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com Certified Administrator
training & CertifiCation
Salesforce.com Certified administrator – Study guide (Spring ‘11)
Section 1. Section 2. Section 3. Section 4. Section 5. Section 6. Section 7. Section 8. Section 9. Section 9-1. Section 9-2. Section 9-3. Section 9-4. Section 9-5. Section 9-6. Section 9-7. Section 9-8. Section 9-9. Section 9-10. Section 9-11. Section 9-12. Section 9-13. Section 9-14. Section 9-15. Section 9-16. Section 9-17. Section 9-18. Section 9-19. Section 9-20. Section 9-21. Section 9-22. Section 9-23. Section 9-24. Section 9-25. Section 9-26. Section 9-27. Section 9-28. Section 9-29. Section 9-30. Purpose of this Study Guide ...........................................................................................1 Audience Description: Salesforce.com Certified Administrator .................................1 About the Exam................................................................................................................2 Recommended Training ..................................................................................................2 Exam Outline ....................................................................................................................2 Sample Exam Questions..................................................................................................6 Answers to Sample Exam Questions..............................................................................8 Maintaining a Certification .............................................................................................8 Supplemental Study Material.........................................................................................8 Security and identity Confirmation ..........................................................................................................8 Customizing Your Display.............................................................................................................................10 enabling Custom fiscal Years ......................................................................................................................10 Managing email templates..........................................................................................................................11 Managing record types................................................................................................................................13 Setting field-Level Security .........................................................................................................................14 Custom field types .........................................................................................................................................15 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..................................................................................................................................24 refreshing Dashboard Data ........................................................................................................................25 Scheduling a Dashboard refresh ..............................................................................................................25 general Permissions .......................................................................................................................................27 Search fields ......................................................................................................................................................31 Defining Custom report types ..................................................................................................................31 Updating Campaign History .......................................................................................................................33 Displaying and editing Campaigns ..........................................................................................................34 Deleting Cases...................................................................................................................................................36 What is the automated Case User used for?.........................................................................................36 Categorizing Solutions ..................................................................................................................................36 Creating Custom object tabs .....................................................................................................................37 Creating events .................................................................................................................................................38 organization-Wide Default Sharing rule for Calendar access ......................................................41 Creating Custom List Views .........................................................................................................................42 enabling territory Management................................................................................................................46 google adWords ..............................................................................................................................................46 Creating and Modifying Presentations in Salesforce CrM Content ............................................47
training & CertifiCation
Salesforce.com Certified administrator – Study guide (Spring ‘11)
This study guide is designed to help you evaluate whether you’re ready to successfully complete the Salesforce.com Certified Administrator exam. This guide provides information about recommended training from Salesforce.com Training and Certification, a complete list of exam objectives, supplemental study material, and several sample exam items—all with the intent of helping you achieve a passing score. Salesforce.com highly recommends a combination of course attendance and self-study to maximize your chances of passing the exam.
Purpose of this Study Guide
The Salesforce.com Certified Administrator exam is intended for an individual who has experience performing as a Salesforce CRM administrator, including practical application of the skills and concepts noted in the exam outline below. The candidate has successfully completed the Administration Essentials course (ADM 201) from salesforce.com or an Authorized Training Center or possesses the equivalent experience and knowledge. The candidate also has invested time in studying the materials from this course and the additional required study materials provided by salesforce.com. The candidate may administer only a few of the Salesforce CRM applications, but should have a general knowledge of the breadth of applications, the features/functions available to an end user, and the configuration and management options available to an administrator across the sales force automation, marketing automation, and service/call center applications. The candidate should be capable of performing administration functions and using Salesforce CRM features as described in the exam objectives in the current version of Salesforce CRM applications. The candidate should be able to perform the tasks outlined in the exam objectives successfully. These include (but are not limited to) the administrative features of the items listed below. The candidate should be able to:
Audience Description: Salesforce.com Certified Administrator
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Configure identity confirmation/login restrictions Configure user interface settings Configure the Company Profile Customize profiles; create custom fields Work with standard objects, business processes, and field-level security Create/modify: • Dependent picklists • Lookup fields • Formula fields • Roll-up summary fields • Page layouts • Record types Set security and access rights, including organization-wide defaults, roles, role hierarchy, sharing rules, public groups, Sales, Account, and Case teams, and folders Set up Workflow and Workflow Approval processing Perform data validation and use data utilities, including the Data Loader and Mass Delete Configure/use standard reports, custom reports, and custom report types
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training & CertifiCation
Salesforce.com Certified administrator – Study guide (Spring ‘11)
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Configure/use dashboards and dashboard components Print and export reports; email and schedule reports and dashboard refresh Set up Marketing campaigns, campaign hierarchies, lead queues, assignment rules, and Web-to-lead and auto-response rules Configure campaign measurement, campaign influence, and lead conversion Set up Salesforce Console functionality and navigation Configure custom objects, applications, and tabs Install/uninstall packages from the AppExchange Manage tasks, events, public calendars, and multiday events Cases, case hierarchies, case queue, Web-to-case, and email-to-case Case escalation and auto-response rules and assignment rules Solutions and solution categories Self-service portal Client management, territory management, and advanced currency management setup Products and price books
The candidate should be able to describe the capabilities of:
The Salesforce.com Certified Administrator exam has the following characteristics: Content: 60 multiple-choice/multiple-select questions Time allotted to complete the exam: 90 minutes Passing score: 67 percent References: No hard-copy or online materials may be referenced during the exam. Prerequisites: None required; course attendance highly recommended
About the Exam
Salesforce.com Training and Certification recommends the following course as preparation for this exam: Administration Essentials (ADM 201). To register, go to: http://www.salesforce.com/training
The Salesforce.com Certified Administrator exam measures a candidate’s knowledge and skills related to the objectives listed below. A candidate should have hands-on experience administering Salesforce CRM and have demonstrated the application of each of the following features/functions.
Salesforce CRM Overview
Describe the software-as-a-service (SaaS) model List and describe the different Salesforce applications List and describe the standard objects
training & CertifiCation
Salesforce.com Certified administrator – Study guide (Spring ‘11)
Identity Confirmation (setting login restrictions)
Describe the identity Confirmation feature Describe the differences between logging in through the aPi versus the Ui explain the concept of Login Hours and Login iP ranges add and delete an iP range Describe the methods to allow access to the application
Navigation – User Interface (UI) Settings
identify specific areas of the Salesforce Home tab Configure Search settings for your organization Customize the tabs a user can access or select from tab settings Locate, identify, and explain the Ui features an administrator controls
List what information is included in the Company Profile List the places where Currency is specified Describe the effect of changing your company’s default time Zone, Currency, Locale, and Language Describe the effect of enabling the Custom fiscal Year setting Create and manage letterheads and email templates
Describe a Profile explain what a Profile controls List the Standard Profiles List the features available for managing profiles evaluate when to create a Custom Profile explain the differences between a Custom field and a Standard field List the different types of Custom fields Set up a Custom field Map Custom Lead fields re-label a Standard object List objects for which you can enable fields History tracking Define the dependencies when using a Dependent Picklist Create and modify a Dependent Picklist Describe the capabilities of Custom Lookup fields Create and modify a Lookup field Describe the capabilities of formula fields Create and modify a formula field Describe roll-up Summary fields Create and modify a roll-up Summary field Describe the elements within a Page Layout Create and modify a Page Layout Create, customize, and print a List view Customize a related List Describe how to use record types Create and modify a record type List the objects that require a business process explain how field-Level Security affects page layouts and visibility Set up field-Level Security
training & CertifiCation
and test the approval Process identify the settings in creating Workflow approval Processing 3% Data Validation Define Data Validation List common use cases for Data Validation Describe when Data Validation rules are enforced Create Data Validation rules 3% Data Utilities Describe the function of an external iD List and describe the different tools and use cases for data migration Update existing data via import Define when to use the Data Loader List the functions of the Data Loader Mass Update records 5% training & CertifiCation 4 .Salesforce.com Certified administrator – Study guide (Spring ‘11) Security & Access List the information captured on the User record Create and maintain User records explain the record owner concept Describe the elements of the Sharing model Describe the scope and capabilities of organization-Wide Defaults explain how access is granted through the role Hierarchy Set up organization-Wide Defaults Describe the use of roles Build a role Hierarchy assign users to roles Mass-transfer records from one user to another List the objects that may have Sharing rules Build Sharing rules Share records manually Describe the use cases of Public groups and where to use them Compare and contrast Sales with account teams List the places to use folders Describe how folder access differs from record access Create folders to organize and provide access to data 13% Workflow explain how Salesforce implements Workflow and when to use Salesforce Workflow List and describe use cases for the four Workflow actions explain the capabilities and settings of a Workflow rule Describe the differences between immediate and time-dependent Workflow actions Set up a Workflow rule and associated actions 5% Workflow Approval Processing Define the basics of the Workflow approval Process Compare and contrast the approval Processes versus Workflow List the differences between the Jump Start Wizard and the Standard approval Process Wizard explain how to route approvals Create. modify.
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 . Web-to-Lead.Salesforce.com Certified administrator – Study guide (Spring ‘11) Data Utilities (continued) Mass Delete records Describe the capabilities of the recycle Bin request and download a weekly export explain how Salesforce allocates storage 5% Analytics Describe the administrative restrictions on Standard reports run a Standard report Create a Custom report Search for Custom reports and Dashboards explain the differences among report types explain Custom report types Create charts to display report results Use advanced filter criteria to narrow report results Create Custom Summary formulas for Summary reports Choose settings for Conditional Highlighting Describe the capabilities and purpose of a Dashboard List Dashboard component types Create a Dashboard and add components to it Print and export reports email and schedule reports and Dashboard refresh Define running User and how it affects the Dashboard results 13% Marketing Administration Define a Campaign Describe when to use Campaign Hierarchies Create a Campaign targeting both existing customers and new Leads List the features used to create an automated Campaign List the methods to associate Leads and Contacts to a Campaign Describe how to use Lead Queues to manage Leads Describe how to use a Lead assignment rule to assign and route Leads Describe the use cases for Web-to-Lead Describe the functionality of a Lead auto-response rule Build a Lead Queue. assignment rule.
Salesforce. including Business Hours. 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. These questions are not designed to test your readiness to successfully complete the certification exam. 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. Sample Exam Questions training & CertifiCation 6 . assignment rule. and corresponding auto-response rule Describe use cases for Case teams 5% Salesforce Console Describe the functionality of the Salesforce Console Describe the components of the Console tab Set up the Salesforce Console navigate within the Salesforce Console 2% Custom Objects. Web-to-Case.com Certified administrator – Study guide (Spring ‘11) Service & Support Administration (continued) Configure the settings and rules for Case processing. Applications. The following questions are representative of those on the Salesforce.com Certified Administrator exam. escalation rules. but should be used to become familiar with the types of questions on the exam.
