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Salesforce CRM : the definitive admin handbook : a comprehensive, power-packed guide for all Salesforce administrators covering everything from setup and configuration, to the customization of Salesforce CRM

Author: Paul Goodey
Publisher: Birmingham : Packt Pub., 2011.
Edition/Format:   eBook : Document : EnglishView all editions and formats
Summary:
A practical guide through which you will discover how to set up and configure the application. Along the way, you will also be presented with solutions and real-life examples on how to further improve and maintain its functionality with clear step-by-step instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can  Read more...
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Details

Genre/Form: Electronic books
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Paul Goodey
ISBN: 9781849683074 1849683077 9781849683074
OCLC Number: 769188577
Notes: Includes index.
"Professional expertise distilled"--Cover.
Description: 1 online resource (ix, 355 pages) : color illustrations
Contents: Salesforce CRM: The Definitive Admin Handbook --
Salesforce CRM: The Definitive Admin Handbook --
Credits --
About the Reviewers --
www.PacktPub.com --
Support files, eBooks, discount offers and more --
Why Subscribe --
Free Access for Packt account holders --
Instant Updates on New Packt Books --
What this book covers --
What you need for this book --
Who this book is for --
Conventions --
Reader feedback --
Customer support --
Errata --
Piracy --
Questions --
1. Getting Started with the Salesforce CRM Application: 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 --
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 ratesSingle currency --
Multiple currencies --
Active currencies --
Manage currencies --
Dated exchange rates --
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 --
Enable Enhanced Lists --
Enable New User Interface Theme --
Enable Printable list views --
Enable Spell Checker --
Enable Spell Checker on tasks and events --
Sidebar Enable Collapsible SidebarShow Custom Sidebar Components on All Pages --
Calendar settings --
Setup settings --
Advanced settings --
Activate Extended Mail Merge --
Always save Extended Mail Merge documents to the Documents tab --
Search overview --
Sidebar Search --
Advanced Search --
Global Search --
Searching in Salesforce.com --
Search Settings --
Enable "Limit to Items I Own" Search Checkbox --
Lookup Settings --
Enhanced lookups --
Lookup Auto-Completion --
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 LookupsEnable Drop-Down List for Sidebar Search --
Enable Sidebar Search Auto-Complete --
Enable Single-Search-Result Shortcut --
Number of Search Results Displayed Per Object --
Enable Enhanced Page Layout Editor --
Enable Enhanced Profile List Views --
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 --
Summary --
2. User Management in Salesforce CRM Introduction to record ownership, profiles, and sharing.
Responsibility: Paul Goodey.

Abstract:

A practical guide through which you will discover how to set up and configure the application. Along the way, you will also be presented with solutions and real-life examples on how to further improve and maintain its functionality with clear step-by-step 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 th.

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