Salesforce.

com Certified Administrator

Study Guide
Spring ‘11

training & CertifiCation

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

Contents
Section 1. Section 2. Section 3. Section 4. Section 5. Section 6. Section 7. Section 8. Section 9. Section 9-1. Section 9-2. Section 9-3. Section 9-4. Section 9-5. Section 9-6. Section 9-7. Section 9-8. Section 9-9. Section 9-10. Section 9-11. Section 9-12. Section 9-13. Section 9-14. Section 9-15. Section 9-16. Section 9-17. Section 9-18. Section 9-19. Section 9-20. Section 9-21. Section 9-22. Section 9-23. Section 9-24. Section 9-25. Section 9-26. Section 9-27. Section 9-28. Section 9-29. Section 9-30. Purpose of this Study Guide ...........................................................................................1 Audience Description: Salesforce.com Certified Administrator .................................1 About the Exam................................................................................................................2 Recommended Training ..................................................................................................2 Exam Outline ....................................................................................................................2 Sample Exam Questions..................................................................................................6 Answers to Sample Exam Questions..............................................................................8 Maintaining a Certification .............................................................................................8 Supplemental Study Material.........................................................................................8 Security and identity Confirmation ..........................................................................................................8 Customizing Your Display.............................................................................................................................10 enabling Custom fiscal Years ......................................................................................................................10 Managing email templates..........................................................................................................................11 Managing record types................................................................................................................................13 Setting field-Level Security .........................................................................................................................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)

Section 1.

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

Purpose of this Study Guide

Section 2.

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

Audience Description: Salesforce.com Certified Administrator

▪ ▪ ▪ ▪ ▪ ▪

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

▪ ▪ ▪ ▪

training & CertifiCation

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

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

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

The candidate should be able to describe the capabilities of:

Section 3.

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

About the Exam

Section 4.

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

Recommended Training

Section 5.

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

Exam Outline

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

Weighting
3%

training & CertifiCation

2

Salesforce.com Certified administrator – Study guide (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

2%

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

3%

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

5%

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

17%

training & CertifiCation

3

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 .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. Web-to-Lead.

including Business Hours. Applications. 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. but should be used to become familiar with the types of questions on the exam. assignment rule. & 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. The following questions are representative of those on the Salesforce.com Certified administrator – Study guide (Spring ‘11) Service & Support Administration (continued) Configure the settings and rules for Case processing.com Certified Administrator exam. Web-to-Case. The actual exam questions may be more or less difficult than this set of questions. escalation rules. These questions are not designed to test your readiness to successfully complete the certification exam. Sample Exam Questions training & CertifiCation 6 .Salesforce. and corresponding auto-response rule Describe use cases for Case teams 5% Salesforce Console Describe the functionality of the Salesforce Console Describe the components of the Console tab Set up the Salesforce Console navigate within the Salesforce Console 2% Custom Objects.

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

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

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

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

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

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. To manage your personal email templates. training & CertifiCation 12 .com pages templates: • Click Edit Template to change the markup of the template page. • The Visualforce Attachments related list indicates which attachments are being generated through Force. HTML. Click New Template to create any type of email template. 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. or text): For text templates. To edit or delete a template. If you choose not to leave the text-only version blank and instead manually create a text-only version. click the template name in the list. For custom and HTML templates: • Click Edit HTML Version to change the content or merge fields of the HTML version. a custom object. a trigger.Salesforce. click Your Name | Setup | Email | My Templates. or merge fields. click Edit or Del next to the template name in the list. click Your Name | Setup | Communication Templates | Email Templates. A button to check the spelling of your template is available for text templates and Force.com recommends that you leave the text-only version blank. • If the Force. Force.com pages (Visualforce) markup references components in installed managed packages such as another class.com Certified administrator – Study guide (Spring ‘11) Activity History related list of a record. The options vary depending on the template type (custom. You can also use text and HTML templates when you send mass email. ë Note: Salesforce.com pages templates without HTML tags. • Click Edit Text Version to change the content or merge fields of the text-only version.com pages email template. ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Click on the name of any email template to go to the Viewing Email Templates page.com pages. For Force. If you have permission to manage public email templates. the Version Settings related list shows the package versions of the installed managed packages containing the referenced components.com pages (Visualforce) markup. and so on. If you leave the text-only version blank. subject. edits to the HTML version are not reflected in the text-only version. Salesforce automatically creates the text-only content based on the current HTML version. click Edit to change the message content. Note: You cannot send a mass email using a Force. When you leave the ▪ text-only version blank.

Unlimited. • If you have the “Manage Public Templates” permission. click Show Dependencies to see what components the template references. Record types can be used in various ways. and solution Status. support processes. Lead Status. lead processes. 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. case Status. for example: ▪ ▪ Create record types for opportunities to differentiate your regular sales deals from your professional services engagements. and solution processes: opportunity Stage. These record types are called person account record types. ë Click Attach File from the Attachments related list to add an attachment to the template. choose an option from the File Location drop-down list to select a file from your computer or from a document folder. You cannot delete all the record types for an object if the object is referenced in a Force. Section 9-5.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.Salesforce. • Click Clone to clone a template. and you can create additional person account record types. • Alternatively. make sure the document is marked as Externally Available on the Documents tab so all email recipients can view the image. 13 ▪ training & CertifiCation . Create record types for cases to display different page layouts for your customer support cases versus your billing cases. Managing Record Types available in: Enterprise. For more information. and Developer editions User Permissions Needed to create or change record types: “Customize application” Record types let you offer different business processes. If you select an image logo or other graphic file. To select a file: • Click the Search in Documents link to search for files in the Documents tab. and page layouts to different users based on their profiles.com code (Apex) script. The attached file is included in every email that uses the template. picklist values. see Understanding Dependencies. You can change the name of this record type. and offer different picklist values for each. Initially. the author is the person who created the email template. you can click [Change] next to the Author field to select a different author. 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. see Cloning Email Templates. • If “Developer Mode” is enabled. For more information. A default person account record type named “Person Account” is automatically created when person accounts are enabled for your organization. • Click Delete to remove the template. Person accounts are account records to which a special kind of record type has been assigned.

ë Select a profile to change the field access for users with that profile. search results. if a field is required in the page layout and read only in the field-level security settings. and then click Fields. For example. Do one of the following: • To set field-level security for all fields on a particular profile: ë Select Setup | Manage Users | Profiles. 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. and then click Edit.Salesforce. reports. ë Click Set Field-Level Security. and when synchronizing data or importing personal data.com Connect Offline. The settings also override any lessrestrictive field access settings on the page layouts. email and mail merge templates. Setting Field-Level Security Section 9-6. hidden. To define field-level security: 1. you can: ▪ Create page layouts to organize the fields on detail and edit pages. click a tab or activity link. Force. read only. the Salesforce CRM partner portal. and Developer editions User Permissions Needed to set field-level security: “Customize application” You can define which fields users can access. ë In the Field-Level Security section. or editable (visible without read only) for users based on their profile. The most restrictive field access settings of the two always apply. custom links. ë Select the field you want to modify. • To set field-level security for a particular field on all profiles: ë Select Setup | Customize. Click Save. Unlimited. Specify whether the fields should be visible. After setting field-level security for users based on their profiles. The fields users see on detail and edit pages are a combination of page layouts and field-level security settings. 2. 3. Field-level security settings let administrators restrict users’ access to view and edit specific fields on detail and edit pages and in related lists.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. the field-level security overrides the page layout and the field will be read only for the user. list views. training & CertifiCation 14 . available in: Enterprise. Note: These field access settings apply throughout Salesforce CRM. the Salesforce CRM customer portal. click View next to the tab you want to modify.

