You are previewing Teach Yourself VISUALLY, 2nd Edition.
O'Reilly logo
Teach Yourself VISUALLY, 2nd Edition

Book Description

The highly visual, step-by-step guide to getting the most out of

Teach Yourself VISUALLY, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of You'll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly.

This book is your ultimate guide to optimizing capabilities, helping you leverage your data into added value for your business.

  • Choose the right edition to suit your needs

  • Master the latest and most helpful features

  • Personalize your system for a tailor-made CRM solution

  • Manage accounts, develop contacts, track inventory, and more

  • Table of Contents

      1. Cover
      2. Foreword
      3. Chapter 1: Introducing Salesforce
        1. Choose an Edition of Salesforce
        2. Understanding the Home Page
        3. Customize the Home Page
        4. Create a New User
        5. Customize the Tabs
        6. Upload a Company Logo
        7. Create an App
        8. Understanding the Company Information Page
        9. Understanding the System Overview Page
        10. Modify the Fiscal Year
        11. Modify Business Hours
        12. Log a Technical Support Case
        13. Deactivate a User
        14. View the Learning Center
      4. Chapter 2: Using the Sales Cloud
        1. Create a New Lead
        2. Convert a Lead
        3. Create a New Account
        4. Create a New Contact
        5. Create a List View
        6. Create an Email Template
        7. Send a Single Email
        8. Send a Mass Email
        9. Create a New Opportunity
        10. Create Products
        11. Create Activities
        12. Modify a Quote Template
        13. Build a Quote
        14. Email a Quote
        15. Create a Web-to-Lead Form
        16. Create a Lead Assignment Rule
        17. Create a Lead Queue
        18. Create an Auto-Response Rule
        19. Create a Campaign
      5. Chapter 3: Using the Service Cloud
        1. Create a New Case Record
        2. Create Case Assignment Rules
        3. Create Case Escalation Rules
        4. Enable Solutions
        5. Create a Solution
        6. Attach a Solution to a Case
        7. Create a Web-to-Case Form
        8. Create an Email-to-Case Address
      6. Chapter 4: Using the AppExchange
        1. Introducing the AppExchange
        2. Find and Select an App
        3. Install an App
        4. Find a Developer
        5. Find a Consultant
      7. Chapter 5: Configuring Reports and Dashboards
        1. Understanding Report Formats
        2. Create a Leads Report
        3. Create a Contacts & Accounts Report
        4. Create an Opportunity Report
        5. Add Leads to a Campaign
        6. Create Report Charts
        7. Create a Custom Report Type
        8. Schedule Reports
        9. Create a Campaign Report
        10. Summarize Report Data
        11. Create a Joined Report
        12. Export Reports to Excel
        13. Add Grouping to Reports
        14. Create a Report Formula
        15. Understanding Dashboard Components
        16. Create a Dashboard
        17. Refresh a Dashboard
        18. Modify Columns on Dashboards
        19. Add a Filter to a Dashboard
        20. Manage Access to Reports
        21. Schedule a Dashboard Refresh
        22. Add a Report as a Dashboard Component
        23. Set Up Dynamic Dashboards
        24. Enable Dashboards for the iPad
        25. Modify Report and Dashboard Features
        26. Activate the Report Builder on Profiles
      8. Chapter 6: Collaborating
        1. Understanding Chatter
        2. Enable Chatter
        3. Enable Chatter Feeds on Accounts
        4. Configure Chatter Groups
        5. Create a Chatter Free User
        6. Set Up Email Notifications
        7. Install Chatter Desktop
        8. Enable Salesforce-to-Salesforce
        9. Configure Salesforce-to-Salesforce
        10. Share an Account
        11. Accept a Connection
        12. Enable Ideas
        13. Configure Ideas Themes
        14. Enable Social Contacts
        15. Enable Libraries and Content
        16. Customize Libraries and Content
        17. Upload Documents to Content
        18. Leave Feedback on Documents in Content
        19. Configure Salesforce1
      9. Chapter 7: Configuring Security
        1. View Object Security
        2. Change Default Record Access
        3. View the Role Hierarchy
        4. Configure Session Settings
        5. Create a New Role
        6. Enable Field History
        7. Configure the Password Policy
        8. Configure Network Access
        9. Configure Remote Site Settings
        10. Reset a Security Token
        11. Grant Login Access
        12. Create a Validation Rule
        13. Disable a Validation Rule
        14. Create an Account Sharing Rule
        15. Create a Public Group
        16. Modify Object Settings for Profiles
        17. Reset a Password
        18. Download the Setup Audit History
        19. Configure Account Field-Level Security
        20. Restrict Login IP Ranges
        21. Download a Secure Certificate
        22. Set Up Delegated Administration
        23. Modify User Roles and Profiles
        24. Modify Login Access Policies
        25. Set Up an Authentication Provider
      10. Chapter 8: Managing Your Data
        1. Import Leads
        2. Import Contacts and Accounts
        3. Using Mass Delete
        4. Install the Data Loader
        5. Import Records with the Data Loader
        6. Update Records with the Data Loader
        7. Delete Records with the Data Loader
        8. Export Records with the Data Loader
        9. Add a Field in the Schema Builder
        10. Schedule a Data Export
        11. Create a Sandbox
        12. Mass Transfer Records
      11. Chapter 9: Configuring Workflow
        1. Using Workflow Rules
        2. Create a Workflow Rule
        3. Create a Workflow Field Update
        4. Add a Field Update to a Rule
        5. Create a Workflow Task
        6. Link a Task to a Rule
        7. Create an Email Alert
        8. Add an Email Alert to a Rule
      12. End User License Agreement