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com Certified Administrator
training & CertifiCation
Salesforce.com Certified administrator – Study guide ( Winter ‘11)
Section 1. Section 2. Section 3. Section 4. Section 5. Section 6. Section 7. Section 8. Section 9. Section 9-1. Section 9-2. Section 9-3. Section 9-4. Section 9-5. Section 9-6. Section 9-7. Section 9-8. Section 9-9. Section 9-10. Section 9-11. Section 9-12. Section 9-13. Section 9-14. Section 9-15. Section 9-16. Section 9-17. Section 9-18. Section 9-19. Section 9-20. Section 9-21. Section 9-22. Section 9-23. Section 9-24. Section 9-25. Section 9-26. Section 9-27. Section 9-28. Section 9-29. Section 9-30. Purpose of this Study Guide ...........................................................................................1 Audience Description: Salesforce.com Certified Administrator .................................1 About the Exam................................................................................................................2 Recommended Training ..................................................................................................2 Exam Outline ....................................................................................................................2 Sample Exam Questions..................................................................................................6 Answers to Sample Exam Questions..............................................................................8 Maintaining a Certification .............................................................................................8 Supplemental Study Material.........................................................................................8 Security and identity Confirmation ..........................................................................................................8 Customizing Your Display.............................................................................................................................10 enabling Custom fiscal Years ......................................................................................................................10 Managing email templates..........................................................................................................................11 Managing record types................................................................................................................................13 Setting field-Level Security .........................................................................................................................13 Custom field types .........................................................................................................................................14 Mapping Custom Lead fields .....................................................................................................................16 Changing the Label of a Standard object .............................................................................................17 User fields ...........................................................................................................................................................18 transferring records .......................................................................................................................................21 Setting Up Web-to-Lead ...............................................................................................................................22 exporting Backup Data..................................................................................................................................23 refreshing Dashboard Data ........................................................................................................................25 Scheduling a Dashboard refresh ..............................................................................................................25 general Permissions .......................................................................................................................................27 Search fields ......................................................................................................................................................30 Defining Custom report types ..................................................................................................................30 Updating Campaign History .......................................................................................................................32 Displaying and editing Campaigns ..........................................................................................................34 Deleting Cases...................................................................................................................................................35 What is the automated Case User used for?.........................................................................................35 Categorizing Solutions ..................................................................................................................................35 Creating Custom object tabs .....................................................................................................................36 Creating events .................................................................................................................................................37 organization-Wide Default Sharing rule for Calendar access ......................................................40 Creating Custom List Views .........................................................................................................................41 enabling territory Management................................................................................................................45 google adWords ..............................................................................................................................................45 Creating and Modifying Presentations in Salesforce CrM Content ............................................46
training & CertifiCation
Salesforce.com Certified administrator – Study guide ( Winter ‘11)
This study guide is designed to help you evaluate whether you’re ready to successfully complete the Salesforce.com Certified Administrator exam. This guide provides information about recommended training from Salesforce.com Training and Certification, a complete list of exam objectives, supplemental study material, and several sample exam items—all with the intent of helping you achieve a passing score. Salesforce.com highly recommends a combination of course attendance and self-study to maximize your chances of passing the exam.
Purpose of this Study Guide
The Salesforce.com Certified Administrator exam is intended for an individual who has experience performing as a Salesforce CRM administrator, including practical application of the skills and concepts noted in the exam outline below. The candidate has successfully completed the Administration Essentials course (ADM 201) from salesforce.com or an Authorized Training Center or possesses the equivalent experience and knowledge. The candidate also has invested time in studying the materials from this course and the additional required study materials provided by salesforce.com. The candidate may administer only a few of the Salesforce CRM applications, but should have a general knowledge of the breadth of applications, the features/functions available to an end user, and the configuration and management options available to an administrator across the sales force automation, marketing automation, and service/call center applications. The candidate should be capable of performing administration functions and using Salesforce CRM features as described in the exam objectives in the current version of Salesforce CRM applications. The candidate should be able to perform the tasks outlined in the exam objectives successfully. These include (but are not limited to) the administrative features of the items listed below. The candidate should be able to:
Audience Description: Salesforce.com Certified Administrator
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Configure identity confirmation/login restrictions Configure user interface settings Configure the Company Profile Customize profiles; create custom fields Work with standard objects, business processes, and field-level security Create/modify: • Dependent picklists • Lookup fields • Formula fields • Roll-up summary fields • Page layouts • Record types Set security and access rights, including organization-wide defaults, roles, role hierarchy, sharing rules, public groups, Sales, Account, and Case teams, and folders Set up Workflow and Workflow Approval processing Perform data validation and use data utilities, including the Data Loader and Mass Delete Configure/use standard reports, custom reports, and custom report types
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training & CertifiCation
Salesforce.com Certified administrator – Study guide ( Winter ‘11)
▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
Configure/use dashboards and dashboard components Print and export reports; email and schedule reports and dashboard refresh Set up Marketing campaigns, campaign hierarchies, lead queues, assignment rules, and Web-to-lead and auto-response rules Configure campaign measurement, campaign influence, and lead conversion Set up Salesforce Console functionality and navigation Configure custom objects, applications, and tabs Install/uninstall packages from the AppExchange Manage tasks, events, public calendars, and multiday events Cases, case hierarchies, case queue, Web-to-case, and email-to-case Case escalation and auto-response rules and assignment rules Solutions and solution categories Self-service portal Client management, territory management, and advanced currency management setup Products and price books
The candidate should be able to describe the capabilities of:
The Salesforce.com Certified Administrator exam has the following characteristics: Content: 60 multiple-choice/multiple-select questions Time allotted to complete the exam: 90 minutes Passing score: 67 percent References: No hard-copy or online materials may be referenced during the exam. Prerequisites: None required; course attendance highly recommended
About the Exam
Salesforce.com Training and Certification recommends the following course as preparation for this exam: Administration Essentials (ADM 201). To register, go to: http://www.salesforce.com/training
The Salesforce.com Certified Administrator exam measures a candidate’s knowledge and skills related to the objectives listed below. A candidate should have hands-on experience administering Salesforce CRM and have demonstrated the application of each of the following features/functions.
Salesforce CRM Overview
Describe the software-as-a-service (SaaS) model List and describe the different Salesforce applications List and describe the standard objects
training & CertifiCation
Salesforce.com Certified administrator – Study guide ( Winter ‘11)
Identity Confirmation (setting login restrictions)
Describe the identity Confirmation feature Describe the differences between logging in through the aPi versus the Ui explain the concept of Login Hours and Login iP ranges add and delete an iP range Describe the methods to allow access to the application
Navigation – User Interface (UI) Settings
identify specific areas of the Salesforce Home tab Configure Search settings for your organization Customize the tabs a user can access or select from tab settings Locate, identify, and explain the Ui features an administrator controls
List what information is included in the Company Profile List the places where Currency is specified Describe the effect of changing your company’s default time Zone, Currency, Locale, and Language Describe the effect of enabling the Custom fiscal Year setting Create and manage letterheads and email templates
Describe a Profile explain what a Profile controls List the Standard Profiles List the features available for managing profiles evaluate when to create a Custom Profile explain the differences between a Custom field and a Standard field List the different types of Custom fields Set up a Custom field Map Custom Lead fields re-label a Standard object List objects for which you can enable fields History tracking Define the dependencies when using a Dependent Picklist Create and modify a Dependent Picklist Describe the capabilities of Custom Lookup fields Create and modify a Lookup field Describe the capabilities of formula fields Create and modify a formula field Describe roll-up Summary fields Create and modify a roll-up Summary field Describe the elements within a Page Layout Create and modify a Page Layout Create, customize, and print a List view Customize a related List Describe how to use record types Create and modify a record type List the objects that require a business process explain how field-Level Security affects page layouts and visibility Set up field-Level Security
training & CertifiCation
com Certified administrator – Study guide ( Winter ‘11) Security & Access List the information captured on the User record Create and maintain User records explain the record owner concept Describe the elements of the Sharing model Describe the scope and capabilities of organization-Wide Defaults explain how access is granted through the role Hierarchy Set up organization-Wide Defaults Describe the use of roles Build a role Hierarchy assign users to roles Mass-transfer records from one user to another List the objects that may have Sharing rules Build Sharing rules Share records manually Describe the use cases of Public groups and where to use them Compare and contrast Sales with account teams List the places to use folders Describe how folder access differs from record access Create folders to organize and provide access to data 13% Workflow explain how Salesforce implements Workflow and when to use Salesforce Workflow List and describe use cases for the four Workflow actions explain the capabilities and settings of a Workflow rule Describe the differences between immediate and time-dependent Workflow actions Set up a Workflow rule and associated actions 5% Workflow Approval Processing Define the basics of the Workflow approval Process Compare and contrast the approval Processes versus Workflow List the differences between the Jump Start Wizard and the Standard approval Process Wizard explain how to route approvals Create. modify. 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 ( Winter ‘11) Data Utilities (continued) Mass Delete records Describe the capabilities of the recycle Bin request and download a weekly export explain how Salesforce allocates storage 5% Analytics Describe the administrative restrictions on Standard reports run a Standard report Create a Custom report Search for Custom reports and Dashboards explain the differences among report types explain Custom report types Create charts to display report results Use advanced filter criteria to narrow report results Create Custom Summary formulas for Summary reports Choose settings for Conditional Highlighting Describe the capabilities and purpose of a Dashboard List Dashboard component types Create a Dashboard and add components to it Print and export reports email and schedule reports and Dashboard refresh Define running User and how it affects the Dashboard results 13% Marketing Administration Define a Campaign Describe when to use Campaign Hierarchies Create a Campaign targeting both existing customers and new Leads List the features used to create an automated Campaign List the methods to associate Leads and Contacts to a Campaign Describe how to use Lead Queues to manage Leads Describe how to use a Lead assignment rule to assign and route Leads Describe the use cases for Web-to-Lead Describe the functionality of a Lead auto-response rule Build a Lead Queue.Salesforce. 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 . assignment rule. Web-to-Lead.
