Index

A

• account management, Salesforce automation / Account management
• Account page layout
  • Visualforce page, adding to / Adding the Visualforce page to the Account page layout
  • new section, adding to / Adding a new section to the Account page layout
• account sharing rules / Account territory sharing rules
• Active Server Pages (ASP)
  • about / Visualforce pages
• activity management, Salesforce automation
  • about / Activity management
  • Cloud Scheduler facility / Cloud Scheduler
  • Cloud Scheduler setup / Cloud Scheduler setup
  • Cloud Scheduler, request a meeting / Cloud Scheduler requesting a meeting
• administrative reports
  • about / Administrative reports
  • All Active Users report / Administrative reports
  • Users Logged in This Week report / Administrative reports
  • Documents report / Administrative reports
  • New Login Locations / Administrative reports
• Advanced Encryption Standard (AES)
  • about / Text (Encrypted)
• advanced formula
  • creating / Advanced formula
• advanced search / Advanced search
• algebra
  • used, for building formula text / Using algebra
• Apex
  • about / Apex code
• Apex code
  • about / Apex code
• Apex Data Loader / User login and authorization
• Apex triggers
  • about / Apex triggers
• API Only User Settings
  • about / API Only User Settings
  • alternative home page / Alternative Home Page
• approval actions
  • about / Workflow and approval actions
• approval process
  • about / Workflow rules and the approval processes, Approval process
  • e-mail alerts, configuring for / Configuring e-mail alerts for workflow rules and approval processes
  • tasks, configuring for / Configuring tasks for workflow rules and approval processes
  • field updates, configuring for / Configuring field updates for workflow rules and approval processes
  • outbound message notifications, configuring for / Configuring outbound message notifications for workflow rules and approval processes
  • versus workflow rules / Approval process
  • work items, for configuring / Approval process
  • checklist / Approval process checklist
  • configuring / Configuring approval processes
  • refining / Measuring and refining
  • measuring / Measuring and refining
• approval process wizard
  • selecting / Choosing an approval process wizard
  • Jump Start Wizard option / The Jump Start Wizard option
  • Standard Setup Wizard option / The Standard Setup Wizard option
  • Email Approval Response / Email Approval Response
• Approvals, in Chatter / Approvals in Chatter
  • about / Approvals in Chatter
  • checklist / Approvals in Chatter checklist
• approval steps
  • about / Creating approval steps
  • creating / Creating approval steps
• apps
  • about / Apps
  • standard apps / Standard apps
  • custom apps / Custom apps
  • subtab apps / Subtab apps
• assignment rules / Assignment rules
• authorization / User login and authorization
• autocomplete, login page
  • enabling / Enable caching and autocomplete on login page
• automatic creation, of Visualforce pages / Automatic creation of new Visualforce pages
• Auto Number field
  • about / Auto Number

B

• basic formula
  • creating / Basic formula
• best practice
  • mass data updating / Best practices for mass data updating
• best practices, reports / Creating reports
• best practices, Salesforce AppExchange marketplace / AppExchange best practices
• bucket fields
  • about / Bucket fields
• business-to-business (B2B) / Account management
• business-to-consumer (B2C) / Account management
• business performance, user adoption
  • about / Business performance

