Activity Management and Collaboration, 3%

Describe the capabilities of activity management (for example, manage tasks, events, public calendars, multi-day events. Describe the features of Chatter (for example, feed, groups, following, security).

Activity Management and Collaboration Knowledge Area Introduction

  • Collaboration is a buzz word for Chatter in Salesforce parlance

Creating Tasks and Marking Them as Complete

  • Activity Management is a combination of several kinds of things and concepts in Salesforce. Specifically: Tasks and Events, for purposes of the exam.
  • Tasks are essentially a reminder with a due date that is set up for a specific user related to a specific contact or Account.
    • Tasks that are due today will then show up in the “Today’s Tasks” section of user’s home screens.

Tasks Customization

  • Tasks are managed just like any other objects or records.
  • Can create tasks “Related To” just about any record.

Event Management in Salesforce

  • Events can be created around other objects besides Accounts and Contacts, like Tasks
  • Very similar conceptuatlly to meeting invites in Outlook
  • Depending on the object, the Chatter feed and Activity management areas may appear in the middle of the record or over on the right

Public Calendars

  • Access Public Calendars via Setup > Quick Find > “Public” > Public calendars
  • These public calendars can be shared with various users
  • Users can access their own Calendars via the App Launcher

Chatter for Collaboration

  • Chatter is available as its own application via: App Launcher > Salesforce Chatter
    • Users can follow records, @mention other users, etc.
  • Can also create Chatter posts from the Catter area on any record where chatter is enabled
  • By following a record, updates to that record will show up in the Chatter feed (if those fields are set up to be tracked with “Feed Tracking”)

Chatter Feeds and Feed Tracking

  • Access Feed Tracking via: Setup > Quick Find > “Feed Tracking” > Feed Tracking
    • Allows you to setup which fields on each object will have changes show up in the Chatter feed
    • 20 fields/object

Publisher Actions

  • Publisher Actions are ways of letting users accomplish things with fewer clicks, fewer fields, and less time spent.
    • These are set up on the Object Manager for the specific object

Emojis in Chatter Posts

  • Users can use Emojis in Chatter posts

Chatter Groups and Seen-By Counts

  • Chatter Groups are a means of collaborating with other users around a common interest.
  • Create new Chatter Groups via: Salesforce Chatter > Groups tab > New
  • Can post to the group via a special group email address Salesforce automatically generates
  • Link with info about “Seen-By” counts
  • The following counts as being seen:
    • Liking, commenting, editing, viewing in detail, having it in view on the screen, scrolling past it
  • Ability to view “Seen-By” counts can be turned off

Chatter Security

  • Security for Chatter can be adjusted at the Profile level and using Permission Sets

Chatter Streams

  • Chatter Streams are custom feeds created by combining multiple related feeds into one feed
  • Can create up to 100 streams that each combine posts by up to 25 different feeds and feed types
    • Can include Groups, Topics, Users, etc.
  • Topics are created using hash tags like #topic
  • Reference this help article