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Activity Management and Collaboration

Description

Quiz on Activity Management and Collaboration, created by Judith Gräve on 13/01/2018.
Judith Gräve
Quiz by Judith Gräve, updated more than 1 year ago
Judith Gräve
Created by Judith Gräve over 6 years ago
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Resource summary

Question 1

Question
What can a Chatter Free User access?
Answer
  • Accounts
  • Groups
  • Custom Objects
  • Files

Question 2

Question
Who has permission to edit a Chatter profile?
Answer
  • Administrators
  • A user's manager
  • An individual user

Question 3

Question
A user with a Chatter Free User profile has access to records in Salesforce such as Accounts and Contacts.
Answer
  • True
  • False

Question 4

Question
A sales rep would like to collaborate with a number of potential customers on Chatter, what license type would you recommend to achieve this?
Answer
  • Chatter Plus
  • Chatter Free
  • Sales User
  • Chatter External

Question 5

Question
Who can invite Chatter customers into a Chatter group?
Answer
  • The system admin
  • Group owner
  • All Chatter users
  • None of the above

Question 6

Question
Which of the following is true regarding group tasks?
Answer
  • The same task is assiged to all members of the group
  • Each member of the group is assigned a copy of the task
  • Group task functionality must be enabled for your org
  • Group tasks can only be created for personal groups

Question 7

Question
When creating a group task in Salesforce, an individual copy of a task can be assigned to as many as ___ users?
Answer
  • 10
  • 200
  • 25
  • 100

Question 8

Question
Shared Activities lets users relate events to how many contacts?
Answer
  • 10
  • 5
  • 20
  • 50

Question 9

Question
How many contacts on your shared Activities contact can you make as primary contact?
Answer
  • 1
  • 3
  • 2

Question 10

Question
Which of the folowing are features of Chatter?
Answer
  • Follow records to be able to see changes to the records
  • Ability to share a file with other people
  • Mute posts on prifle and record feeds
  • Create and jon groups

Question 11

Question
You would like to send a message to a person that is a Salesforce user, but not share it with others. What is the best way to do this?
Answer
  • Send a private message within Chatter
  • Create a private group within Chatter and invite other person
  • Post a private comment on their profile
  • Send an email

Question 12

Question
You are working on a team project and would like to share project information and files only with the project team members. Which salesforce feature can support this requirement?
Answer
  • Create a public chatter group and only invite the project team members
  • Create a private project workspace and add the project team members
  • Create a private chatter group and add the project team members to the group
  • Create a public chatter group, add the project team members and then change the group access level to private

Question 13

Question
Which functionality is available when customizing tasks? (Choose 2)
Answer
  • Roll-up summary fields can be created for tasks
  • Record types can be created for tasks
  • Recurring tasks can be assigned to more than one user
  • Validation rules can be created for tasks

Question 14

Question
What type of customization can be done on Activities (tasks and events)? (Choose 3)
Answer
  • Field Tracking
  • Workflow Rules
  • Assignment Rules
  • Validation Rules
  • Custom Fields

Question 15

Question
Which is a capability of Chatter files? (Choose 2)
Answer
  • Store Chatter posts in a Salesforce Content group
  • View a list of files shared with a Chatter group
  • Link a Salesforce Content library to a Chatter profile
  • Post files from a Salesforce Content library to a Chatter feed

Question 16

Question
What is a capability of the content delivery feature of Salesforce Content? (Choose 3)
Answer
  • Generates URLs for content files
  • Publishes content from Salesforce to a company's website
  • Makes content available to recipients within and outside of Salesforce
  • Track how often content is viewed if downloaded
  • Tracks which recipients have viewed and downloaded content

Question 17

Question
Which statement about Chatter posts and comments is true? (Choose 2)
Answer
  • Updates to the Chatter feed on a record are only visible to users with access to the record
  • Posts to a user’s profile can be made private by clicking the lock icon
  • Posts to a user’s profile are hidden from anyone below that user in the role hierarchy
  • Posts made to a user’s profile are visible to all users in the organization

Question 18

Question
Which is a feature of Chatter?(Choose 3)
Answer
  • Bookmarks
  • Feeds
  • Events
  • Notes
  • Recommendations

Question 19

Question
What is a method for adding content to Salesforce CRM Content?(Choose 2)
Answer
  • Libraries
  • Chatter Files
  • Documents
  • Attachments

Question 20

Question
What is a capability of Chatter? Pick two.
Answer
  • People can see Chatter feed updates on records they follow.
  • Customers can add posts to a public Chatter group.
  • All users can enable objects and fields for feed tracking.
  • People can @mention other people in a Chatter post.