escalation rules. including Business Hours. The following questions are representative of those on the Salesforce. These questions are not designed to test your readiness to successfully complete the certification exam.com Certified administrator – Study guide ( Winter ‘11) Service & Support Administration (continued) Configure the settings and rules for Case processing. The actual exam questions may be more or less difficult than this set of questions. Sample Exam Questions training & CertifiCation 6 .Salesforce. but should be used to become familiar with the types of questions on the exam. Applications. assignment rule. Web-to-Case. & Tabs Describe a Custom object Describe the types of relationships that can exist between objects Create a Custom object Describe a Custom object tab and a Web tab Create a Custom object tab Create a Web tab Describe a Custom app Create a Custom app 7% The AppExchange Describe the appexchange Describe the characteristics of Managed Packages install a package Uninstall a package 2% Activities Compare and contrast tasks and events Manage Public Calendars and resources identify and describe the activity Settings Describe the capabilities of Multiday events 2% Advanced Configuration Options Describe the Client Management feature Describe the territory Management feature Describe advanced Currency Management 5% Section 6. and corresponding auto-response rule Describe use cases for Case teams 5% Salesforce Console Describe the functionality of the Salesforce Console Describe the components of the Console tab Set up the Salesforce Console navigate within the Salesforce Console 2% Custom Objects. 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.com Certified Administrator exam.
What must an Administrator do to enable Advanced Currency Management for an organization? A. C. E. 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. Which profile is a standard Profile? (Select all that apply. An administrator changed the organization’s default language from English to Spanish. C. 3. Purchase Unlimited Edition licenses Request a feature license from salesforce.Salesforce. C. D.) A. A single user Multiple users The record owner The record creator A Sales team role An Account team role training & CertifiCation 7 .) A.com Certified administrator – Study guide ( Winter ‘11) 1. B. Refresh their browser. Which feature does Salesforce CRM provide for restricting login access to the application? (There are three correct answers.com Enable Customizable Forecasting Enable Multiple Currencies 6. D. Time-dependent workflow will not work with which type of workflow evaluation criteria? A. Change their language personal preference to Spanish. then log in again. D. D. C.) A. C. F. D. Profile-based IP restrictions Organization-wide IP restrictions Profile-based login hour restrictions Organization-wide login hour restrictions 2. What must end users do to see this change? A. B. Who may be assigned a workflow task? (There are five correct answers. Sales User Marketing User Invoice Manager Contract Manager 4. Nothing—they’ll see the application in Spanish immediately. C. B. B. D. B. B. Logout.
or the Data Loader. 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. If login hour restrictions are specified for the user’s profile. Maintaining a Certification Section 9. C. A. D 1.com professionals will be notified automatically when new release content and exams become available. B 5. any login outside the specified hours is denied. Organization-Wide Trusted IP Address List For all users. E.com Certified administrator – Study guide ( Winter ‘11) Section 7. Salesforce CRM confirms the login is authorized as follows: ▪ ▪ ▪ Salesforce CRM checks whether the user’s profile has login hour restrictions. If profile-based IP address restrictions aren’t set. Force. training & CertifiCation 8 . After 1 year. Supplemental Study Material Profile-Based Login Hours and IP Addresses For each profile. Force. If IP address restrictions are defined for the user’s profile. Maintaining a certification requires successful completion of release-level certifications for the major Salesforce CRM releases throughout the year. along with the associated exams. C Answers to Sample Exam Questions 6. When users log in to Salesforce.Salesforce. the API.com Connect Offline.com Certified Administrator exam. please study the material in the ADM 201 Administration Essentials student manual and this supplemental material. any login from an undesignated IP address is denied and any login from a specified IP address is allowed. or a desktop client such as Force. you can set the hours when users can log in and the IP addresses from which they can log in. D. B. C 3. Salesforce CRM then checks whether the user’s profile has IP address restrictions. Security and Identity Confirmation To help protect your organization’s data against unauthorized access. you can set a list of IP address ranges from which they can log in. Section 9-1. F Section 8. All certifications include access to new release content for subsequent releases. B.com Connect for Office.com Connect for Outlook. D 4. 2. the login is allowed. you can restrict users’ ability to log in to Salesforce CRM by customizing User Profiles and your organization’s list of trusted IP addresses. either via the user interface. for 1 year.com Connect for Lotus Notes. Force. Note that this material is complementary to the ADM 201 Administration Essentials course materials and does not cover the same material. The following information is drawn from Help & Training in Salesforce CRM and is provided as supplemental study material. Certified salesforce. A. In preparing for the 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. there is a maintenance fee of $100 to keep the certification current for the following year.
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. A security token is an automatically generated key from Salesforce CRM. 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 . Users can obtain their security token by changing their password or resetting their security token via the Salesforce UI. Tips on Setting Login Restrictions Consider the following when setting login restrictions: ▪ ▪ ▪ ▪ When a user’s password is changed. If single sign-on is enabled for your organization. Salesforce CRM must verify the user’s identity: ▪ ▪ For access via the user interface. For access via the API or a client. the user’s security token is automatically reset. 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. For example. • If the user’s login is from neither a trusted IP address nor a browser with a Salesforce cookie. users must add their security token to the end of their password to log in. 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. 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. if a user’s password is mypassword. if the security token is enabled for your organization. For more information on API login faults. or has the password reset. 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. Salesforce CRM sends a new security token to the email address on the user’s Salesforce CRM record. 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. 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. Whenever a login is blocked or returns an API login fault. the single sign-on authority usually handles login lockout policies for users with the “Is Single Sign-On Enabled” permission. The security token is valid until a user resets the security token. Furthermore. Tip: It’s recommended that you obtain your security token via the Salesforce UI from a trusted network prior to attempting to access Salesforce CRM from a new IP address. the login is allowed.com Certified administrator – Study guide ( Winter ‘11) • If the user’s login is from an IP address in your organization’s trusted IP address list. However.Salesforce. the login is blocked. the activation link expires and users must repeat the activation process to log in. When a user changes his/her password or resets the security token. Partner portal and customer portal users aren’t required to activate computers to log in. After 24 hours. if their profile has IP address restrictions set. and the security token is XXXXXXXXXX.com Web Services API Developer’s Guide. changes the password. then the user must enter mypasswordXXXXXXXXXX to log in.
Customizing Your Display available in: All editions Click Setup | My Personal Information | Change My Display to change various personal display options. Click Save when finished. Select the dashboard to use and click Save. Select an object from the drop-down list and click Customize My Pages to customize your display. set the start and end times to the same value. 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. Click Save. change the display order if desired. Set the days and hours when users with this profile can use the system. select a related list title in the Selected List box and click the Up or Down arrow. The link to customize your Home tab is available only if your administrator has customized your home page layout to include a dashboard. set which related lists display on your detail pages.Salesforce. You can: ▪ Click Customize My Tabs to change which tabs display when you log in or. Add each tab you want to display. The hours are exact times based on the Default Time Zone of the company as specified at Setup | Company Profile | Company Information.com Certified administrator – Study guide ( Winter ‘11) Setting Login Hours Permission Needed: “Manage Users” You can set the hours when users with a particular profile can use the system. ▪ Note: Your personal related list customization may change if your administrator alters the page layout for a particular tab. if you have multiple apps. to change which tabs display in each app. Click Edit in the Login Hours related list. For all other tabs. For your Home tab. Note: The first tab that displays when you select an app may change if your administrator changes the app’s default landing tab. Enabling Custom Fiscal Years If your fiscal year definition is not met by a standard fiscal year. 5. 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. Select “None” for the start and end times to allow users to be logged in at any time. To change the order of the related lists. you can enable custom fiscal years that will let you define a more complex and flexible fiscal year structure. training & CertifiCation 10 . Section 9-3. customize the dashboard snapshot that displays on the Home tab. By default. the system ends the user’s session when the restricted hours begin. To add or remove related lists. 4. and click Save. To prohibit users from using the system on a specific day. you’ll see the tabs that are set for your profile. Note: Before enabling custom fiscal years. 2. 3. 1. Note: If a user logs in before the restricted hours. Section 9-2. Click Setup | Manage Users | Profiles and select a profile. select a related list title and click the Add or Remove arrow. 6. make sure you’ve exported any data related to fiscal periods.
