Activity Management and Collaboration- Admin

Which is correct when wanting to set up a Chatter group in which customers can participate?

- "Allow Customers" Chatter group setting must be checked before customers can participate in the group - Unlisted access type Chatter groups may also include customers - Internal users must be the owner or manager of the group to invite new members (whether internal users or customers) ***The Standard type group membership role does not allow this action - Membership role type can be Standard or Admin, Admin role allows Chatter group management

The Sales Manager has requested a report of the feeds on certain objects. What is required to keep track of the feed activities on a record?

- A custom report based on a custom report type - The Salesforce Administrator can enable the Sales Manager to monitor record feed engagement on standard and custom objects by creating a custom report type from Object>ObjectFeeds

Create a task to call a contact related to the "Edge" account. Would like to follow up on the task by meeting with the contact at a particular location. How can this be created in Lightning Experience to follow up and ensure that the account and contact are copied from the original task?

- A follow-up event can be created in lightning experience to follow up on an existing task. - The key information is copied from the original task so sales reps don't have to enter the data twice - Unlike a follow-up task a location can be specified in a follow-up event ***There is no follow-up activity your record

What features are included in chatter?

- A poll can be used within a chatter post - Topics can be selected and added to a post - Posts can be shared to the users chatter profile or groups that the user is a member of - Posts can refer to selected record but do not automatically include record data in the posts - Topics can be created and selected to a post by using a hashtag before the topic name ***Post cannot be shared with social media channels -Topics can be created and selected to a post by using a hashtag before the topic name

When creating an event, a sales representative of the the company would like to add a contact and a person account as attendees to the event. What should an admin do to meet this requirement?

- Add the "Attendees" field to the Event page layout -The "attendees" field can be added to the Event page layout to allow users to add Salesforce users, contacts, person accounts, and leads to the events that they create in Lightning Experience ***Setting up Lightning Sync is only required to send invitations to attendees and receive their responses ***There is also not setting in "Activity Settings" that can be enabled to allow users to add attendees

What Chatter group configuration would be most appropriate to restrict the ability to post to group owners and managers only?

- Broadcast Only must be enabled -This group setting restricts the ability to post to group owners and managers only for public and private groups - This allows for posts to be focused on the relevant topic only - The group setting for Access Type defines who can join the group but not control who can submit posts ***There are not group settings for "Post Sharing" and "Post Visibility"

A Salesforce administrator is providing end user training on the many features of Chatter. What is true regarding Chatter questions the administrator should include in the training?

- Chatter questions is available in the chatter feed, and groups, and in record - Cases can be created from questions in Classic only - A best answer can be marked for a question - Similar questions and knowledge articles appear when a customer ask a question using the "Question" action of the chatter publisher

Sales manager is working on a proposal for a new business opportunity and wants to share files and collaborate with his team. Only the teams should have access to the information shared inside the group. What should the manager do?

- Create a private Chatter group and add the team members - Information in a private Chatter group is only available to group members - - The owner OR manager of the group can add members -Users cannot make requests to join an unlisted Chatter group - Files and information on the opportunity record feed are available to anybody that has access to the opportunity record

A user wants to collaborate and discuss a record as a team with a group of other users. How can an administrator enable this most efficiently?

- Create a. group fo the set of users and allow the ability to add records to Chatter groups by enabling the allow records in groups setting - By enabling the "Allow Records in Groups" setting, users can add records to Chatter groups to collaborate on and discuss as a team in the group

What is true regarding group tasks when trying to assign a task to a group of users?

- Each member of the group is assigned a copy of the task - Group tasks are enabled by default in Lightning Experience - When creating a task, up to 200 users can be assigned an independent copy of the same task ***Personal groups are a way to organize users into groups that are meaningful, but group tasks are not only created for personal groups

A gov agency would like to user Chatter but plants to test it in one department initially. How can you accomplish this?

- Enable Profile Based Rollout for Chatter and disable Chatter access for any custom profiles that should not have access to Chatter - The rollout of Chatter can be restricted by profile - To use Profile Based Rollout for Chatter, it must be enabled - Once it has been enabled , the "Enable Chatter" permission would need to be deselected for the profiles that should not have access to Chatter

Sales Manager wants to make sure that he is notified in both desktop and mobile channels whenever his @mentioned in a Chatter group that he is a member of. He has downloaded the recent Salesforce mobile app on his iPhone. How can this requirement be fulfilled in Notification Builder?