-22. in reports. Lookup relationship fields are not available in Personal edition. Lookup relationship fields to campaign members are not available. a lookup relationship creates a field that allows users to click a lookup icon and select another record from a popup window. for example.345 becomes 12. Note: Roll-up summary and formula fields are always read only on detail pages and are not available on edit pages. Email Formula Hierarchical Relationship Creates a hierarchical lookup relationship between users. allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself. indicating a true or false attribute of a record. 20 of which are reserved for prefix or suffix text. You can create lookup relationship fields that link to users. see overview of relationships. Verify users’ access to fields by checking the field accessibility grid. Section 9-7. standard objects.5 becomes -22. Universally required fields always display on edit pages regardless of field-level security. lookup relationship fields from campaign members to other objects are available. this can be useful if you export data to excel or another spreadsheet. allows users to enter a currency amount. allows users to enter an email address. Note: Salesforce uses the round half even tie-breaking rule for currency fields. users can choose the address when clicking Send an email.com (apex) triggers. the time of day includes aM or PM notation. Set the fields that display in search results. and the lookup field is not required in the page layout.Salesforce sets the lookup field to null. the system automatically formats the field as a currency amount. in reports. 23. or custom objects. validation rules. if this field is specified for contacts or leads. workflow rules.35 and -12.Salesforce. Custom Field Types The first step in creating a custom field is choosing the type of the field. Field Type Auto Number Checkbox Description automatically assigns a unique number to each record. 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. 12. then use page layouts primarily to organize detail and edit pages within tabs. Creates a relationship between two records so you can associate them with each other. however. allows users to automatically calculate values based on other values or fields such as merge fields. you can create a custom hierarchical relationship field to store each user’s direct manager. or roll-up summary fields. the import wizards and the weekly export tool use “1” for checked values and “0” for unchecked values. allows users to enter a date or pick a date from a popup calendar and enter a time of day. if a lookup field references a record that is deleted. note that you can’t use custom email addresses for mass emails. When using a checkbox field for a report or list view filter. the maximum length of any autonumber field is 30 characters. for example.345 becomes -12. This process reduces the number of page layouts for you to maintain. and in the key lists on tab home pages. They also may be visible to users even though they reference fields your users can’t see. Lookup Relationship training & CertifiCation 15 .5 becomes 22. you can then display a related list to show all of the records that are linked to it. you can limit the data by specific dates using any custom date field. Currency Date Date/Time allows users to enter a date or pick a date from a popup calendar. allows users to check a box.com Certified administrator – Study guide (Spring ‘11) ▪ ▪ Tip: Use field-level security as the way to restrict users’ access to fields.5 becomes 24. use “true” for checked values and “false” for unchecked values. Note: Salesforce uses the round half up tie-breaking rule for numbers in formula fields. a lookup relationship has no effect on record deletion or security. on the associated record. you can limit the data by specific dates and times using any custom date field. Values lose precision after 15 decimal places.34. for example. for more information on relationships. and -23. The relationship group wizard lets you create and edit relationship groups regardless of field-level security. they can also add the current date and time by clicking the date and time link next to the field. Below is a description of each custom field type.5 becomes -24. 22. and does not run any force. See Building formulas and operators and functions. in lookup dialog search results. which is validated to ensure proper format. for example. opportunities have a lookup relationship with cases that lets you associate a particular case with an opportunity.

Master-detail relationships cannot be used with campaign members. Consequently. this is treated as a real number and any leading zeros are removed. for example. users can format the field content and add images and hyperlinks. or symbols.com recommends that you do not use a custom phone field for fax numbers. note that only the first 50 characters are displayed on the record detail pages. the maximum size for uploaded images is 1MB. the UrL will open in a separate browser window. for example. or symbols that are stored in encrypted form. allows users to enter up to 32. Phone allows users to enter any phone number. Note: Salesforce uses the round half up tie-breaking rule for number fields.000 characters. Enterprise. the maximum field size is 32. any length from 256 to 32. add a numbered or non-numbered list. You can set the length of this field type to a lower limit. allows users to enter any combination of letters. upload or link to an image. Unlimited. for example. note that every time you press Enter within a long text area field. When users click on the field. custom phone fields are displayed with the button.345 becomes 12. Note: if you are using the Service Cloud’s call center. only gif. a custom account field called “total number of guests” displays the number of guest custom object records in the guests related list for accounts. add a hyperlink. Percent allows users to enter a percentage number. Note: if the decimal value is greater than 15.000 characters is allowed.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. and you add a percent sign to the number. although you can create a master-detail relationship field on a custom object that links to a standard object. Number allows users to enter any number. to enable encrypted fields for your organization. see overview of relationships. strike-out. bold. ‘10’.345 becomes -12. allows users to enter up to 255 characters that display on separate lines similar to a Description field. inclusive of all the formatting and HtML tags. Professional.Salesforce. Values lose precision after 15 decimal places. a runtime error occurs. You can set a maximum length of up to 175 characters.35 and -12. allowing click-to-dial functionality. a line break and a return character are added to the text. underline. allows users to enter any combination of letters. this data type is not available for activities or products on opportunities. up to 255 characters. jpeg and png file types are supported. these fields display each value separated by a semicolon. these 2 characters count toward the 32. for more information. allows users to enter up to 255 characters of any valid website address. for more information on relationships.34. or maximum value of related records. redo. allows users to select more than one picklist value from a list you define. the toolbar allows the user to undo. numbers.000 character limit. if desired. Text Text (Encrypted) Text Area Text Area (Long) Text Area (Rich) URL Section 9-8. See entering Phone numbers. 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.com. Salesforce rounds numbers referenced in merge fields according to the user’s locale. and outdent. Mapping Custom Lead Fields available in: Group. see Using rich text area fields. minimum. contact salesforce.000 characters that display on separate lines similar to a Description field. and Developer editions training & CertifiCation 16 . numbers. indent. salesforce. available for custom objects only. 12. italicize. automatically displays the record count of related records or calculates the sum. modify alignment. Picklist Picklist (Multiselect) Roll-Up Summary allows users to select a value from a list you define. not the number of decimal of spaces specified in the number field configuration. the system automatically adds the percent sign to the number. With the use of a toolbar. You can set a maximum length. Salesforce automatically formats it as a phone number.

your data may become truncated if the mapped text field is not large enough to hold the entire lead picklist value. training. please follow the instructions at the end of this message. Products. If your organization has custom lead fields. currency. There are some exceptions: ë You can map between text and picklist fields. For example. and Solutions.Salesforce. 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. training & CertifiCation 17 . contact. if your lead currency field has a length of 3 and 2 decimal places. map it to another custom currency field with a length of 3 and 2 decimal places. Which standard application terminology can be renamed? Only the following standard tabs and objects can be renamed: Accounts. or opportunity field into which you want the information inserted when you convert a lead.com Certified administrator – Study guide (Spring ‘11) User Permissions Needed to map lead fields: “Customize application” When you convert a qualified lead. Cases. Salesforce. For each custom lead field. and opportunity fields. especially in the areas of help. map numeric lead fields to other numeric fields or long text area fields to other long text area fields. Leads. • Any standard lead picklist fields that are blank are mapped to the default picklist values for the account. or Picklist. and opportunity. To specify the mapping for custom lead fields: 1. choose a custom account. Price Books. Currency. Click Save. or percent fields of exactly the same length and decimal places.com wants to make sure you’re aware of this limitation before we activate the feature for your organization. Please review the information below in detail. or Percent to other number. Documents. However. Note: If you change the data type of any custom field used for lead conversion. If you’re ready to move ahead with this feature. that lead field mapping will be deleted. ë Do not map custom formula fields to other formula fields or any other type of field. Opportunities. Section 9-9. support. contact. Partners. Assets. ë You can map fields of type Text or Text Area to long text area fields. • Remember to map custom lead fields to other custom fields of the same data type.com’s standard application terminology will have some implications on your Salesforce CRM administration and your users’ experience in the application. or opportunity fields. ë Roll-up summary fields are not available for mapping lead fields of converted leads. Campaigns. • Remember to map custom lead fields of type Number.com disable this feature): Renaming salesforce. Contracts. ë You can map auto-number fields to fields of type Text. the information from the standard lead fields is inserted into standard account. contact. that is. Select Setup | Customize | Leads | Fields | Map Lead Fields. Contacts. Text Area. and release communications. contact. you can specify how you want that custom information converted into custom account.

This list includes but is not limited to custom fields. You will need to rename each tab manually. This limitation should be an important consideration in deciding whether to rename Salesforce CRM’s standard terminology. record types. Note: This functionality does not apply to context-specific help links within administrator setup pages or to the Help & Training link on the top right of every page. Some fields are only displayed to administrators when creating or editing users. For example. all labels and sentences on these pages will be automatically reconstructed to reflect your new terminology. Field Accessibility Mode Active Description Checkbox that enables or disables a user interface mode designed for visually impaired users. Here’s a description of the fields (in alphabetical order) that make up a user’s personal information in Salesforce CRM. In other words. Where will the new tab. you can also create your own online help and user documentation. page layouts. if you already have a custom email template titled “Account Health Check. Titles and descriptions of all standard email templates will continue to use the standard object names even if you change them. User Fields The available fields vary according to which Salesforce CRM edition you have. For example.” Please note that all Administrator Setup pages will continue to use standard Salesforce CRM names even if you change them.com Certified administrator – Study guide (Spring ‘11) Note: You cannot rename the Forecasts tab. administrative checkbox that enables or disables user login to the service. reports. If your organization renames tab and object names.Salesforce. including Personal Setup pages. ▪ ▪ ▪ ▪ The standard list views on every Salesforce tab will continue to use the standard object names even if you change them. This new page will provide the mapping between Salesforce CRM’s standard names and your renamed terminology. if you rename Accounts to Companies. object. and field names show up within the application? All Salesforce CRM pages accessible by your end users. training & CertifiCation 18 . 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. views. will automatically reflect the new terminology you define. Salesforce CRM will let you point our context-specific help links on each end-user page to your own online help. In addition. however. Any customizations you previously implemented where you used the standard Salesforce terminology will need to be changed manually. your users will first see a new overview page when they click on our online help links. Titles and descriptions of all standard reports will continue to use the standard object names even if you change them. and communication templates. all references to “accounts” will be changed automatically to “companies. 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.” you’ll have to change it to “Company Health Check” to reflect your new terminology. Section 9-10.