Actual b. where the content of a template can contain information from multiple records. and attached files. Click Enable Custom Fiscal Years. 2. Enabling custom fiscal years impacts your reports. Visualforce email templates allow for advanced merging with a recipient’s data. Section 9-4. This change will affect opportunities and forecasts organization-wide. define your fiscal year. Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead.” All these email templates can include text. 4. Text – All users can create or change text email templates. If you understand the effects of enabling custom fiscal years and you’ve exported all your data. If you aren’t certain you want to enable custom fiscal years.Salesforce. Select Custom Fiscal Year. HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. You can use email templates when you send an email from the Activity History related list of a record and when you send mass email. See “Creating Visualforce Email Templates. You must either know HTML or obtain the HTML code to insert in your email template. 4. 2. quotas. Warning: Custom fiscal years cannot be disabled once enabled.com Certified administrator – Study guide ( Winter ‘11) To enable custom fiscal years: 1. We suggest you generate weekly export data because changing the fiscal year will cause fiscal periods to shift. forecasts. Optionally. click OK. and other date-sensitive material. 3. Managing Email Templates available in: All editions Mass email not available in: Personal and Group editions HtML email not available in: Personal edition User Permissions Needed to create or change HtML email templates: to create or change public email template folders: “edit HtML templates” “Manage Public templates” You can create four different types of email templates: 1. click Cancel. 5. Visualforce – Administrators and developers can create templates using Visualforce. generate weekly export data. Do not enable custom fiscal years unless you understand and are prepared for all the implications. 3. Once you’ve enabled custom fiscal years. training & CertifiCation 11 . 6. Back up your current data. merge fields. a. Run and export these reports to Excel: • Opportunity Pipeline • Quarterly Forecast Summary • Quota vs. Click Setup | Company Profile | Fiscal Year.
If you select an image logo or other graphic file.com Certified administrator – Study guide ( Winter ‘11) To manage your personal email templates. • Click Preview to view a sample of the template markup populated with data from your records. Click Delete to remove the template. Click Clone to clone a template. From any Email Templates page: ▪ The Visualforce Attachments related list indicates which attachments are being generated through Visualforce markup. the author is the person who created the email template. choose an option from the File Location drop-down list to select a file from your computer or from a document folder. make sure the document is marked as Externally Available on the Documents tab so all email recipients can view the image. or merge fields. You can also send an email preview. For Visualforce templates: • Click Edit Template to change the markup of the template page. If you leave the text-only version blank. • Alternatively. subject. ▪ Click Attach File from the Attachments related list to add an attachment to the template.Salesforce. For custom and HTML templates: • Click Edit HTML Version to change the content or merge fields of the HTML version. Salesforce CRM automatically creates the text-only content based on the current HTML version. click Setup | Email | My Templates. For more information. For more information.com recommends that you leave the text-only version blank. click Setup | Communication Templates | Email Templates. you can click [Change] next to the Author field to select a different author. Note: Salesforce. see “Understanding Dependencies. The attached file is included in every email that uses the template. Email templates used in the following features must be both public and active: ▪ ▪ ▪ ▪ ▪ ▪ ▪ Web-to-Lead Web-to-Case Email-to-Case or On-Demand Email-to-Case Assignment rules Escalation rules For text templates. the text-only version is automatically generated when you edit the HTML version. • Click Edit Text Version to change the content or merge fields of the text-only version.” If “Developer Mode” is enabled.” 12 ▪ ▪ ▪ ▪ training & CertifiCation . click Edit to change the message content. If you have the “Manage Public Templates” permission. edits to the HTML version are not reflected in the text-only version. Note: All custom and HTML email templates include a text-only version for recipients who are unable to read HTML emails. If you have permission to manage public email templates. click Show Dependencies to see what components the template references. Initially. see “Cloning Email Templates. To select a file: • Click the Search in Documents link to search for files in the Documents tab. When you leave the text-only version blank. If you choose not to leave the text-only version blank and instead manually create a text-only version.
custom links. picklist values. 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. Setting Field-Level Security ▪ ▪ Section 9-6. and page layouts to different users based on their profiles. and Developer editions User Permissions Needed to create or change record types: “Customize application” Record types let you offer different business processes. and solution processes: opportunity Stage.com Connect Offline. You can change the name of this record type. The fields users see on detail and edit pages are a combination of page layouts and field-level security settings. and Developer editions User Permissions Needed to set field-level security: “Customize application” You can define which fields users can access. for example: ▪ ▪ Create record types for opportunities to differentiate your regular sales deals from your professional services engagements. You cannot delete all the record types for an object if the object is referenced in an Apex Code script. search results. lead processes. reports. email and mail merge templates. the Salesforce CRM customer portal.Salesforce. list views. Create record types for cases to display different page layouts for your customer support cases versus your billing cases. Unlimited. the field-level security overrides the page layout and the field will be read only for the user. and when synchronizing data or importing personal data. Force. support processes. Person accounts are account records to which a special kind of record type has been assigned. A default person account record type named “Person Account” is automatically created when person accounts are enabled for your organization. Managing Record Types available in: Enterprise. The most restrictive field access settings of the two always apply. These record types are called person account record types. For example. and solution Status.com Certified administrator – Study guide ( Winter ‘11) Section 9-5. and offer different picklist values for each. and you can create additional person account record types. Field-level security settings let administrators restrict users’ access to view and edit specific fields on detail and edit pages and in related lists. the Salesforce CRM partner portal. available in: Enterprise. You cannot deactivate a record type if it is in use by an email routing address for Email-to-Case or OnDemand Email-to-Case. Important: The following user permissions override field-level security: ▪ ▪ “Modify All Data” “View All Data” 13 training & CertifiCation . Unlimited. if a field is required in the page layout and read only in the field-level security settings. Record types can be used in various ways. Lead Status. Person account record types allow contact fields to be available on the account and allow the account to be used in many situations as if it were a contact. case Status.
use “true” for checked values and “false” for unchecked values. Do one of the following: • To set field-level security for all fields on a particular profile: ë Select Setup | Manage Users | Profiles. hidden. 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. ▪ ▪ Note: Roll-up summary and formula fields are always read only on detail pages and are not available on edit pages. Section 9-7. To define field-level security: 1. allows users to check a box. Note: These field access settings apply throughout Salesforce CRM. This process reduces the number of page layouts for you to maintain. • To set field-level security for a particular field on all profiles: ë Select Setup | Customize. Universally required fields always display on edit pages regardless of field-level security. in lookup dialog search results. 20 of which are reserved for prefix or suffix text. After setting field-level security for users based on their profiles. indicating a true or false attribute of a record. ë Click Set Field-Level Security. Verify users’ access to fields by checking the field accessibility grid. The settings also override any lessrestrictive field access settings on the page layouts. and then click Edit. you can: ▪ Create page layouts to organize the fields on detail and edit pages. Specify whether the fields should be visible. read only. and then click Fields. 3. ë In the Field-Level Security section.com Certified administrator – Study guide ( Winter ‘11) ▪ “View Encrypted Data” You can define field-level security from a profile or from a particular field. 2. Click Save. ë Select a profile to change the field access for users with that profile. and in the key lists on tab home pages. the import wizards and the weekly export tool use “1” for checked values and “0” for unchecked values. then use page layouts primarily to organize detail and edit pages within tabs. When using a checkbox field for a report or list view filter. Below is a description of each custom field type. Tip: Use field-level security as the way to restrict users’ access to fields.Salesforce. Set the fields that display in search results. or editable (visible without read only) for users based on their profile. training & CertifiCation 14 . click View next to the tab you want to modify. The relationship group wizard lets you create and edit relationship groups regardless of field-level security. They also may be visible to users even though they reference fields your users can’t see. click a tab or activity link. the maximum length of any auto-number field is 30 characters. Field Type Auto Number Checkbox Description automatically assigns a unique number to each record. Custom Field Types The first step in creating a custom field is choosing the type of the field. ë Select the field you want to modify.
