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Salesforce CRM - the definitive admin handbook : learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques /
About This BookSee the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRMThis is a pragmatic guide to the key functions of customizing and setting up the application for enterprise se...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt Publishing,
2016.
|
| Edición: | Fourth edition. |
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- Cover; Copyright; Credits; About the Author; Acknowledgments; About the Reviewer; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Setting up Salesforce CRM and the Company Profile; 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 processUser interface; SMS text message verification code; Email message verification code; 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; Language settings.
- User interface and supported browsersUser interface; Supported browsers; Salesforce Classic 2005; Salesforce Classic 2010; Lightning Experience; User Interface settings; Enable Collapsible Sections; Show Quick Create; Enable Hover Details; Enable Related List Hover Links; Enable Separate Loading of Related Lists; Enable Separate Loading of Related Lists of External Objects; Enable Inline Editing; Enable Enhanced Lists; Enable the Salesforce Classic 2010 user interface theme; Enable Tab Bar Organizer; Enable Printable List Views; Enable Customization of Chatter User Profile Pages.
- Enable Salesforce Notification BannerDisable Lightning Experience IE11 Support Deprecation Notification; 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; Name settings; Enable Middle Names for Person Names; Enable Name Suffixes for Person Names; Setup settings; Enable Enhanced Page Layout Editor.
- Enable Enhanced Profile List ViewsThe Enable Enhanced Profile User Interface option; Enable Streaming API; Enable Dynamic Streaming Channel Creation; Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners User Permissions; Enable Custom Object Truncate; Enable Improved Setup User Interface; Enable Advanced Setup search; Advanced settings; Activate Extended Mail Merge; Always Save Extended Mail Merge Documents to the Documents tab; Search overview and settings; Sidebar Search; Advanced Search; Global Search; Searching in Salesforce.com; Search settings.