Index
A
- Access to Send Email setting
- about / Access to Send Email
- No access option / Access to Send Email
- System email only option / Access to Send Email
- All email option / Access to Send Email
- account fields
- Account name / Accounts – standard fields
- Type / Accounts – standard fields
- Website / Accounts – standard fields
- Industry / Accounts – standard fields
- Annual revenue / Accounts – standard fields
- Billing Address / Accounts – standard fields
- Shipping address / Accounts – standard fields
- Employees / Accounts – standard fields
- account management
- about / Account management
- Business account (B2B) / Account management
- Person account (B2C) / Account management
- standard fields, account object / Accounts – standard fields
- account, creating / Creating a new account
- actions
- relating, with workflow / Relating all the actions with the workflow
- actions, with workflow
- immediate workflow action / Using workflow to automate your work
- time-dependent workflow action / Using workflow to automate your work
- Administrative and User Permissions report
- Align, Work.com / Various editions of Work.com
- analytical snapshot
- about / Analytical snapshot
- using / Analytical snapshot
- key points / A few noteworthy points about analytical snapshots
- AND function
- Apex Sharing Rule
- about / Types of Sharing Rules
- AppExchange
- about / AppExchange – an overview
- overview / AppExchange – an overview
- applications, installing from / Installing applications from AppExchange
- applications / A few noteworthy applications
- applications, uninstalling from Salesforce / Uninstalling applications from Salesforce
- applications
- installing, from AppExchange / Installing applications from AppExchange
- applications, AppExchange
- Form Assembly / A few noteworthy applications
- Drag, Drop, and Upload / A few noteworthy applications
- Former Positions / A few noteworthy applications
- Layout Page / A few noteworthy applications
- GoToMeeting Integration / A few noteworthy applications
- Dupe Catcher / A few noteworthy applications
- Jitterbit Cloud Data Loader for Salesforce / A few noteworthy applications
- Astrea Smart vCard / A few noteworthy applications
- approval process
- about / Streamlining your approval process – approval processes
- creating / Creating a new approval process
- final approval action / Final approval actions
- final rejection action / Final rejection actions
- recall action / Recall actions
- initial submission action / Initial submission actions
- approval steps / Approval steps, Approval step 1, Approval step 2
- process diagram, viewing of / Viewing the process diagram
- activating / Activating the approval process
- limitations / Limitations of the approval process
- settings / Various ways to approve a request – approval settings
- approval steps
- about / Approval steps, Approval step 1, Approval step 2
- action, adding / Adding an action to step 1, Adding an action to step 2
- architecture, Salesforce.com
- assignment rules
- about / Assignment rules
- defining / Assignment rules
- entries, defining / Defining assignment rule entries
- Astrea Smart vCard app / A few noteworthy applications
- authentication providers
- about / Authentication providers
- configuring, for single sign-on / Authentication providers
- configuring, in Salesforce.com / Authentication providers
- auto-response rules
- about / Auto-response rules
- creating / Auto-response rules
- entries, defining / Defining the auto-response rule entries
B
- BEGINS function
- big deal alert
- about / Big deal alert
- creating / Big deal alert
- Booth Registration object
- about / Creating a custom object
- fields, adding / Booth Registration
- bounce e-mail administration
- about / Bounce Administration
- setting up / Bounce Administration
- business-to-business (B2B) account
- about / Account management
- Business account (B2B)
- about / Account management
- business hours
- about / Business hours setup and its effect
- effects / Business hours setup and its effect
- setting up / Setting up the business hours and its effects
- associating, with holidays / Method 1 – associate business hours with holidays
- business process, streamlining
- custom object, creating / Creating a custom object
- tab, creating / Tab creation
- app, creating / App creation
- standard tabs and labels, renaming / Renaming standard tabs and labels
- field types / The significance of various field types in Salesforce
- object page layout, editing / Page layout
- record types, setting up / Setting up record types
C
- campaign fields
- Active / Campaigns – standard fields
- Actual Cost / Campaigns – standard fields
- Budget Cost / Campaigns – standard fields
- Campaign Name / Campaigns – standard fields
- Description / Campaigns – standard fields
- Expected Response (%) / Campaigns – standard fields
- Expected Revenue / Campaigns – standard fields
- Start Date / Campaigns – standard fields
- End Date / Campaigns – standard fields
- Num Sent / Campaigns – standard fields
- Type / Campaigns – standard fields
- Status / Campaigns – standard fields
- Total Responses / Campaigns – standard fields
- Converted Leads / Campaigns – standard fields
- Num Total Opportunity / Campaigns – standard fields
- Num Won Opportunity / Campaigns – standard fields
- Total Value Opportunity / Campaigns – standard fields
- Total Value Won Opportunity / Campaigns – standard fields
- campaign management
- about / Campaign management
- campaign setup, creating / Campaign management
- campaign access, setting up / Setting up the campaign access
- standard fields, campaign object / Campaigns – standard fields
- standard fields, campaign member's object / Campaign members – standard fields
- campaign, creating / Creating a new campaign
- values, adding in member status / Adding values in member status
- campaign members, adding / Adding campaign members
- campaign members, adding from lead or contact list view / Adding members from the lead or contact list view
- campaign members, adding from lead or contact detail pages / Adding members from the lead or contact detail pages
- campaign members fields
- Campaign / Campaign members – standard fields
- Contact / Campaign members – standard fields
- Lead / Campaign members – standard fields
