- Salesforce CRM: The Definitive Admin Handbook
- Table of Contents
- Salesforce CRM: The Definitive Admin Handbook
- Credits
- About the Author
- Acknowledgements
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Getting Started with the Salesforce CRM Application: Organization Administration
- User login and authorization
- Establishing your company profile within Salesforce
- 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 New User Interface Theme
- Enable Printable list views
- Enable Spell Checker
- Enable Spell Checker on tasks and events
- Sidebar
- Calendar settings
- Setup settings
- Advanced settings
- Search overview
- 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 Auto-Complete
- Enable Single-Search-Result Shortcut
- Number of Search Results Displayed Per Object
- Lookup Settings
- Enhanced lookups
- Lookup Auto-Completion
- User Interface settings
- Summary
- 2. User Management in Salesforce CRM
- Introduction to record ownership, profiles, and sharing
- Managing users in Salesforce CRM
- Creating new users
- Adding multiple users
- Delegation of user management
- 3. Configuration in Salesforce CRM
- 4. Data Management
- Data access security model
- Organization-wide Sharing Defaults (OWD)
- OWD access level actions
- Public Full Access (Campaigns only)
- Public Read/Write/Transfer (Cases or Leads only)
- Public Read/Write
- Public Read Only
- Private
- No Access, View Only, or Use (Price Book only)
- Granting access using hierarchies
- Controlled by Parent
- Granting users additional access
- Permission Sets
- Role hierarchy
- Organization-wide defaults and Sharing Rules
- Sharing Rules
- Account sharing rules
- Account territory sharing rules
- Campaign sharing rules
- Case sharing rules
- Contact sharing rules
- Lead sharing rules
- Opportunity sharing rules
- Custom object sharing rules
- Effects of adding or modifying sharing rules
- Criteria-based sharing
- Manual sharing rules
- Sharing access diagram
- Data validation
- Importing and exporting data
- Folders
- Recycle Bin
- Data storage utilization
- Summary
- 5. Data Analytics
- Reports
- Dashboards
- Folders
- Reports
- Dashboards
- Summary
- 6. Implementing Business Processes in Salesforce CRM
- Workflow rules and approval processes
- Workflow and approval actions
- Configuring e-mail alerts for workflow rules and approval processes
- Configuring tasks for workflow rules and approval processes
- Configuring field updates for workflow rules and approval processes
- Configuring outbound message notifications for workflow rules and approval processes
- Configuring workflow rules
- Approval process
- Configuring approval processes
- Summary
- Workflow rules and approval processes
- 7. Salesforce CRM Functions
- Functional overview of Salesforce CRM
- Marketing administration
- Campaign management
- Lead management
- Standard lead fields
- Lead business process
- Creating Leads in Salesforce CRM
- Manually creating lead records within the application
- Manually creating leads with Web-to-Lead
- Manual importing of multiple leads
- Lead queue
- Creating and adding users to a lead queue
- Lead assignment rules
- Lead conversion
- 8. Extending Salesforce CRM
- Enterprise mashups in web applications
- Mashups in Salesforce CRM
- Introduction to Visualforce
- Summary
- 9. Best Practices for Enhancing Productivity
- Index
- Adding multiple users
- Creating new users
Author
Paul Goodey
Reviewers
Ashish Agarwal
Bhawani Shankar Sharma
Acquisition Editor
Sanjay Rajan
Development Editor
Sanjay Rajan
Technical Editors
Sakina Kaydawala
Manasi Poonthottam
Lubna Shaikh
Project Coordinator
Jovita Pinto
Proofreader
Stephen Swaney
Indexer
Tejal Daruwale
Graphics
Valentina D'silva
Production Coordinator
Aparna Bhagat
Cover Work
Aparna Bhagat
-
No Comment
..................Content has been hidden....................
You can't read the all page of ebook, please click here login for view all page.