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Salesforce CRM [[electronic resource] ] : the definitive admin handbook / / Paul Goodey
| Salesforce CRM [[electronic resource] ] : the definitive admin handbook / / Paul Goodey |
| Autore | Goodey Paul |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (426 p.) |
| Soggetto topico |
Customer relations - Management - Data processing
Marketing - Management - Data processing Sales management - Data processing Salesforce (Online service) |
| Soggetto genere / forma | Electronic books. |
| ISBN | 1-78217-053-7 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910463116303321 |
Goodey Paul
|
||
| Birmingham, UK, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Salesforce CRM [[electronic resource] ] : the definitive admin handbook / / Paul Goodey
| Salesforce CRM [[electronic resource] ] : the definitive admin handbook / / Paul Goodey |
| Autore | Goodey Paul |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (426 p.) |
| Soggetto topico |
Customer relations - Management - Data processing
Marketing - Management - Data processing Sales management - Data processing Salesforce (Online service) |
| ISBN | 1-78217-053-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910787558603321 |
|
Goodey Paul
|
||
| Birmingham, UK, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Salesforce CRM : the definitive admin handbook / / Paul Goodey
| Salesforce CRM : the definitive admin handbook / / Paul Goodey |
| Autore | Goodey Paul |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (426 p.) |
| Disciplina | 004.62 |
| Soggetto topico |
Customer relations - Management - Data processing
Marketing - Management - Data processing Sales management - Data processing Salesforce (Online service) |
| ISBN | 1-78217-053-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- Salesforce CRM: The Definitive Admin Handbook Second Edition -- Table of Contents -- Salesforce CRM: The Definitive Admin Handbook Second Edition -- Credits -- About the Author -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Instant Updates on New Packt Books -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 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 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 -- 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 Lists -- Enable the New User Interface Theme -- Enable Tab Bar Organizer -- Enable Printable List Views.
Enable Spell Checker -- Enable Spell Checker on tasks and events -- 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 -- 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 tab -- Search 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 lookups -- Lookup Autocompletion -- Summary -- 2. User Management in Salesforce CRM -- Introduction to record ownership, profiles, and sharing -- Record owner -- Profiles and sharing -- Profiles -- Sharing -- Roles -- Permission sets -- Creating Permission sets -- 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 -- Enforce password history -- Minimum password length -- Password complexity requirement -- Password question requirement -- Maximum invalid login attempts -- Lockout effective period -- Forgot Password or Locked Account Assistance -- Message -- Help link -- API Only User settings -- Logging in as another user -- How-to guide to help users grant login access to you -- Creating custom user fields -- Summary -- 3. Configuration in Salesforce CRM -- 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 -- Tabs -- Hiding and showing tabs -- Standard tabs -- Custom tabs -- Renaming labels for standard tabs, standard objects, and standard fields -- Creating custom objects -- Object Limits -- Standard objects -- Custom objects -- Creating custom object relationships -- Creating custom fields -- Custom-field data types -- Auto Number -- Checkbox -- Currency -- Date -- Date/Time -- Email -- Formula -- Geolocation -- Lookup relationship -- Master-detail 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 -- Clear the value of this field -- Don't allow deletion of the lookup record that's part of a lookup relationship -- Delete this record also -- 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 -- Milestone objects -- Chatter -- Page layouts -- Creating and modifying a page layout -- Record types -- Creating a record type -- Related lists -- List views -- Force.com Quick Access Menu -- Summary -- 4. Data Management -- Data access security model -- Organization-wide sharing defaults (OWD) -- OWD access level actions -- Public Full Access (Campaigns only) -- Public Read/Write/Transfer (Cases or Leads only) -- Public Read/Write -- Public Read Only -- Private -- No Access, View Only, or Use (Price Book only) -- Granting access using hierarchies -- Controlled by Parent -- Granting users additional