Salesforce. custom phone fields are displayed with the button.com uses the round half even tie-breaking rule for currency fields. this is treated as a real number and any leading zeros are removed. −22. and does not run any force. 12. note that you can’t use custom email addresses for mass emails. Note: Salesforce. you can create a custom hierarchical relationship field to store each user’s direct manager. and the lookup field is not required in the page layout. Note: Salesforce. Salesforce. for example.5 becomes −22. a lookup relationship has no effect on record deletion or security. allows users to enter a date or pick a date from a popup calendar and enter a time of day. Lookup relationship fields to campaign members are not available. 12. Number allows users to enter any number. a runtime error occurs. for example. for more information on relationships.35 and −12. this can be useful if you export data to excel or another spreadsheet. training & CertifiCation 15 . Picklist allows users to select a value from a list you define. You can create lookup relationship fields that link to users.com sets the lookup field to null. Consequently. 23. not the number of decimal of spaces specified in the number field configuration. although you can create a master-detail relationship field on a custom object that links to a standard object.345 becomes 12. they can also add the current date and time by clicking the date and time link next to the field. Phone allows users to enter any phone number.5 becomes 24. you can then display a related list to show all of the records that are linked to it. Lookup relationship fields are not available in Personal edition. Email Formula Hierarchical Relationship Creates a hierarchical lookup relationship between users. Note: if you are using the Service Cloud’s call center. the system automatically formats the field as a currency amount. Values lose precision after 15 decimal places. ‘10’. allowing click-to-dial functionality. see overview of relationships. the system automatically adds the percent sign to the number. allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself.com Certified administrator – Study guide ( Winter ‘11) Field Type Currency Description allows users to enter a currency amount. see overview of relationships. the time of day includes aM or PM notation. allows users to automatically calculate values based on other values or fields such as merge fields. for more information on relationships. and you add a percent sign to the number. or custom objects. See entering Phone numbers.com uses the round half up tie-breaking rule for number fields. 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.35 and −12. available for custom objects only. if a lookup field references a record that is deleted.com rounds numbers referenced in merge fields according to the user’s locale. or roll-up summary fields. salesforce. 22. Salesforce. Creates a relationship between two records so you can associate them with each other. lookup relationship fields from campaign members to other objects are available. however. for example. you can limit the data by specific dates and times using any custom date field.345 becomes 12. in reports. if this field is specified for contacts or leads. and −23.34.345 becomes −12. you can limit the data by specific dates using any custom date field. a lookup relationship creates a field that allows users to click a lookup icon and select another record from a popup window. workflow rules.5 becomes −24.5 becomes 22. Note: Salesforce. standard objects. users can choose the address when clicking Send an email. allows users to enter an email address.com recommends that you do not use a custom phone field for fax numbers. which is validated to ensure proper format. Lookup Relationship Master-Detail Relationship Creates a relationship between records where the master record controls certain behaviors of the detail record such as record deletion and security.com automatically formats it as a phone number. in reports. Note: if the decimal value is greater than 15. Values lose precision after 15 decimal places.345 becomes −12.34. Percent allows users to enter a percentage number. for example.Salesforce. on the associated record.com (apex) triggers. validation rules. Date Date/Time allows users to enter a date or pick a date from a popup calendar. for example. See Building formulas and operators and functions.com uses the round half up tie-breaking rule for numbers in formula fields. for example.
that is. training & CertifiCation 16 . inclusive of all the formatting and HtML tags. allows users to enter any combination of letters. add a numbered or non-numbered list. or opportunity field into which you want the information inserted when you convert a lead. these fields display each value separated by a semicolon. contact. the maximum field size is 32. you can specify how you want that custom information converted into custom account. modify alignment. and opportunity fields.com Certified administrator – Study guide ( Winter ‘11) Field Type Picklist (Multiselect) Roll-Up Summary Description allows users to select more than one picklist value from a list you define. the toolbar allows the user to undo. ë You can map fields of type Text or Text Area to long text area fields. the information from the standard lead fields is inserted into standard account. You can set a maximum length. any length from 256 to 32. note that every time you press Enter within a long text area field. Click Save. You can set the length of this field type to a lower limit. • Remember to map custom lead fields to other custom fields of the same data type. underline. However. a line break and a return character are added to the text. for example. map numeric lead fields to other numeric fields or long text area fields to other long text area fields. choose a custom account. if desired.000 characters is allowed. and Developer editions User Permissions Needed to map lead fields: “Customize application” When you convert a qualified lead. or symbols that are stored in encrypted form. allows users to enter any combination of letters. For each custom lead field. the UrL will open in a separate browser window. With the use of a toolbar. note that only the first 50 characters are displayed on the record detail pages. jpeg and png file types are supported. allows users to enter up to 255 characters of any valid website address. contact salesforce. Mapping Custom Lead Fields available in: Group. If your organization has custom lead fields. users can format the field content and add images and hyperlinks.Salesforce. this data type is not available for activities or products on opportunities. bold. or symbols. Text Text (Encrypted) Text Area Text Area (Long) Text Area (Rich) URL Section 9-8. add a hyperlink. To specify the mapping for custom lead fields: 1. to enable encrypted fields for your organization. redo. see Using rich text area fields. Professional. You can set a maximum length of up to 175 characters. allows users to enter up to 255 characters that display on separate lines similar to a Description field. There are some exceptions: ë You can map between text and picklist fields. When users click on the field. or opportunity fields. and outdent.com. a custom account field called “total number of guests” displays the number of guest custom object records in the guests related list for accounts. numbers.000 character limit. Unlimited.000 characters. minimum. contact. numbers.000 characters that display on separate lines similar to a Description field. indent. contact. allows users to enter up to 32. upload or link to an image. automatically displays the record count of related records or calculates the sum. up to 255 characters. strike-out. italicize. for more information. Enterprise. only gif. or maximum value of related records. Select Setup | Customize | Leads | Fields | Map Lead Fields. your data may become truncated if the mapped text field is not large enough to hold the entire lead picklist value. the maximum size for uploaded images is 1MB. these 2 characters count toward the 32. 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.
please follow the instructions at the end of this message. and opportunity. will automatically reflect the new terminology you define. Note: You cannot rename the Forecasts tab. training & CertifiCation 17 . Campaigns. Titles and descriptions of all standard email templates will continue to use the standard object names even if you change them. Which standard application terminology can be renamed? Only the following standard tabs and objects can be renamed: Accounts.com disable this feature): Renaming salesforce. all references to “accounts” will be changed automatically to “companies. and release communications. Partners. Note: If you change the data type of any custom field used for lead conversion. ë Roll-up summary fields are not available for mapping lead fields of converted leads. Section 9-9. currency. if your lead currency field has a length of 3 and 2 decimal places. if you rename Accounts to Companies. Text Area. You will need to rename each tab manually. • Remember to map custom lead fields of type Number. Price Books. Currency. or Picklist. Products. support.com wants to make sure you’re aware of this limitation before we activate the feature for your organization. In other words.com’s standard application terminology will have some implications on your Salesforce CRM administration and your users’ experience in the application. map it to another custom currency field with a length of 3 and 2 decimal places. Salesforce. that lead field mapping will be deleted. Cases. For example. object. and Solutions. Assets. Contracts. ë Do not map custom formula fields to other formula fields or any other type of field. 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. • Any standard lead picklist fields that are blank are mapped to the default picklist values for the account. especially in the areas of help.” Please note that all Administrator Setup pages will continue to use standard Salesforce CRM names even if you change them. Documents. or Percent to other number. and field names show up within the application? All Salesforce CRM pages accessible by your end users. all labels and sentences on these pages will be automatically reconstructed to reflect your new terminology. Opportunities.Salesforce. or percent fields of exactly the same length and decimal places. For example. contact. Titles and descriptions of all standard reports will continue to use the standard object names even if you change them. Contacts. Leads. If you’re ready to move ahead with this feature. Where will the new tab. training. Changing the Label of a Standard Object Here are some considerations involving renaming standard fields and tabs (you can still open a case and have salesforce.com Certified administrator – Study guide ( Winter ‘11) ë You can map auto-number fields to fields of type Text. 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. Please review the information below in detail.
