Salesforce CRM :: the Definitive Admin Handbook.
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 deta...
Gespeichert in:
1. Verfasser: | |
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Format: | Elektronisch E-Book |
Sprache: | English |
Veröffentlicht: |
Birmingham :
Packt Publishing,
2013.
|
Ausgabe: | 2nd ed. |
Schlagworte: | |
Online-Zugang: | Volltext |
Zusammenfassung: | 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 resource (426 pages) |
ISBN: | 9781782170532 1782170537 1782170529 9781782170525 |
Internformat
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245 | 1 | 0 | |a Salesforce CRM : |b the Definitive Admin Handbook. |
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260 | |a Birmingham : |b Packt Publishing, |c 2013. | ||
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505 | 0 | |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. | |
505 | 8 | |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. | |
505 | 8 | |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. | |
505 | 8 | |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. | |
505 | 8 | |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. | |
520 | |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. | ||
588 | 0 | |a Print version record. | |
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author | Goodey, Paul |
author_facet | Goodey, Paul |
author_role | |
author_sort | Goodey, Paul |
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contents | 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. |
ctrlnum | (OCoLC)854971787 |
dewey-full | 004.62 |
dewey-hundreds | 000 - Computer science, information, general works |
dewey-ones | 004 - Computer science |
dewey-raw | 004.62 |
dewey-search | 004.62 |
dewey-sort | 14.62 |
dewey-tens | 000 - Computer science, information, general works |
discipline | Informatik |
edition | 2nd ed. |
format | Electronic eBook |
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genre | Llibres electrònics. |
genre_facet | Llibres electrònics. |
id | ZDB-4-EBU-ocn854971787 |
illustrated | Not Illustrated |
indexdate | 2024-11-26T14:49:10Z |
institution | BVB |
isbn | 9781782170532 1782170537 1782170529 9781782170525 |
language | English |
oclc_num | 854971787 |
open_access_boolean | |
owner | MAIN DE-863 DE-BY-FWS |
owner_facet | MAIN DE-863 DE-BY-FWS |
physical | 1 online resource (426 pages) |
psigel | ZDB-4-EBU |
publishDate | 2013 |
publishDateSearch | 2013 |
publishDateSort | 2013 |
publisher | Packt Publishing, |
record_format | marc |
spelling | Goodey, Paul. Salesforce CRM : the Definitive Admin Handbook. 2nd ed. Birmingham : Packt Publishing, 2013. 1 online resource (426 pages) text txt rdacontent computer c rdamedia online resource cr rdacarrier polychrome. rdacc http://rdaregistry.info/termList/RDAColourContent/1003 text file rdaft http://rdaregistry.info/termList/fileType/1002 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. Print version record. English. Customer relations Management Data processing. http://id.loc.gov/authorities/subjects/sh2007004913 Marketing Management Data processing. http://id.loc.gov/authorities/subjects/sh85081340 Sales management Data processing. http://id.loc.gov/authorities/subjects/sh85116730 Salesforce (Online service) http://id.loc.gov/authorities/subjects/sh2007004093 Ventes Gestion Informatique. Salesforce (Serveur) 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 Llibres electrònics. Print version: Goodey, Paul. Salesforce CRM : The Definitive Admin Handbook. Birmingham : Packt Publishing, ©2013 9781782170525 FWS01 ZDB-4-EBU FWS_PDA_EBU https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=619980 Volltext |
spellingShingle | Goodey, Paul Salesforce CRM : the Definitive Admin Handbook. 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. Customer relations Management Data processing. http://id.loc.gov/authorities/subjects/sh2007004913 Marketing Management Data processing. http://id.loc.gov/authorities/subjects/sh85081340 Sales management Data processing. http://id.loc.gov/authorities/subjects/sh85116730 Salesforce (Online service) http://id.loc.gov/authorities/subjects/sh2007004093 Ventes Gestion Informatique. Salesforce (Serveur) 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 |
subject_GND | http://id.loc.gov/authorities/subjects/sh2007004913 http://id.loc.gov/authorities/subjects/sh85081340 http://id.loc.gov/authorities/subjects/sh85116730 http://id.loc.gov/authorities/subjects/sh2007004093 |
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. http://id.loc.gov/authorities/subjects/sh2007004913 Marketing Management Data processing. http://id.loc.gov/authorities/subjects/sh85081340 Sales management Data processing. http://id.loc.gov/authorities/subjects/sh85116730 Salesforce (Online service) http://id.loc.gov/authorities/subjects/sh2007004093 Ventes Gestion Informatique. Salesforce (Serveur) 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 |
topic_facet | Customer relations Management Data processing. Marketing Management Data processing. Sales management Data processing. Salesforce (Online service) Ventes Gestion Informatique. Salesforce (Serveur) COMPUTERS Computer Literacy. COMPUTERS Computer Science. COMPUTERS Data Processing. COMPUTERS Hardware General. COMPUTERS Information Technology. COMPUTERS Machine Theory. COMPUTERS Reference. Customer relations Management Data processing Marketing Management Data processing Sales management Data processing Llibres electrònics. |
url | https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=619980 |
work_keys_str_mv | AT goodeypaul salesforcecrmthedefinitiveadminhandbook |