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Salesforce.com customization handbook

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Salesforce.com customization handbook

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Salesforce.com customization handbook
Sep, 2014 | 454 pages
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Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Salesforce.com Customization Handbook
Credits
Credits
About the Authors
About the Authors
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Getting Started with Salesforce
Getting Started with Salesforce
Overview of the Salesforce CRM
Introducing Salesforce CRM
The architecture of Salesforce.com
Various products of Salesforce
Salesforce.com – the most innovative company
Improving collaboration in your organization
Creating a Salesforce developer account
First impression of the Salesforce developer account
Benefits of using the Salesforce developer account
Limitations of Salesforce Developer Edition
Summary
2
User Management and Organization Administration
User Management and Organization Administration
Setting up company information
Changing the corporate currency
Fiscal year and its customization
Business hours setup and its effect
Holiday settings
Language settings and its importance
Profiles
Permission sets
Setting up the users
Locking and unlocking users
Freezing a user's account
Benefits of the login history
Groups and their uses
Queues and their significance
Personal setup
Summary
3
Making Your Salesforce Data Secure – Security Settings in Salesforce
Making Your Salesforce Data Secure – Security Settings in Salesforce
Concepts of OWD
Field-Level Security and its effect on data visibility
Setting up password policies
Two-factor authentication in Salesforce
Session setting and its effect on users
Network access – securing your organization's data
Authentication providers
View Setup Audit Trail
Expire all passwords
Concepts of delegated administration
Remote site settings
HTML documents and attachments settings
Testing document and attachment settings
Portal Health Check
Summary
4
Domain Management, E-mail Administration, and Google Apps Settings
Domain Management, E-mail Administration, and Google Apps Settings
My Domain
Customizing your Salesforce login page
Various e-mail administration methods
Google Apps settings
Summary
5
CRM Functions and Streamlining Business Requirements
CRM Functions and Streamlining Business Requirements
Type of relationships in Salesforce
Sales Cloud overview
Service Cloud overview
Streamlining a business process
Tracking the history
Summary
6
Automating a Business Process
Automating a Business Process
Improving the data quality – the validation rule
The Formula field
The Roll-up Summary field
Letterhead
An e-mail template
Using workflow to automate your work
Monitoring a time-based workflow
Streamlining your approval process – approval processes
Various ways to approve a request – approval settings
Stay-in-Touch
Summary
7
Concepts of Data Management
Concepts of Data Management
Salesforce Record IDs
Data management operations
Tools for data management
Truncating custom objects
Sandbox
Deleting all the data
Data Export Service
Get the storage usage details
Mass transfer approval requests
Mass transfer record
Mass deleting records
Mass reassign accounts and opportunity teams
Tags
Summary
8
Reports and Dashboards in Salesforce
Reports and Dashboards in Salesforce
Understanding report types
Different types of reports
Dashboard components and their types
Exporting a report
Sharing reports and dashboards
Hiding unused report types
Exporting reports without footers
Floating headers in summary and matrix reports
Analytical snapshot
Summary
9
Chatter Configuration
Chatter Configuration
Basic overview of Salesforce Chatter
Enabling Chatter invites
Topics for objects
Branding e-mail notifications
Chatter groups
The Chatter announcement feature
Posting e-mail to Chatter groups
Chatter e-mail settings
Enabling feed tracking
Posting a dashboard snapshot to Chatter
Various features of Chatter
Summary
10
Mobile Administration
Mobile Administration
Overview of SalesforceA
Overview of Salesforce#
Overview of Salesforce1
Summary
11
Setting Up Deployment Processes
Setting Up Deployment Processes
Understanding Change Sets and their types
The Force.com IDE
Overview of packages
Summary
12
AppExchange – Extending Salesforce Functionality
AppExchange – Extending Salesforce Functionality
AppExchange – an overview
Installing applications from AppExchange
A few noteworthy applications
Summary
Index
Index

Chapter 1. Getting Started with Salesforce

The chapter starts with an overview of the Salesforce CRM and its architecture and takes the discussion forward to the various products of Salesforce.com. We will discuss ways to streamline sales processes and improve collaboration in an organization. By the end of this chapter, you will have learned how to create a Salesforce developer account. The following topics will be covered in this chapter:

  • Overview of the Salesforce CRM

  • Architecture of Salesforce

  • Various products of Salesforce

  • Streamlining the sales process

  • Improving collaboration in your organization

  • What makes Salesforce the most innovative company

  • Creating a Salesforce developer account

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