Up to 40 characters are allowed in this field. This limitation should be an important consideration in deciding whether to rename Salesforce CRM’s standard terminology. page layouts.Salesforce. Some fields are only displayed to administrators when creating or editing users. Here’s a description of the fields (in alphabetical order) that make up a user’s personal information in Salesforce CRM. Up to 8 characters are allowed in this field. User who created the user. forecasts. 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. training & CertifiCation 18 . 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. For example. reports. indicates whether the user is allowed to use customizable forecasting. available only for organizations that use multiple currencies. 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. Up to 40 characters are allowed in this field. your users will first see a new overview page when they click on our online help links. Field Accessibility Mode Active Address Admin newsletter Alias Allow Forecasting Api Token Call Center City Company Contact Country Created By Currency Default Currency ISO Code Description Checkbox that enables or disables a user interface mode designed for visually impaired users. however. User Fields The available fields vary according to which Salesforce CRM edition you have. This new page will provide the mapping between Salesforce CRM’s standard names and your renamed terminology. reports. including creation date and time. if you already have a custom email template titled “Account Health Check. Company name where the user works. views. the name of the call center to which this user is assigned. If your organization renames tab and object names. Shown only in organizations using multiple currencies. record types. and communication templates. Street address for a user. Salesforce CRM will let you point our context-specific help links on each end-user page to your own online help. (read only) User’s default currency for quotas. administrative checkbox that enables or disables user login to the service. Up to 255 characters are allowed in this field.com. and reports.com Certified administrator – Study guide ( Winter ‘11) ▪ Any customizations you previously implemented where you used the standard Salesforce terminology will need to be changed manually. Short name to identify a user on list pages. Country portion of the user’s address. In addition. This list includes but is not limited to custom fields. opt in to receive administrator-targeted promotional emails from salesforce. name of the associated contact if the user is a partner user. you can also create your own online help and user documentation. this must be one of the active currencies for the organization. this field is not available if your organization has disabled your choice to receive emails from salesforce. indicates whether an aPi token has ever been reset.com. and other pages where the entire name does not fit. City portion of the user’s address. User’s default currency setting for new records. Section 9-10. Salesforce.” you’ll have to change it to “Company Health Check” to reflect your new terminology.
2:00 PM). for example. for example. available only for organizations that use multiple currencies. date/time. and ISO-2022-JP are useful for Japanese users. for example. this field is especially useful for creating hierarchical workflow rules and approval processes without having to create additional hierarchy fields. by default. group that user works for. the new record is assigned to the existing record’s division. whereas in the english (United Kingdom) locale. the default division is not used. this user can also approve approval requests for users. their personal locale. 14:00). as displayed on the user edit page. but is not supported by some older email software. Up to 80 characters are allowed in this field. fax number for a user. times in the english (United States) locale display using a 12-hour clock with aM and PM (for example. leads. Character set and encoding for outbound email sent by a user from within Salesforce. EUC-JP. Up to 40 characters are allowed in this field. this field establishes a hierarchical relationship. preventing you from selecting a user who directly or indirectly reports to himself/herself. training & CertifiCation 19 . available at Setup | My Personal Information | Personal Information. for Personal and group edition users. overrides the organization setting.com Certified administrator – Study guide ( Winter ‘11) Field Default Division Description Division that is applied. first name of a user. this field is only visible to organizations that have Visualforce enabled. identifying number for a user. not available in Personal edition or group edition. Company division to which user belongs. and Unlimited edition. unless he or she explicitly sets a different division. Country or geographic region in which user is located. Bob Johnson in the english (United States) locale displays as Bob Johnson. Depending on the approval process settings. this setting does not restrict the user from viewing or creating records in other divisions. (read only) Last name of a user.Salesforce. the primary language for the user. time of day a user generally stops working. the Locale setting also affects the first and last name order on Name fields for users. Salesforce CrM lets you inactivate users who are referenced in the Manager field. the locale is set at the organization level via Setup | Company Profile | Company Information. to all new accounts and leads created by the user. When users create records related to an account or other record that already has a division.com. Up to 80 characters are allowed in this field. dates in the english (United States) locale display as 06/30/2000 and as 30/06/2000 in the english (United Kingdom) locale. Users can change their division at any time. enables development mode for creating and editing Visualforce pages. such as Customer Support. Manager Lookup field used to select the user’s manager. ISO8859-1 represents all Latin characters and should be used by english-speaking users. the value used to identify a user for federated authentication single sign-on. the organization’s Display Language applies to all users. available only in organizations that use divisions to segment their data. Up to 40 characters are allowed in this field. and contacts. for all other users. enterprise. Shift_JIS. Used to define the times that display in the user’s calendar. the default currency for all currency amount fields in the user record. whereas the Chinese (China) locale displays the name as Johnson Bob. UTF-8 (Unicode) represents all characters for all the world’s languages. Up to 80 characters are allowed in this field. all text and online help is displayed in this language. the Locale setting affects the format of date. indicates the type of user license. in organizations using Professional. a user’s individual Language setting overrides the organization’s Default Language. as displayed on the user edit page. Employee Number End of day Fax Federation ID First Name Information Currency Language Last Login Last Name User License Locale Date of last login. Note: Unlike other hierarchy fields. they display using a 24-hour clock (for example. Delegated Approver Department Development Mode Division Email Email Encoding User lookup field used to select a delegate approver for approval requests. PC Sales group. email address of a user. Must be a valid email address in the form: jsmith@acme. and number fields.
if selected. Users in arizona should select the setting with “america/Phoenix. including modification date and time. Up to 80 characters are allowed in this field. time of day a user generally starts working.com offline. administrative checkbox that indicates whether a user has access to use force. disable the checkbox for all your users. (read only) Combined first and last name of a user. Up to 20 characters are allowed in this field.com. State or province portion of a user’s address. Mobile Configuration the mobile configuration assigned to the user. allocates one Salesforce CrM mobile license to the user. the Mobile User checkbox is enabled by default for Unlimited edition users. and delete campaigns and configure advanced campaign setup. workspaces. User who last changed the user fields. available in Developer. tags.com Certified administrator – Study guide ( Winter ‘11) Field Marketing User Description Checkbox that indicates whether a user has access to create. specifies that a user with Salesforce CrM Content subscriptions will receive email notifications if activity occurs on his or her subscribed content. administrative field that specifies the position of a user within an organization. Phone number of a user. this field is not available if your organization has disabled your choice to receive emails from salesforce. to prevent users from activating Salesforce CrM on their mobile devices before you’re ready to deploy Salesforce CrM mobile in your organization. if no mobile configuration is specified. Up to 40 characters are allowed in this field. available in enterprise and Unlimited editions only. specifies that the user will receive email notification whenever he or she executes apex Code that surpasses more than 50 percent of allocated governor limits. Listing of custom links for users as set up by your administrator. workspaces. edit.” and users in parts of indiana that do not follow Daylight Savings time should select the setting with “america/indianapolis. amount of disk storage space the user is using. to receive real-time email alerts. granting the user access to Salesforce CrM’s mobile capabilities. to receive email. tags. such as Western region Support Manager. to use the campaign import wizards. Used to define the times that display in the user’s calendar. Checkbox that specifies if the user was created via self-registration to a customer portal. Up to 20 characters are allowed in this field. Mobile Mobile User Cellular or mobile phone number. if selected.” Modified By Name Newsletter Offline User Phone Self-Registered via Customer Portal Profile Receive Salesforce Content Daily Digest Receive Salesforce Content Email Alerts Role Salesforce Content User Send Apex Warning Emails Start of day State/Province Time Zone Title Used Space Custom Links Username Zip/Postal Code Job title of a user. this field defaults to the mobile configuration assigned to the user’s profile. or authors. Primary time zone in which a user works. the number of user records with this checkbox enabled cannot exceed the total number of mobile licenses in the organization. which can be changed by an administrator. Zip code or postal code portion of a user’s address. administrative field that defines a user’s permission to perform different functions within the application. as displayed on the user detail page. specifies that a user with Salesforce CrM Content subscriptions will receive a oncedaily email summary if activity occurs on his or her subscribed content. select this checkbox and do not select the Receive Salesforce Content Daily Digest checkbox. Up to 80 characters are allowed in this field. not available in Personal edition or group edition. administrative field that defines the user’s login. administrative checkbox that indicates whether a user has access to use Salesforce CrM Content. roles are selected from a picklist of available roles.Salesforce. training & CertifiCation 20 . this field is only visible to organizations that use Salesforce CrM to manage mobile configurations.com. and Unlimited editions only. if selected. 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). opt in to receive user-targeted promotional emails from salesforce. enterprise. or authors. the user must also select the Receive Salesforce Content Email Alerts checkbox. Up to 40 characters are allowed in this field.
you can: • Select the Transfer open opportunities. Optionally. Select the checkbox next to each record you want to transfer. 2.” 9. Choose Setup | Data Management | Mass Transfer Records. make sure the new owner has sharing access and at least “Read” permissions to the record you’re transferring and all associated records. Click Transfer. Choose Find to look for records that match. 8. check the box in the column header to select all currently displayed items. you can transfer from users or queues. some associated items that are owned by the current record owner are also transferred to the new owner. If your organization uses divisions. 10. you can transfer to users or queues. For example. fill in the name of new record owner. 3. 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. checkbox to set the division of all transferred records to the new owner’s default division. 5. 4. 6. Unlimited.. Optionally. Transfer of Associated Items When you change record ownership. • Select the Transfer open cases. When transferring accounts. • Select the Keep account teams checkbox if you want to maintain the existing account team associated with the account. Before transferring a record. Fill in search conditions that the records you’re transferring must match. Enterprise.. checkbox if you want to transfer open opportunities owned by other users that are associated with the account. Deselect this checkbox if you want to remove the existing account team associated with the account.. you could search accounts in California by specifying “Billing State/Province equals CA. select the Change division. Click the link for the type of record to transfer. fill in the name of the existing record owner in the Transfer from field.. 11. training & CertifiCation 21 . For leads. This option applies only to closed opportunities owned by the account owner... 7. • 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. For leads. Professional. closed opportunities owned by other users aren’t changed. Transferring Records available in: Group.com Certified administrator – Study guide ( Winter ‘11) Section 9-11. checkbox if you want to transfer open cases that are owned by the existing account owner and associated with the account.Salesforce. Note: Mass transfers do not trigger workflow rules. • Select the Transfer closed opportunities checkbox if you want to transfer closed opportunities associated with the account. In the Transfer to field.
