Salesforce.

com Certified Administrator

Study Guide
Winter ‘11

training & CertifiCation

Salesforce.com Certified administrator – Study guide ( Winter ‘11)

Contents
Section 1. Section 2. Section 3. Section 4. Section 5. Section 6. Section 7. Section 8. Section 9. Section 9-1. Section 9-2. Section 9-3. Section 9-4. Section 9-5. Section 9-6. Section 9-7. Section 9-8. Section 9-9. Section 9-10. Section 9-11. Section 9-12. Section 9-13. Section 9-14. Section 9-15. Section 9-16. Section 9-17. Section 9-18. Section 9-19. Section 9-20. Section 9-21. Section 9-22. Section 9-23. Section 9-24. Section 9-25. Section 9-26. Section 9-27. Section 9-28. Section 9-29. Section 9-30. Purpose of this Study Guide ...........................................................................................1 Audience Description: Salesforce.com Certified Administrator .................................1 About the Exam................................................................................................................2 Recommended Training ..................................................................................................2 Exam Outline ....................................................................................................................2 Sample Exam Questions..................................................................................................6 Answers to Sample Exam Questions..............................................................................8 Maintaining a Certification .............................................................................................8 Supplemental Study Material.........................................................................................8 Security and identity Confirmation ..........................................................................................................8 Customizing Your Display.............................................................................................................................10 enabling Custom fiscal Years ......................................................................................................................10 Managing email templates..........................................................................................................................11 Managing record types................................................................................................................................13 Setting field-Level Security .........................................................................................................................13 Custom field types .........................................................................................................................................14 Mapping Custom Lead fields .....................................................................................................................16 Changing the Label of a Standard object .............................................................................................17 User fields ...........................................................................................................................................................18 transferring records .......................................................................................................................................21 Setting Up Web-to-Lead ...............................................................................................................................22 exporting Backup Data..................................................................................................................................23 refreshing Dashboard Data ........................................................................................................................25 Scheduling a Dashboard refresh ..............................................................................................................25 general Permissions .......................................................................................................................................27 Search fields ......................................................................................................................................................30 Defining Custom report types ..................................................................................................................30 Updating Campaign History .......................................................................................................................32 Displaying and editing Campaigns ..........................................................................................................34 Deleting Cases...................................................................................................................................................35 What is the automated Case User used for?.........................................................................................35 Categorizing Solutions ..................................................................................................................................35 Creating Custom object tabs .....................................................................................................................36 Creating events .................................................................................................................................................37 organization-Wide Default Sharing rule for Calendar access ......................................................40 Creating Custom List Views .........................................................................................................................41 enabling territory Management................................................................................................................45 google adWords ..............................................................................................................................................45 Creating and Modifying Presentations in Salesforce CrM Content ............................................46

training & CertifiCation

Salesforce.com Certified administrator – Study guide ( Winter ‘11)

Section 1.

This study guide is designed to help you evaluate whether you’re ready to successfully complete the Salesforce.com Certified Administrator exam. This guide provides information about recommended training from Salesforce.com Training and Certification, a complete list of exam objectives, supplemental study material, and several sample exam items—all with the intent of helping you achieve a passing score. Salesforce.com highly recommends a combination of course attendance and self-study to maximize your chances of passing the exam.

Purpose of this Study Guide

Section 2.

The Salesforce.com Certified Administrator exam is intended for an individual who has experience performing as a Salesforce CRM administrator, including practical application of the skills and concepts noted in the exam outline below. The candidate has successfully completed the Administration Essentials course (ADM 201) from salesforce.com or an Authorized Training Center or possesses the equivalent experience and knowledge. The candidate also has invested time in studying the materials from this course and the additional required study materials provided by salesforce.com. The candidate may administer only a few of the Salesforce CRM applications, but should have a general knowledge of the breadth of applications, the features/functions available to an end user, and the configuration and management options available to an administrator across the sales force automation, marketing automation, and service/call center applications. The candidate should be capable of performing administration functions and using Salesforce CRM features as described in the exam objectives in the current version of Salesforce CRM applications. The candidate should be able to perform the tasks outlined in the exam objectives successfully. These include (but are not limited to) the administrative features of the items listed below. The candidate should be able to:

Audience Description: Salesforce.com Certified Administrator

▪ ▪ ▪ ▪ ▪ ▪

Configure identity confirmation/login restrictions Configure user interface settings Configure the Company Profile Customize profiles; create custom fields Work with standard objects, business processes, and field-level security Create/modify: • Dependent picklists • Lookup fields • Formula fields • Roll-up summary fields • Page layouts • Record types Set security and access rights, including organization-wide defaults, roles, role hierarchy, sharing rules, public groups, Sales, Account, and Case teams, and folders Set up Workflow and Workflow Approval processing Perform data validation and use data utilities, including the Data Loader and Mass Delete Configure/use standard reports, custom reports, and custom report types
1

▪ ▪ ▪ ▪

training & CertifiCation

Salesforce.com Certified administrator – Study guide ( Winter ‘11)

▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪

Configure/use dashboards and dashboard components Print and export reports; email and schedule reports and dashboard refresh Set up Marketing campaigns, campaign hierarchies, lead queues, assignment rules, and Web-to-lead and auto-response rules Configure campaign measurement, campaign influence, and lead conversion Set up Salesforce Console functionality and navigation Configure custom objects, applications, and tabs Install/uninstall packages from the AppExchange Manage tasks, events, public calendars, and multiday events Cases, case hierarchies, case queue, Web-to-case, and email-to-case Case escalation and auto-response rules and assignment rules Solutions and solution categories  Self-service portal Client management, territory management, and advanced currency management setup Products and price books

The candidate should be able to describe the capabilities of:

Section 3.

The Salesforce.com Certified Administrator exam has the following characteristics: Content: 60 multiple-choice/multiple-select questions Time allotted to complete the exam: 90 minutes Passing score: 67 percent References: No hard-copy or online materials may be referenced during the exam. Prerequisites: None required; course attendance highly recommended

About the Exam

Section 4.

Salesforce.com Training and Certification recommends the following course as preparation for this exam: Administration Essentials (ADM 201). To register, go to: http://www.salesforce.com/training

Recommended Training

Section 5.

The Salesforce.com Certified Administrator exam measures a candidate’s knowledge and skills related to the objectives listed below. A candidate should have hands-on experience administering Salesforce CRM and have demonstrated the application of each of the following features/functions.

Exam Outline

Objective
Salesforce CRM Overview
Describe the software-as-a-service (SaaS) model List and describe the different Salesforce applications List and describe the standard objects

Weighting
3%

training & CertifiCation

2

Salesforce.com Certified administrator – Study guide ( Winter ‘11)

Identity Confirmation (setting login restrictions)
Describe the identity Confirmation feature Describe the differences between logging in through the aPi versus the Ui explain the concept of Login Hours and Login iP ranges add and delete an iP range Describe the methods to allow access to the application

2%

Navigation – User Interface (UI) Settings
identify specific areas of the Salesforce Home tab Configure Search settings for your organization Customize the tabs a user can access or select from tab settings Locate, identify, and explain the Ui features an administrator controls

3%

Organization Administration
List what information is included in the Company Profile List the places where Currency is specified Describe the effect of changing your company’s default time Zone, Currency, Locale, and Language Describe the effect of enabling the Custom fiscal Year setting Create and manage letterheads and email templates

5%

Customization
Describe a Profile explain what a Profile controls List the Standard Profiles List the features available for managing profiles evaluate when to create a Custom Profile explain the differences between a Custom field and a Standard field List the different types of Custom fields Set up a Custom field Map Custom Lead fields re-label a Standard object List objects for which you can enable fields History tracking Define the dependencies when using a Dependent Picklist Create and modify a Dependent Picklist Describe the capabilities of Custom Lookup fields Create and modify a Lookup field Describe the capabilities of formula fields Create and modify a formula field Describe roll-up Summary fields Create and modify a roll-up Summary field Describe the elements within a Page Layout Create and modify a Page Layout Create, customize, and print a List view Customize a related List Describe how to use record types Create and modify a record type List the objects that require a business process explain how field-Level Security affects page layouts and visibility Set up field-Level Security

17%

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3

com Certified administrator – Study guide ( Winter ‘11) Security & Access List the information captured on the User record Create and maintain User records explain the record owner concept Describe the elements of the Sharing model Describe the scope and capabilities of organization-Wide Defaults explain how access is granted through the role Hierarchy Set up organization-Wide Defaults Describe the use of roles Build a role Hierarchy assign users to roles Mass-transfer records from one user to another List the objects that may have Sharing rules Build Sharing rules Share records manually Describe the use cases of Public groups and where to use them Compare and contrast Sales with account teams List the places to use folders Describe how folder access differs from record access Create folders to organize and provide access to data 13% Workflow explain how Salesforce implements Workflow and when to use Salesforce Workflow List and describe use cases for the four Workflow actions explain the capabilities and settings of a Workflow rule Describe the differences between immediate and time-dependent Workflow actions Set up a Workflow rule and associated actions 5% Workflow Approval Processing Define the basics of the Workflow approval Process Compare and contrast the approval Processes versus Workflow List the differences between the Jump Start Wizard and the Standard approval Process Wizard explain how to route approvals Create. modify.Salesforce. and test the approval Process identify the settings in creating Workflow approval Processing 3% Data Validation Define Data Validation List common use cases for Data Validation Describe when Data Validation rules are enforced Create Data Validation rules 3% Data Utilities Describe the function of an external iD List and describe the different tools and use cases for data migration Update existing data via import Define when to use the Data Loader List the functions of the Data Loader Mass Update records 5% training & CertifiCation 4 .

Web-to-Lead.com Certified administrator – Study guide ( Winter ‘11) Data Utilities (continued) Mass Delete records Describe the capabilities of the recycle Bin request and download a weekly export explain how Salesforce allocates storage 5% Analytics Describe the administrative restrictions on Standard reports run a Standard report Create a Custom report Search for Custom reports and Dashboards explain the differences among report types explain Custom report types Create charts to display report results Use advanced filter criteria to narrow report results Create Custom Summary formulas for Summary reports Choose settings for Conditional Highlighting Describe the capabilities and purpose of a Dashboard List Dashboard component types Create a Dashboard and add components to it Print and export reports email and schedule reports and Dashboard refresh Define running User and how it affects the Dashboard results 13% Marketing Administration Define a Campaign Describe when to use Campaign Hierarchies Create a Campaign targeting both existing customers and new Leads List the features used to create an automated Campaign List the methods to associate Leads and Contacts to a Campaign Describe how to use Lead Queues to manage Leads Describe how to use a Lead assignment rule to assign and route Leads Describe the use cases for Web-to-Lead Describe the functionality of a Lead auto-response rule Build a Lead Queue. assignment rule. and corresponding auto-response rule Measure Campaign results Describe the process and effects of converting a Lead 5% Service & Support Administration Define a Case Describe use cases for Case Hierarchies Describe how to use Case Queues to manage Cases Describe how to use a Case assignment rule to assign and route Cases Describe use cases for Web-to-Case Describe uses cases for email-to-Case Describe the functionality of the Case escalation rule Describe the functionality of the Case auto-response rule Describe the functionality of the Business Hours 5% training & CertifiCation 5 .Salesforce.

Salesforce. including Business Hours. assignment rule. and corresponding auto-response rule Describe use cases for Case teams 5% Salesforce Console Describe the functionality of the Salesforce Console Describe the components of the Console tab Set up the Salesforce Console navigate within the Salesforce Console 2% Custom Objects. but should be used to become familiar with the types of questions on the exam. These questions are not designed to test your readiness to successfully complete the certification exam. Sample Exam Questions training & CertifiCation 6 . Web-to-Case. The following questions are representative of those on the Salesforce. The actual exam questions may be more or less difficult than this set of questions. & Tabs Describe a Custom object Describe the types of relationships that can exist between objects Create a Custom object Describe a Custom object tab and a Web tab Create a Custom object tab Create a Web tab Describe a Custom app Create a Custom app 7% The AppExchange Describe the appexchange Describe the characteristics of Managed Packages install a package Uninstall a package 2% Activities Compare and contrast tasks and events Manage Public Calendars and resources identify and describe the activity Settings Describe the capabilities of Multiday events 2% Advanced Configuration Options Describe the Client Management feature Describe the territory Management feature Describe advanced Currency Management 5% Section 6.com Certified Administrator exam. and the use of email templates Define Solutions and how they can be associated with Cases Build a Solution Category tree and assign Solutions to Categories Define suggested solutions and explain where to use them Describe what content is accessible via the Self-Service Portal Describe the ways to access the Self-Service Portal Build a Case Queue. Applications.com Certified administrator – Study guide ( Winter ‘11) Service & Support Administration (continued) Configure the settings and rules for Case processing. escalation rules.