- Status / Campaign members – standard fields
- Campaigns / Sales Cloud overview
- case management
- about / Case management
- case, creating manually / Creating a case manually
- Email-to-Case setting / Email-to-Case
- Web-to-Case / Web-to-Case
- Change Sets
- about / Understanding Change Sets and their types
- types / Understanding Change Sets and their types
- Outbound Change Sets / Outbound Change Sets
- Inbound Change Sets / Inbound Change Sets
- chart, dashboard components
- Chatter
- about / Salesforce Chatter, Basic overview of Salesforce Chatter
- URL / Salesforce Chatter
- editions / Salesforce Chatter
- overview / Basic overview of Salesforce Chatter
- enabling / Enabling Salesforce Chatter
- invites, enabling / Enabling Chatter invites
- topics, enabling for objects / Topics for objects
- topics, creating / Creating topics
- e-mail notifications, branding / Branding e-mail notifications
- feed tracking, enabling / Enabling feed tracking
- dashboard snapshot, posting / Posting a dashboard snapshot to Chatter
- features / Various features of Chatter
- status update / Status update
- comment, posting / Posting a comment
- link, adding / Adding a link
- users, following / Follow/unfollow users and records
- users, unfollowing / Follow/unfollow users
- records, unfollowing / Follow/unfollow records
- records, following / Follow/unfollow records
- files, managing / Managing files
- file, uploading / Uploading a file
- file, deleting / Deleting a file
- file, following / Following a file
- Chatter announcement
- about / The Chatter announcement feature
- enabling / The Chatter announcement feature
- Chatter e-mail settings
- configuring / Chatter e-mail settings
- Chatter group
- about / Chatter groups
- public / Chatter groups
- private / Chatter groups
- creating / Creating Chatter groups
- joining / Joining a group
- archiving / Archiving a Chatter group
- Post by Email, enabling / Posting e-mail to Chatter groups
- Chatter Plus
- about / Salesforce Chatter
- reference link, for license type / Salesforce Chatter
- Chatter poll
- about / Chatter poll
- creating / Chatter poll
- Chatter publisher action
- about / The Chatter publisher action
- enabling / Enabling a publisher action
- object-specific actions, creating / Creating object-specific actions
- global actions, creating / Creating global actions
- global action, adding to page layout / Adding a global action to the page layout
- client-server architecture, Salesforce CRM
- about / Client-server architecture
- advantages / Pros and cons of the client-server architecture
- disadvantages / Pros and cons of the client-server architecture
- cloud computing / Pros and cons of the client-server architecture
- cloud computing
- about / Pros and cons of the client-server architecture
- advantages / Advantages of cloud computing
- collaborator
- about / Managing files
- company information setup
- about / Setting up company information
- company information, updating / Updating the company's information
- locale setting / Locale setting
- newsletter and login notification settings / Salesforce.com newsletter and login notification settings
- corporate currency / Corporate currency
- additional features / Additional features
- licenses, viewing / Viewing the licenses
- multiple currencies, enabling / Multiple currencies, Enabling multiple currencies
- single currency, enabling / Enabling a single currency
- company logo
- uploading, in document folder / Uploading a file into the document folder
- Compliance BCC Email
- about / Compliance BCC Email
- configuring / Compliance BCC Email
- Computer Telephony Integration (CTI)
- about / Service Cloud
- contact management
- about / Contact management
- contact, creating / Contact management
- Contact Manager Edition, Sales Cloud
- about / Various editions of Sales Cloud
- CONTAINS function / Improving the data quality – the validation rule
- corporate currency
- changing / Changing the corporate currency
- COUNT / The significance of various field types in Salesforce
- COUNT function / The Roll-up Summary field
- Cross-site Request Forgery (CSRF) / Session setting and its effect on users
- CSV file
- creating / Creating a CSV file
- custom fiscal year
- about / Custom fiscal year
- setting up / Custom fiscal year
- defining / Defining a new custom fiscal year
- Customize Application permission / User license type
- custom object
- creating / Creating a custom object
- custom objects
- truncating / Truncating custom objects
- truncate, enabling / Enabling truncate for custom objects
- truncate, performing / Performing truncate for custom objects
- Custom Object tabs
- about / Tab creation
- custom profile
- custom report types
- about / Custom report types
- creating / Creating a custom report type
- custom S-control, dashboard components
D
- dashboard
- about / Dashboard components and their types
- creating / Creating a dashboard
- deleting / Deleting a dashboard
- key points / A few noteworthy points about dashboards
- scheduling / Scheduling a dashboard
- dashboard components
- about / Dashboard components and their types
- chart / Dashboard components and their types
- gauge / Dashboard components and their types
- metric / Dashboard components and their types
- table / Dashboard components and their types
- Visualforce page / Dashboard components and their types
- custom S-control / Dashboard components and their types
- dashboard snapshot
- posting, to Chatter / Posting a dashboard snapshot to Chatter
- data
- importing, through Import Wizard / Import records into Salesforce through Import Wizard
- importing, through Data Import Wizard / Importing records into Salesforce through Data Import Wizard
- exporting, data loader used / Exporting data using data loader
- deleting / Deleting all the data
- Data.com
- about / Data.com
- editions / Various editions of Data.com
- Data.com Clean
- about / Various editions of Data.com
- URL / Various editions of Data.com
- Data.com Prospector
- about / Various editions of Data.com
- Data Export Service
- about / Data Export Service
- using / Data Export Service
- Data Import Wizard
- about / Data Import Wizard
- records, importing / Importing records into Salesforce through Data Import Wizard
- bulk data load jobs, monitoring / Monitoring bulk data load jobs
- URL / Monitoring bulk data load jobs