Nothing—they’ll see the application in Spanish immediately.) A. C. A single user Multiple users The record owner The record creator A Sales team role An Account team role training & CertifiCation 7 . then log in again. D. C. What must end users do to see this change? A.com Enable Customizable Forecasting Enable Multiple Currencies 6. B. B. C. Which feature does Salesforce CRM provide for restricting login access to the application? (There are three correct answers. D.) A.) A. C. B. D.Salesforce. D. Logout. Sales User Marketing User Invoice Manager Contract Manager 4. C. C. B. Profile-based IP restrictions Organization-wide IP restrictions Profile-based login hour restrictions Organization-wide login hour restrictions 2. D. Only when a Record is created Every time a Record is created or edited Every kind of workflow evaluation criteria When a Record is edited and it didn’t previously meet the rule criteria 5. D. What must an Administrator do to enable Advanced Currency Management for an organization? A. Which profile is a standard Profile? (Select all that apply. B.com Certified administrator – Study guide (Spring ‘11) 1. Change their language personal preference to Spanish. 3. Who may be assigned a workflow task? (There are five correct answers. Refresh their browser. Time-dependent workflow will not work with which type of workflow evaluation criteria? A. An administrator changed the organization’s default language from English to Spanish. E. Purchase Unlimited Edition licenses Request a feature license from salesforce. B. F.
any login from an undesignated IP address is denied and any login from a specified IP address is allowed. the login is allowed. C. C 3. In preparing for the Salesforce. Maintaining a certification requires successful completion of release-level certifications for the major Salesforce CRM releases throughout the year. Supplemental Study Material Profile-Based Login Hours and IP Addresses For each profile. D 4.com professionals will be notified automatically when new release content and exams become available. either via the user interface. any login outside the specified hours is denied. If IP address restrictions are defined for the user’s profile. there is a maintenance fee of $100 to keep the certification current for the following year. Certified salesforce. Salesforce Connect for Office. B 5. 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. you can set a list of IP address ranges from which they can log in. C Answers to Sample Exam Questions 6. or a desktop client such as Salesforce Connect for Outlook. please study the material in the ADM 201 Administration Essentials student manual and this supplemental material. the API. 2. Salesforce Connect for Lotus Notes. you can restrict users’ ability to log in to Salesforce CRM by customizing User Profiles and your organization’s list of trusted IP addresses. B. Maintaining a Certification Section 9.com Certified administrator – Study guide (Spring ‘11) Section 7. Note that this material is complementary to the ADM 201 Administration Essentials course materials and does not cover the same material. Security and Identity Confirmation To help protect your organization’s data against unauthorized access. or the Data Loader. D 1. B.com Certified Administrator exam.Salesforce. If profile-based IP address restrictions aren’t set. If login hour restrictions are specified for the user’s profile. training & CertifiCation 8 . A. you can set the hours when users can log in and the IP addresses from which they can log in. 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. Organization-Wide Trusted IP Address List For all users. A. Section 9-1. When users log in to Salesforce. for 1 year. Salesforce CRM then checks whether the user’s profile has IP address restrictions. E. The following information is drawn from Help & Training in Salesforce CRM and is provided as supplemental study material. After 1 year. along with the associated exams. Salesforce confirms the login is authorized as follows: ▪ ▪ ▪ Salesforce CRM checks whether the user’s profile has login hour restrictions. D. Salesforce Connect Offline. F Section 8. All certifications include access to new release content for subsequent releases.
Users can obtain their security token by changing their password or resetting their security token via the Salesforce UI. Tips on Setting Login Restrictions Consider the following when setting login restrictions: ▪ ▪ ▪ ▪ When a user’s password is changed. Partner portal and customer portal users aren’t required to activate computers to log in. However. For more information on API login faults. For access via the API or a client. the user’s security token is automatically reset. The security token is valid until a user resets the security token. After 24 hours. 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. If single sign-on is enabled for your organization. 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. A security token is an automatically generated key from Salesforce CRM. and the security token is XXXXXXXXXX. Whenever a login is blocked or returns an API login fault. if the security token is enabled for your organization. the login is blocked.com Certified administrator – Study guide (Spring ‘11) • If the user’s login is from an IP address in your organization’s trusted IP address list. For example. Salesforce CRM must verify the user’s identity: ▪ ▪ For access via the user interface. users must add their security token to the end of their password to log in. if a user’s password is mypassword. Furthermore. if their profile has IP address restrictions set. 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. see the Core Data Types Used in the API Calls topic in the Force. 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.Salesforce. then the user must enter mypasswordXXXXXXXXXX to log in. The activation link included in the email is valid for up to 24 hours from the time the user clicked the Send Activation Link button. The following events count toward the number of times a user can attempt to log in with an invalid password before being locked out of Salesforce. Tip: It’s recommended that you obtain your security token via the Salesforce UI from a trusted network prior to attempting to access Salesforce CRM from a new IP address. the activation link expires and users must repeat the activation process to log in.com Web Services API Developer’s Guide. or has the password reset. changes the password. When a user changes his/her password or resets the security token. Salesforce CRM sends a new security token to the email address on the user’s Salesforce CRM record. 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 single sign-on authority usually handles login lockout policies for users with the “Is Single Sign-On Enabled” permission. • If the user’s login is from neither a trusted IP address nor a browser with a Salesforce cookie. the login is allowed. 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.
Add each tab you want to display. change the display order if desired. Note: The first tab that displays when you select an app may change if your administrator changes the app’s default landing tab. To prohibit users from using the system on a specific day. To change the order of the related lists. Customizing Your Display available in: All editions Click Setup | My Personal Information | Change My Display to change various personal display options.com Certified administrator – Study guide (Spring ‘11) Setting Login Hours Permission Needed: “Manage Users” You can set the hours when users with a particular profile can use the system. 1. Note: If a user logs in before the restricted hours. Click Setup | Manage Users | Profiles and select a profile. For your Home tab. Section 9-2. the system ends the user’s session when the restricted hours begin. Select an object from the drop-down list and click Customize My Pages to customize your display. and click Save. 3. 4. To add or remove related lists. The hours are always applied at those exact times even if a user is in a different time zone or if the company’s Default Time Zone is changed. you can enable custom fiscal years that will let you define a more complex and flexible fiscal year structure. training & CertifiCation 10 . you’ll see the tabs that are set for your profile. 2. Section 9-3. Select “None” for the start and end times to allow users to be logged in at any time. set the start and end times to the same value. The hours are exact times based on the Default Time Zone of the company as specified at Setup | Company Profile | Company Information. 6. For all other tabs. select a related list title and click the Add or Remove arrow. if you have multiple apps. set which related lists display on your detail pages. Enabling Custom Fiscal Years If your fiscal year definition is not met by a standard fiscal year. customize the dashboard snapshot that displays on the Home tab. Click Save. Click Edit in the Login Hours related list. The link to customize your Home tab is available only if your administrator has customized your home page layout to include a dashboard. Note: Before enabling custom fiscal years. ▪ Note: Your personal related list customization may change if your administrator alters the page layout for a particular tab. By default. 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. to change which tabs display in each app. Set the days and hours when users with this profile can use the system. You can: ▪ Click Customize My Tabs to change which tabs display when you log in or. select a related list title in the Selected List box and click the Up or Down arrow. Click Save when finished. Select the dashboard to use and click Save. 5.Salesforce. make sure you’ve exported any data related to fiscal periods.
and other date-sensitive material. 4. Do not enable custom fiscal years unless you understand and are prepared for all the implications. Section 9-4. Run and export these reports to Excel: • Opportunity Pipeline • Quarterly Forecast Summary • Quota vs. generate weekly export data.com pages email templates: to create or change public email template folders: “edit HtML templates” “Customize application” “Manage Public templates” You can create four different types of email templates: 1. See Creating Custom HTML Email Templates. Back up your current data. Managing Email Templates available in: All editions Mass email not available in: Personal. Enabling custom fiscal years impacts your reports. We suggest you generate weekly export data because changing the fiscal year will cause fiscal periods to shift. merge fields. where the content of a template can contain information from multiple records.com pages (Visualforce) email templates not available in: Personal edition User Permissions Needed to create or change HtML email templates: to create or change force. 2. click OK. If you understand the effects of enabling custom fiscal years and you’ve exported all your data. Once you’ve enabled custom fiscal years. Contact Manager. Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. You can use email templates when you send an email from the training & CertifiCation 11 . forecasts.com pages email templates allow for advanced merging with a recipient’s data. You must either know HTML or obtain the HTML code to insert in your email template. You can also include images on your HTML and Force. Force. define your fiscal year. Actual b. 5.com pages. a. click Cancel. Click Setup | Company Profile | Fiscal Year. See Creating HTML Email Templates. See Creating Text Email Templates. 2. This change will affect opportunities and forecasts organization-wide. All these email templates can include text. and Group editions HtML and force.com pages templates.Salesforce. Warning: Custom fiscal years cannot be disabled once enabled. 6. quotas. 3. Select Custom Fiscal Year. Text – All users can create or change text email templates. Click Enable Custom Fiscal Years. 3.com Certified administrator – Study guide (Spring ‘11) To enable custom fiscal years: 1. Optionally. Force.com pages (Visualforce) – Administrators and developers can create templates using Force. See Creating Visualforce Email Templates. HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. If you aren’t certain you want to enable custom fiscal years. 4. and attached files.
a trigger. If you have permission to manage public email templates. Note: You cannot send a mass email using a Force. and so on. Force. Salesforce automatically creates the text-only content based on the current HTML version. ë Note: Salesforce. ë Note: All custom and HTML email templates include a text-only version for recipients who are unable to read HTML emails. the text-only version is automatically generated when you edit the HTML version. click Edit or Del next to the template name in the list.com pages. Web-to-Lead Web-to-Case Email-to-Case or On-Demand Email-to-Case Assignment rules Escalation rules Auto-response rules Note: Email templates used in the following features must be both public and active: To view a template.com recommends that you leave the text-only version blank. training & CertifiCation 12 . • If the Force. edits to the HTML version are not reflected in the text-only version. click Your Name | Setup | Communication Templates | Email Templates. subject.com pages templates without HTML tags. ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Click on the name of any email template to go to the Viewing Email Templates page. You can also use text and HTML templates when you send mass email.com pages (Visualforce) markup references components in installed managed packages such as another class.com pages templates: • Click Edit Template to change the markup of the template page. the Version Settings related list shows the package versions of the installed managed packages containing the referenced components. • Click Edit Text Version to change the content or merge fields of the text-only version. • The Visualforce Attachments related list indicates which attachments are being generated through Force. or text): For text templates. click Your Name | Setup | Email | My Templates.com pages (Visualforce) markup. If you leave the text-only version blank. When you leave the ▪ text-only version blank. HTML. or merge fields. The options vary depending on the template type (custom. A button to check the spelling of your template is available for text templates and Force. For Force.com Certified administrator – Study guide (Spring ‘11) Activity History related list of a record. If you choose not to leave the text-only version blank and instead manually create a text-only version. To manage your personal email templates. click the template name in the list. To edit or delete a template.Salesforce. Click New Template to create any type of email template.com pages email template. a custom object. For custom and HTML templates: • Click Edit HTML Version to change the content or merge fields of the HTML version. click Edit to change the message content.
You cannot delete all the record types for an object if the object is referenced in a Force. Person accounts are account records to which a special kind of record type has been assigned. Lead Status. support processes. the author is the person who created the email template. and offer different picklist values for each. The attached file is included in every email that uses the template. click Show Dependencies to see what components the template references. and you can create additional person account record types. Section 9-5. and Developer editions User Permissions Needed to create or change record types: “Customize application” Record types let you offer different business processes. ë Click Attach File from the Attachments related list to add an attachment to the template.com Certified administrator – Study guide (Spring ‘11) ë Click Send Test and Verify Merge Fields to view a sample of the template populated with data from records you choose and send a test email. and solution processes: opportunity Stage. • Click Delete to remove the template. case Status. you can click [Change] next to the Author field to select a different author. For more information. lead processes. • Click Clone to clone a template. and page layouts to different users based on their profiles. 13 ▪ training & CertifiCation . for example: ▪ ▪ Create record types for opportunities to differentiate your regular sales deals from your professional services engagements. picklist values. You can change the name of this record type. • If you have the “Manage Public Templates” permission. see Understanding Dependencies. Person account record types allow contact fields to be available on the account and allow the account to be used in many situations as if it were a contact. Create record types for cases to display different page layouts for your customer support cases versus your billing cases. 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. Managing Record Types available in: Enterprise. Unlimited. • Alternatively. A default person account record type named “Person Account” is automatically created when person accounts are enabled for your organization. For more information. and solution Status. Initially. 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. These record types are called person account record types.com code (Apex) script. make sure the document is marked as Externally Available on the Documents tab so all email recipients can view the image.Salesforce. Record types can be used in various ways. • If “Developer Mode” is enabled. choose an option from the File Location drop-down list to select a file from your computer or from a document folder. see Cloning Email Templates.
