Salesforce.com customization handbook :: customize salesforce to automate your business requirements /
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 a...
Gespeichert in:
| Hauptverfasser: | , |
|---|---|
| Weitere Verfasser: | |
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Birmingham [England] :
Packt Publishing,
2014.
|
| Schriftenreihe: | Professional expertise distilled.
|
| Schlagworte: | |
| Online-Zugang: | Volltext |
| Zusammenfassung: | 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. |
| Beschreibung: | "Professional Expertise Distilled"--Cover Includes index. |
| Beschreibung: | 1 online resource (454 pages) : illustrations |
| ISBN: | 9781849685993 1849685991 1849685983 9781849685986 |
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| 245 | 1 | 0 | |a Salesforce.com customization handbook : |b customize salesforce to automate your business requirements / |c Rakesh Gupta, Sagar Pareek ; cover image by Artie Ng. |
| 264 | 1 | |a Birmingham [England] : |b Packt Publishing, |c 2014. | |
| 264 | 4 | |c ©2014 | |
| 300 | |a 1 online resource (454 pages) : |b illustrations | ||
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| 490 | 1 | |a Professional expertise distilled | |
| 500 | |a "Professional Expertise Distilled"--Cover | ||
| 500 | |a Includes index. | ||
| 588 | 0 | |a Online resource; title from PDF title page (ebrary, viewed September 24, 2014). | |
| 505 | 0 | |a Cover; Copyright; Credits; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started with Salesforce; Overview of the Salesforce CRM; Client-server architecture; Pros and cons of the client-server architecture; Introducing Salesforce CRM; The architecture of Salesforce.com; Various products of Salesforce; Sales Cloud; Various editions of Sales Cloud; Service Cloud; Various editions of Service Cloud; Salesforce Chatter; Data.com; Various editions of Data.com; Work.com; Various editions of Work.com; Desk.com; Various editions of Desk.com. | |
| 505 | 8 | |a ExactTarget Marketing CloudVarious editions of ExactTarget Marketing Cloud; Salesforce1; Various editions of Salesforce1; Salesforce.com -- the most innovative company; Key problems with ancient sales processes; Key points for standardized sales performance processes; Using Salesforce to streamline your business; Improving collaboration in your organization; Creating a Salesforce developer account; Logging in to Salesforce.com; First impression of the Salesforce developer account; Benefits of using the Salesforce developer account; Limitations of Salesforce Developer Edition; Summary. | |
| 505 | 8 | |a Chapter 2: User Management and Organization AdministrationSetting up company information; Updating the company''s information; Locale setting; Salesforce.com newsletter and login notification settings; Corporate currency; Additional features; Viewing the licenses; User license type; Multiple currencies; Enabling a single currency; Enabling multiple currencies; Adding a new currency; Changing the corporate currency; Effects of enabling multi-currency; Fiscal year and its customization; Standard fiscal year; Custom fiscal year; Defining a new custom fiscal year. | |
| 505 | 8 | |a Business hours setup and its effectSetting up the business hours and its effects; Holiday settings; Setting up the holiday settings; Associating holidays with business hours; Language settings and its importance; Personal settings; Organization''s default language settings; Fully supported languages; End user languages; Platform-only languages; The significance of roles and profiles; Significance of the role hierarchy; Creating the role hierarchy for your organization; Profiles; Types of profiles in Salesforce; Different types of standard profiles; Creating a custom profile. | |
| 505 | 8 | |a Settings available under profilePermission sets; Settings available under permission sets; Creating permission sets; Deleting permission sets; Cloning permission sets; Setting up the users; Adding multiple users; Locking and unlocking users; Unlocking a user; Freezing a user''s account; Benefits of the login history; Groups and their uses; Creating a public group; Creating a personal group; Queues and their significance; Creating a queue; Personal setup; Editing personal information; Changing the password; Resetting the security token; Language and time zone setup; Grant account login access. | |
| 520 | |a 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. | ||
| 650 | 0 | |a Interpersonal relations. |0 http://id.loc.gov/authorities/subjects/sh85067484 | |
| 650 | 0 | |a Salesforce (Online service) |0 http://id.loc.gov/authorities/subjects/sh2007004093 | |
| 650 | 6 | |a Salesforce (Serveur) | |
| 650 | 7 | |a PSYCHOLOGY |x Applied Psychology. |2 bisacsh | |
| 650 | 7 | |a SELF-HELP |x Personal Growth |x General. |2 bisacsh | |
| 650 | 7 | |a SELF-HELP |x Personal Growth |x Happiness. |2 bisacsh | |
