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com Certified Administrator
training & CertifiCation
Salesforce.com Certified administrator – Study guide ( Winter ‘11)
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)
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
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
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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
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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:
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
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
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.
Salesforce CRM Overview
Describe the software-as-a-service (SaaS) model List and describe the different Salesforce applications List and describe the standard objects
training & CertifiCation
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
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
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
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
training & CertifiCation
modify.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. 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 .Salesforce.
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 .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. Web-to-Lead.Salesforce.
& 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. assignment rule. The following questions are representative of those on the Salesforce. escalation rules. The actual exam questions may be more or less difficult than this set of questions.com Certified administrator – Study guide ( Winter ‘11) Service & Support Administration (continued) Configure the settings and rules for Case processing. These questions are not designed to test your readiness to successfully complete the certification exam. including Business Hours. Applications.Salesforce. Web-to-Case. Sample Exam Questions training & CertifiCation 6 . 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. 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.
B. D. Logout. Who may be assigned a workflow task? (There are five correct answers. then log in again.) A. B. Change their language personal preference to Spanish. C. A single user Multiple users The record owner The record creator A Sales team role An Account team role training & CertifiCation 7 . D. D. C. Time-dependent workflow will not work with which type of workflow evaluation criteria? A.) A. Profile-based IP restrictions Organization-wide IP restrictions Profile-based login hour restrictions Organization-wide login hour restrictions 2. Which profile is a standard Profile? (Select all that apply. An administrator changed the organization’s default language from English to Spanish. Which feature does Salesforce CRM provide for restricting login access to the application? (There are three correct answers. F. 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. What must end users do to see this change? A. C. B. 3. Sales User Marketing User Invoice Manager Contract Manager 4. B. B. Nothing—they’ll see the application in Spanish immediately. D. D. C.com Enable Customizable Forecasting Enable Multiple Currencies 6. Purchase Unlimited Edition licenses Request a feature license from salesforce. E. D. What must an Administrator do to enable Advanced Currency Management for an organization? A. B.) A.Salesforce. C. C.com Certified administrator – Study guide ( Winter ‘11) 1. Refresh their browser.
com Connect for Lotus Notes. Note that this material is complementary to the ADM 201 Administration Essentials course materials and does not cover the same material. the API. After 1 year. Supplemental Study Material Profile-Based Login Hours and IP Addresses For each profile. Section 9-1. any login outside the specified hours is denied. If profile-based IP address restrictions aren’t set. or a desktop client such as Force.com Certified administrator – Study guide ( Winter ‘11) Section 7. B 5. Force. you can set the hours when users can log in and the IP addresses from which they can log in. C 3.com Connect for Office.com professionals will be notified automatically when new release content and exams become available.com Certified Administrator exam. Certified salesforce. Salesforce CRM then checks whether the user’s profile has IP address restrictions. you can restrict users’ ability to log in to Salesforce CRM by customizing User Profiles and your organization’s list of trusted IP addresses. If login hour restrictions are specified for the user’s profile. 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. When users log in to Salesforce. In preparing for the Salesforce. Force. Salesforce CRM confirms the login is authorized as follows: ▪ ▪ ▪ Salesforce CRM checks whether the user’s profile has login hour restrictions. D 1. All certifications include access to new release content for subsequent releases. Maintaining a Certification Section 9. or the Data Loader. training & CertifiCation 8 . you can set a list of IP address ranges from which they can log in. either via the user interface. there is a maintenance fee of $100 to keep the certification current for the following year. Force. A. along with the associated exams. F Section 8. 2. C Answers to Sample Exam Questions 6. D 4. Security and Identity Confirmation To help protect your organization’s data against unauthorized access.com Connect for Outlook. A. 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. B. The following information is drawn from Help & Training in Salesforce CRM and is provided as supplemental study material. any login from an undesignated IP address is denied and any login from a specified IP address is allowed. please study the material in the ADM 201 Administration Essentials student manual and this supplemental material. Maintaining a certification requires successful completion of release-level certifications for the major Salesforce CRM releases throughout the year. If IP address restrictions are defined for the user’s profile. D. for 1 year.Salesforce.com Connect Offline. the login is allowed. Organization-Wide Trusted IP Address List For all users. B. C. E.
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. After 24 hours. 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 security token is valid until a user resets the security token. For access via the API or a client. the user’s security token is automatically reset. 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. if their profile has IP address restrictions set. If single sign-on is enabled for your organization. see the Core Data Types Used in the API Calls topic in the Force. the login is blocked. or has the password reset. then the user must enter mypasswordXXXXXXXXXX to log in.Salesforce. • If the user’s login is from neither a trusted IP address nor a browser with a Salesforce cookie. When a user changes his/her password or resets the security token. 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. 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 . the activation link expires and users must repeat the activation process to log in. 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. 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. the login is allowed. changes the password. users must add their security token to the end of their password to log in. if a user’s password is mypassword. if the security token is enabled for your organization. A security token is an automatically generated key from Salesforce CRM. However. 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. Furthermore.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. For example. Partner portal and customer portal users aren’t required to activate computers to log in. the single sign-on authority usually handles login lockout policies for users with the “Is Single Sign-On Enabled” permission. Whenever a login is blocked or returns an API login fault. and the security token is XXXXXXXXXX.com Web Services API Developer’s Guide. 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. Users can obtain their security token by changing their password or resetting their security token via the Salesforce UI. Salesforce CRM sends a new security token to the email address on the user’s Salesforce CRM record. Salesforce CRM must verify the user’s identity: ▪ ▪ For access via the user interface. For more information on API login faults.
to change which tabs display in each app. customize the dashboard snapshot that displays on the Home tab. set which related lists display on your detail pages. ▪ Note: Your personal related list customization may change if your administrator alters the page layout for a particular tab. For all other tabs. Select “None” for the start and end times to allow users to be logged in at any time. 6. select a related list title in the Selected List box and click the Up or Down arrow. Section 9-3. Note: The first tab that displays when you select an app may change if your administrator changes the app’s default landing tab. you can enable custom fiscal years that will let you define a more complex and flexible fiscal year structure. To prohibit users from using the system on a specific day. training & CertifiCation 10 . The hours are exact times based on the Default Time Zone of the company as specified at Setup | Company Profile | Company Information. 4. select a related list title and click the Add or Remove arrow. Click Edit in the Login Hours related list. change the display order if desired. 3. make sure you’ve exported any data related to fiscal periods. Enabling Custom Fiscal Years If your fiscal year definition is not met by a standard fiscal year. set the start and end times to the same value. The link to customize your Home tab is available only if your administrator has customized your home page layout to include a dashboard. For your Home tab. You can: ▪ Click Customize My Tabs to change which tabs display when you log in or. Select the dashboard to use and click Save. 2. Section 9-2. if you have multiple apps. 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. To change the order of the related lists. Click Setup | Manage Users | Profiles and select a profile. Customizing Your Display available in: All editions Click Setup | My Personal Information | Change My Display to change various personal display options. Note: Before enabling custom fiscal years. and click Save. Set the days and hours when users with this profile can use the system. 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. Click Save. the system ends the user’s session when the restricted hours begin. Add each tab you want to display. 5.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. you’ll see the tabs that are set for your profile. 1. To add or remove related lists. Select an object from the drop-down list and click Customize My Pages to customize your display. By default. Note: If a user logs in before the restricted hours. Click Save when finished.Salesforce.
Salesforce. 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. merge fields. Visualforce – Administrators and developers can create templates using Visualforce. Warning: Custom fiscal years cannot be disabled once enabled. 4. Click Setup | Company Profile | Fiscal Year. Enabling custom fiscal years impacts your reports. training & CertifiCation 11 . quotas. click OK. Once you’ve enabled custom fiscal years. Select Custom Fiscal Year. 2. You must either know HTML or obtain the HTML code to insert in your email template. Back up your current data. 2. Do not enable custom fiscal years unless you understand and are prepared for all the implications.com Certified administrator – Study guide ( Winter ‘11) To enable custom fiscal years: 1.” All these email templates can include text. Text – All users can create or change text email templates. If you understand the effects of enabling custom fiscal years and you’ve exported all your data. a. Click Enable Custom Fiscal Years. Optionally. define your fiscal year. 5. forecasts. where the content of a template can contain information from multiple records. 4. and attached files. We suggest you generate weekly export data because changing the fiscal year will cause fiscal periods to shift. 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. Section 9-4. Run and export these reports to Excel: • Opportunity Pipeline • Quarterly Forecast Summary • Quota vs. and other date-sensitive material. If you aren’t certain you want to enable custom fiscal years. Visualforce email templates allow for advanced merging with a recipient’s data. This change will affect opportunities and forecasts organization-wide. 3. See “Creating Visualforce Email Templates. 3. generate weekly export data. Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. click Cancel. 6. HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. Actual b.
or merge fields. edits to the HTML version are not reflected in the text-only version. click Edit to change the message content. Initially. If you have permission to manage public email templates.com recommends that you leave the text-only version blank. Note: All custom and HTML email templates include a text-only version for recipients who are unable to read HTML emails. If you have the “Manage Public Templates” permission. see “Cloning Email Templates. If you leave the text-only version blank. choose an option from the File Location drop-down list to select a file from your computer or from a document folder. • Click Edit Text Version to change the content or merge fields of the text-only version.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. To select a file: • Click the Search in Documents link to search for files in the Documents tab. click Show Dependencies to see what components the template references. 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. ▪ Click Attach File from the Attachments related list to add an attachment to the template. the author is the person who created the email template. • Click Preview to view a sample of the template markup populated with data from your records. Salesforce CRM automatically creates the text-only content based on the current HTML version. Note: Salesforce. For Visualforce templates: • Click Edit Template to change the markup of the template page. When you leave the text-only version blank.” 12 ▪ ▪ ▪ ▪ training & CertifiCation . If you select an image logo or other graphic file. you can click [Change] next to the Author field to select a different author. For more information.” If “Developer Mode” is enabled. Click Clone to clone a template. From any Email Templates page: ▪ The Visualforce Attachments related list indicates which attachments are being generated through Visualforce markup. click Setup | Email | My Templates. The attached file is included in every email that uses the template. the text-only version is automatically generated when you edit the HTML version. make sure the document is marked as Externally Available on the Documents tab so all email recipients can view the image. see “Understanding Dependencies. Click Delete to remove the template. You can also send an email preview.Salesforce. For more information. subject. click Setup | Communication Templates | Email Templates. • Alternatively. If you choose not to leave the text-only version blank and instead manually create a text-only version.