ë Click Set Field-Level Security.com Connect Offline. the Salesforce CRM partner portal.Salesforce. The most restrictive field access settings of the two always apply. email and mail merge templates. Specify whether the fields should be visible. Do one of the following: • To set field-level security for all fields on a particular profile: ë Select Setup | Manage Users | Profiles. list views. and then click Edit. 2. or editable (visible without read only) for users based on their profile. • To set field-level security for a particular field on all profiles: ë Select Setup | Customize. if a field is required in the page layout and read only in the field-level security settings. click a tab or activity link. The settings also override any lessrestrictive field access settings on the page layouts. the field-level security overrides the page layout and the field will be read only for the user. click View next to the tab you want to modify. Click Save. and when synchronizing data or importing personal data. ë Select a profile to change the field access for users with that profile. training & CertifiCation 14 . search results. you can: ▪ Create page layouts to organize the fields on detail and edit pages. For example. Important: The following user permissions override field-level security: ▪ ▪ ▪ “Modify All Data” “View All Data” “View Encrypted Data” You can define field-level security from a profile or from a particular field. the Salesforce CRM customer portal. read only. Note: These field access settings apply throughout Salesforce CRM.com Certified administrator – Study guide (Spring ‘11) ▪ You cannot deactivate a record type if it is in use by an email routing address for Email-to-Case or On-Demand Email-to-Case. and Developer editions User Permissions Needed to set field-level security: “Customize application” You can define which fields users can access. 3. Unlimited. custom links. and then click Fields. The fields users see on detail and edit pages are a combination of page layouts and field-level security settings. ë In the Field-Level Security section. Setting Field-Level Security Section 9-6. hidden. To define field-level security: 1. Field-level security settings let administrators restrict users’ access to view and edit specific fields on detail and edit pages and in related lists. ë Select the field you want to modify. reports. available in: Enterprise. Force. After setting field-level security for users based on their profiles.
and in the key lists on tab home pages. opportunities have a lookup relationship with cases that lets you associate a particular case with an opportunity. Currency Date Date/Time allows users to enter a date or pick a date from a popup calendar. 22.34. Email Formula Hierarchical Relationship Creates a hierarchical lookup relationship between users. indicating a true or false attribute of a record. lookup relationship fields from campaign members to other objects are available. Values lose precision after 15 decimal places. on the associated record. 12. or roll-up summary fields. standard objects. Set the fields that display in search results. The relationship group wizard lets you create and edit relationship groups regardless of field-level security. When using a checkbox field for a report or list view filter.5 becomes -24.Salesforce. a lookup relationship creates a field that allows users to click a lookup icon and select another record from a popup window. See Building formulas and operators and functions. in reports. for more information on relationships.345 becomes -12. and the lookup field is not required in the page layout. which is validated to ensure proper format. Lookup relationship fields to campaign members are not available. allows users to enter an email address. use “true” for checked values and “false” for unchecked values. You can create lookup relationship fields that link to users. Note: Roll-up summary and formula fields are always read only on detail pages and are not available on edit pages. Field Type Auto Number Checkbox Description automatically assigns a unique number to each record. Note: Salesforce uses the round half even tie-breaking rule for currency fields.com (apex) triggers. a lookup relationship has no effect on record deletion or security. Custom Field Types The first step in creating a custom field is choosing the type of the field. validation rules. 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. if a lookup field references a record that is deleted. and -23.Salesforce sets the lookup field to null. in reports. for example. This process reduces the number of page layouts for you to maintain. Below is a description of each custom field type. Creates a relationship between two records so you can associate them with each other. if this field is specified for contacts or leads. you can limit the data by specific dates and times using any custom date field. Note: Salesforce uses the round half up tie-breaking rule for numbers in formula fields. allows users to enter a currency amount. the system automatically formats the field as a currency amount.5 becomes -22.345 becomes 12.5 becomes 22. allows users to check a box. you can limit the data by specific dates using any custom date field. the import wizards and the weekly export tool use “1” for checked values and “0” for unchecked values. you can create a custom hierarchical relationship field to store each user’s direct manager. then use page layouts primarily to organize detail and edit pages within tabs. Lookup relationship fields are not available in Personal edition. and does not run any force. allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself. they can also add the current date and time by clicking the date and time link next to the field.com Certified administrator – Study guide (Spring ‘11) ▪ ▪ Tip: Use field-level security as the way to restrict users’ access to fields.35 and -12. however. in lookup dialog search results. allows users to automatically calculate values based on other values or fields such as merge fields. or custom objects. -22. this can be useful if you export data to excel or another spreadsheet. Section 9-7. for example. for example. the maximum length of any autonumber field is 30 characters. you can then display a related list to show all of the records that are linked to it. users can choose the address when clicking Send an email. see overview of relationships. They also may be visible to users even though they reference fields your users can’t see. Lookup Relationship training & CertifiCation 15 . 20 of which are reserved for prefix or suffix text. allows users to enter a date or pick a date from a popup calendar and enter a time of day. Verify users’ access to fields by checking the field accessibility grid.5 becomes 24. Universally required fields always display on edit pages regardless of field-level security. 23. workflow rules. note that you can’t use custom email addresses for mass emails. the time of day includes aM or PM notation. for example.
custom phone fields are displayed with the button. Note: if the decimal value is greater than 15. for more information on relationships. allows users to enter any combination of letters. for more information. and Developer editions training & CertifiCation 16 . Values lose precision after 15 decimal places.34. these 2 characters count toward the 32. if desired. any length from 256 to 32. and you add a percent sign to the number. numbers. or symbols that are stored in encrypted form. Salesforce rounds numbers referenced in merge fields according to the user’s locale. add a numbered or non-numbered list. only gif. the toolbar allows the user to undo.com recommends that you do not use a custom phone field for fax numbers. the system automatically adds the percent sign to the number. for example. strike-out. users can format the field content and add images and hyperlinks. ‘10’. Mapping Custom Lead Fields available in: Group. italicize. the UrL will open in a separate browser window. note that only the first 50 characters are displayed on the record detail pages. for example.com Certified administrator – Study guide (Spring ‘11) Field Type Master-Detail Relationship Description Creates a relationship between records where the master record controls certain behaviors of the detail record such as record deletion and security. allows users to enter up to 255 characters that display on separate lines similar to a Description field. redo. these fields display each value separated by a semicolon. a runtime error occurs. note that every time you press Enter within a long text area field. When users click on the field. Picklist Picklist (Multiselect) Roll-Up Summary allows users to select a value from a list you define.345 becomes -12. Unlimited. Master-detail relationships cannot be used with campaign members. inclusive of all the formatting and HtML tags. see Using rich text area fields. up to 255 characters. You can set the length of this field type to a lower limit. jpeg and png file types are supported. or maximum value of related records.000 characters is allowed.35 and -12. With the use of a toolbar. Text Text (Encrypted) Text Area Text Area (Long) Text Area (Rich) URL Section 9-8. automatically displays the record count of related records or calculates the sum. or symbols. allowing click-to-dial functionality. add a hyperlink. the maximum field size is 32. minimum. Consequently. allows users to select more than one picklist value from a list you define. Salesforce automatically formats it as a phone number. Number allows users to enter any number. allows users to enter any combination of letters.Salesforce. Note: if you are using the Service Cloud’s call center. numbers. this data type is not available for activities or products on opportunities. for example.345 becomes 12. a line break and a return character are added to the text. upload or link to an image. Enterprise. not the number of decimal of spaces specified in the number field configuration. bold. indent. see overview of relationships. See entering Phone numbers. to enable encrypted fields for your organization. allows users to enter up to 255 characters of any valid website address. Percent allows users to enter a percentage number. You can set a maximum length of up to 175 characters. Professional. modify alignment. and outdent. this is treated as a real number and any leading zeros are removed.com.000 character limit. 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. although you can create a master-detail relationship field on a custom object that links to a standard object. contact salesforce. available for custom objects only.000 characters. the maximum size for uploaded images is 1MB. Note: Salesforce uses the round half up tie-breaking rule for number fields. Phone allows users to enter any phone number. You can set a maximum length. a custom account field called “total number of guests” displays the number of guest custom object records in the guests related list for accounts.000 characters that display on separate lines similar to a Description field. salesforce. 12. allows users to enter up to 32. underline.
• Remember to map custom lead fields of type Number. Salesforce. and release communications. contact. Assets. Partners. • Remember to map custom lead fields to other custom fields of the same data type. contact. or opportunity field into which you want the information inserted when you convert a lead. To specify the mapping for custom lead fields: 1. and Solutions. Price Books. choose a custom account. Leads. Which standard application terminology can be renamed? Only the following standard tabs and objects can be renamed: Accounts. contact. Please review the information below in detail. Contracts. that is. Currency. and opportunity fields. please follow the instructions at the end of this message.com disable this feature): Renaming salesforce. ë You can map fields of type Text or Text Area to long text area fields. contact. Documents. Click Save. support. training. Opportunities. Text Area.com’s standard application terminology will have some implications on your Salesforce CRM administration and your users’ experience in the application. or Picklist. However. There are some exceptions: ë You can map between text and picklist fields. Note: If you change the data type of any custom field used for lead conversion. 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. or percent fields of exactly the same length and decimal places.Salesforce. For example. Products. or opportunity fields.com wants to make sure you’re aware of this limitation before we activate the feature for your organization. training & CertifiCation 17 . If your organization has custom lead fields. or Percent to other number. you can specify how you want that custom information converted into custom account. For each custom lead field. Contacts. Campaigns. map numeric lead fields to other numeric fields or long text area fields to other long text area fields. that lead field mapping will be deleted. Cases. • Any standard lead picklist fields that are blank are mapped to the default picklist values for the account. if your lead currency field has a length of 3 and 2 decimal places. and opportunity. Select Setup | Customize | Leads | Fields | Map Lead Fields. your data may become truncated if the mapped text field is not large enough to hold the entire lead picklist value. map it to another custom currency field with a length of 3 and 2 decimal places.com Certified administrator – Study guide (Spring ‘11) User Permissions Needed to map lead fields: “Customize application” When you convert a qualified lead. ë Roll-up summary fields are not available for mapping lead fields of converted leads. If you’re ready to move ahead with this feature. ë Do not map custom formula fields to other formula fields or any other type of field. especially in the areas of help. ë You can map auto-number fields to fields of type Text. the information from the standard lead fields is inserted into standard account. currency. Section 9-9.
This limitation should be an important consideration in deciding whether to rename Salesforce CRM’s standard terminology. all references to “accounts” will be changed automatically to “companies. User Fields The available fields vary according to which Salesforce CRM edition you have. Any customizations you previously implemented where you used the standard Salesforce terminology will need to be changed manually. If your organization renames tab and object names. and communication templates. 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. In addition. page layouts. object. Salesforce CRM will let you point our context-specific help links on each end-user page to your own online help. training & CertifiCation 18 . administrative checkbox that enables or disables user login to the service. Field Accessibility Mode Active Description Checkbox that enables or disables a user interface mode designed for visually impaired users. This new page will provide the mapping between Salesforce CRM’s standard names and your renamed terminology. 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. reports.” you’ll have to change it to “Company Health Check” to reflect your new terminology. Some fields are only displayed to administrators when creating or editing users.Salesforce.com Certified administrator – Study guide (Spring ‘11) Note: You cannot rename the Forecasts tab. views. Here’s a description of the fields (in alphabetical order) that make up a user’s personal information in Salesforce CRM. Titles and descriptions of all standard email templates will continue to use the standard object names even if you change them. you can also create your own online help and user documentation. 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. if you already have a custom email template titled “Account Health Check. In other words. will automatically reflect the new terminology you define. record types. 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. Titles and descriptions of all standard reports will continue to use the standard object names even if you change them. your users will first see a new overview page when they click on our online help links. if you rename Accounts to Companies. including Personal Setup pages. however. and field names show up within the application? All Salesforce CRM pages accessible by your end users. Section 9-10. You will need to rename each tab manually. For example. This list includes but is not limited to custom fields. For example.” Please note that all Administrator Setup pages will continue to use standard Salesforce CRM names even if you change them. Where will the new tab.
