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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
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. modify.
Web-to-Lead. assignment rule.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. and corresponding auto-response rule Measure Campaign results Describe the process and effects of converting a Lead 5% Service & Support Administration Define a Case Describe use cases for Case Hierarchies Describe how to use Case Queues to manage Cases Describe how to use a Case assignment rule to assign and route Cases Describe use cases for Web-to-Case Describe uses cases for email-to-Case Describe the functionality of the Case escalation rule Describe the functionality of the Case auto-response rule Describe the functionality of the Business Hours 5% training & CertifiCation 5 .Salesforce.
com Certified Administrator exam. The following questions are representative of those on the Salesforce. Sample Exam Questions training & CertifiCation 6 . 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. 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. & 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. escalation rules. including Business Hours. assignment rule. Web-to-Case. Applications. but should be used to become familiar with the types of questions on the exam.Salesforce. These questions are not designed to test your readiness to successfully complete the certification exam. and the use of email templates Define Solutions and how they can be associated with Cases Build a Solution Category tree and assign Solutions to Categories Define suggested solutions and explain where to use them Describe what content is accessible via the Self-Service Portal Describe the ways to access the Self-Service Portal Build a Case Queue.
then log in again. D.) A. B. Change their language personal preference to Spanish. B. Nothing—they’ll see the application in Spanish immediately. Time-dependent workflow will not work with which type of workflow evaluation criteria? A. D. D. A single user Multiple users The record owner The record creator A Sales team role An Account team role training & CertifiCation 7 . D.) A. B. What must an Administrator do to enable Advanced Currency Management for an organization? A. Who may be assigned a workflow task? (There are five correct answers. B. Which feature does Salesforce CRM provide for restricting login access to the application? (There are three correct answers. An administrator changed the organization’s default language from English to Spanish. Sales User Marketing User Invoice Manager Contract Manager 4. D. Refresh their browser.Salesforce. 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. B.com Certified administrator – Study guide ( Winter ‘11) 1. 3. C. C. Purchase Unlimited Edition licenses Request a feature license from salesforce. C. C. What must end users do to see this change? A. Which profile is a standard Profile? (Select all that apply. Logout. Profile-based IP restrictions Organization-wide IP restrictions Profile-based login hour restrictions Organization-wide login hour restrictions 2. B.) A. C. D. C. E. F.com Enable Customizable Forecasting Enable Multiple Currencies 6.
Maintaining a certification requires successful completion of release-level certifications for the major Salesforce CRM releases throughout the year. After 1 year. The following information is drawn from Help & Training in Salesforce CRM and is provided as supplemental study material. C 3. D. Maintaining a Certification Section 9. or a desktop client such as Force.com professionals will be notified automatically when new release content and exams become available. Force. All certifications include access to new release content for subsequent releases. If profile-based IP address restrictions aren’t set. any login from an undesignated IP address is denied and any login from a specified IP address is allowed. Section 9-1. for 1 year. 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. Note that this material is complementary to the ADM 201 Administration Essentials course materials and does not cover the same material. Force. 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. F Section 8. C Answers to Sample Exam Questions 6. training & CertifiCation 8 . If login hour restrictions are specified for the user’s profile. Salesforce CRM confirms the login is authorized as follows: ▪ ▪ ▪ Salesforce CRM checks whether the user’s profile has login hour restrictions.com Connect Offline. Salesforce CRM then checks whether the user’s profile has IP address restrictions. either via the user interface. B. Certified salesforce. B 5. the API.com Connect for Office.com Connect for Outlook.com Connect for Lotus Notes. Organization-Wide Trusted IP Address List For all users. any login outside the specified hours is denied. D 1. When users log in to Salesforce.com Certified Administrator exam. B. 2. you can set the hours when users can log in and the IP addresses from which they can log in. A. you can restrict users’ ability to log in to Salesforce CRM by customizing User Profiles and your organization’s list of trusted IP addresses. In preparing for the Salesforce. or the Data Loader. D 4. along with the associated exams. there is a maintenance fee of $100 to keep the certification current for the following year. A. please study the material in the ADM 201 Administration Essentials student manual and this supplemental material.com Certified administrator – Study guide ( Winter ‘11) Section 7. If IP address restrictions are defined for the user’s profile. C. E. Supplemental Study Material Profile-Based Login Hours and IP Addresses For each profile.Salesforce. you can set a list of IP address ranges from which they can log in. Security and Identity Confirmation To help protect your organization’s data against unauthorized access. Force. the login is allowed.
After 24 hours. If single sign-on is enabled for your organization. The security token is valid until a user resets the security token. if the security token is enabled for your organization. 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. For access via the API or a client. 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 . if a user’s password is mypassword. then the user must enter mypasswordXXXXXXXXXX to log in.com Web Services API Developer’s Guide. 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. 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. 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. if their profile has IP address restrictions set. However. the user’s security token is automatically reset. 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. For more information on API login faults. changes the password. For example. 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. When a user changes his/her password or resets the security token. Users can obtain their security token by changing their password or resetting their security token via the Salesforce UI. 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. • If the user’s login is from neither a trusted IP address nor a browser with a Salesforce cookie.Salesforce. the activation link expires and users must repeat the activation process to log in. the single sign-on authority usually handles login lockout policies for users with the “Is Single Sign-On Enabled” permission. Furthermore. Partner portal and customer portal users aren’t required to activate computers to log in. 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 login is blocked. Tips on Setting Login Restrictions Consider the following when setting login restrictions: ▪ ▪ ▪ ▪ When a user’s password is changed. Whenever a login is blocked or returns an API login fault. see the Core Data Types Used in the API Calls topic in the Force. Salesforce CRM sends a new security token to the email address on the user’s Salesforce CRM record. A security token is an automatically generated key from Salesforce CRM. or has the password reset. and the security token is XXXXXXXXXX. the login is allowed.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. users must add their security token to the end of their password to log in. Salesforce CRM must verify the user’s identity: ▪ ▪ For access via the user interface.
1. you can enable custom fiscal years that will let you define a more complex and flexible fiscal year structure. Click Save when finished. Click Setup | Manage Users | Profiles and select a profile. Note: Before enabling custom fiscal years. You can: ▪ Click Customize My Tabs to change which tabs display when you log in or. For your Home tab. training & CertifiCation 10 . Set the days and hours when users with this profile can use the system. the system ends the user’s session when the restricted hours begin. For all other tabs. Select an object from the drop-down list and click Customize My Pages to customize your display. set the start and end times to the same value. To prohibit users from using the system on a specific day. set which related lists display on your detail pages. 2. Click Edit in the Login Hours related list. you’ll see the tabs that are set for your profile. 5. Section 9-2. Select “None” for the start and end times to allow users to be logged in at any time. Select the dashboard to use and click Save. to change which tabs display in each app. Customizing Your Display available in: All editions Click Setup | My Personal Information | Change My Display to change various personal display options. Add each tab you want to display. The hours are exact times based on the Default Time Zone of the company as specified at Setup | Company Profile | Company Information. select a related list title and click the Add or Remove arrow. make sure you’ve exported any data related to fiscal periods. Section 9-3. To add or remove related lists. Note: The first tab that displays when you select an app may change if your administrator changes the app’s default landing tab. 3. Note: If a user logs in before the restricted hours. The link to customize your Home tab is available only if your administrator has customized your home page layout to include a dashboard. 6. By default. Click Save. 4. To change the order of the related lists. Enabling Custom Fiscal Years If your fiscal year definition is not met by a standard fiscal year. and click Save. select a related list title in the Selected List box and click the Up or Down arrow. 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. 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.Salesforce. change the display order if desired. ▪ Note: Your personal related list customization may change if your administrator alters the page layout for a particular tab. customize the dashboard snapshot that displays on the Home tab.com Certified administrator – Study guide ( Winter ‘11) Setting Login Hours Permission Needed: “Manage Users” You can set the hours when users with a particular profile can use the system. if you have multiple apps.
3.com Certified administrator – Study guide ( Winter ‘11) To enable custom fiscal years: 1. 2. click OK. and attached files. Enabling custom fiscal years impacts your reports. Actual b. We suggest you generate weekly export data because changing the fiscal year will cause fiscal periods to shift.Salesforce. and other date-sensitive material. 6. Section 9-4. Back up your current data. 4. Do not enable custom fiscal years unless you understand and are prepared for all the implications. click Cancel. HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. Text – All users can create or change text email templates. forecasts. generate weekly export data. Once you’ve enabled custom fiscal years. This change will affect opportunities and forecasts organization-wide. If you aren’t certain you want to enable custom fiscal years. You must either know HTML or obtain the HTML code to insert in your email template. Run and export these reports to Excel: • Opportunity Pipeline • Quarterly Forecast Summary • Quota vs. 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. See “Creating Visualforce Email Templates.” All these email templates can include text. a. Warning: Custom fiscal years cannot be disabled once enabled. define your fiscal year. where the content of a template can contain information from multiple records. 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. 4. If you understand the effects of enabling custom fiscal years and you’ve exported all your data. training & CertifiCation 11 . 3. Visualforce email templates allow for advanced merging with a recipient’s data. Select Custom Fiscal Year. Optionally. Click Enable Custom Fiscal Years. 5. Visualforce – Administrators and developers can create templates using Visualforce. 2. quotas. Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. merge fields. Click Setup | Company Profile | Fiscal Year.
see “Understanding Dependencies. click Setup | Email | My Templates. choose an option from the File Location drop-down list to select a file from your computer or from a document folder. Note: All custom and HTML email templates include a text-only version for recipients who are unable to read HTML emails. When you leave the text-only version blank. you can click [Change] next to the Author field to select a different author. The attached file is included in every email that uses the template. You can also send an email preview. Note: Salesforce. To select a file: • Click the Search in Documents link to search for files in the Documents tab. Click Delete to remove the template.com Certified administrator – Study guide ( Winter ‘11) To manage your personal email templates.” 12 ▪ ▪ ▪ ▪ training & CertifiCation . click Setup | Communication Templates | Email Templates. For more information. Initially. see “Cloning Email Templates. ▪ Click Attach File from the Attachments related list to add an attachment to the template. From any Email Templates page: ▪ The Visualforce Attachments related list indicates which attachments are being generated through Visualforce markup. • Click Edit Text Version to change the content or merge fields of the text-only version. If you leave the text-only version blank. If you have permission to manage public email templates.com recommends that you leave the text-only version blank. For more information. subject. Salesforce CRM automatically creates the text-only content based on the current HTML version.” If “Developer Mode” is enabled. click Edit to change the message content. the text-only version is automatically generated when you edit the HTML version.Salesforce. 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 Clone to clone a template. If you choose not to leave the text-only version blank and instead manually create a text-only version. edits to the HTML version are not reflected in the text-only version. • Click Preview to view a sample of the template markup populated with data from your records. the author is the person who created the email template. or merge fields. • Alternatively. make sure the document is marked as Externally Available on the Documents tab so all email recipients can view the image. For custom and HTML templates: • Click Edit HTML Version to change the content or merge fields of the HTML version. For Visualforce templates: • Click Edit Template to change the markup of the template page. If you have the “Manage Public Templates” permission. click Show Dependencies to see what components the template references. If you select an image logo or other graphic file.