email and mail merge templates. Lead Status.com Certified administrator – Study guide ( Winter ‘11) Section 9-5. list views. the Salesforce CRM partner portal. A default person account record type named “Person Account” is automatically created when person accounts are enabled for your organization. search results. Setting Field-Level Security ▪ ▪ Section 9-6. The fields users see on detail and edit pages are a combination of page layouts and field-level security settings. Unlimited. lead processes. and Developer editions User Permissions Needed to set field-level security: “Customize application” You can define which fields users can access. 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.Salesforce. picklist values. case Status. Record types can be used in various ways. Field-level security settings let administrators restrict users’ access to view and edit specific fields on detail and edit pages and in related lists. and page layouts to different users based on their profiles. available in: Enterprise. You can change the name of this record type. the field-level security overrides the page layout and the field will be read only for the user. These record types are called person account record types. Managing Record Types available in: Enterprise. and Developer editions User Permissions Needed to create or change record types: “Customize application” Record types let you offer different business processes. The most restrictive field access settings of the two always apply. for example: ▪ ▪ Create record types for opportunities to differentiate your regular sales deals from your professional services engagements. the Salesforce CRM customer portal. and when synchronizing data or importing personal data. and solution Status. Unlimited. if a field is required in the page layout and read only in the field-level security settings. 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. Person accounts are account records to which a special kind of record type has been assigned. You cannot delete all the record types for an object if the object is referenced in an Apex Code script. support processes. custom links.com Connect Offline. and offer different picklist values for each. Force. Important: The following user permissions override field-level security: ▪ ▪ “Modify All Data” “View All Data” 13 training & CertifiCation . For example. reports. and you can create additional person account record types. Create record types for cases to display different page layouts for your customer support cases versus your billing cases. 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.
3. in lookup dialog search results. Universally required fields always display on edit pages regardless of field-level security. 20 of which are reserved for prefix or suffix text. allows users to check a box. To define field-level security: 1. The relationship group wizard lets you create and edit relationship groups regardless of field-level security. This process reduces the number of page layouts for you to maintain. then use page layouts primarily to organize detail and edit pages within tabs. or editable (visible without read only) for users based on their profile. • To set field-level security for a particular field on all profiles: ë Select Setup | Customize. you can: ▪ Create page layouts to organize the fields on detail and edit pages. ë Select the field you want to modify. and in the key lists on tab home pages. indicating a true or false attribute of a record. Set the fields that display in search results. click a tab or activity link. use “true” for checked values and “false” for unchecked values. 2. Tip: Use field-level security as the way to restrict users’ access to fields. and then click Fields. ë Select a profile to change the field access for users with that profile. After setting field-level security for users based on their profiles. Verify users’ access to fields by checking the field accessibility grid. 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. The settings also override any lessrestrictive field access settings on the page layouts. Section 9-7. click View next to the tab you want to modify. Click Save. training & CertifiCation 14 . Custom Field Types The first step in creating a custom field is choosing the type of the field.Salesforce. Specify whether the fields should be visible.com Certified administrator – Study guide ( Winter ‘11) ▪ “View Encrypted Data” You can define field-level security from a profile or from a particular field. Do one of the following: • To set field-level security for all fields on a particular profile: ë Select Setup | Manage Users | Profiles. Field Type Auto Number Checkbox Description automatically assigns a unique number to each record. the import wizards and the weekly export tool use “1” for checked values and “0” for unchecked values. hidden. and then click Edit. ë In the Field-Level Security section. When using a checkbox field for a report or list view filter. read only. ▪ ▪ Note: Roll-up summary and formula fields are always read only on detail pages and are not available on edit pages. Note: These field access settings apply throughout Salesforce CRM. ë Click Set Field-Level Security. the maximum length of any auto-number field is 30 characters. They also may be visible to users even though they reference fields your users can’t see. Below is a description of each custom field type.
not the number of decimal of spaces specified in the number field configuration. Percent allows users to enter a percentage number. Salesforce.345 becomes 12. and does not run any force. standard objects. lookup relationship fields from campaign members to other objects are available. Values lose precision after 15 decimal places.5 becomes −24. if this field is specified for contacts or leads. 23. for more information on relationships. Date Date/Time allows users to enter a date or pick a date from a popup calendar. allowing click-to-dial functionality. 12. −22. Creates a relationship between two records so you can associate them with each other. 12. Note: Salesforce. and −23. the system automatically adds the percent sign to the number. they can also add the current date and time by clicking the date and time link next to the field. and the lookup field is not required in the page layout. you can limit the data by specific dates and times using any custom date field. this can be useful if you export data to excel or another spreadsheet. Salesforce. Consequently.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. opportunities have a lookup relationship with cases that lets you associate a particular case with an opportunity. which is validated to ensure proper format.com uses the round half even tie-breaking rule for currency fields. and you add a percent sign to the number. however. see overview of relationships. Note: Salesforce. users can choose the address when clicking Send an email. allows users to enter a date or pick a date from a popup calendar and enter a time of day. validation rules. Lookup relationship fields to campaign members are not available. 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. for example.34. See Building formulas and operators and functions. you can then display a related list to show all of the records that are linked to it.345 becomes 12. 22. Email Formula Hierarchical Relationship Creates a hierarchical lookup relationship between users. Lookup relationship fields are not available in Personal edition. or custom objects. for example.345 becomes −12.Salesforce.com uses the round half up tie-breaking rule for number fields.com (apex) triggers. Master-detail relationships cannot be used with campaign members. you can create a custom hierarchical relationship field to store each user’s direct manager. workflow rules. available for custom objects only. for more information on relationships. Picklist allows users to select a value from a list you define. Note: Salesforce. Note: if the decimal value is greater than 15. Number allows users to enter any number.5 becomes −22.com recommends that you do not use a custom phone field for fax numbers.5 becomes 22. allows users to automatically calculate values based on other values or fields such as merge fields.35 and −12. if a lookup field references a record that is deleted. you can limit the data by specific dates using any custom date field. for example. for example.Salesforce. See entering Phone numbers. Note: if you are using the Service Cloud’s call center. see overview of relationships. in reports.com automatically formats it as a phone number.34. the time of day includes aM or PM notation.345 becomes −12. a runtime error occurs. custom phone fields are displayed with the button. a lookup relationship creates a field that allows users to click a lookup icon and select another record from a popup window.5 becomes 24. Values lose precision after 15 decimal places. or roll-up summary fields. for example. ‘10’. training & CertifiCation 15 . a lookup relationship has no effect on record deletion or security. for example. on the associated record. Phone allows users to enter any phone number. allows users to enter an email address.35 and −12. in reports. You can create lookup relationship fields that link to users.com rounds numbers referenced in merge fields according to the user’s locale. although you can create a master-detail relationship field on a custom object that links to a standard object. this is treated as a real number and any leading zeros are removed. salesforce.com sets the lookup field to null. the system automatically formats the field as a currency amount. allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself.com Certified administrator – Study guide ( Winter ‘11) Field Type Currency Description allows users to enter a currency amount.
contact salesforce. any length from 256 to 32. and Developer editions User Permissions Needed to map lead fields: “Customize application” When you convert a qualified lead. training & CertifiCation 16 . • Remember to map custom lead fields to other custom fields of the same data type. Unlimited. allows users to enter any combination of letters. With the use of a toolbar.000 characters is allowed. For each custom lead field. to enable encrypted fields for your organization. or maximum value of related records. You can set a maximum length of up to 175 characters. allows users to enter up to 255 characters of any valid website address. the UrL will open in a separate browser window. minimum.com. and opportunity fields. allows users to enter up to 32. Enterprise. Click Save. up to 255 characters. note that every time you press Enter within a long text area field. numbers. a custom account field called “total number of guests” displays the number of guest custom object records in the guests related list for accounts. Text Text (Encrypted) Text Area Text Area (Long) Text Area (Rich) URL Section 9-8.000 characters that display on separate lines similar to a Description field. add a hyperlink. Select Setup | Customize | Leads | Fields | Map Lead Fields. contact. choose a custom account. your data may become truncated if the mapped text field is not large enough to hold the entire lead picklist value.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. these 2 characters count toward the 32. strike-out. note that only the first 50 characters are displayed on the record detail pages. if desired. contact. contact.Salesforce. the maximum size for uploaded images is 1MB. upload or link to an image. for more information. or opportunity field into which you want the information inserted when you convert a lead. modify alignment. When users click on the field. or symbols that are stored in encrypted form. You can set a maximum length. allows users to enter up to 255 characters that display on separate lines similar to a Description field. map numeric lead fields to other numeric fields or long text area fields to other long text area fields. bold. that is. users can format the field content and add images and hyperlinks. the information from the standard lead fields is inserted into standard account. indent. the toolbar allows the user to undo. allows users to enter any combination of letters. underline. and outdent. ë You can map fields of type Text or Text Area to long text area fields.000 characters. the maximum field size is 32. Professional. see Using rich text area fields. these fields display each value separated by a semicolon. or symbols. only gif. this data type is not available for activities or products on opportunities. jpeg and png file types are supported. redo. 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. a line break and a return character are added to the text. add a numbered or non-numbered list. for example. numbers. However. There are some exceptions: ë You can map between text and picklist fields. you can specify how you want that custom information converted into custom account. automatically displays the record count of related records or calculates the sum. or opportunity fields. Mapping Custom Lead Fields available in: Group. inclusive of all the formatting and HtML tags. To specify the mapping for custom lead fields: 1. If your organization has custom lead fields. italicize.000 character limit. You can set the length of this field type to a lower limit.
