Salesforce.

com Certified Administrator

Study Guide
Winter ‘11

training & CertifiCation

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

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

training & CertifiCation

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

Section 1.

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

Purpose of this Study Guide

Section 2.

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

Audience Description: Salesforce.com Certified Administrator

▪ ▪ ▪ ▪ ▪ ▪

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

▪ ▪ ▪ ▪

training & CertifiCation

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

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

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

The candidate should be able to describe the capabilities of:

Section 3.

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

About the Exam

Section 4.

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

Recommended Training

Section 5.

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

Exam Outline

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

Weighting
3%

training & CertifiCation

2

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

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

2%

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

3%

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

5%

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

17%

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3

modify.Salesforce. and test the approval Process identify the settings in creating Workflow approval Processing 3% Data Validation Define Data Validation List common use cases for Data Validation Describe when Data Validation rules are enforced Create Data Validation rules 3% Data Utilities Describe the function of an external iD List and describe the different tools and use cases for data migration Update existing data via import Define when to use the Data Loader List the functions of the Data Loader Mass Update records 5% training & CertifiCation 4 .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.

Web-to-Lead.Salesforce. assignment rule. and corresponding auto-response rule Measure Campaign results Describe the process and effects of converting a Lead 5% Service & Support Administration Define a Case Describe use cases for Case Hierarchies Describe how to use Case Queues to manage Cases Describe how to use a Case assignment rule to assign and route Cases Describe use cases for Web-to-Case Describe uses cases for email-to-Case Describe the functionality of the Case escalation rule Describe the functionality of the Case auto-response rule Describe the functionality of the Business Hours 5% training & CertifiCation 5 .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.

Applications. Sample Exam Questions training & CertifiCation 6 .com Certified Administrator exam. & 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.Salesforce. 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. including Business Hours. assignment rule. These questions are not designed to test your readiness to successfully complete the certification exam. but should be used to become familiar with the types of questions on the exam. 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. 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. Web-to-Case. The following questions are representative of those on the Salesforce. escalation rules.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3. Professional. click Refresh again. Note: Enterprise and Unlimited Edition users can schedule dashboard refreshes. You can only send dashboard refresh notifications to email addresses included on Salesforce user records. Refreshing Dashboard Data available in: Group. Section 9-15. and Developer editions User Permissions Needed to refresh dashboard data: “run reports” anD access to view dashboard folders The data in each dashboard is as current as the date and time displayed in the As of. the notification displays text that includes a link to the dashboard in Salesforce CRM. from the drop-down button. 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. Unlimited. To schedule a dashboard refresh: 1.com Certified administrator – Study guide ( Winter ‘11) Section 9-14. the refresh automatically stops. When you refresh a dashboard. Click Refresh and choose Schedule Refresh. In email applications that do not support HTML. training & CertifiCation 25 .. The user in the Running User field determines the dashboard’s level of access to data. You can leave the dashboard and perform other functions in Salesforce CRM while the data refreshes. This functionality bypasses all security settings.. users view the most current data. Furthermore. you can send an email notification to yourself and other users that includes the dashboard in HTML format. Click Refresh to replenish your dashboard with the most recent data.. Users can view the dashboard after they log in. Enterprise.. select a dashboard from the View Dashboard drop-down list. after a refresh completes. weekly. the dashboard data refreshes for anyone else in your organization that has access to that dashboard. 2. When dashboard data is refreshing.. On the Dashboards tab. • Click Others. 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. a Refreshing Dashboard field displays at the top right corner of the dashboard. Additional refreshes submitted during a refresh and up to 1 minute after the completion of a refresh are ignored.Salesforce. field at the top right corner of the dashboard. 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. to send an email that includes the refreshed dashboard to additional users. giving all users who can view the dashboard access to data they might not be able to see otherwise. If necessary.