the default division is not used. Employee Number End of day Fax Federation ID First Name Information Currency Language Last Login Date of last login. Short name to identify a user on list pages. Shift_JIS. all text and online help is displayed in this language. this field is not available if your organization has disabled your choice to receive emails from salesforce. City portion of the user’s address. a user’s individual Language setting overrides the organization’s Default Language. email address of a user. this field is only visible to organizations that have force. Depending on the approval process settings.com. Up to 40 characters are allowed in this field.com uses this field to help you troubleshoot issues related to aPi tokens if issues should occur.com pages enabled. Must be a valid email address in the form: jsmith@acme. unless he or she explicitly sets a different division. opt in to receive administrator-targeted promotional emails from salesforce. this must be one of the active currencies for the organization. EUC-JP. name of the associated contact if the user is a partner user. enables development mode for creating and editing force. Delegated Approver Department Development Mode Division Email Email Encoding User lookup field used to select a delegate approver for approval requests. as displayed on the user edit page. and ISO-2022-JP are useful for Japanese users. fax number for a user. Up to 40 characters are allowed in this field. the name of the call center to which this user is assigned. by default. not available in Personal edition or group edition. group that user works for. (read only) User’s default currency for quotas. reports. forecasts. When users create records related to an account or other record that already has a division. this setting does not restrict the user from viewing or creating records in other divisions. Character set and encoding for outbound email sent by a user from within Salesforce. Up to 40 characters are allowed in this field. time of day a user generally stops working. Users can change their division at any time. Company division to which user belongs. for example. Shown only in organizations using multiple currencies. first name of a user. but is not supported by some older email software. indicates whether an aPi token has ever been reset. Up to 80 characters are allowed in this field. identifying number for a user. to all new accounts and leads created by the user. and reports. and other pages where the entire name does not fit. UTF-8 (Unicode) represents all characters for all the world’s languages. PC Sales group. Up to 80 characters are allowed in this field. the new record is assigned to the existing record’s division. the organization’s Display Language applies to all users. User’s default currency setting for new records. Salesforce. Up to 40 characters are allowed in this field. User who created the user. Division that is applied. Up to 8 characters are allowed in this field. the value used to identify a user for federated authentication single sign-on. ISO8859-1 represents all Latin characters and should be used by english-speaking users. this user can also approve approval requests for users. Up to 255 characters are allowed in this field. Used to define the times that display in the user’s calendar. available only for organizations that use multiple currencies. Country portion of the user’s address. (read only) training & CertifiCation 19 . including creation date and time. available only in organizations that use divisions to segment their data. Up to 40 characters are allowed in this field. the primary language for the user.com. indicates whether the user is allowed to use customizable forecasting.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. the default currency for all currency amount fields in the user record. Company name where the user works.com pages (Visualforce).Salesforce. available only for organizations that use multiple currencies.com. and Unlimited edition. enterprise. in organizations using Professional. such as Customer Support.

14:00). and number fields.com offline. including modification date and time. or authors. times in the english (United States) locale display using a 12-hour clock with aM and PM (for example. Mobile Mobile User Cellular or mobile phone number. disable the checkbox for all your users. for example. 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 . Phone number of a user. this field defaults to the mobile configuration assigned to the user’s profile. Bob Johnson in the english (United States) locale displays as Bob Johnson. Up to 40 characters are allowed in this field. Up to 40 characters are allowed in this field. if selected. and delete campaigns and configure advanced campaign setup. 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. administrative checkbox that indicates whether a user has access to use force. this field establishes a hierarchical relationship. this field is especially useful for creating hierarchical workflow rules and approval processes without having to create additional hierarchy fields. tags. they display using a 24-hour clock (for example. granting the user access to Salesforce CrM’s mobile capabilities. to receive email.com. User who last changed the user fields. Salesforce CrM lets you inactivate users who are referenced in the Manager field. the user must also select the Receive Salesforce Content Email Alerts checkbox. the Locale setting affects the format of date. dates in the english (United States) locale display as 06/30/2000 and as 30/06/2000 in the english (United Kingdom) locale. select this checkbox and do not select the Receive Salesforce Content Daily Digest checkbox. administrative field that defines a user’s permission to perform different functions within the application. to prevent users from activating Salesforce CrM on their mobile devices before you’re ready to deploy Salesforce CrM mobile in your organization. Up to 80 characters are allowed in this field. whereas in the english (United Kingdom) locale. to use the campaign import wizards. workspaces. and contacts. or authors. as displayed on the user edit page. preventing you from selecting a user who directly or indirectly reports to himself/herself. this field is only visible to organizations that use Salesforce CrM to manage mobile configurations. for example. the number of user records with this checkbox enabled cannot exceed the total number of mobile licenses in the organization. tags. Mobile Configuration the mobile configuration assigned to the user. date/time. Note: Unlike other hierarchy fields.Salesforce. the Mobile User checkbox is enabled by default for Unlimited edition users. 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). Manager Lookup field used to select the user’s manager. leads. edit. available at Setup | My Personal Information | Personal Information. overrides the organization setting. available in enterprise and Unlimited editions only.com Certified administrator – Study guide (Spring ‘11) Field Last Name User License Locale Description Last name of a user. to receive real-time email alerts.com. their personal locale. this field is not available if your organization has disabled your choice to receive emails from salesforce. the Locale setting also affects the first and last name order on Name fields for users. if selected. for all other users. Country or geographic region in which user is located. specifies that a user with Salesforce CrM Content subscriptions will receive email notifications if activity occurs on his or her subscribed content. for Personal and group edition users. opt in to receive user-targeted promotional emails from salesforce. allocates one Salesforce CrM mobile license to the user. indicates the type of user license. the locale is set at the organization level via Setup | Company Profile | Company Information. (read only) Combined first and last name of a user. 2:00 PM). if no mobile configuration is specified. specifies that a user with Salesforce CrM Content subscriptions will receive a oncedaily email summary if activity occurs on his or her subscribed content. whereas the Chinese (China) locale displays the name as Johnson Bob. workspaces. as displayed on the user detail page.

which can be changed by an administrator. For leads. Optionally. Used to define the times that display in the user’s calendar.. time of day a user generally starts working. Transferring Records available in: Group. administrative checkbox that indicates whether a user has access to use Salesforce CrM Content. enterprise. you can: • Select the Transfer open opportunities. such as Western region Support Manager. For leads. Unlimited. fill in the name of new record owner. Click the link for the type of record to transfer.com Certified administrator – Study guide (Spring ‘11) Field Role Description administrative field that specifies the position of a user within an organization. Listing of custom links for users as set up by your administrator. Up to 20 characters are allowed in this field. 5. select the Change division. not available in Personal edition or group edition. 2... and Unlimited editions only. 6. In the Transfer to field. If your organization uses divisions. 3. Choose Setup | Data Management | Mass Transfer Records. Users in arizona should select the setting with “america/Phoenix. When transferring accounts. Up to 80 characters are allowed in this field. training & CertifiCation 21 . checkbox to set the division of all transferred records to the new owner’s default division. you can transfer from users or queues. administrative field that defines the user’s login. Section 9-11. 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. you can transfer to users or queues. amount of disk storage space the user is using. make sure the new owner has sharing access and at least “Read” permissions to the record you’re transferring and all associated records. Before transferring a record.. available in Developer. State or province portion of a user’s address. Primary time zone in which a user works. Up to 80 characters are allowed in this field. fill in the name of the existing record owner in the Transfer from field. specifies that the user will receive email notification whenever he or she executes force. Enterprise.” and users in parts of indiana that do not follow Daylight Savings time should select the setting with “america/indianapolis. 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. Up to 20 characters are allowed in this field. checkbox if you want to transfer open opportunities owned by other users that are associated with the account.com code (apex) that surpasses more than 50% of allocated governor limits. Zip code or postal code portion of a user’s address. 7. if selected. Professional.Salesforce. 4.