Note: You cannot rename the Forecasts tab. and release communications. Cases. For example. currency.com’s standard application terminology will have some implications on your Salesforce CRM administration and your users’ experience in the application. • Any standard lead picklist fields that are blank are mapped to the default picklist values for the account. or Percent to other number. Campaigns. support. Price Books. Note: If you change the data type of any custom field used for lead conversion. You will need to rename each tab manually. Salesforce. especially in the areas of help. will automatically reflect the new terminology you define. Section 9-9. object. 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. Please review the information below in detail. For example. contact. please follow the instructions at the end of this message. Documents. Contracts. or Picklist. training & CertifiCation 17 .com Certified administrator – Study guide ( Winter ‘11) ë You can map auto-number fields to fields of type Text. Text Area. Leads. if your lead currency field has a length of 3 and 2 decimal places. ▪ ▪ ▪ The standard list views on every Salesforce tab will continue to use the standard object names even if you change them. Opportunities. If you’re ready to move ahead with this feature. training. map it to another custom currency field with a length of 3 and 2 decimal places.com wants to make sure you’re aware of this limitation before we activate the feature for your organization.Salesforce. Currency. Assets. Which standard application terminology can be renamed? Only the following standard tabs and objects can be renamed: Accounts. or percent fields of exactly the same length and decimal places. and field names show up within the application? All Salesforce CRM pages accessible by your end users. if you rename Accounts to Companies. ë Roll-up summary fields are not available for mapping lead fields of converted leads. and Solutions. and opportunity. Contacts. that lead field mapping will be deleted. all labels and sentences on these pages will be automatically reconstructed to reflect your new terminology. Titles and descriptions of all standard reports will continue to use the standard object names even if you change them.com disable this feature): Renaming salesforce.” 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. Partners. Titles and descriptions of all standard email templates will continue to use the standard object names even if you change them. 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. ë Do not map custom formula fields to other formula fields or any other type of field. Products. including Personal Setup pages. Where will the new tab. • Remember to map custom lead fields of type Number. In other words.
In addition. reports. you can also create your own online help and user documentation. training & CertifiCation 18 . forecasts. if you already have a custom email template titled “Account Health Check. administrative checkbox that enables or disables user login to the service. Up to 40 characters are allowed in this field. Up to 40 characters are allowed in this field. Shown only in organizations using multiple currencies. Up to 8 characters are allowed in this field. For example. Street address for a user. and other pages where the entire name does not fit. Salesforce. This limitation should be an important consideration in deciding whether to rename Salesforce CRM’s standard terminology. opt in to receive administrator-targeted promotional emails from salesforce. 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. Some fields are only displayed to administrators when creating or editing users. 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. Country portion of the user’s address. City portion of the user’s address. views. If your organization renames tab and object names.com uses this field to help you troubleshoot issues related to aPi tokens if issues should occur. your users will first see a new overview page when they click on our online help links. Salesforce CRM will let you point our context-specific help links on each end-user page to your own online help.Salesforce. indicates whether an aPi token has ever been reset. This list includes but is not limited to custom fields. name of the associated contact if the user is a partner user. Up to 40 characters are allowed in this field. Here’s a description of the fields (in alphabetical order) that make up a user’s personal information in Salesforce CRM. Section 9-10. page layouts. This new page will provide the mapping between Salesforce CRM’s standard names and your renamed terminology. User Fields The available fields vary according to which Salesforce CRM edition you have. User’s default currency setting for new records. indicates whether the user is allowed to use customizable forecasting. record types. however.com. reports. available only for organizations that use multiple currencies. Short name to identify a user on list pages. and reports.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. this must be one of the active currencies for the organization. Up to 255 characters are allowed in this field. Company name where the user works. this field is not available if your organization has disabled your choice to receive emails from salesforce. (read only) User’s default currency for quotas. the name of the call center to which this user is assigned. including creation date and time. 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. User who created the user.com. and communication templates.” you’ll have to change it to “Company Health Check” to reflect your new terminology.
Shift_JIS.com. Bob Johnson in the english (United States) locale displays as Bob Johnson. Up to 80 characters are allowed in this field. a user’s individual Language setting overrides the organization’s Default Language. for example. whereas the Chinese (China) locale displays the name as Johnson Bob.com Certified administrator – Study guide ( Winter ‘11) Field Default Division Description Division that is applied. Company division to which user belongs. to all new accounts and leads created by the user. and Unlimited edition. available only for organizations that use multiple currencies. ISO8859-1 represents all Latin characters and should be used by english-speaking users. time of day a user generally stops working. Depending on the approval process settings. this user can also approve approval requests for users. Users can change their division at any time. Delegated Approver Department Development Mode Division Email Email Encoding User lookup field used to select a delegate approver for approval requests. for example. Must be a valid email address in the form: jsmith@acme. as displayed on the user edit page. Up to 80 characters are allowed in this field. Salesforce CrM lets you inactivate users who are referenced in the Manager field.Salesforce. this field is especially useful for creating hierarchical workflow rules and approval processes without having to create additional hierarchy fields. available at Setup | My Personal Information | Personal Information. first name of a user. date/time. and ISO-2022-JP are useful for Japanese users. Employee Number End of day Fax Federation ID First Name Information Currency Language Last Login Last Name User License Locale Date of last login. Note: Unlike other hierarchy fields. the organization’s Display Language applies to all users. Up to 40 characters are allowed in this field. this field is only visible to organizations that have Visualforce enabled. and contacts. this setting does not restrict the user from viewing or creating records in other divisions. they display using a 24-hour clock (for example. the default currency for all currency amount fields in the user record. the value used to identify a user for federated authentication single sign-on. enterprise. EUC-JP. 2:00 PM). Country or geographic region in which user is located. as displayed on the user edit page. for Personal and group edition users. their personal locale. group that user works for. email address of a user. whereas in the english (United Kingdom) locale. but is not supported by some older email software. for all other users. all text and online help is displayed in this language. for example. training & CertifiCation 19 . Used to define the times that display in the user’s calendar. dates in the english (United States) locale display as 06/30/2000 and as 30/06/2000 in the english (United Kingdom) locale. Character set and encoding for outbound email sent by a user from within Salesforce. Up to 40 characters are allowed in this field. not available in Personal edition or group edition. enables development mode for creating and editing Visualforce pages. UTF-8 (Unicode) represents all characters for all the world’s languages. the new record is assigned to the existing record’s division. times in the english (United States) locale display using a 12-hour clock with aM and PM (for example. the default division is not used. by default. the primary language for the user. When users create records related to an account or other record that already has a division. and number fields. this field establishes a hierarchical relationship. the locale is set at the organization level via Setup | Company Profile | Company Information. (read only) Last name of a user. indicates the type of user license. in organizations using Professional. overrides the organization setting. such as Customer Support. unless he or she explicitly sets a different division. the Locale setting affects the format of date. preventing you from selecting a user who directly or indirectly reports to himself/herself. PC Sales group. Up to 80 characters are allowed in this field. 14:00). the Locale setting also affects the first and last name order on Name fields for users. available only in organizations that use divisions to segment their data. identifying number for a user. Manager Lookup field used to select the user’s manager. leads. fax number for a user.
com. such as Western region Support Manager. select this checkbox and do not select the Receive Salesforce Content Daily Digest checkbox. or authors. (read only) Combined first and last name of a user. to receive email. which can be changed by an administrator. training & CertifiCation 20 . or authors. including modification date and time. tags. enterprise. granting the user access to Salesforce CrM’s mobile capabilities. workspaces. the Mobile User checkbox is enabled by default for Unlimited edition users. workspaces. administrative checkbox that indicates whether a user has access to use Salesforce CrM Content. Phone number of a user. to receive real-time email alerts. administrative checkbox that indicates whether a user has access to use force. if selected.” and users in parts of indiana that do not follow Daylight Savings time should select the setting with “america/indianapolis.” 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. as displayed on the user detail page. specifies that a user with Salesforce CrM Content subscriptions will receive a oncedaily email summary if activity occurs on his or her subscribed content. this field is only visible to organizations that use Salesforce CrM to manage mobile configurations. if selected. to use the campaign import wizards.Salesforce. Listing of custom links for users as set up by your administrator. time of day a user generally starts working. not available in Personal edition or group edition. amount of disk storage space the user is using. if selected. State or province portion of a user’s address.com. Up to 80 characters are allowed in this field. if no mobile configuration is specified. Up to 40 characters are allowed in this field. administrative field that specifies the position of a user within an organization. Checkbox that specifies if the user was created via self-registration to a customer portal. User who last changed the user fields. roles are selected from a picklist of available roles. edit. this field is not available if your organization has disabled your choice to receive emails from salesforce. and Unlimited editions only. allocates one Salesforce CrM mobile license to the user. Up to 40 characters are allowed in this field. the number of user records with this checkbox enabled cannot exceed the total number of mobile licenses in the organization. Used to define the times that display in the user’s calendar. Zip code or postal code portion of a user’s address. Up to 80 characters are allowed in this field. Up to 20 characters are allowed in this field. specifies that a user with Salesforce CrM Content subscriptions will receive email notifications if activity occurs on his or her subscribed content.com offline. 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. disable the checkbox for all your users. Mobile Configuration the mobile configuration assigned to the user. administrative field that defines a user’s permission to perform different functions within the application. Up to 20 characters are allowed in this field. tags. to prevent users from activating Salesforce CrM on their mobile devices before you’re ready to deploy Salesforce CrM mobile in your organization. this field defaults to the mobile configuration assigned to the user’s profile. available in enterprise and Unlimited editions only. the user must also select the Receive Salesforce Content Email Alerts checkbox. Mobile Mobile User Cellular or mobile phone number. available in Developer. administrative field that defines the user’s login.com Certified administrator – Study guide ( Winter ‘11) Field Marketing User Description Checkbox that indicates whether a user has access to create. and delete campaigns and configure advanced campaign setup. opt in to receive user-targeted promotional emails from salesforce. 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). Users in arizona should select the setting with “america/Phoenix. Primary time zone in which a user works.
