Study for the Administrator Certification Exam > Cert Prep: Administrator: Applications and Activities > Study Up on Productivity and Collaboration
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the capabilities of activity management such as managing tasks, events, public calendars, and multi-day events.
- Describe the features of Chatter such as feed, groups, following, and security.
- Describe the capabilities of the Salesforce mobile app.
- Identify use case for AppExchange applications.
Key Topics
This unit prepares you for the productivity and collaboration section of the Salesforce platform administrator exam, which makes up 7% of the overall exam. This section of the exam tests these topics.
- Activities
- Chatter
- Salesforce mobile app
- Compact Layout
- AppExchange
Like the previous units, this unit contains practice scenario-based questions and flashcards.
Exam Practice Questions
Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click 
to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.
Question 1 of 5
The sales director at Ursa Major Solar has a team of 50 sales reps located around the world. The sales director’s team uses the calendar feature in Salesforce so she can access the team’s busy schedule. However, members of the team log their all-day events differently and the sales director wants some uniformity. How should a sales rep create an all-day event in Salesforce?
A. Use a task for an all-day event because then no time fields are needed.
Incorrect. Tasks within Salesforce are used mostly as to-dos or reminders. Tasks should not be used in place of events.
B. Check the all-day event checkbox on the event.
Correct. Using the all-day event checkbox is the most efficient way to log an all-day event. This avoids the office hours discrepancies of sales reps across multiple time zones.
C. Ensure the event is scheduled for times within the Start and End of Day hours.
Incorrect. Start and End of Day hours differ among the sales director’s international team, so this is not a consistent option.
D. Ask the system administrator to check all-day events in the activity settings.
Incorrect. This option is inefficient as the system administrator shouldn’t have to fix each sales rep’s events.
Question 2 of 5
Ursa Major Solar is implementing Salesforce within its organization. All users at Ursa Major Solar have been loaded into the system, but a small group of users have been identified to be the test users before full company adoption. These test users provide feedback via Chatter to ensure all features and tools are adjusted to work for the company-wide deployment. Which two actions allow the system administrator to limit Chatter access during rollout to a subset of Salesforce users? 회사에 Salesforce를 접목시키는데 사용자를 전부 입력했는데 그 전에 테스트사용자 몇명이 있었는데 test 유저가 Chatter에 모든기능과 툴들이 조정되어야한다고 피드백을 제공했다. 롤아웃하는 동안 특정인들에게 Chatter사용을 제한하는 2가지 방법은?
A. Create a permission set with the Enable Chatter permission for the subset of users.
Correct. A permission set is a collection of settings and permissions that give users access to various tools and functions, such as Chatter.
B. Add the subset of users to the company-wide Chatter group.
Incorrect. Adding the subset of users to the company-wide Chatter group does not limit access to Chatter to just the needed subset of users.
C. Edit a profile to Enable Chatter for the subset of users.
Correct. Profiles define how users access objects and data, and what they can do within the application. When users are created, they’re assigned a profile. In this situation, customizing the profile settings of the subset of users can limit Chatter access to just the specified subset of users.
D. Create an email invitation for the subset of users.
Incorrect. An email invitation is not a way to limit Chatter access because it does not limit other users from accessing Chatter.
Question 3 of 5
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 two functions can be customized for the Salesforce mobile app?
A. Field permissions
Incorrect. Field security can not be customized exclusively for the Salesforce mobile app. The same field permissions on the desktop version are reflected on the mobile app.
B. Navigation menu content
Correct. The navigation menu can be customized for the Salesforce mobile app.
C. Custom objects
Incorrect. Custom objects can not be customized exclusively for the Salesforce mobile app. Custom objects have the same read/write access on the desktop version as they do on the mobile app.
D. Object Compact layout
Correct: The Object Compact layout can be customized for the Salesforce mobile app.
Question 4 of 5
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 Outlook Integration?
A. Accounts
Incorrect. Account information can be accessed via Outlook Integration but Account information is not synchronized (downloaded) from Salesforce to Outlook.
B. Events
Correct. Events in Salesforce can be synchronized between Salesforce and Outlook.
C. Recurring tasks
Incorrect. Recurring tasks are not synchronized between Salesforce and Outlook.
D. Notes
Incorrect: Notes are not synchronized between Salesforce and Outlook.
Question 5 of 5
The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done?
A. Build reports and dashboards.
Incorrect. Building all the reports and dashboards would take longer than using the Salesforce Adoption Dashboards app from the AppExchange.
B. Use the Salesforce Auto-Report Builder.
Incorrect. The report builder does not auto generate reports.
C. Search the AppExchange for a Sales Activity Dashboard.
Correct. Salesforce Sales Activity Dashboard app can be found on the AppExchange.
D. Log a case to Salesforce Support.
Incorrect. Salesforce support is not needed.
Exam Topic Flashcards
The following flashcards cover Chatter, tasks, and events. Use these interactive flashcards to brush up on some of the key topics you’ll find on this part of the exam.
Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card.
Flashcard 1 of 6
How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?
>> DM or wisper
Post a private message to the recipient
Flashcard 2 of 6
Activities
Records, either tasks or events, of the interactions your organization has with records such as your accounts, contacts, and opportunities
Flashcard 3 of 6
Chatter Groups Features
Users in a Chatter group can:
– Collaborate in a private, public, or unlisted group.
– Use Announcements for important messages.
– Post updates, files, and links. Include customers in private groups.
Flashcard 4 of 6
What option can be added to Outlook Publisher Layouts?
Quick Actions
Flashcard 5 of 6
Outlook Integration
Link emails in Microsoft Outlook to contacts, leads, accounts, opportunities, and cases in Salesforce
Relate events to records within Salesforce
Flashcard 6 of 6
Salesforce Mobile App
Gives you access to the same information you see on your computer, but organized for getting work done while away from the office