com Certified administrator – Study guide ( Winter ‘11) 4. To delete a scheduled dashboard refresh: 1. • In the Preferred Start Time drop-down list. 2. the dashboard will only refresh on months that have that specific day. Schedule the dashboard refresh: • In the Frequency field. If you want a dashboard to refresh on the last day of every month. Weekly. 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. When you click the Daily.. or Monthly fields. if you schedule a dashboard to refresh on the 31st day of every month. then the dashboard will only refresh on months that have 31 days. • Your preferred start time may not be available if other users have already selected that time to refresh a dashboard. click Setup | Monitoring | Scheduled Jobs. Dashboards refresh in the time zone of the user who schedules the refresh. click the Find available options. if you select 2:00 PM as your preferred start time. link to choose a preferred start time for the dashboard refresh. and you schedule a dashboard to refresh every day at 2:00 PM. the dashboard ▪ ▪ training & CertifiCation 26 . For example. Click Refresh and choose Schedule Refresh. If you schedule a dashboard to refresh on a specific day of every month.. Select the dashboard that has a scheduled refresh you want to delete from the View Dashboard drop-down list on the Dashboards tab.. For example. specify the dates during which you wish to schedule dashboard refreshes. 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. To view the All Scheduled Jobs page. The scheduled refresh is permanently deleted and not sent to the Recycle Bin. The dashboard refresh runs within an hour of the time you select in the Preferred Start Time drop-down list.. select the frequency at which the dashboard refreshes. from the drop-down button. Click Delete. 3. Click Del to permanently delete all instances of the scheduled dashboard refresh.Salesforce. 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. For example. if the Time Zone field on your user record is set to Pacific Standard Time. choose “last” from the On day of every month drop-down list. Enterprise Edition users can schedule up to one dashboard refresh per hour per day. Click Save to schedule the dashboard refresh. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day. more options display that allow you to refine the frequency criteria. then the dashboard will refresh every day at 2:00 PM Pacific Standard Time. • In the Start and End fields. Tip: Optionally.

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

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

Standard User. Marketing User.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). Create test drives Username and password authentication is delegated to a corporate database such as active Directory or LDaP. Marketing User. run reports. Contract Manager none Mass Email Send bulk emails to contacts and leads. Solution Manager. run Self-Service reports Create and edit territories. Contract Manager administrator. read only. Products show in Offline Specify if products and price books are available in force. displays your custom sidebar on all pages in Salesforce CrM. 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. the “Show Customer Sidebar on all Pages” permission is not available. Manually assign accounts to territories. Standard User. Marketing User. Change ownership of multiple leads in a list view Upload appexchange packages to the appexchange. Contract Manager administrator. 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. Marketing User. Marketing User. Standard User. Solution Manager. read only. Standard Platform User.Salesforce. Marketing User. Solution Manager. if the Show Custom Sidebar Components on All Pages user interface setting is selected. Create and edit account assignment rules. this permission is only available for customizable forecasts. Solution Manager. Standard User. Standard User. Solution Manager. Contract Manager administrator. Standard User. Contract Manager. Standard Platform one app User administrator. Solution Manager. Mass transfer leads via the Mass transfer feature. Marketing User. Solution Manager. Contract Manager administrator.com offline Run Reports View the reports tab. 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. Standard User. instead of the Salesforce user database Transfer Leads Upload AppExchange Packages Uses Single Sign-On administrator administrator none training & CertifiCation 29 . add and remove users from territories. View dashboards based on reports Send Email Send email to a single contact or lead. Contract Manager administrator.

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

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

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

We recommend that you use a third-party email-execution vendor to send emails for marketing campaigns. An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User. Add Members – Import File to add campaign members by importing leads from a comma-delimited text file (. update. Can I use mass email for my email campaigns? Mass email is designed for small-scale sales and support mailings. or delete existing campaign members. not for marketing purposes. The following tables describe additional methods to add campaign members. users in your organization can view campaigns. Unlimited. or run campaign reports.csv). or Cloning individual Campaign Members 50. and Developer editions available for an additional cost in: Professional edition Who has access to campaigns? Depending on your sharing settings. or Cloning individual Campaign Members 50. edit. In addition. 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. lead. 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). editing. and delete campaigns and configure advanced campaign setup.Salesforce. only designated Marketing Users with the appropriate user permissions can create. How can I track which opportunities resulted from campaigns? Your company’s campaigns typically will target existing customers (contacts) and/or prospective customers (leads). Edit Members – Search to view. 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.000 per report 50. You can easily add members from a campaign member detail page by clicking the Manage Members drop-down button in the campaign detail section or in the Campaign Members related list. or person account plus the individual’s current status on the campaign. editing. However.000 per import file 250 per list page 1 Adding Leads to Campaigns Lead Source a report of existing leads a CSV file of new leads a list view of existing leads an individual lead detail page Recommended Campaign Member Tool Maximum Number of Records adding Campaign Members from reports Lead import Wizard adding Contacts or Leads from a List View to a Campaign adding. Update & Add Members – Import File to edit campaign member status using an import file.com Certified administrator – Study guide ( Winter ‘11) Note: The Campaign History related list shows the associated campaigns for a contact. Both contacts and leads can be associated with your campaigns as campaign members. Campaign FAQ available in: Enterprise.000 per import file 250 per list page 1 training & CertifiCation 33 .000 per report 50. view the advanced campaign setup. then selecting one of the following options: ▪ ▪ ▪ ▪ Add Members – Search to add campaign members from a search.

