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Difficulty: EasySales Productivity Tools and Sales Console

An administrator at Universal Containers is setting up sales productivity tools in Salesforce Lightning Experience. Match each sales productivity or console feature to its primary business use case.

  • MacrosAutomates repetitive record tasks such as field updates and email sends with a single click
  • Utility BarProvides a persistent footer bar in Lightning apps for quick access to productivity tools like Notes and Phone
  • Split ViewDisplays a navigation list view alongside record detail pages to enable rapid record switching
  • Einstein Activity CaptureAutomatically synchronizes external emails and calendar events directly to related Salesforce records

Answer

Macros pairs with automating repetitive record tasks with a single click; Utility Bar pairs with providing a persistent footer bar for productivity tools; Split View pairs with displaying a list view alongside record detail pages; and Einstein Activity Capture pairs with automatically synchronizing external emails and calendar events.
Macros automate multi-step operational actions on records with one click; the Utility Bar provides persistent footer access to background tools; Split View provides side-by-side list and record navigation; and Einstein Activity Capture automates email and calendar event logging.

Step-by-Step Solution

1
Identify the primary capability of Macros.
Macros execute multi-step automated tasks such as updating fields and sending templates with one click.
This eliminates manual record updates for repetitive rep tasks.
2
Identify the primary capability of the Utility Bar.
The Utility Bar adds a fixed panel at the bottom of the screen for tools like Notes, History, or Softphone.
It allows users to access quick components regardless of which page they are viewing.
3
Identify the primary capability of Split View.
Split View presents a side panel containing list view items alongside the active record tab.
This allows reps to systematically work down a list of records without back-and-forth navigation.
4
Identify the primary capability of Einstein Activity Capture.
Einstein Activity Capture connects Outlook/Gmail accounts to auto-log emails and events to records.
It reduces manual activity logging for sales users.

Key Concept

Sales Productivity Tools and Sales Console Features
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Topics

Sales Productivity Tools and Sales Console

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