Unlimited. Person accounts are account records to which a special kind of record type has been assigned. For example. search results. and solution processes: opportunity Stage. lead processes. Unlimited. You can change the name of this record type. and offer different picklist values for each. The fields users see on detail and edit pages are a combination of page layouts and field-level security settings. 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 when synchronizing data or importing personal data. 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. Create record types for cases to display different page layouts for your customer support cases versus your billing cases. the field-level security overrides the page layout and the field will be read only for the user. Setting Field-Level Security ▪ ▪ Section 9-6. the Salesforce CRM partner portal.Salesforce. case Status. Managing Record Types available in: Enterprise. Force. 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. reports. custom links. Record types can be used in various ways. for example: ▪ ▪ Create record types for opportunities to differentiate your regular sales deals from your professional services engagements.com Connect Offline. email and mail merge templates. and you can create additional person account record types. list views. and page layouts to different users based on their profiles. support processes. These record types are called person account record types. and Developer editions User Permissions Needed to create or change record types: “Customize application” Record types let you offer different business processes. A default person account record type named “Person Account” is automatically created when person accounts are enabled for your organization. Important: The following user permissions override field-level security: ▪ ▪ “Modify All Data” “View All Data” 13 training & CertifiCation . if a field is required in the page layout and read only in the field-level security settings.com Certified administrator – Study guide ( Winter ‘11) Section 9-5. and solution Status. The most restrictive field access settings of the two always apply. Lead Status. 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. and Developer editions User Permissions Needed to set field-level security: “Customize application” You can define which fields users can access. picklist values. available in: Enterprise. You cannot delete all the record types for an object if the object is referenced in an Apex Code script. the Salesforce CRM customer portal.
Click Save. Note: These field access settings apply throughout Salesforce CRM. Set the fields that display in search results. then use page layouts primarily to organize detail and edit pages within tabs. Below is a description of each custom field type. ë In the Field-Level Security section. 2. training & CertifiCation 14 . and then click Fields. use “true” for checked values and “false” for unchecked values. Do one of the following: • To set field-level security for all fields on a particular profile: ë Select Setup | Manage Users | Profiles. To define field-level security: 1. hidden. Custom Field Types The first step in creating a custom field is choosing the type of the field. Section 9-7. the import wizards and the weekly export tool use “1” for checked values and “0” for unchecked values. Universally required fields always display on edit pages regardless of field-level security. ë Click Set Field-Level Security. Field Type Auto Number Checkbox Description automatically assigns a unique number to each record. ▪ ▪ Note: Roll-up summary and formula fields are always read only on detail pages and are not available on edit pages. Verify users’ access to fields by checking the field accessibility grid. When using a checkbox field for a report or list view filter. 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. in lookup dialog search results. click a tab or activity link. ë Select a profile to change the field access for users with that profile. and in the key lists on tab home pages. or editable (visible without read only) for users based on their profile. After setting field-level security for users based on their profiles.Salesforce. indicating a true or false attribute of a record. click View next to the tab you want to modify. 3. The settings also override any lessrestrictive field access settings on the page layouts. • To set field-level security for a particular field on all profiles: ë Select Setup | Customize.com Certified administrator – Study guide ( Winter ‘11) ▪ “View Encrypted Data” You can define field-level security from a profile or from a particular field. read only. and then click Edit. you can: ▪ Create page layouts to organize the fields on detail and edit pages. allows users to check a box. ë Select the field you want to modify. The relationship group wizard lets you create and edit relationship groups regardless of field-level security. the maximum length of any auto-number field is 30 characters. Tip: Use field-level security as the way to restrict users’ access to fields. They also may be visible to users even though they reference fields your users can’t see. This process reduces the number of page layouts for you to maintain. Specify whether the fields should be visible. 20 of which are reserved for prefix or suffix text.
on the associated record. the system automatically formats the field as a currency amount. −22. and does not run any force.com (apex) triggers. Phone allows users to enter any phone number.5 becomes −24. ‘10’. and −23.com uses the round half even tie-breaking rule for currency fields. for more information on relationships. this can be useful if you export data to excel or another spreadsheet.345 becomes 12. You can create lookup relationship fields that link to users.345 becomes −12. 12. Note: if you are using the Service Cloud’s call center. standard objects. 23.5 becomes −22. the time of day includes aM or PM notation. available for custom objects only. Note: Salesforce. Salesforce. Salesforce. which is validated to ensure proper format. allows users to automatically calculate values based on other values or fields such as merge fields. note that you can’t use custom email addresses for mass emails. or custom objects. lookup relationship fields from campaign members to other objects are available. See Building formulas and operators and functions.com uses the round half up tie-breaking rule for numbers in formula fields.com uses the round half up tie-breaking rule for number fields. you can limit the data by specific dates and times using any custom date field. 22.5 becomes 24. for example. custom phone fields are displayed with the button.34. allowing click-to-dial functionality. a runtime error occurs. for example. validation rules. for example.com automatically formats it as a phone number. Note: Salesforce. see overview of relationships. Master-detail relationships cannot be used with campaign members. Email Formula Hierarchical Relationship Creates a hierarchical lookup relationship between users. if a lookup field references a record that is deleted. see overview of relationships. Values lose precision after 15 decimal places.5 becomes 22. you can limit the data by specific dates using any custom date field. for more information on relationships. allows users to enter a date or pick a date from a popup calendar and enter a time of day. workflow rules. however.34. you can create a custom hierarchical relationship field to store each user’s direct manager. 12. See entering Phone numbers. in reports. Note: Salesforce. they can also add the current date and time by clicking the date and time link next to the field. Number allows users to enter any number. Percent allows users to enter a percentage number. Picklist allows users to select a value from a list you define. or roll-up summary fields. training & CertifiCation 15 .com recommends that you do not use a custom phone field for fax numbers. Lookup relationship fields are not available in Personal edition. salesforce. for example. opportunities have a lookup relationship with cases that lets you associate a particular case with an opportunity. users can choose the address when clicking Send an email.345 becomes −12. Date Date/Time allows users to enter a date or pick a date from a popup calendar. for example.com Certified administrator – Study guide ( Winter ‘11) Field Type Currency Description allows users to enter a currency amount.com sets the lookup field to null.35 and −12.Salesforce.35 and −12. and you add a percent sign to the number. for example. Consequently. Note: if the decimal value is greater than 15. although you can create a master-detail relationship field on a custom object that links to a standard object. 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. and the lookup field is not required in the page layout. in reports. you can then display a related list to show all of the records that are linked to it.com rounds numbers referenced in merge fields according to the user’s locale. allows users to enter an email address.Salesforce. Creates a relationship between two records so you can associate them with each other. Lookup relationship fields to campaign members are not available. a lookup relationship creates a field that allows users to click a lookup icon and select another record from a popup window. if this field is specified for contacts or leads. the system automatically adds the percent sign to the number. a lookup relationship has no effect on record deletion or security. this is treated as a real number and any leading zeros are removed. not the number of decimal of spaces specified in the number field configuration. Values lose precision after 15 decimal places. allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself.345 becomes 12.
minimum. your data may become truncated if the mapped text field is not large enough to hold the entire lead picklist value. or opportunity field into which you want the information inserted when you convert a lead. For each custom lead field. allows users to enter up to 255 characters of any valid website address. the information from the standard lead fields is inserted into standard account. underline. the maximum field size is 32. map numeric lead fields to other numeric fields or long text area fields to other long text area fields. for more information. the toolbar allows the user to undo.000 characters is allowed. inclusive of all the formatting and HtML tags. You can set the length of this field type to a lower limit. only gif. numbers.000 character limit. the maximum size for uploaded images is 1MB. users can format the field content and add images and hyperlinks. add a numbered or non-numbered list. add a hyperlink. this data type is not available for activities or products on opportunities.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. If your organization has custom lead fields. strike-out. that is. any length from 256 to 32. and Developer editions User Permissions Needed to map lead fields: “Customize application” When you convert a qualified lead. see Using rich text area fields. allows users to enter up to 32.000 characters. allows users to enter any combination of letters. or maximum value of related records. Text Text (Encrypted) Text Area Text Area (Long) Text Area (Rich) URL Section 9-8. these fields display each value separated by a semicolon. • Remember to map custom lead fields to other custom fields of the same data type. contact. a line break and a return character are added to the text. or symbols. You can set a maximum length. or symbols that are stored in encrypted form. When users click on the field. training & CertifiCation 16 . 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. if desired. a custom account field called “total number of guests” displays the number of guest custom object records in the guests related list for accounts. Unlimited. italicize. There are some exceptions: ë You can map between text and picklist fields. modify alignment. automatically displays the record count of related records or calculates the sum. To specify the mapping for custom lead fields: 1. ë You can map fields of type Text or Text Area to long text area fields. up to 255 characters. You can set a maximum length of up to 175 characters. allows users to enter up to 255 characters that display on separate lines similar to a Description field. allows users to enter any combination of letters. these 2 characters count toward the 32. note that only the first 50 characters are displayed on the record detail pages. jpeg and png file types are supported.com. redo. or opportunity fields. to enable encrypted fields for your organization. upload or link to an image.000 characters that display on separate lines similar to a Description field. Mapping Custom Lead Fields available in: Group. Click Save. you can specify how you want that custom information converted into custom account. contact. indent. However. and outdent. and opportunity fields. the UrL will open in a separate browser window. bold. Professional. With the use of a toolbar.Salesforce. contact salesforce. Select Setup | Customize | Leads | Fields | Map Lead Fields. numbers. Enterprise. note that every time you press Enter within a long text area field. contact. for example. choose a custom account.