• 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.. open activities. attachments. all previous access given by manual sharing. • Select the Transfer open cases.” 9. The new owner may need to manually share the transferred accounts and opportunities as necessary to grant access to certain users. closed opportunities and open opportunities owned by other users. Optionally. check the box in the column header to select all currently displayed items. Click Edit to enable or modify the following Web-to-Lead settings: training & CertifiCation 22 . When transferring leads to a queue. Professional. Choose Find to look for records that match.com Certified administrator – Study guide (Spring ‘11) • Select the Transfer closed opportunities checkbox if you want to transfer closed opportunities associated with the account. and optionally. 8. Enterprise. closed opportunities owned by other users aren’t changed. Note: Mass transfers do not trigger workflow rules. 11. or sales teams is removed. Section 9-12. notes. Leads Access to Transferred Items When transferring accounts and their related data in Professional. Fill in search conditions that the records you’re transferring must match. checkbox if you want to transfer open cases that are owned by the existing account owner and associated with the account. Click Setup | Customize | Leads | Web-to-Lead. and Developer editions User Permissions Needed to set up Web-to-Lead: “Customize application” To set up Web-to-Lead: 1. Transfer of Associated Items When you change record ownership. sharing rules. some associated items that are owned by the current record owner are also transferred to the new owner. and Developer Editions.. Deselect this checkbox if you want to remove the existing account team associated with the account. Record Accounts Associated Items that are Also Transferred Contacts (on business accounts only). • Select the Keep account teams checkbox if you want to maintain the existing account team associated with the account. 10.Salesforce. Enterprise. 2. Any relevant sharing rules are then applied to the data based on the new owners. This option applies only to closed opportunities owned by the account owner. Select the checkbox next to each record you want to transfer. Setting Up Web-to-Lead available in: Group. you could search accounts in California by specifying “Billing State/Province equals CA. Click Transfer. open activities are not transferred. open activities. Unlimited. For example. Unlimited. open opportunities owned by the current account owner.

• For organizations using record types on leads. Copy the generated HTML code and provide it to your company’s Webmaster so he or she can incorporate it into your website. the user who will be listed as the creator of online leads and who will appear as the sender of email responses. Tip: Use a custom multiselect picklist to allow potential customers to express interest in several products. This URL could be a “thank you” page or your company’s home page. this user must have the System administrator profile or the “Modify all Data” and “Send email” permissions. If your organization uses the translation workbench or has renamed tabs. and click Generate. Click Finished. All leads generated from your website are initially marked with the “default status” specified by the Lead Status picklist. 5. 3. Click Save. This line redirects you to a debugging page when you submit the form. the default response template is used when no response rules apply. this template must be marked as “available for Use. Use the Up and Down arrows to change the order of the fields on your form.Salesforce.” Note: auto-response rules are not available in group edition. If you want to test the Web-to-Lead form. The source of your Web-to-Lead form is always in your personal language. To select the fields to include on your Web-to-Lead form. Specify the complete URL to which users should be directed after they submit their information. use the Add and Remove arrows to move fields between the Available Fields list and the Selected Fields list. 7. all new leads are marked as “Unread. the member status of the new leads is set to the Member Status value specified in the form or to the “default” member status if the Member Status field is not included in the form. add the line <input type=”hidden” name=”debug” value=”1”> to your code.” and are changed to “Read” only when the lead owner views or edits that lead. Don’t forget to remove it before releasing the Web-to-Lead page to your website.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. For Web leads that are generated as part of a campaign. select the language for the form labels displayed on your Web-to-Lead form. add the Lead Currency field if you add any currency amount fields. 6. 9. click Create Web-to-Lead Form. To create and generate a Web-to-Lead form. 8. • For organizations using multiple currencies. if you set up response rules to use different email templates based on the information submitted. otherwise. Leave this option blank if you don’t wish to send emails when no response rules apply. the Campaign Member Status field) if you’re using Web-to-Lead as part of a campaign. In addition. Users can select the My Unread Leads list view to quickly locate all their new leads. • Be sure to select the Campaign field (and optionally. 4. select the Lead Record Type field if you want users submitting Web-generated leads to select a specific record type. training & CertifiCation 23 . all amounts will be captured in your corporate currency. the default response template to use for the email response that is automatically sent to prospects when they submit an online lead.

Click Setup | Data Management | Data Export and Export Now or Schedule Export. the Default Lead Creator (specified in the Web-to-Lead setup) will receive an email containing the additional lead information. If you’re scheduling your export. To sign up for the Data Export Service. and time of day for your scheduled export. If your organization exceeds its daily Web-to-Lead limit. start and end dates. which is needed to export data. Select Include attachments. 1. indicate who should be notified by email when the backup files are ready. Select the desired encoding for your export file. Note: If you give a user the “Weekly Data Export” permission. if a new lead cannot be generated due to errors in your Web-to-Lead setup. Select the types of data to include in your export. Also. person account records are included in the contact data. contact salesforce. This option is only available if a week has passed since your last export. you can include all data in your export file. Also. 6. Default Locale and Currency Locale. 2.com. Section 9-13. Select Replace carriage returns with spaces if you want your export files to have spaces instead of carriage returns or line breaks. the contact data only includes the fields shared by contacts and person accounts. Note the following: • Formula and roll-up summary fields are always excluded from exports. all account fields are included in the account data. 3. 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.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. if you want your export data to include attachments. select the frequency. Customer Support is notified of the problem so we can help you correct it. Exporting Backup Data available in: Enterprise. • If your organization uses person accounts and you’re exporting contacts. If your organization is configured for data export.. • If your organization uses person accounts and you’re exporting accounts. The Schedule Export option lets you schedule the export process for weekly or monthly intervals.. The Export Now option prepares your files for export immediately. • If your organization uses divisions. training & CertifiCation 24 . 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. 5. We recommend that you include all data if you’re not familiar with the terminology used for some of the types of data. 4. Salesforce CRM runs field validation rules before creating records submitted via Web-to-Lead and only creates records that have valid values. If desired. You can export all your organization’s data into a set of comma-separated values files. data from all divisions is included in the export. This functionality may be useful if you plan to use your export files for importing or other integrations. However.Salesforce. you can generate backup files manually once every 6 days or schedule them to generate automatically at weekly or monthly intervals. This permission is granted by default only to the System Administrator profile because of the wide visibility it enables. All universally required fields must have a value before a record can be created via Web-to-Lead.

If your dashboard data does not refresh after 10 minutes. Additional refreshes submitted during a refresh and up to 1 minute after the completion of a refresh are ignored. you may have to make adjustments to the export file before viewing it. If you scheduled the export. Note: Enterprise and Unlimited Edition users can schedule dashboard refreshes. Enterprise. after a refresh completes. 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. You can follow the link in the email or use the Data Export link to download a zip file of your backup data. Section 9-14. a Refreshing Dashboard field displays at the top right corner of the dashboard. Salesforce CRM creates CSV files of your data. field at the top right corner of the dashboard. training & CertifiCation 25 . the refresh automatically stops. You have 48 hours to download the zip file from this page. If necessary. Salesforce CRM may require users to pass a user verification test to export data from their organization.com Certified administrator – Study guide (Spring ‘11) 7. Unlimited. text-entry test helps prevent malicious programs from accessing your organization’s data. users view the most current data. If you’re running the export now.” Tip: Any automated processes that process the export files should rely on the column headings in the CSV files. and emails you when the file is ready.. When dashboard data is refreshing. zips them into one archive. This simple. Refreshing Dashboard Data available in: Group. after that. as opposed to an automated program. Professional. Section 9-15.Salesforce. Furthermore. When you refresh a dashboard. 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. click Refresh again. you can send an email notification to yourself and other users that includes the dashboard in HTML format. rather than the position of the columns. or monthly so that you can work in Salesforce CRM without having to wait for the most recent data to refresh. Note that the words entered into the text box field must be separated by a space. click Start Export.. weekly. has correctly entered the text into the overlay. Salesforce CRM uses CAPTCHA technology provided by reCaptcha to verify that a person. 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. To pass the test. click Save. Depending on the encoding selected. users must type the two words displayed on the overlay into the overlay’s text box field and click the Submit button. You can leave the dashboard and perform other functions in Salesforce CRM while the data refreshes. Note: For security purposes. the dashboard data refreshes for anyone else in your organization that has access to that dashboard. it will be deleted.

..com Certified administrator – Study guide (Spring ‘11) In email applications that do not support HTML. Click Refresh and choose Schedule Refresh. 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 Del to permanently delete all instances of the scheduled dashboard refresh. Click Delete. link to choose a preferred start time for the dashboard refresh. Click Save to schedule the dashboard refresh. select a dashboard from the View Dashboard drop-down list. • In the Preferred Start Time drop-down list. You can only send dashboard refresh notifications to email addresses included on Salesforce user records.. from the drop-down button. Users can view the dashboard after they log in.. 4. The scheduled refresh is permanently deleted and not sent to the Recycle Bin. 3. Tip: Optionally. 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. giving all users who can view the dashboard access to data they might not be able to see otherwise. 5. 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. Tips on Scheduling a Dashboard Refresh Consider the following when scheduling a dashboard refresh: training & CertifiCation 26 . Select the dashboard that has a scheduled refresh you want to delete from the View Dashboard drop-down list on the Dashboards tab. To delete a scheduled dashboard refresh: 1. On the Dashboards tab. click the Find available options. Click Refresh and choose Schedule Refresh. • In the Start and End fields. When you click the Daily. click Setup | Monitoring | Scheduled Jobs.Salesforce.. Schedule the dashboard refresh: • In the Frequency field. 3. • Click Others. the notification displays text that includes a link to the dashboard in Salesforce CRM... To schedule a dashboard refresh: 1. The user in the Running User field determines the dashboard’s level of access to data. This functionality bypasses all security settings. To view the All Scheduled Jobs page. or Monthly fields.. to send an email that includes the refreshed dashboard to additional users. specify the dates during which you wish to schedule dashboard refreshes. 2. select the frequency at which the dashboard refreshes. more options display that allow you to refine the frequency criteria. 2. Weekly. • Your preferred start time may not be available if other users have already selected that time to refresh a dashboard. from the drop-down button.