C

• caching, login page
  • enabling / Enable caching and autocomplete on login page
• calendar sections
  • options / Calendar settings
  • Enable Home Page Hover Links for Events option / The Enable Home Page Hover Links for Events option
  • Enable Drag-and-Drop Editing on Calendar Views options / The Enable Drag-and-Drop Editing on Calendar Views options
  • Enable Click-and-Create Events on Calendar Views option / The Enable Click-and-Create Events on Calendar Views option
  • Enable Drag-and-Drop Scheduling on List Views option / The Enable Drag-and-Drop Scheduling on List Views option
  • Enable hover links for My Tasks list option / The Enable Hover Links for My Tasks List option
• campaign, marketing administration
  • about / Campaign management
  • planning / Campaign planning
  • setup / Campaign setup
  • creating / Campaign creation, Member status values, Target lists, Using the campaign detail page, Using lead or contact list views, Targeting new leads or prospects
  • member status values / Member status values
  • target lists / Target lists
  • existing leads, targeting / Targeting existing leads or contacts
  • contacts, targeting / Targeting existing leads or contacts
  • campaign detail page, using / Using the campaign detail page
  • lead, creating / Creating lead or contact reports
  • contact reports, creating / Creating lead or contact reports
  • lead, using / Using lead or contact list views, Using the lead or contact detail pages
  • contact list views, using / Using lead or contact list views
  • contact detail pages, using / Using the lead or contact detail pages
  • new leads, targeting / Targeting new leads or prospects
  • prospects, targeting / Targeting new leads or prospects
  • execution / Campaign execution
  • responses, tracking / Campaign responses
  • responses, influence / Campaign influence
  • effectiveness / Campaign effectiveness
• campaign effectiveness, marketing administration
  • about / Campaign effectiveness
  • campaign statistics / Campaign statistics
  • campaign reports / Campaign reports
• campaign management setup, marketing administration
  • standard fields / Standard campaign fields
  • standard member fields / Standard campaign member fields
• campaign sharing rules / Campaign sharing rules
• CAPTCHA
  • about / User verification test
• case management, Service Cloud
  • about / Case management
• case management, Service cloud
  • Email-to-Case feature / The Email-to-Case feature
  • Web-to-Case feature / The Web-to-Case feature
  • case queues / Case queues
  • assignment rules / Assignment rules
  • escalation rules / Escalation rules
  • early triggers mechanism / Early triggers
• case queues / Case queues
• case sharing rules / Case sharing rules
• change management
  • overview / Change management overview
  • configuration / Configure, develop, and deploy
  • development / Configure, develop, and deploy
  • testing / Configure, develop, and deploy
• change requests, case management
  • about / Change requests
  • immediate release / Immediate release
  • minor release / Minor release
  • major release / Major release
• chart component types
  • about / Chart
• chat settings / Chat settings
• Checkbox field
  • about / Checkbox
• clickjack protection
  • about / Clickjack protection
  • enabling, for setup pages / Enable clickjack protection for setup pages
  • enabling, for non-setup Salesforce pages / Enable clickjack protection for non-setup Salesforce pages
  • enabling, for non-setup customer Visualforce pages / Enable clickjack protection for non-setup customer Visualforce pages
• client-side mash-ups
  • about / Mash-ups in Salesforce CRM, Client-side mash-ups
  • client-side services mash-ups / Client-side services mash-ups
  • client-side presentation mash-ups / Client-side presentation mash-ups
• client-side presentation mash-ups / Client-side presentation mash-ups
• client-side services mash-ups
  • about / Client-side services mash-ups
• Cloud Flow Designer, elements
  • Step / Elements
  • Screen / Elements
  • Decision / Elements
  • Assignment / Elements
  • Record Create / Elements
  • Record Update / Elements
  • Record Lookup / Elements
  • Record Delete / Elements
  • Subflows / Elements
  • Apex Plug-In / Elements
• Cloud Scheduler
  • about / Cloud Scheduler
  • setup / Cloud Scheduler setup
  • request a meeting / Requesting a meeting
  • Invitees’ response / Invitee responses
  • meeting confirmation / Confirming the meeting
• Comma Separated Value (CSV) / Individual import wizards
• company profile
  • establishing, within Salesforce / Establishing your company profile within Salesforce
• company profile, Salesforce
  • establishing / Establishing your company profile within Salesforce
  • company information / Company information and primary contact details
  • primary contact details / Company information and primary contact details
  • default language / The default language, locale, and time zone, The default language
  • locale / The default language, locale, and time zone
  • time zone / The default language, locale, and time zone
  • default locale / The default locale
  • default time zone / The default time zone
  • licenses / License information
  • currencies / Currencies and conversion rates
  • fiscal year settings / Standard fiscal years
• compiled character size limits
  • about / Building formula text and compiled character size limits
• completed Visualforce page
  • running / Running the completed Visualforce page
• component types, dashboards
  • about / Dashboard component types
  • chart / Chart
  • gauge / Gauge
  • metric / Metric
  • table / Table
  • Visualforce page / Visualforce page
• computer activation process
  • about / Computer activation process
  • user interface / User interface
  • API / API or a desktop client
  • desktop client / API or a desktop client
• conditional highlighting / Conditional highlighting
• considerations, dependent picklist
  • controlling fields / Controlling fields
  • dependent fields / Dependent fields
  • standard picklist fields / Standard picklist fields
  • default values / Default values
  • fields, converting / Converting fields
  • field-level security / Field-level security
  • page layouts / Page layouts
  • record types / Record types
  • data, importing / Importing data
• contact management, Salesforce automation / Contact management
• contact sharing rules / Contact sharing rules
• contract manager profile
  • about / Contract manager
• controller extensions, Visualforce page / Controller extensions
• controlling picklists
  • about / Dependent and controlling picklists
• conversion rates
  • about / Currencies and conversion rates
• cookie / Does the user's web browser have a valid cookie stored from Salesforce?
• criteria-based sharing rules / Criteria-based sharing rules
• CRM
  • about / Salesforce automation
• CSRF protection
  • about / Cross-Site Request Forgery (CSRF) Protection
  • enabling, on GET requests on non-setup pages / Enable CSRF protection on GET requests on non-setup pages
  • enabling, on POST requests on non-setup pages / Enable CSRF protection on POST requests on non-setup pages
• currencies
  • about / Currencies and conversion rates
  • single currency / Single-currency
  • multiple currencies / Multiple-currency
• Currency field
  • about / Currency
• custom apps
  • about / Custom apps
• custom controllers, Visualforce page / Custom controllers
• custom fields
  • about / Custom fields
  • creating / Creating custom fields
  • data types / Custom field data types
  • geolocation / Geolocation
  • lookup relationship / Lookup Relationship
  • master-detail relationship / Master-Detail Relationship
  • hierarchical relationship / Hierarchical Relationship
  • governing / Custom field governance
  • issue, addressing / Addressing the issue
• custom fields, considerations
  • generic field names, using / More generic field names
  • field history, tracking / Field history tracking
  • milestone objects, creating / Milestone objects
  • Chatter, using / Chatter
• custom fiscal years / Custom fiscal years
• customization, dashboards
  • about / Customizing dashboards
  • running user, setting / Setting the running user
  • column-level controls / Column-level controls
  • component-level controls / Component-level controls
• Custom Object Definition Edit page
  • Label / Creating custom objects
  • Plural Label / Creating custom objects
  • Gender (language-dependent) / Creating custom objects
  • Starts with vowel sound / Creating custom objects
  • Object Name / Creating custom objects
  • Description / Creating custom objects
  • Context-Sensitive Help Setting / Creating custom objects
  • Record Name / Creating custom objects
  • Data Type / Creating custom objects
  • Display Format / Creating custom objects
  • Starting Number / Creating custom objects
  • Allow Reports / Creating custom objects
  • Allow Activities / Creating custom objects
  • Track Field History / Creating custom objects
  • Deployment Status / Creating custom objects
  • Add Notes & Attachments / Creating custom objects
  • Launch New Custom Tab Wizard / Creating custom objects
• custom object relationships
  • creating / Creating custom object relationships
• custom objects
  • about / Custom objects
  • creating / Creating custom objects
  • Object Limits, accessing / Custom objects
• custom object sharing rules / Custom object sharing rules
• Custom Report Type / Creating reports
• custom report types
  • about / Custom report types
  • creating / Creating custom report types
  • deleting / Defining custom report types
  • Custom Report Type, defining / Step 1 – Define the Custom Report Type
  • Report Records Set, defining / Step 2 – Define Report Records Set
  • layout, configuring / Edit layout
• custom summary formulas
  • about / Custom summary formulas
  • formula field, defining / Custom summary formulas
• custom tabs
  • creating / Custom tabs

D

• dashboard properties
  • setting / Setting dashboard properties
• dashboards
  • enhanced sharing, activating for / Enhanced sharing for reports and dashboards
  • about / Dashboards
  • component types / Dashboard component types
  • creating / Creating dashboards
  • customizing / Customizing dashboards
  • deleting / Deleting dashboards
  • printing / Printing dashboards
• data access security model
  • about / The data access security model
• data availability, Salesforce1 / Salesforce1 data availability
  • support, for rich text area fields / Rich text area field support varies
  • related lists / Related lists in Salesforce1
• data export utilities
  • overview / An overview of data import and export utilities
• data import utilities
  • overview / An overview of data import and export utilities
  • Data Import Wizard / Data Import Wizard
  • individual import wizards / Individual import wizards
• Data Loader
  • about / Data Loader
  • import wizards, comparing / Data Loader and import wizards compared
  • using / Data Loader and import wizards compared
• data quality, user adoption
  • about / Data quality
• data storage
  • utilizing / Data storage utilization
• data types, custom fields
  • about / Custom field data types
  • Auto Number / Auto Number
  • Checkbox / Checkbox
  • Currency / Currency
  • Date / Date
  • Date/Time / Date/Time
  • Email / Email
  • Formula / Formula
  • Number / Number
  • Percent / Percent
  • Phone / Phone
  • Picklist / Picklist
  • Roll-up Summary / Roll-Up Summary
  • Text / Text
  • Text Area / Text Area
  • URL / URL
• data validation
  • about / Data validation
  • rules / Data validation rules
  • dependent picklist / Dependent picklists
• data validation rules
  • about / Data validation rules
  • field description section / The field description section
  • Error Condition Formula section / The Error Condition Formula section
  • Error Message section / The Error Message section
• Date/Time field
  • about / Date/Time
• Date field
  • about / Date
• default language / The default language
• default locale / The default locale
• default time zone / The default time zone
• delegated administration
  • about / Using delegated administration
  • tasks / Using delegated administration
• delegated groups
  • creating / Using delegated administration
• dependent picklist
  • about / Dependent picklists, Dependent and controlling picklists
  • controlling / Dependent and controlling picklists
  • considerations / Dependent picklist considerations
• dependent picklists
  • about / Dependent picklists
• Developer Pro sandbox / Developer Pro sandbox
• Developer sandbox / Developer sandbox
• dynamic dashboards
  • about / Dashboards, Dynamic dashboards
  • setting up / Setting up dynamic dashboards

