Salesforce.com customization handbook customize salesforce to automate your business requirements
If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the a...
| Main Authors: | , |
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| Other Authors: | |
| Format: | eBook |
| Language: | English |
| Published: |
Birmingham [England]
Packt Publishing
2014
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| Series: | Professional expertise distilled
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| Subjects: | |
| Online Access: | |
| Collection: | O'Reilly - Collection details see MPG.ReNa |
Table of Contents:
- ExactTarget Marketing CloudVarious editions of ExactTarget Marketing Cloud; Salesforce1; Various editions of Salesforce1; Salesforce.com
- the most innovative company; Key problems with ancient sales processes; Key points for standardized sales performance processes; Using Salesforce to streamline your business; Improving collaboration in your organization; Creating a Salesforce developer account; Logging in to Salesforce.com; First impression of the Salesforce developer account; Benefits of using the Salesforce developer account; Limitations of Salesforce Developer Edition; Summary
- Cover; Copyright; Credits; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started with Salesforce; Overview of the Salesforce CRM; Client-server architecture; Pros and cons of the client-server architecture; Introducing Salesforce CRM; The architecture of Salesforce.com; Various products of Salesforce; Sales Cloud; Various editions of Sales Cloud; Service Cloud; Various editions of Service Cloud; Salesforce Chatter; Data.com; Various editions of Data.com; Work.com; Various editions of Work.com; Desk.com; Various editions of Desk.com
- Settings available under profilePermission sets; Settings available under permission sets; Creating permission sets; Deleting permission sets; Cloning permission sets; Setting up the users; Adding multiple users; Locking and unlocking users; Unlocking a user; Freezing a user''s account; Benefits of the login history; Groups and their uses; Creating a public group; Creating a personal group; Queues and their significance; Creating a queue; Personal setup; Editing personal information; Changing the password; Resetting the security token; Language and time zone setup; Grant account login access
- Business hours setup and its effectSetting up the business hours and its effects; Holiday settings; Setting up the holiday settings; Associating holidays with business hours; Language settings and its importance; Personal settings; Organization''s default language settings; Fully supported languages; End user languages; Platform-only languages; The significance of roles and profiles; Significance of the role hierarchy; Creating the role hierarchy for your organization; Profiles; Types of profiles in Salesforce; Different types of standard profiles; Creating a custom profile
- Chapter 2: User Management and Organization AdministrationSetting up company information; Updating the company''s information; Locale setting; Salesforce.com newsletter and login notification settings; Corporate currency; Additional features; Viewing the licenses; User license type; Multiple currencies; Enabling a single currency; Enabling multiple currencies; Adding a new currency; Changing the corporate currency; Effects of enabling multi-currency; Fiscal year and its customization; Standard fiscal year; Custom fiscal year; Defining a new custom fiscal year