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

The Salesforce Setup menu


Depending upon your organization's user interface settings, you will access the Setup menu from either the drop-down menu under your name or as a top-level setup link, as shown in the following screenshot.

Looking at the top of the Salesforce page you should see the Setup link, as shown in the following screenshot:

If you do not see the Setup link at the top of the Salesforce page then click on your name and you will then see the setup option, as shown in the following screenshot:

This setting is controlled by the Enable Improved Setup User Interface setting, which is covered later in this chapter.

Note

As a system administrator, you will use the Setup menu so frequently that it is recommended that you enable Improved Setup User Interface.The Improved Setup User Interface setting is activated by default for all new instances. Existing Salesforce instance admins should be aware that this user interface setting determines how everyone in your organization accesses the Setup menu.

When describing any setup steps within this book, we will begin the navigation path from Setup. For example, to enable the Improved Setup User Interface, we will present the navigation path as Setup | Customize | User Interface | Enable Improved Setup User Interface.

The Setup menu appears on the left side of the page. Clicking the menu option text, (or the drop-down icon to the left of a menu option), expands the menu where you can then select the required menu item link; the following screenshot shows the Setup | Manage Users | Users setup page:

Clicking the down arrow icon to the left of the expanded menu option collapses the menu option. You can also expand or collapse all the menu options by clicking the Expand All or Collapse All links as shown in the following screenshot:

To quickly find a Setup menu item, type the first few characters of the setup name in the Quick Find search box. As you type, any options that match your search term appear in the Setup menu. For example, to find the User Interface page, start to type user interface in the Quick Find box as shown in the following screenshot:

We will now look at how user's login requests are verified and authorized by the Salesforce CRM application.