Question 21

Question
Where can a user view the completed tasks and past events for an opportunity? Pick two.
Answer
  • Activities tab
  • Open Activities related list on the opportunity record
  • Activity History related list on the opportunity record
  • Activity reports

Question 22

Question
From which location can users post directly to their Chatter followers and the Chatter groups to which they belong? (Choose 3)
Answer
  • Chatter Profile
  • Chatter Tab
  • Home Tab
  • Groups Tab
  • User Record

Question 23

Question
Where files can be attached in Chatter? (Choose 2)
Answer
  • Files uploaded to the Documents tab
  • Files attached to a Chatter group post
  • Files attached to a Chatter profile post
  • Files uploaded to Knowledge

Question 24

Question
What can users do when Chatter feed tracking is enable for dashboards? (Choose 2 answers)
Answer
  • Follow files and links for a dashboard
  • Follow posts and comments for a dashboard
  • Follow posts and comments for the dashboard source reports
  • Auto-follow dashboards created by the user

Question 25

Question
With Chatter task enabled, what happens when a user creates a task on a record? Choose 2 answers
Answer
  • Each instance of recurring task appear in the chatter feed of the record
  • A reminder is posted to the task owner's Chatter feed when the task is due
  • The task immediately appears in the Chatter feed of the record
  • Users who follow the record will see the task in their Chatter news feed

Question 26

Question
WHICH STATEMENT IS TRUE REGARDING CHATTER GROUPS?
Answer
  • Private Groups Are Not Displayed In The Groups Tab.
  • Private Group Posts Are Visible To The Owner And Anyone Above In The Role Hierarchy.
  • Users With The "Manage Chatter Groups" Profile Permission Can Create Groups.
  • Any Chatter User Can Create Public Or Private Groups.

Question 27

Question
Global search, which is only available to organizations where Chatter is enabled, will search the following;
Answer
  • Records
  • Chatter Feeds
  • Groups
  • People
  • All of the above

Question 28

Question
What is a function of Chatter Polls?
Answer
  • Report on Activity levels for followers and group members
  • Ask followers and group members to rank a list of choices
  • View hashtag usage among followers and group members
  • Request votes from followers and group members

Question 29

Question
Which combination of objects is available when creating a custom report type for Chatter reports? (Choose 2)
Answer
  • Opportunities, Followers, User Feed
  • Accounts, User Feed, Comments
  • Users, User Feed, Comments
  • Chatter Groups, Members

Question 30

Question
Which option is available while sharing Calendars in salesforce (Choose 2)
Answer
  • Administrators can share a user's personal calendar with users or groups
  • Administrators can share public calendars with users or groups
  • Users can share personal calendars with other users
  • Users can share public calendars with other users

Question 31

Question
Universal Containers would like their sales reps to be able to send branded email invitations to customers for business meetings and to collaborate with customers from a branded Website to find a suitable meeting time. How can an Administrator accomplish this?
Answer
  • Create a custom email template for invitations that displays your company logo
  • Add a company logo to meeting requests in Salesforce
  • Create an external integration with Google calendar using Sites
  • Enable Chatter to allow reps to Communicate with customers

Question 32

Question
SALESFORCE.COM ARCHIVES OLDER ACTIVITIES ACCORDING TO WHICH OF THE FOLLOWING CONDITIONS: Select three
Answer
  • CLOSED EVENTS 180 DAYS OLD
  • EVENTS WITH A DUE DATE GREATER THAN 365 DAYS OLD
  • OPEN TASKS WITH A DUE DATE GREATER THAN 365 DAYS OLD
  • CLOSED TASKS WITH A DUE DATE GREATER THAN 365 DAYS OLD
  • CLOSED TASKS WITHOUT A DUE DATE THAT WERE CREATED MORE THAN 365 DAYS AGO

Question 33

Question
YOU CAN SHARE THE DASHBOARD COMPONENTS SNAPSHOT WITH EVERYONE IN THE COMPANY WITH CHATTER?
Answer
  • NO, WE CANNOT SHARE WITH THE COMPANY
  • NO, WE CANNOT SHARE WITH PEOPLE WHO DO NOT HAVE ACCESS TO THE DASHBOARD
  • YES WE CAN SHARE, BUT ONLY PEOPLE HAVING ACCESS TO DASHBOARD WILL BE ABLE TO SEE THE DATA
  • YES AND EVERYONE WILL BE ABLE TO SEE IT REGARDLESS OF ACCESS TO DASHBOARD

Question 34

Question
What should a system administrator consider when creating public email template folders? (Choose 2)
Answer
  • Templates in folders accessible to a role are visible to roles above it in the hierarchy by default
  • Read/Write folder access allows users to create a new template within a folder
  • Folders can be hidden from all users except the folder owner
  • Folders can be assigned to specific user profiles

Question 35

Question
Bob would like to schedule a recurring meeting for the next two months, every Thursday from 1-2PM. Teammates Martin and Jim should be invited as well for each meeting. How would Bob typically schedule these meetings in Salesforce?
Answer
  • Create an event for each Thursday when the meeting is held, inviting Martin and Jim to each event.
  • Create one recurring event, inviting Martin and Jim to the recurring event.
  • Assign a recurring task to Martin and Jim.
  • Assign a task to Martin and Jim for each Thursday when the meeting is held.

