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Salesforce CRM – The Definitive Admin Handbook Third Edition
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Table of Contents
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
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Free access for Packt account holders
Instant updates on new Packt books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. Organization Administration
The Salesforce setup menu
User login and authorization
Does the user's profile have any login restrictions?
Login hour restrictions
IP address restrictions
Does the user's IP address appear within your organization's trusted IP address list?
Trusted IP range
Has the user been activated from this IP address before?
Does the user's web browser have a valid cookie stored from Salesforce?
Computer activation process
User interface
SMS text message verification code
E-mail message verification code
API or a desktop client
Establishing your company profile within Salesforce
Company information and primary contact details
The default language, locale, and time zone
The default language
The default locale
The default time zone
License information
Currencies and conversion rates
Single-currency
Multiple-currency
Active currencies
Manage currencies
Dated exchange rates
Fiscal year settings
Standard fiscal years
Custom fiscal years
Language Settings
User interface and supported browsers
User interface
Supported browsers
User interface settings
The Enable Collapsible Sections option
The Show Quick Create option
The Enable Hover Details option
The Enable Related List Hover Links option
The Enable Separate Loading of Related Lists option
The Enable Inline Editing option
The Enable Enhanced Lists option
The Enable New User Interface Theme option
The Enable Tab Bar Organizer option
The Enable Printable List Views option
The Enable Spell Checker option
The Enable Spell Checker on Tasks and Events option
The Enable Customization of Chatter User Profile Pages option
The Enable Salesforce Notification Banner option
Sidebar
The Enable Collapsible Sidebar option
The Show Custom Sidebar Components on All Pages option
Calendar settings
The Enable Home Page Hover Links for Events option
The Enable Drag-and-Drop Editing on Calendar Views options
The Enable Click-and-Create Events on Calendar Views option
The Enable Drag-and-Drop Scheduling on List Views option
The Enable Hover Links for My Tasks List option
Setup settings
The Enable Enhanced Page Layout Editor option
The Enable Enhanced Profile List Views option
The Enable Enhanced Profile User Interface option
The Enable Streaming API option
The Enable Custom Object Truncate option
The Enable Improved Setup User Interface option
The Enable Advanced Setup Search option
Search overview
Sidebar search
Advanced search
Global search
Searching in Salesforce.com
Search settings
The Enable "Limit to Items I Own" Search Checkbox option
The Enable Document Content Search option
The Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean option
The Use Recently Viewed User Records for Blank and Auto-Complete Lookups option
The Enable Drop-Down List for Sidebar Search option
The Enable English-Only Spell Correction for Knowledge Search option
The Enable Sidebar Search Autocomplete option
The Enable Single-Search-Result Shortcut option
The Number of Search Results Displayed Per Object option
Lookup settings
Enhanced lookups
Lookup autocompletion
Summary
2. User Management in Salesforce CRM
An introduction to record ownership, profiles, and sharing
Record owner
Profiles and sharing
Profiles
Contract manager
Marketing user
Solution manager
Standard user
System administrator
Sharing
Roles
Permission sets
Creating permission sets
Managing users in Salesforce CRM
Creating new user records
Saving new user records
Viewing new user records
Adding multiple users
Delegation of user management
Creating a profile with the Manage Users permission
Using delegated administration
Viewing and editing user information
Searching for users
Deactivating users
Freezing user accounts
Password management
Resetting passwords
Expiring passwords
Password policies
The user password expiration ...