- data loader
- about / Data loader
- installing / Installing data loader
- URL / Installing data loader
- configuring / Configuring data loader
- used, for exporting data / Exporting data using data loader
- versus, Import Wizard / Differences between data loader and Import Wizard
- data management
- tools / Tools for data management
- data management operations
- about / Data management operations
- insert / Data management operations
- update / Data management operations
- export / Data management operations
- upsert / Data management operations
- delete / Data management operations
- data quality
- improving / Improving the data quality – the validation rule
- data storage
- about / Data storage
- data type fields
- autonumber / The significance of various field types in Salesforce
- formula / The significance of various field types in Salesforce
- rollup summary / The significance of various field types in Salesforce
- lookup relationship / The significance of various field types in Salesforce
- master-detail relationship / The significance of various field types in Salesforce
- checkbox / The significance of various field types in Salesforce
- currency / The significance of various field types in Salesforce
- date / The significance of various field types in Salesforce
- date/time / The significance of various field types in Salesforce
- e-mail / The significance of various field types in Salesforce
- geolocation / The significance of various field types in Salesforce
- number / The significance of various field types in Salesforce
- phone / The significance of various field types in Salesforce
- percent / The significance of various field types in Salesforce
- picklist / The significance of various field types in Salesforce
- picklist (multi-select) / The significance of various field types in Salesforce
- text / The significance of various field types in Salesforce
- text area / The significance of various field types in Salesforce
- text area (long) / The significance of various field types in Salesforce
- text area (rich) / The significance of various field types in Salesforce
- text (encrypted) / The significance of various field types in Salesforce
- URL / The significance of various field types in Salesforce
- DATE function
- delegated administration
- about / Concepts of delegated administration
- user administration / Concepts of delegated administration
- assignable profiles / Concepts of delegated administration
- custom object administration / Concepts of delegated administration
- setting up / Setting up a delegated administration
- delete operation / Data management operations
- deliverability settings, e-mail administration
- configuring / Deliverability
- Access to Send Email setting / Access to Send Email
- bounce e-mail administration, setting up / Bounce Administration
- Email Security Compliance, enabling / Email Security Compliance
- mass e-mails / Mass Email
- deployment processes
- Change Sets / Understanding Change Sets and their types
- Force.com IDE / The Force.com IDE
- packages / Overview of packages
- Desk.com
- about / Desk.com
- reference link, for pricing / Desk.com
- editions / Various editions of Desk.com
- Developer Pro Sandbox
- about / Types of Sandboxes
- Developer Sandbox
- about / Types of Sandboxes
- document folder
- company logo, uploading in / Uploading a file into the document folder
- Drag, Drop, and Upload app / A few noteworthy applications
- Dupe Catcher app / A few noteworthy applications
E
- e-mail administration
- ways / Various e-mail administration methods
- deliverability / Deliverability
- Organization-Wide Email Addresses, configuring / Organization-Wide Email Addresses
- Compliance BCC Email, enabling / Compliance BCC Email
- Compliance BCC Email, configuring / Compliance BCC Email
- test deliverability / Test Deliverability
- Email to Salesforce, enabling / Email to Salesforce
- attachments sent as links, deleting / Deleting attachments sent as links
- e-mail footers / Email Footers
- e-mail footers, defining / Email Footers
- e-mail alert
- creating / Creating an e-mail alert
- e-mail footers
- about / Email Footers
- defining / Email Footers
- e-mail template
- about / An e-mail template
- features / An e-mail template
- creating / Creating an e-mail template
- file, attaching with / Attaching a file with an e-mail template
- folder management / E-mail template's folder management
- folder, creating for / Creating an e-mail template folder
- e-mail template, types
- about / Types of e-mail templates
- text / Types of e-mail templates
- HTML with letterhead / Types of e-mail templates
- custom HTML / Types of e-mail templates
- Visualforce / Types of e-mail templates
- e-mail template folder
- creating / Creating an e-mail template folder
- deleting / Deleting an e-mail template folder
- Edit HTML Templates permission / Types of e-mail templates
- editions, Chatter
- Chatter / Salesforce Chatter
- Chatter Plus / Salesforce Chatter
- editions, Data.com
- Data.com Clean / Various editions of Data.com
- Data.com Prospector / Various editions of Data.com
- editions, Desk.com
- Starter Plan / Various editions of Desk.com
- Plus Plan / Various editions of Desk.com
- editions, Sales Cloud
- Contact Manager Edition / Various editions of Sales Cloud
- Group Edition / Various editions of Sales Cloud
- Professional Edition / Various editions of Sales Cloud
- Enterprise Edition / Various editions of Sales Cloud
- Performance Edition / Various editions of Sales Cloud
- editions, Salesforce1
- One Enterprise App / Various editions of Salesforce1
- Multi-App Bundles / Various editions of Salesforce1
- editions, Service Cloud
- Professional Edition / Various editions of Service Cloud
- Enterprise Edition / Various editions of Service Cloud
- Performance Edition / Various editions of Service Cloud
- editions, Work.com
- Motivate / Various editions of Work.com
- Align / Various editions of Work.com
- Perform / Various editions of Work.com
- Email-to-Case
- about / Email-to-Case
- enabling / Email-to-Case setting
- routing addresses, setting up / Setting up routing addresses
- Email Security Compliance
- enabling / Email Security Compliance
- Email to Salesforce
- enabling / Email to Salesforce
- configuring / Setting up the Email to Salesforce URL