6. checkbox if you want to transfer open opportunities owned by other users that are associated with the account. fill in the name of the existing record owner in the Transfer from field. Optionally. check the box in the column header to select all currently displayed items. For leads. Note: Mass transfers do not trigger workflow rules.com Certified administrator – Study guide ( Winter ‘11) Section 9-11. checkbox if you want to transfer open cases that are owned by the existing account owner and associated with the account.. Optionally. 3. If your organization uses divisions. Professional. Fill in search conditions that the records you’re transferring must match. Click Transfer. 4. Unlimited. you can transfer to users or queues. • 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.. 8. Before transferring a record. In the Transfer to field. you could search accounts in California by specifying “Billing State/Province equals CA. some associated items that are owned by the current record owner are also transferred to the new owner. Deselect this checkbox if you want to remove the existing account team associated with the account. • Select the Keep account teams checkbox if you want to maintain the existing account team associated with the account. 2. • Select the Transfer closed opportunities checkbox if you want to transfer closed opportunities associated with the account. 5. training & CertifiCation 21 . make sure the new owner has sharing access and at least “Read” permissions to the record you’re transferring and all associated records. For example. select the Change division... Click the link for the type of record to transfer. • Select the Transfer open cases. Transfer of Associated Items When you change record ownership. Choose Find to look for records that match. When transferring accounts.. 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. Enterprise. Select the checkbox next to each record you want to transfer. fill in the name of new record owner. 10.Salesforce.. For leads. closed opportunities owned by other users aren’t changed. 7. Transferring Records available in: Group. This option applies only to closed opportunities owned by the account owner. checkbox to set the division of all transferred records to the new owner’s default division. you can transfer from users or queues. Choose Setup | Data Management | Mass Transfer Records.” 9. you can: • Select the Transfer open opportunities.
Leads Access to Transferred Items When transferring accounts and their related data in Professional. use the Add and Remove arrows to move fields between the Available Fields list and the Selected Fields list. and Developer editions User Permissions Needed to set up Web-to-Lead: “Customize application” To set up Web-to-Lead: 1. Enterprise. the default response template to use for the email response that is automatically sent to prospects when they submit an online lead. open activities are not transferred. To select the fields to include on your Web-to-Lead form. 2. the user who will be listed as the creator of online leads and who will appear as the sender of email responses. Tip: Use a custom multiselect picklist to allow potential customers to express interest in several products. Unlimited. Use the Up and Down arrows to change the order of the fields on your form. and Developer Editions. and optionally. sharing rules. Professional. 4. • Be sure to select the Campaign field (and optionally. 3. this template must be marked as “available for Use. or sales teams is removed. Any relevant sharing rules are then applied to the data based on the new owners. this user must have the System administrator profile or the “Modify all Data” and “Send email” permissions. open opportunities owned by the current account owner. When transferring leads to a queue. Section 9-12. the Campaign Member Status field) if you’re using Web-to-Lead as part of a campaign. 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.com Certified administrator – Study guide ( Winter ‘11) Record Accounts Associated Items that are Also Transferred Contacts (on business accounts only). Enterprise. Click Setup | Customize | Leads | Web-to-Lead. if you set up response rules to use different email templates based on the information submitted. add the Lead Currency field if you add any currency amount fields.” Note: auto-response rules are not available in group edition. Click Save. To create and generate a Web-to-Lead form. otherwise. all amounts will be captured in your corporate currency. all previous access given by manual sharing. attachments. the default response template is used when no response rules apply. Unlimited. • For organizations using multiple currencies. open activities. The new owner may need to manually share the transferred accounts and opportunities as necessary to grant access to certain users. Setting Up Web-to-Lead available in: Group.Salesforce. Leave this option blank if you don’t wish to send emails when no response rules apply. notes. open activities. closed opportunities and open opportunities owned by other users. training & CertifiCation 22 . 5. click Create Web-to-Lead Form.
Don’t forget to remove it before releasing the Web-to-Lead page to your Web site.com. All leads generated from your Web site are initially marked with the “default status” specified by the Lead Status picklist. If your organization uses the translation workbench or has renamed tabs. Note: If you give a user the “Weekly Data Export” permission. training & CertifiCation 23 . add the line <input type=”hidden” name=”debug” value=”1”> to your code. select the Lead Record Type field if you want users submitting Web-generated leads to select a specific record type. The source of your Web-to-Lead form is always in your personal language. Section 9-13. If your organization exceeds its daily Web-to-Lead limit. Users can select the My Unread Leads list view to quickly locate all their new leads. 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. If you want to test the Web-to-Lead form. Click Finished. Default Locale and Currency Locale. 6. 7. 9. 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. Also. To sign up for the Data Export Service. All universally required fields must have a value before a record can be created via Web-to-Lead. This permission is granted by default only to the System Administrator profile because of the wide visibility it enables. You can export all your organization’s data into a set of comma-separated values files. 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.” and are changed to “Read” only when the lead owner views or edits that lead. Note: The format for date and currency fields captured online is taken from your organization’s default settings. Exporting Backup Data available in: Enterprise. if a new lead cannot be generated due to errors in your Web-to-Lead setup. In addition. Specify the complete URL to which users should be directed after they submit their information. This line redirects you to a debugging page when you submit the form.Salesforce. This URL could be a “thank you” page or your company’s home page. 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. Customer Support is notified of the problem so we can help you correct it. Salesforce CRM runs field validation rules before creating records submitted via Web-to-Lead and only creates records that have valid values. and click Generate. select the language for the form labels displayed on your Web-to-Lead form. which is needed to export data. 8. For Web leads that are generated as part of a campaign. all new leads are marked as “Unread.com Certified administrator – Study guide ( Winter ‘11) • For organizations using record types on leads. contact salesforce.
Click Setup | Data Management | Data Export and Export Now or Schedule Export. you can include all data in your export file. • If your organization uses person accounts and you’re exporting accounts. start and end dates. 6. You have 48 hours to download the zip file from this page. indicate who should be notified by email when the backup files are ready.. you can generate backup files manually once every 6 days or schedule them to generate automatically at weekly or monthly intervals. data from all divisions is included in the export. Select Include attachments. Select the types of data to include in your export. Also. after that. it will be deleted. If you’re running the export now. click Start Export. 4. person account records are included in the contact data. CAPTCHA is an acronym that stands for “Completely Automated Public Turing Test To Tell Computers and Humans Apart.Salesforce. Salesforce CRM may require users to pass a user verification test to export data from their organization. 5. Note the following: • Formula and roll-up summary fields are always excluded from exports. If desired. 3. has correctly entered the text into the overlay. This simple. text-entry test helps prevent malicious programs from accessing your organization’s data. all account fields are included in the account data. the contact data only includes the fields shared by contacts and person accounts. Depending on the encoding selected. rather than the position of the columns. This functionality may be useful if you plan to use your export files for importing or other integrations. users must type the two words displayed on the overlay into the overlay’s text box field and click the Submit button. and time of day for your scheduled export. Salesforce CRM uses CAPTCHA technology provided by reCaptcha to verify that a person. The Export Now option prepares your files for export immediately. as opposed to an automated program. select the frequency. The Schedule Export option lets you schedule the export process for weekly or monthly intervals. 2. click Save. 1..com Certified administrator – Study guide ( Winter ‘11) If your organization is configured for data export. Salesforce CRM creates CSV files of your data. Select the desired encoding for your export file. • If your organization uses divisions. Note that the words entered into the text box field must be separated by a space. if you want your export data to include attachments. Select Replace carriage returns with spaces if you want your export files to have spaces instead of carriage returns or line breaks. training & CertifiCation 24 . To pass the test. 7. Note: For security purposes. • If your organization uses person accounts and you’re exporting contacts. If you’re scheduling your export. If you scheduled the export.” Tip: Any automated processes that process the export files should rely on the column headings in the CSV files. However. You can follow the link in the email or use the Data Export link to download a zip file of your backup data. This option is only available if a week has passed since your last export. We recommend that you include all data if you’re not familiar with the terminology used for some of the types of data. and emails you when the file is ready. you may have to make adjustments to the export file before viewing it. zips them into one archive.
