Salesforce Administrator - Productivity & Collaboration

Reserve a conference room for a meeting.

Add conference room resource as attendee

Chatter features

Follow individual records

Chatter feed tracking for real-time notification

Chatter User Profile to share personal info

Chatter free

Provide internal users access to Chatter features only

Add custom button to Salesforce App Action Bar

Customize Salesforce Mobile & Lightning Experience Actions on object page layout

Notify a vacation

Use Out of Office in Chatter

Rich text in Chatter

Allows insert hyperlink, can be enabled or disabled & includes bold,italic, underline bullet and numbered lists

Accept credit card

Download and install a Flow Solution from AppExchnge

Mass email sent

Use 3rd party app from AppExchange

Idea prompted in community

10 points

MDFs budgets by CAMs

Partner Marketing Budget Hierarchies

Relate Outlook & Microsoft Exchange with Salesforce

Lightning Sync & Outlook integration

Director wants details only visible to the group members and himself

Ensure director has Manage Unlisted Groups and Enable Unlisted Groups

Task not completed in time

Set up a new queue supporting the Task and assing Task to queue

Manager wants to share files and collaborate with his team

Create a private Chatter group and add team members

Add customers to Chatter group

Allow customers Chatter group setting must be checked

Who can view a Private Event

Creator and any user with View All Data permission can view the event

Max users in a group

200

Create and see related Salesforce records and auto asociate emails from Outlook as objects

Enable Email to Salesforce and Enhanced Email

Secure discussion

Private or unlisted Cha

Connection from Salesforce to an existing cloud application

Search for a connection in AppExchange

Admin restriction in Chatter feed or comment

Restrict users from selecting files from Salesforce

Sales Cloud Einstein feature to automate inbound and outbound emails related to records

Einstein Activity Capture

Chatter Questions

Available in feed, groups and records. And one answer can be marked as the best answer for a question

Who has access to an account with Territory Management active?

Check users in Assigned Territories related list on the ccount

See open tasks in my team

Filter by My Team tasks in Owner field and Closed field equals false

Admin manage users from Salesforce App

Edit details, deactivate and reset password

Max event contacts

50

Best answer

One answer can be selected as best answer and it will appear on top

Shared post

Edit post and Change test and Create New Task to the post

Salesforce and Outlook sync with Lightning Sync

Tasks cannot be synced and Synced contacts cannot be deleted auto in the other calendar app

Archived activities

Salesforce auto archives activities if met criteria and Salesforce doesn’t delete rchived activities, but users can manually

Disscuss a record as a team

Create a group with users and allow to add records to Chatter

Only owners and managers post in chatter

Broadcst Only enabled

Data synced with Lightning Sync with Outlook Integration

Events & Contacts

Account and Contact from task copied with Lightning Experience

Follow up Event

Repeating Events

Add Repeat checkbox to page layout events

User caan create and edit tasks but not delete them

Create aa trigger on Tasks to prevent deletion

Task created at

Global Actions Menu, Record P

Test chatter in a department

Enable Profile Based Rollout for Chatter and disable Chatter access to custom profiles without access

Outlook emails in Saalesforce as email messages

Enhanced

Attendee aad to an event

Lead, Contacts & Users

Push notification

Sent for approval request, fot Chatter group mention and when a task is assigned to an user.

Email frequencies to digest Chatter activity

Weekly & Daily

Share project info and files only with team

Private Chatter group

Track Project Tasks on Project custom object

Check Allow Activities checkbox

Editing feed post and comments

Enabled by default and Admins can edit any post

How to improve visibility of Critical info

Pin the post at the top of the feed

Chatter Free access

Member profiles for any groups they belong & files shared in groups they belong

Not available to community users in Customer Service Experience Builder Template

Communities

Members can access from mobile devices & can participate in discussions, can be customized with tabs, branding and email settings

Create Calendar from Salesforce Object

Can be created from custom or standard object and can be custimized by applying list view

Freeze sharing

Sharing by users prevented but owner and admin can share if they have Collaborator access to the file

Add record to Chatter

Not if group allow customers

Chatter features

Share files, follow records and create & join groups

File sharing in Lightning Experience

Private sharing, files home can be accessed to share particular file & permissions changed by owner and collaborator

Activities tab

Ask developer tab to display Activities, App Exchange, advise user to access Tasks tab, Calendar tab or Activity timeline