Salesforce CRM: the Definitive Admin Handbook
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Birmingham
Packt Publishing
2013
|
| Ausgabe: | 2nd ed |
| Schlagworte: | |
| Online-Zugang: | Volltext |
| Beschreibung: | Enforce password history Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Organization Administration; User login and authorization; Does the user's profile have any login restrictions?; Login hour restrictions; IP address restrictions; Does the user's IP address appear within your organization's trusted IP address list?; Trusted IP range; Has the user been activated from this IP address before?; Does the user's web browser have a valid cookie stored from Salesforce?; Computer activation process; User interface; API or a desktop client Establishing your company profile within SalesforceCompany information and primary contact details; Default language, locale, and time zone; Default language; Default locale; Default time zone; License information; Currencies and conversion rates; Single currency; Multiple currencies; Fiscal year settings; Standard fiscal years; Custom fiscal years; My Domain; Language settings; User interface; User Interface settings; Enable Collapsible Sections; Show Quick Create; Enable Hover Details; Enable Related List Hover Links; Enable Separate Loading of Related Lists; Enable Inline Editing Enable Enhanced ListsEnable the New User Interface Theme; Enable Tab Bar Organizer; Enable Printable List Views; Enable Spell Checker; Sidebar; Enable Collapsible Sidebar; Show Custom Sidebar Components on All Pages; Calendar settings; Enable Home Page Hover Links for Events; Enable Drag-and-Drop Editing on Calendar Views; Enable Hover Links for My Tasks List; Setup settings; Enable Enhanced Page Layout Editor; Enable Enhanced Profile List Views; Enable Enhanced Profile User Interface; Enable Custom Object Truncate; Advanced settings; Activate Extended Mail Merge Always save Extended Mail Merge documents to the Documents tabSearch overview; Sidebar Search; Advanced Search; Global Search; Searching in Salesforce.com; Search Settings; Enable ""Limit to Items I Own"" Search Checkbox; Enable Document Content Search; Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean; Use Recently Viewed User Records for Blank and Auto-Complete Lookups; Enable Drop-Down List for Sidebar Search; Enable Sidebar Search Autocomplete; Enable Single-Search-Result Shortcut; Number of Search Results Displayed Per Object; Lookup Settings Enhanced lookupsLookup Autocompletion; Summary; Chapter 2: User Management in Salesforce CRM; Introduction to record ownership, profiles, and sharing; Record owner; Profiles and sharing; Profiles; Sharing; Managing users in Salesforce CRM; Creating new users; Adding multiple users; Delegation of user management; Creating a profile with the Manage Users permission; Using delegated administration; Viewing and editing user information; Searching for users; Deactivating users; Password management; Resetting passwords; Expiring passwords; Password policies; User passwords expire in A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease. This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and s |
| Beschreibung: | 1 Online-Ressource (426 pages) |
| ISBN: | 9781782170532 1782170537 1782170529 9781782170525 |
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| 500 | |a Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Organization Administration; User login and authorization; Does the user's profile have any login restrictions?; Login hour restrictions; IP address restrictions; Does the user's IP address appear within your organization's trusted IP address list?; Trusted IP range; Has the user been activated from this IP address before?; Does the user's web browser have a valid cookie stored from Salesforce?; Computer activation process; User interface; API or a desktop client | ||
| 500 | |a Establishing your company profile within SalesforceCompany information and primary contact details; Default language, locale, and time zone; Default language; Default locale; Default time zone; License information; Currencies and conversion rates; Single currency; Multiple currencies; Fiscal year settings; Standard fiscal years; Custom fiscal years; My Domain; Language settings; User interface; User Interface settings; Enable Collapsible Sections; Show Quick Create; Enable Hover Details; Enable Related List Hover Links; Enable Separate Loading of Related Lists; Enable Inline Editing | ||
| 500 | |a Enable Enhanced ListsEnable the New User Interface Theme; Enable Tab Bar Organizer; Enable Printable List Views; Enable Spell Checker; Sidebar; Enable Collapsible Sidebar; Show Custom Sidebar Components on All Pages; Calendar settings; Enable Home Page Hover Links for Events; Enable Drag-and-Drop Editing on Calendar Views; Enable Hover Links for My Tasks List; Setup settings; Enable Enhanced Page Layout Editor; Enable Enhanced Profile List Views; Enable Enhanced Profile User Interface; Enable Custom Object Truncate; Advanced settings; Activate Extended Mail Merge | ||