B. A single user Multiple users The record owner The record creator A Sales team role An Account team role training & CertifiCation 7 . C. Who may be assigned a workflow task? (There are five correct answers. Profile-based IP restrictions Organization-wide IP restrictions Profile-based login hour restrictions Organization-wide login hour restrictions 2. 3. B. An administrator changed the organization’s default language from English to Spanish. B. B. Logout. D. Change their language personal preference to Spanish. Purchase Unlimited Edition licenses Request a feature license from salesforce. C. What must an Administrator do to enable Advanced Currency Management for an organization? A.) A. B. D. D. C. What must end users do to see this change? A.) A. C.) A.com Enable Customizable Forecasting Enable Multiple Currencies 6. E. Only when a Record is created Every time a Record is created or edited Every kind of workflow evaluation criteria When a Record is edited and it didn’t previously meet the rule criteria 5. D. Time-dependent workflow will not work with which type of workflow evaluation criteria? A. F. Nothing—they’ll see the application in Spanish immediately.com Certified administrator – Study guide ( Winter ‘11) 1. Refresh their browser. B. D. Sales User Marketing User Invoice Manager Contract Manager 4. D.Salesforce. C. Which profile is a standard Profile? (Select all that apply. C. Which feature does Salesforce CRM provide for restricting login access to the application? (There are three correct answers. then log in again.

you can restrict users’ ability to log in to Salesforce CRM by customizing User Profiles and your organization’s list of trusted IP addresses. there is a maintenance fee of $100 to keep the certification current for the following year. E. Maintaining a Certification Section 9. A. for 1 year. D 4. Security and Identity Confirmation To help protect your organization’s data against unauthorized access. either via the user interface. C. When users log in to Salesforce. any login from an undesignated IP address is denied and any login from a specified IP address is allowed. If IP address restrictions are defined for the user’s profile.com Certified Administrator exam. The browser will have the Salesforce cookie if the user has previously used that browser to log in to Salesforce CRM and has not cleared the browser cookies. Force. B. Section 9-1. In preparing for the Salesforce. Maintaining a certification requires successful completion of release-level certifications for the major Salesforce CRM releases throughout the year.com Connect Offline. Organization-Wide Trusted IP Address List For all users.com Connect for Lotus Notes. Certified salesforce. B 5. the API. Salesforce CRM then checks whether the user’s profile has IP address restrictions. along with the associated exams. D.com Certified administrator – Study guide ( Winter ‘11) Section 7. please study the material in the ADM 201 Administration Essentials student manual and this supplemental material. you can set a list of IP address ranges from which they can log in. C Answers to Sample Exam Questions 6.com professionals will be notified automatically when new release content and exams become available. or a desktop client such as Force.com Connect for Office. training & CertifiCation 8 . Force. you can set the hours when users can log in and the IP addresses from which they can log in. After 1 year. any login outside the specified hours is denied. Force. D 1. F Section 8. then Salesforce CRM checks whether the user is logging in from an IP address she or he hasn’t used to access Salesforce CRM before: • If the user’s login is from a browser that includes a Salesforce cookie. Note that this material is complementary to the ADM 201 Administration Essentials course materials and does not cover the same material. A. All certifications include access to new release content for subsequent releases. If profile-based IP address restrictions aren’t set.Salesforce. C 3. 2. B. The following information is drawn from Help & Training in Salesforce CRM and is provided as supplemental study material. Salesforce CRM confirms the login is authorized as follows: ▪ ▪ ▪ Salesforce CRM checks whether the user’s profile has login hour restrictions. If login hour restrictions are specified for the user’s profile. Supplemental Study Material Profile-Based Login Hours and IP Addresses For each profile. the login is allowed.com Connect for Outlook. or the Data Loader.

or has the password reset. the login is blocked.com Web Services API Developer’s Guide. For access via the API or a client. Users can obtain their security token by changing their password or resetting their security token via the Salesforce UI. The activation link included in the email is valid for up to 24 hours from the time the user clicked the Send Activation Link button. the user is prompted to click a Send Activation Link button to send an activation email to the address specified on the user’s Salesforce CRM record. changes the password. • If the user’s login is from neither a trusted IP address nor a browser with a Salesforce cookie. as defined in your organization’s login lockout settings: ▪ ▪ Each time a user is prompted to click the Send Activation Link button Each time a user incorrectly adds his/her security token to the end of his/her password to log into the API or a client training & CertifiCation 9 . For more information on API login faults. A security token is an automatically generated key from Salesforce CRM. For example. the single sign-on authority usually handles login lockout policies for users with the “Is Single Sign-On Enabled” permission. then your organization’s login lockout settings determine the number of times a user can attempt to log in with an invalid security token before being locked out of Salesforce CRM. After 24 hours.Salesforce. the user’s security token is automatically reset. Salesforce CRM must verify the user’s identity: ▪ ▪ For access via the user interface. the login is allowed. Tips on Setting Login Restrictions Consider the following when setting login restrictions: ▪ ▪ ▪ ▪ When a user’s password is changed. The email instructs the user to copy and paste an activation link into the browser to activate the computer for logging in to Salesforce CRM. The security token is valid until a user resets the security token. The following events count toward the number of times a user can attempt to log in with an invalid password before being locked out of Salesforce. Tip: It’s recommended that you obtain your security token via the Salesforce UI from a trusted network prior to attempting to access Salesforce CRM from a new IP address. see the Core Data Types Used in the API Calls topic in the Force. When a user changes his/her password or resets the security token. Salesforce CRM sends a new security token to the email address on the user’s Salesforce CRM record. if a user’s password is mypassword. users must add their security token to the end of their password to log in. API and desktop client users cannot log in to Salesforce CRM unless their IP address is included on your organization’s list of trusted IP addresses or on their profile.com Certified administrator – Study guide ( Winter ‘11) • If the user’s login is from an IP address in your organization’s trusted IP address list. The user may experience a blocked login until he or she adds the automatically generated security token to the end of his or her password when logging in to Salesforce CRM via the API or a client. the activation link expires and users must repeat the activation process to log in. Furthermore. Partner portal and customer portal users aren’t required to activate computers to log in. then the user must enter mypasswordXXXXXXXXXX to log in. if the security token is enabled for your organization. If single sign-on is enabled for your organization. Whenever a login is blocked or returns an API login fault. and the security token is XXXXXXXXXX. if their profile has IP address restrictions set. However.

Enabling Custom Fiscal Years If your fiscal year definition is not met by a standard fiscal year. You can also access the Customize My Display page via the Customize Page link in the Dashboard section of the Home tab or on any record detail page. you’ll see the tabs that are set for your profile. To change the order of the related lists. By default. to change which tabs display in each app.Salesforce. select a related list title and click the Add or Remove arrow. Note: Before enabling custom fiscal years. Note: The first tab that displays when you select an app may change if your administrator changes the app’s default landing tab. Section 9-3. The link to customize your Home tab is available only if your administrator has customized your home page layout to include a dashboard. select a related list title in the Selected List box and click the Up or Down arrow. You can: ▪ Click Customize My Tabs to change which tabs display when you log in or. 5. Select “None” for the start and end times to allow users to be logged in at any time. 2. To add or remove related lists. set which related lists display on your detail pages. 3. if you have multiple apps. To prohibit users from using the system on a specific day. For all other tabs. Set the days and hours when users with this profile can use the system. Note: If a user logs in before the restricted hours. 1. 6. set the start and end times to the same value. The hours are exact times based on the Default Time Zone of the company as specified at Setup | Company Profile | Company Information. 4. and click Save. For your Home tab.com Certified administrator – Study guide ( Winter ‘11) Setting Login Hours Permission Needed: “Manage Users” You can set the hours when users with a particular profile can use the system. Click Save. the system ends the user’s session when the restricted hours begin. change the display order if desired. The hours are always applied at those exact times even if a user is in a different time zone or if the company’s Default Time Zone is changed. you can enable custom fiscal years that will let you define a more complex and flexible fiscal year structure. make sure you’ve exported any data related to fiscal periods. Select an object from the drop-down list and click Customize My Pages to customize your display. Click Edit in the Login Hours related list. Select the dashboard to use and click Save. Customizing Your Display available in: All editions Click Setup | My Personal Information | Change My Display to change various personal display options. training & CertifiCation 10 . Click Save when finished. customize the dashboard snapshot that displays on the Home tab. Click Setup | Manage Users | Profiles and select a profile. Section 9-2. Add each tab you want to display. ▪ Note: Your personal related list customization may change if your administrator alters the page layout for a particular tab.

quotas. Section 9-4. 2. 3. Run and export these reports to Excel: • Opportunity Pipeline • Quarterly Forecast Summary • Quota vs. HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. forecasts. merge fields. training & CertifiCation 11 . If you aren’t certain you want to enable custom fiscal years. Click Setup | Company Profile | Fiscal Year. click Cancel. 6. We suggest you generate weekly export data because changing the fiscal year will cause fiscal periods to shift. Do not enable custom fiscal years unless you understand and are prepared for all the implications. You can use email templates when you send an email from the Activity History related list of a record and when you send mass email. and other date-sensitive material. click OK. 5. Visualforce email templates allow for advanced merging with a recipient’s data. Back up your current data. Warning: Custom fiscal years cannot be disabled once enabled. 4. generate weekly export data. and attached files. Click Enable Custom Fiscal Years. define your fiscal year. 3. Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. a.Salesforce. Managing Email Templates available in: All editions Mass email not available in: Personal and Group editions HtML email not available in: Personal edition User Permissions Needed to create or change HtML email templates: to create or change public email template folders: “edit HtML templates” “Manage Public templates” You can create four different types of email templates: 1.” All these email templates can include text. Visualforce – Administrators and developers can create templates using Visualforce. Actual b. Text – All users can create or change text email templates. 2. If you understand the effects of enabling custom fiscal years and you’ve exported all your data. Once you’ve enabled custom fiscal years. See “Creating Visualforce Email Templates. where the content of a template can contain information from multiple records. Select Custom Fiscal Year. This change will affect opportunities and forecasts organization-wide. 4. Optionally. Enabling custom fiscal years impacts your reports. You must either know HTML or obtain the HTML code to insert in your email template.com Certified administrator – Study guide ( Winter ‘11) To enable custom fiscal years: 1.

the text-only version is automatically generated when you edit the HTML version. Initially. You can also send an email preview. If you choose not to leave the text-only version blank and instead manually create a text-only version. see “Understanding Dependencies. edits to the HTML version are not reflected in the text-only version. If you select an image logo or other graphic file. For more information. For more information. you can click [Change] next to the Author field to select a different author. Note: All custom and HTML email templates include a text-only version for recipients who are unable to read HTML emails.com recommends that you leave the text-only version blank. From any Email Templates page: ▪ The Visualforce Attachments related list indicates which attachments are being generated through Visualforce markup. Note: Salesforce. If you have permission to manage public email templates. click Setup | Communication Templates | Email Templates. For Visualforce templates: • Click Edit Template to change the markup of the template page.” If “Developer Mode” is enabled. the author is the person who created the email template. • Click Edit Text Version to change the content or merge fields of the text-only version. or merge fields. Salesforce CRM automatically creates the text-only content based on the current HTML version. click Edit to change the message content. Click Delete to remove the template. subject. • Click Preview to view a sample of the template markup populated with data from your records. see “Cloning Email Templates. Click Clone to clone a template.” 12 ▪ ▪ ▪ ▪ training & CertifiCation .com Certified administrator – Study guide ( Winter ‘11) To manage your personal email templates. For custom and HTML templates: • Click Edit HTML Version to change the content or merge fields of the HTML version. make sure the document is marked as Externally Available on the Documents tab so all email recipients can view the image. Email templates used in the following features must be both public and active: ▪ ▪ ▪ ▪ ▪ ▪ ▪ Web-to-Lead Web-to-Case Email-to-Case or On-Demand Email-to-Case Assignment rules Escalation rules For text templates. choose an option from the File Location drop-down list to select a file from your computer or from a document folder. click Show Dependencies to see what components the template references. When you leave the text-only version blank. ▪ Click Attach File from the Attachments related list to add an attachment to the template. • Alternatively. To select a file: • Click the Search in Documents link to search for files in the Documents tab. click Setup | Email | My Templates.Salesforce. If you have the “Manage Public Templates” permission. The attached file is included in every email that uses the template. If you leave the text-only version blank.

the field-level security overrides the page layout and the field will be read only for the user. Unlimited. You can change the name of this record type. and when synchronizing data or importing personal data. if a field is required in the page layout and read only in the field-level security settings. Important: The following user permissions override field-level security: ▪ ▪ “Modify All Data” “View All Data” 13 training & CertifiCation . Managing Record Types available in: Enterprise. For example. and you can create additional person account record types. and solution Status. Force. Create record types for cases to display different page layouts for your customer support cases versus your billing cases. These record types are called person account record types. Field-level security settings let administrators restrict users’ access to view and edit specific fields on detail and edit pages and in related lists. The most restrictive field access settings of the two always apply. list views.com Connect Offline. Unlimited. Record types can be used in various ways. and solution processes: opportunity Stage. You cannot deactivate a record type if it is in use by an email routing address for Email-to-Case or OnDemand Email-to-Case. reports. available in: Enterprise. lead processes. for example: ▪ ▪ Create record types for opportunities to differentiate your regular sales deals from your professional services engagements. search results. and Developer editions User Permissions Needed to create or change record types: “Customize application” Record types let you offer different business processes. Lead Status.Salesforce. case Status. picklist values. the Salesforce CRM customer portal. the Salesforce CRM partner portal. custom links. You cannot delete all the record types for an object if the object is referenced in an Apex Code script. Setting Field-Level Security ▪ ▪ Section 9-6. and offer different picklist values for each. email and mail merge templates. Record Type Considerations Keep the following considerations in mind when creating or changing a record type: ▪ ▪ The following special picklist fields are not available for record types because they’re used exclusively for sales processes.com Certified administrator – Study guide ( Winter ‘11) Section 9-5. A default person account record type named “Person Account” is automatically created when person accounts are enabled for your organization. and Developer editions User Permissions Needed to set field-level security: “Customize application” You can define which fields users can access. Person account record types allow contact fields to be available on the account and allow the account to be used in many situations as if it were a contact. and page layouts to different users based on their profiles. support processes. Person accounts are account records to which a special kind of record type has been assigned. The fields users see on detail and edit pages are a combination of page layouts and field-level security settings.

