Lightning Experience Productivity - Manage Your Tasks, Events, and Email

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Questions and Answers

What feature in Lightning Experience allows you to find key details in the activity timeline?

Updating an activity from the activity row

Filtering by activity type and date range (correct)

Clicking the dropdown arrow

Marking tasks complete

What is the advantage of using the Tasks page in Lightning Experience over the My Tasks list on the Home page?

It shows only tasks related to a particular contact or account

It is only accessible from the Home page

It allows you to see only upcoming tasks

It provides a one-stop shop for creating tasks and managing existing ones (correct)

How can you edit a task in the task list?

Click Mark Complete to edit the task

Click the dropdown arrow and select editing options (correct)

Click the task on the left and edit the details on the right

You cannot edit a task in the task list

What is a feature of the calendar in Lightning Experience?

It allows you to create events quickly and easily Signup and view all the answers

How can you share your calendar with a colleague in Lightning Experience?

Select a colleague's name from the Share With dropdown and select the level of access Signup and view all the answers

What can you do with user lists in Lightning Experience?

Add multiple calendars at the same time Signup and view all the answers

How can you control the details that a colleague can see when sharing your calendar?

Select a colleague's name from the Share With dropdown and select the level of access Signup and view all the answers

What can you do with the colored squares on the calendar?

Click to stop or start seeing a calendar Signup and view all the answers

What is a handy way to use a calendar in Lightning Experience?

To see your Salesforce data as events on a calendar Signup and view all the answers

What can admins with the View All Data permission do in Lightning Experience?

View user calendars even if they're not shared Signup and view all the answers

What is the main purpose of the Activity Timeline in Lightning Experience?

To view all activities related to a record in one place Signup and view all the answers

Where can you find the Activity Timeline in Salesforce?

In the record details in Lightning Experience Signup and view all the answers

What can you do to see more details about an activity in the Activity Timeline?

Click the expand button next to the activity Signup and view all the answers

How can you narrow down your search in the Activity Timeline?

By using the filters in settings Signup and view all the answers

What is the benefit of dividing the Activity Timeline into Upcoming & Overdue and past months?

To differentiate between planned and completed activities Signup and view all the answers

What happens when you click the Expand All button in the Activity Timeline?

All activities are expanded to show more details Signup and view all the answers

Why would you use the Activity Timeline when a colleague is out of the office?

To get up to speed on what's been happening with the client Signup and view all the answers

What can you do to see more upcoming activities in the Activity Timeline?

Click the View More button Signup and view all the answers

What is the primary benefit of using calendars in Lightning Experience?

To get a bird's-eye view of upcoming deals and tasks Signup and view all the answers

Where can you create and send emails in Lightning Experience?

From the Activity Composer on a record and the Global Actions menu Signup and view all the answers

What is a feature of the email composer in Lightning Experience?

Fills in the To address for you when sending an email from a record Signup and view all the answers

What is the purpose of the Review tab in List Email?

To confirm recipients and merge fields before sending Signup and view all the answers

What type of email templates are included in Lightning Experience?

Lightning templates with rich text support and easy file preview and sharing Signup and view all the answers

What is the benefit of using Lightning templates?

They provide rich text support and easy file preview and sharing Signup and view all the answers

What is the primary purpose of the List Email feature?

To send emails to a large number of contacts at once Signup and view all the answers

What is the benefit of using the Email quick action?

You can open the email composer without being on the correct record first Signup and view all the answers

What is the purpose of the Activity Composer on a record?

To create and send emails from a record Signup and view all the answers

What can you do in the email composer in Lightning Experience?

Relate the email to another record, add attachments, insert merge fields, and more Signup and view all the answers

Study Notes

Activity Timeline

The Activity Timeline in Lightning Experience provides a centralized view of all activities related to a record, such as contacts or opportunities.
The timeline is divided into Upcoming & Overdue and past months, allowing users to see what's planned and what's already happened.
Users can expand and collapse months, view details for individual activities, and expand all activities at once.
The Activity Timeline can be filtered by activity type and date range to find specific details.

Tasks and Task Lists

The Tasks tab in Lightning Experience provides a one-stop shop for creating and managing tasks.
The task list allows users to see all tasks, not just those related to a specific contact or account.
Users can click on a task to see expanded details, and use quick actions to update tasks, such as changing status or priority.
Tasks can also be marked as complete from the task list or from the Activity Timeline.

Calendar

The Calendar in Lightning Experience allows users to view and manage their schedule more efficiently.
Users can create new events, share calendars, and view calendars shared by others.
The Calendar tab makes it easy to access the calendar, and users can hide or show the side panel as needed.
Users can add multiple calendars at once using user lists, and view calendars shared by others.

Email

In Lightning Experience, users can create and send emails from various locations, including the Activity Composer and the Global Actions menu.
The email composer allows users to relate emails to other records, add attachments, insert merge fields, and preview emails before sending.
Users can send emails to groups using the List Email feature, which allows for the use of templates and merge fields.
Email Templates in Lightning Experience include rich text support and easy file preview and sharing, and can be easily updated.

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Description

Learn how to manage activities in Salesforce Classic and Lightning Experience, including using the Open Activity and Activity History related lists and the activity timeline.