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

Identity verification


The feature for setting identify confirmation, which allows further mechanisms to extend the standard use of e-mail confirmation, is as per the following sections

Enable the SMS method of identity verification

This option enables users to receive a one-time PIN which they receive via SMS. Once enabled, users must verify their mobile phone number before taking advantage of this feature.

Note

This option is enabled by default and can only be disabled by request to salesforce.com support.

Require security tokens for API logins from callouts (API version 31.0 and earlier)

In API version 31.0 and earlier, security tokens for API logins from callouts (such as Apex or AJAX proxy callouts) are required.

Note

In API version 32.0 and later, security tokens for API logins from Apex callouts, AJAX proxy callouts, and so on, are required by default

Allow location-based automated verifications with Salesforce Authenticator

This option allows you to disable the use of location-based automated...