access -- Permission sets -- Creating the permission set from the Permission Set edit page -- Assigning the user to the permission set from the User edit page -- Role hierarchy -- Show in tree view -- Show in sorted list view -- Show in list view -- Organization-wide defaults and sharing rules -- Sharing rules -- Account sharing rules -- Account territory sharing rules -- Campaign sharing rules -- Case sharing rules -- Contact sharing rules -- Lead sharing rules -- Opportunity sharing rules -- Custom object sharing rules -- Groups -- Public groups -- Personal groups -- Effects of adding or modifying sharing rules -- Criteria-based sharing -- Manual sharing rules -- Queues -- Sharing access diagram -- Data validation -- Data validation rules -- Field description section -- Error condition formula section -- Error message section -- Dependent picklists -- Dependent and controlling picklists -- Dependent picklist considerations -- Controlling fields -- Dependent fields -- Standard picklist fields -- Default values. Converting fields -- Field-level security -- Page layouts -- Record types -- Importing data -- Importing and exporting data -- Import wizard -- Data Loader -- Data Loader and import wizards compared -- Best practice for mass data updating -- Weekly export -- Field sets -- Folders -- Recycle Bin -- Data storage utilization -- Summary -- 5. Data Analytics with Reports and Dashboards -- Reports -- Report and Dashboard Folders -- Creating reports -- Standard report types -- Administrative reports -- Custom report types -- Creating custom report types -- Defining custom report types -- Step 1 - Defining the Custom Report Type template -- Step 2 - Defining report records set -- Edit layout -- Running reports -- Printing and exporting reports -- Report considerations -- Running large reports -- Report timeout warning -- Exporting reports to the background -- User verification test -- Report builder -- The Fields pane -- The Filters pane -- The Preview pane -- Report formats -- The Tabular report format -- The Summary report format -- The Matrix report format -- The Joined report format -- Groupings -- Summary fields -- Conditional highlighting -- Custom summary formulas -- Bucket fields -- Changing the report format -- Dashboards -- Dashboard component types -- Chart -- Gauge -- Metric -- Table -- Visualforce page -- Creating dashboards -- Dynamic dashboards -- Setting up dynamic dashboards -- Customizing dashboards -- Setting the running user -- Column-level controls -- Component-level controls -- Setting dashboard properties -- Deleting dashboards -- Printing dashboards -- Summary -- 6. Implementing Business Processes in Salesforce CRM -- Workflow rules and approval processes -- Workflow and approval actions -- Configuring e-mail alerts for workflow rules and approval processes -- Organization-wide e-mail addresses. Configuring tasks for workflow rules and approval processes. |
| Record Nr. | UNINA-9910815218303321 |
|
Goodey Paul
|
||
| Birmingham, UK, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Salesforce CRM admin cookbook [[electronic resource] /] / Paul Goodey
| Salesforce CRM admin cookbook [[electronic resource] /] / Paul Goodey |
| Autore | Goodey Paul |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Publishing, 2013 |
| Descrizione fisica | 1 online resource (266 p.) |
| Disciplina | 005.72 |
| Soggetto topico |
Salesforce (Online service)
Marketing - Management - Data processing Customer relations - Management - Data processing Sales management - Data processing |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-299-44113-0
1-84968-425-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgement; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Working with Home Page Components and Custom Links; Introduction; Creating a Personal Setup link using the standard Custom Links on the sidebar; Using Custom Links to open Training in a new window from the sidebar; Creating a news-ticker message on the Home Page; Automatically collapsing Chatter feeds on the home page; Removing Chatter feeds on the home page; Adding a Send An Email button on the Home Page