you can: ▪ Create page layouts to organize the fields on detail and edit pages. Tip: Use field-level security as the way to restrict users’ access to fields. then use page layouts primarily to organize detail and edit pages within tabs. To define field-level security: 1.com Certified administrator – Study guide ( Winter ‘11) ▪ “View Encrypted Data” You can define field-level security from a profile or from a particular field. Verify users’ access to fields by checking the field accessibility grid. or editable (visible without read only) for users based on their profile. ▪ ▪ Note: Roll-up summary and formula fields are always read only on detail pages and are not available on edit pages. 3. Custom Field Types The first step in creating a custom field is choosing the type of the field. • To set field-level security for a particular field on all profiles: ë Select Setup | Customize. use “true” for checked values and “false” for unchecked values. and in the key lists on tab home pages. After setting field-level security for users based on their profiles. allows users to check a box. ë Select the field you want to modify. click View next to the tab you want to modify. The relationship group wizard lets you create and edit relationship groups regardless of field-level security. When using a checkbox field for a report or list view filter. The settings also override any lessrestrictive field access settings on the page layouts. Below is a description of each custom field type. and then click Fields. 2. the maximum length of any auto-number field is 30 characters. 20 of which are reserved for prefix or suffix text. They also may be visible to users even though they reference fields your users can’t see. Set the fields that display in search results. in lookup dialog search results. Click Save. and then click Edit. hidden. Specify whether the fields should be visible. This process reduces the number of page layouts for you to maintain. training & CertifiCation 14 . ë Click Set Field-Level Security. Note: These field access settings apply throughout Salesforce CRM. the import wizards and the weekly export tool use “1” for checked values and “0” for unchecked values. Field types not listed in custom field types may appear if your organization installed a package from the AppExchange that uses those custom field types. click a tab or activity link. ë Select a profile to change the field access for users with that profile. Field Type Auto Number Checkbox Description automatically assigns a unique number to each record. Do one of the following: • To set field-level security for all fields on a particular profile: ë Select Setup | Manage Users | Profiles. Universally required fields always display on edit pages regardless of field-level security. ë In the Field-Level Security section. read only.Salesforce. indicating a true or false attribute of a record. Section 9-7.

this can be useful if you export data to excel or another spreadsheet. for more information on relationships. training & CertifiCation 15 . if this field is specified for contacts or leads. Master-detail relationships cannot be used with campaign members. allows users to automatically calculate values based on other values or fields such as merge fields. Lookup relationship fields to campaign members are not available. Picklist allows users to select a value from a list you define.5 becomes −22. Consequently. or roll-up summary fields. or custom objects. allowing click-to-dial functionality.com (apex) triggers. Note: if the decimal value is greater than 15.345 becomes 12.Salesforce. ‘10’.Salesforce.35 and −12. you can limit the data by specific dates and times using any custom date field.5 becomes −24.5 becomes 22.com sets the lookup field to null. in reports. Note: Salesforce.com uses the round half even tie-breaking rule for currency fields. see overview of relationships.345 becomes 12.com automatically formats it as a phone number. Number allows users to enter any number. lookup relationship fields from campaign members to other objects are available. the system automatically adds the percent sign to the number. you can limit the data by specific dates using any custom date field.com Certified administrator – Study guide ( Winter ‘11) Field Type Currency Description allows users to enter a currency amount. you can create a custom hierarchical relationship field to store each user’s direct manager. on the associated record. Percent allows users to enter a percentage number. You can create lookup relationship fields that link to users. and you add a percent sign to the number. allows users to enter a date or pick a date from a popup calendar and enter a time of day. and −23.345 becomes −12. Phone allows users to enter any phone number. 12. for more information on relationships. 22. for example. however. users can choose the address when clicking Send an email. a runtime error occurs. the time of day includes aM or PM notation.345 becomes −12. Note: Salesforce.34. which is validated to ensure proper format. for example. Values lose precision after 15 decimal places. Date Date/Time allows users to enter a date or pick a date from a popup calendar. −22. if a lookup field references a record that is deleted. salesforce. See entering Phone numbers. Values lose precision after 15 decimal places.com uses the round half up tie-breaking rule for number fields. for example. for example. this is treated as a real number and any leading zeros are removed. although you can create a master-detail relationship field on a custom object that links to a standard object.35 and −12. available for custom objects only. see overview of relationships. Lookup Relationship Master-Detail Relationship Creates a relationship between records where the master record controls certain behaviors of the detail record such as record deletion and security. they can also add the current date and time by clicking the date and time link next to the field. custom phone fields are displayed with the button. opportunities have a lookup relationship with cases that lets you associate a particular case with an opportunity. in reports. and does not run any force. Lookup relationship fields are not available in Personal edition.34. Note: if you are using the Service Cloud’s call center. for example. not the number of decimal of spaces specified in the number field configuration. See Building formulas and operators and functions. 12.com uses the round half up tie-breaking rule for numbers in formula fields. note that you can’t use custom email addresses for mass emails. a lookup relationship creates a field that allows users to click a lookup icon and select another record from a popup window. for example. 23. allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself.com recommends that you do not use a custom phone field for fax numbers. a lookup relationship has no effect on record deletion or security. validation rules.com rounds numbers referenced in merge fields according to the user’s locale. the system automatically formats the field as a currency amount. Salesforce. you can then display a related list to show all of the records that are linked to it. Note: Salesforce. Salesforce. standard objects.5 becomes 24. Email Formula Hierarchical Relationship Creates a hierarchical lookup relationship between users. Creates a relationship between two records so you can associate them with each other. and the lookup field is not required in the page layout. allows users to enter an email address. workflow rules.

There are some exceptions: ë You can map between text and picklist fields.000 characters is allowed. Unlimited. strike-out. if desired. and Developer editions User Permissions Needed to map lead fields: “Customize application” When you convert a qualified lead. the records must be directly related to the selected record and on the detail side of a custom master-detail relationship with the object that contains the roll-up summary field. numbers. contact. contact. For each custom lead field. bold. this data type is not available for activities or products on opportunities. a line break and a return character are added to the text. that is.000 characters. modify alignment.000 character limit. When users click on the field. ë You can map fields of type Text or Text Area to long text area fields. the information from the standard lead fields is inserted into standard account. up to 255 characters. see Using rich text area fields. minimum. map numeric lead fields to other numeric fields or long text area fields to other long text area fields. allows users to enter any combination of letters. any length from 256 to 32. Mapping Custom Lead Fields available in: Group. Enterprise.com Certified administrator – Study guide ( Winter ‘11) Field Type Picklist (Multiselect) Roll-Up Summary Description allows users to select more than one picklist value from a list you define. for more information. With the use of a toolbar. • Remember to map custom lead fields to other custom fields of the same data type. or opportunity fields. allows users to enter up to 255 characters that display on separate lines similar to a Description field. allows users to enter up to 255 characters of any valid website address. You can set a maximum length of up to 175 characters. these 2 characters count toward the 32. Click Save. these fields display each value separated by a semicolon. the maximum size for uploaded images is 1MB. However. and outdent. allows users to enter any combination of letters.com. only gif. If your organization has custom lead fields. underline. or maximum value of related records. upload or link to an image. to enable encrypted fields for your organization. or symbols that are stored in encrypted form. note that every time you press Enter within a long text area field. a custom account field called “total number of guests” displays the number of guest custom object records in the guests related list for accounts. automatically displays the record count of related records or calculates the sum. add a numbered or non-numbered list. for example. training & CertifiCation 16 . the maximum field size is 32. users can format the field content and add images and hyperlinks. contact salesforce. To specify the mapping for custom lead fields: 1. You can set a maximum length. contact. or symbols. add a hyperlink. Select Setup | Customize | Leads | Fields | Map Lead Fields. italicize. Professional. the UrL will open in a separate browser window. allows users to enter up to 32.000 characters that display on separate lines similar to a Description field. jpeg and png file types are supported.Salesforce. Text Text (Encrypted) Text Area Text Area (Long) Text Area (Rich) URL Section 9-8. or opportunity field into which you want the information inserted when you convert a lead. numbers. redo. your data may become truncated if the mapped text field is not large enough to hold the entire lead picklist value. the toolbar allows the user to undo. indent. choose a custom account. note that only the first 50 characters are displayed on the record detail pages. inclusive of all the formatting and HtML tags. you can specify how you want that custom information converted into custom account. You can set the length of this field type to a lower limit. and opportunity fields.

• Remember to map custom lead fields of type Number. all labels and sentences on these pages will be automatically reconstructed to reflect your new terminology. currency. Changing the Label of a Standard Object Here are some considerations involving renaming standard fields and tabs (you can still open a case and have salesforce.Salesforce. training. For example. or Picklist. Section 9-9. Titles and descriptions of all standard reports will continue to use the standard object names even if you change them. or percent fields of exactly the same length and decimal places. Cases. especially in the areas of help. if you rename Accounts to Companies. or Percent to other number. please follow the instructions at the end of this message. Contacts. If you’re ready to move ahead with this feature. Text Area. Leads. Note: If you change the data type of any custom field used for lead conversion. if your lead currency field has a length of 3 and 2 decimal places. and field names show up within the application? All Salesforce CRM pages accessible by your end users. will automatically reflect the new terminology you define. Where will the new tab. Please review the information below in detail. Note: You cannot rename the Forecasts tab. Salesforce.com disable this feature): Renaming salesforce. You will need to rename each tab manually. Documents.com wants to make sure you’re aware of this limitation before we activate the feature for your organization. that lead field mapping will be deleted. What impact does renaming standard objects have on the administration of Salesforce CRM? Renaming standard names will create some additional administrative work for Salesforce CRM administrators.com Certified administrator – Study guide ( Winter ‘11) ë You can map auto-number fields to fields of type Text. Assets. map it to another custom currency field with a length of 3 and 2 decimal places. Opportunities. support. Price Books. Contracts. For example. training & CertifiCation 17 . Titles and descriptions of all standard email templates will continue to use the standard object names even if you change them. ë Do not map custom formula fields to other formula fields or any other type of field. Products.com’s standard application terminology will have some implications on your Salesforce CRM administration and your users’ experience in the application. ë Roll-up summary fields are not available for mapping lead fields of converted leads. Currency. contact.” Please note that all Administrator Setup pages will continue to use standard Salesforce CRM names even if you change them. all references to “accounts” will be changed automatically to “companies. In other words. • Any standard lead picklist fields that are blank are mapped to the default picklist values for the account. including Personal Setup pages. and Solutions. and release communications. Campaigns. ▪ ▪ ▪ The standard list views on every Salesforce tab will continue to use the standard object names even if you change them. Which standard application terminology can be renamed? Only the following standard tabs and objects can be renamed: Accounts. Partners. and opportunity. object.

Short name to identify a user on list pages. This new page will provide the mapping between Salesforce CRM’s standard names and your renamed terminology. City portion of the user’s address.com Certified administrator – Study guide ( Winter ‘11) ▪ Any customizations you previously implemented where you used the standard Salesforce terminology will need to be changed manually. Field Accessibility Mode Active Address Admin newsletter Alias Allow Forecasting Api Token Call Center City Company Contact Country Created By Currency Default Currency ISO Code Description Checkbox that enables or disables a user interface mode designed for visually impaired users. Country portion of the user’s address. administrative checkbox that enables or disables user login to the service. and other pages where the entire name does not fit. Street address for a user. Shown only in organizations using multiple currencies. What about Salesforce CRM’s online help and user documentation? Salesforce CRM’s online help and user documentation will be written using our standard tab and object names and will not reflect any new terminology your organization defines for your company deployment. name of the associated contact if the user is a partner user. forecasts.com uses this field to help you troubleshoot issues related to aPi tokens if issues should occur. Section 9-10. you can also create your own online help and user documentation. indicates whether the user is allowed to use customizable forecasting. In addition. this must be one of the active currencies for the organization. Here’s a description of the fields (in alphabetical order) that make up a user’s personal information in Salesforce CRM. Company name where the user works. opt in to receive administrator-targeted promotional emails from salesforce. available only for organizations that use multiple currencies. Salesforce. the name of the call center to which this user is assigned. and reports. Up to 255 characters are allowed in this field. (read only) User’s default currency for quotas. training & CertifiCation 18 . this field is not available if your organization has disabled your choice to receive emails from salesforce. indicates whether an aPi token has ever been reset. Note: This functionality does not apply to context-specific help links within administrator setup pages or to the Help & Training link on the top right of every page. views.” you’ll have to change it to “Company Health Check” to reflect your new terminology. Up to 40 characters are allowed in this field. Salesforce CRM will let you point our context-specific help links on each end-user page to your own online help. if you already have a custom email template titled “Account Health Check. Up to 40 characters are allowed in this field.com. reports. Up to 8 characters are allowed in this field. page layouts. User Fields The available fields vary according to which Salesforce CRM edition you have. record types.Salesforce. reports. This limitation should be an important consideration in deciding whether to rename Salesforce CRM’s standard terminology.com. If your organization renames tab and object names. however. For example. User who created the user. User’s default currency setting for new records. Up to 40 characters are allowed in this field. Some fields are only displayed to administrators when creating or editing users. and communication templates. This list includes but is not limited to custom fields. including creation date and time. your users will first see a new overview page when they click on our online help links.

