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  • Book Overview & Buying Salesforce.com customization handbook
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Salesforce.com customization handbook

Salesforce.com customization handbook

By : Gupta, Pareek
4.3 (3)
Buy this Book
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Salesforce.com customization handbook

Salesforce.com customization handbook

4.3 (3)
By: Gupta, Pareek
Buy this Book

Overview of this book

If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.
Table of Contents (14 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. Getting Started with Salesforce
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1. Getting Started with Salesforce
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Overview of the Salesforce CRM
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Introducing Salesforce CRM
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The architecture of Salesforce.com
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Various products of Salesforce
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Salesforce.com – the most innovative company
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Improving collaboration in your organization
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Creating a Salesforce developer account
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First impression of the Salesforce developer account
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Benefits of using the Salesforce developer account
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Limitations of Salesforce Developer Edition
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Summary
2
2. User Management and Organization Administration
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2. User Management and Organization Administration
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Setting up company information
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Changing the corporate currency
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Fiscal year and its customization
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Business hours setup and its effect
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Holiday settings
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Language settings and its importance
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Profiles
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Permission sets
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Setting up the users
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Locking and unlocking users
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Freezing a user's account
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Benefits of the login history
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Groups and their uses
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Queues and their significance
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Personal setup
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Summary
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3. Making Your Salesforce Data Secure – Security Settings in Salesforce
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3. Making Your Salesforce Data Secure – Security Settings in Salesforce
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Concepts of OWD
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Field-Level Security and its effect on data visibility
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Setting up password policies
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Two-factor authentication in Salesforce
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Session setting and its effect on users
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Network access – securing your organization's data
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Authentication providers
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View Setup Audit Trail
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Expire all passwords
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Concepts of delegated administration
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Remote site settings
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HTML documents and attachments settings
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Testing document and attachment settings
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Portal Health Check
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Summary
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4. Domain Management, E-mail Administration, and Google Apps Settings
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4. Domain Management, E-mail Administration, and Google Apps Settings
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My Domain
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Customizing your Salesforce login page
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Various e-mail administration methods
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Google Apps settings
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Summary
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5. CRM Functions and Streamlining Business Requirements
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5. CRM Functions and Streamlining Business Requirements
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Type of relationships in Salesforce
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Sales Cloud overview
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Service Cloud overview
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Streamlining a business process
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Tracking the history
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Summary
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6. Automating a Business Process
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6. Automating a Business Process
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Improving the data quality – the validation rule
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The Formula field
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The Roll-up Summary field
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Letterhead
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An e-mail template
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Using workflow to automate your work
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Monitoring a time-based workflow
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Streamlining your approval process – approval processes
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Various ways to approve a request – approval settings
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Stay-in-Touch
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Summary
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7. Concepts of Data Management
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7. Concepts of Data Management
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Salesforce Record IDs
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Data management operations
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Tools for data management
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Truncating custom objects
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Sandbox
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Deleting all the data
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Data Export Service
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Get the storage usage details
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Mass transfer approval requests
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Mass transfer record
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Mass deleting records
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Mass reassign accounts and opportunity teams
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Tags
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Summary
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8. Reports and Dashboards in Salesforce
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8. Reports and Dashboards in Salesforce
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Understanding report types
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Different types of reports
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Dashboard components and their types
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Exporting a report
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Sharing reports and dashboards
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Hiding unused report types
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Exporting reports without footers
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Floating headers in summary and matrix reports
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Analytical snapshot
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Summary
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9. Chatter Configuration
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9. Chatter Configuration
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Basic overview of Salesforce Chatter
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Enabling Chatter invites
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Topics for objects
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Branding e-mail notifications
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Chatter groups
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The Chatter announcement feature
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Posting e-mail to Chatter groups
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Chatter e-mail settings
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Enabling feed tracking
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Posting a dashboard snapshot to Chatter
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Various features of Chatter
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Summary
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10. Mobile Administration
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10. Mobile Administration
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Overview of SalesforceA
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Overview of Salesforce#
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Overview of Salesforce1
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Summary
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11. Setting Up Deployment Processes
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11. Setting Up Deployment Processes
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Understanding Change Sets and their types
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The Force.com IDE
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Overview of packages
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Summary
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12. AppExchange – Extending Salesforce Functionality
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12. AppExchange – Extending Salesforce Functionality
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AppExchange – an overview
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Installing applications from AppExchange
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A few noteworthy applications
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Summary
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Index
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Index

Using workflow to automate your work

A variety of business processes are included in your organization for day-to-day work. You can automate your organization's business process using Salesforce's workflows. You can use workflows to assign tasks, update fields, send an e-mail alert, and send an outbound message. A workflow is a powerful feature provided by Salesforce to automate your business process. Let's start with an example. Whenever a participant with an age of more than 18 years registers for an event, Appiuss would want the participant to perform certain actions. The actions are as follows:

  1. Update the Twitter handle with Appiuss.

  2. Assign a task to the user Sara Bareilles and set the due date 15 days after the record creation date.

  3. Send an e-mail alert to VP marketing after two days of the record creation date.

  4. There are two types of actions possible with workflow:

    • Immediate workflow action: This will fire as soon as the workflow meets the entry criteria

    • Time-dependent workflow action...

CONTINUE READING
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