choose “last” from the On day of every month drop-down list. then the dashboard will only refresh on months that have 31 days. For example. the dashboard may refresh any time between 2:00 PM and 2:59 PM. For example. if the Time Zone field on your user record is set to Pacific Standard Time. The dashboard refresh runs within an hour of the time you select in the Preferred Start Time drop-down list. and you schedule a dashboard to refresh every day at 2:00 PM. Users can click any dashboard component in a dashboard refresh notification to view the report the dashboard component represents. General Permissions The following table shows the general permissions associated with each standard profile. Enterprise Edition users can schedule up to one dashboard refresh per hour per day. the dashboard will only refresh on months that have that specific day. if you schedule a dashboard to refresh on the 31st day of every month. After users receive dashboard refresh notifications in their email clients. depending on how many other dashboards are scheduled to refresh at that time. Dashboard components that include S-controls may not display in dashboard refresh notifications. if you select 2:00 PM as your preferred start 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. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day. edit.com Certified administrator – Study guide (Spring ‘11) ▪ ▪ Your organization is limited to no more than 200 scheduled dashboard refreshes. users can click the name of the dashboard to log in to Salesforce CRM and view the dashboard directly. General User Permissions Permission Name Activate Contracts Approve Contracts Functions Controlled Change contract status to activate. Note that users must log in to Salesforce CRM to view the report the dashboard component represents. the dashboard must be in a public folder with access granted to others. If you want a dashboard to refresh on the last day of every month. To send a dashboard refresh notification to other users. and delete contracts apply an approved status to a contract Profiles administrator. Dashboards refresh in the time zone of the user who schedules the refresh. Contract Manager administrator. users must click the name of the first column on the table or the metric label. If you schedule a dashboard to refresh on a specific day of every month. To view the report that a table or metric dashboard component represents. then the dashboard will refresh every day at 2:00 PM Pacific Standard Time. ▪ ▪ ▪ Tips on Dashboard Refresh Notifications Consider the following when scheduling dashboard refresh notifications: ▪ ▪ ▪ ▪ Dashboard refresh notifications may not display properly in Microsoft Outlook 2007. Create. 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. For example. they view the notifications when the email clients are not connected to the Intern ▪ ▪ Section 9-16. In HTML-formatted dashboard refresh notifications.Salesforce. Contract Manager training & CertifiCation 27 .

Contract Manager administrator. edit. Solution Manager. Contract Manager administrator. create. activate. Marketing User. Marketing User. Edit Opportunity Product Sales Prices enable users to change the sales price on products Edit Personal Quota Change your individual quota. Standard User. run. Contract Manager administrator. Marketing User. Solution Manager. Contract Manager administrator. Marketing User. Solution Manager. Solution Manager. Contract Manager administrator. create. and delete reports. edit. Solution Manager. this permission is only available for customizable forecasts.com Certified administrator – Study guide (Spring ‘11) Permission Name Convert Leads Functions Controlled Convert leads into accounts. this permission is not available for customizable forecasts. Solution Manager. Contract Manager administrator. Solution Manager. Contract Manager administrator. Standard User. Marketing User administrator. custom profiles that have the “edit forecasts” permission will get the “edit Personal Quota” and “override forecasts” permissions. read only. Marketing User. Marketing User. edit. Standard User. Standard User. Standard User. and delete events Edit Forecasts Create. and edit contracts install or uninstall appexchange packages from the appexchange Create. Standard User. save. When you convert to customizable forecasts. and opportunities Profiles administrator. Contract Manager administrator administrator administrator administrator administrator. Marketing User. Standard User. Marketing User. Marketing User. 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. and delete forecasts. edit. Solution Manager. Standard User. Solution Manager. Solution Manager. contacts. Contract Manager Create and Customize Reports View the reports tab. 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 . Standard User. Edit Self-Service Users enable and disable contacts for self-service and Salesforce CrM customer portal access Edit Tasks Create. Marketing User. Contract Manager administrator. Standard User.Salesforce.

Contract Manager administrator. read only. Solution Manager. 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. run reports. Solution Manager. Standard User. Contract Manager administrator.Salesforce. Contract Manager Mass Email Send bulk emails to contacts and leads. edit the Support Settings. View dashboards based on reports training & CertifiCation 29 . Solution Manager. Marketing User. Standard User. Standard User. and delete solutions that are accessible to the public on your self-service portal or website. read only. Marketing User. Solution Manager. Standard User. run Self-Service reports Create and edit territories. 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). this permission is only available for customizable forecasts. Standard Platform one app User administrator.” and “View Setup and Configuration” permissions) Set support business hours. Set up email-to-Case. add and remove users from territories. and delete workspace permissions in Salesforce CrM Content Create. Standard User. edit. Solution Manager administrator Manage Self-Service Portal Manage Territories administrator Mass Edit from Lists administrator. Standard Platform User.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. Solution Manager. edit.com offline Run Reports View the reports tab. and delete custom fields in Salesforce CrM Content Create. Marketing User. 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. Configure organization-wide territory management settings allow users to edit two or more records simultaneously from a list with inline editing Profiles administrator. edit. Create and edit account assignment rules.”“run reports. Marketing User. Perform actions on multiple cases in a list view. edit. Contract Manager administrator. and delete content types in Salesforce CrM Content Change Status of multiple leads in a list view Create. such as mass transfer of cases Create. Marketing User. Products show in Offline Specify if products and price books are available in force. Manually assign accounts to territories. Contract Manager.

edit. When you convert to customizable forecasts. 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. Standard User. Solution Manager. Marketing User. Solution Manager. Marketing User. displays your custom sidebar on all pages in Salesforce CrM. Standard User. users with that profile will not see that type of data anywhere. 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. custom profiles that have the “View all Data” permission will get the “View all forecasts” permission. Change ownership of multiple leads in a list view Upload appexchange packages to the appexchange. including: Tab will not be visible Fields of that type will not be visible on other tabs Related lists of that type will not be visible on other tabs Search results will not return records of that type Report data for records of that type will not be available Merge fields of that type will not be available Custom links of that type will not be visible The only exception is within the setup area. a user who does not have the “Read” permission on contacts will still be able to create custom apps that include the Contacts tab. 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. Contract Manager administrator. the “Show Customer Sidebar on all Pages” permission is not available. Send Stay-in-touch update emails Profiles administrator.Salesforce. and delete records Note: If you remove the “Read” permission from a profile. instead of the Salesforce user database View any user’s forecast regardless of the forecast role hierarchy. training & CertifiCation 30 . this permission is only available for customizable forecasts.com Certified administrator – Study guide (Spring ‘11) Permission Name Send Email Functions Controlled Send email to a single contact or lead. Create test drives Username and password authentication is delegated to a corporate database such as active Directory or LDaP. 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.

For more information on permissions. The description can be up to 1. object relationships. Once you have defined a custom report type.000 characters long. Enterprise. see Overview of Profiles. 2. Search Fields The types of records you can search vary according to which edition you have. if you select accounts as the primary object for your custom report type. and fields. then users can view their report results by All Accounts or My Accounts from report builder’s Show drop-down list. Defining Custom Report Types available in: Professional.com Certified administrator – Study guide (Spring ‘11) Section 9-17. • Select the category to store the custom report type in. You can search for information within any of the fields listed below. The Report Type Name is used to refer to the component when using the Web services API. To define custom report types: 1. Click Your Name | Setup | Create | Report Types. The column lists fields searched in both the Sidebar Search and Advanced Search. For example. Click New Custom Report Type. ë Enter the Report Type Label and the Report Type Name field. • After you save a custom report type. even if you do not have permission to view leads. you must define a new custom report type. users can create custom reports from it. • Enter a description for your custom report type. The Report Type Label can be up to 255 characters long. From the Primary Object drop-down list. select the primary object from which you want to build your custom report type. Unlimited. If you want to change the primary object. • The primary object you choose determines the views available to users creating or running reports from your custom report type. 3. leads are available in the Primary Object drop-down list so that you can build lead report types for other users. you can’t change the primary object associated with it. For example. • Select a development status: training & CertifiCation 31 .Salesforce. Report Fields Fields Searched in Both Sidebar Search & Advanced Search Report Name Description Section 9-18. including those you do not have permission to view. • All objects display in the Primary Object drop-down list. 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.