| 500 | |a Always save Extended Mail Merge documents to the Documents tabSearch overview; Sidebar Search; Advanced Search; Global Search; Searching in Salesforce.com; Search Settings; Enable ""Limit to Items I Own"" Search Checkbox; Enable Document Content Search; Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean; Use Recently Viewed User Records for Blank and Auto-Complete Lookups; Enable Drop-Down List for Sidebar Search; Enable Sidebar Search Autocomplete; Enable Single-Search-Result Shortcut; Number of Search Results Displayed Per Object; Lookup Settings | ||
| 500 | |a Enhanced lookupsLookup Autocompletion; Summary; Chapter 2: User Management in Salesforce CRM; Introduction to record ownership, profiles, and sharing; Record owner; Profiles and sharing; Profiles; Sharing; Managing users in Salesforce CRM; Creating new users; Adding multiple users; Delegation of user management; Creating a profile with the Manage Users permission; Using delegated administration; Viewing and editing user information; Searching for users; Deactivating users; Password management; Resetting passwords; Expiring passwords; Password policies; User passwords expire in | ||
| 500 | |a A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease. This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and s | ||
| 650 | 4 | |a Customer relations / Management / Data processing | |
| 650 | 4 | |a Marketing / Management / Data processing | |
| 650 | 4 | |a Sales management / Data processing | |
| 650 | 4 | |a Salesforce (Online service) | |
| 650 | 4 | |a Relacions amb els clients / Informàtica | |
| 650 | 4 | |a Màrqueting de relacions | |
| 650 | 7 | |a COMPUTERS / Computer Literacy |2 bisacsh | |
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| 650 | 7 | |a COMPUTERS / Information Technology |2 bisacsh | |
| 650 | 7 | |a COMPUTERS / Machine Theory |2 bisacsh | |
| 650 | 7 | |a COMPUTERS / Reference |2 bisacsh | |
| 650 | 7 | |a Customer relations / Management / Data processing |2 fast | |
| 650 | 7 | |a Marketing / Management / Data processing |2 fast | |
| 650 | 7 | |a Sales management / Data processing |2 fast | |
| 650 | 7 | |a Salesforce (Online service) |2 fast | |
| 650 | 4 | |a Datenverarbeitung | |
| 650 | 4 | |a Informatik | |
| 650 | 4 | |a Customer relations |x Management |x Data processing | |
| 650 | 4 | |a Marketing |x Management |x Data processing | |
| 650 | 4 | |a Sales management |x Data processing | |
| 650 | 4 | |a Salesforce (Online service) | |
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Datensatz im Suchindex
| _version_ | 1804175280468656128 |
|---|---|
| any_adam_object | |
| author | Goodey, Paul |
| author_facet | Goodey, Paul |
| author_role | aut |
| author_sort | Goodey, Paul |
| author_variant | p g pg |
| building | Verbundindex |
| bvnumber | BV042960109 |
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| dewey-full | 004.62 |
| dewey-hundreds | 000 - Computer science, information, general works |
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| discipline | Informatik |
| edition | 2nd ed |
| format | Electronic eBook |
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| id | DE-604.BV042960109 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:13:47Z |
| institution | BVB |
| isbn | 9781782170532 1782170537 1782170529 9781782170525 |
| language | English |
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| physical | 1 Online-Ressource (426 pages) |
| psigel | ZDB-4-EBU FLA_PDA_EBU |
| publishDate | 2013 |
| publishDateSearch | 2013 |
| publishDateSort | 2013 |
| publisher | Packt Publishing |
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| spelling | Goodey, Paul Verfasser aut Salesforce CRM the Definitive Admin Handbook 2nd ed Birmingham Packt Publishing 2013 1 Online-Ressource (426 pages) txt rdacontent c rdamedia cr rdacarrier Enforce password history Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Organization Administration; User login and authorization; Does the user's profile have any login restrictions?; Login hour restrictions; IP address restrictions; Does the user's IP address appear within your organization's trusted IP address list?; Trusted IP range; Has the user been activated from this IP address before?; Does the user's web browser have a valid cookie stored from Salesforce?; Computer activation process; User interface; API or a desktop client Establishing your company profile within SalesforceCompany information and primary contact details; Default language, locale, and time zone; Default language; Default locale; Default time zone; License information; Currencies and conversion rates; Single currency; Multiple currencies; Fiscal year settings; Standard fiscal years; Custom fiscal years; My Domain; Language settings; User interface; User Interface settings; Enable Collapsible Sections; Show Quick Create; Enable Hover Details; Enable Related List Hover Links; Enable Separate Loading of Related Lists; Enable Inline Editing Enable Enhanced ListsEnable the New User Interface Theme; Enable Tab Bar Organizer; Enable Printable List Views; Enable Spell Checker; Sidebar; Enable Collapsible Sidebar; Show Custom Sidebar Components on All Pages; Calendar settings; Enable Home Page Hover Links for Events; Enable Drag-and-Drop Editing on Calendar Views; Enable Hover Links for My