Short name to identify a user on list pages. indicates whether the user is allowed to use customizable forecasting. identifying number for a user.Salesforce. Used to define the times that display in the user’s calendar. User’s default currency setting for new records. this field is only visible to organizations that have force. email address of a user.com pages enabled.com pages (Visualforce). a user’s individual Language setting overrides the organization’s Default Language. the value used to identify a user for federated authentication single sign-on. unless he or she explicitly sets a different division. ISO8859-1 represents all Latin characters and should be used by english-speaking users. the default currency for all currency amount fields in the user record. Up to 80 characters are allowed in this field. Delegated Approver Department Development Mode Division Email Email Encoding User lookup field used to select a delegate approver for approval requests. the new record is assigned to the existing record’s division. available only for organizations that use multiple currencies. as displayed on the user edit page. not available in Personal edition or group edition. PC Sales group. by default. the primary language for the user. indicates whether an aPi token has ever been reset. the name of the call center to which this user is assigned. Depending on the approval process settings.com uses this field to help you troubleshoot issues related to aPi tokens if issues should occur. this setting does not restrict the user from viewing or creating records in other divisions. Up to 80 characters are allowed in this field. first name of a user. Company name where the user works. fax number for a user. all text and online help is displayed in this language. Must be a valid email address in the form: jsmith@acme. City portion of the user’s address. for example. the default division is not used. but is not supported by some older email software.com. this field is not available if your organization has disabled your choice to receive emails from salesforce. (read only) User’s default currency for quotas. and reports. Users can change their division at any time. Up to 40 characters are allowed in this field. opt in to receive administrator-targeted promotional emails from salesforce. Up to 40 characters are allowed in this field. the organization’s Display Language applies to all users. enterprise. including creation date and time. Division that is applied. group that user works for. Shift_JIS. UTF-8 (Unicode) represents all characters for all the world’s languages. in organizations using Professional. Up to 40 characters are allowed in this field. enables development mode for creating and editing force. Country portion of the user’s address. time of day a user generally stops working. this user can also approve approval requests for users. forecasts. (read only) training & CertifiCation 19 .com Certified administrator – Study guide (Spring ‘11) Field Address Admin newsletter Alias Allow Forecasting Api Token Call Center City Company Contact Country Created By Currency Default Currency ISO Code Default Division Description Street address for a user. such as Customer Support.com. Up to 40 characters are allowed in this field. and Unlimited edition. available only for organizations that use multiple currencies. name of the associated contact if the user is a partner user. Employee Number End of day Fax Federation ID First Name Information Currency Language Last Login Date of last login. Shown only in organizations using multiple currencies. User who created the user. to all new accounts and leads created by the user. and other pages where the entire name does not fit. Character set and encoding for outbound email sent by a user from within Salesforce. Company division to which user belongs. Salesforce. this must be one of the active currencies for the organization. EUC-JP. When users create records related to an account or other record that already has a division. and ISO-2022-JP are useful for Japanese users. Up to 255 characters are allowed in this field. available only in organizations that use divisions to segment their data. Up to 8 characters are allowed in this field. reports.com. Up to 40 characters are allowed in this field.
Manager Lookup field used to select the user’s manager. date/time. if selected. opt in to receive user-targeted promotional emails from salesforce. whereas in the english (United Kingdom) locale. the user must also select the Receive Salesforce Content Email Alerts checkbox.com Certified administrator – Study guide (Spring ‘11) Field Last Name User License Locale Description Last name of a user. Up to 40 characters are allowed in this field. overrides the organization setting. administrative field that defines a user’s permission to perform different functions within the application. if selected. specifies that a user with Salesforce CrM Content subscriptions will receive a oncedaily email summary if activity occurs on his or her subscribed content. Phone number of a user. available in enterprise and Unlimited editions only. 2:00 PM). specifies that a user with Salesforce CrM Content subscriptions will receive email notifications if activity occurs on his or her subscribed content. this field is only visible to organizations that use Salesforce CrM to manage mobile configurations. Bob Johnson in the english (United States) locale displays as Bob Johnson. and delete campaigns and configure advanced campaign setup. edit. to use the campaign import wizards. Salesforce CrM lets you inactivate users who are referenced in the Manager field. this field establishes a hierarchical relationship. dates in the english (United States) locale display as 06/30/2000 and as 30/06/2000 in the english (United Kingdom) locale. the number of user records with this checkbox enabled cannot exceed the total number of mobile licenses in the organization. the Locale setting also affects the first and last name order on Name fields for users.com. they display using a 24-hour clock (for example. to receive real-time email alerts. preventing you from selecting a user who directly or indirectly reports to himself/herself. tags. 14:00). for all other users. (read only) Combined first and last name of a user. whereas the Chinese (China) locale displays the name as Johnson Bob. Up to 80 characters are allowed in this field. if no mobile configuration is specified. the locale is set at the organization level via Setup | Company Profile | Company Information. allocates one Salesforce CrM mobile license to the user. workspaces.com offline. Country or geographic region in which user is located. granting the user access to Salesforce CrM’s mobile capabilities. Up to 40 characters are allowed in this field. User who last changed the user fields. disable the checkbox for all your users. for Personal and group edition users.Salesforce. Marketing Users must also have the Marketing User profile (or the “import Leads” permission and the “edit” permission on campaigns in organizations using enterprise and Unlimited editions). or authors. indicates the type of user license.com. this field defaults to the mobile configuration assigned to the user’s profile. for example. this field is especially useful for creating hierarchical workflow rules and approval processes without having to create additional hierarchy fields. Marketing User Checkbox that indicates whether a user has access to create. Checkbox that specifies if the user was created via self-registration to a customer portal. the Locale setting affects the format of date. available at Setup | My Personal Information | Personal Information. Note: Unlike other hierarchy fields. workspaces. and contacts. including modification date and time. or authors. as displayed on the user detail page. Mobile Mobile User Cellular or mobile phone number. as displayed on the user edit page. Mobile Configuration the mobile configuration assigned to the user. to prevent users from activating Salesforce CrM on their mobile devices before you’re ready to deploy Salesforce CrM mobile in your organization. this field is not available if your organization has disabled your choice to receive emails from salesforce. the Mobile User checkbox is enabled by default for Unlimited edition users. Modified By Name Newsletter Offline User Phone Self-Registered via Customer Portal Profile Receive Salesforce Content Daily Digest Receive Salesforce Content Email Alerts training & CertifiCation 20 . for example. administrative checkbox that indicates whether a user has access to use force. times in the english (United States) locale display using a 12-hour clock with aM and PM (for example. tags. and number fields. their personal locale. leads. to receive email. select this checkbox and do not select the Receive Salesforce Content Daily Digest checkbox.
Up to 20 characters are allowed in this field.. Before transferring a record. When transferring accounts. Enterprise. roles are selected from a picklist of available roles.” Salesforce Content User Send Apex Warning Emails Start of day State/Province Time Zone Title Used Space Custom Links Username Zip/Postal Code Job title of a user. and 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. Primary time zone in which a user works. if selected. 4. Section 9-11. Choose Setup | Data Management | Mass Transfer Records. Unlimited. available in Developer. select the Change division. you can transfer from users or queues. Up to 80 characters are allowed in this field. such as Western region Support Manager.. Up to 20 characters are allowed in this field. If your organization uses divisions. For leads. 7. 2. State or province portion of a user’s address.com Certified administrator – Study guide (Spring ‘11) Field Role Description administrative field that specifies the position of a user within an organization. Professional.” and users in parts of indiana that do not follow Daylight Savings time should select the setting with “america/indianapolis. For leads. checkbox if you want to transfer open opportunities owned by other users that are associated with the account. time of day a user generally starts working. administrative field that defines the user’s login. enterprise. checkbox to set the division of all transferred records to the new owner’s default division.. Used to define the times that display in the user’s calendar. training & CertifiCation 21 . Optionally. not available in Personal edition or group edition. you can transfer to users or queues. make sure the new owner has sharing access and at least “Read” permissions to the record you’re transferring and all associated records. and Unlimited editions only. Up to 80 characters are allowed in this field. which can be changed by an administrator.Salesforce. specifies that the user will receive email notification whenever he or she executes force. Listing of custom links for users as set up by your administrator.com code (apex) that surpasses more than 50% of allocated governor limits. fill in the name of the existing record owner in the Transfer from field. 3. Click the link for the type of record to transfer. 5. administrative checkbox that indicates whether a user has access to use Salesforce CrM Content. Users in arizona should select the setting with “america/Phoenix. amount of disk storage space the user is using. 6.. Transferring Records available in: Group. fill in the name of new record owner. In the Transfer to field. Zip code or postal code portion of a user’s address. you can: • Select the Transfer open opportunities.
. and Developer editions User Permissions Needed to set up Web-to-Lead: “Customize application” To set up Web-to-Lead: 1.com Certified administrator – Study guide (Spring ‘11) • Select the Transfer closed opportunities checkbox if you want to transfer closed opportunities associated with the account. check the box in the column header to select all currently displayed items. Enterprise. Fill in search conditions that the records you’re transferring must match. closed opportunities and open opportunities owned by other users. 2. • Select the Keep account teams checkbox if you want to maintain the existing account team associated with the account.Salesforce. The new owner may need to manually share the transferred accounts and opportunities as necessary to grant access to certain users. When transferring leads to a queue. some associated items that are owned by the current record owner are also transferred to the new owner. Section 9-12. all previous access given by manual sharing. Optionally. This option applies only to closed opportunities owned by the account owner. you could search accounts in California by specifying “Billing State/Province equals CA. open activities are not transferred. 10. Leads Access to Transferred Items When transferring accounts and their related data in Professional. Enterprise. For example. • 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. Deselect this checkbox if you want to remove the existing account team associated with the account. 11. closed opportunities owned by other users aren’t changed. open opportunities owned by the current account owner. Setting Up Web-to-Lead available in: Group. Record Accounts Associated Items that are Also Transferred Contacts (on business accounts only). sharing rules.” 9. and Developer Editions.. • Select the Transfer open cases. Unlimited. checkbox if you want to transfer open cases that are owned by the existing account owner and associated with the account. Click Transfer. Click Edit to enable or modify the following Web-to-Lead settings: training & CertifiCation 22 . notes. Select the checkbox next to each record you want to transfer. open activities. Transfer of Associated Items When you change record ownership. and optionally. Click Setup | Customize | Leads | Web-to-Lead. 8. Choose Find to look for records that match. Any relevant sharing rules are then applied to the data based on the new owners. Professional. open activities. or sales teams is removed. Note: Mass transfers do not trigger workflow rules. attachments. Unlimited.
the Campaign Member Status field) if you’re using Web-to-Lead as part of a campaign. the user who will be listed as the creator of online leads and who will appear as the sender of email responses. add the line <input type=”hidden” name=”debug” value=”1”> to your code. this template must be marked as “available for Use. For Web leads that are generated as part of a campaign. all amounts will be captured in your corporate currency. To select the fields to include on your Web-to-Lead form. 5. 7. In addition. add the Lead Currency field if you add any currency amount fields. 8. If your organization uses the translation workbench or has renamed tabs. 3. if you set up response rules to use different email templates based on the information submitted.Salesforce. all new leads are marked as “Unread. Don’t forget to remove it before releasing the Web-to-Lead page to your website. click Create Web-to-Lead Form. • For organizations using multiple currencies.” and are changed to “Read” only when the lead owner views or edits that lead. Specify the complete URL to which users should be directed after they submit their information. The source of your Web-to-Lead form is always in your personal language. • For organizations using record types on leads. otherwise. the default response template to use for the email response that is automatically sent to prospects when they submit an online lead. Click Finished. Use the Up and Down arrows to change the order of the fields on your form. 6. If you want to test the Web-to-Lead form. select the language for the form labels displayed on your Web-to-Lead form. Tip: Use a custom multiselect picklist to allow potential customers to express interest in several products. and click Generate. Users can select the My Unread Leads list view to quickly locate all their new leads. training & CertifiCation 23 . Click Save. 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. Copy the generated HTML code and provide it to your company’s Webmaster so he or she can incorporate it into your website. All leads generated from your website are initially marked with the “default status” specified by the Lead Status picklist. the default response template is used when no response rules apply.com Certified administrator – Study guide (Spring ‘11) Web-to-Lead Setting Web-to-Lead Enabled Default Lead Creator Default Response Template Description enables Web-to-Lead. This line redirects you to a debugging page when you submit the form. To create and generate a Web-to-Lead form. 4. This URL could be a “thank you” page or your company’s home page. • Be sure to select the Campaign field (and optionally. use the Add and Remove arrows to move fields between the Available Fields list and the Selected Fields list. select the Lead Record Type field if you want users submitting Web-generated leads to select a specific record type. this user must have the System administrator profile or the “Modify all Data” and “Send email” permissions.” Note: auto-response rules are not available in group edition. Leave this option blank if you don’t wish to send emails when no response rules apply. 9.