indicates the type of user license. to all new accounts and leads created by the user. UTF-8 (Unicode) represents all characters for all the world’s languages. Up to 40 characters are allowed in this field. Used to define the times that display in the user’s calendar. the new record is assigned to the existing record’s division. identifying number for a user. Character set and encoding for outbound email sent by a user from within Salesforce. for Personal and group edition users. as displayed on the user edit page. this field is only visible to organizations that have Visualforce enabled. Depending on the approval process settings. enables development mode for creating and editing Visualforce pages. such as Customer Support. the value used to identify a user for federated authentication single sign-on. first name of a user. this user can also approve approval requests for users. training & CertifiCation 19 . available only for organizations that use multiple currencies. whereas in the english (United Kingdom) locale. date/time. not available in Personal edition or group edition. this field is especially useful for creating hierarchical workflow rules and approval processes without having to create additional hierarchy fields. Manager Lookup field used to select the user’s manager. this setting does not restrict the user from viewing or creating records in other divisions. in organizations using Professional. enterprise. the Locale setting also affects the first and last name order on Name fields for users. PC Sales group. the default currency for all currency amount fields in the user record. available at Setup | My Personal Information | Personal Information. preventing you from selecting a user who directly or indirectly reports to himself/herself. and number fields. the organization’s Display Language applies to all users. and Unlimited edition. fax number for a user. whereas the Chinese (China) locale displays the name as Johnson Bob. 2:00 PM). Up to 80 characters are allowed in this field. Employee Number End of day Fax Federation ID First Name Information Currency Language Last Login Last Name User License Locale Date of last login. dates in the english (United States) locale display as 06/30/2000 and as 30/06/2000 in the english (United Kingdom) locale. for example. time of day a user generally stops working. Company division to which user belongs. Bob Johnson in the english (United States) locale displays as Bob Johnson. they display using a 24-hour clock (for example. Country or geographic region in which user is located. Up to 80 characters are allowed in this field. for all other users. the default division is not used. for example. the Locale setting affects the format of date. and ISO-2022-JP are useful for Japanese users. but is not supported by some older email software. EUC-JP. Up to 80 characters are allowed in this field. email address of a user. Salesforce CrM lets you inactivate users who are referenced in the Manager field. Shift_JIS. and contacts. ISO8859-1 represents all Latin characters and should be used by english-speaking users. Must be a valid email address in the form: jsmith@acme. the locale is set at the organization level via Setup | Company Profile | Company Information. leads. times in the english (United States) locale display using a 12-hour clock with aM and PM (for example. as displayed on the user edit page. a user’s individual Language setting overrides the organization’s Default Language. the primary language for the user. available only in organizations that use divisions to segment their data. 14:00). When users create records related to an account or other record that already has a division. Up to 40 characters are allowed in this field. by default. Delegated Approver Department Development Mode Division Email Email Encoding User lookup field used to select a delegate approver for approval requests. this field establishes a hierarchical relationship.Salesforce. (read only) Last name of a user. group that user works for. overrides the organization setting. their personal locale. Note: Unlike other hierarchy fields. Users can change their division at any time. all text and online help is displayed in this language.com. for example.com Certified administrator – Study guide ( Winter ‘11) Field Default Division Description Division that is applied. unless he or she explicitly sets a different division.

Users in arizona should select the setting with “america/Phoenix. if selected. enterprise. roles are selected from a picklist of available roles. time of day a user generally starts working. opt in to receive user-targeted promotional emails from salesforce. Mobile Configuration the mobile configuration assigned to the user. the user must also select the Receive Salesforce Content Email Alerts checkbox. administrative checkbox that indicates whether a user has access to use Salesforce CrM Content. to receive email. such as Western region Support Manager. or authors.Salesforce. Zip code or postal code portion of a user’s address.com Certified administrator – Study guide ( Winter ‘11) Field Marketing User Description Checkbox that indicates whether a user has access to create. to prevent users from activating Salesforce CrM on their mobile devices before you’re ready to deploy Salesforce CrM mobile in your organization. Mobile Mobile User Cellular or mobile phone number. this field is only visible to organizations that use Salesforce CrM to manage mobile configurations. administrative field that defines the user’s login. Up to 40 characters are allowed in this field. to use the campaign import wizards. disable the checkbox for all your users. to receive real-time email alerts. and Unlimited editions only. Phone number of a user. or authors. Listing of custom links for users as set up by your administrator.” and users in parts of indiana that do not follow Daylight Savings time should select the setting with “america/indianapolis. Up to 80 characters are allowed in this field. State or province portion of a user’s address. workspaces. Used to define the times that display in the user’s calendar. administrative checkbox that indicates whether a user has access to use force. available in enterprise and Unlimited editions only. Up to 80 characters are allowed in this field. User who last changed the user fields. select this checkbox and do not select the Receive Salesforce Content Daily Digest checkbox.com offline. the Mobile User checkbox is enabled by default for Unlimited edition users. available in Developer.com. specifies that a user with Salesforce CrM Content subscriptions will receive email notifications if activity occurs on his or her subscribed content. not available in Personal edition or group edition. training & CertifiCation 20 . specifies that the user will receive email notification whenever he or she executes apex Code that surpasses more than 50 percent of allocated governor limits. Checkbox that specifies if the user was created via self-registration to a customer portal. Marketing Users must also have the Marketing User profile (or the “import Leads” permission and the “edit” permission on campaigns in organizations using enterprise and Unlimited editions). this field defaults to the mobile configuration assigned to the user’s profile. specifies that a user with Salesforce CrM Content subscriptions will receive a oncedaily email summary if activity occurs on his or her subscribed content. if no mobile configuration is specified. granting the user access to Salesforce CrM’s mobile capabilities. workspaces. this field is not available if your organization has disabled your choice to receive emails from salesforce. edit. administrative field that specifies the position of a user within an organization. (read only) Combined first and last name of a user.” Modified By Name Newsletter Offline User Phone Self-Registered via Customer Portal Profile Receive Salesforce Content Daily Digest Receive Salesforce Content Email Alerts Role Salesforce Content User Send Apex Warning Emails Start of day State/Province Time Zone Title Used Space Custom Links Username Zip/Postal Code Job title of a user. allocates one Salesforce CrM mobile license to the user. tags. as displayed on the user detail page. which can be changed by an administrator. including modification date and time. Up to 20 characters are allowed in this field. administrative field that defines a user’s permission to perform different functions within the application. if selected. tags.com. and delete campaigns and configure advanced campaign setup. Up to 20 characters are allowed in this field. if selected. the number of user records with this checkbox enabled cannot exceed the total number of mobile licenses in the organization. Up to 40 characters are allowed in this field. amount of disk storage space the user is using. Primary time zone in which a user works.

11. Note: Mass transfers do not trigger workflow rules. In the Transfer to field. Optionally. you could search accounts in California by specifying “Billing State/Province equals CA..Salesforce. Select the checkbox next to each record you want to transfer. Click the link for the type of record to transfer. • Select the Transfer open cases. 4. Unlimited. Choose Find to look for records that match. fill in the name of new record owner. 2. • Select the Keep account teams checkbox if you want to maintain the existing account team associated with the account.com Certified administrator – Study guide ( Winter ‘11) Section 9-11. and Developer editions User Permissions Needed to transfer multiple accounts or leads: to transfer multiple leads: “transfer record” “transfer Leads” To transfer multiple records from one user or queue to another: 1.. Optionally. Professional.” 9. • Select the Transfer closed cases checkbox if you want to transfer closed cases that are owned by the existing account owner and associated with the account. Enterprise. some associated items that are owned by the current record owner are also transferred to the new owner. 8. For leads. This option applies only to closed opportunities owned by the account owner. checkbox if you want to transfer open cases that are owned by the existing account owner and associated with the account. For leads. closed opportunities owned by other users aren’t changed. Choose Setup | Data Management | Mass Transfer Records.. If your organization uses divisions. check the box in the column header to select all currently displayed items. fill in the name of the existing record owner in the Transfer from field. 6. training & CertifiCation 21 . select the Change division.. Fill in search conditions that the records you’re transferring must match. 3. Click Transfer. checkbox to set the division of all transferred records to the new owner’s default division. When transferring accounts. 7. Transferring Records available in: Group. Before transferring a record.. Deselect this checkbox if you want to remove the existing account team associated with the account. For example. you can transfer to users or queues.. you can transfer from users or queues. Transfer of Associated Items When you change record ownership. make sure the new owner has sharing access and at least “Read” permissions to the record you’re transferring and all associated records. checkbox if you want to transfer open opportunities owned by other users that are associated with the account. 10. • Select the Transfer closed opportunities checkbox if you want to transfer closed opportunities associated with the account. you can: • Select the Transfer open opportunities. 5.

Unlimited. 4. Click Save. Tip: Use a custom multiselect picklist to allow potential customers to express interest in several products. The new owner may need to manually share the transferred accounts and opportunities as necessary to grant access to certain users. use the Add and Remove arrows to move fields between the Available Fields list and the Selected Fields list. all amounts will be captured in your corporate currency. closed opportunities and open opportunities owned by other users. sharing rules. • For organizations using multiple currencies. and Developer editions User Permissions Needed to set up Web-to-Lead: “Customize application” To set up Web-to-Lead: 1. When transferring leads to a queue. Setting Up Web-to-Lead available in: Group. To select the fields to include on your Web-to-Lead form. 2. Leave this option blank if you don’t wish to send emails when no response rules apply. Click Setup | Customize | Leads | Web-to-Lead. Click Edit to enable or modify the following Web-to-Lead settings: Web-to-Lead Setting Web-to-Lead Enabled Default Lead Creator Default Response Template Description enables Web-to-Lead. the default response template is used when no response rules apply.” Note: auto-response rules are not available in group edition. Any relevant sharing rules are then applied to the data based on the new owners. • Be sure to select the Campaign field (and optionally. open activities. training & CertifiCation 22 . and optionally. the default response template to use for the email response that is automatically sent to prospects when they submit an online lead. open opportunities owned by the current account owner. this user must have the System administrator profile or the “Modify all Data” and “Send email” permissions. all previous access given by manual sharing. otherwise. or sales teams is removed. Leads Access to Transferred Items When transferring accounts and their related data in Professional. Professional. add the Lead Currency field if you add any currency amount fields. Section 9-12. Use the Up and Down arrows to change the order of the fields on your form. and Developer Editions. if you set up response rules to use different email templates based on the information submitted. attachments. open activities are not transferred. this template must be marked as “available for Use. 3.com Certified administrator – Study guide ( Winter ‘11) Record Accounts Associated Items that are Also Transferred Contacts (on business accounts only). click Create Web-to-Lead Form. notes. the user who will be listed as the creator of online leads and who will appear as the sender of email responses. To create and generate a Web-to-Lead form. 5. Enterprise. the Campaign Member Status field) if you’re using Web-to-Lead as part of a campaign. Enterprise. open activities.Salesforce. Unlimited.

9.com. training & CertifiCation 23 . and Unlimited editions available for an additional cost in: Professional edition User Permissions Needed to export data: “Weekly Data export” Your organization can sign up to receive backup files of your data.com Certified administrator – Study guide ( Winter ‘11) • For organizations using record types on leads. Note: If you give a user the “Weekly Data Export” permission. if a new lead cannot be generated due to errors in your Web-to-Lead setup. which is needed to export data. all new leads are marked as “Unread. The source of your Web-to-Lead form is always in your personal language. select the language for the form labels displayed on your Web-to-Lead form. In addition. Salesforce CRM runs field validation rules before creating records submitted via Web-to-Lead and only creates records that have valid values. To sign up for the Data Export Service. Exporting Backup Data available in: Enterprise. and click Generate. If your organization uses the translation workbench or has renamed tabs. This permission is granted by default only to the System Administrator profile because of the wide visibility it enables.” and are changed to “Read” only when the lead owner views or edits that lead. Section 9-13. You can export all your organization’s data into a set of comma-separated values files. 6. Default Locale and Currency Locale. select the Lead Record Type field if you want users submitting Web-generated leads to select a specific record type. contact salesforce. All universally required fields must have a value before a record can be created via Web-to-Lead. Specify the complete URL to which users should be directed after they submit their information. add the line <input type=”hidden” name=”debug” value=”1”> to your code. This URL could be a “thank you” page or your company’s home page. Also. If your organization exceeds its daily Web-to-Lead limit. 7. Copy the generated HTML code and provide it to your company’s Webmaster so he or she can incorporate it into your Web site. the Default Lead Creator (specified in the Webto-Lead setup) will receive an email containing the additional lead information. Don’t forget to remove it before releasing the Web-to-Lead page to your Web site. Users can select the My Unread Leads list view to quickly locate all their new leads. For Web leads that are generated as part of a campaign.Salesforce. Note: The format for date and currency fields captured online is taken from your organization’s default settings. If you want to test the Web-to-Lead form. he or she has view access to all data that is exported and can see all custom objects and fields in the Weekly Export Service page. 8. Customer Support is notified of the problem so we can help you correct it. All leads generated from your Web site are initially marked with the “default status” specified by the Lead Status picklist. Click Finished. This line redirects you to a debugging page when you submit the form. the member status of the new leads is set to the Member Status value specified in the form or to the “default” member status if the Member Status field is not included in the form.