Additional refreshes submitted during a refresh and up to 1 minute after the completion of a refresh are ignored. or monthly so that you can work in Salesforce CRM without having to wait for the most recent data to refresh. weekly... from the drop-down button. If necessary. This functionality bypasses all security settings. 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. the refresh automatically stops. When you refresh a dashboard. If your dashboard data does not refresh after 10 minutes. You can leave the dashboard and perform other functions in Salesforce CRM while the data refreshes.. Refreshing Dashboard Data available in: Group. to send an email that includes the refreshed dashboard to additional users. • Click Others. select a dashboard from the View Dashboard drop-down list. giving all users who can view the dashboard access to data they might not be able to see otherwise. the dashboard data refreshes for anyone else in your organization that has access to that dashboard. Professional. Click Refresh and choose Schedule Refresh. Note: Enterprise and Unlimited Edition users can schedule dashboard refreshes. Furthermore.. Unlimited. 3.Salesforce. users view the most current data. The user in the Running User field determines the dashboard’s level of access to data. 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. Users can view the dashboard after they log in. To schedule a dashboard refresh: 1.. When dashboard data is refreshing. the notification displays text that includes a link to the dashboard in Salesforce CRM. Enterprise. Section 9-15. 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. click Refresh again. a Refreshing Dashboard field displays at the top right corner of the dashboard. You can only send dashboard refresh notifications to email addresses included on Salesforce user records.com Certified administrator – Study guide ( Winter ‘11) Section 9-14. Click Refresh to replenish your dashboard with the most recent data. after a refresh completes. On the Dashboards tab. training & CertifiCation 25 . field at the top right corner of the dashboard. In email applications that do not support HTML. 2. you can send an email notification to yourself and other users that includes the dashboard in HTML format..
For example. Select the dashboard that has a scheduled refresh you want to delete from the View Dashboard drop-down list on the Dashboards tab. 3. • In the Start and End fields. and you schedule a dashboard to refresh every day at 2:00 PM. Tip: Optionally. The scheduled refresh is permanently deleted and not sent to the Recycle Bin. When you click the Daily. 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. The dashboard refresh runs within an hour of the time you select in the Preferred Start Time drop-down list. or Monthly fields. • In the Preferred Start Time drop-down list.Salesforce. click Setup | Monitoring | Scheduled Jobs. Schedule the dashboard refresh: • In the Frequency field. more options display that allow you to refine the frequency criteria. Click Refresh and choose Schedule Refresh. Enterprise Edition users can schedule up to one dashboard refresh per hour per day. For example. For example. if you schedule a dashboard to refresh on the 31st day of every month. To view the All Scheduled Jobs page. • Your preferred start time may not be available if other users have already selected that time to refresh a dashboard. choose “last” from the On day of every month drop-down list. If you schedule a dashboard to refresh on a specific day of every month. from the drop-down button.com Certified administrator – Study guide ( Winter ‘11) 4. 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. 5. if you select 2:00 PM as your preferred start time. 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. Click Save to schedule the dashboard refresh. Weekly. To delete a scheduled dashboard refresh: 1. click the Find available options.. 2.. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day. specify the dates during which you wish to schedule dashboard refreshes.. the dashboard ▪ ▪ training & CertifiCation 26 . Click Del to permanently delete all instances of the scheduled dashboard refresh. Dashboards refresh in the time zone of the user who schedules the refresh. If you want a dashboard to refresh on the last day of every month. if the Time Zone field on your user record is set to Pacific Standard Time.. select the frequency at which the dashboard refreshes. then the dashboard will only refresh on months that have 31 days. link to choose a preferred start time for the dashboard refresh. the dashboard will only refresh on months that have that specific day. then the dashboard will refresh every day at 2:00 PM Pacific Standard Time. Click Delete.
Users must log in to Salesforce CRM to view S-control data displayed in real time. Contract Manager administrator administrator administrator administrator Create and Customize Reports View the reports tab. save. edit. Contract Manager administrator. Create. Marketing User. the dashboard must be in a public folder with access granted to others.com Certified administrator – Study guide ( Winter ‘11) ▪ may refresh any time between 2:00 PM and 2:59 PM. and opportunities Profiles administrator. Other users cannot access dashboards in your personal folders. contacts. To send a dashboard refresh notification to other users. Marketing User. Standard User. Users can click any dashboard component in a dashboard refresh notification to view the report the dashboard component represents. To view the report that a table or metric dashboard component represents. Contract Manager administrator. General Permissions The following table shows the general permissions associated with each standard profile. Standard User. activate. Solution Manager. and delete contracts apply an approved status to a contract Convert leads into accounts. and edit contracts install or uninstall appexchange packages from the appexchange training & CertifiCation 27 . read only. they view the notifications when the email clients are not connected to the Intern ▪ ▪ Section 9-16. General User Permissions Permission Name Activate Contracts Approve Contracts Convert Leads Functions Controlled Change contract status to activate. Solution Manager. and delete reports. After users receive dashboard refresh notifications in their email clients. create. Note that users must log in to Salesforce CRM to view the report the dashboard component represents. Tips on Dashboard Refresh Notifications Consider the following when scheduling dashboard refresh notifications: ▪ ▪ ▪ ▪ Dashboard refresh notifications may not display properly in Microsoft Outlook 2007. edit. In HTML-formatted dashboard refresh notifications. Contract Manager administrator. 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.Salesforce. depending on how many other dashboards are scheduled to refresh at that time. users can click the name of the dashboard to log in to Salesforce CRM and view the dashboard directly. run. 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. users must click the name of the first column on the table or the metric label. create. Dashboard components that include S-controls may not display in dashboard refresh notifications.
Solution Manager. and delete content types in Salesforce CrM Content Change Status of multiple leads in a list view Create. edit the Support Settings. Edit Opportunity Product Sales Prices enable users to change the sales price on products Edit Personal Quota Change your individual quota. Standard User. Marketing 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. Contract Manager administrator. Solution Manager. Contract Manager administrator. and delete workspace permissions in Salesforce CrM Content Create.Salesforce. Contract Manager administrator. 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. Standard User. edit.com Certified administrator – Study guide ( Winter ‘11) Permission Name Edit Events Functions Controlled Create. Solution Manager administrator Edit Forecasts Create. Marketing User. Marketing User. When you convert to customizable forecasts. and delete custom fields in Salesforce CrM Content Create. Marketing User. Marketing User administrator. Standard User. Marketing User. Contract Manager administrator. Perform actions on multiple cases in a list view. Set up email-to-Case. and delete solutions that are accessible to the public on your self-service portal or Web site. Contract Manager administrator. Standard User.”“run reports. Solution Manager. Contract Manager administrator. Contract Manager administrator. edit. Solution Manager. edit. Contract Manager administrator. edit. Standard User. Solution Manager. Solution Manager training & CertifiCation 28 . custom profiles that have the “edit forecasts” permission will get the “edit Personal Quota” and “override forecasts” permissions. this permission is not available for customizable forecasts. Solution Manager. Standard User. and delete events Profiles administrator. Solution Manager. such as mass transfer of cases Create. Marketing User.” and “View Setup and Configuration” permissions) Set support business hours. edit. and delete forecasts. Solution Manager. Standard User. this permission is only available for customizable forecasts. Standard User. edit. Marketing User. Edit Self-Service Users enable and disable contacts for self-service and Salesforce CrM customer portal access Edit Tasks Create. Marketing User.
Contract Manager administrator. if the Show Custom Sidebar Components on All Pages user interface setting is selected. Standard User. Standard Platform User. Standard User. add and remove users from territories. run Self-Service reports Create and edit territories. Solution Manager. Solution Manager. Solution Manager. Mass transfer leads via the Mass transfer feature. displays your custom sidebar on all pages in Salesforce CrM. Standard User. Contract Manager none Mass Email Send bulk emails to contacts and leads. Solution Manager. Solution Manager. Contract Manager administrator. Marketing User. Marketing User. Standard User. Marketing User.com offline Run Reports View the reports tab. Marketing User. read only. Contract Manager administrator. the “Show Customer Sidebar on all Pages” permission is not available. Solution Manager. Contract Manager. instead of the Salesforce user database Transfer Leads Upload AppExchange Packages Uses Single Sign-On administrator administrator none training & CertifiCation 29 . Marketing User. Standard Platform one app User administrator. Products show in Offline Specify if products and price books are available in force. 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. Standard User. Contract Manager administrator. Create test drives Username and password authentication is delegated to a corporate database such as active Directory or LDaP. Change ownership of multiple leads in a list view Upload appexchange packages to the appexchange. read only.Salesforce. Contract Manager administrator.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). Marketing User. 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. Marketing User. Solution Manager. run reports. View dashboards based on reports Send Email Send email to a single contact or lead. 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. this permission is only available for customizable forecasts. Standard User. Create and edit account assignment rules. Manually assign accounts to territories. Standard User.
training & CertifiCation 30 . Profiles administrator Standard Object Permissions For each type of data. Enterprise. Once you have defined a custom report type. For example. When you convert to customizable forecasts. users with that profile will not see that type of data anywhere. 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. a user who does not have the “Read” permission on contacts will still be able to create custom apps that include the Contacts tab. Unlimited. That user will not be able to view the Contacts tab when selecting the custom app that contains it. custom profiles that have the “View all Data” permission will get the “View all forecasts” permission.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. and delete records Note: If you remove the “Read” permission from a profile. 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.Salesforce. You can search for information within any of the fields listed below. this permission is only available for customizable forecasts. and Developer editions User Permissions Needed to create or update custom report types: “Manage Custom report types” You define custom report types by objects. and fields. users can create custom reports from it. Report Fields Fields Searched in Both Sidebar Search & Advanced Search Report Name Description Section 9-18. Section 9-17. The column lists fields searched in both the Sidebar Search and Advanced Search. Search Fields The types of records you can search vary according to which edition you have. edit. Defining Custom Report Types available in: Professional. object relationships.