- Enable delivery to the desktop channel in the "Individual mentions on a post" Notification Type - Enable delivery to Salesforce Chatter and Salesforce for iOS in the "Individual mentions on a post" Notification Type - Enable delivery to the mobile channel in the "Individual mentions on a post" Notification Type

What is true about sharing files in Lightning Experience?

- File permissions can be changed by file owners and collaborators - Files home can be accessed to share a particular file - A file can be shared privately with specific people - File permissions for people and groups can be set to "Viewer", "Collaborator", or "Set by Record". - File permissions for files shared with the company can be changed to "Viewer", "Collaborator", or "No Access" - A file is shared with the company when it is posted to a profile, record, public group, or a feed that all users can see

A sales's user of Cosmic Innovations has created an open task related to a contest record in Salesforce. Where can this task be viewed in Salesforce classic?

- In the open activities related list of the account related to the contact -In the open activities related list of the contact -In the my activities list for the person assigned to the task -In Salesforce classic an open task is visible and the open activities related list if a task is created and related to a contact -It will also be visible in the tasks list on the homepage and the "My Activities" list of the person assigned the task ***The Activity history-related list shows all completed tasks

How can the SFDC Admin promote community engagement by giving users the ability to ask and answer questions in Chatter?

- Increase the visibility of the Question action in the publisher layout - Chatter Questions allows users to ask questions in their Chatter feed,groups, and records - The "Question" action is automatically added to the global publisher layout - To increase visibility of the action it can be moved to the left

Critical info in group chatter feeds is often not seen by users. How can the visibility of critical info in a Chatter group feed by improved?

- Pinning a post in a feed will display it at the top of the feed - User permissions can be used to control users are able to use this feature

What is true regarding the "Mute Post" feature?

- Posts can be automatically muted if the user is mentioned on the muted post - Muting a post removes it from the Chatter and Home page feeds, but not from a group, profile or record feed - Muted posts can be viewed using the "Muted" filter on the side panel in Salesforce Classic - Posts can be muted using the dropdown menu or by replying to post emails and the word "mute"

What is true regarding Private Events?

- Private events are accessible to the user that created the event and any user that has the "View All Data" or "Modify All Data" permission ***There are a few exceptions to role-hierarchy based sharing and these include events marked as private

Which locations can be used to start a message private and send it to a user?

- Receiver's profile - Chatter tab - A private message can be sent to a user using the "messages" link on the Chatter tab - It can also be sent using the "Send a message" link on the intended user's profile

What is true regarding adding records to Chatter groups?

- Records cannot be added to groups that allow customers - Records that allow customers do not support adding records - The setting "Allow in Chatter Groups" on custom objects determines if the records can be added to groups - Only users with the permission to access the records have visibility to the record. - Any number of records can be added to a group

What can a Salesforce Administrator restrict related to users attaching files in a Chatter feed or comment?

- Restrict users from selecting files from Salesforce - The "Select Files from Salesforce" user profile permission controls whether the user can upload files from Salesforce to attach to a Chatter feed or post

What is true regarding the ability to format Chatter posts with rich text?

- Rich text includes bold, italic, underline, bullet, and numbered lists -Rich text allows the insertion of a hyperlink or an image to a post - Formatting posts with rich text is a Chatter setting which can be enabled or disabled - "Allow users to compose rich text posts" is a Chatter setting which allows rich text to be added to text posts, questions, and posts with link or file attachments

Sales users use Lightning Exp to create and manger records as well as related activities. A sales manager would like to schedule events for monthly meetings that repeat indefinitely What can an administrator do?

- Sales reps can be allowed to schedule event series by adding the "Repeat" checkbox to the Event page layout - The reps can select "Repeat" in order to schedule daily, weekly, monthly, or other repeating events.

User cannot find the Activities tab in Salesforce Classic. User asked they can find a list of their activities, how can the administrator assist the user?

- Salesforce standard functionality allows access to activities using the Calendar and My Tasks sections on the Home Page - Ask a developer to create a new tab to display Activities - There are a number of AppExchange app that add Activity tabs and views ***A custom object tab cannot be created for activities since activities include tasks, events, and calendars, which are not custom objects

Tasks are often created and assigned to sales reps but they are not able to complete them in a timely manner. What can be set up in Salesforce in order to allow sales reps share their workload?

- Set up a new queue supporting the Task object and assign the task to the queue - It is possible to assign tasks records to a queue ***an existing queue cannot be assigned a task record unless the queue is edited to support the task object - Since it is possible to assign tasks to a queue, workflow rules are not required

A user wants to share files from an external source with other users. What is the best way to do this?