including Personal Setup pages. or Percent to other number. Price Books. object.com wants to make sure you’re aware of this limitation before we activate the feature for your organization. map it to another custom currency field with a length of 3 and 2 decimal places. Salesforce. contact. and Solutions. and opportunity. Titles and descriptions of all standard reports will continue to use the standard object names even if you change them. Campaigns. Contacts. especially in the areas of help.com disable this feature): Renaming salesforce. Documents. For example. training. 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. Text Area. • Remember to map custom lead fields of type Number. Please review the information below in detail.com Certified administrator – Study guide ( Winter ‘11) ë You can map auto-number fields to fields of type Text. 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. Leads. Note: You cannot rename the Forecasts tab. Products. if your lead currency field has a length of 3 and 2 decimal places.com’s standard application terminology will have some implications on your Salesforce CRM administration and your users’ experience in the application. will automatically reflect the new terminology you define.” Please note that all Administrator Setup pages will continue to use standard Salesforce CRM names even if you change them. and field names show up within the application? All Salesforce CRM pages accessible by your end users. If you’re ready to move ahead with this feature. and release communications. all labels and sentences on these pages will be automatically reconstructed to reflect your new terminology. or percent fields of exactly the same length and decimal places. all references to “accounts” will be changed automatically to “companies. support. Partners. currency. You will need to rename each tab manually. Contracts. please follow the instructions at the end of this message. Note: If you change the data type of any custom field used for lead conversion. ë Do not map custom formula fields to other formula fields or any other type of field.Salesforce. Where will the new tab. Titles and descriptions of all standard email templates will continue to use the standard object names even if you change them. • Any standard lead picklist fields that are blank are mapped to the default picklist values for the account. Opportunities. if you rename Accounts to Companies. Which standard application terminology can be renamed? Only the following standard tabs and objects can be renamed: Accounts. ë Roll-up summary fields are not available for mapping lead fields of converted leads. Assets. or Picklist. For example. In other words. that lead field mapping will be deleted. Section 9-9. training & CertifiCation 17 . Currency. Cases. ▪ ▪ ▪ The standard list views on every Salesforce tab will continue to use the standard object names even if you change them.
administrative checkbox that enables or disables user login to the service. Up to 255 characters are allowed in this field.com.com uses this field to help you troubleshoot issues related to aPi tokens if issues should occur. name of the associated contact if the user is a partner user. if you already have a custom email template titled “Account Health Check. forecasts. opt in to receive administrator-targeted promotional emails from salesforce. reports. you can also create your own online help and user documentation. (read only) User’s default currency for quotas. your users will first see a new overview page when they click on our online help links. this must be one of the active currencies for the organization. and other pages where the entire name does not fit. This limitation should be an important consideration in deciding whether to rename Salesforce CRM’s standard terminology. User’s default currency setting for new records. Shown only in organizations using multiple currencies. Salesforce. indicates whether the user is allowed to use customizable forecasting. If your organization renames tab and object names. available only for organizations that use multiple currencies. What about Salesforce CRM’s online help and user documentation? Salesforce CRM’s online help and user documentation will be written using our standard tab and object names and will not reflect any new terminology your organization defines for your company deployment. record types.com. however. This new page will provide the mapping between Salesforce CRM’s standard names and your renamed terminology. the name of the call center to which this user is assigned. and reports. Country portion of the user’s address. including creation date and time. this field is not available if your organization has disabled your choice to receive emails from salesforce. Some fields are only displayed to administrators when creating or editing users. Here’s a description of the fields (in alphabetical order) that make up a user’s personal information in Salesforce CRM. Section 9-10. Up to 40 characters are allowed in this field. 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. Salesforce CRM will let you point our context-specific help links on each end-user page to your own online help. City portion of the user’s address. In addition. Street address for a user.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. User Fields The available fields vary according to which Salesforce CRM edition you have. Company name where the user works. and communication templates. 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. This list includes but is not limited to custom fields. Short name to identify a user on list pages. User who created the user. Up to 8 characters are allowed in this field. For example.Salesforce. reports. Up to 40 characters are allowed in this field. Up to 40 characters are allowed in this field. training & CertifiCation 18 .” you’ll have to change it to “Company Health Check” to reflect your new terminology. indicates whether an aPi token has ever been reset. page layouts. views.
not available in Personal edition or group edition.com Certified administrator – Study guide ( Winter ‘11) Field Default Division Description Division that is applied. the default division is not used. the default currency for all currency amount fields in the user record. the Locale setting affects the format of date. the organization’s Display Language applies to all users. the primary language for the user. for all other users. and ISO-2022-JP are useful for Japanese users. available only for organizations that use multiple currencies. dates in the english (United States) locale display as 06/30/2000 and as 30/06/2000 in the english (United Kingdom) locale. training & CertifiCation 19 . a user’s individual Language setting overrides the organization’s Default Language. for example. Company division to which user belongs. preventing you from selecting a user who directly or indirectly reports to himself/herself. Character set and encoding for outbound email sent by a user from within Salesforce. UTF-8 (Unicode) represents all characters for all the world’s languages. Up to 80 characters are allowed in this field. Salesforce CrM lets you inactivate users who are referenced in the Manager field. email address of a user. Manager Lookup field used to select the user’s manager. leads. Depending on the approval process settings. and contacts. Up to 80 characters are allowed in this field. Users can change their division at any time. Note: Unlike other hierarchy fields. the value used to identify a user for federated authentication single sign-on. the new record is assigned to the existing record’s division. for example. Up to 80 characters are allowed in this field. times in the english (United States) locale display using a 12-hour clock with aM and PM (for example. and number fields. overrides the organization setting. this field is only visible to organizations that have Visualforce enabled. such as Customer Support. as displayed on the user edit page. by default.com. their personal locale. as displayed on the user edit page. When users create records related to an account or other record that already has a division. fax number for a user. the Locale setting also affects the first and last name order on Name fields for users. Shift_JIS. indicates the type of user license. Country or geographic region in which user is located. identifying number for a user. enables development mode for creating and editing Visualforce pages. in organizations using Professional. and Unlimited edition. Must be a valid email address in the form: jsmith@acme. time of day a user generally stops working. for example. whereas in the english (United Kingdom) locale. unless he or she explicitly sets a different division. Bob Johnson in the english (United States) locale displays as Bob Johnson. available only in organizations that use divisions to segment their data. to all new accounts and leads created by the user. Up to 40 characters are allowed in this field. all text and online help is displayed in this language. Delegated Approver Department Development Mode Division Email Email Encoding User lookup field used to select a delegate approver for approval requests. available at Setup | My Personal Information | Personal Information. enterprise. first name of a user. group that user works for. 14:00). 2:00 PM). this user can also approve approval requests for users. Up to 40 characters are allowed in this field. whereas the Chinese (China) locale displays the name as Johnson Bob. this setting does not restrict the user from viewing or creating records in other divisions. EUC-JP. this field establishes a hierarchical relationship. but is not supported by some older email software. (read only) Last name of a user. date/time. ISO8859-1 represents all Latin characters and should be used by english-speaking users. for Personal and group edition users.Salesforce. Employee Number End of day Fax Federation ID First Name Information Currency Language Last Login Last Name User License Locale Date of last login. Used to define the times that display in the user’s calendar. the locale is set at the organization level via Setup | Company Profile | Company Information. they display using a 24-hour clock (for example. PC Sales group. this field is especially useful for creating hierarchical workflow rules and approval processes without having to create additional hierarchy fields.
which can be changed by an administrator. administrative field that specifies the position of a user within an organization. Used to define the times that display in the user’s calendar. if selected. and delete campaigns and configure advanced campaign setup. workspaces. Up to 40 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 Certified administrator – Study guide ( Winter ‘11) Field Marketing User Description Checkbox that indicates whether a user has access to create.com offline. Mobile Mobile User Cellular or mobile phone number. Listing of custom links for users as set up by your administrator. Up to 20 characters are allowed in this field. (read only) Combined first and last name of a user. roles are selected from a picklist of available roles. the Mobile User checkbox is enabled by default for Unlimited edition users. the user must also select the Receive Salesforce Content Email Alerts checkbox. such as Western region Support Manager. Mobile Configuration the mobile configuration assigned to the user. workspaces. to use the campaign import wizards. not available in Personal edition or group edition. to receive real-time email alerts. Up to 20 characters are allowed in this field. granting the user access to Salesforce CrM’s mobile capabilities. select this checkbox and do not select the Receive Salesforce Content Daily Digest checkbox. including modification date and time. to prevent users from activating Salesforce CrM on their mobile devices before you’re ready to deploy Salesforce CrM mobile in your organization. Checkbox that specifies if the user was created via self-registration to a customer portal. Up to 80 characters are allowed in this field. User who last changed the user fields. or authors. administrative field that defines the user’s login. this field is only visible to organizations that use Salesforce CrM to manage mobile configurations. edit. administrative field that defines a user’s permission to perform different functions within the application. administrative checkbox that indicates whether a user has access to use force.com. as displayed on the user detail page. 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. if selected. if selected. amount of disk storage space the user is using. this field defaults to the mobile configuration assigned to the user’s profile. Primary time zone in which a user works.” 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. and Unlimited editions only. Up to 80 characters are allowed in this field.com. available in enterprise and Unlimited editions only. specifies that a user with Salesforce CrM Content subscriptions will receive a oncedaily email summary if activity occurs on his or her subscribed content. Users in arizona should select the setting with “america/Phoenix. allocates one Salesforce CrM mobile license to the user. Up to 40 characters are allowed in this field. training & CertifiCation 20 . Phone number of a user. to receive email. tags. or authors. this field is not available if your organization has disabled your choice to receive emails from salesforce. enterprise. time of day a user generally starts working. opt in to receive user-targeted promotional emails from salesforce. available in Developer. the number of user records with this checkbox enabled cannot exceed the total number of mobile licenses in the organization. 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). if no mobile configuration is specified.Salesforce. disable the checkbox for all your users. administrative checkbox that indicates whether a user has access to use Salesforce CrM Content.” and users in parts of indiana that do not follow Daylight Savings time should select the setting with “america/indianapolis. State or province portion of a user’s address. Zip code or postal code portion of a user’s address. tags.
