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%

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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

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

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

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

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

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

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

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

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

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

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

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

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

bold. add a hyperlink. Unlimited. ë You can map fields of type Text or Text Area to long text area fields. any length from 256 to 32. if desired. allows users to enter up to 32. allows users to enter any combination of letters. add a numbered or non-numbered list.000 characters. For each custom lead field. a custom account field called “total number of guests” displays the number of guest custom object records in the guests related list for accounts. only gif. contact. contact salesforce. choose a custom account. upload or link to an image. minimum. note that every time you press Enter within a long text area field. and opportunity fields. your data may become truncated if the mapped text field is not large enough to hold the entire lead picklist value. To specify the mapping for custom lead fields: 1. • Remember to map custom lead fields to other custom fields of the same data type. or opportunity field into which you want the information inserted when you convert a lead. and outdent. the maximum size for uploaded images is 1MB. the UrL will open in a separate browser window. There are some exceptions: ë You can map between text and picklist fields. automatically displays the record count of related records or calculates the sum.Salesforce. or symbols. or maximum value of related records. these fields display each value separated by a semicolon. strike-out. However. modify alignment.com. You can set a maximum length of up to 175 characters. or symbols that are stored in encrypted form. allows users to enter up to 255 characters that display on separate lines similar to a Description field. 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. You can set the length of this field type to a lower limit. that is. map numeric lead fields to other numeric fields or long text area fields to other long text area fields. contact. numbers.com Certified administrator – Study guide ( Winter ‘11) Field Type Picklist (Multiselect) Roll-Up Summary Description allows users to select more than one picklist value from a list you define. If your organization has custom lead fields. up to 255 characters. or opportunity fields. the toolbar allows the user to undo. With the use of a toolbar. allows users to enter up to 255 characters of any valid website address. training & CertifiCation 16 . the maximum field size is 32. see Using rich text area fields. users can format the field content and add images and hyperlinks. Select Setup | Customize | Leads | Fields | Map Lead Fields. for example. you can specify how you want that custom information converted into custom account. these 2 characters count toward the 32. redo. jpeg and png file types are supported. Click Save. italicize. Enterprise. Professional.000 characters is allowed. allows users to enter any combination of letters. to enable encrypted fields for your organization. contact. a line break and a return character are added to the text. this data type is not available for activities or products on opportunities.000 character limit. inclusive of all the formatting and HtML tags. underline. indent. When users click on the field. the information from the standard lead fields is inserted into standard account. Text Text (Encrypted) Text Area Text Area (Long) Text Area (Rich) URL Section 9-8.000 characters that display on separate lines similar to a Description field. numbers. note that only the first 50 characters are displayed on the record detail pages. and Developer editions User Permissions Needed to map lead fields: “Customize application” When you convert a qualified lead. Mapping Custom Lead Fields available in: Group. You can set a maximum length. for more information.

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

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

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

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

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

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

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

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

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

• Your preferred start time may not be available if other users have already selected that time to refresh a dashboard. select the frequency at which the dashboard refreshes... then the dashboard will refresh every day at 2:00 PM Pacific Standard Time. When you click the Daily. The scheduled refresh is permanently deleted and not sent to the Recycle Bin. 2. 5. For example. and you schedule a dashboard to refresh every day at 2:00 PM. or Monthly fields. Schedule the dashboard refresh: • In the Frequency field.com Certified administrator – Study guide ( Winter ‘11) 4. Click Save to schedule the dashboard refresh. 3. Enterprise Edition users can schedule up to one dashboard refresh per hour per day. To view the All Scheduled Jobs page. If you want a dashboard to refresh on the last day of every month. then the dashboard will only refresh on months that have 31 days. Tip: Optionally. if you select 2:00 PM as your preferred start time. • In the Preferred Start Time drop-down list. if you schedule a dashboard to refresh on the 31st day of every month. from the drop-down button. Click Delete.. link to choose a preferred start time for the dashboard refresh. You can perform the following actions on the All Scheduled Jobs page next to a specific dashboard refresh: ▪ ▪ ▪ ▪ Click Edit to update the notification and frequency settings of all instances of the scheduled dashboard refresh. click the Find available options. if the Time Zone field on your user record is set to Pacific Standard Time.. • In the Start and End fields. 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. Click Refresh and choose Schedule Refresh. click Setup | Monitoring | Scheduled Jobs. For example. For example. If you schedule a dashboard to refresh on a specific day of every month. Dashboards refresh in the time zone of the user who schedules the refresh. specify the dates during which you wish to schedule dashboard refreshes. the dashboard will only refresh on months that have that specific day. the dashboard ▪ ▪ training & CertifiCation 26 . Select the dashboard that has a scheduled refresh you want to delete from the View Dashboard drop-down list on the Dashboards tab. Click Del to permanently delete all instances of the scheduled dashboard refresh. Weekly. 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. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day. choose “last” from the On day of every month drop-down list.Salesforce. To delete a scheduled dashboard refresh: 1. The dashboard refresh runs within an hour of the time you select in the Preferred Start Time drop-down list. more options display that allow you to refine the frequency criteria.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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