Desktop and Mobile - SF Admin 2019

13 flashcards · Other · by Grant Parkis

what data is available in the SF app
std and custm object data
what functionality is not available in the SF app
acct hierarchy merge accounts and contacts manage campaign members
what functionality related to Users is available in SFA
create new users (iOS only) edit user details reset passwords assign permission sets activate deactivate unlock freeze unfreeze users view login history
what user related function cannot be done on SFA
update role field
what can be synced between SF and Outlook using lightning sync
contact and events
which environments are available for selection in the outlook integration side panel?
production and sandbox
what kind of records can be viewed using SF outlook integration
accounts cases contacts opportunities leads users and custom objects
what happens to items that SF cannot automatically assign to records
appear in the My unresolved items view to be assigned contacts events emails tasks
which mobile app can be integrated with a SF org to allow users to share and edit documents via the SF app
Quip
which related list can be accessed on an account record in the SF app to view information about users in the account's territory?
'users in assigned territories' related list
which option can be selected in outlook integration to log an email to the exact people and records in SF
log email
which setting can be enabled in a lightning sync configuration to allow syncing repeating events between lightning experience and outlook
'sync event series' under 'event filters' of the 'data sets' section
which checkbox can be selected in the SF app by a user who would like SF to run territory assignment rules when an account is updated and saved?
evaluate this account against territory rules on save checkbox