Salesforce CRM - the definitive admin handbook : successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios /

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 administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform...

Descripción completa

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Goodey, Paul (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Birmingham, England : Packt Publishing, 2015.
Edición:Third edition.
Colección:Professional Expertise Distilled
Temas:
Customer relations > Management > Data processing.
Sales management > Data processing.
Marketing > Management > Data processing.
Ventes > Gestion > Informatique.
BUSINESS & ECONOMICS > Industrial Management.
BUSINESS & ECONOMICS > Management.
BUSINESS & ECONOMICS > Management Science.
BUSINESS & ECONOMICS > Organizational Behavior.
Acceso en línea:Texto completo
Tabla de Contenidos:
  • Cover
  • Copyright
  • Credits
  • About the Author
  • Acknowledgments
  • About the Reviewers
  • www.PacktPub.com
  • Table of Contents
  • Preface
  • Chapter 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
  • 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
  • Fiscal year settings
  • Standard fiscal years
  • Custom fiscal years
  • Language Settings
  • User interface and supported browsersUser 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 Customization of Chatter User Profile Pages optionThe 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 optionThe 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

Ejemplares similares