To pass the test. text-entry test helps prevent malicious programs from accessing your organization’s data. Note: For security purposes. Salesforce CRM may require users to pass a user verification test to export data from their organization. We recommend that you include all data if you’re not familiar with the terminology used for some of the types of data. The Schedule Export option lets you schedule the export process for weekly or monthly intervals. rather than the position of the columns. Also. Select Replace carriage returns with spaces if you want your export files to have spaces instead of carriage returns or line breaks. 5.” Tip: Any automated processes that process the export files should rely on the column headings in the CSV files. • If your organization uses person accounts and you’re exporting contacts. data from all divisions is included in the export. Depending on the encoding selected. If you’re scheduling your export. after that.Salesforce. click Save. If you’re running the export now. You have 48 hours to download the zip file from this page. users must type the two words displayed on the overlay into the overlay’s text box field and click the Submit button. CAPTCHA is an acronym that stands for “Completely Automated Public Turing Test To Tell Computers and Humans Apart. Click Setup | Data Management | Data Export and Export Now or Schedule Export. If desired. it will be deleted. indicate who should be notified by email when the backup files are ready. Note that the words entered into the text box field must be separated by a space. 4. If you scheduled the export. Select Include attachments. click Start Export. • If your organization uses divisions. the contact data only includes the fields shared by contacts and person accounts.. However. 2. zips them into one archive. and emails you when the file is ready. 3. Salesforce CRM uses CAPTCHA technology provided by reCaptcha to verify that a person. 1. you can include all data in your export file. 7. as opposed to an automated program. you may have to make adjustments to the export file before viewing it. if you want your export data to include attachments. Note the following: • Formula and roll-up summary fields are always excluded from exports.. Select the types of data to include in your export. This functionality may be useful if you plan to use your export files for importing or other integrations. person account records are included in the contact data. training & CertifiCation 24 . Salesforce CRM creates CSV files of your data. has correctly entered the text into the overlay. 6. select the frequency. This simple.com Certified administrator – Study guide ( Winter ‘11) If your organization is configured for data export. • If your organization uses person accounts and you’re exporting accounts. and time of day for your scheduled export. you can generate backup files manually once every 6 days or schedule them to generate automatically at weekly or monthly intervals. This option is only available if a week has passed since your last export. start and end dates. all account fields are included in the account data. You can follow the link in the email or use the Data Export link to download a zip file of your backup data. Select the desired encoding for your export file. The Export Now option prepares your files for export immediately.

.. Section 9-15. and Developer editions User Permissions Needed to refresh dashboard data: “run reports” anD access to view dashboard folders The data in each dashboard is as current as the date and time displayed in the As of. after a refresh completes. When dashboard data is refreshing.com Certified administrator – Study guide ( Winter ‘11) Section 9-14. When you refresh a dashboard. the dashboard data refreshes for anyone else in your organization that has access to that dashboard. weekly. or monthly so that you can work in Salesforce CRM without having to wait for the most recent data to refresh. Note: Enterprise and Unlimited Edition users can schedule dashboard refreshes. If necessary. Additional refreshes submitted during a refresh and up to 1 minute after the completion of a refresh are ignored.. select a dashboard from the View Dashboard drop-down list. click Refresh again. Professional. You can leave the dashboard and perform other functions in Salesforce CRM while the data refreshes. This functionality bypasses all security settings. Click Refresh and choose Schedule Refresh. you can send an email notification to yourself and other users that includes the dashboard in HTML format. You can only send dashboard refresh notifications to email addresses included on Salesforce user records. the refresh automatically stops. giving all users who can view the dashboard access to data they might not be able to see otherwise. a Refreshing Dashboard field displays at the top right corner of the dashboard. Furthermore. users view the most current data. The user in the Running User field determines the dashboard’s level of access to data. 2.Salesforce.. Enterprise.. If your dashboard data does not refresh after 10 minutes. to send an email that includes the refreshed dashboard to additional users. On the Dashboards tab. the notification displays text that includes a link to the dashboard in Salesforce CRM. Users can view the dashboard after they log in. To schedule a dashboard refresh: 1. Unlimited. Click Refresh to replenish your dashboard with the most recent data. Select a notification setting to send an email when the dashboard refresh finishes: • Click Me to send an email that includes the refreshed dashboard to the email address specified on your Salesforce CRM user record.. training & CertifiCation 25 . In email applications that do not support HTML. • Click Others. Scheduling a Dashboard Refresh available in: Enterprise and Unlimited editions User Permissions Needed to schedule and email a dashboard refresh: to delete the schedule to refresh a dashboard: “Schedule Dashboards” “Modify all Data” You can schedule an existing dashboard to refresh daily. from the drop-down button. field at the top right corner of the dashboard. 3. Refreshing Dashboard Data available in: Group.

You can perform the following actions on the All Scheduled Jobs page next to a specific dashboard refresh: ▪ ▪ ▪ ▪ Click Edit to update the notification and frequency settings of all instances of the scheduled dashboard refresh. For example. • In the Preferred Start Time drop-down list.. The dashboard refresh runs within an hour of the time you select in the Preferred Start Time drop-down list. Click Delete. If you schedule a dashboard to refresh on a specific day of every month.. the dashboard ▪ ▪ training & CertifiCation 26 . Click Save to schedule the dashboard refresh. if you schedule a dashboard to refresh on the 31st day of every month. then the dashboard will only refresh on months that have 31 days.com Certified administrator – Study guide ( Winter ‘11) 4. select the frequency at which the dashboard refreshes. Dashboards refresh in the time zone of the user who schedules the refresh. more options display that allow you to refine the frequency criteria. or Monthly fields. the dashboard will only refresh on months that have that specific day. click Setup | Monitoring | Scheduled Jobs. Weekly. Schedule the dashboard refresh: • In the Frequency field. Tip: Optionally. link to choose a preferred start time for the dashboard refresh. click the Find available options. For example. For example. if you select 2:00 PM as your preferred start time. users with the “Schedule Dashboards” and “View Setup and Configuration” permissions can view all the dashboards scheduled to refresh for your organization on the All Scheduled Jobs page. Enterprise Edition users can schedule up to one dashboard refresh per hour per day.Salesforce. To view the All Scheduled Jobs page. 2. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day. then the dashboard will refresh every day at 2:00 PM Pacific Standard Time. 5.. specify the dates during which you wish to schedule dashboard refreshes. • Your preferred start time may not be available if other users have already selected that time to refresh a dashboard. Click Refresh and choose Schedule Refresh. Tips on Scheduling a Dashboard Refresh Consider the following when scheduling a dashboard refresh: Your organization is limited to no more than 200 scheduled dashboard refreshes. 3. Click Del to permanently delete all instances of the scheduled dashboard refresh. When you click the Daily. Select the dashboard that has a scheduled refresh you want to delete from the View Dashboard drop-down list on the Dashboards tab. and you schedule a dashboard to refresh every day at 2:00 PM. choose “last” from the On day of every month drop-down list. if the Time Zone field on your user record is set to Pacific Standard Time. from the drop-down button. To delete a scheduled dashboard refresh: 1. • In the Start and End fields.. If you want a dashboard to refresh on the last day of every month. The scheduled refresh is permanently deleted and not sent to the Recycle Bin.

activate. Users can click any dashboard component in a dashboard refresh notification to view the report the dashboard component represents. and edit contracts install or uninstall appexchange packages from the appexchange training & CertifiCation 27 . Marketing User. save. run. Standard User. Users must log in to Salesforce CRM to view S-control data displayed in real time.com Certified administrator – Study guide ( Winter ‘11) ▪ may refresh any time between 2:00 PM and 2:59 PM. Note that users must log in to Salesforce CRM to view the report the dashboard component represents. contacts. users can click the name of the dashboard to log in to Salesforce CRM and view the dashboard directly. Contract Manager administrator. they view the notifications when the email clients are not connected to the Intern ▪ ▪ Section 9-16. Marketing User. Dashboards will not refresh as scheduled if the user in the Running User field does not have access to the folder in which the dashboard is stored. Contract Manager administrator. To send a dashboard refresh notification to other users. View dashboards based on reports Create AppExchange Packages Create Workspaces Delete Activated Contracts Download AppExchange Packages Create appexchange packages Create Salesforce CrM Content workspaces Delete contracts regardless of status. edit. create. Other users cannot access dashboards in your personal folders. read only. and delete reports. General Permissions The following table shows the general permissions associated with each standard profile. Contract Manager administrator. After users receive dashboard refresh notifications in their email clients. Standard User. To view the report that a table or metric dashboard component represents. and opportunities Profiles administrator. create. Dashboard components that include S-controls may not display in dashboard refresh notifications. Solution Manager. General User Permissions Permission Name Activate Contracts Approve Contracts Convert Leads Functions Controlled Change contract status to activate. the dashboard must be in a public folder with access granted to others. and delete contracts apply an approved status to a contract Convert leads into accounts. Contract Manager administrator administrator administrator administrator Create and Customize Reports View the reports tab.Salesforce. Solution Manager. users must click the name of the first column on the table or the metric label. Tips on Dashboard Refresh Notifications Consider the following when scheduling dashboard refresh notifications: ▪ ▪ ▪ ▪ Dashboard refresh notifications may not display properly in Microsoft Outlook 2007. In HTML-formatted dashboard refresh notifications. edit. Create. depending on how many other dashboards are scheduled to refresh at that time.

Solution Manager. Standard User. and delete forecasts. Contract Manager administrator. edit. Solution Manager. Contract Manager administrator. Solution Manager training & CertifiCation 28 . Contract Manager administrator. Perform actions on multiple cases in a list view. Solution Manager. Marketing User. Solution Manager. Marketing User administrator. Marketing User. Contract Manager administrator. Marketing User. Edit Opportunity Product Sales Prices enable users to change the sales price on products Edit Personal Quota Change your individual quota. such as mass transfer of cases Create. Solution Manager. Solution Manager. and delete events Profiles administrator. Standard User. edit. Contract Manager administrator.”“run reports. Standard User. Standard User. Contract Manager administrator.Salesforce. and delete custom fields in Salesforce CrM Content Create. Set up email-to-Case. and delete tasks Export Reports Use the Export Details to Excel and Printable View links to export reports to excel Import Leads Import Personal Contacts import leads and update campaign history using import wizards import personal accounts and contacts Import Solutions Mange Analytic Snapshots import solutions for the organization Set up and schedule analytic snapshots to run (also requires the “Schedule Dashboards. edit. Contract Manager administrator. Edit Self-Service Users enable and disable contacts for self-service and Salesforce CrM customer portal access Edit Tasks Create. Standard User. Categorize solutions Manage Cases administrator Manage Content Permissions Manage Content Properties Manage Content Types Manage Leads Manage Published Solutions administrator administrator administrator administrator administrator. Marketing User. Marketing User. edit. When you convert to customizable forecasts. and delete content types in Salesforce CrM Content Change Status of multiple leads in a list view Create. Marketing User. Standard User. Solution Manager. edit. edit.com Certified administrator – Study guide ( Winter ‘11) Permission Name Edit Events Functions Controlled Create. Contract Manager administrator. edit. custom profiles that have the “edit forecasts” permission will get the “edit Personal Quota” and “override forecasts” permissions. Solution Manager. Marketing User. Marketing User. this permission is only available for customizable forecasts. and delete workspace permissions in Salesforce CrM Content Create. Standard User. and delete solutions that are accessible to the public on your self-service portal or Web site.” and “View Setup and Configuration” permissions) Set support business hours. Solution Manager administrator Edit Forecasts Create. this permission is not available for customizable forecasts. Standard User. edit the Support Settings.

this permission is only available for customizable forecasts. read only. Solution Manager. Manually assign accounts to territories. View dashboards based on reports Send Email Send email to a single contact or lead. Marketing User. if the Show Custom Sidebar Components on All Pages user interface setting is selected. Configure organization-wide territory management settings allow users to edit two or more records simultaneously from a list with inline editing Profiles administrator Manage Territories administrator Mass Edit from Lists administrator. Change ownership of multiple leads in a list view Upload appexchange packages to the appexchange. Create test drives Username and password authentication is delegated to a corporate database such as active Directory or LDaP. Solution Manager. Send Stay-in-touch update emails Send Stay-in-Touch Requests Send Stay-in-touch email requests Show Custom Sidebar On All Pages if you have custom home page layouts that include components in the sidebar. Mass transfer leads via the Mass transfer feature. Products show in Offline Specify if products and price books are available in force. Standard User. Solution Manager. Contract Manager none Mass Email Send bulk emails to contacts and leads. displays your custom sidebar on all pages in Salesforce CrM. Contract Manager administrator. Contract Manager administrator.Salesforce. Marketing User. Standard User. Standard User. Solution Manager.com Certified administrator – Study guide ( Winter ‘11) Permission Name Manage Self-Service Portal Functions Controlled Set up and maintain Self-Service settings (also requires the “Customize application” permission to modify Self-Service page layouts and delete your organization’s Self-Closed Case Status value). Standard User. Contract Manager administrator. Standard User.com offline Run Reports View the reports tab. Solution Manager. Contract Manager administrator. Marketing User. add and remove users from territories. Create and edit account assignment rules. Send mass Stay-in-touch update emails Override Forecasts override your own forecast as well as forecasts for users that report directly to you in the role hierarchy. run Self-Service reports Create and edit territories. Marketing User. instead of the Salesforce user database Transfer Leads Upload AppExchange Packages Uses Single Sign-On administrator administrator none training & CertifiCation 29 . run reports. Contract Manager. Marketing User. Marketing User. Solution Manager. read only. Standard User. Solution Manager. Marketing User. Standard Platform User. Standard User. Standard Platform one app User administrator. the “Show Customer Sidebar on all Pages” permission is not available. Contract Manager administrator.

