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Salesforce CRM : the Definitive Admin Handbook.
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 deta...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing,
2013.
|
| Edición: | 2nd ed. |
| Temas: | |
| Acceso en línea: | Texto completo |
MARC
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| 100 | 1 | |a Goodey, Paul. | |
| 245 | 1 | 0 | |a Salesforce CRM : |b the Definitive Admin Handbook. |
| 250 | |a 2nd ed. | ||
| 260 | |a Birmingham : |b Packt Publishing, |c 2013. | ||
| 300 | |a 1 online resource (426 pages) | ||
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| 505 | 0 | |a Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 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. | |
| 505 | 8 | |a Establishing your company profile within SalesforceCompany 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; 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. | |
| 505 | 8 | |a Enable Enhanced ListsEnable the New User Interface Theme; Enable Tab Bar Organizer; Enable Printable List Views; Enable Spell Checker; 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 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. | |
| 505 | 8 | |a Always save Extended Mail Merge documents to the Documents tabSearch 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. | |
| 505 | 8 | |a Enhanced lookupsLookup Autocompletion; Summary; Chapter 2: User Management in Salesforce CRM; Introduction to record ownership, profiles, and sharing; Record owner; Profiles and sharing; Profiles; Sharing; 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. | |
| 520 | |a 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 s. | ||
| 588 | 0 | |a Print version record. | |
| 546 | |a English. | ||
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| 650 | 0 | |a Marketing |x Management |x Data processing. | |
| 650 | 0 | |a Sales management |x Data processing. | |
| 650 | 0 | |a Salesforce (Online service) | |
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| 650 | 7 | |a COMPUTERS |x Data Processing. |2 bisacsh | |
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| 650 | 7 | |a COMPUTERS |x Information Technology. |2 bisacsh | |
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| 650 | 7 | |a Sales management |x Data processing |2 fast | |
| 650 | 7 | |a Salesforce (Online service) |2 fast | |
| 655 | 4 | |a Llibres electrònics. | |
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