| 650 | 7 | |a SELF-HELP |x Personal Growth |x Success. |2 bisacsh | |
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| 776 | 0 | 8 | |i Print version: |a Gupta, Rakesh. |t Salesforce.com customization handbook : customize salesforce to automate your business requirements. |d Birmingham, [England] : Packt Publishing, ©2014 |h x, 430 pages |z 9781849685986 |
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| author | Gupta, Rakesh (Salesforce consultant) Pareek, Sagar |
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| author_facet | Gupta, Rakesh (Salesforce consultant) Pareek, Sagar Ng, Artie |
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| contents | Cover; Copyright; Credits; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started with Salesforce; Overview of the Salesforce CRM; Client-server architecture; Pros and cons of the client-server architecture; Introducing Salesforce CRM; The architecture of Salesforce.com; Various products of Salesforce; Sales Cloud; Various editions of Sales Cloud; Service Cloud; Various editions of Service Cloud; Salesforce Chatter; Data.com; Various editions of Data.com; Work.com; Various editions of Work.com; Desk.com; Various editions of Desk.com. ExactTarget Marketing CloudVarious editions of ExactTarget Marketing Cloud; Salesforce1; Various editions of Salesforce1; Salesforce.com -- the most innovative company; Key problems with ancient sales processes; Key points for standardized sales performance processes; Using Salesforce to streamline your business; Improving collaboration in your organization; Creating a Salesforce developer account; Logging in to Salesforce.com; First impression of the Salesforce developer account; Benefits of using the Salesforce developer account; Limitations of Salesforce Developer Edition; Summary. Chapter 2: User Management and Organization AdministrationSetting up company information; Updating the company''s information; Locale setting; Salesforce.com newsletter and login notification settings; Corporate currency; Additional features; Viewing the licenses; User license type; Multiple currencies; Enabling a single currency; Enabling multiple currencies; Adding a new currency; Changing the corporate currency; Effects of enabling multi-currency; Fiscal year and its customization; Standard fiscal year; Custom fiscal year; Defining a new custom fiscal year. Business hours setup and its effectSetting up the business hours and its effects; Holiday settings; Setting up the holiday settings; Associating holidays with business hours; Language settings and its importance; Personal settings; Organization''s default language settings; Fully supported languages; End user languages; Platform-only languages; The significance of roles and profiles; Significance of the role hierarchy; Creating the role hierarchy for your organization; Profiles; Types of profiles in Salesforce; Different types of standard profiles; Creating a custom profile. Settings available under profilePermission sets; Settings available under permission sets; Creating permission sets; Deleting permission sets; Cloning permission sets; Setting up the users; Adding multiple users; Locking and unlocking users; Unlocking a user; Freezing a user''s account; Benefits of the login history; Groups and their uses; Creating a public group; Creating a personal group; Queues and their significance; Creating a queue; Personal setup; Editing personal information; Changing the password; Resetting the security token; Language and time zone setup; Grant account login access. |
| ctrlnum | (OCoLC)893678348 |
| dewey-full | 158.2 |
| dewey-hundreds | 100 - Philosophy & psychology |
| dewey-ones | 158 - Applied psychology |
| dewey-raw | 158.2 |
| dewey-search | 158.2 |
| dewey-sort | 3158.2 |
| dewey-tens | 150 - Psychology |
| discipline | Psychologie |
| format | Electronic eBook |
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| id | ZDB-4-EBA-ocn893678348 |
| illustrated | Illustrated |
| indexdate | 2024-11-27T13:26:17Z |
| institution | BVB |
| isbn | 9781849685993 1849685991 1849685983 9781849685986 |
| language | English |
| oclc_num | 893678348 |
| open_access_boolean | |
| owner | MAIN DE-863 DE-BY-FWS |
| owner_facet | MAIN DE-863 DE-BY-FWS |
| physical | 1 online resource (454 pages) : illustrations |
| psigel | ZDB-4-EBA |
| publishDate | 2014 |
| publishDateSearch | 2014 |
| publishDateSort | 2014 |
| publisher | Packt Publishing, |
| record_format | marc |
| series | Professional expertise distilled. |
| series2 | Professional expertise distilled |