click Save. 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. including activities. you can search for an existing campaign or create a new parent campaign. When you’ve finished.Salesforce. Advanced Setup – Click Advanced Setup to customize the Member Status values for a campaign. contacts. or Person Account to Campaigns – Click Manage Members on the campaign detail page to associate leads. 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. Click more at the bottom of the page or View More below a related list to display more items. or person accounts with a campaign or to update the status of existing campaign members. click Add Tags or Edit Tags in the Tags area directly under the colored title bar to tag the current record. In the lookup dialog. which are updated automatically and include values from all associated records regardless of whether you have read access to those records.” “Responded. Linking Contacts. mouse over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page.com Certified administrator – Study guide ( Winter ‘11) Section 9-20. click Edit. click one of the tag names to view a list of all records with that tag. related list hover links display at the top of each detail page. or person account. Tagging Campaigns – If tags have been enabled. training & CertifiCation 34 . You can also click Save & New to save the current campaign and create another. 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. Editing Campaigns – To update a campaign. you can edit fields directly on the detail page. attachments. Use your browser’s Print function to print the display. Leads. Unlimited.” Campaign Related Lists – The lower portion of the display provides information related to the campaign. Note: If enabled by your administrator. Creating Campaign Hierarchies – When creating or editing a campaign. you can use the Parent Campaign lookup field to assign a parent to your campaign. contact. If the record has already been tagged. and the opportunities that resulted from the campaign. 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. Displaying and Editing Campaigns available in: Enterprise. Note: If your organization has enabled inline editing. campaign hierarchies. You can click individual items to display additional detail. Calculating Campaign Statistics – The campaign detail includes campaign statistic fields. You can also select a campaign name from the Campaign History related list of an associated lead. click the campaign name to display detailed information. Tip: If your organization has enabled hover details. If you have campaign hierarchies enabled. The Member Status values are the possible responses that a member can have to the campaign such as “Sent.” or “Attended. Printing Campaigns – To view a printable display of all information for the campaign. the Campaign Hierarchy related list contains aggregate statistics for a parent campaign and all the campaigns below it in the campaign hierarchy. and then change the fields you want to update. click Printable View on the campaign detail page.

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

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

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

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

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

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

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

Unlimited. training & CertifiCation 42 . You can display only the fields that are available in your page layout.to show records in your current working division. and then share it with the All Internal Users group or a selected set of internal groups and roles. Select --Current-. Enterprise. When you select a long text area field. This option is disabled if you aren’t searching all records. you’ll receive an error when attempting to save the list view. Restrict Visibility If you are an administrator or a user with the “Manage Public List Views” permission. specify conditions that the selected items must match. and Developer Edition users can specify a public group. or role including all users below that role to see the custom view. Alternatively. 3. To see a list view. To add or remove fields. To share the list view. specify whether everyone or just you can see the custom view. You can choose up to 15 different fields to display in your view. users must also have the appropriate “Read” permission on the type of records within the list view. role.Salesforce. select Visible to certain groups of users. Select Fields to Display The default fields are automatically selected. To create list views that only your Salesforce CRM users can see. up to 255 characters are displayed in the list view. 4. select a field name and click the Add or Remove arrow. and click Add. select Visible to certain groups of users. Filter by Additional Fields Optionally. This option is not available in Personal Edition.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. Filter by Division If your organization uses divisions to segment data and you have the “Affected by Divisions” permission. select the division that records in the list view must match. choose the type of group or role from the drop-down list. Use the arrows to arrange the fields in the proper sequence. select the group or role from the list below it. You can also use special date values in your filter criteria. 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. such as Lead Source equals Web.

