Index
A
- access levels, folders
- Viewer / Folder security
- Editor / Folder security
- Manager / Folder security
- account assignment rules, territory management
- applying / Account assignment rules
- account team
- analytic snapshots
- about / Analytic snapshots
- benefits / Analytic snapshots
- generating / Analytic snapshots
- URL / Analytic snapshots
- apex-based sharing
- about / Apex-based sharing
- Apex class
- about / Debugging steps
- applications, profile
- about / Applications
- approval process
- about / Approval process
- audit features
- about / Audit features
- audit log / Audit log
- e-mail log files / E-mail log files
- batch jobs / Batch jobs
- scheduled jobs / Scheduled jobs
- audit log
- about / Audit log
B
- bar charts
- about / Bar charts
- batch jobs
- about / Batch jobs
C
- case management
- about / The service cloud
- case team
- chatter answers
- about / Ideas and chatter answers
- URL / Ideas and chatter answers
- Chatter Free license / Activating a user
- Chatter Plus license / Activating a user
- clickjacking
- about / Session settings
- collaborative forecasting
- about / Collaborative forecasting
- components, dashboards
- bar charts / Bar charts
- line charts / Line charts
- pie charts / Pie charts
- donut charts / Donut charts
- funnel charts / Funnel charts
- scatter charts / Scatter charts
- metric charts / Metric charts
- conditional highlighting
- enabling / Procedure for conditional highlighting
- limitations / Procedure for conditional highlighting
- considerations / Procedure for conditional highlighting
- configuration, profile
- Profile Detail section / The Profile Detail, Console Settings, and Page Layouts sections
- Page Layouts section / The Profile Detail, Console Settings, and Page Layouts sections
- Console Settings section / The Profile Detail, Console Settings, and Page Layouts sections
- field-level security / Field-level security
- custom app settings / Custom app settings and connected app settings
- connected app settings / Custom app settings and connected app settings
- tab settings / Tab settings
- record type settings / Record type settings
- administrative permissions / Administrative permissions and general user permissions
- general user permissions / Administrative permissions and general user permissions
- object permissions / Object permissions
- Apex access / Apex and Visualforce access
- Visualforce access / Apex and Visualforce access
- configuration, territory management
- about / Basic configurations
- content management
- about / Content management
- create, read, update, and delete (CRUD) operations
- criteria-based sharing rule
- about / Criteria-based sharing rules
- Cross-Site Request Forgery (CSRF)
- about / Session settings
- Cross Filter
- about / Report builder components
- customer community
- about / Customer and partner community
- customizable forecasting
- about / Customizable forecasting
- URL, for documentation / Customizable forecasting
D
- dashboards
- about / Dashboards
- components / Dashboards
- data loader
- about / Data loader
- connecting, to SFDC system / Data loader
- Data Manipulation Language (DML)
- data modeling
- about / Data modeling
- lookup relationship / Data modeling, Lookup relationship
- master-detail relationship / Data modeling, Master-detail relationships
- many-to-many relationship / Data modeling, Many-to-many relationships (concept of a junction object)
- hierarchical relationship / Data modeling, Hierarchical relationships
- data visibility, tabular reports
- about / Data visibility in reports
- Date Field filter
- about / The Date Field filter
- debugging
- problem statement 1 / Debugging steps
- problem statement 2 / Debugging steps
- problem statement 3 / Problem statement 3
- problem statement 4 / Debugging steps
- problem statement 5 / Debugging steps
- problem statement 6 / Debugging steps
- problem statement 7 / Debugging steps
- problem statement 8 / Debugging steps
- problem statement 9 / Debugging steps
- problem statement 10 / Debugging steps
- problem statement 11 / Debugging steps
- problem statement 12 / Debugging steps
- delegated administration
- about / Delegated administration
- delegated administrator
- primary functions / Delegated administration
- donut charts
- about / Donut charts
E
- e-mail log files
- about / E-mail log files
- e-mail templates
- about / E-mail templates
- letterhead format / E-mail templates
- entitlement management