select the Change division. This option applies only to closed opportunities owned by the account owner. Click Transfer. Transferring Records available in: Group. 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. For leads. some associated items that are owned by the current record owner are also transferred to the new owner. training & CertifiCation 21 ... Choose Setup | Data Management | Mass Transfer Records.. fill in the name of the existing record owner in the Transfer from field. 11. Unlimited. Transfer of Associated Items When you change record ownership. 10. 5. Choose Find to look for records that match. you can transfer to users or queues. • Select the Transfer open cases. 4. 7. Note: Mass transfers do not trigger workflow rules. checkbox to set the division of all transferred records to the new owner’s default division.com Certified administrator – Study guide ( Winter ‘11) Section 9-11. Deselect this checkbox if you want to remove the existing account team associated with the account. Fill in search conditions that the records you’re transferring must match. 8. In the Transfer to field. For example. Optionally. 6.” 9. Click the link for the type of record to transfer.. check the box in the column header to select all currently displayed items. 3. 2. Before transferring a record. closed opportunities owned by other users aren’t changed. you can: • Select the Transfer open opportunities. make sure the new owner has sharing access and at least “Read” permissions to the record you’re transferring and all associated records. Select the checkbox next to each record you want to transfer. you can transfer from users or queues. fill in the name of new record owner. • Select the Keep account teams checkbox if you want to maintain the existing account team associated with the account. When transferring accounts. If your organization uses divisions. • 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. Professional. checkbox if you want to transfer open cases that are owned by the existing account owner and associated with the account. For leads. checkbox if you want to transfer open opportunities owned by other users that are associated with the account.. Enterprise. Optionally.Salesforce.. you could search accounts in California by specifying “Billing State/Province equals CA. • Select the Transfer closed opportunities checkbox if you want to transfer closed opportunities associated with the account.
2. Enterprise. Click Save. 3. this template must be marked as “available for Use. the default response template is used when no response rules apply. open activities are not transferred. open activities. 5. 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. • Be sure to select the Campaign field (and optionally. otherwise. Section 9-12. open opportunities owned by the current account owner. The new owner may need to manually share the transferred accounts and opportunities as necessary to grant access to certain users. To select the fields to include on your Web-to-Lead form. Unlimited.Salesforce. or sales teams is removed. Unlimited. and Developer Editions. • For organizations using multiple currencies. this user must have the System administrator profile or the “Modify all Data” and “Send email” permissions. training & CertifiCation 22 . the Campaign Member Status field) if you’re using Web-to-Lead as part of a campaign.com Certified administrator – Study guide ( Winter ‘11) Record Accounts Associated Items that are Also Transferred Contacts (on business accounts only). notes. Click Setup | Customize | Leads | Web-to-Lead. Setting Up Web-to-Lead available in: Group. if you set up response rules to use different email templates based on the information submitted. Enterprise. Leads Access to Transferred Items When transferring accounts and their related data in Professional. To create and generate a Web-to-Lead form. sharing rules. 4. open activities. the user who will be listed as the creator of online leads and who will appear as the sender of email responses. the default response template to use for the email response that is automatically sent to prospects when they submit an online lead. and Developer editions User Permissions Needed to set up Web-to-Lead: “Customize application” To set up Web-to-Lead: 1. and optionally. Leave this option blank if you don’t wish to send emails when no response rules apply. Tip: Use a custom multiselect picklist to allow potential customers to express interest in several products. add the Lead Currency field if you add any currency amount fields. When transferring leads to a queue. attachments. use the Add and Remove arrows to move fields between the Available Fields list and the Selected Fields list. Any relevant sharing rules are then applied to the data based on the new owners. click Create Web-to-Lead Form. all previous access given by manual sharing. closed opportunities and open opportunities owned by other users. Use the Up and Down arrows to change the order of the fields on your form.” Note: auto-response rules are not available in group edition. Professional. all amounts will be captured in your corporate currency.
Salesforce CRM runs field validation rules before creating records submitted via Web-to-Lead and only creates records that have valid values. 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. 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. add the line <input type=”hidden” name=”debug” value=”1”> to your code. Exporting Backup Data available in: Enterprise. Also. If your organization exceeds its daily Web-to-Lead limit. If you want to test the Web-to-Lead form. 9. the Default Lead Creator (specified in the Webto-Lead setup) will receive an email containing the additional lead information. For Web leads that are generated as part of a campaign.Salesforce.com Certified administrator – Study guide ( Winter ‘11) • For organizations using record types on leads. Note: If you give a user the “Weekly Data Export” permission.com. 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. contact salesforce. Users can select the My Unread Leads list view to quickly locate all their new leads. and click Generate. select the language for the form labels displayed on your Web-to-Lead form. If your organization uses the translation workbench or has renamed tabs. The source of your Web-to-Lead form is always in your personal language. if a new lead cannot be generated due to errors in your Web-to-Lead setup.” and are changed to “Read” only when the lead owner views or edits that lead. all new leads are marked as “Unread. Specify the complete URL to which users should be directed after they submit their information. This URL could be a “thank you” page or your company’s home page. 8. To sign up for the Data Export Service. Copy the generated HTML code and provide it to your company’s Webmaster so he or she can incorporate it into your Web site. Customer Support is notified of the problem so we can help you correct it. Note: The format for date and currency fields captured online is taken from your organization’s default settings. 7. Section 9-13. You can export all your organization’s data into a set of comma-separated values files. Don’t forget to remove it before releasing the Web-to-Lead page to your Web site. 6. select the Lead Record Type field if you want users submitting Web-generated leads to select a specific record type. This line redirects you to a debugging page when you submit the form. All universally required fields must have a value before a record can be created via Web-to-Lead. training & CertifiCation 23 . In addition. which is needed to export data. Click Finished. All leads generated from your Web site are initially marked with the “default status” specified by the Lead Status picklist. Default Locale and Currency Locale. This permission is granted by default only to the System Administrator profile because of the wide visibility it enables.
Select Include attachments. The Export Now option prepares your files for export immediately. users must type the two words displayed on the overlay into the overlay’s text box field and click the Submit button. • If your organization uses person accounts and you’re exporting contacts. has correctly entered the text into the overlay. If you scheduled the export. Salesforce CRM uses CAPTCHA technology provided by reCaptcha to verify that a person. all account fields are included in the account data. The Schedule Export option lets you schedule the export process for weekly or monthly intervals.Salesforce. Select the types of data to include in your export. 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 . If you’re running the export now. start and end dates. and emails you when the file is ready. if you want your export data to include attachments. You have 48 hours to download the zip file from this page. after that. the contact data only includes the fields shared by contacts and person accounts. You can follow the link in the email or use the Data Export link to download a zip file of your backup data. 1. Salesforce CRM creates CSV files of your data.com Certified administrator – Study guide ( Winter ‘11) If your organization is configured for data export. Depending on the encoding selected. This functionality may be useful if you plan to use your export files for importing or other integrations. 5. person account records are included in the contact data. Salesforce CRM may require users to pass a user verification test to export data from their organization. click Save. text-entry test helps prevent malicious programs from accessing your organization’s data. click Start Export. Note: For security purposes. select the frequency. CAPTCHA is an acronym that stands for “Completely Automated Public Turing Test To Tell Computers and Humans Apart. it will be deleted. • If your organization uses divisions. This simple. data from all divisions is included in the export. as opposed to an automated program. Note that the words entered into the text box field must be separated by a space.. rather than the position of the columns. 4. 6. Note the following: • Formula and roll-up summary fields are always excluded from exports. and time of day for your scheduled export. Also. you can include all data in your export file. 7. If you’re scheduling your export. zips them into one archive. indicate who should be notified by email when the backup files are ready. 2. However. We recommend that you include all data if you’re not familiar with the terminology used for some of the types of data. Click Setup | Data Management | Data Export and Export Now or Schedule Export. 3. • If your organization uses person accounts and you’re exporting accounts. you can generate backup files manually once every 6 days or schedule them to generate automatically at weekly or monthly intervals. Select the desired encoding for your export file.” Tip: Any automated processes that process the export files should rely on the column headings in the CSV files.. you may have to make adjustments to the export file before viewing it. If desired. This option is only available if a week has passed since your last export. To pass the test.
weekly. users view the most current data. 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. • Click Others. 2. Click Refresh to replenish your dashboard with the most recent data. to send an email that includes the refreshed dashboard to additional users. Users can view the dashboard after they log in. You can only send dashboard refresh notifications to email addresses included on Salesforce user records. the dashboard data refreshes for anyone else in your organization that has access to that dashboard. Refreshing Dashboard Data available in: Group. 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. On the Dashboards tab. Note: Enterprise and Unlimited Edition users can schedule dashboard refreshes. or monthly so that you can work in Salesforce CRM without having to wait for the most recent data to refresh. If your dashboard data does not refresh after 10 minutes.... giving all users who can view the dashboard access to data they might not be able to see otherwise. In email applications that do not support HTML. This functionality bypasses all security settings. click Refresh again. 3. You can leave the dashboard and perform other functions in Salesforce CRM while the data refreshes. after a refresh completes. To schedule a dashboard refresh: 1.Salesforce. Professional. Section 9-15. select a dashboard from the View Dashboard drop-down list. 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.com Certified administrator – Study guide ( Winter ‘11) Section 9-14. Enterprise. Click Refresh and choose Schedule Refresh. from the drop-down button. When you refresh a dashboard. Unlimited. training & CertifiCation 25 . Additional refreshes submitted during a refresh and up to 1 minute after the completion of a refresh are ignored. field at the top right corner of the dashboard. the refresh automatically stops. you can send an email notification to yourself and other users that includes the dashboard in HTML format... When dashboard data is refreshing.. the notification displays text that includes a link to the dashboard in Salesforce CRM. If necessary. a Refreshing Dashboard field displays at the top right corner of the dashboard. Furthermore.