If desired. 4. • If your organization uses divisions. Exporting Backup Data available in: Enterprise. Click Setup | Data Management | Data Export and Export Now or Schedule Export. Note: If you give a user the “Weekly Data Export” permission. 1. If you’re scheduling your export. the Default Lead Creator (specified in the Web-to-Lead setup) will receive an email containing the additional lead information. Select Replace carriage returns with spaces if you want your export files to have spaces instead of carriage returns or line breaks. 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. Select the desired encoding for your export file.. Section 9-13. You can export all your organization’s data into a set of comma-separated values files.com. 3. you can include all data in your export file. 5. you can generate backup files manually once every 6 days or schedule them to generate automatically at weekly or monthly intervals. 6. • If your organization uses person accounts and you’re exporting accounts. If your organization exceeds its daily Web-to-Lead limit. if you want your export data to include attachments. This option is only available if a week has passed since your last export. data from all divisions is included in the export. all account fields are included in the account data. This permission is granted by default only to the System Administrator profile because of the wide visibility it enables. Select Include attachments.Salesforce. To sign up for the Data Export Service. select the frequency. Also. This functionality may be useful if you plan to use your export files for importing or other integrations. However. indicate who should be notified by email when the backup files are ready. Salesforce CRM runs field validation rules before creating records submitted via Web-to-Lead and only creates records that have valid values. Customer Support is notified of the problem so we can help you correct it. All universally required fields must have a value before a record can be created via Web-to-Lead. if a new lead cannot be generated due to errors in your Web-to-Lead setup. The Export Now option prepares your files for export immediately. • If your organization uses person accounts and you’re exporting contacts. person account records are included in the contact data. training & CertifiCation 24 . start and end dates.com Certified administrator – Study guide (Spring ‘11) Note: The format for date and currency fields captured online is taken from your organization’s default settings. 2.. and time of day for your scheduled export. 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. We recommend that you include all data if you’re not familiar with the terminology used for some of the types of data. Default Locale and Currency Locale. The Schedule Export option lets you schedule the export process for weekly or monthly intervals. If your organization is configured for data export. which is needed to export data. Also. the contact data only includes the fields shared by contacts and person accounts. Select the types of data to include in your export. contact salesforce. Note the following: • Formula and roll-up summary fields are always excluded from exports.
Unlimited. Section 9-14. If your dashboard data does not refresh after 10 minutes. Note: For security purposes. click Start Export. You have 48 hours to download the zip file from this page. If you’re running the export now. after a refresh completes. 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. Salesforce CRM may require users to pass a user verification test to export data from their organization. text-entry test helps prevent malicious programs from accessing your organization’s data. you can send an email notification to yourself and other users that includes the dashboard in HTML format. Salesforce CRM creates CSV files of your data. Section 9-15. or monthly so that you can work in Salesforce CRM without having to wait for the most recent data to refresh. rather than the position of the columns. Depending on the encoding selected. To pass the test. Note that the words entered into the text box field must be separated by a space. the refresh automatically stops.Salesforce. users view the most current data. training & CertifiCation 25 . zips them into one archive. Enterprise. the dashboard data refreshes for anyone else in your organization that has access to that dashboard. Furthermore. When you refresh a dashboard. click Save. If you scheduled the export. This simple.” Tip: Any automated processes that process the export files should rely on the column headings in the CSV files. you may have to make adjustments to the export file before viewing it.. a Refreshing Dashboard field displays at the top right corner of the dashboard. it will be deleted. Additional refreshes submitted during a refresh and up to 1 minute after the completion of a refresh are ignored.. You can leave the dashboard and perform other functions in Salesforce CRM while the data refreshes. Note: Enterprise and Unlimited Edition users can schedule dashboard refreshes. as opposed to an automated program. field at the top right corner of the dashboard. 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. weekly. Professional. and emails you when the file is ready.com Certified administrator – Study guide (Spring ‘11) 7. If necessary. has correctly entered the text into the overlay. click Refresh again. Salesforce CRM uses CAPTCHA technology provided by reCaptcha to verify that a person. When dashboard data is refreshing. You can follow the link in the email or use the Data Export link to download a zip file of your backup data. users must type the two words displayed on the overlay into the overlay’s text box field and click the Submit button. after that. Click Refresh to replenish your dashboard with the most recent data. CAPTCHA is an acronym that stands for “Completely Automated Public Turing Test To Tell Computers and Humans Apart. Refreshing Dashboard Data available in: Group.
link to choose a preferred start time for the dashboard refresh. The user in the Running User field determines the dashboard’s level of access to data. Select a notification setting to send an email when the dashboard refresh finishes: • Click Me to send an email that includes the refreshed dashboard to the email address specified on your Salesforce CRM user record.com Certified administrator – Study guide (Spring ‘11) In email applications that do not support HTML. To schedule a dashboard refresh: 1. Select the dashboard that has a scheduled refresh you want to delete from the View Dashboard drop-down list on the Dashboards tab. 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. from the drop-down button.. Click Delete. 4. 2. 5. To delete a scheduled dashboard refresh: 1.. the notification displays text that includes a link to the dashboard in Salesforce CRM. This functionality bypasses all security settings. specify the dates during which you wish to schedule dashboard refreshes. select the frequency at which the dashboard refreshes. 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 Setup | Monitoring | Scheduled Jobs. 3. from the drop-down button.. You can only send dashboard refresh notifications to email addresses included on Salesforce user records. To view the All Scheduled Jobs page. • Your preferred start time may not be available if other users have already selected that time to refresh a dashboard. Click Refresh and choose Schedule Refresh. Click Del to permanently delete all instances of the scheduled dashboard refresh.. Users can view the dashboard after they log in. click the Find available options.Salesforce. • In the Start and End fields.. When you click the Daily.. giving all users who can view the dashboard access to data they might not be able to see otherwise. Click Refresh and choose Schedule Refresh.. • Click Others. Click Save to schedule the dashboard refresh. to send an email that includes the refreshed dashboard to additional users. more options display that allow you to refine the frequency criteria. or Monthly fields. Tip: Optionally. 3. Tips on Scheduling a Dashboard Refresh Consider the following when scheduling a dashboard refresh: training & CertifiCation 26 . Schedule the dashboard refresh: • In the Frequency field. Weekly. • In the Preferred Start Time drop-down list. select a dashboard from the View Dashboard drop-down list. On the Dashboards tab. 2. The scheduled refresh is permanently deleted and not sent to the Recycle Bin.
In HTML-formatted dashboard refresh notifications. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day. Dashboards refresh in the time zone of the user who schedules the refresh. the dashboard will only refresh on months that have that specific day. 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. If you schedule a dashboard to refresh on a specific day of every month. Dashboard components that include S-controls may not display in dashboard refresh notifications. General Permissions The following table shows the general permissions associated with each standard profile. After users receive dashboard refresh notifications in their email clients. and you schedule a dashboard to refresh every day at 2:00 PM. If you want a dashboard to refresh on the last day of every month. if the Time Zone field on your user record is set to Pacific Standard Time. the dashboard may refresh any time between 2:00 PM and 2:59 PM.com Certified administrator – Study guide (Spring ‘11) ▪ ▪ Your organization is limited to no more than 200 scheduled dashboard refreshes. then the dashboard will refresh every day at 2:00 PM Pacific Standard Time. For example. depending on how many other dashboards are scheduled to refresh at that time. Users must log in to Salesforce CRM to view S-control data displayed in real time. Other users cannot access dashboards in your personal folders. To view the report that a table or metric dashboard component represents. they view the notifications when the email clients are not connected to the Intern ▪ ▪ Section 9-16. Enterprise Edition users can schedule up to one dashboard refresh per hour per day. General User Permissions Permission Name Activate Contracts Approve Contracts Functions Controlled Change contract status to activate.Salesforce. For example. Users can click any dashboard component in a dashboard refresh notification to view the report the dashboard component represents. and delete contracts apply an approved status to a contract Profiles administrator. if you select 2:00 PM as your preferred start time. then the dashboard will only refresh on months that have 31 days. the dashboard must be in a public folder with access granted to others. Note that users must log in to Salesforce CRM to view the report the dashboard component represents. For example. users can click the name of the dashboard to log in to Salesforce CRM and view the dashboard directly. Create. To send a dashboard refresh notification to other users. 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. if you schedule a dashboard to refresh on the 31st day of every month. choose “last” from the On day of every month drop-down list. users must click the name of the first column on the table or the metric label. The dashboard refresh runs within an hour of the time you select in the Preferred Start Time drop-down list. Contract Manager administrator. Contract Manager training & CertifiCation 27 .
When you convert to customizable forecasts. Marketing User. Solution Manager. and delete reports. 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 training & CertifiCation 28 . Solution Manager. Standard User. and opportunities Profiles administrator. Solution Manager. Edit Self-Service Users enable and disable contacts for self-service and Salesforce CrM customer portal access Edit Tasks Create. Marketing User. edit. this permission is not available for customizable forecasts. Marketing User.Salesforce. Marketing User. Solution Manager. Solution Manager. custom profiles that have the “edit forecasts” permission will get the “edit Personal Quota” and “override forecasts” permissions. and delete forecasts. Contract Manager administrator administrator administrator administrator administrator. Standard User. create.com Certified administrator – Study guide (Spring ‘11) Permission Name Convert Leads Functions Controlled Convert leads into accounts. Standard User. Standard User. Contract Manager administrator. Solution Manager. Standard User. Solution Manager. Contract Manager administrator. and edit contracts install or uninstall appexchange packages from the appexchange Create. Standard User. and delete events Edit Forecasts Create. Standard User. Contract Manager administrator. Solution Manager. Marketing User. Standard User. Solution Manager. activate. contacts. Solution Manager. Standard User. Marketing User administrator. edit. this permission is only available for customizable forecasts. View dashboards based on reports Create AppExchange Packages Create Workspaces Delete Activated Contracts Download AppExchange Packages Edit Events Create appexchange packages Create Salesforce CrM Content workspaces Delete contracts regardless of status. Standard User. Marketing User. Contract Manager administrator. Contract Manager administrator. Contract Manager administrator. edit. Edit Opportunity Product Sales Prices enable users to change the sales price on products Edit Personal Quota Change your individual quota. Marketing User. Marketing User. Contract Manager administrator. read only. edit. Marketing User. save. Contract Manager Create and Customize Reports View the reports tab. Marketing User. run. create. Contract Manager administrator.
run Self-Service reports Create and edit territories. Standard Platform User. Contract Manager. Contract Manager administrator.com Certified administrator – Study guide (Spring ‘11) Permission Name Import Solutions Mange Analytic Snapshots Functions Controlled import solutions for the organization Set up and schedule analytic snapshots to run (also requires the “Schedule Dashboards. such as mass transfer of cases Create. Solution Manager administrator Manage Self-Service Portal Manage Territories administrator Mass Edit from Lists administrator. Categorize solutions 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). and delete solutions that are accessible to the public on your self-service portal or website. edit. Create and edit account assignment rules. run reports.” and “View Setup and Configuration” permissions) Set support business hours. Standard User.”“run reports. Marketing User. Marketing User. and delete content types in Salesforce CrM Content Change Status of multiple leads in a list view Create. Standard User. read only. Marketing User. Contract Manager Mass Email Send bulk emails to contacts and leads. Solution Manager. Products show in Offline Specify if products and price books are available in force. Solution Manager. edit.com offline Run Reports View the reports tab. Contract Manager administrator. add and remove users from territories. Standard Platform one app User administrator. edit. 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. edit. Standard User. edit the Support Settings. Set up email-to-Case. Manually assign accounts to territories. this permission is only available for customizable forecasts. Marketing User. Marketing User. Contract Manager administrator. Solution Manager administrator Manage Cases administrator Manage Content Permissions Manage Content Properties Manage Content Types Manage Leads Manage Published Solutions administrator administrator administrator administrator administrator. View dashboards based on reports training & CertifiCation 29 . and delete workspace permissions in Salesforce CrM Content Create.Salesforce. Perform actions on multiple cases in a list view. Configure organization-wide territory management settings allow users to edit two or more records simultaneously from a list with inline editing Profiles administrator. Solution Manager. Solution Manager. Solution Manager. read only. Standard User. and delete custom fields in Salesforce CrM Content Create. Standard User.