E

• e-mail alerts
  • about / Workflow rules and the approval processes, Workflow and approval actions
  • configuring, for workflow rules / Configuring e-mail alerts for workflow rules and approval processes
  • configuring, for approval process / Configuring e-mail alerts for workflow rules and approval processes
• e-mail approval response
  • enabling / The Standard Setup Wizard option, Email Approval Response
• early triggers mechanism / Early triggers
• Editor access setting / The Editor access setting
• Email-to-Case feature / The Email-to-Case feature
• Email field
  • about / Email
• email settings, Salesforce Chatter
  • about / Chatter e-mail settings
  • notifications / E-mail notifications
• Enable Advanced Setup Search option / The Enable Advanced Setup Search option
• Enable Click-and-Create Events on Calendar Views option / The Enable Click-and-Create Events on Calendar Views option
• Enable Collapsible Sections option / The Enable Collapsible Sections option
• Enable Customization of Chatter User Profile Pages option / The Enable Customization of Chatter User Profile Pages option
• Enable Custom Object Truncate option / The Enable Custom Object Truncate option
• Enable Document Content Search option / The Enable Document Content Search option
• Enable Drag-and-Drop Editing on Calendar Views options / The Enable Drag-and-Drop Editing on Calendar Views options
• Enable Drag-and-Drop Scheduling on List Views option / The Enable Drag-and-Drop Scheduling on List Views option
• Enable Drop-Down List for Sidebar Search option / The Enable Drop-Down List for Sidebar Search option
• Enable English-Only Spell Correction for Knowledge Search option / The Enable English-Only Spell Correction for Knowledge Search option
• Enable Enhanced Lists option / The Enable Enhanced Lists option
• Enable Enhanced Page Layout Editor option / The Enable Enhanced Page Layout Editor option
• Enable Enhanced Profile List Views option / The Enable Enhanced Profile List Views option
• Enable Enhanced Profile User Interface option
  • about / The Enable Enhanced Profile User Interface option
  • features / The Enable Enhanced Profile User Interface option
• Enable Home Page Hover Links for Events option / The Enable Home Page Hover Links for Events option
• Enable Hover Details option / The Enable Hover Details option
• Enable hover links for My Tasks list option / The Enable Hover Links for My Tasks List option
• Enable Improved Setup User Interface option / The Enable Improved Setup User Interface option
• Enable Inline Editing option / The Enable Inline Editing option
• Enable New User Interface Theme option / The Enable New User Interface Theme option
• Enable Printable List Views option / The Enable Printable List Views option
• Enable Related List Hover Links option / The Enable Related List Hover Links option
• Enable Salesforce Notification Banner option / The Enable Salesforce Notification Banner option
• Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean option / The Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean option
• Enable Separate Loading of Related Lists option / The Enable Separate Loading of Related Lists option
• Enable Sidebar Search Autocomplete option / The Enable Sidebar Search Autocomplete option
• Enable Single-Search-Result Shortcut option / The Enable Single-Search-Result Shortcut option
• Enable Spell Checker option
  • about / The Enable Spell Checker option
  • Enable Spell Checker on Tasks and Events option / The Enable Spell Checker on Tasks and Events option
• Enable Tab Bar Organizer option / The Enable Tab Bar Organizer option
• Enhanced Lookups section / Enhanced lookups
• enhanced sharing
  • activating, for reports / Enhanced sharing for reports and dashboards
  • activating, for dashboards / Enhanced sharing for reports and dashboards
• enterprise mash-ups, web applications / Enterprise mash-ups in web applications
• escalation rules / Escalation rules
• Evaluation Criteria section
  • about / Evaluation Criteria
  • options / Evaluation Criteria
• example mash-up, with Visualforce
  • creating / Creating an example mash-up with Visualforce
  • default new Visualforce markup content, deleting / Deleting the default new Visualforce markup content
  • Visualforce Controller, modifying for specifying Account Standard Controller / Changing the Visualforce Controller to specify an Account Standard Controller
  • Salesforce-specific merge fields, adding / Copy and paste the Google map code and add Salesforce-specific merge fields
• Explorer tab
  • about / The Explorer tab
  • Properties subtab / The Explorer tab
  • Usage subtab / The Explorer tab
• Extensible Markup Language (XML) / Configuring outbound message notifications for workflow rules and approval processes

F

• feed tracking
  • enabling / Feed tracking
• fields
  • about / Fields
  • standard fields / Standard fields
  • custom fields / Custom fields
• field sets / Field sets
• Fields pane, report builder / The Fields pane
• field updates
  • about / Workflow rules and the approval processes, Workflow and approval actions
  • configuring, for approval process / Configuring field updates for workflow rules and approval processes
  • configuring, for workflow rules / Configuring field updates for workflow rules and approval processes
  • checkboxes / Checkboxes
  • record owners / Record owners
  • picklists / Picklists
  • data types / Other data types
• Filters pane, report builder / The Filters pane
• fiscal year settings
  • about / Fiscal year settings
  • standard fiscal years / Standard fiscal years
  • custom fiscal years / Custom fiscal years
  • Language settings feature / Language Settings
• flow considerations
  • saving / Saving a flow
• Flow Designer
  • about / Flow Designer
  • user interface, features / Flow Designer
  • user interface, functional sections / Flow Designer
  • considerations / Flow Designer considerations
• flow runtime
  • considerations / Flow runtime considerations
• folders / Folders
• Force.com Quick Access Menu
  • using / Force.com Quick Access menu
• Forgot Password / Locked Account Assistance
  • about / Forgot Password / Locked Account Assistance
  • message / Message
  • help link / Help link
• Formula field
  • about / Formula
• formulas
  • building / Building formulas
  • basic formula, creating / Basic formula
  • advanced formula, creating / Advanced formula
  • best practices / Building formulas – best practices
  • formatting, with carriage returns / Formatting with carriage returns and spacing
  • formatting, with spacing / Formatting with carriage returns and spacing
  • commenting / Commenting
• formula text
  • building / Building formula text and compiled character size limits
  • building, algebra used / Using algebra
  • field size limit, overcoming / Formula field size limit workarounds
• Full copy sandbox / Full copy sandbox
• functional overview, Salesforce CRM
  • about / A functional overview of Salesforce CRM
  • marketing administration / Marketing administration
  • Salesforce automation / Salesforce automation
  • customer service / Customer service and support automation
  • support automation / Customer service and support automation
  • Enterprise social networking, with Salesforce Chatter / Enterprise social networking with Salesforce Chatter
  • Salesforce CRM record life cycle / The Salesforce CRM record life cycle