- Email to Salesforce URL
- setting up / Setting up the Email to Salesforce URL
- end user languages
- about / End user languages
- enabling / Enabling an end user language
- Enterprise Edition, Sales Cloud
- about / Various editions of Sales Cloud
- Enterprise Edition, Service Cloud
- Event Management app
- developing / Creating a custom object
- Event object
- fields, adding / Event
- Event Registration object
- about / Creating a custom object
- fields, adding / Event Registration
- ExactTarget Marketing Cloud
- about / ExactTarget Marketing Cloud
- editions / Various editions of ExactTarget Marketing Cloud
- Export Now service / Data Export Service
- export operation / Data management operations
F
- feature license type
- about / Viewing the licenses
- feed tracking, Chatter
- enabling / Enabling feed tracking
- field-history-tracking option
- enabling / Tracking the history
- Field-Level Security
- about / Field-Level Security and its effect on data visibility
- setting, from object-field / From an object-field
- setting, from profile / From a profile
- field accessibility, using / Field accessibility
- fields
- adding, to objects / Adding fields to objects
- adding, to Event object / Event
- adding, to Event Registration object / Event Registration
- adding, to Sponsor object / Sponsor
- adding, to Booth Registration object / Booth Registration
- field update
- creating / Field update
- file
- attaching, with e-mail template / Attaching a file with an e-mail template
- files
- managing / Managing files
- uploading / Uploading a file
- deleting / Deleting a file
- following / Following a file
- file storage
- about / File storage
- final approval action
- about / Final approval actions
- final rejection action
- about / Final rejection actions
- fiscal year
- about / Fiscal year and its customization
- standard fiscal year / Standard fiscal year
- custom fiscal year / Custom fiscal year
- floating report headers
- about / Floating headers in summary and matrix reports
- in summary / Floating headers in summary and matrix reports
- in matrix reports / Floating headers in summary and matrix reports
- enabling / Enabling floating report headers
- using / Using the floating header in reports
- FLOOR function / The Formula field
- folder
- creating, for e-mail template / Creating an e-mail template folder
- folder sharing
- about / Folder sharing
- enabling, for reports and dashboards / Enabling enhanced sharing for reports and dashboards
- report and dashboard folder, creating / Creating new reports and dashboard folders
- report and dashboard folder, sharing / Sharing reports and a dashboard folder
- Force.com IDE
- about / The Force.com IDE
- installing / Installing the Force.com IDE
- requisites / Installing the Force.com IDE
- URL / Installing the Force.com IDE
- Form Assembly app / A few noteworthy applications
- Former Positions app / A few noteworthy applications
- formula fields
- about / The Formula field
- example / The Formula field
- Full Copy Sandbox
- about / Types of Sandboxes
- fully supported languages
- about / Fully supported languages
- functions, validation rule
- DATE / Improving the data quality – the validation rule
- ISBLANK / Improving the data quality – the validation rule
- PRIORVALUE / Improving the data quality – the validation rule
- ISPICKVAL / Improving the data quality – the validation rule
- VALUE / Improving the data quality – the validation rule
- VLOOKUP / Improving the data quality – the validation rule
- AND / Improving the data quality – the validation rule
- BEGINS / Improving the data quality – the validation rule
- CONTAINS / Improving the data quality – the validation rule
- ISNEW / Improving the data quality – the validation rule
- ISCHANGED / Improving the data quality – the validation rule
- LEFT / Improving the data quality – the validation rule
- LEN / Improving the data quality – the validation rule
- LOWER / Improving the data quality – the validation rule
- OR / Improving the data quality – the validation rule
- RIGHT / Improving the data quality – the validation rule
- TEXT / Improving the data quality – the validation rule
- TODAY / Improving the data quality – the validation rule
- UPPER / Improving the data quality – the validation rule
G
- gauge, dashboard components
- Google's Authenticator app
- Google Apps
- about / Google Apps settings
- Google Apps settings
- configuring / Google Apps settings
- Google Apps Account, creating / Creating a Google Apps Account
- domain settings, configuring / Configuring Google Apps domain settings
- Google Apps Services, activating / Activating Google Apps Services
- Google Docs, adding to Salesforce / Adding Google Docs to Salesforce
- reference link / Adding Google Docs to Salesforce
- GoToMeeting Integration app / A few noteworthy applications
- Group Edition, Sales Cloud
- about / Various editions of Sales Cloud
- groups
- about / Groups and their uses
- types / Groups and their uses
- public group / Groups and their uses
- private group / Groups and their uses
- public group, creating / Creating a public group
- personal group, creating / Creating a personal group
- usage / Creating a personal group
H
- hierarchal relationship
- about / Hierarchal relationship
- holidays
- associating, with business hours / Associating holidays with business hours, Method 2 – associate holidays with business hours
- holiday settings
- about / Holiday settings
- setting up / Setting up the holiday settings
- HTML documents and attachments setting
- about / HTML documents and attachments settings
- HTML upload, prohibiting / HTML documents and attachments settings
I
- immediate workflow action
- Import Wizard
- about / Import Wizard
- CSV file, creating / Creating a CSV file
- records, importing / Import records into Salesforce through Import Wizard
- versus, data loader / Differences between data loader and Import Wizard
- Inbound Change Sets
- about / Inbound Change Sets
- receiving / Inbound Change Sets
- initial submission actions
- about / Initial submission actions
- insert operation / Data management operations
- ISBLANK function
- ISCHANGED function / Improving the data quality – the validation rule
- ISNEW function / Improving the data quality – the validation rule
- ISPICKVAL function
J