• Next. 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. • A custom report type can contain up to 60 object references. After deploying a custom report type. When entering a name for your custom report type. Tips on Defining Custom Report Types Consider the following when defining custom report types: ▪ ▪ If the primary object on a custom report type is a custom object. and Opportunity Products. the account owner’s manager. as sources of fields via lookup. and that role’s parent role. These objects can be used as the main four objects. ë Choose “Deployed” as the Deployment Status when you want to allow users to create and • Click Next. change the Deployment Status back to “In Development” if you want to make more enhancements to it. if you do a lookup from account to account owner to account owner’s role. for an account. you can get the account owner. such as Accounts. 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. but select no fields from account owner. For example.000 fields to each custom report type. run reports from the custom report type. you cannot save the layout. Accounts will display if they have no contacts. the manager’s role. consider describing that report as This allows you to report on accounts and their contacts.Salesforce. or as objects used to traverse relationships. ▪ training & CertifiCation 32 . • You can add up to 1. For more information. When entering a description for your custom report type. see Managing Deleted Custom Objects and Salesforce Editions and Limits. Furthermore. Each referenced object counts toward the maximum limit even if no fields are chosen from it. all the referenced objects still count toward the limit of 60. Opportunities. giving four related objects.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. For example. Furthermore.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. For example. A counter at the top of the Page Layout step shows the current number of fields included. and the custom object is deleted. considering naming that report Accounts with or without Contacts. if you are defining a custom report type from which users can run reports that include accounts that may or may not have contacts. 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. • A custom report type can contain fields available via lookup through four levels of lookup relationships. salesforce. we also recommend that you clarify how the object relationships affect report results. For example. choose the object relationships a report can display when run from a custom report type. then the custom report type and any reports created from it will automatically be deleted. ▪ 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. if you are defining a custom report type from which users can run reports that include accounts that may or may not have contacts. Contacts. If you have too many fields.

Updating Campaign History available in: Enterprise. and add new fields. and click Save. click Edit next to the campaign name. lead. However. 3.Salesforce. users in your organization can view campaigns. developers cannot remove objects or fields from the report type once the package is released. Section 9-19. 6. only designated Marketing Users with the appropriate user permissions training & CertifiCation 33 .” A developer can edit a custom report type in a managed package after it is released. 7. Change the Status of the individual. 4. or person account with a campaign: 1. or person account. 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. or person account to a campaign and update that individual’s campaign status. View the detail page of the individual associated with the campaign. such as via a phone call to a sales rep. and click Next. However. Unlimited. In the Campaign History related list. lead. Select the campaign. Select the Status of the individual for the campaign. and click Save. click Add Campaign. and Developer editions available for an additional cost in: Professional edition Who has access to campaigns? Depending on your sharing settings. view the advanced campaign setup. Unlimited. lead. Note: The Campaign History related list shows the associated campaigns for a contact. Campaign FAQ available in: Enterprise.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 detail page of the individual you want to link to the campaign. you can manually link a contact. 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. or person account plus the individual’s current status on the campaign. lead. lead. To associate a contact. or person account on an existing campaign: 5. Subscribers automatically receive these changes when they install a new version of the managed package. In the Campaign History related list. 2. Any user can do this via the Campaign History related list on a contact. or run campaign reports. To update the member status for a contact.

com Certified administrator – Study guide (Spring ‘11) can create. Add Members – Import File to add campaign members by importing leads from a comma-delimited text file (. Displaying and Editing Campaigns available in: Enterprise. The following tables describe additional methods to add campaign members. or Cloning individual Campaign Members 50. 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). or delete existing campaign members. editing. 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. update. Can I use mass email for my email campaigns? Mass email is designed for small-scale sales and support mailings. Unlimited.000 per report 50. then selecting one of the following options: ▪ ▪ ▪ ▪ Add Members – Search to add campaign members from a search. In addition. or Cloning individual Campaign Members 50.Salesforce. not for marketing purposes. Edit Members – Search to view. edit.000 per import file 250 per list page 1 Section 9-20. An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.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. 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. We recommend that you use a third-party email-execution vendor to send emails for marketing campaigns. and Developer editions available for an additional cost in: Professional edition User Permissions Needed to view campaign lists: “read” on campaigns training & CertifiCation 34 . Both contacts and leads can be associated with your campaigns as campaign members. Update & Add Members – Import File to edit campaign member status using an import file. and delete campaigns and configure advanced campaign setup.csv). editing.

click one of the tag names to view a list of all records with that tag. click Printable View on the campaign detail page.” or “Attended. click Add Tags or Edit Tags in the Tags area directly under the colored title bar to tag the current record. If the record has already been tagged. contact. or Person Account to Campaigns – Click Manage Members on the campaign detail page to associate leads. including activities. the Campaign Hierarchy related list contains aggregate statistics for a parent campaign and all the campaigns below it in the campaign hierarchy. or person account. Editing Campaigns – To update a campaign. You can click individual items to display additional detail. Tip: If your organization has enabled hover details. you can use the Parent Campaign lookup field to assign a parent to your campaign. You can also click Save & New to save the current campaign and create another. training & CertifiCation 35 . Note: If your organization has enabled inline editing. contacts. attachments. Leads.” Campaign Related Lists – The lower portion of the display provides information related to the campaign. Calculating Campaign Statistics – The campaign detail includes campaign statistic fields. If you have campaign hierarchies enabled. mouse over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page. You can also select a campaign name from the Campaign History related list of an associated lead. To return to the last list page you viewed. click Edit. If your organization has enabled collapsible page sections. click Back to list at the top of the campaign detail page. Use your browser’s Print function to print the display. groups. or roles. 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. Linking Contacts. related list hover links display at the top of each detail page. and the opportunities that resulted from the campaign. you can search for an existing campaign or create a new parent campaign. Sharing – To share a campaign with other users. Note: If enabled by your administrator. click Save. which are updated automatically and include values from all associated records regardless of whether you have read access to those records. campaign hierarchies.” “Responded. click the campaign name to display detailed information.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. The Member Status values are the possible responses that a member can have to the campaign such as “Sent. and then change the fields you want to update. 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. When you’ve finished. you can edit fields directly on the detail page. Printing Campaigns – To view a printable display of all information for the campaign. 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 accounts with a campaign or to update the status of existing campaign members.Salesforce. use the arrow icons next to the section headings to expand or collapse each section on the detail page. Click more at the bottom of the page or View More below a related list to display more items. Creating Campaign Hierarchies – When creating or editing a campaign. Tagging Campaigns – If tags have been enabled. In the lookup dialog. click Sharing. Advanced Setup – Click Advanced Setup to customize the Member Status values for a campaign.

4. Each solution can belong to more than one category. Section 9-23. Customers can also browse published solutions by category in public solutions. case comments. all users with the appropriate permissions can categorize solutions. Unlimited. click Del next to the case on the cases list page. Choose the new Automated Case User by typing his/her full name in the field or by using the lookup icon. Click on Setup | App Setup | Customize | Cases | Support Settings. and solutions are not deleted with the case. Deleting Cases available in: Group. you can browse for and find solutions by category from the Solutions tab or when solving a case. the Self-Service portal. and the Customer Portal. If you undelete the case. The Del link and Delete button do not display for users who do not have the “Delete” permission on cases. or attachment cannot be restored via undelete. can categorize solutions prior to enabling solution categories for the entire organization. case comment. Enterprise. or attachment from a case and then delete the case. Once your solutions are categorized. Once solution category browsing is enabled. all related events and tasks. and attachments are also deleted. 2. task. Associated contacts. accounts. Professional. Enterprise. task. When you delete a case. the event.Salesforce. or click Delete on the case detail page. Note: If you delete an event. Unlimited. and Developer editions User Permissions Needed to categorize solutions: “edit” on solutions Use solution categories to group similar solutions together. and users with the “Manage Categories” permission. case comment. Section 9-22. All automated case actions will now have this new Automated Case User listed on the Case History. This user will be listed on the case history for all actions that are system defined.com Certified administrator – Study guide (Spring ‘11) Section 9-21. Categorizing Solutions available in: Professional. 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. training & CertifiCation 36 . Administrators. What is the Automated Case User used for? The Automated Case User is the user who will be listed in the Case History for all automated case actions in Salesforce. any related items are also restored. Click Edit to change any of the listed support settings. Click Save. and Developer editions User Permissions Needed to delete cases: “Delete” on cases To delete a case. 3. The deleted case is moved to the Recycle Bin. follow these directions: 1.