• In the Start and End fields. 2. if the Time Zone field on your user record is set to Pacific Standard Time. and you schedule a dashboard to refresh every day at 2:00 PM. For example. When you click the Daily. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day. the dashboard will only refresh on months that have that specific day. • In the Preferred Start Time drop-down list. 3. For example. If you schedule a dashboard to refresh on a specific day of every month.. from the drop-down button. To view the All Scheduled Jobs page. or Monthly fields. Click Save to schedule the dashboard refresh. Click Delete. Dashboards refresh in the time zone of the user who schedules the refresh. The scheduled refresh is permanently deleted and not sent to the Recycle Bin. 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. 5.. • Your preferred start time may not be available if other users have already selected that time to refresh a dashboard. if you select 2:00 PM as your preferred start time. click Setup | Monitoring | Scheduled Jobs.. link to choose a preferred start time for the dashboard refresh. Click Del to permanently delete all instances of the scheduled dashboard refresh. The dashboard refresh runs within an hour of the time you select in the Preferred Start Time drop-down list. choose “last” from the On day of every month drop-down list. more options display that allow you to refine the frequency criteria. the dashboard ▪ ▪ training & CertifiCation 26 . select the frequency at which the dashboard refreshes.com Certified administrator – Study guide ( Winter ‘11) 4. Select the dashboard that has a scheduled refresh you want to delete from the View Dashboard drop-down list on the Dashboards tab. then the dashboard will refresh every day at 2:00 PM Pacific Standard Time. For example. 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. Click Refresh and choose Schedule Refresh. specify the dates during which you wish to schedule dashboard refreshes. click the Find available options. 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. Weekly. if you schedule a dashboard to refresh on the 31st day of every month. To delete a scheduled dashboard refresh: 1.Salesforce. then the dashboard will only refresh on months that have 31 days. Schedule the dashboard refresh: • In the Frequency field. If you want a dashboard to refresh on the last day of every month. Tip: Optionally. Enterprise Edition users can schedule up to one dashboard refresh per hour per day..
General User Permissions Permission Name Activate Contracts Approve Contracts Convert Leads Functions Controlled Change contract status to activate. contacts. Other users cannot access dashboards in your personal folders. Solution Manager. create. To send a dashboard refresh notification to other users. users must click the name of the first column on the table or the metric label. After users receive dashboard refresh notifications in their email clients. they view the notifications when the email clients are not connected to the Intern ▪ ▪ Section 9-16.Salesforce. Contract Manager administrator. Solution Manager. Contract Manager administrator. Marketing User. 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. and edit contracts install or uninstall appexchange packages from the appexchange training & CertifiCation 27 . Contract Manager administrator administrator administrator administrator Create and Customize Reports View the reports tab. read only.com Certified administrator – Study guide ( Winter ‘11) ▪ may refresh any time between 2:00 PM and 2:59 PM. run. create. Dashboard components that include S-controls may not display in dashboard refresh notifications. Standard User. the dashboard must be in a public folder with access granted to others. Marketing User. depending on how many other dashboards are scheduled to refresh at that time. edit. To view the report that a table or metric dashboard component represents. In HTML-formatted dashboard refresh notifications. activate. Tips on Dashboard Refresh Notifications Consider the following when scheduling dashboard refresh notifications: ▪ ▪ ▪ ▪ Dashboard refresh notifications may not display properly in Microsoft Outlook 2007. and delete reports. and delete contracts apply an approved status to a contract Convert leads into accounts. 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. Standard User. Create. Contract Manager administrator. Users can click any dashboard component in a dashboard refresh notification to view the report the dashboard component represents. Note that users must log in to Salesforce CRM to view the report the dashboard component represents. General Permissions The following table shows the general permissions associated with each standard profile. save. edit. and opportunities Profiles administrator. users can click the name of the dashboard to log in to Salesforce CRM and view the dashboard directly. Users must log in to Salesforce CRM to view S-control data displayed in real time.
Solution Manager. custom profiles that have the “edit forecasts” permission will get the “edit Personal Quota” and “override forecasts” permissions. Edit Opportunity Product Sales Prices enable users to change the sales price on products Edit Personal Quota Change your individual quota. Marketing User. edit the Support Settings. Standard User. Contract Manager administrator. and delete workspace permissions in Salesforce CrM Content Create. Marketing User. When you convert to customizable forecasts. 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 Self-Service Users enable and disable contacts for self-service and Salesforce CrM customer portal access Edit Tasks Create. Solution Manager. Contract Manager administrator. Standard User. edit. Solution Manager. 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. edit. Solution Manager. this permission is only available for customizable forecasts. Standard User. Solution Manager. Contract Manager administrator. edit. Standard User. Marketing User. Marketing User. and delete content types in Salesforce CrM Content Change Status of multiple leads in a list view Create. and delete events Profiles administrator. Perform actions on multiple cases in a list view. Contract Manager administrator. Marketing User. Standard User. Solution Manager training & CertifiCation 28 . Contract Manager administrator. Marketing User. such as mass transfer of cases Create. and delete custom fields in Salesforce CrM Content Create.com Certified administrator – Study guide ( Winter ‘11) Permission Name Edit Events Functions Controlled Create. Standard User. edit. and delete solutions that are accessible to the public on your self-service portal or Web site.” and “View Setup and Configuration” permissions) Set support business hours.”“run reports. Standard User. and delete forecasts. edit. Set up email-to-Case. edit.Salesforce. Marketing User. Contract Manager administrator. Marketing User. Solution Manager. Contract Manager administrator. Solution Manager administrator Edit Forecasts Create. Solution Manager. Marketing User administrator. edit. Standard User. this permission is not available for customizable forecasts.
Solution Manager. the “Show Customer Sidebar on all Pages” permission is not available. Standard User. Marketing User. Solution Manager. read only. add and remove users from territories. Manually assign accounts to territories. instead of the Salesforce user database Transfer Leads Upload AppExchange Packages Uses Single Sign-On administrator administrator none training & CertifiCation 29 . Marketing User. Standard User. Standard User. Contract Manager administrator. Contract Manager administrator. run Self-Service reports Create and edit territories.Salesforce. this permission is only available for customizable forecasts.com Certified administrator – Study guide ( Winter ‘11) Permission Name Manage Self-Service Portal Functions Controlled Set up and maintain Self-Service settings (also requires the “Customize application” permission to modify Self-Service page layouts and delete your organization’s Self-Closed Case Status value). Standard User. Marketing User. 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. read only. Marketing User. Standard Platform User. Standard User. Change ownership of multiple leads in a list view Upload appexchange packages to the appexchange.com offline Run Reports View the reports tab. Contract Manager administrator. Standard Platform one app User administrator. Marketing User. run reports. Create and edit account assignment rules. Contract Manager. Solution Manager. Contract Manager administrator. View dashboards based on reports Send Email Send email to a single contact or lead. Solution Manager. Standard 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. Mass transfer leads via the Mass transfer feature. Marketing User. Solution Manager. Marketing User. Solution Manager. 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. Contract Manager administrator. Create test drives Username and password authentication is delegated to a corporate database such as active Directory or LDaP. Contract Manager none Mass Email Send bulk emails to contacts and leads. if the Show Custom Sidebar Components on All Pages user interface setting is selected. Standard User. displays your custom sidebar on all pages in Salesforce CrM. Solution Manager.
edit. When you convert to customizable forecasts. Section 9-17. Report Fields Fields Searched in Both Sidebar Search & Advanced Search Report Name Description Section 9-18.Salesforce. this permission is only available for customizable forecasts. For example. and fields. object relationships. 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. training & CertifiCation 30 . That user will not be able to view the Contacts tab when selecting the custom app that contains it. Profiles administrator Standard Object Permissions For each type of data. users with that profile will not see that type of data anywhere. Unlimited. Search Fields The types of records you can search vary according to which edition you have. and delete records Note: If you remove the “Read” permission from a profile.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. a user who does not have the “Read” permission on contacts will still be able to create custom apps that include the Contacts tab. Once you have defined a custom report type. and Developer editions User Permissions Needed to create or update custom report types: “Manage Custom report types” You define custom report types by objects. users can create custom reports from it. Enterprise. You can search for information within any of the fields listed below. Defining Custom Report Types available in: Professional. 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. custom profiles that have the “View all Data” permission will get the “View all forecasts” permission. The column lists fields searched in both the Sidebar Search and Advanced Search.