all amounts will be captured in your corporate currency. open activities are not transferred. if you set up response rules to use different email templates based on the information submitted. notes. The new owner may need to manually share the transferred accounts and opportunities as necessary to grant access to certain users.com Certified administrator – Study guide ( Winter ‘11) Record Accounts Associated Items that are Also Transferred Contacts (on business accounts only). To select the fields to include on your Web-to-Lead form. 2. Leave this option blank if you don’t wish to send emails when no response rules apply. Professional. • For organizations using multiple currencies. Click Edit to enable or modify the following Web-to-Lead settings: Web-to-Lead Setting Web-to-Lead Enabled Default Lead Creator Default Response Template Description enables Web-to-Lead. 3. use the Add and Remove arrows to move fields between the Available Fields list and the Selected Fields list. open opportunities owned by the current account owner.” Note: auto-response rules are not available in group edition. open activities. or sales teams is removed. 5. the default response template is used when no response rules apply. 4. closed opportunities and open opportunities owned by other users. this template must be marked as “available for Use. the Campaign Member Status field) if you’re using Web-to-Lead as part of a campaign. add the Lead Currency field if you add any currency amount fields. Tip: Use a custom multiselect picklist to allow potential customers to express interest in several products. Click Setup | Customize | Leads | Web-to-Lead. Unlimited. Leads Access to Transferred Items When transferring accounts and their related data in Professional. Unlimited. Click Save. training & CertifiCation 22 . and Developer editions User Permissions Needed to set up Web-to-Lead: “Customize application” To set up Web-to-Lead: 1. • Be sure to select the Campaign field (and optionally. Use the Up and Down arrows to change the order of the fields on your form. sharing rules. and optionally. click Create Web-to-Lead Form. Section 9-12. all previous access given by manual sharing. this user must have the System administrator profile or the “Modify all Data” and “Send email” permissions. attachments. Setting Up Web-to-Lead available in: Group. When transferring leads to a queue. otherwise. the user who will be listed as the creator of online leads and who will appear as the sender of email responses. open activities. Enterprise. Any relevant sharing rules are then applied to the data based on the new owners. Enterprise.Salesforce. and Developer Editions. the default response template to use for the email response that is automatically sent to prospects when they submit an online lead. To create and generate a Web-to-Lead form.
You can export all your organization’s data into a set of comma-separated values files.com. Click Finished. 6. the Default Lead Creator (specified in the Webto-Lead setup) will receive an email containing the additional lead information. 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. training & CertifiCation 23 . This permission is granted by default only to the System Administrator profile because of the wide visibility it enables.” and are changed to “Read” only when the lead owner views or edits that lead.Salesforce. Copy the generated HTML code and provide it to your company’s Webmaster so he or she can incorporate it into your Web site. contact salesforce. To sign up for the Data Export Service. Salesforce CRM runs field validation rules before creating records submitted via Web-to-Lead and only creates records that have valid values. In addition. Users can select the My Unread Leads list view to quickly locate all their new leads. Don’t forget to remove it before releasing the Web-to-Lead page to your Web site. Section 9-13. Specify the complete URL to which users should be directed after they submit their information. add the line <input type=”hidden” name=”debug” value=”1”> to your code.com Certified administrator – Study guide ( Winter ‘11) • For organizations using record types on leads. 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. 7. 8. Note: If you give a user the “Weekly Data Export” permission. If you want to test the Web-to-Lead form. 9. Exporting Backup Data available in: Enterprise. The source of your Web-to-Lead form is always in your personal language. If your organization exceeds its daily Web-to-Lead limit. All universally required fields must have a value before a record can be created via Web-to-Lead. This URL could be a “thank you” page or your company’s home page. if a new lead cannot be generated due to errors in your Web-to-Lead setup. Customer Support is notified of the problem so we can help you correct it. If your organization uses the translation workbench or has renamed tabs. all new leads are marked as “Unread. All leads generated from your Web site are initially marked with the “default status” specified by the Lead Status picklist. select the language for the form labels displayed on your Web-to-Lead form. which is needed to export data. Also. select the Lead Record Type field if you want users submitting Web-generated leads to select a specific record type. Note: The format for date and currency fields captured online is taken from your organization’s default settings. Default Locale and Currency Locale. 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. This line redirects you to a debugging page when you submit the form. For Web leads that are generated as part of a campaign. and click Generate.
1. you can include all data in your export file. • If your organization uses divisions. all account fields are included in the account data.Salesforce. 5. Salesforce CRM may require users to pass a user verification test to export data from their organization. text-entry test helps prevent malicious programs from accessing your organization’s data. Select the desired encoding for your export file. • If your organization uses person accounts and you’re exporting contacts. Depending on the encoding selected. This functionality may be useful if you plan to use your export files for importing or other integrations. the contact data only includes the fields shared by contacts and person accounts. users must type the two words displayed on the overlay into the overlay’s text box field and click the Submit button. 2. The Schedule Export option lets you schedule the export process for weekly or monthly intervals. If you’re running the export now. This option is only available if a week has passed since your last export. data from all divisions is included in the export. We recommend that you include all data if you’re not familiar with the terminology used for some of the types of data. click Save. Note the following: • Formula and roll-up summary fields are always excluded from exports. If you’re scheduling your export.com Certified administrator – Study guide ( Winter ‘11) If your organization is configured for data export. 7. it will be deleted. person account records are included in the contact data. if you want your export data to include attachments. 6.. CAPTCHA is an acronym that stands for “Completely Automated Public Turing Test To Tell Computers and Humans Apart. 3. and time of day for your scheduled export. The Export Now option prepares your files for export immediately. This simple. start and end dates. zips them into one archive. You can follow the link in the email or use the Data Export link to download a zip file of your backup data. as opposed to an automated program. You have 48 hours to download the zip file from this page. has correctly entered the text into the overlay. Salesforce CRM creates CSV files of your data. If you scheduled the export. click Start Export.. Also. select the frequency. and emails you when the file is ready. If desired. Select Replace carriage returns with spaces if you want your export files to have spaces instead of carriage returns or line breaks. Select Include attachments. Note: For security purposes. To pass the test. • If your organization uses person accounts and you’re exporting accounts. indicate who should be notified by email when the backup files are ready. you may have to make adjustments to the export file before viewing it. training & CertifiCation 24 . Click Setup | Data Management | Data Export and Export Now or Schedule Export. you can generate backup files manually once every 6 days or schedule them to generate automatically at weekly or monthly intervals. Note that the words entered into the text box field must be separated by a space. after that. Salesforce CRM uses CAPTCHA technology provided by reCaptcha to verify that a person.” Tip: Any automated processes that process the export files should rely on the column headings in the CSV files. rather than the position of the columns. 4. However. Select the types of data to include in your export.
Additional refreshes submitted during a refresh and up to 1 minute after the completion of a refresh are ignored. you can send an email notification to yourself and other users that includes the dashboard in HTML format. Furthermore.. 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. the dashboard data refreshes for anyone else in your organization that has access to that dashboard. users view the most current data. When dashboard data is refreshing. select a dashboard from the View Dashboard drop-down list. 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. after a refresh completes. Click Refresh to replenish your dashboard with the most recent data. giving all users who can view the dashboard access to data they might not be able to see otherwise. weekly. Note: Enterprise and Unlimited Edition users can schedule dashboard refreshes. Enterprise. Click Refresh and choose Schedule Refresh. 3. 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. Unlimited. 2.. field at the top right corner of the dashboard. or monthly so that you can work in Salesforce CRM without having to wait for the most recent data to refresh. click Refresh again. Professional. When you refresh a dashboard. You can leave the dashboard and perform other functions in Salesforce CRM while the data refreshes. To schedule a dashboard refresh: 1. training & CertifiCation 25 . On the Dashboards tab. • Click Others... a Refreshing Dashboard field displays at the top right corner of the dashboard.Salesforce. You can only send dashboard refresh notifications to email addresses included on Salesforce user records.. The user in the Running User field determines the dashboard’s level of access to data.com Certified administrator – Study guide ( Winter ‘11) Section 9-14. Refreshing Dashboard Data available in: Group. the notification displays text that includes a link to the dashboard in Salesforce CRM. If necessary. from the drop-down button. to send an email that includes the refreshed dashboard to additional users.. Users can view the dashboard after they log in. the refresh automatically stops. If your dashboard data does not refresh after 10 minutes. This functionality bypasses all security settings. Section 9-15. In email applications that do not support HTML.