G

• gauge component types
  • about / Gauge
• geolocation custom field
  • about / Geolocation
• global search box / Global search
• groupings
  • about / Groupings
  • summary field / Summary fields
  • conditional highlighting / Conditional highlighting
• groups
  • about / Groups
  • public groups / Public groups
  • personal groups / Personal groups

H

• hierarchical relationship
  • about / Hierarchical Relationship
• how-to guide, user management
  • about / A how-to guide to help users grant login access to you
  • custom user fields, creating / Creating custom user fields
• HTML
  • about / Mash-ups in Salesforce CRM
  • URL, for wiki / Mash-ups in Salesforce CRM
• HyperText Markup Language (HTML) / Manually creating leads with Web-to-Lead

I

• identity confirmation
  • about / Identity confirmation
  • SMS-based identity confirmation, enabling / Enable SMS-based identity confirmation
• immediate workflow actions
  • about / Immediate workflow actions
  • adding / Adding immediate workflow actions
• import wizards
  • and Data Loader, comparing / Data Loader and import wizards compared
  • web-based import wizards / Data Loader and import wizards compared
• Independent Software Vendors (ISVs) / Managed and unmanaged packages
• Influence setting / Influence

J

• Java Server Pages (JSP)
  • about / Visualforce pages
• Joined report format / The Joined report format
• Jump Start Wizard option / The Jump Start Wizard option

K

• Keep Favorite Report Folders In View
  • about / Keep Favorite Report Folders In View

L

• labels
  • renaming, for standard fields / Renaming labels for standard tabs, standard objects, and standard fields
  • renaming, for standard tabs / Renaming labels for standard tabs, standard objects, and standard fields
  • renaming, for standard objects / Renaming labels for standard tabs, standard objects, and standard fields
• Language settings feature / Language Settings
• lead
  • creating, in Salesforce CRM / Creating leads in Salesforce CRM
  • records, creating / Creating lead records within the application
  • manually, creating with Web-to-Lead / Manually creating leads with Web-to-Lead
• lead management, marketing administration
  • about / Lead management
  • standard fields / Standard lead fields
  • business process, creating / Lead business process
  • leads, creating in Salesforce CRM / Creating leads in Salesforce CRM
  • manual importing / Manual importing of multiple leads
  • lead queue / Lead queue
  • users, adding to lead queue / Creating and adding users to a lead queue
  • rules / Lead assignment rules
  • lead conversion / Lead conversion
  • lead conversion field mappings / Lead conversion field mappings
• lead queue
  • about / Lead queue
  • users, adding / Creating and adding users to a lead queue
• Lead settings
  • about / Lead settings
  • editing / Lead settings
  • Web-to-Lead settings / The Web-to-Lead settings
  • Web-to-Lead HTML code, generating / Generating the Web-to-Lead HTML code
  • Web-to-Lead auto-response rules / Web-to-Lead auto-response rules
• lead sharing rules / Lead sharing rules
• licenses
  • user license / License information
  • feature license / License information
  • permission set license / License information
• Limit to Items I Own Search Checkbox option / The Enable "Limit to Items I Own" Search Checkbox option
• list views
  • about / List views
  • features / List views
  • Force.com Quick Access Menu, using / Force.com Quick Access menu
• login page caching
  • about / Login page caching and autocomplete
• login restrictions, user profile
  • login hour restrictions / Login hour restrictions
  • IP address restrictions / IP address restrictions
• Lookup Autocompletion option / Lookup autocompletion
• lookup filters
  • about / Lookup filters
• lookup relationship
  • about / Lookup Relationship
  • building / Building relationship fields
  • options / Lookup relationship options
• Lookup Settings section / Lookup settings

M

• Manager access setting / The Manager access setting
• Manage Users permission / Creating a profile with the Manage Users permission
• marketing administration
  • about / Marketing administration, Marketing administration
  • features / Marketing administration
  • campaign management / Campaign management
  • lead management / Lead management
• Marketing Cloud / Marketing administration
• marketing user profile
  • about / Marketing user
• mash-up
  • about / Enterprise mash-ups in web applications
• mash-ups, Salesforce CRM
  • about / Mash-ups in Salesforce CRM
• mass data updating
  • best practice / Best practices for mass data updating
• master-detail relationship
  • about / Master-Detail Relationship
  • building / Building relationship fields
• master-detail relationship, options
  • about / Master-detail relationship options
  • Allow Reparenting Option / Allow Reparenting Option
• Matrix report format / The Matrix report format
• metric component types
  • about / Metric
• Mobile Administration Console
  • about / The Mobile Administration Console
• multiple currencies
  • about / Multiple-currency
  • active currencies / Active currencies
  • Manage Currencies option / Manage currencies
  • dated exchange rates / Dated exchange rates

N

• new page layout section
  • Visualforce page, adding to / Adding the Visualforce page to the new page layout section
• New Report and Dashboard Folders
  • creating / Creating New Report and Dashboard Folders
• Nonprofit Starter Pack app
  • URL / A how-to guide to help users grant login access to you
• Number field
  • about / Number
• Number of Search Results Displayed Per Object option / The Number of Search Results Displayed Per Object option