Select the custom object to display in the custom tab. and Developer editions User Permissions Needed to create and edit custom tabs: “Customize application” To define a new tab to display the data stored in your custom object records: 1. 2. Optionally. Click a tab style to select the color scheme and icon for the custom tab. click Select to add a category to the solution. Repeat until you have added all applicable categories. The categories on a translated solution are synchronized with the categories on the master solution. If a tab style is already in use. The label of the new tab is the same as the plural version of the custom object label. 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. Mouse over the style name to view the tabs that use the style. 3. Click Select Categories in the Solution Categories related list. and Developer editions apex Page tabs available in: Group. View the solution you want to categorize. If you put solutions into only the most relevant categories. Click Hide styles which are used on other tabs to filter this list. Section 9-24. they will be easier for users and customers to find. you have to modify the categories of its master solution. We recommend that you limit the number of categories to which a solution belongs. 4. click Deselect to remove a category from the solution. This related list is not visible unless your administrator has defined and enabled categories. To later remove a category from a solution. Enterprise. Unlimited. a number enclosed in brackets [] appears next to the tab style name. translated solutions inherit solution categories from their master solutions. Click New in the Custom Object Tabs related list. as described in Defining Custom Objects. Click the Tab Style lookup icon to display the Tab Style Selector. Unlimited. 2. click Del in the Solution Categories related list on the solution detail page. training & CertifiCation 37 . To modify a translated solution’s categories. If you haven’t already created the custom object. Click Save. Note: You can create a custom report on solution categories. 4. For more information on how to enable category browsing. Enterprise. click Create a new custom object now and follow the instructions in Defining Custom Objects. In the solution category hierarchy. Professional. Professional. solution category information is not available in list views. Click Setup | Create | Tabs. Creating Custom Object Tabs Custom object tabs and Web tabs available in: Group.Salesforce. To create your own tab style: • Click the Color lookup icon to display the color selection dialog and click a color to select it. 5. If necessary. 1. However.com Certified administrator – Study guide (Spring ‘11) If multilingual solutions is enabled for your organization. 3. see Customizing Solution Settings.

and Developer Edition organizations. Begin creating an event by doing one of the following: • From the Calendar section of the Home tab. and click Next. 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. training & CertifiCation 38 . 8. or Tab Hidden from the drop-down list. 7. • Select a file and click OK. • Alternatively. Specify which fields display to users in the key lists section of the custom object tab home page.com Certified administrator – Study guide (Spring ‘11) • Click Insert an Image. click New Event. Unlimited. To further customize the tab: ▪ ▪ Define the page layout for records displayed in the tab. The New Custom Tab wizard reappears. If the document used for the icon is later deleted. For example. For Enterprise.Salesforce. and click Go! to find a document file name that includes your search term. choose Default On. 9. if the custom object displayed in the custom tab is named Expenses. The page layout controls which fields are visible and editable when users are entering data in the custom tab. • Specify the custom apps that should include the new tab. 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. Default Off. enter a search term. Creating Events available in: All editions User Permissions Needed to create events: “edit events” 1. click Search in Documents. and click Next. an option is added to the Create New drop-down list in the sidebar so users with the “Create” permission can quickly create a new record. and select the image you want to use. • 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 Apply a different tab visibility for each profile and choose Default On. Default Off. • Click Save. Optionally. an Expense option appears in this list. or Tab Hidden from the drop-down list for each profile. select the document folder. Enter a description of the tab. • From the Open Activities related list of an associated record. or Tab Hidden in Tab Visibility to determine whether the custom tab is visible to users with that profile. Default Off. if desired. For Professional Edition organizations. Specify Tab Visibility. click New Event. If you choose Default On or Default Off. • Alternatively. Section 9-25. choose a custom link to use as the introductory splash page when users initially click the tab. 6. Salesforce CRM replaces it with a default multicolor block icon. tab visibility is automatically set to Default On.

and end date and time.Salesforce. start date and time. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. Note that the Check Spelling button must be enabled by your administrator. the maximum number of occurrences is as follows: • Daily: 100 • Weekly: 53 • Monthly: 60 • Yearly: 10 3. Select the frequency of recurrence. Optionally. Alternatively. click on a time to create an event for that time. Optionally. • On the week view or the month view of the calendar.m. Note: If multiday events are enabled for your organization. This topic describes how to complete the Recurrence section on the New Event page. training & CertifiCation 39 . leads. set a reminder on the event by selecting Reminder and choosing how long before the event you want to be reminded. 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. Spell checker does not support double-byte languages. or resources are invited. Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. 5. Once you’ve created the recurring event series. 2. select the users to invite and click New Event. • On a multiuser calendar. Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. click the Add Event Icon ( ) next to a date to create an event on that date. 4. click Save & New Task to save the event and create a new task or Save & New Event to save and create an additional event. such as Japanese. 3. Set the start date and end date. you can create events that last up to 14 days. Optionally. Click Save. Once you’ve created the recurring event series.com Certified administrator – Study guide (Spring ‘11) • On the day view of the calendar. Select the Create recurring series of events checkbox. such as a weekly staff meeting that occurs every Monday at 11:00 a. contacts. 2. click Check Spelling to spell-check the contents of the Description field. 1. click Add Invitees to make the event a group event to which users. Note: Depending on the type of series you’re creating. Enter the details of the event such as subject. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. Optionally.

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

but cannot see any other information about the nature of events in the user’s calendar. training & CertifiCation 41 . such as “Meeting.Salesforce. select Make this the default setting. such as email or Meeting. 3. To create a new task. To save the current state of the checkbox as your personal default. follow these steps: 1. 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. each picklist value can have up to 40 characters. this field is available for Webex customers only. type of the event. click Save & New Task to save the task and begin creating another new task. To get started: • Click New from the My Tasks section of the Home tab. Enter the details of the task: • Tip: To assign independent copies of a new task to multiple users. Click Save. Note that the Check Spelling button must be enabled by your administrator. 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. Checkbox that specifies whether the completed event is visible in the Self-Service Portal. • Click Task from the Create New.. entry describing subject of activity. such as making phone calls or sending mail. this field appears only if multiday events are enabled. time of a planned event. or click Save & New Event to save the task and begin creating an event. Alternatively. Choose a Webex teleconferencing service. click Check Spelling to spell-check the contents of the Comments field.” • Optionally.. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field. 2. this field is for online meetings only. Spell checker does not support double-byte languages such as Japanese.com Certified administrator – Study guide (Spring ‘11) Field Start Description Planned start date and time of event. this field appears only if multiday events are disabled. you can add the current time by clicking the time link next to the field. see “Creating Group Tasks. drop-down menu in the sidebar. • 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.” You can enter a subject or select from a list of previously defined subjects. • Click New Task from the Open Activities related list of an associated record. You can add the current time by clicking the time link next to the field. Section 9-26. additionally. Hide Details – Others can see whether the user is available at given times.

. Enter View Name. select All. to specify the set of records to search. and edit list data. Enter the name to appear in the View drop-down list. depending on the kind of record. create a list view of accounts in your state. or My. or campaigns. My Territories means records associated with territories to which you belong. you can use additional tools to customize. For example. this setting is set to “Hide Details and Add Events. Fill in the following: 1.. 2.. You can create new list views to see a specific set of records such as contacts. My Territory Teams means records associated with either territories to which you belong or territories below you in the territory hierarchy. Note: By default. Specify Filter Criteria Filter by Owner These options vary. 4. account and opportunity list views can be restricted by My Territories or My Territory Teams. Click Setup | Administration | Security Controls | Sharing Rules | Edit. In general. users. Show Details – Users can see detailed information about events in other users’ calendars. 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.com Certified administrator – Study guide (Spring ‘11) 2. To create a new view. Show Details and Add Events – In addition to the sharing levels set by Show Details. users can insert events in other users’ calendars.” Section 9-27.Salesforce. 3. navigate. • If your organization has territory management. click Edit next to the View drop-down list. • Activity list views have several options. You can also create views of contacts. leads with a specific Lead Source. • Price book list views can be restricted by price book. users can insert events in other users’ calendars. Hide Details and Add Events – In addition to the sharing levels set by Hide Details. or cases to use for mass email recipient lists. 2. leads. edit. Select the appropriate drop-down value for “Default Calendar Access. documents. click Create New View at the top of any list page or in the Views section of any tab home page. or opportunities above a particular Amount. There may be additional options: • Lead and case list views can be restricted by queue. To edit or delete any view you created. Creating Custom List Views available in: All editions User Permissions Needed to create custom list views: to create.” To change this setting: 1.. manage. training & CertifiCation 42 . 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.

choose the type of group or role from the drop-down list. role. 3. Alternatively. select Visible to certain groups of users. Note: List views are visible to your customers in the Salesforce CRM customer portal if the Visible to all users radio button is selected for views on objects assigned to customer portal users’ profiles. select the group or role from the list below it. Use the arrows to arrange the fields in the proper sequence. and then share it with the All Internal Users group or a selected set of internal groups and roles. or role including all users below that role to see the custom view. To share the list view. select Visible to certain groups of users. To add or remove fields. Select Fields to Display The default fields are automatically selected. such as Lead Source equals Web.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. Filter by Division If your organization uses divisions to segment data and you have the “Affected by Divisions” permission. To create list views that only your Salesforce CRM users can see. You can display only the fields that are available in your page layout. To see a list view. and Developer Edition users can specify a public group. select a field name and click the Add or Remove arrow. Enterprise.Salesforce. specify whether everyone or just you can see the custom view. When you select a long text area field. You can also use special date values in your filter criteria. Unlimited. Select --Current-. This option is not available in Personal Edition. training & CertifiCation 43 . select the division that records in the list view must match. up to 255 characters are displayed in the list view. you’ll receive an error when attempting to save the list view. Filter by Additional Fields Optionally. specify conditions that the selected items must match. and click Add.to show records in your current working division. Restrict Visibility If you are an administrator or a user with the “Manage Public List Views” permission. You can choose up to 15 different fields to display in your view. 4. users must also have the appropriate “Read” permission on the type of records within the list view. This option is disabled if you aren’t searching all records.

