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Difficulty: MediumActivity Management: Tasks, Events, and Shared Activities

An administrator at an executive wealth management firm is configuring activity management. The team needs to record client consultation events attended by multiple client contacts and distribute follow-up tasks to all members of a public group. Which two statements describe Salesforce standard behavior for these activity management requirements? (Select 2)

  1. Up to 50 contacts can be related to a single event or task through Shared Activities using the Name field.Answer
  2. B
    Enabling Shared Activities allows a single event or task record to be related to up to 50 Account records simultaneously in the Related To field.
  3. Assigning a task to a Public Group creates an independent copy of the task for each individual user within that group.Answer
  4. D
    Assigning a task to a Public Group creates a single shared task record that maintains joint ownership across all group members.

Answer

Up to 50 contacts can be related to a single activity record via Shared Activities, and assigning a task to a Public Group generates an independent copy of the task for each member of that group.
Salesforce Shared Activities enables users to link up to 50 contacts to a single activity (task or event). Additionally, when an administrator or user assigns a task to a Public Group, Salesforce creates individual, distinct copies of that task for every user in the specified Public Group.

Step-by-Step Solution

1
Analyze Shared Activities capacity limits in Salesforce Core.
Confirm that Shared Activities allows relating up to 50 contacts (WhoId) to a task or event.
Salesforce Shared Activities enhances contact relationships by expanding the WhoId relationship cap to 50 contacts.
2
Evaluate the relationship behavior for non-contact objects (WhatId).
Recognize that activities remain limited to a single Account, Opportunity, Case, or custom object relationship.
Shared Activities does not permit multi-account or multi-opportunity relationship binding.
3
Analyze task assignment mechanics when assigning tasks to groups or multiple users.
Determine that Salesforce creates individual task copies for each group user rather than maintaining a single shared queue/group record.
Task ownership requires an individual user assignee, so group task creation spawns discrete task records per group member.

Key Concept

Shared Activities Limits and Group Task Assignment Mechanics
Estimated Time:1m 30s
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Topics

Activity Management: Tasks, Events, and Shared Activities

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