Question 36

Question
Kim has been newly appointed as the VP of Sales. She would like to track the high-level result of calls made by the inside sales team. For each call, Kim would like to know which of the following occurred: Left Voice Mail / Message No Answer / Invalid Number Conversation - Progression in Sale Conversation - No Progression The inside sales team only contacts leads. How should this information be captured within Salesforce?
Answer
  • Create a custom picklist field on the task object called "Call Outcome". Add the field to the appropriate task page layout(s).
  • Create a custom picklist field on the lead object called "Call Outcome". Add the field to the appropriate lead page layout(s).
  • This information cannot be captured within Salesforce.
  • Instruct users to type in the result of the call within the task comments.

Question 37

Question
Another administrator in your organization added a value "Cancelled" to the list of status values for tasks. However, when this value is selected, tasks are not moving from "Open Activities" to "Activity History" on the related record. What would cause this to occur?
Answer
  • The task's due date has not passed.
  • The user must specifically mark the task as complete in addition to selecting the correct status.
  • The "Cancelled" task status was not configured as "Closed" when it was added.
  • The user's profile does not grant them permissions to close a task.

Question 38

Question
Which of the following is not a feature of Chatter?
Answer
  • Bookmark a post.
  • Upload a file.
  • Like a post.
  • Email a post.

Question 39

Question
Mary is a sales user. She uses Chatter to stay in touch with various colleagues in your organization. She follows various users including a fellow sales rep, Jim. Mary saw an interesting post from Jim earlier in the day referencing an opportunity record, but when she went back to view the post later in the day she could not find it in her feed. What could have caused this scenario?
Answer
  • Jim marked the Chatter post as private.
  • Jim posted on the opportunity record to a Chatter group.
  • Mary can no longer view the opportunity record where the Chatter post was created.
  • Chatter has been disabled for Mary.

Question 40

Question
The Sales Operations team would like a method to communicate within their group and other select users within the company. Communications within this collection of users should not be visible by the rest of the company. Which of the following are appropriate tools to facilitate this method of communication in Salesforce? (Select all that apply)
Answer
  • Sharing Rules
  • Chatter Private Groups
  • Chatter Public Groups
  • Chatter Unlisted Groups

Question 41

Question
A sales user wants to distribute a document within content to a prospect. What is the easiest way for the user to accomplish this?
Answer
  • Create a content delivery URL; email this URL to the prospect.
  • Create a content delivery pack.
  • Share the content library with the prospect's email address.
  • Content cannot be distributed to external users.

Question 42

Question
How can a system administrator add users to a Salesforce organization using Chatter Free?
Answer
  • Assign Chatter Free licenses to existing Salesforce users
  • Assign Chatter Free licenses to users outside the specified email domains
  • Create users in the organization and assign them a Chatter free license
  • Enable invites to allow users to invite others within specified email domains

Question 43

Question
Which privilege can be granted to members of a content library (workspace) without modifying user permissions?
Answer
  • Add tags when editing content details
  • Create a new content library
  • Edit a member's library permissions
  • Share content with other users in Chatter

Question 44

Question
The sales team at universal containers wants an easy solution to gather customer requirements and share presentations with their customers What should an administrator do to help the sales team achieve this? (2 answers)
Answer
  • Add customers to libraries.
  • Create opportunity teams for customers
  • Use chatter files to share presentations
  • Add customers to private chatter groups

Question 45

Question
From where can files in content be accessed?
Answer
  • Files tab in Chatter
  • Document Tab
  • Library Tab
  • Home Tab
  • Dashboard
  • Console

Question 46

Question
Which Type Of File Can Be Accessed From The Files Tab? Choose 3 Answers?
Answer
  • Files attached to a Chatter Group Post
  • Files in content Workspaces
  • Files attached to a Chatter profile Post
  • Files uploaded to the Documents tab
  • Files uploaded to the Solutions Tab

Question 47

Question
Which of the following are capabilities of Salesforce Files? (Choose 3)
Answer
  • A file can be shared with a group if it is public
  • Files can be shared in Chatter with a content library
  • Files can be shared from a private library with Chatter
  • A file can be synced to a folder in the Salesforce files directory
  • Set "viewer" or "editor" access for files shared with people
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