- Jitterbit Cloud Data Loader for Salesforce app / A few noteworthy applications
- joined report
- about / A joined report
- Jump Start Wizard
K
- key points, reports / A few noteworthy points about reports
L
- language settings
- about / Language settings and its importance
- personal settings, changing / Personal settings
- organization default language settings / Organization's default language settings
- Layout Page app / A few noteworthy applications
- lead
- about / Lead management
- lead fields
- Lead Owner / Leads – standard fields
- Last Name / Leads – standard fields
- Company Name / Leads – standard fields
- Lead Status / Leads – standard fields
- Source / Leads – standard fields
- lead management
- about / Lead management
- standard fields, lead object / Leads – standard fields
- lead business process / Lead business process
- lead settings, editing / Lead settings
- leads, creating / Creating new leads
- leads, creating through user interface / Creating a new lead through the user interface
- leads, creating through Web-to-lead / Creating a new lead through Web-to-Lead
- Web-to-Lead settings, enabling / Web-to-Lead settings
- Web-to-Lead settings, disabling / Web-to-Lead settings
- Web-to-Lead HTML code, generating / Generating a Web-to-Lead HTML code
- auto-response rules / Auto-response rules
- auto-response rules, creating / Auto-response rules
- auto-response rule entries, defining / Defining the auto-response rule entries
- assignment rules, defining / Assignment rules
- assignment rule entries, defining / Defining assignment rule entries
- records, accepting from lead queue / Accepting records from the lead queue
- lead conversion / Lead conversion
- lead scoring / Lead scoring
- map lead fields, using / Lead conversion – mapping lead fields
- lead, converting / Converting the leads
- LEFT function / Improving the data quality – the validation rule
- LEN function / Improving the data quality – the validation rule
- letterhead
- about / Letterhead
- creating / Creating a letterhead
- license information
- status / Viewing the licenses
- total licenses / Viewing the licenses
- used licenses / Viewing the licenses
- remaining licenses / Viewing the licenses
- licenses
- URL / User license type
- licenses, company information setup
- viewing / Viewing the licenses
- user license type / Viewing the licenses
- permission set license type / Viewing the licenses
- feature license type / Viewing the licenses
- login history
- benefits / Benefits of the login history
- login notification settings
- Hide Notices About System Downtime option / Salesforce.com newsletter and login notification settings
- Hide Notices About System Maintenance option / Salesforce.com newsletter and login notification settings
- lookup relationship
- about / Lookup relationships
- versus master-detail relationship / The difference between master-detail and lookup relationships
- LOWER function / Improving the data quality – the validation rule
M
- managed packages
- about / Overview of packages
- Manual Sharing Rule
- about / Types of Sharing Rules
- many-to-many relationship
- about / Many-to-many relationship
- mass delete records
- about / Mass deleting records
- URL / Mass deleting records
- mass e-mails
- about / Mass Email
- mass reassign accounts and opportunity teams
- mass transfer approval request
- about / Mass transfer approval requests
- mass transfer record
- about / Mass transfer record
- URL / Mass transfer record
- master-detail relationship
- about / A master-detail relationship
- versus, lookup relationship / The difference between master-detail and lookup relationships
- matrix report
- about / A matrix report
- MAX / The significance of various field types in Salesforce
- MAX function / The Roll-up Summary field
- methods, for sharing reports
- about / Sharing reports and dashboards
- folder sharing / Folder sharing
- report, scheduling / Scheduling a report
- dashboards, scheduling / Scheduling a dashboard
- metric, dashboard components
- MIN / The significance of various field types in Salesforce
- MIN function / The Roll-up Summary field
- Mobile Browser App Settings, Salesforce1 mobile application
- about / Mobile Browser App Settings
- Motivate, Work.com / Various editions of Work.com
- Multi-App Bundles, Salesforce1 / Various editions of Salesforce1
- Multi-currency
- about / Multiple currencies
- multi-currency
- effects / Effects of enabling multi-currency
- multiple currencies
- about / Multiple currencies
- enabling / Multiple currencies, Enabling multiple currencies
- currency, adding / Adding a new currency
- My Domain
- about / My Domain
- examples / My Domain
- setting up / Setting up My Domain
- deploying / Deploying My Domain
- settings, changing / My Domain Settings
N
- network access
- about / Network access – securing your organization's data
- restricting / Network access – securing your organization's data
- activated IP, removing / Removing activated IP activations
- login access policies, setting up / Setting up login access policies
- single sign-on settings / Single sign-on settings
O
- Object Access and Field-Level Security report
- objects
- fields, adding / Adding fields to objects
- relationships, adding / Adding relationships to objects
- page layout, editing / Page layout
- One Enterprise App, Salesforce1 / Various editions of Salesforce1
- Opportunities / Sales Cloud overview
- opportunity fields
- Account Name / Opportunity – standard fields
- Amount / Opportunity – standard fields
- Close Date / Opportunity – standard fields
- Stage / Opportunity – standard fields
- Probability (%) / Opportunity – standard fields
- Opportunity name / Opportunity – standard fields
- opportunity management
- about / Opportunity management
- standard fields / Opportunity – standard fields
- opportunity, creating / Creating a new opportunity
- big deal alert, creating / Big deal alert
- order fields
- Account Name / Orders – standard fields
- Order Start Date / Orders – standard fields
- Contract Number / Orders – standard fields
- Status / Orders – standard fields
- Billing Address / Orders – standard fields
- Shipping Address / Orders – standard fields
- order management
- about / Order management
- orders, enabling / Enabling orders
- standard fields / Orders – standard fields
- order, creating / Creating a new order
