Cover; Copyright; Credits; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started with Salesforce; Overview of the Salesforce CRM; Client-server architecture; Pros and cons of the client-server architecture; Introducing Salesforce CRM; The architecture of Salesforce.com; Various products of Salesforce; Sales Cloud; Various editions of Sales Cloud; Service Cloud; Various editions of Service Cloud; Salesforce Chatter; Data.com; Various editions of Data.com; Work.com; Various editions of Work.com; Desk.com; Various editions of Desk.com.
ExactTarget Marketing CloudVarious editions of ExactTarget Marketing Cloud; Salesforce1; Various editions of Salesforce1; Salesforce.com
the most innovative company; Key problems with ancient sales processes; Key points for standardized sales performance processes; Using Salesforce to streamline your business; Improving collaboration in your organization; Creating a Salesforce developer account; Logging in to Salesforce.com; 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 AdministrationSetting up company information; Updating the company''s information; Locale setting; Salesforce.com newsletter and login notification settings; Corporate currency; Additional features; Viewing the licenses; User license type; Multiple currencies; Enabling a single currency; Enabling multiple currencies; Adding a new currency; Changing the corporate currency; Effects of enabling multi-currency; Fiscal year and its customization; Standard fiscal year; Custom fiscal year; Defining a new custom fiscal year.
Business hours setup and its effectSetting up the business hours and its effects; Holiday settings; Setting up the holiday settings; Associating holidays with business hours; Language settings and its importance; Personal settings; Organization''s default language settings; Fully supported languages; End user languages; Platform-only languages; The significance of roles and profiles; Significance of the role hierarchy; Creating the role hierarchy for your organization; Profiles; Types of profiles in Salesforce; Different types of standard profiles; Creating a custom profile.
Settings available under profilePermission sets; Settings available under permission sets; Creating permission sets; Deleting permission sets; Cloning permission sets; Setting up the users; Adding multiple users; Locking and unlocking users; Unlocking a user; Freezing a user''s account; Benefits of the login history; Groups and their uses; Creating a public group; Creating a personal group; Queues and their significance; Creating a queue; Personal setup; Editing personal information; Changing the password; Resetting the security token; Language and time zone setup; Grant account login access.