- Set up files to access external files and share through the chatter feed - After setting up Files Connect, users can access files from external data sources, like Google Drive, SharePoint and Box - The files can be shared via the Chatter feed

What is the default behavior when tasks are overdue in Salesforce?

- The overdue task is displayed with the date in red on the home page - A reminder displays the next time the user logs into Salesforce - Overdue tasks are also displayed in red in the "My Tasks" section on the home page

What is true regarding managing tasks in Lightning Experience?

- The status of a task can be changed by dragging and dropping in the Kanban View -Tasks can be displayed in a table View -In Lightning Experience there are 3 views available: table, Kanban, and split -In the split view the complete list of tasks is displayed next to the detail on one task -Tasks can be deleted from the task list view

Cosmic Clothing has added the "Attendees" field to the Event page layout. A sales representative is creating an event in Lightning Experience. Which of the following can be added to the event as an attendee?

- Users - Contacts - Leads - When creating an event in Lightning Experience, a sales representative can add Salesforce users, contacts, person accounts, and leads as attendees. ***Business accounts cannot be added as attendees ***It is also not possible to add campaign members as attendees

A sales rep @mentions the group to ask a question regarding an opportunity record. What is true regarding the user of @mention for a group on a record feed?

-A group-record relationship record is created - The record displays in the group records related list in the group -The group name that is @mentioned becomes a link to the group page - Only users with sharing access to the record can view the record

The main office of cosmic solar has several conference rooms that are used for presentations in meetings. Sales users of the company use Salesforce schedule events. When creating an event in lightning experience, what can a sales manager do to reserve a particular conference room for a meeting?

-Add the conference room resource as an attendee -Meeting resources, such as conference rooms and projectors, can be reserved for an event -A resource can be added as an attendee, while creating an event -Resources can be created by navigating to "Public Calendars and Resources" in Setup

What are two capabilities of the "Create calendar from Salesforce Object" feature?

-Calendars can be customized by applying a list View -A calendar can be created from a custom or standard object and can be customized by applying a list view -The fields that determine what data the calendar displays can be selected -Once created the calendar can be edited and deleted

What chatter license type can be used to provide internal users access to chatter features only?

-Chatter free licenses provide access to Chatter and its Associated components including people, profiles, groups, and files. They have no access to Salesforce objects or data. -Chatter External is used to invite customers outside of the organization email domain into Chatter groups -Chatter only, also known as Chatter Plus provides access to some Salesforce objects in addition to chatter features. It is no longer available to new customers only existing Chatter Plus customers can purchase additional chatter plus licenses

Which features describe chatter correctly?

-Chatter tracking provides real-time notification of changes to a particular record -The Chatter user profile allows a user to share important information about themselves, including including adding a profile pic and a profile Banner -You can choose to follow individual records using chatter -Salesforce console does not currently support Chatter -Changes to tracked record fields are detected by field tracking and are posted as updates in the "What I Follow feed"

A Salesforce administrator has created a "Project" custom object and would like to track Project Tasks. How can the administrator accomplish this?

-Check the "Allow Activities" checkbox on the Project object -The "Allow Activities" checkbox is available in the custom object settings and will allow activities to be associated with a custom object. -If this option is selected when the object is created it will add activity related list to the default page layout in Salesforce Classic -If using Lightning Experience, an Activity section will appear in the default page layout

Julie has created a new post on the chatter feed. After she has share the post, what actions can she perform on the post?

-Create a new task related to The Post -Edit the post and change the text -The only quick action that can be performed on a Feed Item/Post is create new task -An administrator must add the "Create New Task" quick action to the "Feed Item Layout" to make it visible to users -An existing post can be edited or deleted

One of the sales managers would like to discuss a sales Proposal with a few selected Account Managers.They want to make sure that the discussions related to it are available in one place and remain secure. What options should the Salesforce administrator consider?

-Create a private Chatter group -Create an unlisted Chatter group -Any user can join a public charter group and the details will not remain secure -Unlisted chatter groups are more secure and offer more privacy compared to private groups as users can not ask to join or see the group in list views, feeds, or search results

Users should be able to create and edit tasks but not delete them. What can be done to accomplish this?