- order, activating / Activating an order
- OR function / Improving the data quality – the validation rule
- Organization-Wide Email Addresses
- about / Organization-Wide Email Addresses
- configuring / Organization-Wide Email Addresses
- organization default language settings
- about / Organization's default language settings
- fully supported languages / Fully supported languages
- end user languages / End user languages
- end user language, enabling / Enabling an end user language
- platform-only languages / Platform-only languages
- platform-only languages, enabling / Enabling the platform-only languages
- Outbound Change Sets
- about / Outbound Change Sets
- creating / Outbound Change Sets
- editing / Outbound Change Sets
- uploading / Outbound Change Sets
- outbound messages
- creating / Outbound messages
- OWD
- about / Significance of the role hierarchy, Concepts of OWD
- concepts / Concepts of OWD
- setting up / Setting up OWD
- settings, for standard objects / Basic OWD settings for objects
- Sharing Rule / Sharing Rule
- Sharing Rule, types / Types of Sharing Rules
- OWD access
- private / Setting up OWD
- public read only / Setting up OWD
- public read/write / Setting up OWD
- public read/write/transfer / Setting up OWD
- controlled by parent / Setting up OWD
- public full access / Setting up OWD
P
- packages
- about / Overview of packages
- types / Overview of packages
- unmanaged packages / Overview of packages
- managed packages / Overview of packages
- Partial Data Sandbox
- about / Types of Sandboxes
- password policies
- setting up / Setting up password policies
- passwords
- expiring / Expire all passwords
- Perform, Work.com / Various editions of Work.com
- Performance Edition, Sales Cloud
- about / Various editions of Sales Cloud
- Performance Edition, Service Cloud
- permission set license type
- about / Viewing the licenses
- permission sets
- about / Permission sets
- settings / Settings available under permission sets
- creating / Creating permission sets
- deleting / Deleting permission sets
- cloning / Cloning permission sets
- Person account (B2C)
- about / Account management
- personal group
- creating / Creating a personal group
- personal setup
- about / Personal setup
- personal information, editing / Editing personal information
- password, changing / Changing the password
- security token, resetting / Resetting the security token
- language and time zone settings, changing / Language and time zone setup
- login access, granting / Grant account login access
- connections, checking / Checking connections
- approver settings, configuring / Approver settings
- platform-only languages
- about / Platform-only languages
- enabling / Enabling the platform-only languages
- Plus Plan, Desk.com
- about / Various editions of Desk.com
- Portal Health Check
- about / Portal Health Check
- Portal Health Check Reports
- about / Portal Health Check Reports
- Administrative and User Permissions report / Administrative and User Permissions
- Object Access and Field-Level Security report / Object Access and Field-Level Security
- Sharing Organization Wide Defaults report / Sharing Organization-Wide Defaults
- Sharing Rules report / Sharing Rules
- Post by Email, Chatter
- enabling / Posting e-mail to Chatter groups
- PRIORVALUE function
- private group, Chatter
- about / Chatter groups
- process diagram
- viewing, of approval process / Viewing the process diagram
- Professional Edition, Sales Cloud
- about / Various editions of Sales Cloud
- Professional Edition, Service Cloud
- profiles
- significance / The significance of roles and profiles
- about / Profiles
- types / Types of profiles in Salesforce
- standard profiles / Types of profiles in Salesforce
- custom profiles / Types of profiles in Salesforce
- public group
- creating / Creating a public group
- public group, Chatter
- about / Chatter groups
Q
- queues
- about / Queues and their significance
- significance / Queues and their significance
- creating / Creating a queue
R
- recall action
- about / Recall actions
- Record ID
- creating / Salesforce Record IDs
- about / Salesforce Record IDs
- obtaining from / Salesforce Record IDs
- 15-digit case-sensitive form / Salesforce Record IDs
- 18-digit case-insensitive form / Salesforce Record IDs
- record types
- setting up / Setting up record types
- relationships
- about / Type of relationships in Salesforce
- types / Type of relationships in Salesforce
- master-detail relationship / A master-detail relationship
- lookup relationship / Lookup relationships
- many-to-many relationship / Many-to-many relationship
- self-relationship / Self-relationship
- hierarchal relationship / Hierarchal relationship
- adding, to objects / Adding relationships to objects
- remote site settings
- about / Remote site settings
- website, registering / Remote site settings
- report
- exporting / Exporting a report
- exporting, in background / Exporting reports in the background
- exporting, in printable view / Exporting reports in a printable view
- scheduling / Scheduling a report
- exporting, without footers / Exporting reports without footers
- report and dashboard schedule
- report types
- about / Understanding report types
- Return of Investment (ROI) / Salesforce Chatter
- RIGHT function / Improving the data quality – the validation rule
- role hierarchy
- significance / Significance of the role hierarchy
- VP Marketing / Significance of the role hierarchy
- VP Sales / Significance of the role hierarchy
- CEO / Significance of the role hierarchy
- Sales Reps / Significance of the role hierarchy
- Marketing Agents / Significance of the role hierarchy
- creating, for organization / Creating the role hierarchy for your organization
- Roll-up Summary field
- about / The Roll-up Summary field
- SUM function / The Roll-up Summary field
- COUNT function / The Roll-up Summary field
- MIN function / The Roll-up Summary field
- MAX function / The Roll-up Summary field
S
- sales' life cycle
- about / Sales Cloud overview
- campaign management / Campaign management
- lead management / Lead management
- account management / Account management
- contact management / Contact management
- opportunity management / Opportunity management
- order management / Order management
- Sales Cloud
- about / Sales Cloud, Sales Cloud overview