O

• Object Limits
  • accessing / Object Limits
  • accessing, of standard objects / Standard objects
  • accessing, of custom objects / Custom objects
• object relationships
  • setting / Object relationships
• objects
  • about / Objects
  • properties / Objects
  • standard objects / Standard objects
  • custom objects / Custom objects
• One-Time PIN(OTP) / SMS text message verification code
• opportunity management, Salesforce automation
  • about / Opportunity management
• opportunity sharing rules / Opportunity sharing rules
• options, e-mail alert recipients
  • Account Owner / Configuring e-mail alerts for workflow rules and approval processes
  • Account Team / Configuring e-mail alerts for workflow rules and approval processes
  • Case Team / Configuring e-mail alerts for workflow rules and approval processes
  • Creator / Configuring e-mail alerts for workflow rules and approval processes
  • Customer Portal User / Configuring e-mail alerts for workflow rules and approval processes
  • Email Field / Configuring e-mail alerts for workflow rules and approval processes
  • Owner / Configuring e-mail alerts for workflow rules and approval processes
  • Partner User / Configuring e-mail alerts for workflow rules and approval processes
  • Portal Role / Configuring e-mail alerts for workflow rules and approval processes
  • Portal Role and Subordinates / Configuring e-mail alerts for workflow rules and approval processes
  • Public Groups / Configuring e-mail alerts for workflow rules and approval processes
  • Related Contact / Configuring e-mail alerts for workflow rules and approval processes
  • Related Lead or Contact Owner / Configuring e-mail alerts for workflow rules and approval processes
  • Related User / Configuring e-mail alerts for workflow rules and approval processes
  • Role / Configuring e-mail alerts for workflow rules and approval processes
  • Role and Internal Subordinates / Configuring e-mail alerts for workflow rules and approval processes
  • Role and Subordinates / Configuring e-mail alerts for workflow rules and approval processes
  • User / Configuring e-mail alerts for workflow rules and approval processes
  • Sales Team / Configuring e-mail alerts for workflow rules and approval processes
• options, for saving flow
  • initial save / Saving a flow
  • quick save / Saving a flow
  • save as / Saving a flow
• options, Full copy sandbox
  • Case History / Full copy sandbox
  • Opportunity History / Full copy sandbox
• organization-wide e-mail addresses
  • setting up / Organization-wide e-mail addresses
• outbound message
  • about / Workflow rules and the approval processes, Workflow and approval actions
• outbound message notifications
  • configuring, for workflow rules / Configuring outbound message notifications for workflow rules and approval processes
  • configuring, for approval process / Configuring outbound message notifications for workflow rules and approval processes
• OWDs
  • about / Organization-Wide Defaults (OWDs) for sharing
  • access level actions / OWD access level actions
  • Public Full Access (Campaigns only) / Public Full Access (Campaigns only)
  • Public Read/Write/Transfer (Cases or Leads only / Public Read/Write/Transfer (Cases or Leads only)
  • Public Read/Write / Public Read/Write
  • Public Read Only / Public Read Only
  • Private / Private
  • No Access / No Access, View Only, or Use (Price Book only)
  • View Only / No Access, View Only, or Use (Price Book only)
  • Price Book information / No Access, View Only, or Use (Price Book only)
  • access, granting with hierarchies / Granting access using hierarchies
  • Controlled by Parent / Controlled by Parent
  • external OWDs, for sharing / External Organization-Wide Defaults (OWDs) for sharing
  • default access type modification, effects / Effects of modifying the default access type
  • users additional access, granting / Granting users additional access
  • permission sets / Permission sets
  • sharing rules / Organization-Wide Defaults and sharing rules

P

• page layouts
  • about / Page layouts
  • creating / Creating and modifying a page layout
  • modifying / Creating and modifying a page layout
• Palette tab
  • about / The Palette tab
• Partial Copy sandbox
  • about / Partial Copy sandbox
  • creating / Partial Copy sandbox
• password management
  • about / Password management
  • passwords, resetting / Resetting passwords
  • passwords, expiring / Expiring passwords
• password policies
  • about / Password policies
  • password expiration period / The user password expiration period
  • enforce password history / Enforce password history
  • minimum password length / Minimum password length
  • password complexity requirement / Password complexity requirement
  • password question requirement / Password question requirement
  • maximum invalid login attempts / Maximum invalid login attempts
  • lockout effective period / Lockout effective period
  • obscure secret answer for password resets / Obscure secret answer for password resets
  • Require a minimum 1 day password lifetime option / Require a minimum 1 day password lifetime
• Percent field
  • about / Percent
• permission set, User edit page
  • user, assigning to / Assigning the user to the permission set from the User edit page
• Permission Set edit page
  • permission set, creating / Creating the permission set from the Permission Set edit page
• permission sets
  • about / Permission sets, Permission sets
  • creating / Creating permission sets
  • creating, from Permission Set edit page / Creating the permission set from the Permission Set edit page
  • user, assigning to / Assigning the user to the permission set from the User edit page
• personal groups / Personal groups
• Phone field
  • about / Phone
• Picklist field
  • about / Picklist
  • Picklist (Multi-select) field / Picklist (Multi-select)
• picklists
  • about / Dependent picklists
  • dependent picklists / Dependent picklists
• Preview pane, report builder / The Preview pane
• primary features, Salesforce Chatter
  • about / Chatter primary features
  • feed / Feed
  • post / Post
  • invitations / Invitations
• process visualizer
  • about / The process visualizer
• profile
  • and features that it controls, relationship / The relationship between a profile and the features that it controls
  • usage / The relationship between a profile and the features that it controls
• profiles
  • about / Profiles
  • types / Profiles
  • standard profiles / Profiles
  • custom profiles / Profiles
• profiles and sharing
  • about / Profiles and sharing
  • profiles / Profiles
  • sharing / Sharing
• public groups / Public groups
• Publisher Actions option
  • standard actions / The Publisher Actions option
  • create actions / The Publisher Actions option
  • Log a call actions / The Publisher Actions option
  • Send email actions / The Publisher Actions option
  • Update actions / The Publisher Actions option
  • Custom actions / The Publisher Actions option

Q

• queues / Queues
• Quick Start Wizard
  • step-by-step guide / The Quick Start Wizard

R

• record owner
  • about / Record owner
• record types
  • about / Record types
  • example / Record types
  • creating / Creating a record type
  • considerations / Creating a record type
• Recycle Bin / Recycle Bin
• related lists
  • about / Related lists
• Report and Dashboard Folders section
  • about / The Report and Dashboard Folders section
• report builder
  • about / Report builder
  • Fields pane / The Fields pane
  • Filters pane / The Filters pane
  • Preview pane / The Preview pane
• report filter
  • Field Filter / The Filters pane
  • Filter Logic / The Filters pane
  • Row Limit / The Filters pane
• report format
  • modifying / Changing the report format
• report formats
  • about / Report formats
  • Tabular report format / The Tabular report format
  • Summary report format / The Summary report format
  • Matrix report format / The Matrix report format
  • Joined report format / The Joined report format
• reports
  • about / Reports
  • features / Reports
  • Report and Dashboard Folders section / The Report and Dashboard Folders section
  • New Report and Dashboard Folders, creating / Creating New Report and Dashboard Folders
  • Keep Favorite Report Folders In View section / Keep Favorite Report Folders In View
  • enhanced sharing, activating for / Enhanced sharing for reports and dashboards
  • creating / Creating reports
  • best practices / Creating reports
  • running / Running reports
  • printing / Printing and exporting reports
  • exporting / Printing and exporting reports
• reports, considerations
  • about / Report considerations
  • large reports, running / Running large reports
  • report timeout warning / Report timeout warning
  • reports, exporting to background / Exporting reports to the background
  • user verification test / User verification test
  • reports, mass deleting / Mass deleting reports
• Representational State Transfer (REST)
  • about / Server-side mash-ups
• Resources tab
  • about / The Resources tab
• Return On Investment (ROI) / Campaign management
  • about / Business performance
• Role hierarchy
  • about / Role hierarchy
• Role hierarchy, viewing
  • show in tree view option / The show in tree view option
  • show in sorted list view option / The show in sorted list view option
  • show in list view option / The show in list view option
  • Show in list view option / The show in list view option
• roles
  • about / Roles
• Roll-up Summary field
  • about / Roll-Up Summary
• Rule Criteria section
  • about / Rule Criteria
  • run this rule if the following criteria are met option / The run this rule if the following criteria are met option
  • run this rule if the following formula evaluates to true option / The run this rule if the following formula evaluates to true option
• running user concept
  • about / Dashboards

