eBook - ePub
Salesforce CRM: The Definitive Admin Handbook Second Edition
Paul Goodey
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eBook - ePub
Salesforce CRM: The Definitive Admin Handbook Second Edition
Paul Goodey
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A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.
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Información
Salesforce CRM: The Definitive Admin Handbook Second Edition
Table of Contents
Salesforce CRM: The Definitive Admin Handbook Second Edition
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Organization Administration
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
API or a desktop client
Establishing your company profile within Salesforce
Company information and primary contact details
Default language, locale, and time zone
Default language
Default locale
Default time zone
License information
Currencies and conversion rates
Single currency
Multiple currencies
Active currencies
Manage Currencies
Dated exchange rates
Fiscal year settings
Standard fiscal years
Custom fiscal years
My Domain
Language settings
User Interface
User Interface settings
Enable Collapsible Sections
Show Quick Create
Enable Hover Details
Enable Related List Hover Links
Enable Separate Loading of Related Lists
Enable Inline Editing
Enable Enhanced Lists
Enable the New User Interface Theme
Enable Tab Bar Organizer
Enable Printable List Views
Enable Spell Checker
Enable Spell Checker on tasks and events
Sidebar
Enable Collapsible Sidebar
Show Custom Sidebar Components on All Pages
Calendar settings
Enable Home Page Hover Links for Events
Enable Drag-and-Drop Editing on Calendar Views
Enable Click-and-Create Events on Calendar Views
Enable Drag-and-Drop Scheduling on List Views
Enable Hover Links for My Tasks List
Setup settings
Enable Enhanced Page Layout Editor
Enable Enhanced Profile List Views
Enable Enhanced Profile User Interface
Enable Custom Object Truncate
Advanced settings
Activate Extended Mail Merge
Always save Extended Mail Merge documents to the Documents tab
Search overview
Sidebar Search
Advanced Search
Global Search
Searching in Salesforce.com
Search Settings
Enable "Limit to Items I Own" Search Checkbox
Enable Document Content Search
Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean
Use Recently Viewed User Records for Blank and Auto-Complete Lookups
Enable Drop-Down List for Sidebar Search
Enable Sidebar Search Autocomplete
Enable Single-Search-Result Shortcut
Number of Search Results Displayed Per Object
Lookup Settings
Enhanced lookups
Lookup Autocompletion
Summary
2. User Management in Salesforce CRM
Introduction to record ownership, profiles, and sharing
Record owner
Profiles and sharing
Profiles
Sharing
Roles
Permission sets
Creating Permission sets
Managing users in Salesforce CRM
Creating new users
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
Password management
Resetting passwords
Expiring passwords
Password policies
User passwords expire in
Enforce password history
Minimum password length
Password complexity requirement
Password question requirement
Maximum invalid login attempts
Lockout effective period
Forgot Password or Locked Account Assistance
Message
Help link
API Only User settings
Logging in as another user
How-to guide to help users grant login access to you
Creating custom user fields
Summary
3. Configuration in Salesforce CRM
The relationship between a profile and the features that it controls
Objects
Standard objects
Custom objects
Fields
Standard fields
Custom fields
Object relationships
Apps
Standard apps
Custom apps
Tabs
Hiding and showing tabs
Standard tabs
Custom tabs
Renaming labels for standard tabs, standard objects, and standard fields
Creating custom objects
Object Lim...