Select a category in which to store the custom report type on the Select the Report Type page of the report wizard. Next. training & CertifiCation 31 . you cannot change the primary object associated with it.com Certified administrator – Study guide ( Winter ‘11) To define custom report types: 1. 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. and the custom object is deleted. 3. For example. 6. choose the object relationships a report can display when run from a custom report type. 4. 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. leads are available in the Primary Object drop-down list so that you can build lead report types for other users. if you select accounts as the primary object for your custom report type. you must define a new custom report type. Enter a description for your custom report type. then the custom report type and any reports created from it will automatically be deleted. 2. • The primary object you choose determines the views available to users creating or running reports from your custom report type. 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. 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. 7. • All objects display in the Primary Object drop-down list. Click Next. • Choose “Deployed” as the Deployment Status when you want to allow users to create and run reports from the custom report type. In addition. select the primary object from which you want to build your custom report type. Enter a name for your custom report type in the Report Type Name field. If you want to change the primary object. 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. 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. including those you do not have permission to view. The name must be unique so that it can be distinguished from other custom report types in your organization. • After you save a custom report type. Click New Custom Report Type. From the Primary Object drop-down list. 5.Salesforce. Click Setup | Create | Report Types. even if you don’t have permission to view leads. 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. For example.
click Add Campaign. In the Campaign History related list. 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. Updating Campaign History available in: Enterprise. To associate a contact. Any user can do this via the Campaign History related list on a contact. 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. and click Next. consider describing that report as This allows you to report on accounts and their contacts.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. To update the member status for a contact. click Edit next to the campaign name. For example. lead.com Certified administrator – Study guide ( Winter ‘11) ▪ When entering a name for your custom report type. or person account. Unlimited. In the Campaign History related list. View the detail page of the individual you want to link to the campaign. ▪ ▪ After deploying a custom report type. change the Deployment Status back to “In Development” if you want to make further enhancements. Select the campaign. or person account with a campaign: 1.” Section 9-19. 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. or person account to a campaign and update that individual’s campaign status. Change the Status of the individual. lead. Accounts will display if they have no contacts. 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. View the detail page of the individual associated with the campaign. we recommend that you clarify how the object relationships affect report results. such as via a phone call to a sales rep. Furthermore. or person account on an existing campaign: 5. lead. 3. and click Save. considering naming that report Accounts with or without Contacts. lead. and click Save. 7. Select the Status of the individual for the campaign. training & CertifiCation 32 . For example. when entering a description for your custom report type. 6. 4. you can manually link a contact.
Unlimited.com Certified administrator – Study guide ( Winter ‘11) Note: The Campaign History related list shows the associated campaigns for a contact. edit. Both contacts and leads can be associated with your campaigns as campaign members.csv). view the advanced campaign setup. Campaign FAQ available in: Enterprise.000 per report 50.000 per import file 250 per list page 1 training & CertifiCation 33 . users in your organization can view campaigns. In addition. Can I use mass email for my email campaigns? Mass email is designed for small-scale sales and support mailings. editing. We recommend that you use a third-party email-execution vendor to send emails for marketing campaigns. 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).000 per report 50. or run campaign reports. Add Members – Import File to add campaign members by importing leads from a comma-delimited text file (.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. 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. However. Update & Add Members – Import File to edit campaign member status using an import file. or person account plus the individual’s current status on the campaign. then selecting one of the following options: ▪ ▪ ▪ ▪ Add Members – Search to add campaign members from a search. The following tables describe additional methods to add campaign members. editing. or Cloning individual Campaign Members 50. 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. or delete existing campaign members. 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. and Developer editions available for an additional cost in: Professional edition Who has access to campaigns? Depending on your sharing settings. only designated Marketing Users with the appropriate user permissions can create. or Cloning individual Campaign Members 50. An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User. Edit Members – Search to view. and delete campaigns and configure advanced campaign setup. lead. not for marketing purposes. How can I track which opportunities resulted from campaigns? Your company’s campaigns typically will target existing customers (contacts) and/or prospective customers (leads). update.Salesforce.
You can also select a campaign name from the Campaign History related list of an associated lead.” or “Attended. 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. click Add Tags or Edit Tags in the Tags area directly under the colored title bar to tag the current record. or Person Account to Campaigns – Click Manage Members on the campaign detail page to associate leads. Linking Contacts. and then change the fields you want to update. which are updated automatically and include values from all associated records regardless of whether you have read access to those records. Click more at the bottom of the page or View More below a related list to display more items. Calculating Campaign Statistics – The campaign detail includes campaign statistic fields. 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.” “Responded. You can click individual items to display additional detail. click Printable View on the campaign detail page. click one of the tag names to view a list of all records with that tag. Displaying and Editing Campaigns available in: Enterprise. Use your browser’s Print function to print the display. or person accounts with a campaign or to update the status of existing campaign members. Leads. click Edit. If the record has already been tagged. In the lookup dialog. The Member Status values are the possible responses that a member can have to the campaign such as “Sent. or person account. including activities.com Certified administrator – Study guide ( Winter ‘11) Section 9-20. click the campaign name to display detailed information. contacts. related list hover links display at the top of each detail page.Salesforce. 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. Note: If your organization has enabled inline editing.” Campaign Related Lists – The lower portion of the display provides information related to the campaign. Note: If enabled by your administrator. you can use the Parent Campaign lookup field to assign a parent to your campaign. 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. If you have campaign hierarchies enabled. Editing Campaigns – To update a campaign. Printing Campaigns – To view a printable display of all information for the campaign. Tip: If your organization has enabled hover details. attachments. contact. Unlimited. click Save. mouse over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page. training & CertifiCation 34 . and the opportunities that resulted from the campaign. When you’ve finished. you can edit fields directly on the detail page. Tagging Campaigns – If tags have been enabled. campaign hierarchies. Advanced Setup – Click Advanced Setup to customize the Member Status values for a campaign. you can search for an existing campaign or create a new parent campaign. the Campaign Hierarchy related list contains aggregate statistics for a parent campaign and all the campaigns below it in the campaign hierarchy. You can also click Save & New to save the current campaign and create another. Creating Campaign Hierarchies – When creating or editing a campaign.
or attachment from a case and then delete the case. Sharing – To share a campaign with other users. If you undelete the case. Enterprise. 2. or roles. case comments. or click Delete on the case detail page. Each solution can belong to more than one category. Section 9-21.Salesforce. Deleting Cases available in: Group. Customers can also browse published solutions by category in public solutions. all related events and tasks. Once your solutions are categorized. When you delete a case. If your organization has enabled collapsible page sections. and Developer editions User Permissions Needed to delete cases: “Delete” on cases To delete a case. Click Save. 4. task. click Del next to the case on the cases list page. Section 9-22. and solutions are not deleted with the case. click Sharing. Enterprise. follow these directions: 1. Note: If you delete an event. Section 9-23. Choose the new Automated Case User by typing his/her full name in the field or by using the lookup icon.com Certified administrator – Study guide ( Winter ‘11) To return to the last list page you viewed. 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. case comment. any related items are also restored. accounts. 3. task. Professional. Unlimited. Unlimited. click Back to list at the top of the campaign detail page. 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. Click on Setup | App Setup | Customize | Cases | Support Settings. This user will be listed on the case history for all actions that are system defined. and Developer editions User Permissions Needed to categorize solutions: “edit” on solutions Use solution categories to group similar solutions together. Categorizing Solutions available in: Professional. The deleted case is moved to the Recycle Bin. and the Customer Portal. Associated contacts. training & CertifiCation 35 . or attachment cannot be restored via undelete. The Del link and Delete button do not display for users who do not have the “Delete” permission on cases. the event. All automated case actions will now have this new Automated Case User listed on the Case History. groups. you can browse for and find solutions by category from the Solutions tab or when solving a case. use the arrow icons next to the section headings to expand or collapse each section on the detail page. case comment. Click Edit to change any of the listed support settings. and attachments are also deleted. the Self-Service portal.
For more information on how to enable category browsing. If multilingual solutions is enabled for your organization. We recommend that you limit the number of categories to which a solution belongs. Note: You can create a custom report on solution categories. In the solution category hierarchy. Repeat until you have added all applicable categories. 5. Click New in the Custom Object Tabs related list. click Select to add a category to the solution. Unlimited. Section 9-24. click Create a new custom object now and follow the instructions in Defining Custom Objects. If you haven’t already created the custom object. To later remove a category from a solution. View the solution you want to categorize. Click Select Categories in the Solution Categories related list. Click Hide styles which are used on other tabs to filter this list. If a tab style is already in use. and users with the “Manage Categories” permission.Salesforce. Enterprise. This related list is not visible unless your administrator has defined and enabled categories. 2. 1. The label of the new tab is the same as the plural version of the custom object label. 2. a number enclosed in brackets  appears next to the tab style name. Unlimited. Click a tab style to select the color scheme and icon for the custom tab. can categorize solutions prior to enabling solution categories for the entire organization. solution category information is not available in list views. Creating Custom Object Tabs Custom object tabs and Web tabs available in: Group. you have to modify the categories of its master solution. Mouse over the style name to view the tabs that use the style. However. Enterprise. To modify a translated solution’s categories. The categories on a translated solution are synchronized with the categories on the master solution. and Developer editions apex Page tabs available in: Group. Professional. 4. training & CertifiCation 36 . Select the custom object to display in the custom tab. 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. Professional. click Del in the Solution Categories related list on the solution detail page. click Deselect to remove a category from the solution. Click Save. 4. all users with the appropriate permissions can categorize solutions. If necessary. Click the Tab Style lookup icon to display the Tab Style Selector. Click Setup | Create | Tabs.com Certified administrator – Study guide ( Winter ‘11) Administrators. Once solution category browsing is enabled. they will be easier for users and customers to find. If you put solutions into only the most relevant categories. translated solutions inherit solution categories from their master solutions. see Customizing Solution Settings. as described in Defining Custom Objects. 3. 3.