Showing Opportunity Sales Stages descriptions on the home page Chapter 2: Advanced User Interface; Introduction; Displaying Case Priority flags using a formula field and salesforce.com images; Building an Account Revenue indicator using a formula field and custom images; Creating a clutter-free Account tab using Visual force; Showing a tabbed Account Detail page using Visual force; Rendering an Account credit score graphically using JavaScript, CSS,; and Visual force; Presenting an Account credit score graphically using a Google image chart; Chapter 3: Exposing Hacks and Hidden Features Introduction Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce; Populating a historic year range from 1920 on calendar pop ups for all date fields in Salesforce; Creating a custom Log A Call button from accounts with prepopulated fields; Presenting an integrated view of cases on the home page; Removing the ""discover what's new in this release"" button from the home page; Chapter 4: Automating Salesforce CRM; Introduction; Deriving year and month values from the opportunity close date using a formula Calculating the week number for the opportunity close date using a formula Creating an opportunity close date e-mail alert using workflow; Setting a default opportunity name using a field update workflow; Generating a default opportunity close date using a field update workflow; Chapter 5: Improving Data Quality in Salesforce CRM; Introduction; Stopping non-system administrators from changing account names with a; validation rule; Enforcing the use of two-letter account country codes using a validation rule; Validating if US zip codes are well formed using a validation rule with REGEX Validating if UK postcodes are well formed using a validation rule with REGEX Creating a mandatory Reason Lost field for lost opportunities using a validation rule; Chapter 6: Implementing Approval Processes; Introduction; Creating an e-mail template for use with approval assignments; Setting up a user to be associated with an approval process; Building an opportunity approval process for deals greater than USD 100,000; Chapter 7: Productivity Tools for Superusers and Advanced Administration; Introduction; Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field Generating help pages for custom objects using Visualforce and a PDF document |
| Record Nr. | UNINA-9910453135103321 |
|
Goodey Paul
|
||
| Birmingham, UK, : Packt Publishing, 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Salesforce CRM admin cookbook [[electronic resource] /] / Paul Goodey
| Salesforce CRM admin cookbook [[electronic resource] /] / Paul Goodey |
| Autore | Goodey Paul |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Publishing, 2013 |
| Descrizione fisica | 1 online resource (266 p.) |
| Disciplina | 005.72 |
| Soggetto topico |
Salesforce (Online service)
Marketing - Management - Data processing Customer relations - Management - Data processing Sales management - Data processing |
| ISBN |
1-299-44113-0
1-84968-425-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgement; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Working with Home Page Components and Custom Links; Introduction; Creating a Personal Setup link using the standard Custom Links on the sidebar; Using Custom Links to open Training in a new window from the sidebar; Creating a news-ticker message on the Home Page; Automatically collapsing Chatter feeds on the home page; Removing Chatter feeds on the home page; Adding a Send An Email button on the Home Page
Showing Opportunity Sales Stages descriptions on the home page Chapter 2: Advanced User Interface; Introduction; Displaying Case Priority flags using a formula field and salesforce.com images; Building an Account Revenue indicator using a formula field and custom images; Creating a clutter-free Account tab using Visual force; Showing a tabbed Account Detail page using Visual force; Rendering an Account credit score graphically using JavaScript, CSS,; and Visual force; Presenting an Account credit score graphically using a Google image chart; Chapter 3: Exposing Hacks and Hidden Features Introduction Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce; Populating a historic year range from 1920 on calendar pop ups for all date fields in Salesforce; Creating a custom Log A Call button from accounts with prepopulated fields; Presenting an integrated view of cases on the home page; Removing the ""discover what's new in this release"" button from the home page; Chapter 4: Automating Salesforce CRM; Introduction; Deriving year and month values from the opportunity close date using a formula Calculating the week number for the opportunity close date using a formula Creating an opportunity close date e-mail alert using workflow; Setting a default opportunity name using a field update workflow; Generating a default opportunity close date using a field update workflow; Chapter 5: Improving Data Quality in Salesforce CRM; Introduction; Stopping non-system administrators from changing account names with a; validation rule; Enforcing the use of two-letter account country codes using a validation rule; Validating if US zip codes are well formed using a validation rule with REGEX Validating if UK postcodes are well formed using a validation rule with REGEX Creating a mandatory Reason Lost field for lost opportunities using a validation rule; Chapter 6: Implementing Approval Processes; Introduction; Creating an e-mail template for use with approval assignments; Setting up a user to be associated with an approval process; Building an opportunity approval process for deals greater than USD 100,000; Chapter 7: Productivity Tools for Superusers and Advanced Administration; Introduction; Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field Generating help pages for custom objects using Visualforce and a PDF document |
