Unit 4 Get a Refresh on Desktop and Mobile Administration Flashcards
As Salesforce adoption has increased throughout Ursa Major Solar, the sales reps need access to the Salesforce mobile app while on the road. However, the Salesforce mobile app needs to be customized to fit their needs.
Which functions can be customized for the Salesforce mobile app? (Choose two answers.)
NAVIGATION MENU CONTENT
OBJECT COMPACT LAYOUT
Ursa Major Solar uses Outlook for its email needs. As Ursa Major Solar has begun to implement Salesforce, sales reps are concerned that Salesforce won’t integrate with Outlook and they’ll be forced to change email providers (which they don’t want to do).
What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook?
EVENTS
Events in Salesforce can be synchronized between Salesforce and Outlook.
What option can be added to Outlook Publisher Layouts?
Quick Actions
Lightning for Outlook
Lightning for Outlook can link emails in Microsoft
Outlook to contacts, leads, accounts, opportunities, and
cases in Salesforce. It can also relate events to records
within Salesforce.
Salesforce Mobile App
The Salesforce app gives you access to the same
information you see on your computer, but organized for
getting work done while away from the office.