Productivity and Collaboration10% of the exam
Activity management with tasks, events, and calendars
How tasks, events, and calendars work in Lightning Experience, and which Activity Settings, queues, and calendar types an admin uses to relate, assign, roll up, and schedule activities.
Describe the capabilities of activity management (tasks, events).
~8 min read · 8 practice questions ·
What the exam expects
- Explain tasks and events, where users work them, and how the Name and Related To fields connect them to records.
- Decide when to enable Shared Activities and state its consequences: up to 50 contacts, one primary contact, one lead only, and no way to turn it off.
- Choose between assigning a task to many users (independent copies), assigning it to a queue (one shared record), and making it recurring or repeating.
- Configure activity behaviour that admins control: closed Task Status values, rolling contact activities up to the primary account.
- Pick the right calendar: an object calendar, a public calendar or a resource calendar.
Key facts
Shared Activities limit
- Detail
- Up to 50 contacts but only 1 lead per task or event
Shared Activities setting
- Detail
- Activity Settings: Allow users to relate multiple contacts to events and tasks
Turning Shared Activities off
- Detail
- Not possible once enabled
Primary contact
- Detail
- Required; if deleted, the next related contact becomes primary
Roll up to primary account
- Detail
- Requires Shared Activities; needs Customize Application and Modify All Data
Rollup setting change
- Detail
- Affects new activities only, plus existing ones when recalculated
Task to people or groups (Lightning)
- Detail
- Up to 200 people, each gets an independent copy
Enable Group Tasks setting
- Detail
- Salesforce Classic only; group tasks are on by default in Lightning
Task queues
- Detail
- Set up only by admins; members see the queue list view
Queue task notifications
- Detail
- Sent only after reassignment from the queue to a user
Task Status closed flag
- Detail
- Each value is open or closed; several values can be closed
Public and resource calendars
- Detail
- Setup, Public Calendars and Resources; Customize Application
Object calendar
- Detail
- Built on the Calendar tab from any date field on a standard or custom object
Sources for this section (9)
- Enable Shared Activitieshelp.salesforce.com (opens in a new tab)
- Shared Activities Considerationshelp.salesforce.com (opens in a new tab)
- Activity Rolluphelp.salesforce.com (opens in a new tab)
- Task Considerationshelp.salesforce.com (opens in a new tab)
- Enable Group Taskshelp.salesforce.com (opens in a new tab)
- Create Queueshelp.salesforce.com (opens in a new tab)
- TaskStatusdeveloper.salesforce.com (opens in a new tab)
- Public and Resource Calendarshelp.salesforce.com (opens in a new tab)
- Manage Eventshelp.salesforce.com (opens in a new tab)
- What are the contact and lead limits on one activity when Shared Activities is enabled?
- Why does an admin need stakeholder sign-off before enabling Shared Activities?
- When should a task go to a public group rather than a queue?
- What must an admin change so that a new Task Status value counts as finished?
- Which Setup page creates a calendar for booking a training room, and how does it expose double-booking?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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