3. even if you don’t have permission to view leads. training & CertifiCation 31 .Salesforce. The name must be unique so that it can be distinguished from other custom report types in your organization. you must define a new custom report type. then the custom report type and any reports created from it will automatically be deleted. 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. If you want to change the primary object. 7. • Choose “Deployed” as the Deployment Status when you want to allow users to create and run reports from the custom report type. For example. you cannot change the primary object associated with it. Click Next. leads are available in the Primary Object drop-down list so that you can build lead report types for other users. 2. 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. 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. In addition. select the primary object from which you want to build your custom report type. • All objects display in the Primary Object drop-down list. and the custom object is deleted.com Certified administrator – Study guide ( Winter ‘11) To define custom report types: 1. Click New Custom Report Type. choose the object relationships a report can display when run from a custom report type. 6. • After you save a custom report type. if you select accounts as the primary object for your custom report type. Enter a description for your custom report type. For example. Select a category in which to store the custom report type on the Select the Report Type page of the report wizard. • The primary object you choose determines the views available to users creating or running reports from your custom report type. 5. 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. From the Primary Object drop-down list. 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. 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. Enter a name for your custom report type in the Report Type Name field. 4. Click Setup | Create | Report Types. 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. including those you do not have permission to view. Next.
such as via a phone call to a sales rep. In the Campaign History related list. or person account with a campaign: 1. or person account to a campaign and update that individual’s campaign status. we recommend that you clarify how the object relationships affect report results.” Section 9-19. 7. consider describing that report as This allows you to report on accounts and their contacts.Salesforce. you can manually link a contact. lead. if you’re defining a custom report type from which users can run reports that include accounts that may or may not have contacts. In the Campaign History related list. 4. 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. For example. Updating Campaign History available in: Enterprise. lead. and click Save. Change the Status of the individual.com Certified administrator – Study guide ( Winter ‘11) ▪ When entering a name for your custom report type. Unlimited. Furthermore. and click Next. Select the campaign. View the detail page of the individual you want to link to the campaign. lead. lead. or person account. View the detail page of the individual associated with the campaign. 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. training & CertifiCation 32 . considering naming that report Accounts with or without Contacts. ▪ ▪ After deploying a custom report type. Accounts will display if they have no contacts. Any user can do this via the Campaign History related list on a contact. when entering a description for your custom report type. change the Deployment Status back to “In Development” if you want to make further enhancements. 2. click Edit next to the campaign name. and click Save. To associate a contact. click Add Campaign. or person account on an existing campaign: 5. For example. 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. Select the Status of the individual for the campaign. 6. 3. A custom report type’s Deployment Status will automatically change from “Deployed” to “In Development” if its primary object is a custom object whose Deployment Status changes from “Deployed” to “In Development.
and delete campaigns and configure advanced campaign setup. editing. or Cloning individual Campaign Members 50.000 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. editing. edit.000 per report 50. However. Edit Members – Search to view.Salesforce. then selecting one of the following options: ▪ ▪ ▪ ▪ Add Members – Search to add campaign members from a search. 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. 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. How can I track which opportunities resulted from campaigns? Your company’s campaigns typically will target existing customers (contacts) and/or prospective customers (leads).000 per report 50. not for marketing purposes. only designated Marketing Users with the appropriate user permissions can create. or Cloning individual Campaign Members 50.csv). or delete existing campaign members. An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User. Unlimited. or person account plus the individual’s current status on the campaign. Add Members – Import File to add campaign members by importing leads from a comma-delimited text file (. In addition. Update & Add Members – Import File to edit campaign member status using an import file. view the advanced campaign setup. or run campaign reports. Can I use mass email for my email campaigns? Mass email is designed for small-scale sales and support mailings. lead. Both contacts and leads can be associated with your campaigns as campaign members. and Developer editions available for an additional cost in: Professional edition Who has access to campaigns? Depending on your sharing settings. The following tables describe additional methods to add 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. 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).com Certified administrator – Study guide ( Winter ‘11) Note: The Campaign History related list shows the associated campaigns for a contact. update.000 per import file 250 per list page 1 training & CertifiCation 33 . We recommend that you use a third-party email-execution vendor to send emails for marketing campaigns. users in your organization can view campaigns. Campaign FAQ available in: Enterprise.
which are updated automatically and include values from all associated records regardless of whether you have read access to those records. In the lookup dialog. If the record has already been tagged. 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. Advanced Setup – Click Advanced Setup to customize the Member Status values for a campaign. Tagging Campaigns – If tags have been enabled. You can also click Save & New to save the current campaign and create another. you can use the Parent Campaign lookup field to assign a parent to your campaign. click Add Tags or Edit Tags in the Tags area directly under the colored title bar to tag the current record. Calculating Campaign Statistics – The campaign detail includes campaign statistic fields. 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. mouse over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page. campaign hierarchies. The Member Status values are the possible responses that a member can have to the campaign such as “Sent.Salesforce. Tip: If your organization has enabled hover details. and the opportunities that resulted from the campaign. click one of the tag names to view a list of all records with that tag.” “Responded. Use your browser’s Print function to print the display. the Campaign Hierarchy related list contains aggregate statistics for a parent campaign and all the campaigns below it in the campaign hierarchy.” Campaign Related Lists – The lower portion of the display provides information related to the campaign.com Certified administrator – Study guide ( Winter ‘11) Section 9-20. or person accounts with a campaign or to update the status of existing campaign members. Note: If enabled by your administrator. 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. you can search for an existing campaign or create a new parent campaign.” or “Attended. If you have campaign hierarchies enabled. 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. click Save. training & CertifiCation 34 . or person account. click the campaign name to display detailed information. Leads. contact. Displaying and Editing Campaigns available in: Enterprise. contacts. You can also select a campaign name from the Campaign History related list of an associated lead. click Printable View on the campaign detail page. Linking Contacts. attachments. related list hover links display at the top of each detail page. Click more at the bottom of the page or View More below a related list to display more items. Editing Campaigns – To update a campaign. or Person Account to Campaigns – Click Manage Members on the campaign detail page to associate leads. Printing Campaigns – To view a printable display of all information for the campaign. When you’ve finished. You can click individual items to display additional detail. Creating Campaign Hierarchies – When creating or editing a campaign. you can edit fields directly on the detail page. including activities. Note: If your organization has enabled inline editing. click Edit. Unlimited. and then change the fields you want to update.
or roles. This user will be listed on the case history for all actions that are system defined. click Sharing. Sharing – To share a campaign with other users. case comment. task.com Certified administrator – Study guide ( Winter ‘11) To return to the last list page you viewed. you can browse for and find solutions by category from the Solutions tab or when solving a case. or click Delete on the case detail page. case comments. When you delete a case.Salesforce. Note: If you delete an event. accounts. or attachment from a case and then delete the case. Associated contacts. Unlimited. Click Save. case comment. Once your solutions are categorized. groups. 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. all related events and tasks. Enterprise. and Developer editions User Permissions Needed to categorize solutions: “edit” on solutions Use solution categories to group similar solutions together. Click Edit to change any of the listed support settings. click Back to list at the top of the campaign detail page. and solutions are not deleted with the case. 2. and Developer editions User Permissions Needed to delete cases: “Delete” on cases To delete a case. and the Customer Portal. Professional. Customers can also browse published solutions by category in public solutions. If your organization has enabled collapsible page sections. Section 9-22. Section 9-21. 3. task. Choose the new Automated Case User by typing his/her full name in the field or by using the lookup icon. or attachment cannot be restored via undelete. All automated case actions will now have this new Automated Case User listed on the Case History. The deleted case is moved to the Recycle Bin. Categorizing Solutions available in: Professional. and attachments are also deleted. 4. Each solution can belong to more than one category. Section 9-23. follow these directions: 1. Click on Setup | App Setup | Customize | Cases | Support Settings. click Del next to the case on the cases list page. the Self-Service portal. Unlimited. If you undelete the case. training & CertifiCation 35 . Deleting Cases available in: Group. the event. The Del link and Delete button do not display for users who do not have the “Delete” permission on cases. 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. any related items are also restored. Enterprise. use the arrow icons next to the section headings to expand or collapse each section on the detail page.
training & CertifiCation 36 . Once solution category browsing is enabled. click Deselect to remove a category from the solution. Click Select Categories in the Solution Categories related list. If you haven’t already created the custom object. solution category information is not available in list views. translated solutions inherit solution categories from their master solutions. you have to modify the categories of its master solution. Unlimited. 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. If you put solutions into only the most relevant categories. If a tab style is already in use. click Del in the Solution Categories related list on the solution detail page. This related list is not visible unless your administrator has defined and enabled categories. The label of the new tab is the same as the plural version of the custom object label. Click the Tab Style lookup icon to display the Tab Style Selector. 4. Creating Custom Object Tabs Custom object tabs and Web tabs available in: Group. as described in Defining Custom Objects. Enterprise. Mouse over the style name to view the tabs that use the style. Click Setup | Create | Tabs. 1. View the solution you want to categorize.Salesforce. However. Section 9-24. If multilingual solutions is enabled for your organization. To later remove a category from a solution. 3. click Select to add a category to the solution. Select the custom object to display in the custom tab. 3. Professional. The categories on a translated solution are synchronized with the categories on the master solution. see Customizing Solution Settings. click Create a new custom object now and follow the instructions in Defining Custom Objects. 5. 2. they will be easier for users and customers to find. can categorize solutions prior to enabling solution categories for the entire organization. 4. If necessary. Note: You can create a custom report on solution categories. and users with the “Manage Categories” permission. all users with the appropriate permissions can categorize solutions. Click a tab style to select the color scheme and icon for the custom tab. Repeat until you have added all applicable categories. and Developer editions apex Page tabs available in: Group. To modify a translated solution’s categories. Unlimited. In the solution category hierarchy. Professional.com Certified administrator – Study guide ( Winter ‘11) Administrators. We recommend that you limit the number of categories to which a solution belongs. For more information on how to enable category browsing. a number enclosed in brackets  appears next to the tab style name. Click New in the Custom Object Tabs related list. Click Save. Enterprise. Click Hide styles which are used on other tabs to filter this list. 2.
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. enter a search term. 8. To create your own tab style: • Click the Color lookup icon to display the color selection dialog and click a color to select it. The New Custom Tab wizard reappears. 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. or Tab Hidden in Tab Visibility to determine whether the custom tab is visible to users with that profile. if the custom object displayed in the custom tab is named Expenses. For Enterprise. 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. click Search in Documents. 6. • Alternatively. an Expense option appears in this list. Default Off. and click Next. 9. select Apply a different tab visibility for each profile and choose Default On. Begin creating an event by doing one of the following: training & CertifiCation 37 . Specify which fields display to users in the key lists section of the custom object tab home page. tab visibility is automatically set to Default On. Creating Events available in: All editions User Permissions Needed to create events: “edit events” 1. • Click Insert an Image. • Select a file and click OK. an option is added to the Create New drop-down list in the sidebar so users with the “Create” permission can quickly create a new record. Salesforce CRM replaces it with a default multicolor block icon. or Tab Hidden from the drop-down list. If you choose Default On or Default Off. or Tab Hidden from the drop-down list for each profile. If the document used for the icon is later deleted. if desired. Unlimited. choose Default On. • Specify the custom apps that should include the new tab. Default Off.com Certified administrator – Study guide ( Winter ‘11) Optionally. • 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. and select the image you want to use. Default Off.Salesforce. Optionally. select the document folder. choose a custom link to use as the introductory splash page when users initially click the tab. Section 9-25. • Click Save. • Alternatively. For Professional Edition organizations. and Developer Edition organizations. and click Next. To further customize the tab: ▪ ▪ Define the page layout for records displayed in the tab. and click Go! to find a document file name that includes your search term. Enter a description of the tab. For example. 7. The page layout controls which fields are visible and editable when users are entering data in the custom tab. Specify Tab Visibility.
