?
Document Generation, Data Loaders, Document Signing Email, GeoLocation
Which type of solution can be downloaded from the AppExchange to connect Salesforce to a third-party system for accepting credit card payments?
Flow Solutions
What are some examples of Industry Specific AppExchange use cases?
Healthcare and Life Sciences (Veeva), Real Estate, Education, Non Profit, Financial Services