| Record Nr. | UNINA-9910779404603321 |
|
Goodey Paul
|
||
| Birmingham, UK, : Packt Publishing, 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Salesforce CRM admin cookbook / / Paul Goodey
| Salesforce CRM admin cookbook / / Paul Goodey |
| Autore | Goodey Paul |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Publishing, 2013 |
| Descrizione fisica | 1 online resource (266 p.) |
| Disciplina | 005.72 |
| Soggetto topico |
Salesforce (Online service)
Marketing - Management - Data processing Customer relations - Management - Data processing Sales management - Data processing |
| ISBN |
1-299-44113-0
1-84968-425-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgement; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Working with Home Page Components and Custom Links; Introduction; Creating a Personal Setup link using the standard Custom Links on the sidebar; Using Custom Links to open Training in a new window from the sidebar; Creating a news-ticker message on the Home Page; Automatically collapsing Chatter feeds on the home page; Removing Chatter feeds on the home page; Adding a Send An Email button on the Home Page
Showing Opportunity Sales Stages descriptions on the home page Chapter 2: Advanced User Interface; Introduction; Displaying Case Priority flags using a formula field and salesforce.com images; Building an Account Revenue indicator using a formula field and custom images; Creating a clutter-free Account tab using Visual force; Showing a tabbed Account Detail page using Visual force; Rendering an Account credit score graphically using JavaScript, CSS,; and Visual force; Presenting an Account credit score graphically using a Google image chart; Chapter 3: Exposing Hacks and Hidden Features Introduction Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce; Populating a historic year range from 1920 on calendar pop ups for all date fields in Salesforce; Creating a custom Log A Call button from accounts with prepopulated fields; Presenting an integrated view of cases on the home page; Removing the ""discover what's new in this release"" button from the home page; Chapter 4: Automating Salesforce CRM; Introduction; Deriving year and month values from the opportunity close date using a formula Calculating the week number for the opportunity close date using a formula Creating an opportunity close date e-mail alert using workflow; Setting a default opportunity name using a field update workflow; Generating a default opportunity close date using a field update workflow; Chapter 5: Improving Data Quality in Salesforce CRM; Introduction; Stopping non-system administrators from changing account names with a; validation rule; Enforcing the use of two-letter account country codes using a validation rule; Validating if US zip codes are well formed using a validation rule with REGEX Validating if UK postcodes are well formed using a validation rule with REGEX Creating a mandatory Reason Lost field for lost opportunities using a validation rule; Chapter 6: Implementing Approval Processes; Introduction; Creating an e-mail template for use with approval assignments; Setting up a user to be associated with an approval process; Building an opportunity approval process for deals greater than USD 100,000; Chapter 7: Productivity Tools for Superusers and Advanced Administration; Introduction; Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field Generating help pages for custom objects using Visualforce and a PDF document |
| Record Nr. | UNINA-9910818502603321 |
|
Goodey Paul
|
||
| Birmingham, UK, : Packt Publishing, 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
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 / / Paul Goodey
| 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 / / Paul Goodey |
| Autore | Goodey Paul |
| Edizione | [Fourth edition.] |
| Pubbl/distr/stampa | Birmingham, England ; ; Mumbai, India : , : Packt Publishing, , 2016 |
| Descrizione fisica | 1 online resource (635 pages) : illustrations |
| Disciplina | 658.81202856312 |
| Soggetto topico |
Customer relations - Management - Data processing
Sales management - Data processing Marketing - Management - Data processing |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910156170303321 |
|
Goodey Paul
|
||
| Birmingham, England ; ; Mumbai, India : , : Packt Publishing, , 2016 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||