S

• Sales Cloud
  • about / Salesforce automation
• Salesforce
  • Setup menu / The Salesforce setup menu
  • company profile, establishing / Establishing your company profile within Salesforce
  • searching in / Searching in Salesforce.com
  • data validation / Data validation
  • references / Get It Now
• Salesforce1
  • about / Salesforce1
  • supported devices / Salesforce1 supported devices
  • data availability / Salesforce1 data availability, Rich text area field support varies
  • versus Salesforce CRM browser app / Differences between Salesforce1 and the full Salesforce CRM browser app
• Salesforce1 administration
  • about / Salesforce1 administration
  • Salesforce1 mobile browser app access / Salesforce1 mobile browser app access
  • Salesforce1 desktop browser access / Salesforce1 desktop browser access
  • Salesforce1 downloadable App access / Salesforce1 downloadable app access
  • Salesforce1 notifications / Salesforce1 notifications
  • Salesforce1 branding / Salesforce1 branding
  • Salesforce1 compact layouts / Salesforce1 compact layouts
  • Salesforce1 offline access / Salesforce1 offline access
  • Salesforce1 Setup, with the Salesforce1 Wizard / Setting up Salesforce1 with the Salesforce1 Wizard
• Salesforce1 branding
  • about / Salesforce1 branding
• Salesforce1 compact layouts
  • about / Salesforce1 compact layouts
• Salesforce1 desktop browser access
  • about / Salesforce1 desktop browser access
• Salesforce1 downloadable App access
  • about / Salesforce1 downloadable app access
• Salesforce1 mobile browser app access
  • about / Salesforce1 mobile browser app access
• Salesforce1 notifications
  • about / Salesforce1 notifications
  • settings / Salesforce1 notifications
• Salesforce1 offline access
  • about / Salesforce1 offline access
• Salesforce1 Setup, with Salesforce1 Wizard
  • about / Setting up Salesforce1 with the Salesforce1 Wizard
  • Quick Start Wizard / The Quick Start Wizard
• SalesforceA
  • about / SalesforceA
  • supported devices / SalesforceA supported devices
• Salesforce Adoption Dashboards app
  • URL / Business performance
• Salesforce AppExchange marketplace
  • managed packages / Managed and unmanaged packages
  • unmanaged packages / Managed and unmanaged packages
  • third party tools / External and third-party tools
  • external tools / External and third-party tools
  • app security / App security
  • steps, before app installation / Before installing an app, Take a test drive
  • app, installing into Salesforce CRM application / Installing an app
  • app, uninstalling / Uninstalling an app
  • best practices / AppExchange best practices
• Salesforce AppExchange Marketplace
  • about / Salesforce AppExchange marketplace
  • URL / Salesforce AppExchange marketplace
  • Get It Now button / Get It Now
  • post-installation configuration / Post-installation configuration
• Salesforce automation
  • about / Salesforce automation, Salesforce automation
  • account management / Account management
  • contact management / Contact management
  • activity management / Activity management
  • opportunity management / Opportunity management
• Salesforce Chatter
  • using with Enterprise social networking / Enterprise social networking with Salesforce Chatter
  • about / Enterprise social networking with Salesforce Chatter, Salesforce Chatter
  • primary features / Chatter primary features
  • settings / Chatter settings
  • enabling / Enabling Chatter
  • feed tracking / Feed tracking
  • chat settings feature / Chat settings
  • Influence setting / Influence
  • email settings / Chatter e-mail settings
• Salesforce Chatter, setting
  • enable / Chatter Settings – enabling Chatter
  • Groups option / The Groups option
  • Rich Link Previews / The Rich Link Previews in Feed option
  • Approval Posts option / The Approval Posts option
  • Coworker Invitations option / The Coworker Invitations option
  • Customer Invitations option / The Customer Invitations option
  • File Sync option / The File Sync option
  • Publisher Actions option / The Publisher Actions option
• Salesforce Classic
  • about / Salesforce Classic
  • supported operating systems / Salesforce Classic supported operating systems
  • data availability / Salesforce Classic data availability
  • five-step process, for setting up / The Mobile Administration Console
• Salesforce Classic administration
  • about / Salesforce Classic administration
  • Salesforce Classic full version access / Salesforce Classic full version access
  • Salesforce Classic free version access / Salesforce Classic free version access
  • Mobile Administration Console / The Mobile Administration Console
• Salesforce Classic free version access
  • about / Salesforce Classic free version access
• Salesforce Classic full version access
  • about / Salesforce Classic full version access
• Salesforce CRM
  • Lead process / Creating a record type
  • Sales process / Creating a record type
  • Support proces / Creating a record type
  • Solutions process / Creating a record type
  • data storage / Data storage utilization
  • file storage / Data storage utilization
  • functional overview / A functional overview of Salesforce CRM
  • record life cycle / The Salesforce CRM record life cycle
  • campaigns, managing / Campaign management
  • leads, creating / Creating leads in Salesforce CRM
  • leads records, creating / Creating lead records within the application
  • leads, creating manually with Web-to-Lead / Manually creating leads with Web-to-Lead
  • mash-ups / Mash-ups in Salesforce CRM
• Salesforce CRM browser app
  • versus Salesforce1 / Differences between Salesforce1 and the full Salesforce CRM browser app
• Salesforce Mobile
  • about / Salesforce Mobile
• Salesforce Mobile products
  • accessing / Accessing Salesforce Mobile products
  • overview / Salesforce mobile products' overview
  • SalesforceA / SalesforceA
  • Salesforce Touch / Salesforce Touch
  • Salesforce1 / Salesforce1
  • Salesforce Classic / Salesforce Classic
• Salesforce sandboxes
  • about / Salesforce sandboxes
  • Developer sandbox / Developer sandbox
  • Developer Pro sandbox / Developer Pro sandbox
  • Partial Copy sandbox / Partial Copy sandbox
  • Full copy sandbox / Full copy sandbox
• Salesforce Setup menu
  • about / The Salesforce setup menu
• Salesforce Touch
  • about / Salesforce mobile products' overview, Salesforce Touch
• Screen element
  • using / Using the Screen element
• search
  • about / Search overview
  • types / Search overview
  • sidebar search / Sidebar search
  • advanced search / Advanced search
  • global search / Global search
  • settings / Search settings
  • Lookup Settings / Search settings, Lookup settings
  • Enhanced lookups / Enhanced lookups
  • Lookup autocompletion option / Lookup autocompletion
• search settings
  • about / Search settings
