SALESFORCE1 ADMIN (MOBILE) CHEATSHEET QUESTIONS AND ANSWERS 2025
What are Activities? - (ANSWER)Standard objects. Either an Event with a specific date/time/location, or
a Tasks with a due date but no time. Interactions a user has with a record.
What is activity management? - (ANSWER)Keeps users aware of all activities by establishing to-do lists,
setting priorities, monitoring progress and setting up alerts.
What is the default behavior when a task is overdue in Salesforce? - (ANSWER)A reminder displays the
next time the user logs in, and the overdue task is displayed with the date in red on the home page.
Can you prevent a user from deleting a task? - (ANSWER)There is no way to do this by default, a custom
solution has to be created.
What needs to be enabled for a custom object so you can track activities for it? - (ANSWER)"Allow
Activities" in the custom object settings.
What views are available for tasks? - (ANSWER)Table, Kanban, and Split.
What does enabling "Roll Up Activities to the Contact's Primary Account" do? - (ANSWER)Shows all
activities related to the contact on the primary account of that contact
What are Group Tasks? - (ANSWER)Up to 200 users/group/queue can be assigned an individual copy of
the same task. This is enabled by default.
What are Shared Activities? - (ANSWER)Allows users to relate up to 50 contacts to an activity. Must be
enabled.
Who can view events that are marked as private? - (ANSWER)The owner and any user with the "View All
Data" or "Modify All Data" permission
What is an event series? - (ANSWER)These are repeating events.
, SALESFORCE1 ADMIN (MOBILE) CHEATSHEET QUESTIONS AND ANSWERS 2025
How do you enable users to add attendees to their events? - (ANSWER)Add the "Attendees" field to the
Event page layout.
Who can be added as an attendee to an event? - (ANSWER)Users, contacts, leads, or person accounts.
How do you enable event series' for your users? - (ANSWER)Add the "Repeat" field to the Event page
layout.
How do you enable users to create multiday events? - (ANSWER)Select "Enable Multiday Events" in
Setup under Activity Settings
What is a productivity feature of the Activity component? - (ANSWER)Users can send emails directly
from the component.
What kinds of calendars does Salesforce offer? - (ANSWER)Public and private.
What is a public calendar? - (ANSWER)A public calendar manages group activities or resources and is
shared with public groups or roles.
How do resource calendars work? - (ANSWER)In Setup under "Public Calendar and Resources", admins
can add resources such as conference rooms or projectors. Then users can add that resource as an
attendee to your event to avoid double-booking.
What does "Create Calendar from Salesforce Object" allow you to do? - (ANSWER)Create a calendar
from a standard or custom object. Select the fields you want to display and customize by applying a list
view.
When does Salesforce archive activities? - (ANSWER)Activities get automatically archived when: 1) An
event ended more than 1 year ago 2) A closed tasks due date is more than 1 year ago 3) A closed task
was created more than 1 year ago if there is no due date.
What are Activities? - (ANSWER)Standard objects. Either an Event with a specific date/time/location, or
a Tasks with a due date but no time. Interactions a user has with a record.
What is activity management? - (ANSWER)Keeps users aware of all activities by establishing to-do lists,
setting priorities, monitoring progress and setting up alerts.
What is the default behavior when a task is overdue in Salesforce? - (ANSWER)A reminder displays the
next time the user logs in, and the overdue task is displayed with the date in red on the home page.
Can you prevent a user from deleting a task? - (ANSWER)There is no way to do this by default, a custom
solution has to be created.
What needs to be enabled for a custom object so you can track activities for it? - (ANSWER)"Allow
Activities" in the custom object settings.
What views are available for tasks? - (ANSWER)Table, Kanban, and Split.
What does enabling "Roll Up Activities to the Contact's Primary Account" do? - (ANSWER)Shows all
activities related to the contact on the primary account of that contact
What are Group Tasks? - (ANSWER)Up to 200 users/group/queue can be assigned an individual copy of
the same task. This is enabled by default.
What are Shared Activities? - (ANSWER)Allows users to relate up to 50 contacts to an activity. Must be
enabled.
Who can view events that are marked as private? - (ANSWER)The owner and any user with the "View All
Data" or "Modify All Data" permission
What is an event series? - (ANSWER)These are repeating events.
, SALESFORCE1 ADMIN (MOBILE) CHEATSHEET QUESTIONS AND ANSWERS 2025
How do you enable users to add attendees to their events? - (ANSWER)Add the "Attendees" field to the
Event page layout.
Who can be added as an attendee to an event? - (ANSWER)Users, contacts, leads, or person accounts.
How do you enable event series' for your users? - (ANSWER)Add the "Repeat" field to the Event page
layout.
How do you enable users to create multiday events? - (ANSWER)Select "Enable Multiday Events" in
Setup under Activity Settings
What is a productivity feature of the Activity component? - (ANSWER)Users can send emails directly
from the component.
What kinds of calendars does Salesforce offer? - (ANSWER)Public and private.
What is a public calendar? - (ANSWER)A public calendar manages group activities or resources and is
shared with public groups or roles.
How do resource calendars work? - (ANSWER)In Setup under "Public Calendar and Resources", admins
can add resources such as conference rooms or projectors. Then users can add that resource as an
attendee to your event to avoid double-booking.
What does "Create Calendar from Salesforce Object" allow you to do? - (ANSWER)Create a calendar
from a standard or custom object. Select the fields you want to display and customize by applying a list
view.
When does Salesforce archive activities? - (ANSWER)Activities get automatically archived when: 1) An
event ended more than 1 year ago 2) A closed tasks due date is more than 1 year ago 3) A closed task
was created more than 1 year ago if there is no due date.