If you schedule a dashboard to refresh on a specific day of every month. • In the Preferred Start Time drop-down list. from the drop-down button. and you schedule a dashboard to refresh every day at 2:00 PM. • Your preferred start time may not be available if other users have already selected that time to refresh a dashboard.Salesforce. For example. The dashboard refresh runs within an hour of the time you select in the Preferred Start Time drop-down list. if you select 2:00 PM as your preferred start time. 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.. click Setup | Monitoring | Scheduled Jobs. When you click the Daily. then the dashboard will only refresh on months that have 31 days. Click Delete. Schedule the dashboard refresh: • In the Frequency field. the dashboard will only refresh on months that have that specific day. select the frequency at which the dashboard refreshes. Tips on Scheduling a Dashboard Refresh Consider the following when scheduling a dashboard refresh: Your organization is limited to no more than 200 scheduled dashboard refreshes. Click Save to schedule the dashboard refresh.. the dashboard ▪ ▪ training & CertifiCation 26 . or Monthly fields. link to choose a preferred start time for the dashboard refresh. Select the dashboard that has a scheduled refresh you want to delete from the View Dashboard drop-down list on the Dashboards tab. more options display that allow you to refine the frequency criteria. The scheduled refresh is permanently deleted and not sent to the Recycle Bin. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day. 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. then the dashboard will refresh every day at 2:00 PM Pacific Standard Time.com Certified administrator – Study guide ( Winter ‘11) 4. 2. Enterprise Edition users can schedule up to one dashboard refresh per hour per day. For example. Tip: Optionally. • In the Start and End fields.. To view the All Scheduled Jobs page. If you want a dashboard to refresh on the last day of every month. To delete a scheduled dashboard refresh: 1. Click Refresh and choose Schedule Refresh. choose “last” from the On day of every month drop-down list. 3. if you schedule a dashboard to refresh on the 31st day of every month. if the Time Zone field on your user record is set to Pacific Standard Time.. Dashboards refresh in the time zone of the user who schedules the refresh. For example. Click Del to permanently delete all instances of the scheduled dashboard refresh. specify the dates during which you wish to schedule dashboard refreshes. click the Find available options. Weekly.
Standard User. Tips on Dashboard Refresh Notifications Consider the following when scheduling dashboard refresh notifications: ▪ ▪ ▪ ▪ Dashboard refresh notifications may not display properly in Microsoft Outlook 2007. Solution Manager. contacts. Other users cannot access dashboards in your personal folders. Users can click any dashboard component in a dashboard refresh notification to view the report the dashboard component represents. and delete reports. save. they view the notifications when the email clients are not connected to the Intern ▪ ▪ Section 9-16. Contract Manager administrator administrator administrator administrator Create and Customize Reports View the reports tab. users can click the name of the dashboard to log in to Salesforce CRM and view the dashboard directly. read only. Solution Manager. the dashboard must be in a public folder with access granted to others.com Certified administrator – Study guide ( Winter ‘11) ▪ may refresh any time between 2:00 PM and 2:59 PM. In HTML-formatted dashboard refresh notifications. After users receive dashboard refresh notifications in their email clients. edit. To send a dashboard refresh notification to other users. To view the report that a table or metric dashboard component represents. create. Contract Manager administrator. Standard User. Dashboard components that include S-controls may not display in dashboard refresh notifications. Marketing User. Create. create. and opportunities Profiles administrator. Users must log in to Salesforce CRM to view S-control data displayed in real time.Salesforce. General User Permissions Permission Name Activate Contracts Approve Contracts Convert Leads Functions Controlled Change contract status to activate. run. and delete contracts apply an approved status to a contract Convert leads into accounts. Marketing User. View dashboards based on reports Create AppExchange Packages Create Workspaces Delete Activated Contracts Download AppExchange Packages Create appexchange packages Create Salesforce CrM Content workspaces Delete contracts regardless of status. edit. 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. depending on how many other dashboards are scheduled to refresh at that time. Contract Manager administrator. activate. Note that users must log in to Salesforce CRM to view the report the dashboard component represents. users must click the name of the first column on the table or the metric label. Contract Manager administrator. and edit contracts install or uninstall appexchange packages from the appexchange training & CertifiCation 27 . General Permissions The following table shows the general permissions associated with each standard profile.
this permission is not available for customizable forecasts. Standard User. Marketing User. Standard User. custom profiles that have the “edit forecasts” permission will get the “edit Personal Quota” and “override forecasts” permissions. Marketing User. Standard User. and delete solutions that are accessible to the public on your self-service portal or Web site. Solution Manager. Marketing User. and delete tasks Export Reports Use the Export Details to Excel and Printable View links to export reports to excel Import Leads Import Personal Contacts import leads and update campaign history using import wizards import personal accounts and contacts Import Solutions Mange Analytic Snapshots import solutions for the organization Set up and schedule analytic snapshots to run (also requires the “Schedule Dashboards. Marketing User. Standard User. When you convert to customizable forecasts. Solution Manager. Contract Manager administrator. Categorize solutions Manage Cases administrator Manage Content Permissions Manage Content Properties Manage Content Types Manage Leads Manage Published Solutions administrator administrator administrator administrator administrator. Perform actions on multiple cases in a list view.Salesforce. Marketing User. Edit Opportunity Product Sales Prices enable users to change the sales price on products Edit Personal Quota Change your individual quota. Set up email-to-Case. this permission is only available for customizable forecasts. Solution Manager. Solution Manager. Contract Manager administrator. and delete content types in Salesforce CrM Content Change Status of multiple leads in a list view Create. and delete workspace permissions in Salesforce CrM Content Create. edit.” and “View Setup and Configuration” permissions) Set support business hours. edit the Support Settings. Marketing User. Solution Manager. edit. Contract Manager administrator. Solution Manager. Contract Manager administrator. Marketing User. Standard User. edit. Standard User. edit. Contract Manager administrator. Solution Manager. Contract Manager administrator. and delete custom fields in Salesforce CrM Content Create. edit. Standard User. Marketing User. and delete events Profiles administrator.com Certified administrator – Study guide ( Winter ‘11) Permission Name Edit Events Functions Controlled Create. edit. Contract Manager administrator. Solution Manager.”“run reports. Standard User. and delete forecasts. Solution Manager administrator Edit Forecasts Create. Edit Self-Service Users enable and disable contacts for self-service and Salesforce CrM customer portal access Edit Tasks Create. Marketing User administrator. Solution Manager training & CertifiCation 28 . such as mass transfer of cases Create. Contract Manager administrator. edit.
Create and edit account assignment rules. Contract Manager administrator. run reports. Standard User. Marketing User. read only. Create test drives Username and password authentication is delegated to a corporate database such as active Directory or LDaP. Configure organization-wide territory management settings allow users to edit two or more records simultaneously from a list with inline editing Profiles administrator Manage Territories administrator Mass Edit from Lists administrator. Solution Manager. Change ownership of multiple leads in a list view Upload appexchange packages to the appexchange. run Self-Service reports Create and edit territories. Standard User. Contract Manager none Mass Email Send bulk emails to contacts and leads. the “Show Customer Sidebar on all Pages” permission is not available. Standard User. Contract Manager administrator. Solution Manager. View dashboards based on reports Send Email Send email to a single contact or lead. this permission is only available for customizable forecasts. Contract Manager administrator. Solution Manager. Send Stay-in-touch update emails Send Stay-in-Touch Requests Send Stay-in-touch email requests Show Custom Sidebar On All Pages if you have custom home page layouts that include components in the sidebar. if the Show Custom Sidebar Components on All Pages user interface setting is selected. Mass transfer leads via the Mass transfer feature. Products show in Offline Specify if products and price books are available in force. Contract Manager administrator. Standard User. Marketing User. read only. Marketing User. Marketing User. instead of the Salesforce user database Transfer Leads Upload AppExchange Packages Uses Single Sign-On administrator administrator none training & CertifiCation 29 . Standard User. Contract Manager. displays your custom sidebar on all pages in Salesforce CrM.com offline Run Reports View the reports tab. Solution Manager. Solution Manager. Manually assign accounts to territories.Salesforce. Standard Platform one app User administrator. Send mass Stay-in-touch update emails Override Forecasts override your own forecast as well as forecasts for users that report directly to you in the role hierarchy. Standard User. Solution Manager. Marketing User. Marketing User.com Certified administrator – Study guide ( Winter ‘11) Permission Name Manage Self-Service Portal Functions Controlled Set up and maintain Self-Service settings (also requires the “Customize application” permission to modify Self-Service page layouts and delete your organization’s Self-Closed Case Status value). Standard Platform User. Marketing User. Standard User. Contract Manager administrator. Solution Manager. add and remove users from territories.