-Create a trigger on tasks to prevent deletion. -There is no delete tasks permission available. -If the edit task permission is removed the user will not be able to create or edit tasks -A trigger is required to prevent deletion of tasks records

A system seller director wants his managers to be able to create Chatter groups for their respective team. Preferably he wants the groups' details to only be visible to the group's members and himself. He wants to be able to manage all of the groups as well. He does not want any user outside of a group to be able to delete anything on the content field. What would an administrator do to accommodate this request?

-Enable unlisted groups in chatter settings -Ensure the director has the "Manage Unlisted Groups "permission -Unlisted groups offer more privacy than private groups -The "View All Data" or "Modify All Data" permission is not enough to allow non-members to view or update unlisted groups - Only if one has the "Manage Unlisted Groups" permission would a non-member be able to access or modify unlisted groups and it files and feed content - In addition, only members of an unlisted group may be able to delete feed content

What is true regarding creating tasks in bulk and lightning experience?

-If a task is assigned to multiple users, a copy of the task is created for each user. -When a task is created it can be assigned to multiple users and groups. - Each user will get their own copy of the tasks with their name in the assigned To field

After a question has been asked in Chatter questions, the best answer can be selected. What is true regarding the best answer?

-Only one answer can be selected as the best answer by the person that asks a question or the moderator -The best answer status can be removed. Once I do the best answer go up here at the top of the list

Global Technologies wants to give a Salesforce represented the ability to relate emails, contacts, and events in Microsoft Outlook and Microsoft Exchange would Salesforce records. What can be configured by an administrator to meet this need?

-Outlook Integration and Lightning Sync -Using lightning syncing Outlook integration together as an ideal solution for customers who use Microsoft Exchange Office 360 and Outlook -With Lightning Sync, users can sync contacts, events, or both between Microsoft Exchange and Salesforce Salesforce records from Outlook -Starting winter 19 if Salesforce for Outlook has not been set up service is no longer available

The sales reps of Cosmic use lightning experience. One of the sales managers has created a sales team that consists of five reps. These reps should be able to view, schedule, and update shared events without switching to Salesforce classic. What feature can the sales reps utilize for this use case?

-Public calendar -Public calendars can be used to manage group activities, such as scheduling a common event -Everyone who shares the public calendar can view, schedule, and update events without switching to Salesforce classic

What is the result of enabling the "Roll Up Activities to a Contact's Primary Account" feature in Activity Settings?

-Related tasks and events of contacts are displayed in the primary account of the contact -When activities roll-up is enabled via the Activity Settings in an org, activities related to a contact will be displayed in the primary account of the contact -Activity details related to the contact will always be displayed in the activity feed of the contact whether or not the activities roll up feature is enabled -Tasks and events related to the content cannot be automatically assigned to the account owner using this feature -Activity field values cannot be aggregated at the related account record using this option

What is true regarding archived activities?

-Salesforce automatically archives activities if they meet certain criteria (example clothes tax more than 365 days ago) -Once archived, they are included in data export files and users can view these -Salesforce does not delete archived activities, but users can manually delete them -Activity archiving is mandatory and not an optional setting

A user, who has uploaded and shared many files in the org, asked the administrator about using freeze sharing on a specific file. What is true if free sharing is used on a file?

-Sharing of the file by users is prevented, but the owner and administrator can still share the file if they have "Collaborator" access to the file -Using freeze sharing on a file prevents it from being shared with additional users, but existing shares are not affected -To freeze sharing of a file, the "Prevent others from sharing and unsharing" option should be selected on the file

Where can tasks be created in Lightning Experience?

-Tasks can be created by clicking the "New Task" action in the "Global Actions" menu -On record pages, they can be created from the "Activity" tab -Can also navigate to the "Tasks" tab to create a new task -The global search results do not allow creating a new task ***There is no "Tasks" related list in Lightning Experience ***Users use the Activity Timeline to track activities, task, events, and calendars

What is true regarding editing Feed Posts and Comments?

-The ability for users to edit their own feed post is enabled by default - Administrators can edit any post -The "Allow users to edit posts and comment option" in chatter settings is enabled by default -The permissions "Edit My Own Posts" and "Edit Post on Records I Own" control the ability to edit post and can be enabled or disabled according to the requirements of each organization -Record owners cannot always edit post on records they own it depends on the permission settings

How can the activity timeline be used in lightning experience?

-Uncompleted tasks are displayed in the "Upcoming & Overdue" list -Activities displayed can be filtered by date and activity type -The activity timeline displays two list of activities -The "Past Activity" list contains past meeting, sent emails, and completed tasks -The "Upcoming & Overdue" list displays future events and upcoming tasks -Filters can be applied on the activity date and activity type