Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Password management


You have the following options for resetting passwords for users in Salesforce CRM:

  • Resetting passwords

  • Expiring passwords

Resetting passwords

If users have forgotten their password, they can click on the Forgot your password? link on the Salesforce CRM login page which presents them with a screen to enter their username, as shown in the following screenshot:

The user will then receive an e-mail from Salesforce that contains a new password link that will require them to answer a previously set security question such as Where were you born? before their password is reset and they can log in to Salesforce.

To reset a user's password, navigate to Setup | Manage Users | Users. Now select the checkbox next to the user's name.

Optionally, to change the passwords for all currently displayed users, check the box in the column header to select all rows.

Click on Reset Password to have a new password e-mailed to the user(s).

Note

After you reset user's passwords, some users may need to...