• Alternatively. Optionally. Salesforce CRM replaces it with a default multicolor block icon. • Specify the custom apps that should include the new tab. • Alternatively. The New Custom Tab wizard reappears. 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. Section 9-25. 8. or Tab Hidden from the drop-down list. • Click Insert an Image. 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. 6. Unlimited. choose a custom link to use as the introductory splash page when users initially click the tab. If the document used for the icon is later deleted. • Click Save. an Expense option appears in this list. and select the image you want to use. To further customize the tab: ▪ ▪ Define the page layout for records displayed in the tab. or Tab Hidden in Tab Visibility to determine whether the custom tab is visible to users with that profile. or Tab Hidden from the drop-down list for each profile. Default Off. and click Go! to find a document file name that includes your search term. select the document folder. 7. The page layout controls which fields are visible and editable when users are entering data in the custom tab.com Certified administrator – Study guide ( Winter ‘11) Optionally. and click Next. tab visibility is automatically set to Default On. To create your own tab style: • Click the Color lookup icon to display the color selection dialog and click a color to select it. 9. 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. Specify Tab Visibility. enter a search term. if desired. • 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. For Enterprise. Creating Events available in: All editions User Permissions Needed to create events: “edit events” 1. Specify which fields display to users in the key lists section of the custom object tab home page. Enter a description of the tab. Default Off. select Apply a different tab visibility for each profile and choose Default On. Default Off. If you choose Default On or Default Off. and click Next. and Developer Edition organizations. For example. Begin creating an event by doing one of the following: training & CertifiCation 37 . choose Default On. • Select a file and click OK. click Search in Documents. 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.Salesforce. For Professional Edition organizations. if the custom object displayed in the custom tab is named Expenses.
or resources are invited. • From the Open Activities related list of an associated record. This topic describes how to complete the Recurrence section on the New Event page. Once you’ve created the recurring event series. you can create events that last up to 14 days. Note: If multiday events are enabled for your organization. • On a multiuser calendar. Optionally.m. Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. such as Japanese. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. contacts. click Add Invitees to make the event a group event to which users. Select the frequency of recurrence. click Save & New Task to save the event and create a new task or Save & New Event to save and create an additional event. leads. 2.Salesforce. set a reminder on the event by selecting Reminder and choosing how long before the event you want to be reminded. click the Add Event Icon ( ) next to a date to create an event on that date. Optionally. select the users to invite and click New Event. • On the week view or the month view of the calendar. click on a time to create an event for that time. Click Save. select Create recurring series of events to specify how often the event repeats. Note that the Check Spelling button must be enabled by your administrator. Alternatively. 4. click New Event. Optionally. Optionally. such as a weekly staff meeting that occurs every Monday at 11:00 a. 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 Check Spelling to spell-check the contents of the Description field. Select the Create recurring series of events checkbox. Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. 5. the maximum number of occurrences is as follows: • Daily: 100 • Weekly: 53 • Monthly: 60 • Yearly: 10 training & CertifiCation 38 . start date and time. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled.com Certified administrator – Study guide ( Winter ‘11) • From the Calendar section of the Home tab. 3. 2. • On the day view of the calendar. Once you’ve created the recurring event series. Note: Depending on the type of series you’re creating. 1. Spell checker does not support double-byte languages. Enter the details of the event such as subject. click New Event. and end date and time.
or free time. this field is for online meetings only. if any. However. enter the password that meeting attendees should use to log in to the online meeting. or custom object. campaigns. available only in organizations that use divisions to segment their data. this field can hold up to 32KB of data. Webex meeting type. otherwise. 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 . this value is automatically inherited from the related account. 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. users with sharing access to the record can click it to view more details. 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. this field is automatically filled in with the value from the corresponding contact or lead record. lead. the activity belongs to the global division. the length of a timed event in hours and minutes. opportunity. or choose a date from the calendar that displays when you put your cursor in the field. the record that the event is associated with. this field is not available in Personal edition. including modification date and time. optional field that allows users invited to a group event to enter a note when they accept or decline the event. By default. this field appears only if multiday events are enabled. Picklist that determines how this event appears when another user views your calendar: busy. name of the field that determines what picklist values are available for the record. this field only displays if you have the “read” permission for that type of record. this field is for online meetings only. cases. (read only) Location of the event. the phone number of the contact or lead associated with the event. Set the start date and end date. 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. User who created the event. this field only displays if you have the “read” permission for that type of record. and Developer editions. You can enter a date. available in enterprise. available only for organizations that use multiple currencies. the number identifying the meeting. Unlimited. Contact or lead associated with the event. or contacts. Link used to attend an online meeting. leads. this field is automatically filled in with the value from the corresponding contact or lead record. assigned owner of the event. additionally. this field appears only if multiday events are disabled. contracts. including creation date and time. exported data files will always contain private events. you can add the current time by clicking the time link next to the field.Salesforce. this field appears only if multiday events are disabled. this field is for online meetings only and is not available for trial meetings. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field.com Certified administrator – Study guide ( Winter ‘11) 3. or custom object. Division to which the activity belongs. case. the event is assigned to the creator. enter a user’s name or select a user with the lookup icon. the email address of the contact or lead associated with the event. this option is not available when you associate the event with a lead instead of a contact. text note describing the event. Planned end date and time of the event. to assign the event to another user. Private events cannot be associated with opportunities. Checkbox that specifies whether the event lasts all day. User who last changed the event. indicates whether users other than the event owner can see the event details when viewing the event owner’s calendar. such as an account. this field cannot be set for group events or when adding or modifying an event in another user’s calendar. amounts display in the activity currency and are also converted to the user’s personal currency. (read only) Planned date of the event. out of office. this field is not available in Personal edition. this field is for online meetings only. accounts.
3. this field appears only if multiday events are enabled. such as making phone calls or sending mail. type of the event. select Make this the default setting. click Save & New Task to save the task and begin creating another new task. follow these steps: 1. enter any dial-in instructions or details. Alternatively. Section 9-26. • 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. To create a new task. click Check Spelling to spell-check the contents of the Comments field.” You can enter a subject or select from a list of previously defined subjects. this field is for online meetings only.. see “Creating Group Tasks.com Certified administrator – Study guide ( Winter ‘11) Field Start Description Planned start date and time of event. such as “Meeting. each picklist value can have up to 40 characters. Click Save.. 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. 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. Spell checker does not support double-byte languages such as Japanese. you can add the current time by clicking the time link next to the field. drop-down menu in the sidebar. Choose a Webex teleconferencing service. Hide Details – Others can see whether the user is available at given times. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field.Salesforce. this field is available for Webex customers only. this field appears only if multiday events are disabled. 2. or click Save & New Event to save the task and begin creating an event. Note that the Check Spelling button must be enabled by your administrator. • Click Task from the Create New. but cannot see any other information about the nature of events in the user’s calendar. such as email or Meeting. • Click New Task from the Open Activities related list of an associated record. To get started: • Click New from the My Tasks section of the Home tab.” • Optionally. time of a planned event. additionally. To save the current state of the checkbox as your personal default. training & CertifiCation 40 . Enter the details of the task: • Tip: To assign independent copies of a new task to multiple users. entry describing subject of activity. You can add the current time by clicking the time link next to the field. Checkbox that specifies whether the completed event is visible in the Self-Service Portal.
users. Specify Filter Criteria Filter by Owner These options vary... Show Details – Users can see detailed information about events in other users’ calendars.Salesforce. and edit list data. • If your organization has territory management. • Activity list views have several options. account and opportunity list views can be restricted by My Territories or My Territory Teams. create a list view of accounts in your state. Hide Details and Add Events – In addition to the sharing levels set by Hide Details. Creating Custom List Views available in: All editions User Permissions Needed to create custom list views: to create. My Territories means records associated with territories to which you belong. leads with a specific Lead Source. • Price book list views can be restricted by price book. click Create New View at the top of any list page or in the Views section of any tab home page. For example. edit. My Territory Teams means records associated with either territories to which you belong or territories below you in the territory hierarchy. Note: By default. Show Details and Add Events – In addition to the sharing levels set by Show Details.. You can also create views of contacts.. To create a new view. 3. or campaigns.com Certified administrator – Study guide ( Winter ‘11) 2. 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. depending on the kind of record.” Section 9-27. In general. 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. Enter the name to appear in the View drop-down list. Enter View Name. click Edit next to the View drop-down list. Fill in the following: 1. leads. or cases to use for mass email recipient lists. Select the appropriate drop-down value for “Default Calendar Access. Click Setup | Administration | Security Controls | Sharing Rules | Edit. or opportunities above a particular Amount. 4. 2. select All. this setting is set to “Hide Details and Add Events. 2. You can create new list views to see a specific set of records such as contacts. users can insert events in other users’ calendars. manage. to specify the set of records to search. documents. users can insert events in other users’ calendars. To edit or delete any view you created. or My. navigate. training & CertifiCation 41 . There may be additional options: • Lead and case list views can be restricted by queue. you can use additional tools to customize.” To change this setting: 1.
When you select a long text area field.to show records in your current working division. select a field name and click the Add or Remove arrow. up to 255 characters are displayed in the list view. choose the type of group or role from the drop-down list. 3. 4. users must also have the appropriate “Read” permission on the type of records within the list view. Enterprise. 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. This option is disabled if you aren’t searching all records. training & CertifiCation 42 . select the group or role from the list below it. select Visible to certain groups of users. and Developer Edition users can specify a public group. To share the list view. such as Lead Source equals Web. Select --Current-. Alternatively. select the division that records in the list view must match. Use the arrows to arrange the fields in the proper sequence. and then share it with the All Internal Users group or a selected set of internal groups and roles. To create list views that only your Salesforce CRM users can see. or role including all users below that role to see the custom view. Restrict Visibility If you are an administrator or a user with the “Manage Public List Views” permission.Salesforce. You can also use special date values in your filter criteria. You can choose up to 15 different fields to display in your view. role. To see a list view. This option is not available in Personal Edition. To add or remove fields. Filter by Additional Fields Optionally.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. you’ll receive an error when attempting to save the list view. specify conditions that the selected items must match. You can display only the fields that are available in your page layout. Unlimited. Filter by Division If your organization uses divisions to segment data and you have the “Affected by Divisions” permission. Select Fields to Display The default fields are automatically selected. and click Add. specify whether everyone or just you can see the custom view.
