In this knowledge area, we address the Activity Management and Collaboration Knowledge Area. This encompasses the various primary components of Activity Management inside of Salesforce; namely Activities, Events and Tasks.
Whenever you see the term Collaboration in relation to Salesforce, that means Chatter, which was created to facilitate collaboration inside of Salesforce. A newer entrant to the Collaboration landscape as well inside of Salesforce is Quip. Although Quip is not currently on the Admin exam at the time of this recording, we’ll still bring some of Quip’s collaboration features into view as well (verify).
In reviewing the Exam Guide, the main points related to the Activity Management and Collaboration Knowledge Area are:
Describe the capabilities of activity management (e.g., manage tasks, events, public calendars, multi-day events.
Describe the features of Chatter (e.g., feed, groups, following, security).
In this lesson we walk through how to create tasks as well as how to mark them as completed.
In this lesson we cover how to customize tasks as well as the page layout for Tasks, such as including the ability to create a recurring series of tasks.
Salesforce Events typically have a location and start and end time specified. You can also specify an event as All-Day to block off the entire day. You also typically invite others to an event. In this lesson we look at how to set up and customize Events inside of Salesforce.