you can manually enter “True” or “False” in the filter criteria. 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. click Back to list at the top of any detail page. and Developer Editions. Activities: Closed Campaigns: Active training & CertifiCation 44 . Click Save. To show all closed/lost opportunities. applies only to tasks. task is still open. not tasks. 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. When creating filter criteria. Unlimited. the task has been closed. the lookup icon automatically displays when you choose to filter on one of the special picklists.Salesforce. enter “Won equals True” as your search criteria. activity is a task. or records owned by or shared with users in roles below you in the role hierarchy. 5. To return to the last list page you viewed. enter “Closed equals True” and “Won equals False. the event is the meeting invite sent to another user for a group event. Filtering on Special Picklist Values The available fields vary according to which Salesforce CRM edition you have. you can view only those fields that are visible in your page layout and field-level security settings. These are special picklists with values of either “True” or “False. you can use special picklist values for your search criteria. the event has a specific time. not events. the event is the original group event assigned to the event host. (Field-level security is available only in Enterprise.) Archived activities are not included in activity list views. note that your administrator may have customized the name of this field. the account is not a partner account or the lead or opportunity owner is not a partner user. In addition. to show all opportunities you’ve won. Campaign is active and can be chosen from various campaign picklists. 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.” Note: If you are creating filter criteria for a report or list view. applies only to events.” For example. records that have been shared with you. this field displays as the person account icon. leads.com Certified administrator – Study guide (Spring ‘11) When implementing a customer portal. Campaign is inactive. activity is an event. the account is a business account. the account is a partner account or the lead or opportunity owner is a partner user.” Alternatively. applies only to events. These are the available fields and their values: Special Picklist Field Value Accounts and contacts: Is Person Account Accounts. the event is marked as an all-day event. that is. The view appears in the View drop-down list so you can access it later. such as in a list view or report or when mass-deleting records. the task Status field has a “Closed” value. such as in the campaign import wizards. Click the lookup icon to choose the value “True” or “False. not an event. not tasks. 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. activity does not have a green sheet.

Case is still open. the contact cannot be included in a mass email recipient list. Product is active and can be added to opportunities in enterprise and Unlimited edition organizations. Product has a default quantity schedule. that is. the partner for the opportunity has been marked as the primary partner. Product has a default revenue schedule. Case has a new comment added by a Self-Service user. the case Status field has a “Closed” value. the lead has been converted. Case has been automatically escalated via your organization’s escalation rule. the Stage field may have a value of the type open or Closed/Lost. the partner for the opportunity has not been marked as the primary partner. the solution has been marked Visible in Self-Service Portal and is visible to Self-Service Portal users. the lead has been viewed or edited at least once by the owner since it was assigned. that is. Case has a comment added by a Self-Service user. the case is open. Solution is not marked Visible in Self-Service Portal and is not visible to Self-Service Portal users. Case does not have a new Self-Service comment. the lead cannot be included in a mass email recipient list. the lead has not been converted. that is.” Case has been closed. the contact is not enabled for Self-Service. the opportunity is closed. the opportunity is still open. the opportunity is closed and won. the lead may receive mass email. the Stage field has a value of the type Closed/Won or Closed/Lost.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 has not been won. the opportunity owner has checked the Private box on the opportunity edit page. that is. Case does not have a Self-Service comment.Salesforce. the contact is enabled to log in to your Self-Service Portal. the lead has not yet been viewed or edited by the owner since it was assigned to that user. Product does not have a default revenue schedule. the Stage field has a value of the type Closed/Won. Cases: Escalated training & CertifiCation 45 . Product does not have a default quantity schedule. the contact may receive mass email. the Private box on the opportunity is not checked. Case has not been escalated. Product is inactive and cannot be added to opportunities. the case Status has a value that is not equivalent to “Closed.

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

com Certified administrator – Study guide (Spring ‘11) ▪ ▪ Analyze which keywords and advertisements are generating leads. In this case. • To create a new presentation. Note: Working with presentations requires Adobe Flash® Player. click the Workspaces tab and then choose Create New | Presentation. When you publish a PowerPoint file. 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. training & CertifiCation 47 . version 9. The assembly tool allows you to create or modify the custom presentation by dragging and dropping individual slides. • To modify a presentation and save it as a new version. clone & customize. 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. If presentation assembly is disabled after presentations have been created. or modify a presentation. In Salesforce CRM Content. it may time out.Salesforce. Enterprise. copy. Creating and Modifying Presentations in Salesforce CRM Content available in: Contact Manager. Salesforce. then easily assembling them in whatever sequence you choose using a simple drag-anddrop assembly tool.11. If you do not have Flash installed. Depending on whether you want to create. we recommend that you assemble the presentation outside of Salesforce CRM Content and then upload it into the appropriate workspace. Salesforce. Salesforce CRM Content can perform a full-text search of each slide and return only slides applicable to your purpose. Professional.0.com provides a link to Adobe’s website where you can download Flash for free. sales opportunities. You can publish the presentation to a public workspace or keep it in your personal content area. you can create a custom Microsoft® PowerPoint presentation by searching for and previewing slides.5 or higher. Unlimited. on the content details page click Clone & Customize.com does not delete existing presentations but they cannot be customized or modified. • To create a new presentation by copying an existing presentation. 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. on the content details page click Edit | Edit Presentation. Group. or you can browse all slides published into your workspaces. To work with presentations: 1. Note: When you create. 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.

The following options help you assemble your presentation: • In search results. When you select a tag it turns green. click Save. Note that any PowerPoint 2007 files in your workspaces do not appear in search results and cannot be assembled into presentations. The Language drop-down list is displayed if multi-language support is enabled. If users restrict their content searches to a particular language. To refine your results. d. Optionally. Drag the desired files or slides from the search results into the assembly section in the lower half of the window. • In search results. c. The My Recent Tags list on the Contribute window shows the 20 tags you have used most recently. Salesforce CRM Content associates your content with your personal language setting. e. 5. b. only content associated with that language is displayed in the search result set. choose a language. Your tagging permission depends on the tagging rule assigned to the workspace: ë If the workspace does not have a tagging rule or if your administrator assigned the open tagging rule. Select a workspace. you must choose from the list of training & CertifiCation 48 . f. hover over a slide and click the presentation icon ( that use that slide. Tag your content. a. You can re-upload the slide if you want the thumbnail to be visible. you can choose from the list of suggested ë If your administrator assigned the restricted tagging rule.Salesforce. click Cancel to return to your starting point. but you can click on them to see the preview in the lower half of the window. • In search results. 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. ë If your administrator assigned the guided tagging rule. Click a suggested tag to add it to the Tags field automatically. hover over a presentation and click the slides icon ( presentation. add or modify the presentation’s description. If you are modifying the presentation. click a file or slide to preview it in the lower half of the window. Note: Some slide thumbnails may not be visible or may only be partially visible. To publish the content on behalf of another author. Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Workspaces tab. ) to view all the slides in the ) to view all the presentations ) to remove that • In the assembly section. hover over a document and click the garbage can icon ( document from the presentation you are assembling. choose Save in my personal workspace. Optionally. you can enter tags in the Tags field. If you do not choose a language. for example if your work is still in progress. 3. When you are done assembling your presentation. Choose Add to presentation or Hide preview as needed. tags or enter a new tag. In the Save or Publish Content dialog: 4. Click a tag to add it to the Tags field automatically. assign or change the presentation’s name. If you do not want the presentation to be visible to other users in your organization. select a specific workspace to search or enter a search term in the text box before clicking either button. suggested tags. choose that author from the drop-down list. • Click Clear at any time to revert your changes. As you type a tag.com Certified administrator – Study guide (Spring ‘11) 2. complete the Reason for Change field.

You can’t have two tags with the same name even if they use different upper and lowercase letters. You can remove tags from a document. The case of the original tag is always used. inc. or publish another file. 94105 United States 1-800-NO-SOFTWARE www. choose one from the drop-down list. return to the Workspaces tab.com owns other registered and unregistered trademarks. Sg_Certifiedadmin_Spring11_2011-03-16 .ë You can’t change or delete tag names. All rights reserved. but that doesn’t delete the tag.com. The content type determines which custom fields appear for you to categorize and define your content. Salesforce. salesforce. and salesforce. h.com and the “no software” logo are registered trademarks of 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. CA. ë Tags are case insensitive. For More Information Contact your account executive to learn how we can help you accelerate your CrM success. Click Publish. inc. You can then view the content details page.salesforce. g.com. Other names used herein may be trademarks of their respective owners. Corporate Headquarters The Landmark @ One Market Suite 300 San Francisco.. If multiple content types are available.

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