Search Fields The types of records you can search vary according to which edition you have. Profiles administrator Standard Object Permissions For each type of data. a user who does not have the “Read” permission on contacts will still be able to create custom apps that include the Contacts tab. object relationships. You can search for information within any of the fields listed below. Enterprise. Report Fields Fields Searched in Both Sidebar Search & Advanced Search Report Name Description Section 9-18. and delete records Note: If you remove the “Read” permission from a profile. and Developer editions User Permissions Needed to create or update custom report types: “Manage Custom report types” You define custom report types by objects.com Certified administrator – Study guide ( Winter ‘11) Permission Name View All Forecasts Functions Controlled View any user’s forecast regardless of the forecast role hierarchy. including: Tab will not be visible Fields of that type will not be visible on other tabs Related lists of that type will not be visible on other tabs Search results will not return records of that type Report data for records of that type will not be available Merge fields of that type will not be available Custom links of that type will not be visible The only exception is within the setup area. Section 9-17. users with that profile will not see that type of data anywhere. Defining Custom Report Types available in: Professional. Unlimited. For example. and fields. edit. custom profiles that have the “View all Data” permission will get the “View all forecasts” permission. The column lists fields searched in both the Sidebar Search and Advanced Search. When you convert to customizable forecasts. you can specify the following user permissions: ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Read – Users can only view records of this type Create – Users can read and create records Edit – Users can read and update records Delete – Users can read. training & CertifiCation 30 . users can create custom reports from it. this permission is only available for customizable forecasts.Salesforce. That user will not be able to view the Contacts tab when selecting the custom app that contains it. Once you have defined a custom report type.

2. and the custom object is deleted. • After you save a custom report type. Select a development status: • Choose “In Development” as the Deployment Status when first creating your custom report type to hide it from users while you’re designing and testing it. 7. Tips on Defining Custom Report Types Consider the following when defining custom report types: ▪ If the primary object on a custom report type is a custom object. 5. 6. • Choose “Deployed” as the Deployment Status when you want to allow users to create and run reports from the custom report type. then the custom report type and any reports created from it will automatically be deleted. Making the status “In Development” also prevents all users except those with the “Manage Custom Report Types” permission from creating and running reports from the report type. choose the object relationships a report can display when run from a custom report type. In addition. • All objects display in the Primary Object drop-down list. Enter a description for your custom report type. Click Next. • The primary object you choose determines the views available to users creating or running reports from your custom report type. if you select accounts as the primary object for your custom report type. 4. Categories are the options in the Select the type of data you wish to report on drop-down list on the first step of the report wizard. custom report types associated with custom objects in the Deleted Custom Objects list count against the maximum number of custom report types you can create. The name must be unique so that it can be distinguished from other custom report types in your organization.Salesforce. Making the status “In Development” hides the custom report type and any reports created from it from all users except those with the “Manage Custom Report Types” permission. you cannot change the primary object associated with it. Next. For example. Click New Custom Report Type. Click Setup | Create | Report Types. If you want to change the primary object. From the Primary Object drop-down list. select the primary object from which you want to build your custom report type. even if you don’t have permission to view leads. leads are available in the Primary Object drop-down list so that you can build lead report types for other users. Select a category in which to store the custom report type on the Select the Report Type page of the report wizard. 3. then users can view their report results by All Accounts or My Accounts from the View drop-down list on the Select Criteria page of the report wizard or on the Report Options of the report. you must define a new custom report type. training & CertifiCation 31 .com Certified administrator – Study guide ( Winter ‘11) To define custom report types: 1. Enter a name for your custom report type in the Report Type Name field. including those you do not have permission to view. For example.

and click Save. or person account. 7. Accounts will display if they have no contacts. click Add Campaign. training & CertifiCation 32 .Salesforce. if you’re defining a custom report type from which users can run reports that include accounts that may or may not have contacts. such as via a phone call to a sales rep. you can manually link a contact. change the Deployment Status back to “In Development” if you want to make further enhancements. lead. In the Campaign History related list. Updating Campaign History available in: Enterprise. For example. Change the Status of the individual.” Section 9-19. For example. Select the campaign.com Certified administrator – Study guide ( Winter ‘11) ▪ When entering a name for your custom report type. or person account with a campaign: 1. lead. or person account to a campaign and update that individual’s campaign status. 2. if you’re defining a custom report type from which users can run reports that include accounts that may or may not have contacts. View the detail page of the individual you want to link to the campaign. consider describing that report as This allows you to report on accounts and their contacts. we recommend including with or with or without between object names so users can easily understand what data will display in reports run from your custom report type. when entering a description for your custom report type. Unlimited. Select the Status of the individual for the campaign. ▪ ▪ After deploying a custom report type. considering naming that report Accounts with or without Contacts. and Developer editions available for an additional cost in: Professional edition User Permissions Needed to update contact campaign history: “read” on campaigns anD “read” on contacts to update lead campaign history: “read” on campaigns anD “read” on leads to update person account campaign history: “read” on campaigns anD “read” on accounts and contacts For campaigns that elicit responses one-by-one. To update the member status for a contact. click Edit next to the campaign name. A custom report type’s Deployment Status will automatically change from “Deployed” to “In Development” if its primary object is a custom object whose Deployment Status changes from “Deployed” to “In Development. and click Next. 4. we recommend that you clarify how the object relationships affect report results. Any user can do this via the Campaign History related list on a contact. or person account on an existing campaign: 5. In the Campaign History related list. Furthermore. lead. 6. View the detail page of the individual associated with the campaign. 3. lead. and click Save. To associate a contact.

and Developer editions available for an additional cost in: Professional edition Who has access to campaigns? Depending on your sharing settings. or run campaign reports. Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the “Import Leads” permission and “Edit” on campaigns). Unlimited. However. Adding Contacts to Campaigns Contact Source a report of existing contacts a CSV file of existing contacts a list view of existing contacts an individual contact detail page Recommended Campaign Member Tool Maximum Number of Records adding Campaign Members from reports Campaign Update Wizard adding Contacts or Leads from a List View to a Campaign adding.000 per import file 250 per list page 1 training & CertifiCation 33 . users in your organization can view campaigns.000 per report 50. In addition. Campaign FAQ available in: Enterprise. then selecting one of the following options: ▪ ▪ ▪ ▪ Add Members – Search to add campaign members from a search. We recommend that you use a third-party email-execution vendor to send emails for marketing campaigns. Both contacts and leads can be associated with your campaigns as campaign members. or Cloning individual Campaign Members 50. or person account plus the individual’s current status on the campaign. edit. editing. or delete existing campaign members.com Certified administrator – Study guide ( Winter ‘11) Note: The Campaign History related list shows the associated campaigns for a contact. Add Members – Import File to add campaign members by importing leads from a comma-delimited text file (. not for marketing purposes. only designated Marketing Users with the appropriate user permissions can create. The list does not retain the previous status for any campaign nor does it include any campaign that you don’t have access to view via sharing settings. view the advanced campaign setup. The following tables describe additional methods to add campaign members. Can I use mass email for my email campaigns? Mass email is designed for small-scale sales and support mailings. Edit Members – Search to view. Update & Add Members – Import File to edit campaign member status using an import file. How can I track which opportunities resulted from campaigns? Your company’s campaigns typically will target existing customers (contacts) and/or prospective customers (leads).000 per import file 250 per list page 1 Adding Leads to Campaigns Lead Source a report of existing leads a CSV file of new leads a list view of existing leads an individual lead detail page Recommended Campaign Member Tool Maximum Number of Records adding Campaign Members from reports Lead import Wizard adding Contacts or Leads from a List View to a Campaign adding. update. You can easily add members from a campaign member detail page by clicking the Manage Members drop-down button in the campaign detail section or in the Campaign Members related list.Salesforce. lead. and delete campaigns and configure advanced campaign setup. editing.000 per report 50.csv). An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User. or Cloning individual Campaign Members 50.

mouse over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page. Use your browser’s Print function to print the display. and Developer editions available for an additional cost in: Professional edition User Permissions Needed to view campaign lists: to change campaigns: “read” on campaigns “edit” on campaigns anD Marketing User checked in your user information Displaying Campaigns – Once you’ve located a campaign on the campaigns home or list pages. Tip: If your organization has enabled hover details. click the campaign name to display detailed information. In the lookup dialog. Creating Campaign Hierarchies – When creating or editing a campaign.com Certified administrator – Study guide ( Winter ‘11) Section 9-20. You can also click a related list hover link to jump down to the content of the related list without having to scroll down the page. Calculating Campaign Statistics – The campaign detail includes campaign statistic fields. click Save. and the opportunities that resulted from the campaign. Tagging Campaigns – If tags have been enabled. the Campaign Hierarchy related list contains aggregate statistics for a parent campaign and all the campaigns below it in the campaign hierarchy. click one of the tag names to view a list of all records with that tag.Salesforce. Advanced Setup – Click Advanced Setup to customize the Member Status values for a campaign. and then change the fields you want to update. you can search for an existing campaign or create a new parent campaign. You can also select a campaign name from the Campaign History related list of an associated lead. Note: If enabled by your administrator. or person accounts with a campaign or to update the status of existing campaign members. Linking Contacts. contact. Displaying and Editing Campaigns available in: Enterprise. Printing Campaigns – To view a printable display of all information for the campaign. training & CertifiCation 34 .” “Responded. Click more at the bottom of the page or View More below a related list to display more items. which are updated automatically and include values from all associated records regardless of whether you have read access to those records. Leads. attachments. Mouse over a related list hover link to display the corresponding related list and its number of records in an interactive overlay that lets you quickly view and manage the related list items. When you’ve finished. contacts. you can edit fields directly on the detail page. click Add Tags or Edit Tags in the Tags area directly under the colored title bar to tag the current record. click Printable View on the campaign detail page. or Person Account to Campaigns – Click Manage Members on the campaign detail page to associate leads. you can use the Parent Campaign lookup field to assign a parent to your campaign. or person account. The Member Status values are the possible responses that a member can have to the campaign such as “Sent. Editing Campaigns – To update a campaign. including activities. related list hover links display at the top of each detail page. Note: If your organization has enabled inline editing. You can also click Save & New to save the current campaign and create another. campaign hierarchies. If you have campaign hierarchies enabled. The related lists you see are determined by your personal customization and by any customization your administrator has made to page layouts or your permissions to view related data.” or “Attended. Unlimited. If the record has already been tagged.” Campaign Related Lists – The lower portion of the display provides information related to the campaign. click Edit. You can click individual items to display additional detail.

Associated contacts. task. If your organization has enabled collapsible page sections. Each solution can belong to more than one category. Categorizing Solutions available in: Professional. and Developer editions User Permissions Needed to delete cases: “Delete” on cases To delete a case. Sharing – To share a campaign with other users. Once your solutions are categorized. Click on Setup | App Setup | Customize | Cases | Support Settings. 4. Section 9-21.Salesforce. Choose the new Automated Case User by typing his/her full name in the field or by using the lookup icon. you can browse for and find solutions by category from the Solutions tab or when solving a case. and Developer editions User Permissions Needed to categorize solutions: “edit” on solutions Use solution categories to group similar solutions together. The deleted case is moved to the Recycle Bin. When you delete a case. Deleting Cases available in: Group. follow these directions: 1. all related events and tasks. click Sharing. training & CertifiCation 35 . This user will be listed on the case history for all actions that are system defined.com Certified administrator – Study guide ( Winter ‘11) To return to the last list page you viewed. All automated case actions will now have this new Automated Case User listed on the Case History. case comment. the Self-Service portal. or attachment from a case and then delete the case. If you undelete the case. groups. Unlimited. Professional. task. Customers can also browse published solutions by category in public solutions. and attachments are also deleted. Click Edit to change any of the listed support settings. the event. Enterprise. 2. case comments. and solutions are not deleted with the case. Section 9-23. any related items are also restored. 3. case comment. or attachment cannot be restored via undelete. Note: If you delete an event. and the Customer Portal. including: ▪ ▪ ▪ When a case is automatically assigned using assignment rules When a case is escalated When a case is created online via Web-to-Case To change the Automated Case User. The Del link and Delete button do not display for users who do not have the “Delete” permission on cases. click Del next to the case on the cases list page. Click Save. click Back to list at the top of the campaign detail page. Unlimited. or click Delete on the case detail page. Enterprise. Section 9-22. or roles. accounts. What is the Automated Case User used for? The Automated Case User is the user who will be listed in the Case History for all automated case actions in Salesforce. use the arrow icons next to the section headings to expand or collapse each section on the detail page.