- editions / Various editions of Sales Cloud
- overview / Sales Cloud overview
- benefits / Sales Cloud overview
- sales cycle / Sales Cloud overview
- Salesforce
- products / Various products of Salesforce
- Sales Cloud / Sales Cloud
- Service Cloud / Service Cloud
- Chatter / Salesforce Chatter
- Data.com / Data.com
- Work.com / Work.com
- Desk.com / Desk.com
- ExactTarget Marketing Cloud / ExactTarget Marketing Cloud
- 1 / Salesforce1
- company information setup / Setting up company information
- two-factor authentication / Two-factor authentication in Salesforce
- relationships / Type of relationships in Salesforce
- URL, for formula list / Improving the data quality – the validation rule
- Record ID / Salesforce Record IDs
- data, deleting / Deleting all the data
- storage / Get the storage usage details
- mass transfer approval request / Mass transfer approval requests
- mass transfer record / Mass transfer record
- mass delete records / Mass deleting records
- mass reassign accounts and opportunity teams / Mass reassign accounts and opportunity teams
- Salesforce#
- about / Overview of Salesforce#
- overview / Overview of Salesforce#
- Salesforce# mobile application
- installing / Installing the Salesforce# mobile application
- downloading, from iTunes / Installing the Salesforce# mobile application
- downloading, from Play Store / Installing the Salesforce# mobile application
- Salesforce.com
- about / Introducing Salesforce CRM, Salesforce.com – the most innovative company
- architecture / The architecture of Salesforce.com
- license types / Various editions of Sales Cloud
- key problems / Key problems with ancient sales processes
- key points, for standardized sales performance processes / Key points for standardized sales performance processes
- business processes, streamlining / Using Salesforce to streamline your business
- collaboration, improving in organization / Improving collaboration in your organization
- logging into / Logging in to Salesforce.com
- Salesforce1
- about / Salesforce1, Overview of Salesforce1
- editions / Various editions of Salesforce1
- URL / Various editions of Salesforce1
- reference link, for license types / Various editions of Salesforce1
- overview / Overview of Salesforce1
- Salesforce1 mobile app
- Salesforce1 mobile application
- installing / Installing the Salesforce1 mobile application
- downloading, from Play Store / Installing the Salesforce1 mobile application
- downloading, from iTunes / Installing the Salesforce1 mobile application
- Salesforce1mobile application
- downloading, from iTunes / Installing the SalesforceA mobile application
- downloading, from Play Store / Installing the SalesforceA mobile application
- configuring / Configuring the Salesforce1mobile application
- Mobile Browser App Settings / Mobile Browser App Settings
- logging in / Logging in to the Salesforce1 mobile application
- branding / Branding the Salesforce1 application
- SalesforceA
- about / Overview of SalesforceA
- overview / Overview of SalesforceA
- SalesforceA mobile app
- installing / Installing the SalesforceA mobile application
- logging in / Logging in to the SalesforceA mobile application
- Salesforce CRM
- overview / Overview of the Salesforce CRM
- client-server architecture / Client-server architecture
- about / Introducing Salesforce CRM
- Salesforce developer account
- creating / Creating a Salesforce developer account
- URL / Creating a Salesforce developer account
- about / First impression of the Salesforce developer account
- benefits / Benefits of using the Salesforce developer account
- limitations / Limitations of Salesforce Developer Edition
- reference link, for commercial purposes / Limitations of Salesforce Developer Edition
- Salesforce Enterprise Edition (EE) / Setting up company information
- Salesforce login page
- customizing / Customizing your Salesforce login page
- Sandbox
- about / Sandbox
- types / Types of Sandboxes
- Developer Sandbox / Types of Sandboxes
- Developer Pro Sandbox / Types of Sandboxes
- Partial Data Sandbox / Types of Sandboxes
- Full Copy Sandbox / Types of Sandboxes
- creating / Creating a Sandbox
- refreshing / Refreshing the Sandbox
- Sandbox templates
- defining / Defining the Sandbox templates
- Schedule Export service / Data Export Service
- self-relationship
- about / Self-relationship
- Service Cloud
- about / Service Cloud, Service Cloud overview
- URL / Service Cloud
- editions / Various editions of Service Cloud
- license types / Various editions of Service Cloud
- overview / Service Cloud overview
- case management / Case management
- session setting
- about / Session setting and its effect on users
- configuring / Session setting and its effect on users
- settings, permission sets
- Assigned apps / Settings available under permission sets
- Object settings / Settings available under permission sets
- App permissions / Settings available under permission sets
- Apex class and Visualforce page access / Settings available under permission sets
- System permissions / Settings available under permission sets
- Service providers / Settings available under permission sets
- settings, profiles
- Console Settings / Settings available under profile
- Page Layout / Settings available under profile
- Field-Level Security / Settings available under profile
- Custom App Settings / Settings available under profile
- Connected App Access / Settings available under profile
- Tab Settings / Settings available under profile
- Record Type Settings / Settings available under profile
- Administrative and General User Permissions / Settings available under profile
- Standard and Custom Object Permissions / Settings available under profile
- Desktop Integration Clients / Settings available under profile
- Login Hours / Settings available under profile
- Login IP Ranges / Settings available under profile
- Enabled Apex Class and Visualforce Pages Access / Settings available under profile
- settings, Stay-in-Touch
- Automatic Bcc / Stay-in-Touch settings
- reminder for New Contacts / Stay-in-Touch settings
- default Stay-in-Touch Subject / Stay-in-Touch settings
- default Stay-in-Touch Note / Stay-in-Touch settings
- default Stay-in-Touch Signature / Stay-in-Touch settings
- Setup Audit Trail
- about / View Setup Audit Trail
