更新时间：2021-09-03 09:43:57
封面
版权页
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
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
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
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
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
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
Chapter 8. Reports and Dashboards in Salesforce
