Salesforce CRM-the definitive admin handbook learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques
Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design consideration...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England ; Mumbai, India :
Packt Publishing
2016.
|
| Edición: | Fourth edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009630299906719 |
Tabla de Contenidos:
- Cover
- Copyright
- Credits
- About the Author
- Acknowledgments
- About the Reviewer
- www.PacktPub.com
- Table of Contents
- Preface
- Chapter 1: Setting up Salesforce CRM and the Company Profile
- The Salesforce Setup menu
- 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
- SMS text message verification code
- Email message verification code
- API or a desktop client
- Establishing your company profile within Salesforce
- Company 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
- Active Currencies
- Manage Currencies
- Dated exchange rates
- Fiscal year settings
- Standard fiscal years
- Custom fiscal years
- Language settings
- User interface and supported browsers
- User interface
- Supported browsers
- Salesforce Classic 2005
- Salesforce Classic 2010
- Lightning Experience
- User Interface settings
- Enable Collapsible Sections
- Show Quick Create
- Enable Hover Details
- Enable Related List Hover Links
- Enable Separate Loading of Related Lists
- Enable Separate Loading of Related Lists of External Objects
- Enable Inline Editing
- Enable Enhanced Lists
- Enable the Salesforce Classic 2010 user interface theme
- Enable Tab Bar Organizer
- Enable Printable List Views
- Enable Customization of Chatter User Profile Pages.
- Enable Salesforce Notification Banner
- Disable Lightning Experience IE11 Support Deprecation Notification
- 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 Click-And-Create Events on Calendar Views
- Enable Drag-And-Drop Scheduling on List Views
- Enable Hover Links for My Tasks List
- Name settings
- Enable Middle Names for Person Names
- Enable Name Suffixes for Person Names
- Setup settings
- Enable Enhanced Page Layout Editor
- Enable Enhanced Profile List Views
- The Enable Enhanced Profile User Interface option
- Enable Streaming API
- Enable Dynamic Streaming Channel Creation
- Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners User Permissions
- Enable Custom Object Truncate
- Enable Improved Setup User Interface
- Enable Advanced Setup search
- Advanced settings
- Activate Extended Mail Merge
- Always Save Extended Mail Merge Documents to the Documents tab
- Search overview and settings
- 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 English-Only Spell Correction for Knowledge Search
- Enable Sidebar Search Auto-Complete
- Enable Single-Search-Result Shortcut
- Number of Search Results Displayed Per Object
- Lookup Settings
- Enhanced lookups
- Lookup Auto-Completion
- Questions to test your knowledge
- Questions
- Question 1 - user login and authentication.
- Question 2 - company profile
- Question 3 - fiscal years
- Question 4 - user interface
- Answers
- Answer 1 - user login and authentication
- Answer 2 - company profile
- Answer 3 - fiscal years
- Answer 4 - user interface
- Summary
- Chapter 2: Managing Users and Controlling System Access
- Introduction to record ownership, profiles, and sharing
- Record owner
- Profiles and sharing
- Profiles
- Contract manager
- Marketing user
- Solution manager
- Standard user
- System administrator
- Sharing
- Roles
- Permission Sets
- Creating Permission Sets
- Profile and permission sets summary
- Managing users in Salesforce CRM
- Creating new user records
- Saving new user records
- Viewing new user records
- 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
- Freezing user accounts
- Password management
- Resetting passwords
- Expiring passwords
- Controlling system access
- Password policies
- User passwords expiration period
- Enforce password history
- Minimum password length
- Password complexity requirement
- Password question requirement
- Maximum invalid login attempts
- Lockout effective period
- Obscure secret answer for password resets
- Require a minimum one day password lifetime
- Forgot Password or Locked Account Assistance
- Message
- Help link
- API only user settings
- Alternative Home Page
- Session management
- Session timeout
- Timeout value
- Disable session timeout warning popup
- Force logout on session timeout
- Session settings
- Lock sessions to the IP address from which they originated
- Lock sessions to the domain in which they were first used
- Require secure connections (HTTPS).
- Force relogin after Login-As-User
- Require HttpOnly attribute
- Use POST requests for cross-domain sessions
- Enforce login IP ranges on every request
- Caching
- Enable caching and autocomplete on login page
- Enable secure and persistent browser caching to improve performance
- Enable user switching
- Remember Me until logout
- Identity verification
- Enable the SMS method of identity verification
- Require security tokens for API logins from callouts (API version 31.0 and earlier)
- Allow location-based automated verifications with Salesforce Authenticator
- Allow only from trusted IP addresses
- Lightning Login
- Allow Lightning Login
- Clickjack protection
- Enable clickjack protection for setup pages
- Enable clickjack protection for non-setup Salesforce pages
- Enable clickjack protection for customer Visualforce pages with standard headers
- Enable clickjack protection for customer Visualforce pages with headers disabled
- Cross-Site Request Forgery (CSRF) protection
- Enable CSRF protection on GET requests on non-setup pages
- Enable CSRF protection on POST requests on non-setup pages
- Content Security Policy protection
- Session security levels
- Logout page settings
- Logging in as another user
- Creating a guide to help users grant login access to you
- Creating custom user fields
- Salesforce.com Health Check
- Health Check Score
- The Salesforce Baseline standard
- Questions to test your knowledge
- Questions
- Question 1 - standard profiles
- Question 2 - permission sets
- Question 3 - User records
- Question 4 - Password Policies
- Answers
- Answer 1 - standard profiles
- Answer 2 - permission sets
- Answer 3 - user records
- Answer 4 - password policies
- Summary
- Chapter 3: Configuring Objects and Apps
- The relationship between a profile and the features that it controls
- Objects.
- Standard objects
- Custom objects
- Fields
- Standard fields
- Custom fields
- Object relationships
- Apps
- Standard apps
- Custom apps
- Subtab apps
- Tabs
- Hiding and showing tabs
- Standard tabs
- Custom tabs
- Renaming labels for standard tabs, standard objects, and standard fields
- Creating custom objects
- Object Limits
- Object Limits for standard objects
- Object Limits for custom objects
- Creating custom object relationships
- Creating custom fields
- Custom field data types
- Auto Number
- Checkbox
- Currency
- Date
- Date/Time
- Formula
- Geolocation
- Lookup relationship
- Master-detail relationship
- External lookup relationship
- Hierarchical relationship
- Number
- Percent
- Phone
- Picklist
- Picklist (Multi-select)
- Roll-up summary
- Text
- Text (Encrypted)
- Text Area
- Text Area (Long)
- Text Area (Rich)
- URL
- Dependent picklists
- Building relationship fields
- Lookup relationship options
- Master-detail relationship options
- Allow reparenting option
- Lookup filters
- Building formulas
- Basic formula
- Advanced formula
- Building formulas - best practices
- Formatting with carriage returns and spacing
- Commenting
- Building formula text and compiled character size limits
- Using algebra
- Formula field size limit workarounds
- Custom field governance
- Addressing the issue
- More generic field names
- Field history tracking
- Custom objects to store dated information
- Chatter
- Page layouts
- Creating and modifying a page layout
- Feed-based page layouts
- Feed Tracking
- Creating feed-based page layouts
- Feed View Options
- Enable Full-Width Feed View in the Console
- Enable Compact Feed View in the Console
- Highlight Externally Visible Feed Items
- Publisher options - Automatically Collapse Publisher
- Other Tools and Components.
- Custom Components.