When you convert to customizable forecasts. and delete records Note: If you remove the “Read” permission from a profile. training & CertifiCation 30 . Transfer Leads Upload AppExchange Packages Uses Single Sign-On administrator administrator none View All Forecasts administrator Standard Object Permissions For each type of data. Mass transfer leads via the Mass transfer feature. custom profiles that have the “View all Data” permission will get the “View all forecasts” permission. Contract Manager none 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. 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. if the Show Custom Sidebar Components on All Pages user interface setting is selected. That user will not be able to view the Contacts tab when selecting the custom app that contains it. instead of the Salesforce user database View any user’s forecast regardless of the forecast role hierarchy. Change ownership of multiple leads in a list view Upload appexchange packages to the appexchange.com Certified administrator – Study guide (Spring ‘11) Permission Name Send Email Functions Controlled Send email to a single contact or lead. Send Stay-in-touch update emails Profiles administrator. Standard User. a user who does not have the “Read” permission on contacts will still be able to create custom apps that include the Contacts tab. edit. this permission is only available for customizable forecasts. users with that profile will not see that type of data anywhere. the “Show Customer Sidebar on all Pages” permission is not available.Salesforce. Create test drives Username and password authentication is delegated to a corporate database such as active Directory or LDaP. Marketing User. Standard User. Marketing User. Solution Manager. displays your custom sidebar on all pages in Salesforce CrM. 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. For example. Contract Manager administrator. Solution Manager.
Enterprise. The description can be up to 1. 2. object relationships. Report Fields Fields Searched in Both Sidebar Search & Advanced Search Report Name Description Section 9-18. • Select a development status: training & CertifiCation 31 . Click Your Name | Setup | Create | Report Types. then users can view their report results by All Accounts or My Accounts from report builder’s Show drop-down list. see Overview of Profiles. The column lists fields searched in both the Sidebar Search and Advanced Search. Once you have defined a custom report type.com Certified administrator – Study guide (Spring ‘11) Section 9-17. if you select accounts as the primary object for your custom report type. The Report Type Label can be up to 255 characters long. select the primary object from which you want to build your custom report type. • After you save a custom report type. For example. including those you do not have permission to view. For more information on permissions. Defining Custom Report Types available in: Professional. and fields.000 characters long. To define custom report types: 1. For example. Click New Custom Report Type. users can create custom reports from it. You can search for information within any of the fields listed below. and Developer editions User Permissions Needed to create or update custom report types: to delete custom report types: “Manage Custom report types” “Modify all Data” You define custom report types by objects.Salesforce. you can’t change the primary object associated with it. The Report Type Name is used to refer to the component when using the Web services API. you must define a new custom report type. • All objects display in the Primary Object drop-down list. Unlimited. Search Fields The types of records you can search vary according to which edition you have. • The primary object you choose determines the views available to users creating or running reports from your custom report type. • Enter a description for your custom report type. even if you do not have permission to view leads. • Select the category to store the custom report type in. From the Primary Object drop-down list. 3. ë Enter the Report Type Label and the Report Type Name field. leads are available in the Primary Object drop-down list so that you can build lead report types for other users. If you want to change the primary object.
but select no fields from account owner. • A custom report type can contain up to 60 object references.com Certified administrator – Study guide (Spring ‘11) ë Choose “In Development” as the Deployment Status when first creating your custom report type to hide it from users while you are designing and testing it. you can get the account owner. or as objects used to traverse relationships. and the custom object is deleted. For example. Accounts will display if they have no contacts. ë Choose “Deployed” as the Deployment Status when you want to allow users to create and • Click Next. When entering a description for your custom report type. For example. such as Accounts.com recommends including with or with or without between object names so that users can easily understand what data will display in reports run from your custom report type. salesforce. you cannot save the layout. For more information. consider describing that report as This allows you to report on accounts and their contacts. if you do a lookup from account to account owner to account owner’s role. Furthermore. • You can add up to 1. If you have too many fields. 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. and that role’s parent role. for an account. Each referenced object counts toward the maximum limit even if no fields are chosen from it. giving four related objects. all the referenced objects still count toward the limit of 60. if you are defining a custom report type from which users can run reports that include accounts that may or may not have contacts. the manager’s role. see Managing Deleted Custom Objects and Salesforce Editions and Limits. For example.000 fields to each custom report type. making the status “In Development” prevents all users except those with the “Manage Custom Report Types” permission from creating and running reports from the report type. if you are defining a custom report type from which users can run reports that include accounts that may or may not have contacts. Opportunities.Salesforce. After deploying a custom report type. Contacts. • Next. we also recommend that you clarify how the object relationships affect report results. ▪ Custom report types have some limits on the number of items included: • A custom report type can fetch objects in three levels of related lists away from the primary object. considering naming that report Accounts with or without Contacts. When entering a name for your custom report type. run reports from the custom report type. • A custom report type can contain fields available via lookup through four levels of lookup relationships. Furthermore. choose the object relationships a report can display when run from a custom report type. the account owner’s manager. and Opportunity Products. 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. as sources of fields via lookup. ▪ training & CertifiCation 32 . A counter at the top of the Page Layout step shows the current number of fields included. For example. change the Deployment Status back to “In Development” if you want to make more enhancements to it. 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. then the custom report type and any reports created from it will automatically be deleted. These objects can be used as the main four objects.
or person account on an existing campaign: 5. lead. Select the Status of the individual for the campaign. Campaign FAQ available in: Enterprise. developers cannot remove objects or fields from the report type once the package is released. 4. or person account to a campaign and update that individual’s campaign status. lead. or run campaign reports. View the detail page of the individual you want to link to the campaign. Updating Campaign History available in: Enterprise. and click Save. only designated Marketing Users with the appropriate user permissions training & CertifiCation 33 . 3. or person account with a campaign: 1. 7.” A developer can edit a custom report type in a managed package after it is released. Subscribers automatically receive these changes when they install a new version of the managed package. In the Campaign History related list. To update the member status for a contact. In the Campaign History related list. To associate a contact. and click Save. click Edit next to the campaign name. 2. and add new fields. Select the campaign.Salesforce. Section 9-19. and Developer editions available for an additional cost in: Professional edition Who has access to campaigns? Depending on your sharing settings. such as via a phone call to a sales rep. 6. lead. lead. View the detail page of the individual associated with the campaign. Unlimited. However. Change the Status of the individual. or person account plus the individual’s current status on the campaign. click Add Campaign. and Developer editions available for an additional cost in: Professional edition User Permissions Needed to update contact campaign history: “read” on campaigns anD “read” on contacts to update lead campaign history: “read” on campaigns anD “read” on leads to update person account campaign history: “read” on campaigns anD “read” on accounts and contacts For campaigns that elicit responses one-by-one. Unlimited. However.com Certified administrator – Study guide (Spring ‘11) ▪ ▪ A custom report type’s Deployment Status will automatically change from “Deployed” to “In Development” if its primary object is a custom object whose Deployment Status changes from “Deployed” to “In Development. view the advanced campaign setup. users in your organization can view campaigns. 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. you can manually link a contact. Note: The Campaign History related list shows the associated campaigns for a contact. Any user can do this via the Campaign History related list on a contact. or person account. lead. and click Next.
Update & Add Members – Import File to edit campaign member status using an import file. or delete existing campaign members. In addition. The following tables describe additional methods to add campaign members. Can I use mass email for my email campaigns? Mass email is designed for small-scale sales and support mailings. 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. How can I track which opportunities resulted from campaigns? Your company’s campaigns typically will target existing customers (contacts) and/or prospective customers (leads).Salesforce. update. Displaying and Editing Campaigns available in: Enterprise. then selecting one of the following options: ▪ ▪ ▪ ▪ Add Members – Search to add campaign members from a search.000 per import file 250 per list page 1 Section 9-20. editing. Add Members – Import File to add campaign members by importing leads from a comma-delimited text file (. 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 report 50. or Cloning individual Campaign Members 50. An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.com Certified administrator – Study guide (Spring ‘11) can create. We recommend that you use a third-party email-execution vendor to send emails for marketing 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. not for marketing purposes.000 per report 50. or Cloning individual Campaign Members 50. Both contacts and leads can be associated with your campaigns as campaign members. Edit Members – Search to view. edit. 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.csv). and delete campaigns and configure advanced campaign setup. Unlimited. and Developer editions available for an additional cost in: Professional edition User Permissions Needed to view campaign lists: “read” on campaigns training & CertifiCation 34 .
groups. In the lookup dialog. click Sharing. or person accounts with a campaign or to update the status of existing campaign members. Linking Contacts. Note: If enabled by your administrator. The related lists you see are determined by your personal customization and by any customization your administrator has made to page layouts or your permissions to view related data. or Person Account to Campaigns – Click Manage Members on the campaign detail page to associate leads. click Edit. Editing Campaigns – To update a campaign. Tagging Campaigns – If tags have been enabled. Calculating Campaign Statistics – The campaign detail includes campaign statistic fields. you can edit fields directly on the detail page. Sharing – To share a campaign with other users. training & CertifiCation 35 . use the arrow icons next to the section headings to expand or collapse each section on the detail page. You can also click Save & New to save the current campaign and create another. Note: If your organization has enabled inline editing. click the campaign name to display detailed information.” or “Attended. including activities. the Campaign Hierarchy related list contains aggregate statistics for a parent campaign and all the campaigns below it in the campaign hierarchy.Salesforce. Leads. Creating Campaign Hierarchies – When creating or editing a campaign. Tip: If your organization has enabled hover details. or person account. click one of the tag names to view a list of all records with that tag. If the record has already been tagged. You can click individual items to display additional detail. click Add Tags or Edit Tags in the Tags area directly under the colored title bar to tag the current record. which are updated automatically and include values from all associated records regardless of whether you have read access to those records. The Member Status values are the possible responses that a member can have to the campaign such as “Sent. When you’ve finished. click Printable View on the campaign detail page. and then change the fields you want to update. contacts. campaign hierarchies. Printing Campaigns – To view a printable display of all information for the campaign. To return to the last list page you viewed. Use your browser’s Print function to print the display. related list hover links display at the top of each detail page. 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. or roles.” Campaign Related Lists – The lower portion of the display provides information related to the campaign. Click more at the bottom of the page or View More below a related list to display more items. and the opportunities that resulted from the campaign. attachments. mouse over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page. you can use the Parent Campaign lookup field to assign a parent to your campaign. Advanced Setup – Click Advanced Setup to customize the Member Status values for a campaign. click Save. You can also select a campaign name from the Campaign History related list of an associated lead.” “Responded. contact. 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. click Back to list at the top of the campaign detail page. If you have campaign hierarchies enabled.com Certified administrator – Study guide (Spring ‘11) User Permissions Needed to change 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. If your organization has enabled collapsible page sections. you can search for an existing campaign or create a new parent campaign.