Activities: Closed Campaigns: Active training & CertifiCation 43 . Campaign is active and can be chosen from various campaign picklists. the lookup icon automatically displays when you choose to filter on one of the special picklists. applies only to events. the account is a partner account or the lead or opportunity owner is a partner user. When creating filter criteria.com Certified administrator – Study guide ( Winter ‘11) When implementing a customer portal. Filtering on Special Picklist Values The available fields vary according to which Salesforce CRM Edition you have. the event is the meeting invite sent to another user for a group event. not events. not tasks. Campaign is inactive. Unlimited. 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. the event is the original group event assigned to the event host. 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. applies only to events. records that have been shared with you. 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.Salesforce. such as in a list view or report or when mass-deleting records. The view appears in the View drop-down list so you can access it later. Click Save. click Back to list at the top of any detail page. task is still open.” Note: If you are creating filter criteria for a report or list view. the task has been closed. not an event. These are the available fields and their values: Special Picklist Field Value Accounts and contacts: Is Person Account Accounts. the account is not a partner account or the lead or opportunity owner is not a partner user. that is. (Field-level security is available only in Enterprise.” For example. the account is a business account. or records owned by or shared with users in roles below you in the role hierarchy. such as in the campaign import wizards. not tasks. Click the lookup icon to choose the value “True” or “False. activity is an event. note that your administrator may have customized the name of this field. enter “Closed equals True” and “Won equals False.) Archived activities are not included in activity list views. the event has a specific time. to show all opportunities you’ve won. 5. you can view only those fields that are visible in your page layout and field-level security settings. 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. the event is marked as an all-day event. leads. you can manually enter “True” or “False” in the filter criteria. To show all closed/lost opportunities. this field displays as the person account icon. applies only to tasks. activity does not have a green sheet.” Alternatively. the task Status field has a “Closed” value. In addition. enter “Won equals True” as your search criteria. These are special picklists with values of either “True” or “False. To return to the last list page you viewed. you can use special picklist values for your search criteria. activity is a task. and Developer Editions.

that is. Case has been automatically escalated via your organization’s escalation rule. the Stage field has a value of the type Closed/Won or Closed/Lost. Product is inactive and cannot be added to opportunities. the contact may receive mass email.” Case has been closed. the partner for the opportunity has not been marked as the primary partner. the case Status field has a “Closed” value. Case does not have a new Self-Service comment. the opportunity is still open. the case is open. the lead has been converted. Product does not have a default revenue schedule. Product is active and can be added to opportunities in enterprise and Unlimited edition organizations. the opportunity is closed. Product has a default quantity schedule. the opportunity is closed and won. the lead may receive mass email. the contact cannot be included in a mass email recipient list. the opportunity has not been won. the opportunity owner has checked the Private box on the opportunity edit page. the lead has not been converted. Solution is not marked Visible in Self-Service Portal and is not visible to Self-Service Portal users. Case does not have a Self-Service comment. the solution has been marked Visible in Self-Service Portal and is visible to Self-Service Portal users. that is. the Stage field has a value of the type Closed/Won. Case has a comment added by a Self-Service user. Case is still open. that is. Case has not been escalated. the contact is enabled to log in to your Self-Service Portal. the contact is not enabled for Self-Service. Product does not have a default quantity schedule. the Private box on the opportunity is not checked. the Stage field may have a value of the type open or Closed/Lost. Product has a default revenue schedule. the case Status has a value that is not equivalent to “Closed. the partner for the opportunity has been marked as the primary partner. the lead has not yet been viewed or edited by the owner since it was assigned to that user. that is. the lead cannot be included in a mass email recipient list. the lead has been viewed or edited at least once by the owner since it was assigned.Salesforce. Case has a new comment added by a Self-Service user. Cases: Escalated training & CertifiCation 44 .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.

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

To work with presentations: 1. then easily assembling them in whatever sequence you choose using a simple drag-anddrop assembly tool. or modify a presentation. Click Search presentations to display all the PowerPoint files in your workspaces or click Search slides to display all the individual slides in your workspaces. If you do not have Flash installed. it may time out. Unlimited. 2. Professional. • To create a new presentation by copying an existing presentation.5 or higher. When you publish a PowerPoint file.11. 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. 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. 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. or modify a presentation. click the Workspaces tab and then choose Create New | Presentation. we recommend that you assemble the presentation outside of Salesforce CRM Content and then upload it into the appropriate workspace. select a specific training & CertifiCation 46 . Creating and Modifying Presentations in Salesforce CRM Content available in: Contact Manager. 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. In this case. Salesforce CRM Content can perform a full-text search of each slide and return only slides applicable to your purpose. You can publish the presentation to a public workspace or keep it in your personal content area. The assembly tool allows you to create or modify the custom presentation by dragging and dropping individual slides. copy.com does not delete existing presentations but they cannot be customized or modified. Salesforce. • To modify a presentation and save it as a new version. sales opportunities. In Salesforce CRM Content.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. you can create a custom Microsoft® PowerPoint presentation by searching for and previewing slides. To refine your results.Salesforce. Salesforce. Enterprise. Group.com provides a link to Adobe’s website where you can download Flash for free. Depending on whether you want to create. clone & customize.0. Note: Working with presentations requires Adobe Flash® Player. Note: When you create. If presentation assembly is disabled after presentations have been created. • To create a new presentation. version 9. or you can browse all slides published into your workspaces. on the content details page click Clone & Customize. on the content details page click Edit | Edit Presentation.

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

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

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