  • Limit to Items I Own Search Checkbox option / The Enable "Limit to Items I Own" Search Checkbox option
  • Limit to Items I Own Search Checkbx option / The Enable "Limit to Items I Own" Search Checkbox option
  • Enable Document Content Search option / The Enable Document Content Search option
  • Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean option / The Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean option
  • Use Recently Viewed User Records for Blank and Auto-Complete Lookups option / The Use Recently Viewed User Records for Blank and Auto-Complete Lookups option
  • Enable Drop-Down List for Sidebar Search option / The Enable Drop-Down List for Sidebar Search option
  • Enable English-Only Spell Correction for Knowledge / The Enable English-Only Spell Correction for Knowledge Search option
  • Enable Sidebar Search Autocomplete option / The Enable Sidebar Search Autocomplete option, The Enable Single-Search-Result Shortcut option
  • Number of Search Results Displayed Per Object option / The Number of Search Results Displayed Per Object option
• server-side mash-ups
  • high-level steps / Mash-ups in Salesforce CRM
  • about / Server-side mash-ups
• Service Cloud
  • about / Customer service and support automation, Service cloud
  • case management / Case management
• Service Level Agreements (SLAs) / Early triggers
• session management
  • about / Session management
• session security levels
  • about / Session Security Levels
  • changing / Session Security Levels
  • logging in, as another user / Logging in as another user
• session settings
  • about / Session settings
  • require secure connections (HTTPS) option / Require secure connections (HTTPS)
  • Force relogin after Login-As-User option / Force relogin after Login-As-User
  • require HttpOnly attribute / Require HttpOnly attribute
  • use POST requests for cross-domain sessions option / Use POST requests for cross-domain sessions
• session timeout
  • about / Session timeout
  • timeout value / Timeout value
  • disable session timeout warning popup / Disable session timeout warning popup
  • force logout, enabling / Force logout on session timeout
• Setup settings
  • about / Setup settings
  • options / Setup settings
  • Enable Enhanced Page Layout Editor option / The Enable Enhanced Page Layout Editor option
  • Enable Enhanced Profile List Views option / The Enable Enhanced Profile List Views option
  • Enable Enhanced Profile User Interface option / The Enable Enhanced Profile User Interface option
  • Enable Streaming API option / The Enable Streaming API option
  • Enable Custom Object Truncate option / The Enable Custom Object Truncate option
  • Enable Improved Setup User Interface option / The Enable Improved Setup User Interface option
  • Enable Advanced Setup Search option / The Enable Advanced Setup Search option
• sharing rules
  • OWDs / Organization-Wide Defaults and sharing rules
  • about / Sharing rules
  • applying / Sharing rules
  • account sharing rules / Account sharing rules
  • account territory sharing rules / Account territory sharing rules
  • campaign sharing rules / Campaign sharing rules
  • case sharing rules / Case sharing rules
  • contact sharing rules / Contact sharing rules
  • lead sharing rules / Lead sharing rules
  • opportunity sharing rules / Opportunity sharing rules
  • user sharing rules / User sharing rules
  • custom object sharing rules / Custom object sharing rules
  • groups / Groups
  • adding, effects / Effects of adding or modifying sharing rules
  • modifying, effects / Effects of adding or modifying sharing rules
  • criteria-based sharing rules / Criteria-based sharing rules
  • manual method / Manual sharing rules
  • manual method, for user records / Manual sharing for user records
  • queues / Queues
  • sharing access diagram / Sharing access diagram
• sharing settings
  • about / Sharing
  • roles / Roles
  • permission sets / Permission sets
  • permission sets, creating / Creating permission sets
• show in list view option / The show in list view option
• show in sorted list view option / The show in sorted list view option
• show in tree view option / The show in tree view option
• Show Quick Create option / The Show Quick Create option
• Sidebar
  • about / Sidebar
  • options / The Enable Collapsible Sidebar option
  • Enable Collapsible Sidebar option / The Enable Collapsible Sidebar option
  • Show Custom Sidebar Components on All Pages option / The Show Custom Sidebar Components on All Pages option
• sidebar search / Sidebar search
• Simple Object Access Protocol (SOAP) / Configuring outbound message notifications for workflow rules and approval processes
  • about / Server-side mash-ups
• solution manager profile
  • about / Solution manager
• standard apps
  • about / Standard apps
• standard controllers, Visualforce page / Standard controllers
• standard fields
  • about / Standard fields
  • labels, renaming / Renaming labels for standard tabs, standard objects, and standard fields
• standard fiscal years / Standard fiscal years
• standard list controllers, Visualforce page / Standard list controllers
• standard objects
  • about / Standard objects
  • Object Limits, accessing / Standard objects
• standard profile types
  • contract manager profile / Contract manager
  • marketing user profile / Marketing user
  • solution manager profile / Solution manager
  • standard user profile / Standard user
  • system administrator profile / System administrator
• standard report types
  • about / Standard report types
  • Account & Contacts / Standard report types
  • Activities / Standard report types
  • Administrative Reports / Standard report types
  • Call Center Reports / Standard report types
  • Campaigns / Standard report types
  • Salesforce CRM Content / Standard report types
  • Forecasts / Standard report types
  • Leads / Standard report types
  • Opportunities / Standard report types
  • Price Books, Products, and Assets / Standard report types
  • hiding / Hiding standard report types
• Standard Setup Wizard option / The Standard Setup Wizard option
• standard tabs
  • about / Standard tabs
  • labels, renaming / Renaming labels for standard tabs, standard objects, and standard fields
• standard user profile
  • about / Standard user
• Step element
  • using / Using the Step element
• subtab apps
  • about / Subtab apps
• summary field
  • about / Summary fields
• Summary report format / The Summary report format
• supported browsers
  • about / User interface and supported browsers, Supported browsers
• supported devices, Salesforce1 / Salesforce1 supported devices
• supported devices, SalesforceA
  • about / SalesforceA supported devices
• supported operating systems, Salesforce Classic
  • about / Salesforce Classic supported operating systems
• system administrator profile
  • about / System administrator