training & CertifiCation 36 .com Certified administrator – Study guide (Spring ‘11) Section 9-21. Enterprise. task. case comment. accounts. and attachments are also deleted. follow these directions: 1. 2. Unlimited. Administrators. or click Delete on the case detail page. Click Edit to change any of the listed support settings. The Del link and Delete button do not display for users who do not have the “Delete” permission on cases. Once solution category browsing is enabled.Salesforce. and solutions are not deleted with the case. Customers can also browse published solutions by category in public solutions. The deleted case is moved to the Recycle Bin. Once your solutions are categorized. any related items are also restored. Deleting Cases available in: Group. Click on Setup | App Setup | Customize | Cases | Support Settings. Section 9-22. task. all related events and tasks. Section 9-23. the event. can categorize solutions prior to enabling solution categories for the entire organization. including: ▪ ▪ ▪ When a case is automatically assigned using assignment rules When a case is escalated When a case is created online via Web-to-Case To change the Automated Case User. the Self-Service portal. Click Save. Choose the new Automated Case User by typing his/her full name in the field or by using the lookup icon. and Developer editions User Permissions Needed to categorize solutions: “edit” on solutions Use solution categories to group similar solutions together. All automated case actions will now have this new Automated Case User listed on the Case History. or attachment from a case and then delete the case. Professional. What is the Automated Case User used for? The Automated Case User is the user who will be listed in the Case History for all automated case actions in Salesforce. Associated contacts. and users with the “Manage Categories” permission. case comments. When you delete a case. Categorizing Solutions available in: Professional. 3. This user will be listed on the case history for all actions that are system defined. case comment. If you undelete the case. Each solution can belong to more than one category. or attachment cannot be restored via undelete. you can browse for and find solutions by category from the Solutions tab or when solving a case. 4. Note: If you delete an event. click Del next to the case on the cases list page. Enterprise. Unlimited. all users with the appropriate permissions can categorize solutions. and Developer editions User Permissions Needed to delete cases: “Delete” on cases To delete a case. and the Customer Portal.
click Del in the Solution Categories related list on the solution detail page. To later remove a category from a solution. 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. as described in Defining Custom Objects. Click New in the Custom Object Tabs related list. click Create a new custom object now and follow the instructions in Defining Custom Objects. you have to modify the categories of its master solution.Salesforce. Creating Custom Object Tabs Custom object tabs and Web tabs available in: Group. If necessary. Click Hide styles which are used on other tabs to filter this list. Unlimited. 5. We recommend that you limit the number of categories to which a solution belongs. translated solutions inherit solution categories from their master solutions. Click Save. Click Select Categories in the Solution Categories related list. a number enclosed in brackets  appears next to the tab style name. Click a tab style to select the color scheme and icon for the custom tab. This related list is not visible unless your administrator has defined and enabled categories. To create your own tab style: • Click the Color lookup icon to display the color selection dialog and click a color to select it. If you haven’t already created the custom object. 4. For more information on how to enable category browsing. If a tab style is already in use. Unlimited. and Developer editions User Permissions Needed to create and edit custom tabs: “Customize application” To define a new tab to display the data stored in your custom object records: 1. The label of the new tab is the same as the plural version of the custom object label. training & CertifiCation 37 . 2. The categories on a translated solution are synchronized with the categories on the master solution. see Customizing Solution Settings. Mouse over the style name to view the tabs that use the style.com Certified administrator – Study guide (Spring ‘11) If multilingual solutions is enabled for your organization. 3. Professional. In the solution category hierarchy. click Deselect to remove a category from the solution. View the solution you want to categorize. If you put solutions into only the most relevant categories. 3. 2. Repeat until you have added all applicable categories. and Developer editions apex Page tabs available in: Group. click Select to add a category to the solution. 4. they will be easier for users and customers to find. Select the custom object to display in the custom tab. Optionally. Click Setup | Create | Tabs. Professional. 1. Note: You can create a custom report on solution categories. Enterprise. To modify a translated solution’s categories. Enterprise. Section 9-24. solution category information is not available in list views. However. Click the Tab Style lookup icon to display the Tab Style Selector.
click New Event. • 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. • Select a file and click OK. • From the Open Activities related list of an associated record. Enter a description of the tab. and click Next. 7. or Tab Hidden from the drop-down list. tab visibility is automatically set to Default On. Begin creating an event by doing one of the following: • From the Calendar section of the Home tab. Optionally. The page layout controls which fields are visible and editable when users are entering data in the custom tab. Specify Tab Visibility. Creating Events available in: All editions User Permissions Needed to create events: “edit events” 1. an Expense option appears in this list. To further customize the tab: ▪ ▪ Define the page layout for records displayed in the tab. Unlimited. 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. For example. • Alternatively. training & CertifiCation 38 . Default Off. Default Off. enter a search term.Salesforce. 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. If you choose Default On or Default Off. and select the image you want to use. Section 9-25. or Tab Hidden in Tab Visibility to determine whether the custom tab is visible to users with that profile. and Developer Edition organizations. • Click Save. and click Go! to find a document file name that includes your search term. For Professional Edition organizations. or Tab Hidden from the drop-down list for each profile. 6. 8. and click Next. If the document used for the icon is later deleted. Salesforce CRM replaces it with a default multicolor block icon. Specify which fields display to users in the key lists section of the custom object tab home page. • Alternatively.com Certified administrator – Study guide (Spring ‘11) • Click Insert an Image. 9. For Enterprise. choose a custom link to use as the introductory splash page when users initially click the tab. choose Default On. if the custom object displayed in the custom tab is named Expenses. select Apply a different tab visibility for each profile and choose Default On. Default Off. click Search in Documents. The New Custom Tab wizard reappears. Note: This dialog only lists files in document folders that are less than 20KB and have the Externally Available checkbox selected in the document property settings. click New Event. • Specify the custom apps that should include the new tab. select the document folder. if desired.
Note: Depending on the type of series you’re creating. leads. 2. Enter the details of the event such as subject. Select the frequency of recurrence.m. Alternatively.Salesforce. training & CertifiCation 39 . Note: Each occurrence in a series of recurring events can’t last longer than 24 hours.com Certified administrator – Study guide (Spring ‘11) • On the day view of the calendar. Note: If multiday events are enabled for your organization. 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. 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. select Create recurring series of events to specify how often the event repeats. you can create events that last up to 14 days. such as a weekly staff meeting that occurs every Monday at 11:00 a. Optionally. Click Save. click the Add Event Icon ( ) next to a date to create an event on that date. 1. Set the start date and end date. Optionally. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. Once you’ve created the recurring event series. start date and time. click Check Spelling to spell-check the contents of the Description field. Select the Create recurring series of events checkbox. Optionally. 3. 2. Note that the Check Spelling button must be enabled by your administrator. Spell checker does not support double-byte languages. and end date and time. click on a time to create an event for that time. or resources are invited. click Add Invitees to make the event a group event to which users. • On the week view or the month view of the calendar. • On a multiuser calendar. Once you’ve created the recurring event series. the maximum number of occurrences is as follows: • Daily: 100 • Weekly: 53 • Monthly: 60 • Yearly: 10 3. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. 5. such as Japanese. select the users to invite and click New Event. contacts. Optionally. 4. This topic describes how to complete the Recurrence section on the New Event page. set a reminder on the event by selecting Reminder and choosing how long before the event you want to be reminded.
available in enterprise. this field is for online meetings only. exported data files will always contain private events. Link used to attend an online meeting. the activity belongs to the global division. Division to which the activity belongs. User who created the event. users with sharing access to the record can click it to view more details. (read only) Planned date of the event. or free time. 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 appears only if multiday events are enabled. enter the password that meeting attendees should use to log in to the online meeting. You can enter a date. lead. including modification date and time. or custom object. the number identifying the meeting. this field appears only if multiday events are disabled. this field is automatically filled in with the value from the corresponding contact or lead record. this field cannot be set for group events or when adding or modifying an event in another user’s calendar. name of the field that determines what picklist values are available for the record. leads. this option is not available when you associate the event with a lead instead of a contact. this field is not available in Personal edition. this value is automatically inherited from the related account. and Developer editions. Picklist that determines how this event appears when another user views your calendar: busy. this field only displays if you have the “read” permission for that type of record. or custom object. the email address of the contact or lead associated with the event. this field is for online meetings only and is not available for trial meetings. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field.Salesforce. the event is assigned to the creator. contracts. out of office. campaigns. this field is automatically filled in with the value from the corresponding contact or lead record. Unlimited.com Certified administrator – Study guide (Spring ‘11) 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. Checkbox that specifies whether the event lasts all day. text note describing the event. to assign the event to another user. You can enter the name of the person or use the lookup icon to select the name. this field is for online meetings only. However. including creation date and time. or choose a date from the calendar that displays when you put your cursor in the field. or contacts. users with sharing access to the record can click it to view more details. such as an account. enter a user’s name or select a user with the lookup icon. User who last changed the event. the length of a timed event in hours and minutes. the record that the event is associated with. this field can hold up to 32KB of data. cases. opportunity. you can add the current time by clicking the time link next to the field. available only for organizations that use multiple currencies. this field only displays if you have the “read” permission for that type of record. amounts display in the activity currency and are also converted to the user’s personal currency. 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. this field appears only if multiday events are disabled. optional field that allows users invited to a group event to enter a note when they accept or decline the event. assigned owner of the event. accounts. (read only) Location of the event. available only in organizations that use divisions to segment their data. case. otherwise. Description Division Duration Email End Event Record Type Last Modified By Location Meeting Number Meeting Password Meeting Type Phone Private Related To Response Show Time As training & CertifiCation 40 . By default. this field is not available in Personal edition. Contact or lead associated with the event. Webex meeting type. Planned end date and time of the event. the phone number of the contact or lead associated with the event. if any. this field is for online meetings only. additionally.
this field appears only if multiday events are disabled.. Note that the Check Spelling button must be enabled by your administrator. type of the event.. Enter the details of the task: • Tip: To assign independent copies of a new task to multiple users. time of a planned event.” You can enter a subject or select from a list of previously defined subjects. this field appears only if multiday events are enabled. Choose a Webex teleconferencing service. such as making phone calls or sending mail. but cannot see any other information about the nature of events in the user’s calendar. such as email or Meeting. Checkbox that specifies whether the completed event is visible in the Self-Service Portal. You can add the current time by clicking the time link next to the field. follow these steps: 1. To save the current state of the checkbox as your personal default. Spell checker does not support double-byte languages such as Japanese. To create a new task. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field. 3. you can add the current time by clicking the time link next to the field.Salesforce.” • Optionally.com Certified administrator – Study guide (Spring ‘11) Field Start Description Planned start date and time of event. • Use the Send Notification Email checkbox to specify whether or not to send a notification email to the task’s assignee when you save the task. Hide Details – Others can see whether the user is available at given times. 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. Click Save. see “Creating Group Tasks. training & CertifiCation 41 . this field is for online meetings only. 2. such as “Meeting. • Click New Task from the Open Activities related list of an associated record. click Save & New Task to save the task and begin creating another new task. drop-down menu in the sidebar. 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. enter any dial-in instructions or details. entry describing subject of activity. select Make this the default setting. Alternatively. • Click Task from the Create New. this field is available for Webex customers only. click Check Spelling to spell-check the contents of the Comments field. To get started: • Click New from the My Tasks section of the Home tab. additionally. Section 9-26. or click Save & New Event to save the task and begin creating an event. each picklist value can have up to 40 characters.