see Customizing Solution Settings. For more information on how to enable category browsing. We recommend that you limit the number of categories to which a solution belongs. 3. In the solution category hierarchy. Click Save. Once solution category browsing is enabled. Select the custom object to display in the custom tab. View the solution you want to categorize. 4. Unlimited. Professional. Section 9-24. This related list is not visible unless your administrator has defined and enabled categories. click Create a new custom object now and follow the instructions in Defining Custom Objects. click Select to add a category to the solution. Click Setup | Create | Tabs. Click the Tab Style lookup icon to display the Tab Style Selector. as described in Defining Custom Objects. you have to modify the categories of its master solution. click Del in the Solution Categories related list on the solution detail page. translated solutions inherit solution categories from their master solutions.Salesforce. and Developer editions User Permissions Needed to create and edit custom tabs: “Customize application” To define a new tab to display the data stored in your custom object records: 1. To modify a translated solution’s categories. However. The label of the new tab is the same as the plural version of the custom object label. Note: You can create a custom report on solution categories. and users with the “Manage Categories” permission. If you put solutions into only the most relevant categories. 2. If you haven’t already created the custom object. The categories on a translated solution are synchronized with the categories on the master solution. they will be easier for users and customers to find. Click New in the Custom Object Tabs related list. click Deselect to remove a category from the solution. and Developer editions apex Page tabs available in: Group. 4. Enterprise. solution category information is not available in list views. 2. If a tab style is already in use. Click Hide styles which are used on other tabs to filter this list. all users with the appropriate permissions can categorize solutions. Creating Custom Object Tabs Custom object tabs and Web tabs available in: Group. Mouse over the style name to view the tabs that use the style. To later remove a category from a solution. training & CertifiCation 36 . Click a tab style to select the color scheme and icon for the custom tab. Click Select Categories in the Solution Categories related list. 1. If necessary. Enterprise. a number enclosed in brackets [] appears next to the tab style name.com Certified administrator – Study guide ( Winter ‘11) Administrators. Professional. 3. If multilingual solutions is enabled for your organization. can categorize solutions prior to enabling solution categories for the entire organization. 5. Unlimited. Repeat until you have added all applicable categories.

if the custom object displayed in the custom tab is named Expenses. 8. Choose the user profiles for which the new custom tab will be available: • Select Apply one tab visibility to all profiles and choose Default On. Note: This dialog only lists files in document folders that are less than 20KB and have the Externally Available checkbox selected in the document property settings. For Enterprise. and click Go! to find a document file name that includes your search term. • Specify the custom apps that should include the new tab. The New Custom Tab wizard reappears. Specify which fields display to users in the key lists section of the custom object tab home page. • Click Insert an Image. click Search in Documents. To create your own tab style: • Click the Color lookup icon to display the color selection dialog and click a color to select it. select the document folder. • Alternatively. 7. For Professional Edition organizations. 6. 9. Enter a description of the tab. Default Off. or Tab Hidden from the drop-down list for each profile. or Tab Hidden in Tab Visibility to determine whether the custom tab is visible to users with that profile. Specify Tab Visibility. click Create your own style on the Tab Style Selector dialog if you want to create a custom tab style and your organization has access to the Documents tab. if desired.com Certified administrator – Study guide ( Winter ‘11) Optionally. and Developer Edition organizations. select Apply a different tab visibility for each profile and choose Default On. choose Default On. choose a custom link to use as the introductory splash page when users initially click the tab. enter a search term. • Alternatively. If you choose Default On or Default Off. Default Off. Begin creating an event by doing one of the following: training & CertifiCation 37 . or Tab Hidden from the drop-down list. tab visibility is automatically set to Default On.Salesforce. and click Next. Unlimited. an option is added to the Create New drop-down list in the sidebar so users with the “Create” permission can quickly create a new record. Salesforce CRM replaces it with a default multicolor block icon. For example. Default Off. • Select a file and click OK. Section 9-25. an Expense option appears in this list. Optionally. To further customize the tab: ▪ ▪ Define the page layout for records displayed in the tab. and select the image you want to use. The page layout controls which fields are visible and editable when users are entering data in the custom tab. If the document used for the icon is later deleted. and click Next. • Click Save. • Check Append tab to users’ existing personal customizations to add the new tab to your users’ customized display settings if they have customized their personal display. Creating Events available in: All editions User Permissions Needed to create events: “edit events” 1.

click on a time to create an event for that time. Note: Depending on the type of series you’re creating. Click Save. leads. 3.Salesforce. • From the Open Activities related list of an associated record. 2. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. Note that the Check Spelling button must be enabled by your administrator. set a reminder on the event by selecting Reminder and choosing how long before the event you want to be reminded. 4. contacts. and end date and time. 5. Optionally. Enter the details of the event such as subject. click Save & New Task to save the event and create a new task or Save & New Event to save and create an additional event. you can create events that last up to 14 days. or resources are invited. such as a weekly staff meeting that occurs every Monday at 11:00 a. 2. Select the frequency of recurrence. click New Event. • On a multiuser calendar. Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. 1. Note: If multiday events are enabled for your organization. This topic describes how to complete the Recurrence section on the New Event page. select the users to invite and click New Event. Optionally. Optionally.m. Optionally. start date and time. Once you’ve created the recurring event series. Select the Create recurring series of events checkbox. click New Event. select Create recurring series of events to specify how often the event repeats. click Add Invitees to make the event a group event to which users. Once you’ve created the recurring event series. Spell checker does not support double-byte languages. the maximum number of occurrences is as follows: • Daily: 100 • Weekly: 53 • Monthly: 60 • Yearly: 10 training & CertifiCation 38 . click Check Spelling to spell-check the contents of the Description field. • On the week view or the month view of the calendar. • On the day view of the calendar.com Certified administrator – Study guide ( Winter ‘11) • From the Calendar section of the Home tab. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. Creating Recurring Events available in: All editions User Permissions Needed to create recurring events: “edit events” A recurring event is an event that repeats in a series. click the Add Event Icon ( ) next to a date to create an event on that date. Alternatively. Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. such as Japanese.

Contact or lead associated with the event. to assign the event to another user. the event is assigned to the creator. users with sharing access to the record can click it to view more details. this field is automatically filled in with the value from the corresponding contact or lead record. Set the start date and end date. indicates whether users other than the event owner can see the event details when viewing the event owner’s calendar. this field is for online meetings only. accounts. this field appears only if multiday events are enabled. opportunity. this value is automatically inherited from the related account. and Developer editions. enter a user’s name or select a user with the lookup icon. You can enter the name of the person or use the lookup icon to select the name. users with sharing access to the record can click it to view more details. cases. the number identifying the meeting. or free time. this field can hold up to 32KB of data. this field is for online meetings only. enter the password that meeting attendees should use to log in to the online meeting. the length of a timed event in hours and minutes. amounts display in the activity currency and are also converted to the user’s personal currency. assigned owner of the event. Webex meeting type. Division to which the activity belongs. otherwise. including modification date and time. this field is for online meetings only. Description Division Duration Email End Event Record Type Last Modified By Location Meeting Number Meeting Password Meeting Type Phone Private Related To Response Show Time As training & CertifiCation 39 . lead. By default. leads. or contacts. You can enter a date. campaigns. optional field that allows users invited to a group event to enter a note when they accept or decline the event. the phone number of the contact or lead associated with the event. including creation date and time. the activity belongs to the global division. Link used to attend an online meeting. this field cannot be set for group events or when adding or modifying an event in another user’s calendar. text note describing the event. Picklist that determines how this event appears when another user views your calendar: busy. this field is not available in Personal edition. the record that the event is associated with. Event Fields Field Activity Currency All Day Event Assigned To Attendee URL Contact or Lead Created By Date Description the default currency for all currency amount fields in the activity. this field only displays if you have the “read” permission for that type of record. available in enterprise. (read only) Planned date of the event. name of the field that determines what picklist values are available for the record. contracts. User who created the event. or choose a date from the calendar that displays when you put your cursor in the field. available only for organizations that use multiple currencies. this field appears only if multiday events are disabled. out of office. Unlimited. available only in organizations that use divisions to segment their data. this field is automatically filled in with the value from the corresponding contact or lead record. this field is for online meetings only and is not available for trial meetings. However. this option is not available when you associate the event with a lead instead of a contact. Private events cannot be associated with opportunities. additionally. User who last changed the event. such as an account. or custom object. or custom object.com Certified administrator – Study guide ( Winter ‘11) 3. the email address of the contact or lead associated with the event. (read only) Location of the event. Planned end date and time of the event. exported data files will always contain private events. Checkbox that specifies whether the event lasts all day. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field. this field is not available in Personal edition. if any. you can add the current time by clicking the time link next to the field. this field only displays if you have the “read” permission for that type of record. this field appears only if multiday events are disabled. users with the “View all Data” or “Modify all Data” permission can see private event details in reports and searches or when viewing other users’ calendars.Salesforce. case.

Click Save. or click Save & New Event to save the task and begin creating an event. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field. • Click New Task from the Open Activities related list of an associated record. Alternatively.com Certified administrator – Study guide ( Winter ‘11) Field Start Description Planned start date and time of event. select Make this the default setting. click Check Spelling to spell-check the contents of the Comments field. drop-down menu in the sidebar. Note that the Check Spelling button must be enabled by your administrator.” • Optionally. Subject Teleconference Details Teleconference Type Time Type Visible in Self-Service Creating Tasks available in: All editions User Permissions Needed to create tasks: “edit tasks” Tasks allow you to track the specific actions you plan to perform or have performed. each picklist value can have up to 40 characters. To save the current state of the checkbox as your personal default.. Hide Details – Others can see whether the user is available at given times.. additionally. but cannot see any other information about the nature of events in the user’s calendar. you can add the current time by clicking the time link next to the field. Spell checker does not support double-byte languages such as Japanese. Choose a Webex teleconferencing service. You can add the current time by clicking the time link next to the field. • Click Task from the Create New. such as “Meeting. enter any dial-in instructions or details. Section 9-26. this field appears only if multiday events are enabled. entry describing subject of activity. this field appears only if multiday events are disabled.” You can enter a subject or select from a list of previously defined subjects.Salesforce. 3. Organization-Wide Default Sharing Rule for Calendar Access System administrators have four options to choose from for the organization-wide default sharing rule for calendar access: 1. click Save & New Task to save the task and begin creating another new task. time of a planned event. this field is available for Webex customers only. see “Creating Group Tasks. this field is for online meetings only. To create a new task. follow these steps: 1. To get started: • Click New from the My Tasks section of the Home tab. such as making phone calls or sending mail. Enter the details of the task: • Tip: To assign independent copies of a new task to multiple users. • Use the Send Notification Email checkbox to specify whether or not to send a notification email to the task’s assignee when you save the task. 2. such as email or Meeting. Checkbox that specifies whether the completed event is visible in the Self-Service Portal. training & CertifiCation 40 . type of the event.

this setting is set to “Hide Details and Add Events. or cases to use for mass email recipient lists. users can insert events in other users’ calendars. Enter the name to appear in the View drop-down list. You can create new list views to see a specific set of records such as contacts. There may be additional options: • Lead and case list views can be restricted by queue. Administrators and users with the “Manage Public List Views” permission can also edit or delete public views and some of the standard Salesforce CRM views..” To change this setting: 1. or campaigns. • Activity list views have several options. 3. select All. manage. In general. you can use additional tools to customize. • Price book list views can be restricted by price book. 2. training & CertifiCation 41 . depending on the kind of record.. My Territory Teams means records associated with either territories to which you belong or territories below you in the territory hierarchy.” Section 9-27. Show Details and Add Events – In addition to the sharing levels set by Show Details. My Territories means records associated with territories to which you belong. or My. or delete public list views: “read” on the type of record included in the list “Manage Public List Views” Note: If your administrator has enabled enhanced lists. and edit list data.. Select the appropriate drop-down value for “Default Calendar Access. or opportunities above a particular Amount. account and opportunity list views can be restricted by My Territories or My Territory Teams. to specify the set of records to search. Specify Filter Criteria Filter by Owner These options vary. Click Setup | Administration | Security Controls | Sharing Rules | Edit. users. Enter View Name. You can also create views of contacts..Salesforce. create a list view of accounts in your state. To edit or delete any view you created. leads. navigate. • If your organization has territory management. click Create New View at the top of any list page or in the Views section of any tab home page. leads with a specific Lead Source. documents. 2. Hide Details and Add Events – In addition to the sharing levels set by Hide Details. Note: By default. For example.com Certified administrator – Study guide ( Winter ‘11) 2. Creating Custom List Views available in: All editions User Permissions Needed to create custom list views: to create. edit. Fill in the following: 1. To create a new view. click Edit next to the View drop-down list. 4. users can insert events in other users’ calendars. Show Details – Users can see detailed information about events in other users’ calendars.

up to 255 characters are displayed in the list view. To create list views that only your Salesforce CRM users can see.to show records in your current working division. To add or remove fields. Enterprise. and then share it with the All Internal Users group or a selected set of internal groups and roles. select the division that records in the list view must match. Filter by Division If your organization uses divisions to segment data and you have the “Affected by Divisions” permission. Use the arrows to arrange the fields in the proper sequence. such as Lead Source equals Web. Select Fields to Display The default fields are automatically selected. select the group or role from the list below it. You can choose up to 15 different fields to display in your view. select Visible to certain groups of users. 4. You can also use special date values in your filter criteria. users must also have the appropriate “Read” permission on the type of records within the list view. specify conditions that the selected items must match. Note: List views are visible to your customers in the Salesforce CRM customer portal if the Visible to all users radio button is selected for views on objects assigned to customer portal users’ profiles. select Visible to certain groups of users. role. Alternatively. 3. Unlimited. specify whether everyone or just you can see the custom view. or role including all users below that role to see the custom view. choose the type of group or role from the drop-down list. Filter by Additional Fields Optionally. You can display only the fields that are available in your page layout. training & CertifiCation 42 . Select --Current-.Salesforce. This option is not available in Personal Edition. and Developer Edition users can specify a public group. To see a list view. you’ll receive an error when attempting to save the list view.com Certified administrator – Study guide ( Winter ‘11) Filter by Campaign This option is available on the following list views: • Contacts home • Leads home • Mass email contacts • Mass email leads • Mass add campaign members wizard • Mass update campaign members wizard If you’re editing a list view that is filtered by campaign and don’t have at least “Read” access to the campaign. Restrict Visibility If you are an administrator or a user with the “Manage Public List Views” permission. and click Add. To share the list view. This option is disabled if you aren’t searching all records. select a field name and click the Add or Remove arrow. When you select a long text area field.

