Salesforce CRM The Definitive Admin Handbook, 2nd Edition

426 Pages·2013·11.47 MB·English

by  Paul Goodey

Salesforce CRM: The Definitive
Admin Handbook
Second Edition
A comprehensive guide for the setup, configuration,
and customization of Salesforce CRM
Paul Goodey
BIRMINGHAM - MUMBAI
Salesforce CRM: The Definitive Admin Handbook
Second Edition
Copyright © 2013 Packt Publishing
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However, Packt Publishing cannot guarantee the accuracy of this information.
First published: October 2011
Second edition: July 2013
Production Reference: 1170713
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78217-052-5
www.packtpub.com
Cover Image by Suresh Mogre ([email protected])
Credits
Author Project Coordinator
Paul Goodey Rahul Dixit
Proofreaders
Reviewers
Maria Gould
Ankur Chopra
Paul Hindle
Sakthivel Thandavarayan
Acquisition Editor Indexer
Kunal Parikh Tejal Soni
Lead Technical Editor Graphics
Azharuddin Sheikh Abhinash Sahu
Technical Editors Production Coordinator
Prasad Dalvi Pooja Chiplunkar
Worrell Lewis
Cover Work
Larissa Pinto
Pooja Chiplunkar
Pushpak Poddar
About the Author
Paul Goodey is the author of Salesforce CRM Admin Cookbook by
Packt Publishing.
He has over 15 years' experience in developing web-technology solutions for
companies of all sizes across a variety of industries, and has been building solutions
with Salesforce CRM since 2006.
Paul has enjoyed a variety of roles while working with Salesforce CRM, having
worked as a developer, business analyst, consultant, and as a system administrator
to provide solutions for both in-house and consultancy-based end-users.
Based in the UK near London, Paul's professional qualifications include Salesforce.
com Certified Developer DEV-401. In his spare time, he is a keen runner, having
run several marathons and half-marathons since 2001.
Paul is a keen and active member of the salesforce.com administrator and
developer online community and can be found at LinkedIn at
http://www.linkedin.com/in/paulgoodey.
I enjoyed the time I spent working on the chapters in this book, and
I am grateful to the people who have contributed toward the creation
of the book.

My family and friends have been amazing; it is only with their
help and support that I have been able to complete my part of
this endeavor.

I would like to thank the team at salesforce.com for providing such
an amazing product in the first place. Salesforce CRM is one of the
very few business applications that is so easy and fun to work with.
The application just goes from strength to strength with each new
release and the amount of innovation, new feature development, and
added business value that it brings is simply outstanding.
Next, I would very much like to thank everyone at Packt Publishing
who have successfully orchestrated the completed work. From
the time when I was first approached, to the time of editing and
coordinating the final reviews, the team has been extremely
supportive and highly professional throughout the writing process.

I would like to thank all the people who have contributed with
feedback and suggestions. Instead of trying to name them all and
risk not mentioning others, I would like to thank in general all the
salesforce.com employees, professionals, and keen enthusiasts who
help make the salesforce.com community such a productive and
collaborative environment.

If you haven't participated in the salesforce.com online user
communities such as success.salesforce.com (where you can post
questions or ideas), developer.force.com, LinkedIn salesforce.com
user groups, and Twitter (look out for hash tags #salesforce and
#askforce), I would strongly recommend them, as they provide a
truly valuable platform to exchange information.

Finally, I would like to thank YOU for purchasing the book. I
sincerely hope you find it as enjoyable and useful to read as it has
been to write!
About the Reviewers
Ankur Chopra is a Salesforce Certified Administrator and has been working on
Salesforce for the past three years. He has rich experience in data migration, user
training, and user adoption.
Ankur has worked with companies such as British Gas, VMware, RackSpace, and is
currently employed with DMG :: Events in London. He can be reached on his e-mail
ID [email protected].
He states that this book is clearly a step forward to clear the Salesforce 201 certification.
I would like to thank the writer of the book, Paul Goodey, and Packt
Publishing for giving me this fantastic opportunity.
Sakthivel Thandavarayan, based in India (a Tamilian), has years of experience
in MSSQL Sever database solutions for companies of all sizes across a variety of
industries, and has been building solutions with Salesforce CRM since 2009.
He holds a Bachelor's degree in Electronics and Communication Engineering. He
was always interested in computers, utilities, software, hacking, and tools. He got an
opportunity to work in the IT field, became a database admin, and after some years,
was suddenly attracted by cloud computing technology and Salesforce; he currently
works with Salesforce CRM and is very passionate about it.
He maintains a blog at salesforceX.com, and can be reached on his e-mail ID
[email protected].
He also owns and moderates the Hyperactive Salesforce Google+ Community, at
https://plus.google.com/communities/112913878984525867679.
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Table of Contents
Preface 1
Chapter 1: Organization Administration 7
User login and authorization 8
Does the user's profile have any login restrictions? 8
Login hour restrictions 8
IP address restrictions 9
Does the user's IP address appear within your organization's trusted
IP address list? 10
Trusted IP range 10
Has the user been activated from this IP address before? 11
Does the user's web browser have a valid cookie stored
from Salesforce? 11
Computer activation process 12
User interface 12
API or a desktop client 14
Establishing your company profile within Salesforce 15
Company information and primary contact details 15
Default language, locale, and time zone 16
Default language 16
Default locale 17
Default time zone 17
License information 17
Currencies and conversion rates 17
Single currency 18
Multiple currencies 18
Fiscal year settings 21
Standard fiscal years 21
Custom fiscal years 21