Productivity and Collaboration

A sales manager complains that when reps create tasks in Salesforce, no reminder pop-up appears by default, so reps keep forgetting follow-ups. The manager wants every new task to automatically have a reminder set for 8:00 AM on the due date, without requiring reps to manually enable it each time. What should the administrator do?

A sales manager frequently travels and complains that she misses discount approval requests because she cannot always log into Salesforce on her laptop. She wants to be able to review and act on pending approval requests directly from email and from the Salesforce mobile app. As the administrator, what should you configure to enable this?

A company uses many Chatter groups for project collaboration. After several projects finish, teams stop posting but the groups remain visible, cluttering the Groups list. The administrator wants inactive groups to be automatically flagged as inactive after a period without posts, while allowing them to be reactivated if someone posts again. Which action should the administrator take?

A project manager wants a specific colleague, Priya, to be directly alerted about a critical update she posts in a public Chatter group, and she also wants to receive updates whenever anyone comments on that particular post going forward. Which combination of actions accomplishes both goals?

A sales manager asks the administrator to create a reusable email template that includes formatted headings, the company logo, and merge fields for Contact and Opportunity data. Sales reps need to send this template directly from the Opportunity record page in Lightning Experience. Which type of email template should the administrator create?

An administrator at Northern Trail Outfitters wants to install a free AppExchange package that adds a new inventory management app. The admin wants to evaluate and configure the app before any end users can access it, and does not want to grant access to any profiles at install time. Which install option should the administrator choose?

The facilities team at Cloud Kicks needs a shared calendar to schedule and view group events such as building maintenance windows and equipment reservations. These events are not tied to any specific Salesforce record and should be visible to all members of the facilities team. What should the administrator configure to meet this requirement?

The channel sales team wants to collaborate with external partner users in a Chatter space where partners can post updates and see all conversations, but the team wants to review and approve who joins before they gain access. Which type of Chatter group should the administrator configure?

A sales enablement team maintains a set of approved pitch decks and pricing sheets. They want all members of the Sales department to be able to find and download these files from a central location, and they want the enablement team to control which files are published and manage version updates over time. Which Salesforce Files capability should the administrator recommend?

A sales team uses Gmail for daily email communication and wants their sent and received emails to automatically appear on the related Contact and Opportunity records in Salesforce, without manually copying content. Which feature should the administrator enable to meet this requirement?

The VP of Sales reports that when reps open an Opportunity record in the Salesforce mobile app, the highlights panel at the top of the record shows fields that are not useful to them in the field. She wants the four key fields (Amount, Stage, Close Date, and Account Name) to appear prominently at the top of the record in the mobile app. As the administrator, what should you configure to control which fields display in this highlighted area?

A sales manager wants reps using the Salesforce mobile app to be able to log a call directly from any screen (such as the app home or a Chatter feed), not just from within a specific Opportunity record. The action must create a completed Task that is not tied to a particular parent record until the rep fills it in. Which type of action should the administrator create to meet this requirement?