- about / Entitlement management
- features / Entitlement management
- entitlement management, options
- Entitlements Only / Entitlement management
- Service Contracts with Entitlements / Entitlement management
- Service Contracts with Contract Line Items and Entitlements / Entitlement management
- external IDs
- importance / Importance of VLOOKUP and external IDs
F
- featured license
- about / The Featured license
- Field Filter
- about / Report builder components
- fields, profile
- creating / Objects and fields
- filters, tabular reports
- Field Filter / Report builder components
- Cross Filter / Report builder components
- Row Limit / Report builder components
- Flexi tabs
- reference link / Tabs
- folders
- about / Folders
- access levels / Folder security
- user permission / Folder security
- folder security
- about / Folder security
- forecasting
- about / Forecasting
- customizable forecasting / Forecasting, Customizable forecasting
- collaborative forecasting / Forecasting, Collaborative forecasting
- URL, for guide book / Collaborative forecasting
- formulae
- about / Formulae
- funnel charts
- about / Funnel charts
H
- hierarchical relationship
- about / Hierarchical relationships
I
- ideas
- about / Ideas and chatter answers
- URL / Ideas and chatter answers
- ISNUMBER function / Validation rules
J
- joined reports
- about / Joined reports
K
- Key Performance Indicators (KPI)
- about / The service cloud
- knowledge management
- about / Knowledge management
- use case / Knowledge management
- article types / Knowledge management
- article data categories / Knowledge management
L
- license management
- about / License management
- user license / The User license
- featured license / The Featured license
- license type
- Salesforce / License management
- Salesforce Platform / License management
- Force.com App Subscription / License management
- reference link / License management
- line charts
- about / Line charts
- live agent
- about / Live agent
- lookup relationship
- about / Lookup relationship
M
- manual sharing
- many-to-many relationship
- master-detail relationship
- about / Master-detail relationships
- matrix reports
- about / Matrix reports
- metric charts
- about / Metric charts
- mobile applications
- Salesforce 1 / Mobile administration
- Salesforce For Dashboards / Mobile administration
- Salesforce Classic / Mobile administration
O
- objects, profile
- creating / Objects and fields
- opportunity team
- OWD
- about / Organization-wide sharing defaults
- conclusions / Organization-wide sharing defaults
- User Visibility Settings / User Visibility settings
- profile-level Modify All setting / Profile-level Modify All and View All settings for objects
- profile-level View All setting / Profile-level Modify All and View All settings for objects
- OWD settings
- Private / Organization-wide sharing defaults
- Public Read Only / Organization-wide sharing defaults
- Public Read/Write / Organization-wide sharing defaults
- Controlled By Parent / Organization-wide sharing defaults
- Public Read / Organization-wide sharing defaults
- Public Read/Write/Transfer / Organization-wide sharing defaults
- Full Access / Organization-wide sharing defaults
P
- page layouts
- about / Page layouts
- page layouts, profile
- about / Page layouts
- PARENTGROUPVAL
- about / PARENTGROUPVAL
- URL / PARENTGROUPVAL
- partner community
- about / Customer and partner community
- password policy
- about / Password policies
- settings, configuring / Password policies
- pie charts
- about / Pie charts
- PREVGROUPVAL
- about / PREVGROUPVAL
- problem statement 1
- debugging / Debugging steps
- problem statement 2
- debugging / Debugging steps
- problem statement 3
- debugging / Problem statement 3
- problem statement 4
- debugging / Problem statement 4
- problem statement 5
- debugging / Debugging steps
- problem statement 6
- debugging / Debugging steps
- problem statement 7
- debugging / Debugging steps
- problem statement 8
- debugging / Debugging steps
- problem statement 9
- debugging / Debugging steps
- problem statement 10
- debugging / Debugging steps
- problem statement 11
- debugging / Problem statement 11
- problem statement 12
- debugging / Debugging steps
- profile
- configuring / Configuring a profile
- Salesforce console / Salesforce console definition and its need
- profile-level Modify All setting
- profile-level View All setting
- profile management