T

• table component types
  • about / Table
• tabs
  • about / Tabs
  • hiding / Hiding and showing tabs
  • displaying / Hiding and showing tabs
  • standard tabs / Standard tabs
  • custom tabs / Custom tabs
• Tabular report format / The Tabular report format
• tasks
  • about / Workflow rules and the approval processes, Workflow and approval actions
  • configuring, for workflow rules / Configuring tasks for workflow rules and approval processes
  • configuring, for approval process / Configuring tasks for workflow rules and approval processes
• Text (Encrypted) field
  • about / Text (Encrypted)
• Text Area field
  • about / Text Area
  • Text Area (Long) field / Text Area (Long)
  • Text Area (Rich) field / Text Area (Rich)
• Text field
  • about / Text
• time-dependent workflow actions
  • about / Time-dependent workflow actions
  • adding / Adding time-dependent workflow actions

U

• URL field
  • about / URL
• usage, user adoption
  • simplicity / Simplicity
  • connectivity / Connectivity
  • Salesforce Mobile / Salesforce Mobile
  • communications / Communications
• User Acceptance Testing (UAT) / Full copy sandbox
• user accounts
  • freezing / Freezing user accounts
• user adoption
  • about / User adoption
  • usage / Usage
  • data quality / Data quality
  • business performance / Business performance
• Use Recently Viewed User Records for Blank and Auto-Complete Lookups option / The Use Recently Viewed User Records for Blank and Auto-Complete Lookups option
• user information
  • viewing / Viewing and editing user information
  • editing / Viewing and editing user information
  • users, searching for / Searching for users
  • users, deactivating / Deactivating users
• user interface
  • about / User interface and supported browsers, User interface
• user interface, computer activation process
  • about / User interface, SMS text message verification code
  • SMS text message verification code / SMS text message verification code
  • e-mail message verification code / E-mail message verification code
• user interface settings
  • about / User interface settings
  • Enable Collapsible Sections option / The Enable Collapsible Sections option
  • Show Quick Create option / The Show Quick Create option
  • Enable Hover Details option / The Enable Hover Details option
  • Enable Related List Hover Links option / The Enable Related List Hover Links option
  • Enable Separate Loading of Related Lists option / The Enable Separate Loading of Related Lists option
  • Enable Inline Editing option / The Enable Inline Editing option
  • Enable Enhanced Lists option / The Enable Enhanced Lists option
  • Enable New User Interface Theme option / The Enable New User Interface Theme option
  • Enable Tab Bar Organizer option / The Enable Tab Bar Organizer option
  • Enable Printable List Views option / The Enable Printable List Views option
  • Enable Spell Checker option / The Enable Spell Checker option
  • Enable Spell Checker on Tasks and Events option / The Enable Spell Checker on Tasks and Events option
  • Enable Customization of Chatter User Profile Pages option / The Enable Customization of Chatter User Profile Pages option
  • Enable Salesforce Notification Banner option / The Enable Salesforce Notification Banner option
• user IP address
  • checking / Does the user's IP address appear within your organization's trusted IP address list?
  • Trusted IP range / Trusted IP range
  • previous activation, checking / Has the user been activated from this IP address before?
  • stored cookie, checking / Does the user's web browser have a valid cookie stored from Salesforce?
• user login
  • about / User login and authorization
  • computer activation process / Computer activation process
• user management
  • record ownership / Record owner
  • profiles / Profiles
  • sharing / Sharing
  • about / Managing users in Salesforce CRM
  • user actions / Managing users in Salesforce CRM
  • new user records, creating / Creating new user records
  • new user records, saving / Saving new user records
  • key standard user fields / Saving new user records
  • new user records, viewing / Viewing new user records
  • multiple users, adding / Adding multiple users
  • delegation / Delegation of user management
  • Manage Users permission / Creating a profile with the Manage Users permission
  • delegated administration, using / Using delegated administration
  • user accounts, freezing / Freezing user accounts
  • password management / Password management
  • password policies / Password policies
  • Forgot Password / Locked Account Assistance / Forgot Password / Locked Account Assistance
  • API Only User Settings / API Only User Settings
  • session management / Session management
  • session timeout / Session timeout
  • session settings / Session settings
  • login page caching / Login page caching and autocomplete
  • autocomplete / Login page caching and autocomplete
  • clickjack protection / Clickjack protection
  • CSRF protection / Cross-Site Request Forgery (CSRF) Protection
  • session security levels / Session Security Levels
  • how-to guide / A how-to guide to help users grant login access to you
• user profile
  • login restrictions / Does the user's profile have any login restrictions?
• user sharing rules / User sharing rules

V

• Viewer access setting / The Viewer access setting
• Virtual Private Network (VPN) / E-mail message verification code
• Visualforce
  • about / Introduction to Visualforce
• Visualforce components
  • about / Introduction to Visualforce, Visualforce components
• Visualforce development mode
  • about / The Visualforce development mode
• Visualforce page
  • adding, to Account page layout / Adding the Visualforce page to the Account page layout
  • adding, to new page layout section / Adding the Visualforce page to the new page layout section
• Visualforce page controllers
  • about / Introduction to Visualforce, Visualforce page controllers
  • standard controllers / Standard controllers
  • custom controllers / Custom controllers
  • controller extensions / Controller extensions
  • standard list controllers / Standard list controllers
• Visualforce pages
  • about / Introduction to Visualforce, Visualforce pages
  • creating / Creating a Visualforce page
  • setting up / Visualforce pages setup page
  • automatic creation of / Automatic creation of new Visualforce pages
• Visual Workflow
  • about / Visual Workflow
  • configuring / Configuring Visual Workflow
  • Palette tab / The Palette tab
  • Resources tab / The Resources tab
  • Explorer tab / The Explorer tab

W

• W3C
  • about / Server-side mash-ups
  • references / Server-side mash-ups
• Web-to-Case feature / The Web-to-Case feature
• Web-to-Lead auto-response rules
  • enabling / Web-to-Lead auto-response rules
• Web-to-Lead HTML code
  • generating / Generating the Web-to-Lead HTML code, Web-to-Lead auto-response rules
• Web-to-Lead settings / The Web-to-Lead settings
• web applications
  • enterprise mash-ups / Enterprise mash-ups in web applications
• Web service / Server-side mash-ups
• weekly export / Weekly export
• What You See Is What You Get (WYSIWYG) / The Enable Enhanced Page Layout Editor option
• wildcard
  • about / Sidebar search
  • URL / Sidebar search
• workflow
  • about / Workflow and approval actions
• workflow actions
  • specifying / Specifying the workflow actions
  • immediate workflow actions / Immediate workflow actions
  • time-dependent workflow actions / Time-dependent workflow actions
• workflow queue
  • monitoring / Monitoring the workflow queue
• workflow rules
  • about / Workflow rules and the approval processes
  • e-mail alerts, configuring for / Configuring e-mail alerts for workflow rules and approval processes
  • tasks, configuring for / Configuring tasks for workflow rules and approval processes
  • field updates, configuring for / Configuring field updates for workflow rules and approval processes
  • outbound message notifications, configuring for / Configuring outbound message notifications for workflow rules and approval processes
  • configuring / Configuring workflow rules
  • settings, configuring / Configuring rule settings and criteria
  • criteria, configuring / Configuring rule settings and criteria
  • activating / Activating the workflow rule
  • considerations / Workflow rule considerations
  • versus approval process / Approval process