Optionally. or resources are invited. and end date and time. start date and time. you can create events that last up to 14 days. Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. • From the Open Activities related list of an associated record. Once you’ve created the recurring event series. the maximum number of occurrences is as follows: • Daily: 100 • Weekly: 53 • Monthly: 60 • Yearly: 10 training & CertifiCation 38 . leads. Click Save.Salesforce. select Create recurring series of events to specify how often the event repeats. • On the day view of the calendar. click on a time to create an event for that time. 1. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled.m. such as a weekly staff meeting that occurs every Monday at 11:00 a. click Save & New Task to save the event and create a new task or Save & New Event to save and create an additional event. select the users to invite and click New Event. click New Event. Alternatively. 3. Note that the Check Spelling button must be enabled by your administrator. Select the frequency of recurrence. 2. Note: If multiday events are enabled for your organization. 2. Optionally. click the Add Event Icon ( ) next to a date to create an event on that date. • On a multiuser calendar. click Check Spelling to spell-check the contents of the Description field. such as Japanese. Spell checker does not support double-byte languages. 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. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. Optionally. Once you’ve created the recurring event series. • On the week view or the month view of the calendar. 5. click New Event. Note: Depending on the type of series you’re creating. 4. click Add Invitees to make the event a group event to which users. This topic describes how to complete the Recurrence section on the New Event page. set a reminder on the event by selecting Reminder and choosing how long before the event you want to be reminded. contacts. Enter the details of the event such as subject. Select the Create recurring series of events checkbox. Optionally.com Certified administrator – Study guide ( Winter ‘11) • From the Calendar section of the Home tab.
amounts display in the activity currency and are also converted to the user’s personal currency. this field is not available in Personal edition. You can enter the name of the person or use the lookup icon to select the name. text note describing the event. accounts. available in enterprise. optional field that allows users invited to a group event to enter a note when they accept or decline the event. Webex meeting type. out of office. available only in organizations that use divisions to segment their data.Salesforce. name of the field that determines what picklist values are available for the record. this field cannot be set for group events or when adding or modifying an event in another user’s calendar. this field only displays if you have the “read” permission for that type of record. or choose a date from the calendar that displays when you put your cursor in the field. this field is for online meetings only. this field appears only if multiday events are disabled. Checkbox that specifies whether the event lasts all day. to assign the event to another user. or contacts. (read only) Planned date of the event. Contact or lead associated with the event. including creation date and time. users with sharing access to the record can click it to view more details. campaigns. users with sharing access to the record can click it to view more details. lead. such as an account. the activity belongs to the global division. Planned end date and time of the event. including modification date and time. Picklist that determines how this event appears when another user views your calendar: busy. this value is automatically inherited from the related account. case. this field is automatically filled in with the value from the corresponding contact or lead record. or custom object. or free time. (read only) Location of the event. this field is for online meetings only and is not available for trial meetings. this field is automatically filled in with the value from the corresponding contact or lead record. this field appears only if multiday events are enabled. this field only displays if you have the “read” permission for that type of record. and Developer editions. the phone number of the contact or lead associated with the event. available only for organizations that use multiple currencies. assigned owner of the event. this option is not available when you associate the event with a lead instead of a contact. Private events cannot be associated with opportunities. the record that the event is associated with. cases. However. Set the start date and end date. the number identifying the meeting. Division to which the activity belongs. this field appears only if multiday events are disabled. this field is for online meetings only. you can add the current time by clicking the time link next to the field. the length of a timed event in hours and minutes. Link used to attend an online meeting. otherwise. Unlimited. Event Fields Field Activity Currency All Day Event Assigned To Attendee URL Contact or Lead Created By Date Description the default currency for all currency amount fields in the activity. this field is for online meetings only. the email address of the contact or lead associated with the event. You can enter a date. indicates whether users other than the event owner can see the event details when viewing the event owner’s calendar. this field can hold up to 32KB of data. contracts. 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 . or custom object. enter the password that meeting attendees should use to log in to the online meeting. leads.com Certified administrator – Study guide ( Winter ‘11) 3. By default. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field. 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. the event is assigned to the creator. exported data files will always contain private events. this field is not available in Personal edition. User who created the event. additionally. opportunity. enter a user’s name or select a user with the lookup icon. if any. User who last changed the event.
follow these steps: 1. see “Creating Group Tasks.. Section 9-26. you can add the current time by clicking the time link next to the field. Hide Details – Others can see whether the user is available at given times. Enter the details of the task: • Tip: To assign independent copies of a new task to multiple users. training & CertifiCation 40 . each picklist value can have up to 40 characters. click Check Spelling to spell-check the contents of the Comments field. Click Save. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field. Alternatively.” • Optionally. select Make this the default setting. additionally. but cannot see any other information about the nature of events in the user’s calendar. such as email or Meeting. this field appears only if multiday events are enabled. such as “Meeting. this field is available for Webex customers only. such as making phone calls or sending mail. To get started: • Click New from the My Tasks section of the Home tab. enter any dial-in instructions or details. You can add the current time by clicking the time link next to the field. Choose a Webex teleconferencing service. this field appears only if multiday events are disabled. 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. 2. • Click New Task from the Open Activities related list of an associated record. • Click Task from the Create New. • 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. 3. time of a planned event. To save the current state of the checkbox as your personal default. entry describing subject of activity.com Certified administrator – Study guide ( Winter ‘11) Field Start Description Planned start date and time of event. Spell checker does not support double-byte languages such as Japanese.” You can enter a subject or select from a list of previously defined subjects.Salesforce. click Save & New Task to save the task and begin creating another new task. type of the event. Note that the Check Spelling button must be enabled by your administrator. To create a new task. drop-down menu in the sidebar. or click Save & New Event to save the task and begin creating an event. 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. Checkbox that specifies whether the completed event is visible in the Self-Service Portal. this field is for online meetings only..
• Activity list views have several options. Enter the name to appear in the View drop-down list. In general. • Price book list views can be restricted by price book. 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. For example. manage. Fill in the following: 1. documents. Show Details – Users can see detailed information about events in other users’ calendars. or cases to use for mass email recipient lists. click Create New View at the top of any list page or in the Views section of any tab home page. 3.. Click Setup | Administration | Security Controls | Sharing Rules | Edit. or campaigns. or My. My Territory Teams means records associated with either territories to which you belong or territories below you in the territory hierarchy.” Section 9-27. users.Salesforce. edit. Note: By default. You can create new list views to see a specific set of records such as contacts. this setting is set to “Hide Details and Add Events. to specify the set of records to search. • If your organization has territory management. 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. users can insert events in other users’ calendars..com Certified administrator – Study guide ( Winter ‘11) 2. create a list view of accounts in your state. account and opportunity list views can be restricted by My Territories or My Territory Teams. users can insert events in other users’ calendars. leads with a specific Lead Source. You can also create views of contacts. training & CertifiCation 41 .. Creating Custom List Views available in: All editions User Permissions Needed to create custom list views: to create. click Edit next to the View drop-down list. Specify Filter Criteria Filter by Owner These options vary. 2. Select the appropriate drop-down value for “Default Calendar Access. There may be additional options: • Lead and case list views can be restricted by queue.” To change this setting: 1. My Territories means records associated with territories to which you belong. you can use additional tools to customize. To edit or delete any view you created. 4.. select All. To create a new view. Show Details and Add Events – In addition to the sharing levels set by Show Details. Enter View Name. or opportunities above a particular Amount. depending on the kind of record. Hide Details and Add Events – In addition to the sharing levels set by Hide Details. navigate. and edit list data. leads.
To share the list view. This option is disabled if you aren’t searching all records. and Developer Edition users can specify a public group. select the division that records in the list view must match. 3. 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. Enterprise. To see a list view. select Visible to certain groups of users. you’ll receive an error when attempting to save the list view. training & CertifiCation 42 . You can choose up to 15 different fields to display in your view. Select Fields to Display The default fields are automatically selected. Select --Current-. choose the type of group or role from the drop-down list. up to 255 characters are displayed in the list view. To create list views that only your Salesforce CRM users can see. specify conditions that the selected items must match. When you select a long text area field. and then share it with the All Internal Users group or a selected set of internal groups and roles. role.to show records in your current working division.Salesforce. Restrict Visibility If you are an administrator or a user with the “Manage Public List Views” permission. Filter by Additional Fields Optionally. select Visible to certain groups of users. and click Add. Alternatively. users must also have the appropriate “Read” permission on the type of records within the list view. specify whether everyone or just you can see the custom view. Use the arrows to arrange the fields in the proper sequence. You can also use special date values in your filter criteria. select a field name and click the Add or Remove arrow. or role including all users below that role to see the custom view. Filter by Division If your organization uses divisions to segment data and you have the “Affected by Divisions” permission. This option is not available in Personal Edition. such as Lead Source equals Web. 4.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 can display only the fields that are available in your page layout. select the group or role from the list below it. To add or remove fields. Unlimited.