- about / Profile management
- objects / Objects and fields
- fields / Objects and fields
- tabs / Tabs
- applications / Applications
- page layouts / Page layouts
R
- record ownership-based rule
- about / Record ownership-based rules
- record types
- about / Record types
- creating / Record types
- report builder
- about / The report builder
- reports
- matrix reports / The report builder, Matrix reports
- joined reports / The report builder, Joined reports
- summary reports / The report builder, Summary reports
- tabular reports / Tabular reports
- report types
- about / Report types
- Row Limit
- about / Report builder components
S
- sales cycle
- about / A sales cycle
- example / A sales cycle
- reference link / A sales cycle
- sales cycle, example
- lead management / A sales cycle
- accounts / A sales cycle
- contacts / A sales cycle
- opportunity management / A sales cycle
- products / A sales cycle
- price books / A sales cycle
- quote management / A sales cycle
- order management / A sales cycle
- Salesforce.com (SFDC) / The report builder
- Salesforce.com (SFDC) interface / Validation rules
- Salesforce A
- about / Salesforce A
- using / Salesforce A
- Salesforce console
- Salesforce Mobile
- about / Mobile administration
- URL, for configuration / Mobile administration
- Salesforce trust
- URL / Debugging steps
- sales module, Salesforce
- account management / The SFA maturity model
- contact management / The SFA maturity model
- lead management / The SFA maturity model
- opportunity management / The SFA maturity model
- quote management / The SFA maturity model
- order management / The SFA maturity model
- forecasting / The SFA maturity model
- customer support / The SFA maturity model
- reporting / The SFA maturity model
- ERP / The SFA maturity model
- scatter charts
- about / Scatter charts
- scheduled jobs
- about / Scheduled jobs
- service cloud
- about / The service cloud
- Service Level Agreement (SLA) / Entitlement management
- session management
- about / Session management
- session settings
- about / Session settings
- SFA maturity model
- about / The SFA maturity model
- SFDC system
- data loader, connecting to / Data loader
- sharing rules
- about / Sharing rules and manual sharing
- record ownership-based rule / Record ownership-based rules
- criteria-based sharing rule / Criteria-based sharing rules
- summary reports
- about / Summary reports
- PARENTGROUPVAL / PARENTGROUPVAL
- PREVGROUPVAL / PREVGROUPVAL
T
- tabs, profile
- about / Tabs
- tabular report
- filters / Report builder components
- tabular reports
- about / Tabular reports
- report builder components / Report builder components
- data visibility / Data visibility in reports
- Date Field filter / The Date Field filter
- territory management
- about / Territory management
- configuration / Basic configurations
- account assignment rules / Account assignment rules
- URL, for documentation / Account assignment rules
- time-dependent workflow / Workflows
- troubleshooting, common problems
- problem statement 1 / Problem statement 1
- problem statement 2 / Problem statement 2
- problem statement 3 / Problem statement 3
- problem statement 4 / Problem statement 4
- problem statement 5 / Problem statement 5
- problem statement 6 / Problem statement 6
- problem statement 7 / Problem statement 7
- problem statement 8 / Problem statement 8
- problem statement 9 / Problem statement 9
- problem statement 10 / Problem statement 10
- problem statement 11 / Problem statement 11
- problem statement 12 / Problem statement 12
U
- user license
- about / The User license
- user management
- about / User management
- user, activating / Activating a user
- user password, resetting / Resetting the user password
- user, freezing / Freezing a user
- users e-mail address, resetting / Resetting a user's e-mail address
- organization-wide password policy / Organization-wide password policy
- passwords, expiring / Expiring all passwords
- mobile administration / Mobile administration
- login history, viewing / Viewing the login history
- network access / Network access and profile-based login IP ranges
- profile-based login IP ranges / Network access and profile-based login IP ranges
- user permission, folders
- about / Folder security
- User Visibility Settings
- about / User Visibility settings
V
- V-lookup
- importance / Importance of VLOOKUP and external IDs
- validation rules
- about / Validation rules