| spelling | Gupta, Rakesh (Salesforce consultant), author. https://id.oclc.org/worldcat/entity/E39PCjryDTJGxr9VdWP39fG6qP http://id.loc.gov/authorities/names/nb2017006823 Salesforce.com customization handbook : customize salesforce to automate your business requirements / Rakesh Gupta, Sagar Pareek ; cover image by Artie Ng. Birmingham [England] : Packt Publishing, 2014. ©2014 1 online resource (454 pages) : illustrations text txt rdacontent computer c rdamedia online resource cr rdacarrier Professional expertise distilled "Professional Expertise Distilled"--Cover Includes index. Online resource; title from PDF title page (ebrary, viewed September 24, 2014). Cover; Copyright; Credits; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started with Salesforce; Overview of the Salesforce CRM; Client-server architecture; Pros and cons of the client-server architecture; Introducing Salesforce CRM; The architecture of Salesforce.com; Various products of Salesforce; Sales Cloud; Various editions of Sales Cloud; Service Cloud; Various editions of Service Cloud; Salesforce Chatter; Data.com; Various editions of Data.com; Work.com; Various editions of Work.com; Desk.com; Various editions of Desk.com. ExactTarget Marketing CloudVarious editions of ExactTarget Marketing Cloud; Salesforce1; Various editions of Salesforce1; Salesforce.com -- the most innovative company; Key problems with ancient sales processes; Key points for standardized sales performance processes; Using Salesforce to streamline your business; Improving collaboration in your organization; Creating a Salesforce developer account; Logging in to Salesforce.com; First impression of the Salesforce developer account; Benefits of using the Salesforce developer account; Limitations of Salesforce Developer Edition; Summary. Chapter 2: User Management and Organization AdministrationSetting up company information; Updating the company''s information; Locale setting; Salesforce.com newsletter and login notification settings; Corporate currency; Additional features; Viewing the licenses; User license type; Multiple currencies; Enabling a single currency; Enabling multiple currencies; Adding a new currency; Changing the corporate currency; Effects of enabling multi-currency; Fiscal year and its customization; Standard fiscal year; Custom fiscal year; Defining a new custom fiscal year. Business hours setup and its effectSetting up the business hours and its effects; Holiday settings; Setting up the holiday settings; Associating holidays with business hours; Language settings and its importance; Personal settings; Organization''s default language settings; Fully supported languages; End user languages; Platform-only languages; The significance of roles and profiles; Significance of the role hierarchy; Creating the role hierarchy for your organization; Profiles; Types of profiles in Salesforce; Different types of standard profiles; Creating a custom profile. Settings available under profilePermission sets; Settings available under permission sets; Creating permission sets; Deleting permission sets; Cloning permission sets; Setting up the users; Adding multiple users; Locking and unlocking users; Unlocking a user; Freezing a user''s account; Benefits of the login history; Groups and their uses; Creating a public group; Creating a personal group; Queues and their significance; Creating a queue; Personal setup; Editing personal information; Changing the password; Resetting the security token; Language and time zone setup; Grant account login access. 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. Interpersonal relations. http://id.loc.gov/authorities/subjects/sh85067484 Salesforce (Online service) http://id.loc.gov/authorities/subjects/sh2007004093 Salesforce (Serveur) PSYCHOLOGY Applied Psychology. bisacsh SELF-HELP Personal Growth General. bisacsh SELF-HELP Personal Growth Happiness. bisacsh SELF-HELP Personal Growth Success. bisacsh Interpersonal relations fast Salesforce (Online service) fast Pareek, Sagar, author. Ng, Artie, cover designer. has work: Salesforce.com customization handbook (Text) https://id.oclc.org/worldcat/entity/E39PCGXPQk9bC3wgj4h7TbbbFq https://id.oclc.org/worldcat/ontology/hasWork Print version: Gupta, Rakesh. Salesforce.com customization handbook : customize salesforce to automate your business requirements. Birmingham, [England] : Packt Publishing, ©2014 x, 430 pages 9781849685986 Professional expertise distilled. http://id.loc.gov/authorities/names/no2015143013 FWS01 ZDB-4-EBA FWS_PDA_EBA https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=846517 Volltext |