5. the task Status field has a “Closed” value. To show all closed/lost opportunities. 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. Unlimited. click Back to list at the top of any detail page. enter “Closed equals True” and “Won equals False. activity is an event. the account is a partner account or the lead or opportunity owner is a partner user. activity is a task. the account is a business account.” For example. The view appears in the View drop-down list so you can access it later.Salesforce. that is. 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. you can view only those fields that are visible in your page layout and field-level security settings.com Certified administrator – Study guide ( Winter ‘11) When implementing a customer portal. you can manually enter “True” or “False” in the filter criteria. and Developer Editions. the account is not a partner account or the lead or opportunity owner is not a partner user. applies only to events. records that have been shared with you. To return to the last list page you viewed. or records owned by or shared with users in roles below you in the role hierarchy. the lookup icon automatically displays when you choose to filter on one of the special picklists. applies only to events. such as in a list view or report or when mass-deleting records. Click the lookup icon to choose the value “True” or “False. Campaign is active and can be chosen from various campaign picklists. to show all opportunities you’ve won. 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. such as in the campaign import wizards. not tasks.” Note: If you are creating filter criteria for a report or list view. not events.) Archived activities are not included in activity list views. Filtering on Special Picklist Values The available fields vary according to which Salesforce CRM Edition you have. the event is the original group event assigned to the event host. Activities: Closed Campaigns: Active training & CertifiCation 43 . the task has been closed. this field displays as the person account icon. Click Save. enter “Won equals True” as your search criteria. When creating filter criteria. 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. the event is marked as an all-day event. the event has a specific time. These are special picklists with values of either “True” or “False. In addition. not an event. activity does not have a green sheet. not tasks. you can use special picklist values for your search criteria.” Alternatively. the event is the meeting invite sent to another user for a group event. applies only to tasks. leads. Campaign is inactive. note that your administrator may have customized the name of this field. 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. task is still open.
the contact may receive mass email. the opportunity has not been won. Case has a new comment added by a Self-Service user. Product does not have a default quantity schedule. the lead cannot be included in a mass email recipient list. Product is inactive and cannot be added to opportunities. that is. the partner for the opportunity has been marked as the primary partner. the opportunity is still open.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. the case Status field has a “Closed” value. the Stage field has a value of the type Closed/Won. Product is active and can be added to opportunities in enterprise and Unlimited edition organizations. the case is open. the partner for the opportunity has not been marked as the primary partner. the contact is not enabled for Self-Service. the opportunity is closed and won. Product has a default quantity schedule. the lead has been converted. the lead has not been converted. Product does not have a default revenue schedule. Case does not have a Self-Service comment. the opportunity is closed. the contact is enabled to log in to your Self-Service Portal. the opportunity owner has checked the Private box on the opportunity edit page. the case Status has a value that is not equivalent to “Closed. that is. Product has a default revenue schedule. that is.” Case has been closed. that is. Case has a comment added by a Self-Service user. Solution is not marked Visible in Self-Service Portal and is not visible to Self-Service Portal users. the Stage field may have a value of the type open or Closed/Lost. the Private box on the opportunity is not checked. Case does not have a new Self-Service comment. the lead has been viewed or edited at least once by the owner since it was assigned. Case has not been escalated. Case has been automatically escalated via your organization’s escalation rule. the lead has not yet been viewed or edited by the owner since it was assigned to that user. Cases: Escalated training & CertifiCation 44 . the solution has been marked Visible in Self-Service Portal and is visible to Self-Service Portal users.Salesforce. Case is still open. the lead may receive mass email. the contact cannot be included in a mass email recipient list. the Stage field has a value of the type Closed/Won or Closed/Lost.
Unlimited.com) is an online advertising service used to create advertisements that display on major search engines. User is inactive and cannot log in. allowing you to track the effectiveness of your online advertising investments.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. (Field-level security is available only in Enterprise. What is Salesforce CRM for Google AdWords? Salesforce CRM for Google AdWords connects Salesforce CRM with Google AdWords.com. you can: ▪ ▪ Take advantage of Google AdWords as a lead generation tool Correlate clicks on Google advertisements with Salesforce CRM leads 45 training & CertifiCation . and Developer editions User Permissions Needed to enable territory management: “Manage territories” Territory management is not enabled by default in Salesforce CRM. including Google. User is a partner user.) Section 9-28. Many salesforce.google.com customers advertise online with Google AdWords as a mechanism to generate leads. Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management. Section 9-29. User is not enabled for force. After you’ve completed the prerequisites. You must meet the following prerequisites before enabling territory management: ▪ ▪ Your organization must be using customizable forecasting. Solution is not reviewed. the solution Status field has a “reviewed” value. Google AdWords What is Google AdWords? Google AdWords (http://adwords. User is not enabled to manage campaigns. Unlimited. User can manage campaigns. that is. User is active and can log in.Salesforce. Enabling Territory Management available in: Enterprise. the translated solution has been updated to match the master solution with which it is associated.com offline use. User is not a partner user.com offline. and Developer Editions. 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. you’ll be ready to turn on territory management for your organization. contact salesforce. the translated solution has not been updated to match the master solution with which it is associated. With Salesforce CRM for Google AdWords. User has access to use force. To request territory management for your organization.
In this case. 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. 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. on the content details page click Edit | Edit Presentation. • To create a new presentation. sales opportunities. you can create a custom Microsoft® PowerPoint presentation by searching for and previewing slides. Note: When you create. In Salesforce CRM Content. Depending on whether you want to create. clone & customize. or modify a presentation. • To modify a presentation and save it as a new version. The assembly tool allows you to create or modify the custom presentation by dragging and dropping individual slides. 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. Note: Working with presentations requires Adobe Flash® Player.com provides a link to Adobe’s website where you can download Flash for free. Group. You can publish the presentation to a public workspace or keep it in your personal content area. it may time out. Creating and Modifying Presentations in Salesforce CRM Content available in: Contact Manager. select a specific training & CertifiCation 46 .com does not delete existing presentations but they cannot be customized or modified. Salesforce. version 9. 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. Salesforce. To refine your results. Enterprise. or you can browse all slides published into your workspaces. on the content details page click Clone & Customize. If presentation assembly is disabled after presentations have been created. 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. Unlimited.5 or higher. Professional. or modify a presentation. To work with presentations: 1.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.11. we recommend that you assemble the presentation outside of Salesforce CRM Content and then upload it into the appropriate workspace. When you publish a PowerPoint file. click the Workspaces tab and then choose Create New | Presentation. 2. then easily assembling them in whatever sequence you choose using a simple drag-anddrop assembly tool.0. If you do not have Flash installed. copy. 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.
The My Recent Tags list on the Contribute window shows the 20 tags you have used most recently. 5. If you do not choose a language. assign or change the presentation’s name. a. click Save. you must choose from the list of ë You can’t change or delete tag names. The following options help you assemble your presentation: • In search results. suggested tags. Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Workspaces tab. In the Save or Publish Content dialog: 4. Drag the desired files or slides from the search results into the assembly section in the lower half of the window. Tag your content. you can choose from the list of suggested ë If your administrator assigned the restricted tagging rule. click a file or slide to preview it in the lower half of the window. Note: Some slide thumbnails may not be visible or may only be partially visible. tags or enter a new tag. 3. • Click Clear at any time to revert your changes. If you are modifying the presentation. The Language drop-down list is displayed if multi-language support is enabled. Note that any PowerPoint 2007 files in your workspaces do not appear in search results and cannot be assembled into presentations. only content associated with that language is displayed in the search result set. b. As you type a tag. Select a workspace. you can enter tags in the Tags field.Salesforce. d. Optionally. Click a suggested tag to add it to the Tags field automatically. click Cancel to return to your starting point. If you do not want the presentation to be visible to other users in your organization.com Certified administrator – Study guide ( Winter ‘11) workspace to search or enter a search term in the text box before clicking either button. add or modify the presentation’s description. delete the tag. • In search results. Optionally. Click a tag to add it to the Tags field automatically. hover over a presentation and click the slides icon ( presentation. Choose Add to presentation or Hide preview as needed. If users restrict their content searches to a particular language. 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. When you select a tag it turns green. ) to view all the slides in the ) to view all the presentations ) to remove that • In the assembly section. choose a language. e. You can re-upload the slide if you want the thumbnail to be visible. for example if your work is still in progress. When you are done assembling your presentation. You can remove tags from a document. hover over a slide and click the presentation icon ( that use that slide. c. To publish the content on behalf of another author. f. choose that author from the drop-down list. complete the Reason for Change field. • In search results. choose Save in my personal workspace. but that doesn’t training & CertifiCation 47 . ë If your administrator assigned the guided tagging rule. Salesforce CRM Content associates your content with your personal language setting. but you can click on them to see the preview in the lower half of the window. hover over a document and click the garbage can icon ( document from the presentation you are assembling.
The content type determines which custom fields appear for you to categorize and define your content.ë Tags are case insensitive. All rights reserved. inc. choose one from the drop-down list. h.com.com. inc. Click Publish. CA.com owns other registered and unregistered trademarks.com and the “no software” logo are registered trademarks of salesforce. The case of the original tag is always used.. For More Information Contact your account executive to learn how we can help you accelerate your CrM success. g. salesforce. Sg_Certifiedadmin_Winter11_2010-11-15 . You can’t have two tags with the same name even if they use different upper and lowercase letters. or publish another file. Other names used herein may be trademarks of their respective owners.salesforce. You can then view the content details page.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. and salesforce. Salesforce. return to the Workspaces tab. If multiple content types are available. Corporate Headquarters The Landmark @ One Market Suite 300 San Francisco. 94105 United States 1-800-NO-SOFTWARE www.