- accessing / View Setup Audit Trail
- key concepts / Audit Trail key concepts
- administration / Audit Trail key concepts
- customization / Audit Trail key concepts
- security and sharing / Audit Trail key concepts
- data management / Audit Trail key concepts
- development / Audit Trail key concepts
- various setups / Audit Trail key concepts
- application, using / Audit Trail key concepts
- Sharing Organization Wide Defaults report
- Sharing Rule
- about / Sharing Rule
- using / Sharing Rule
- example / Sharing Rule
- types / Types of Sharing Rules
- Manual Sharing / Types of Sharing Rules
- Apex Sharing / Types of Sharing Rules
- Sharing Rules report
- about / Sharing Rules
- single currency
- enabling / Enabling a single currency
- small and medium enterprise (SME)
- about / Various editions of Sales Cloud
- Software as a Service (SaaS) / Introducing Salesforce CRM
- Sponsor object
- about / Creating a custom object
- fields, adding / Sponsor
- standard fiscal year
- about / Standard fiscal year
- setting up / Standard fiscal year
- standard objects, OWD
- settings / Basic OWD settings for objects
- standard profiles
- about / Types of profiles in Salesforce
- types / Different types of standard profiles
- System administrator / Different types of standard profiles
- Standard Platform User / Different types of standard profiles
- Standard Platform One App User / Different types of standard profiles
- Standard User / Different types of standard profiles
- Partner User / Different types of standard profiles
- Customer Portal User / Different types of standard profiles
- Customer Portal Manager / Different types of standard profiles
- Marketing User / Different types of standard profiles
- Contract Manager / Different types of standard profiles
- Chatter Only User / Different types of standard profiles
- Chatter Free User / Different types of standard profiles
- Chatter External User / Different types of standard profiles
- Chatter Moderator User / Different types of standard profiles
- Site.com Only User / Different types of standard profiles
- High Volume Customer Portal and Authenticated Website / Different types of standard profiles
- Solution Manager / Different types of standard profiles
- Read Only / Different types of standard profiles
- Standard Wizard
- Starter Plan, Desk.com
- about / Various editions of Desk.com
- Stay-in-Touch
- about / Stay-in-Touch
- settings / Stay-in-Touch settings
- request update, sending to contact / A request update
- storage
- about / Get the storage usage details
- data storage / Data storage
- file storage / File storage
- SUM / The significance of various field types in Salesforce
- SUM function / The Roll-up Summary field
- summary report
- creating / A summary report
T
- table, dashboard components
- tabs
- about / Tab creation
- creating / Tab creation
- Custom Object tabs / Tab creation
- Web tabs / Tab creation
- Visualforce tabs / Tab creation
- tabular report
- about / A tabular report
- creating / A tabular report
- tags
- task
- assigning / Assigning a task
- testing document and attachment settings
- TEXT function / Improving the data quality – the validation rule
- time-based tokens
- time-based workflow
- monitoring / Monitoring a time-based workflow
- managing / Managing a time-based workflow
- deleting / Deleting a time-based workflow
- time-dependent workflow action
- TODAY function / Improving the data quality – the validation rule, The Formula field
- tools, for data management
- about / Tools for data management
- Import Wizard / Import Wizard
- Data Import Wizard / Data Import Wizard
- data loader / Data loader
- two-factor authentication
- types, reports
- about / Different types of reports
- tabular report / A tabular report
- summary report / A summary report
- matrix report / A matrix report
- joined report / A joined report
U
- unmanaged packages
- about / Overview of packages
- unused report types
- hiding / Hiding unused report types
- update operation / Data management operations
- UPPER function / Improving the data quality – the validation rule
- upsert operation / Data management operations
- user's account
- freezing / Freezing a user's account
- user license type
- about / Viewing the licenses, User license type
- Salesforce / User license type
- Salesforce Platform / User license type
- Force.com One App / User license type
- Force.com App Subscription / User license type
- Knowledge Only User / User license type
- Identity / User license type
- Chatter Free / User license type
- Chatter External / User license type
- Chatter Only / User license type
- Work.com Only User / User license type
- Company Community / User license type
- users
- setting up / Setting up the users
- creating, from user interface / Setting up the users
- multiple users, adding / Adding multiple users
- locking / Locking and unlocking users
- unlocking / Unlocking a user
V
- validation rule
- VALUE function
- viewer
- about / Managing files
- View Setup and Configuration permission / User license type
- View Setup Audit Trail page
- about / View Setup Audit Trail
- Visualforce
- about / Types of e-mail templates
- Visualforce page, dashboard components
- Visualforce tabs
- about / Tab creation
- VLOOKUP function
W
- Web-to-Case
- about / Web-to-Case
- enabling / Enabling Web-to-Case
- HTML code, generating / Generating an HTML code
- Web-to-Lead HTML code
- generating / Generating a Web-to-Lead HTML code
- Web-to-Lead settings
- enabling / Web-to-Lead settings
- disabling / Web-to-Lead settings
- Web tabs
- about / Tab creation
- wizards, for approval process creation
- Jump Start Wizard / The wizard to create the approval process
- Standard Wizard / The wizard to create the approval process
- Work.com
- about / Work.com
- features / Work.com, Various editions of Work.com
- example / Work.com
- editions / Various editions of Work.com
- workflow
- used, for automating work / Using workflow to automate your work
- field update, creating / Field update
- task, assigning / Assigning a task
- e-mail alert, creating / Creating an e-mail alert
- outbound messages, creating / Outbound messages
- actions, relating with / Relating all the actions with the workflow
- limitations / Limitations of the workflow
- workflow rule
- creating / Creating a workflow rule