| spellingShingle | Gupta, Rakesh (Salesforce consultant) Pareek, Sagar Salesforce.com customization handbook : customize salesforce to automate your business requirements / Professional expertise distilled. Cover; Copyright; Credits; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started with Salesforce; Overview of the Salesforce CRM; Client-server architecture; Pros and cons of the client-server architecture; Introducing Salesforce CRM; The architecture of Salesforce.com; Various products of Salesforce; Sales Cloud; Various editions of Sales Cloud; Service Cloud; Various editions of Service Cloud; Salesforce Chatter; Data.com; Various editions of Data.com; Work.com; Various editions of Work.com; Desk.com; Various editions of Desk.com. ExactTarget Marketing CloudVarious editions of ExactTarget Marketing Cloud; Salesforce1; Various editions of Salesforce1; Salesforce.com -- the most innovative company; Key problems with ancient sales processes; Key points for standardized sales performance processes; Using Salesforce to streamline your business; Improving collaboration in your organization; Creating a Salesforce developer account; Logging in to Salesforce.com; First impression of the Salesforce developer account; Benefits of using the Salesforce developer account; Limitations of Salesforce Developer Edition; Summary. Chapter 2: User Management and Organization AdministrationSetting up company information; Updating the company''s information; Locale setting; Salesforce.com newsletter and login notification settings; Corporate currency; Additional features; Viewing the licenses; User license type; Multiple currencies; Enabling a single currency; Enabling multiple currencies; Adding a new currency; Changing the corporate currency; Effects of enabling multi-currency; Fiscal year and its customization; Standard fiscal year; Custom fiscal year; Defining a new custom fiscal year. Business hours setup and its effectSetting up the business hours and its effects; Holiday settings; Setting up the holiday settings; Associating holidays with business hours; Language settings and its importance; Personal settings; Organization''s default language settings; Fully supported languages; End user languages; Platform-only languages; The significance of roles and profiles; Significance of the role hierarchy; Creating the role hierarchy for your organization; Profiles; Types of profiles in Salesforce; Different types of standard profiles; Creating a custom profile. Settings available under profilePermission sets; Settings available under permission sets; Creating permission sets; Deleting permission sets; Cloning permission sets; Setting up the users; Adding multiple users; Locking and unlocking users; Unlocking a user; Freezing a user''s account; Benefits of the login history; Groups and their uses; Creating a public group; Creating a personal group; Queues and their significance; Creating a queue; Personal setup; Editing personal information; Changing the password; Resetting the security token; Language and time zone setup; Grant account login access. Interpersonal relations. http://id.loc.gov/authorities/subjects/sh85067484 Salesforce (Online service) http://id.loc.gov/authorities/subjects/sh2007004093 Salesforce (Serveur) PSYCHOLOGY Applied Psychology. bisacsh SELF-HELP Personal Growth General. bisacsh SELF-HELP Personal Growth Happiness. bisacsh SELF-HELP Personal Growth Success. bisacsh Interpersonal relations fast Salesforce (Online service) fast |
| subject_GND | http://id.loc.gov/authorities/subjects/sh85067484 http://id.loc.gov/authorities/subjects/sh2007004093 |
| title | Salesforce.com customization handbook : customize salesforce to automate your business requirements / |
| title_auth | Salesforce.com customization handbook : customize salesforce to automate your business requirements / |
| title_exact_search | Salesforce.com customization handbook : customize salesforce to automate your business requirements / |
| title_full | Salesforce.com customization handbook : customize salesforce to automate your business requirements / Rakesh Gupta, Sagar Pareek ; cover image by Artie Ng. |
| title_fullStr | Salesforce.com customization handbook : customize salesforce to automate your business requirements / Rakesh Gupta, Sagar Pareek ; cover image by Artie Ng. |
| title_full_unstemmed | Salesforce.com customization handbook : customize salesforce to automate your business requirements / Rakesh Gupta, Sagar Pareek ; cover image by Artie Ng. |
| title_short | Salesforce.com customization handbook : |
| title_sort | salesforce com customization handbook customize salesforce to automate your business requirements |
| title_sub | customize salesforce to automate your business requirements / |
| topic | Interpersonal relations. http://id.loc.gov/authorities/subjects/sh85067484 Salesforce (Online service) http://id.loc.gov/authorities/subjects/sh2007004093 Salesforce (Serveur) PSYCHOLOGY Applied Psychology. bisacsh SELF-HELP Personal Growth General. bisacsh SELF-HELP Personal Growth Happiness. bisacsh SELF-HELP Personal Growth Success. bisacsh Interpersonal relations fast Salesforce (Online service) fast |
| topic_facet | Interpersonal relations. Salesforce (Online service) Salesforce (Serveur) PSYCHOLOGY Applied Psychology. SELF-HELP Personal Growth General. SELF-HELP Personal Growth Happiness. SELF-HELP Personal Growth Success. Interpersonal relations |
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