Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Salesforce.com Customization Handbook

Salesforce.com Customization Handbook

Credits

About the Authors

About the Authors

About the Reviewers

About the Reviewers

www.PacktPub.com

www.PacktPub.com

Preface

Free Chapter

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

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

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

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

Domain Management, E-mail Administration, and Google Apps Settings

Domain Management, E-mail Administration, and Google Apps Settings

Customizing your Salesforce login page

Various e-mail administration methods

Google Apps settings

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

Automating a Business Process

Automating a Business Process

Improving the data quality – the validation rule

The Formula field

The Roll-up Summary field

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

Concepts of Data Management

Concepts of Data Management

Salesforce Record IDs

Data management operations

Tools for data management

Truncating custom objects

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

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

Chatter Configuration

Chatter Configuration

Basic overview of Salesforce Chatter

Enabling Chatter invites

Topics for objects

Branding e-mail notifications

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

Mobile Administration

Mobile Administration

Overview of SalesforceA

Overview of Salesforce#

Overview of Salesforce1

Setting Up Deployment Processes

Setting Up Deployment Processes

Understanding Change Sets and their types

The Force.com IDE

Overview of packages

AppExchange – Extending Salesforce Functionality

AppExchange – Extending Salesforce Functionality

AppExchange – an overview

Installing applications from AppExchange

A few noteworthy applications

Index

Customer Reviews

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Overview of packages

Packages are containers that can contain elements such as a single component or a group of apps. Packages are used for distribution purposes among organizations.

Packages are of the following two types:

Unmanaged packages
Managed packages

These differences are explored in the following table:

Unmanaged packages	Managed packages
The source code is open to developers/users.	The source code is a closed source.
Components can be edited in the organization after installation.	Components cannot be edited in the organization after installation.
The base organizations have no controller over the package once distributed since the code can be altered in the target organization.	The code can only be altered in the base organization where the package components were created or developed.
These are generally used for module distribution among developers.	These are generally used by Salesforce.com partners to distribute packages as apps to their clients primarily through the...