Teach Yourself VISUALLY Salesforce.com, 2 by Davis, Justin -- Read -- Imperial Library of Trantor

Index

Cover Title Page Table of Contents Foreword Chapter 1: Introducing Salesforce

Choose an Edition of Salesforce Understanding the Home Page Customize the Home Page Create a New User Customize the Tabs Upload a Company Logo Create an App Understanding the Company Information Page Understanding the System Overview Page Modify the Fiscal Year Modify Business Hours Log a Technical Support Case Deactivate a User View the Learning Center

Chapter 2: Using the Sales Cloud

Create a New Lead Convert a Lead Create a New Account Create a New Contact Create a List View Create an Email Template Send a Single Email Send a Mass Email Create a New Opportunity Create Products Create Activities Modify a Quote Template Build a Quote Email a Quote Create a Web-to-Lead Form Create a Lead Assignment Rule Create a Lead Queue Create an Auto-Response Rule Create a Campaign

Chapter 3: Using the Service Cloud

Create a New Case Record Create Case Assignment Rules Create Case Escalation Rules Enable Solutions Create a Solution Attach a Solution to a Case Create a Web-to-Case Form Create an Email-to-Case Address

Chapter 4: Using the AppExchange

Introducing the AppExchange Find and Select an App Install an App Find a Developer Find a Consultant

Chapter 5: Configuring Reports and Dashboards

Understanding Report Formats Create a Leads Report Create a Contacts & Accounts Report Create an Opportunity Report Add Leads to a Campaign Create Report Charts Create a Custom Report Type Schedule Reports Create a Campaign Report Summarize Report Data Create a Joined Report Export Reports to Excel Add Grouping to Reports Create a Report Formula Understanding Dashboard Components Create a Dashboard Refresh a Dashboard Modify Columns on Dashboards Add a Filter to a Dashboard Manage Access to Reports Schedule a Dashboard Refresh Add a Report as a Dashboard Component Set Up Dynamic Dashboards Enable Dashboards for the iPad Modify Report and Dashboard Features Activate the Report Builder on Profiles

Chapter 6: Collaborating

Understanding Chatter Enable Chatter Enable Chatter Feeds on Accounts Configure Chatter Groups Create a Chatter Free User Set Up Email Notifications Install Chatter Desktop Enable Salesforce-to-Salesforce Configure Salesforce-to-Salesforce Share an Account Accept a Connection Enable Ideas Configure Ideas Themes Enable Social Contacts Enable Libraries and Content Customize Libraries and Content Upload Documents to Content Leave Feedback on Documents in Content Configure Salesforce1

Chapter 7: Configuring Security

View Object Security Change Default Record Access View the Role Hierarchy Configure Session Settings Create a New Role Enable Field History Configure the Password Policy Configure Network Access Configure Remote Site Settings Reset a Security Token Grant Login Access Create a Validation Rule Disable a Validation Rule Create an Account Sharing Rule Create a Public Group Modify Object Settings for Profiles Reset a Password Download the Setup Audit History Configure Account Field-Level Security Restrict Login IP Ranges Download a Secure Certificate Set Up Delegated Administration Modify User Roles and Profiles Modify Login Access Policies Set Up an Authentication Provider

Chapter 8: Managing Your Data

Import Leads Import Contacts and Accounts Using Mass Delete Install the Data Loader Import Records with the Data Loader Update Records with the Data Loader Delete Records with the Data Loader Export Records with the Data Loader Add a Field in the Schema Builder Schedule a Data Export Create a Sandbox Mass Transfer Records

Chapter 9: Configuring Workflow

Using Workflow Rules Create a Workflow Rule Create a Workflow Field Update Add a Field Update to a Rule Create a Workflow Task Link a Task to a Rule Create an Email Alert Add an Email Alert to a Rule

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