Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

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Salesforce CRM - The Definitive Admin Handbook
Paul Goodey GP | Paul Goodey
Jan, 2015 | 480 pages
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Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
Credits
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Organization Administration
Organization Administration
The Salesforce setup menu
User login and authorization
Establishing your company profile within Salesforce
User interface and supported browsers
Search overview
Summary
2
User Management in Salesforce CRM
User Management in Salesforce CRM
An introduction to record ownership, profiles, and sharing
Managing users in Salesforce CRM
Viewing and editing user information
Freezing user accounts
Password management
Password policies
Forgot Password / Locked Account Assistance
API Only User Settings
Session management
Session timeout
Session settings
Login page caching and autocomplete
Identity confirmation
Clickjack protection
Cross-Site Request Forgery (CSRF) Protection
Session Security Levels
A how-to guide to help users grant login access to you
Summary
3
Configuration in Salesforce CRM
Configuration in Salesforce CRM
The relationship between a profile and the features that it controls
Objects
Fields
Object relationships
Apps
Tabs
Renaming labels for standard tabs, standard objects, and standard fields
Creating custom objects
Object Limits
Creating custom object relationships
Creating custom fields
Dependent picklists
Building relationship fields
Lookup relationship options
Master-detail relationship options
Lookup filters
Building formulas
Basic formula
Advanced formula
Building formulas – best practices
Building formula text and compiled character size limits
Custom field governance
Page layouts
Record types
Related lists
List views
Summary
4
Data Management
Data Management
The data access security model
Organization-Wide Defaults (OWDs) for sharing
Role hierarchy
Organization-Wide Defaults and sharing rules
Sharing rules
Data validation
An overview of data import and export utilities
Data Loader
Best practices for mass data updating
Weekly export
Field sets
Folders
Recycle Bin
Data storage utilization
Summary
5
Data Analytics with Reports and Dashboards
Data Analytics with Reports and Dashboards
Reports
Groupings
Custom summary formulas
Bucket fields
Changing the report format
Dashboards
Summary
6
Implementing Business Processes in Salesforce CRM
Implementing Business Processes in Salesforce CRM
Workflow rules and the approval processes
Configuring workflow rules
Approval process
Configuring approval processes
Visual Workflow
Summary
7
Salesforce CRM Functions
Salesforce CRM Functions
A functional overview of Salesforce CRM
Marketing administration
Salesforce automation
Service cloud
Salesforce Chatter
Summary
8
Extending Salesforce CRM
Extending Salesforce CRM
Enterprise mash-ups in web applications
Mash-ups in Salesforce CRM
Server-side mash-ups
Introduction to Visualforce
Summary
9
Best Practices for Enhancing Productivity
Best Practices for Enhancing Productivity
Salesforce AppExchange marketplace
Change management overview
User adoption
Summary
10
Mobile Administration
Mobile Administration
Accessing Salesforce Mobile products
Salesforce mobile products' overview
Summary
Index
Index

Changing the report format

Sometimes, it is necessary to change the report format for the existing reports. The effects of changing the report format are as follows:

Report format change

Effects of the change

Change Tabular to either Summary or Matrix

The Rows to Display filter is not applicable for Summary or Matrix reports, and is therefore removed.

Change Summary, Matrix, or Joined to Tabular reports

Groupings are not applicable for Tabular reports and are removed from the report. The fields used for grouping are removed and not converted to columns in the tabular report.

Change the Summary report to Matrix report

The first Summary grouping is used as the first Matrix row grouping.

The second summary grouping is used as the first column grouping.

The third summary grouping is used as the second row grouping.

Note that when using the report wizard, the third summary grouping is automatically removed.

Change Matrix report to Summary report

The Matrix first row grouping becomes...

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