Tasks List; Setup settings; Enable Enhanced Page Layout Editor; Enable Enhanced Profile List Views; Enable Enhanced Profile User Interface; Enable Custom Object Truncate; Advanced settings; Activate Extended Mail Merge Always save Extended Mail Merge documents to the Documents tabSearch overview; Sidebar Search; Advanced Search; Global Search; Searching in Salesforce.com; Search Settings; Enable ""Limit to Items I Own"" Search Checkbox; Enable Document Content Search; Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean; Use Recently Viewed User Records for Blank and Auto-Complete Lookups; Enable Drop-Down List for Sidebar Search; Enable Sidebar Search Autocomplete; Enable Single-Search-Result Shortcut; Number of Search Results Displayed Per Object; Lookup Settings Enhanced lookupsLookup Autocompletion; Summary; Chapter 2: User Management in Salesforce CRM; Introduction to record ownership, profiles, and sharing; Record owner; Profiles and sharing; Profiles; Sharing; Managing users in Salesforce CRM; Creating new users; Adding multiple users; Delegation of user management; Creating a profile with the Manage Users permission; Using delegated administration; Viewing and editing user information; Searching for users; Deactivating users; Password management; Resetting passwords; Expiring passwords; Password policies; User passwords expire in A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease. This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and s Customer relations / Management / Data processing Marketing / Management / Data processing Sales management / Data processing Salesforce (Online service) Relacions amb els clients / Informàtica Màrqueting de relacions COMPUTERS / Computer Literacy bisacsh COMPUTERS / Computer Science bisacsh COMPUTERS / Data Processing bisacsh COMPUTERS / Hardware / General bisacsh COMPUTERS / Information Technology bisacsh COMPUTERS / Machine Theory bisacsh COMPUTERS / Reference bisacsh Customer relations / Management / Data processing fast Marketing / Management / Data processing fast Sales management / Data processing fast Salesforce (Online service) fast Datenverarbeitung Informatik Customer relations Management Data processing Marketing Management Data processing Sales management Data processing http://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=619980 Aggregator Volltext |
| spellingShingle | Goodey, Paul Salesforce CRM the Definitive Admin Handbook Customer relations / Management / Data processing Marketing / Management / Data processing Sales management / Data processing Salesforce (Online service) Relacions amb els clients / Informàtica Màrqueting de relacions COMPUTERS / Computer Literacy bisacsh COMPUTERS / Computer Science bisacsh COMPUTERS / Data Processing bisacsh COMPUTERS / Hardware / General bisacsh COMPUTERS / Information Technology bisacsh COMPUTERS / Machine Theory bisacsh COMPUTERS / Reference bisacsh Customer relations / Management / Data processing fast Marketing / Management / Data processing fast Sales management / Data processing fast Salesforce (Online service) fast Datenverarbeitung Informatik Customer relations Management Data processing Marketing Management Data processing Sales management Data processing |
| title | Salesforce CRM the Definitive Admin Handbook |
| title_auth | Salesforce CRM the Definitive Admin Handbook |
| title_exact_search | Salesforce CRM the Definitive Admin Handbook |
| title_full | Salesforce CRM the Definitive Admin Handbook |
| title_fullStr | Salesforce CRM the Definitive Admin Handbook |
| title_full_unstemmed | Salesforce CRM the Definitive Admin Handbook |
| title_short | Salesforce CRM |
| title_sort | salesforce crm the definitive admin handbook |
| title_sub | the Definitive Admin Handbook |
| topic | Customer relations / Management / Data processing Marketing / Management / Data processing Sales management / Data processing Salesforce (Online service) Relacions amb els clients / Informàtica Màrqueting de relacions COMPUTERS / Computer Literacy bisacsh COMPUTERS / Computer Science bisacsh COMPUTERS / Data Processing bisacsh COMPUTERS / Hardware / General bisacsh COMPUTERS / Information Technology bisacsh COMPUTERS / Machine Theory bisacsh COMPUTERS / Reference bisacsh Customer relations / Management / Data processing fast Marketing / Management / Data processing fast Sales management / Data processing fast Salesforce (Online service) fast Datenverarbeitung Informatik Customer relations Management Data processing Marketing Management Data processing Sales management Data processing |
| topic_facet | Customer relations / Management / Data processing Marketing / Management / Data processing Sales management / Data processing Salesforce (Online service) Relacions amb els clients / Informàtica Màrqueting de relacions COMPUTERS / Computer Literacy COMPUTERS / Computer Science COMPUTERS / Data Processing COMPUTERS / Hardware / General COMPUTERS / Information Technology COMPUTERS / Machine Theory COMPUTERS / Reference Datenverarbeitung Informatik Customer relations Management Data processing Marketing Management Data processing Sales management Data processing |
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