You can also create views of contacts. 3. To edit or delete any view you created. leads with a specific Lead Source. manage.Salesforce. click Create New View at the top of any list page or in the Views section of any tab home page. Creating Custom List Views available in: All editions User Permissions Needed to create custom list views: to create. click Edit next to the View drop-down list. and edit list data. to specify the set of records to search. • Activity list views have several options. navigate.. Enter View Name. Select the appropriate drop-down value for “Default Calendar Access. leads.” Section 9-27. Hide Details and Add Events – In addition to the sharing levels set by Hide Details. Specify Filter Criteria Filter by Owner These options vary.. create a list view of accounts in your state. you can use additional tools to customize.. For example. There may be additional options: • Lead and case list views can be restricted by queue. 2. documents. Enter the name to appear in the View drop-down list. 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. To create a new view. In general. account and opportunity list views can be restricted by My Territories or My Territory Teams.” To change this setting: 1. • If your organization has territory management. or campaigns. Show Details and Add Events – In addition to the sharing levels set by Show Details. • Price book list views can be restricted by price book. or cases to use for mass email recipient lists. Fill in the following: 1. or My. users. Note: By default. Administrators and users with the “Manage Public List Views” permission can also edit or delete public views and some of the standard Salesforce CRM views. depending on the kind of record. this setting is set to “Hide Details and Add Events. users can insert events in other users’ calendars. 4. My Territory Teams means records associated with either territories to which you belong or territories below you in the territory hierarchy. 2. users can insert events in other users’ calendars.. Show Details – Users can see detailed information about events in other users’ calendars. You can create new list views to see a specific set of records such as contacts.com Certified administrator – Study guide (Spring ‘11) 2. or opportunities above a particular Amount. Click Setup | Administration | Security Controls | Sharing Rules | Edit. My Territories means records associated with territories to which you belong. select All. training & CertifiCation 42 . edit.
com Certified administrator – Study guide (Spring ‘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. or role including all users below that role to see the custom view. select Visible to certain groups of users. To create list views that only your Salesforce CRM users can see. Select Fields to Display The default fields are automatically selected. users must also have the appropriate “Read” permission on the type of records within the list view. select a field name and click the Add or Remove arrow.Salesforce. specify conditions that the selected items must match. Filter by Division If your organization uses divisions to segment data and you have the “Affected by Divisions” permission. role. and click Add.to show records in your current working division. such as Lead Source equals Web. 3. When you select a long text area field. Unlimited. you’ll receive an error when attempting to save the list view. Alternatively. 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. To see a list view. This option is disabled if you aren’t searching all records. and Developer Edition users can specify a public group. Enterprise. select Visible to certain groups of users. To add or remove fields. specify whether everyone or just you can see the custom view. You can also use special date values in your filter criteria. You can display only the fields that are available in your page layout. select the group or role from the list below it. Use the arrows to arrange the fields in the proper sequence. training & CertifiCation 43 . This option is not available in Personal Edition. choose the type of group or role from the drop-down list. and then share it with the All Internal Users group or a selected set of internal groups and roles. Restrict Visibility If you are an administrator or a user with the “Manage Public List Views” permission. Filter by Additional Fields Optionally. Select --Current-. To share the list view. up to 255 characters are displayed in the list view. You can choose up to 15 different fields to display in your view. select the division that records in the list view must match. 4.
not tasks. activity is a task. applies only to tasks. Unlimited. To return to the last list page you viewed. and Developer Editions. that is. activity does not have a green sheet.com Certified administrator – Study guide (Spring ‘11) When implementing a customer portal. task is still open. Note: The information you see in list views is only the data to which you have access— records you own or have read or read/write access to. such as in the campaign import wizards.Salesforce.” For example. the event is marked as an all-day event. Click the lookup icon to choose the value “True” or “False. leads. the account is a business account. Campaign is inactive. In addition. applies only to events. Campaign is active and can be chosen from various campaign picklists. Click Save. 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. 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.) Archived activities are not included in activity list views. (Field-level security is available only in Enterprise. To show all closed/lost opportunities. enter “Won equals True” as your search criteria. not tasks. the event is the meeting invite sent to another user for a group event. These are the available fields and their values: Special Picklist Field Value Accounts and contacts: Is Person Account Accounts. Filtering on Special Picklist Values The available fields vary according to which Salesforce CRM edition you have. such as in a list view or report or when mass-deleting records. enter “Closed equals True” and “Won equals False. 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. not events. When creating filter criteria. note that your administrator may have customized the name of this field. the event has a specific time. not an event. 5. These are special picklists with values of either “True” or “False. to show all opportunities you’ve won. The view appears in the View drop-down list so you can access it later. activity is an event. you can manually enter “True” or “False” in the filter criteria. you can use special picklist values for your search criteria. click Back to list at the top of any detail page.” Alternatively. the event is the original group event assigned to the event host. the account is a partner account or the lead or opportunity owner is a partner user. the task Status field has a “Closed” value. the task has been closed. this field displays as the person account icon. the lookup icon automatically displays when you choose to filter on one of the special picklists. or records owned by or shared with users in roles below you in the role hierarchy.” Note: If you are creating filter criteria for a report or list view. Activities: Closed Campaigns: Active training & CertifiCation 44 . records that have been shared with you. the account is not a partner account or the lead or opportunity owner is not a partner user. applies only to events. you can view only those fields that are visible in your page layout and field-level security settings.
Case has a new comment added by a Self-Service user. the Stage field has a value of the type Closed/Won or Closed/Lost. the case is open. Product has a default quantity schedule. Case does not have a Self-Service comment. the partner for the opportunity has not been marked as the primary partner. that is. the partner for the opportunity has been marked as the primary partner. that is. the opportunity is closed. Case has not been escalated. the Stage field has a value of the type Closed/Won. the lead cannot be included in a mass email recipient list. Case is still open. the lead has not yet been viewed or edited by the owner since it was assigned to that user. the solution has been marked Visible in Self-Service Portal and is visible to Self-Service Portal users. the opportunity owner has checked the Private box on the opportunity edit page. the contact is not enabled for Self-Service. the lead may receive mass email. Product is active and can be added to opportunities in enterprise and Unlimited edition organizations. the lead has not been converted.com Certified administrator – Study guide (Spring ‘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 opportunity is still open. the opportunity is closed and won. Product does not have a default quantity schedule. the contact cannot be included in a mass email recipient list. the case Status has a value that is not equivalent to “Closed. Case has been automatically escalated via your organization’s escalation rule. that is. Solution is not marked Visible in Self-Service Portal and is not visible to Self-Service Portal users. the lead has been viewed or edited at least once by the owner since it was assigned. the Stage field may have a value of the type open or Closed/Lost. that is. the contact is enabled to log in to your Self-Service Portal. the lead has been converted. Product does not have a default revenue schedule. the contact may receive mass email.Salesforce. Case does not have a new Self-Service comment. the opportunity has not been won. Cases: Escalated training & CertifiCation 45 . Product is inactive and cannot be added to opportunities. Case has a comment added by a Self-Service user. Product has a default revenue schedule.” Case has been closed. the Private box on the opportunity is not checked. the case Status field has a “Closed” value.
Google AdWords What is Google AdWords? Google AdWords (http://adwords. User is active and can log in. contact salesforce. (Field-level security is available only in Enterprise. Solution is not reviewed. User is a partner user.) Section 9-28. Section 9-29. Users: Active Users: Offline User Users: Marketing User User: Is Partner Note: The special picklists you can view are only those that are visible in your page layout and field-level security settings.com offline. User has access to use force. and Developer editions User Permissions Needed to enable territory management: “Manage territories” Territory management is not enabled by default in Salesforce CRM. After you’ve completed the prerequisites.com Certified administrator – Study guide (Spring ‘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. To request territory management for your organization. Unlimited. the solution Status field has a “reviewed” value. you can: ▪ ▪ ▪ Take advantage of Google AdWords as a lead-generation tool Correlate clicks on Google advertisements with Salesforce CRM leads Track the results of Google AdWords campaigns from Salesforce CRM 46 training & CertifiCation . Many salesforce. User is inactive and cannot log in. Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management. Unlimited. the translated solution has been updated to match the master solution with which it is associated.Salesforce. including Google. User is not enabled to manage campaigns. User can manage campaigns. User is not enabled for force.com) is an online advertising service used to create advertisements that display on major search engines. you’ll be ready to turn on territory management for your organization.com customers advertise online with Google AdWords as a mechanism to generate leads. You must meet the following prerequisites before enabling territory management: ▪ ▪ Your organization must be using customizable forecasting. With Salesforce CRM and Google AdWords.com.google. the translated solution has not been updated to match the master solution with which it is associated. and Developer Editions. User is not a partner user. Salesforce CRM and Google AdWords Connecting Salesforce CRM with Google AdWords lets you track the effectiveness of your online advertising investments. that is. Enabling Territory Management available in: Enterprise.com offline use.
sales opportunities.com provides a link to Adobe’s website where you can download Flash for free. 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. click the Workspaces tab and then choose Create New | Presentation. Note: When you create.com Certified administrator – Study guide (Spring ‘11) ▪ ▪ Analyze which keywords and advertisements are generating leads. or modify a presentation. 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.5 or higher. Depending on whether you want to create. If presentation assembly is disabled after presentations have been created. on the content details page click Clone & Customize. it may time out. on the content details page click Edit | Edit Presentation. version 9. The assembly tool allows you to create or modify the custom presentation by dragging and dropping individual slides. When you publish a PowerPoint file. Enterprise. clone & customize.Salesforce. To work with presentations: 1. • To create a new presentation. Unlimited. copy.0. Note: Working with presentations requires Adobe Flash® Player. we recommend that you assemble the presentation outside of Salesforce CRM Content and then upload it into the appropriate workspace. • To modify a presentation and save it as a new version. 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. or you can browse all slides published into your workspaces. If you do not have Flash installed. then easily assembling them in whatever sequence you choose using a simple drag-anddrop assembly tool. Salesforce. You can publish the presentation to a public workspace or keep it in your personal content area.11.com does not delete existing presentations but they cannot be customized or modified. or modify a presentation. Group. training & CertifiCation 47 . In Salesforce CRM Content. In this case. Salesforce CRM Content can perform a full-text search of each slide and return only slides applicable to your purpose. Professional. you can create a custom Microsoft® PowerPoint presentation by searching for and previewing slides. Creating and Modifying Presentations in Salesforce CRM Content available in: Contact Manager. 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. Salesforce. • To create a new presentation by copying an existing presentation.
If you do not choose a language. you must choose from the list of training & CertifiCation 48 . click Save. As you type a tag. click a file or slide to preview it in the lower half of the window. Select a workspace. Note: Some slide thumbnails may not be visible or may only be partially visible. Drag the desired files or slides from the search results into the assembly section in the lower half of the window. The following options help you assemble your presentation: • In search results. select a specific workspace to search or enter a search term in the text box before clicking either button. Tag your content. If users restrict their content searches to a particular language. d. f. • In search results. tags or enter a new tag. b. If you do not want the presentation to be visible to other users in your organization. assign or change the presentation’s name. for example if your work is still in progress. click Cancel to return to your starting point. Salesforce CRM Content associates your content with your personal language setting. complete the Reason for Change field. You can re-upload the slide if you want the thumbnail to be visible. 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. In the Save or Publish Content dialog: 4. only content associated with that language is displayed in the search result set. Optionally. hover over a document and click the garbage can icon ( document from the presentation you are assembling. To publish the content on behalf of another author. you can enter tags in the Tags field.com Certified administrator – Study guide (Spring ‘11) 2.Salesforce. hover over a slide and click the presentation icon ( that use that slide. • In search results. 3. The My Recent Tags list on the Contribute window shows the 20 tags you have used most recently. e. c. but you can click on them to see the preview in the lower half of the window. When you are done assembling your presentation. a. ) to view all the slides in the ) to view all the presentations ) to remove that • In the assembly section. • Click Clear at any time to revert your changes. To refine your results. Click a suggested tag to add it to the Tags field automatically. If you are modifying the presentation. 5. Click a tag to add it to the Tags field automatically. 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. Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Workspaces tab. choose a language. Optionally. choose Save in my personal workspace. ë If your administrator assigned the guided tagging rule. hover over a presentation and click the slides icon ( presentation. suggested tags. you can choose from the list of suggested ë If your administrator assigned the restricted tagging rule. Note that any PowerPoint 2007 files in your workspaces do not appear in search results and cannot be assembled into presentations. add or modify the presentation’s description. The Language drop-down list is displayed if multi-language support is enabled. choose that author from the drop-down list. When you select a tag it turns green. Choose Add to presentation or Hide preview as needed.
return to the Workspaces tab. The content type determines which custom fields appear for you to categorize and define your content. ë Tags are case insensitive. 94105 United States 1-800-NO-SOFTWARE www. For More Information Contact your account executive to learn how we can help you accelerate your CrM success. choose one from the drop-down list. salesforce. or publish another file. You can’t have two tags with the same name even if they use different upper and lowercase letters. Click Publish. You can remove tags from a document. You can then view the content details page. and salesforce. CA. If multiple content types are available. inc. g. Other names used herein may be trademarks of their respective owners.. h. Sg_Certifiedadmin_Spring11_2011-03-16 . inc. All rights reserved.salesforce.com Global Oﬃces Latin America Japan Asia/Paci c EMEA +1-415-536-4606 +81-3-5785-8201 +65-6302-5700 +4121-6953700 Copyright ©2011. Salesforce.com owns other registered and unregistered trademarks.com.com and the “no software” logo are registered trademarks of salesforce. Corporate Headquarters The Landmark @ One Market Suite 300 San Francisco.com. The case of the original tag is always used. but that doesn’t delete the tag.ë You can’t change or delete tag names.
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