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Salesforce.com Customization Handbook
最新章節(jié)：
Index
IfyouwanttouseSalesforceCRMtoautomateyourbusinessrequirements,oryouhavealreadyadoptedSalesforceCRMandwanttostreamlinethesalesprocess,thisbookisforyou.WhetheryouarenewtoSalesforceoraseasonedexpert,youwillbeabletomasterthebasicfunctionsaswellastheadvancedfeaturesofSalesforce.com.Nopreviousexperienceincomputercodingorprogrammingisrequired.
目錄(139章)
倒序
- 封面
- 版權(quán)頁
- Credits
- About the Authors
- About the Reviewers
- www.PacktPub.com
- Support files eBooks discount offers and more
- Preface
- What this book covers
- What you need for this book
- Who this book is for
- Conventions
- Reader feedback
- Customer support
- Chapter 1. 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
- Chapter 2. 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
- Chapter 3. 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
- Chapter 4. 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
- Chapter 5. 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
- Chapter 6. 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
- Chapter 7. 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
- Chapter 8. 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
- Chapter 9. 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
- Chapter 10. Mobile Administration
- Overview of SalesforceA
- Overview of Salesforce#
- Overview of Salesforce1
- Summary
- Chapter 11. Setting Up Deployment Processes
- Understanding Change Sets and their types
- The Force.com IDE
- Overview of packages
- Summary
- Chapter 12. AppExchange – Extending Salesforce Functionality
- AppExchange – an overview
- Installing applications from AppExchange
- A few noteworthy applications
- Summary
- Index 更新時間：2021-09-03 09:43:57
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