” Alternatively. the event is the original group event assigned to the event host.) Archived activities are not included in activity list views. you can view only those fields that are visible in your page layout and field-level security settings. applies only to events. note that your administrator may have customized the name of this field. To return to the last list page you viewed. leads. activity does not have a green sheet. or records owned by or shared with users in roles below you in the role hierarchy. the account is not a partner account or the lead or opportunity owner is not a partner user. the task Status field has a “Closed” value. Campaign is inactive. such as in a list view or report or when mass-deleting records. the account is a business account. records that have been shared with you. that is. you can use special picklist values for your search criteria. The view appears in the View drop-down list so you can access it later.” For example. not events. Filtering on Special Picklist Values The available fields vary according to which Salesforce CRM Edition you have. Note: The information you see in list views is only the data to which you have access— records you own or have read or read/write access to. not tasks. and opportunities: Partner Account Activities: All-day true false true false true false true false Activities: Event Invitation (Only for reports) Activities: Task true false false true false true false Description the account is a person account. Campaign is active and can be chosen from various campaign picklists. activity is an event. To show all closed/lost opportunities. Unlimited. such as in the campaign import wizards. the event is the meeting invite sent to another user for a group event. click Back to list at the top of any detail page. this field displays as the person account icon. Click Save. 5.Salesforce. enter “Closed equals True” and “Won equals False. enter “Won equals True” as your search criteria. These are special picklists with values of either “True” or “False. you can manually enter “True” or “False” in the filter criteria. task is still open. the account is a partner account or the lead or opportunity owner is a partner user. In addition.” Note: If you are creating filter criteria for a report or list view. the event has a specific time. the event is marked as an all-day event. not tasks. not an event. These are the available fields and their values: Special Picklist Field Value Accounts and contacts: Is Person Account Accounts. (Field-level security is available only in Enterprise. to show all opportunities you’ve won. Note: You can rename an existing list view and click Save As to save the criteria of the list view without altering the original view. Click the lookup icon to choose the value “True” or “False. applies only to tasks. and Developer Editions. activity is a task.com Certified administrator – Study guide ( Winter ‘11) When implementing a customer portal. applies only to events. create custom views that contain only relevant information for customer portal users and then make those views visible to customer portal users by sharing them with the All Customer Portal Users group or a selected set of portal groups and roles. When creating filter criteria. Activities: Closed Campaigns: Active training & CertifiCation 43 . the task has been closed. the lookup icon automatically displays when you choose to filter on one of the special picklists.

Product does not have a default revenue schedule. the Stage field has a value of the type Closed/Won or Closed/Lost. that is. the contact is not enabled for Self-Service. Product has a default revenue schedule. the contact is enabled to log in to your Self-Service Portal. Product does not have a default quantity schedule. that is. Case is still open. the partner for the opportunity has not been marked as the primary partner. the opportunity has not been won. the partner for the opportunity has been marked as the primary partner. the Private box on the opportunity is not checked. Case has been automatically escalated via your organization’s escalation rule. the contact may receive mass email. Product is active and can be added to opportunities in enterprise and Unlimited edition organizations. the contact cannot be included in a mass email recipient list. the lead has been converted. that is. the lead has not yet been viewed or edited by the owner since it was assigned to that user. the opportunity is closed. Case has a comment added by a Self-Service user. that is. the lead has been viewed or edited at least once by the owner since it was assigned. Product is inactive and cannot be added to opportunities. Case does not have a Self-Service comment. the lead cannot be included in a mass email recipient list. the opportunity owner has checked the Private box on the opportunity edit page. the opportunity is closed and won.Salesforce. the case Status field has a “Closed” value. the lead has not been converted. Case does not have a new Self-Service comment. the Stage field has a value of the type Closed/Won. Case has not been escalated.com Certified administrator – Study guide ( Winter ‘11) Special Picklist Field Value Cases: Closed true false true false Cases: New SelfService Comment Cases: Open (Only for reports) Cases: Self-Service Commented Contacts: Email Opt Out Contacts: Self-Service Active (Only for reports) Leads: Converted (Only for reports) Leads: Email Opt Out true false true false true false true false true false true false true false true Leads: Unread false true Opportunities: Closed false Opportunities: Primary (Only for Partner Opportunities report) Opportunities: Private false true Opportunities: Won false true Products: Active false Product: Has Quantity Schedule Product: Has Revenue Schedule Solutions: Visible in Self-Service Portal true false true false true false true false true Description the case is closed. Solution is not marked Visible in Self-Service Portal and is not visible to Self-Service Portal users. Product has a default quantity schedule. the solution has been marked Visible in Self-Service Portal and is visible to Self-Service Portal users. Cases: Escalated training & CertifiCation 44 . the lead may receive mass email. the case is open. the opportunity is still open. the case Status has a value that is not equivalent to “Closed. the Stage field may have a value of the type open or Closed/Lost. Case has a new comment added by a Self-Service user.” Case has been closed.

User is not a partner user. the translated solution has been updated to match the master solution with which it is associated. the translated solution has not been updated to match the master solution with which it is associated. and Developer Editions.google.com customers advertise online with Google AdWords as a mechanism to generate leads. including Google. Section 9-29. and Developer editions User Permissions Needed to enable territory management: “Manage territories” Territory management is not enabled by default in Salesforce CRM. User is not enabled for force. User is a partner user. What is Salesforce CRM for Google AdWords? Salesforce CRM for Google AdWords connects Salesforce CRM with Google AdWords. Unlimited. To request territory management for your organization. User is active and can log in. Unlimited. you’ll be ready to turn on territory management for your organization.Salesforce. User is not enabled to manage campaigns. After you’ve completed the prerequisites. Enabling Territory Management available in: Enterprise. Many salesforce. User is inactive and cannot log in. the solution Status field has a “reviewed” value. User has access to use force.com Certified administrator – Study guide ( Winter ‘11) Special Picklist Field Value true Solutions: Reviewed false true Solutions Out of Date false true false true false true false true false Description the solution has been reviewed. You must meet the following prerequisites before enabling territory management: ▪ ▪ Your organization must be using customizable forecasting. Users: Active Users: Offline User Users: Marketing User User: Is Partner Note: The special picklists you can view are only those that are visible in your page layout and field-level security settings. (Field-level security is available only in Enterprise. contact salesforce. User can manage campaigns. Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management. Solution is not reviewed. allowing you to track the effectiveness of your online advertising investments. you can: ▪ ▪ Take advantage of Google AdWords as a lead generation tool Correlate clicks on Google advertisements with Salesforce CRM leads 45 training & CertifiCation .) Section 9-28.com) is an online advertising service used to create advertisements that display on major search engines.com. Google AdWords What is Google AdWords? Google AdWords (http://adwords.com offline. With Salesforce CRM for Google AdWords.com offline use. that is.

or you can browse all slides published into your workspaces. Note: Working with presentations requires Adobe Flash® Player. copy. we recommend that you assemble the presentation outside of Salesforce CRM Content and then upload it into the appropriate workspace. Professional. Note: When you create. on the content details page click Clone & Customize. Group.11. If presentation assembly is disabled after presentations have been created. then easily assembling them in whatever sequence you choose using a simple drag-anddrop assembly tool. • To create a new presentation. select a specific training & CertifiCation 46 . In Salesforce CRM Content.com does not delete existing presentations but they cannot be customized or modified. The assembly tool allows you to create or modify the custom presentation by dragging and dropping individual slides.5 or higher.com provides a link to Adobe’s website where you can download Flash for free. clone & customize.0. Salesforce CRM Content not only uploads the entire file to your workspace but also extracts the individual slides so they are available when you assemble or modify a presentation. Click Search presentations to display all the PowerPoint files in your workspaces or click Search slides to display all the individual slides in your workspaces. To work with presentations: 1. and new customers Measure effectiveness using the Google AdWords dashboard and intelligently optimize your AdWords campaigns Creating and Modifying Presentations in Salesforce CRM Content Section 9-30. When you publish a PowerPoint file. If you do not have Flash installed. or modify a presentation. Unlimited. Salesforce. sales opportunities. use one of the following options: Note: The following options are only available if Enable presentation assembly is selected on the Setup | Customize | Salesforce CRM Content | Settings page. • To modify a presentation and save it as a new version. version 9. In this case. Salesforce CRM Content can perform a full-text search of each slide and return only slides applicable to your purpose. • To create a new presentation by copying an existing presentation.Salesforce. you can create a custom Microsoft® PowerPoint presentation by searching for and previewing slides. and Developer editions User Permissions Needed to create presentations: Manage Workspaces checked in your workspace permission definition or add Content checked in your workspace permission definition Note: Microsoft Office 2007 file previews are currently available through a pilot program. Salesforce. You can publish the presentation to a public workspace or keep it in your personal content area. it may time out. 2. Depending on whether you want to create. click the Workspaces tab and then choose Create New | Presentation.com Certified administrator – Study guide ( Winter ‘11) ▪ ▪ ▪ Track the results of Google AdWords campaigns from Salesforce CRM Analyze which keywords and advertisements are generating leads. Enterprise. To refine your results. on the content details page click Edit | Edit Presentation. or modify a presentation. Creating and Modifying Presentations in Salesforce CRM Content available in: Contact Manager.

Optionally. Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Workspaces tab. hover over a document and click the garbage can icon ( document from the presentation you are assembling. d. choose Save in my personal workspace. click Cancel to return to your starting point. suggested tags. You can re-upload the slide if you want the thumbnail to be visible. you must choose from the list of ë You can’t change or delete tag names. you can enter tags in the Tags field. Salesforce CRM Content associates your content with your personal language setting. you can choose from the list of suggested ë If your administrator assigned the restricted tagging rule. e. Tag your content. If you are modifying the presentation. • Click Clear at any time to revert your changes. for example if your work is still in progress. f. click Save. Optionally. ë If your administrator assigned the guided tagging rule. In the Save or Publish Content dialog: 4. The following options help you assemble your presentation: • In search results. • In search results. As you type a tag. tags or enter a new tag. hover over a presentation and click the slides icon ( presentation. • In search results. but that doesn’t training & CertifiCation 47 . c. The Language drop-down list is displayed if multi-language support is enabled. choose that author from the drop-down list. 3. Note that any PowerPoint 2007 files in your workspaces do not appear in search results and cannot be assembled into presentations. ) to view all the slides in the ) to view all the presentations ) to remove that • In the assembly section.com Certified administrator – Study guide ( Winter ‘11) workspace to search or enter a search term in the text box before clicking either button. When you select a tag it turns green.Salesforce. Click a suggested tag to add it to the Tags field automatically. add or modify the presentation’s description. To publish the content on behalf of another author. When you are done assembling your presentation. Drag the desired files or slides from the search results into the assembly section in the lower half of the window. click a file or slide to preview it in the lower half of the window. Click a tag to add it to the Tags field automatically. If users restrict their content searches to a particular language. delete the tag. Choose Add to presentation or Hide preview as needed. Select a workspace. Your tagging permission depends on the tagging rule assigned to the workspace: ë If the workspace does not have a tagging rule or if your administrator assigned the open tagging rule. b. The My Recent Tags list on the Contribute window shows the 20 tags you have used most recently. only content associated with that language is displayed in the search result set. You can remove tags from a document. but you can click on them to see the preview in the lower half of the window. If you do not want the presentation to be visible to other users in your organization. Note: Some slide thumbnails may not be visible or may only be partially visible. hover over a slide and click the presentation icon ( that use that slide. assign or change the presentation’s name. If you do not choose a language. a. 5. choose a language. complete the Reason for Change field.

salesforce.com and the “no software” logo are registered trademarks of salesforce. For More Information Contact your account executive to learn how we can help you accelerate your CrM success..com. 94105 United States 1-800-NO-SOFTWARE www.com owns other registered and unregistered trademarks.com Global Offices Latin America Japan Asia/Paci c EMEA +1-415-536-4606 +81-3-5785-8201 +65-6302-5700 +4121-6953700 Copyright ©2010. inc. Click Publish. choose one from the drop-down list.ë Tags are case insensitive. Corporate Headquarters The Landmark @ One Market Suite 300 San Francisco. Sg_Certifiedadmin_Winter11_2010-11-15 . h. or publish another file. g. inc. Salesforce. The case of the original tag is always used. The content type determines which custom fields appear for you to categorize and define your content. return to the Workspaces tab.com. Other names used herein may be trademarks of their respective owners. CA. You can then view the content details page. If multiple content types are available. You can’t have two tags with the same name even if they use different upper and lowercase letters. and salesforce. All rights reserved.salesforce.

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