Click Save. this field displays as the person account icon. task is still open.com Certified administrator – Study guide ( Winter ‘11) When implementing a customer portal. click Back to list at the top of any detail page. the task Status field has a “Closed” value. the event is the meeting invite sent to another user for a group event. the account is a business account. such as in the campaign import wizards. To return to the last list page you viewed. note that your administrator may have customized the name of this field. or records owned by or shared with users in roles below you in the role hierarchy. to show all opportunities you’ve won. Activities: Closed Campaigns: Active training & CertifiCation 43 .Salesforce. the event is the original group event assigned to the event host. the lookup icon automatically displays when you choose to filter on one of the special picklists. records that have been shared with you. 5. 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. that is. not tasks. the event has a specific time. 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. 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. such as in a list view or report or when mass-deleting records.” Alternatively. the account is not a partner account or the lead or opportunity owner is not a partner user. the task has been closed. In addition. Campaign is active and can be chosen from various campaign picklists. you can use special picklist values for your search criteria.” For example.” Note: If you are creating filter criteria for a report or list view. (Field-level security is available only in Enterprise. The view appears in the View drop-down list so you can access it later. activity is an event. and Developer Editions. applies only to events. These are special picklists with values of either “True” or “False. the account is a partner account or the lead or opportunity owner is a partner user. Unlimited. When creating filter criteria. you can manually enter “True” or “False” in the filter criteria. Campaign is inactive. activity is a task. leads. you can view only those fields that are visible in your page layout and field-level security settings. enter “Won equals True” as your search criteria. activity does not have a green sheet. applies only to tasks. applies only to events. create custom views that contain only relevant information for customer portal users and then make those views visible to customer portal users by sharing them with the All Customer Portal Users group or a selected set of portal groups and roles. the event is marked as an all-day event. not events. Filtering on Special Picklist Values The available fields vary according to which Salesforce CRM Edition you have. These are the available fields and their values: Special Picklist Field Value Accounts and contacts: Is Person Account Accounts. Click the lookup icon to choose the value “True” or “False. To show all closed/lost opportunities. not an event. not tasks.) Archived activities are not included in activity list views. enter “Closed equals True” and “Won equals False.
Product is inactive and cannot be added to opportunities. Case has not been escalated. the contact is enabled to log in to your Self-Service Portal. Case has been automatically escalated via your organization’s escalation rule. the case is open. that is.” Case has been closed. the Stage field has a value of the type Closed/Won. the contact may receive mass email. Case has a new comment added by a Self-Service user. that is. the Stage field may have a value of the type open or Closed/Lost. that is. the lead has not yet been viewed or edited by the owner since it was assigned to that user.Salesforce. the Stage field has a value of the type Closed/Won or Closed/Lost. Case is still open. the case Status field has a “Closed” value. the solution has been marked Visible in Self-Service Portal and is visible to Self-Service Portal users. the partner for the opportunity has not been marked as the primary partner. the lead has been converted. that is. Product has a default revenue schedule. Solution is not marked Visible in Self-Service Portal and is not visible to Self-Service Portal users. the lead has been viewed or edited at least once by the owner since it was assigned. the opportunity is still open. Product has a default quantity schedule. the contact cannot be included in a mass email recipient list. the partner for the opportunity has been marked as the primary partner. the opportunity has not been won. the case Status has a value that is not equivalent to “Closed. the contact is not enabled for Self-Service. the opportunity owner has checked the Private box on the opportunity edit page. Cases: Escalated training & CertifiCation 44 . the opportunity is closed. Product does not have a default revenue schedule. Case has a comment added by a Self-Service user. Case does not have a Self-Service comment. the lead cannot be included in a mass email recipient list. Case does not have a new Self-Service comment. Product does not have a default quantity schedule. Product is active and can be added to opportunities in enterprise and Unlimited edition organizations. the lead has not been converted.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 Private box on the opportunity is not checked. the opportunity is closed and won. the lead may receive mass email.
Google AdWords What is Google AdWords? Google AdWords (http://adwords. the translated solution has not been updated to match the master solution with which it is associated. including Google.) Section 9-28. contact salesforce. that is.com. Section 9-29. Unlimited. What is Salesforce CRM for Google AdWords? Salesforce CRM for Google AdWords connects Salesforce CRM with Google AdWords. 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. User is not enabled for force.com Certified administrator – Study guide ( Winter ‘11) Special Picklist Field Value true Solutions: Reviewed false true Solutions Out of Date false true false true false true false true false Description the solution has been reviewed. the translated solution has been updated to match the master solution with which it is associated. and Developer Editions. you can: ▪ ▪ Take advantage of Google AdWords as a lead generation tool Correlate clicks on Google advertisements with Salesforce CRM leads 45 training & CertifiCation . you’ll be ready to turn on territory management for your organization. Many salesforce. User is active and can log in. To request territory management for your organization. Enabling Territory Management available in: Enterprise. You must meet the following prerequisites before enabling territory management: ▪ ▪ Your organization must be using customizable forecasting. the solution Status field has a “reviewed” value.com customers advertise online with Google AdWords as a mechanism to generate leads. allowing you to track the effectiveness of your online advertising investments. User is not enabled to manage campaigns.com offline. With Salesforce CRM for Google AdWords. User can manage campaigns. User is inactive and cannot log in. After you’ve completed the prerequisites. Solution is not reviewed. User is not a partner user.com) is an online advertising service used to create advertisements that display on major search engines.google.com offline use. Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management. Unlimited. and Developer editions User Permissions Needed to enable territory management: “Manage territories” Territory management is not enabled by default in Salesforce CRM.Salesforce. User has access to use force. User is a partner user. (Field-level security is available only in Enterprise.
• To modify a presentation and save it as a new version. To refine your results. 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. • To create a new presentation. sales opportunities. Salesforce CRM Content can perform a full-text search of each slide and return only slides applicable to your purpose. select a specific training & CertifiCation 46 . Note: Working with presentations requires Adobe Flash® Player. click the Workspaces tab and then choose Create New | Presentation. If presentation assembly is disabled after presentations have been created.5 or higher. Unlimited. In this case. 2. • To create a new presentation by copying an existing presentation. 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. In Salesforce CRM Content. Depending on whether you want to create. Note: When you create. Group. Salesforce.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. we recommend that you assemble the presentation outside of Salesforce CRM Content and then upload it into the appropriate workspace. Salesforce. If you do not have Flash installed. Creating and Modifying Presentations in Salesforce CRM Content available in: Contact Manager. or modify a presentation.com does not delete existing presentations but they cannot be customized or modified. or modify a presentation. copy.Salesforce. To work with presentations: 1. Professional.0. you can create a custom Microsoft® PowerPoint presentation by searching for and previewing slides. 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. 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.11. on the content details page click Edit | Edit Presentation. Click Search presentations to display all the PowerPoint files in your workspaces or click Search slides to display all the individual slides in your workspaces. it may time out. Enterprise.com provides a link to Adobe’s website where you can download Flash for free. on the content details page click Clone & Customize. then easily assembling them in whatever sequence you choose using a simple drag-anddrop assembly tool. You can publish the presentation to a public workspace or keep it in your personal content area. version 9. The assembly tool allows you to create or modify the custom presentation by dragging and dropping individual slides. clone & customize. When you publish a PowerPoint file. or you can browse all slides published into your workspaces.
The My Recent Tags list on the Contribute window shows the 20 tags you have used most recently. Drag the desired files or slides from the search results into the assembly section in the lower half of the window. When you are done assembling your presentation. hover over a slide and click the presentation icon ( that use that slide. choose that author from the drop-down list. add or modify the presentation’s description. To publish the content on behalf of another author. ë If your administrator assigned the guided tagging rule. The following options help you assemble your presentation: • In search results. Note that any PowerPoint 2007 files in your workspaces do not appear in search results and cannot be assembled into presentations. choose Save in my personal workspace. but that doesn’t training & CertifiCation 47 . Optionally. In the Save or Publish Content dialog: 4. Note: Some slide thumbnails may not be visible or may only be partially visible. If you do not choose a language. suggested tags. Optionally. hover over a presentation and click the slides icon ( presentation. hover over a document and click the garbage can icon ( document from the presentation you are assembling. If you are modifying the presentation. If users restrict their content searches to a particular language. but you can click on them to see the preview in the lower half of the window. • Click Clear at any time to revert your changes. Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Workspaces tab. When you select a tag it turns green. b. click Save. f. 3. You can remove tags from a document. Salesforce CRM Content associates your content with your personal language setting. • In search results.com Certified administrator – Study guide ( Winter ‘11) workspace to search or enter a search term in the text box before clicking either button. You can re-upload the slide if you want the thumbnail to be visible. you can choose from the list of suggested ë If your administrator assigned the restricted tagging rule. The Language drop-down list is displayed if multi-language support is enabled. 5. Click a tag to add it to the Tags field automatically. for example if your work is still in progress. tags or enter a new tag. a. e. c. you can enter tags in the Tags field. If you do not want the presentation to be visible to other users in your organization. assign or change the presentation’s name. choose a language. delete the tag. • In search results. Tag your content. only content associated with that language is displayed in the search result set. d. Click a suggested tag to add it to the Tags field automatically. As you type a tag. ) to view all the slides in the ) to view all the presentations ) to remove that • In the assembly section. Choose Add to presentation or Hide preview as needed. you must choose from the list of ë You can’t change or delete tag names.Salesforce. click Cancel to return to your starting point. complete the Reason for Change field. 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. click a file or slide to preview it in the lower half of the window. Select a workspace.
. inc. Salesforce. CA. return to the Workspaces tab.salesforce. If multiple content types are available. h. The content type determines which custom fields appear for you to categorize and define your content. The case of the original tag is always used. inc.ë Tags are case insensitive. For More Information Contact your account executive to learn how we can help you accelerate your CrM success. salesforce. Click Publish. Other names used herein may be trademarks of their respective owners. All rights reserved.com and the “no software” logo are registered trademarks of salesforce. You can then view the content details page. g. or publish another file. and salesforce. Corporate Headquarters The Landmark @ One Market Suite 300 San Francisco.com.com. choose one from the drop-down list.com owns other registered and unregistered trademarks. You can’t have two tags with the same name even if they use different upper and lowercase letters. Sg_Certifiedadmin_Winter11_2010-11-15 . 94105 United States 1-800-NO-SOFTWARE www.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.
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