custom profiles that have the “View all Data” permission will get the “View all forecasts” permission. Unlimited. 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. users with that profile will not see that type of data anywhere. Enterprise. Once you have defined a custom report type. and fields. Profiles administrator Standard Object Permissions For each type of data.com Certified administrator – Study guide ( Winter ‘11) Permission Name View All Forecasts Functions Controlled View any user’s forecast regardless of the forecast role hierarchy. Report Fields Fields Searched in Both Sidebar Search & Advanced Search Report Name Description Section 9-18. When you convert to customizable forecasts. edit. training & CertifiCation 30 . and Developer editions User Permissions Needed to create or update custom report types: “Manage Custom report types” You define custom report types by objects. users can create custom reports from it. The column lists fields searched in both the Sidebar Search and Advanced Search. Section 9-17. and delete records Note: If you remove the “Read” permission from a profile. Defining Custom Report Types available in: Professional. For example. object relationships.Salesforce. this permission is only available for customizable forecasts. Search Fields The types of records you can search vary according to which edition you have. 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. That user will not be able to view the Contacts tab when selecting the custom app that contains it. You can search for information within any of the fields listed below. a user who does not have the “Read” permission on contacts will still be able to create custom apps that include the Contacts tab.
• The primary object you choose determines the views available to users creating or running reports from your custom report type. then users can view their report results by All Accounts or My Accounts from the View drop-down list on the Select Criteria page of the report wizard or on the Report Options of the report. training & CertifiCation 31 . • After you save a custom report type.com Certified administrator – Study guide ( Winter ‘11) To define custom report types: 1. 2. 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. choose the object relationships a report can display when run from a custom report type. Categories are the options in the Select the type of data you wish to report on drop-down list on the first step of the report wizard. leads are available in the Primary Object drop-down list so that you can build lead report types for other users. Next. and the custom object is deleted. If you want to change the primary object. • All objects display in the Primary Object drop-down list. Click Setup | Create | Report Types. The name must be unique so that it can be distinguished from other custom report types in your organization. you must define a new custom report type.Salesforce. select the primary object from which you want to build your custom report type. 6. In addition. Click New Custom Report Type. Enter a name for your custom report type in the Report Type Name field. From the Primary Object drop-down list. 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. 7. Select a development status: • Choose “In Development” as the Deployment Status when first creating your custom report type to hide it from users while you’re designing and testing it. For example. including those you do not have permission to view. 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. Click Next. Making the status “In Development” also prevents all users except those with the “Manage Custom Report Types” permission from creating and running reports from the report type. • Choose “Deployed” as the Deployment Status when you want to allow users to create and run reports from the custom report type. 3. Select a category in which to store the custom report type on the Select the Report Type page of the report wizard. even if you don’t have permission to view leads. then the custom report type and any reports created from it will automatically be deleted. 5. if you select accounts as the primary object for your custom report type. Enter a description for your custom report type. 4. For example. you cannot change the primary object associated with it.
click Add Campaign. and click Save. Updating Campaign History available in: Enterprise. training & CertifiCation 32 . 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. For example.com Certified administrator – Study guide ( Winter ‘11) ▪ When entering a name for your custom report type. or person account with a campaign: 1. ▪ ▪ After deploying a custom report type. lead. In the Campaign History related list. 2.Salesforce. 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. click Edit next to the campaign name. or person account to a campaign and update that individual’s campaign status. View the detail page of the individual you want to link to the campaign. Change the Status of the individual. if you’re defining a custom report type from which users can run reports that include accounts that may or may not have contacts. and click Save. Accounts will display if they have no contacts. Select the Status of the individual for the campaign. 7. change the Deployment Status back to “In Development” if you want to make further enhancements. Furthermore. 4. Any user can do this via the Campaign History related list on a contact. lead. consider describing that report as This allows you to report on accounts and their contacts. lead. 6. To associate a contact. if you’re defining a custom report type from which users can run reports that include accounts that may or may not have contacts. considering naming that report Accounts with or without Contacts. In the Campaign History related list. or person account on an existing campaign: 5. View the detail page of the individual associated with the campaign. when entering a description for your custom report type.” Section 9-19. you can manually link a contact. Unlimited. Select the campaign. we recommend including with or with or without between object names so users can easily understand what data will display in reports run from your custom report type. lead. For example. and click Next. To update the member status for a contact. 3. or person account. such as via a phone call to a sales rep. we recommend that you clarify how the object relationships affect report results.
The following tables describe additional methods to add campaign members. Can I use mass email for my email campaigns? Mass email is designed for small-scale sales and support mailings. Edit Members – Search to view.000 per report 50. How can I track which opportunities resulted from campaigns? Your company’s campaigns typically will target existing customers (contacts) and/or prospective customers (leads). 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 Cloning individual Campaign Members 50. Both contacts and leads can be associated with your campaigns as campaign members. or delete existing campaign members.000 per report 50. Update & Add Members – Import File to edit campaign member status using an import file. Unlimited. then selecting one of the following options: ▪ ▪ ▪ ▪ Add Members – Search to add campaign members from a search. Add Members – Import File to add campaign members by importing leads from a comma-delimited text file (. and delete campaigns and configure advanced campaign setup. not for marketing purposes. An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User. and Developer editions available for an additional cost in: Professional edition Who has access to campaigns? Depending on your sharing settings. or run campaign reports. or person account plus the individual’s current status on the campaign. editing. lead. In addition.com Certified administrator – Study guide ( Winter ‘11) Note: The Campaign History related list shows the associated campaigns for a contact. edit. or Cloning individual Campaign Members 50.csv). Campaign FAQ available in: Enterprise. However. only designated Marketing Users with the appropriate user permissions can create. Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the “Import Leads” permission and “Edit” on campaigns).000 per import file 250 per list page 1 training & CertifiCation 33 . editing. 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. users in your organization can view campaigns.000 per import file 250 per list page 1 Adding Leads to Campaigns Lead Source a report of existing leads a CSV file of new leads a list view of existing leads an individual lead detail page Recommended Campaign Member Tool Maximum Number of Records adding Campaign Members from reports Lead import Wizard adding Contacts or Leads from a List View to a Campaign adding. view the advanced campaign setup.Salesforce. We recommend that you use a third-party email-execution vendor to send emails for marketing campaigns. 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.
Tip: If your organization has enabled hover details. Use your browser’s Print function to print the display. campaign hierarchies. you can search for an existing campaign or create a new parent campaign. Note: If your organization has enabled inline editing. In the lookup dialog. or person accounts with a campaign or to update the status of existing campaign members. Creating Campaign Hierarchies – When creating or editing a campaign. related list hover links display at the top of each detail page. The related lists you see are determined by your personal customization and by any customization your administrator has made to page layouts or your permissions to view related data. Printing Campaigns – To view a printable display of all information for the campaign. including activities. and Developer editions available for an additional cost in: Professional edition User Permissions Needed to view campaign lists: to change campaigns: “read” on campaigns “edit” on campaigns anD Marketing User checked in your user information Displaying Campaigns – Once you’ve located a campaign on the campaigns home or list pages. When you’ve finished. Tagging Campaigns – If tags have been enabled. Advanced Setup – Click Advanced Setup to customize the Member Status values for a campaign. Leads.Salesforce.” Campaign Related Lists – The lower portion of the display provides information related to the campaign. click Add Tags or Edit Tags in the Tags area directly under the colored title bar to tag the current record.” or “Attended. mouse over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page. Unlimited. click Edit. contacts. You can also select a campaign name from the Campaign History related list of an associated lead. click one of the tag names to view a list of all records with that tag.” “Responded. Note: If enabled by your administrator. you can use the Parent Campaign lookup field to assign a parent to your campaign. you can edit fields directly on the detail page. If you have campaign hierarchies enabled. and the opportunities that resulted from the campaign. 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. which are updated automatically and include values from all associated records regardless of whether you have read access to those records.com Certified administrator – Study guide ( Winter ‘11) Section 9-20. Linking Contacts. Editing Campaigns – To update a campaign. the Campaign Hierarchy related list contains aggregate statistics for a parent campaign and all the campaigns below it in the campaign hierarchy. 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. or person account. Click more at the bottom of the page or View More below a related list to display more items. and then change the fields you want to update. or Person Account to Campaigns – Click Manage Members on the campaign detail page to associate leads. The Member Status values are the possible responses that a member can have to the campaign such as “Sent. Displaying and Editing Campaigns available in: Enterprise. Calculating Campaign Statistics – The campaign detail includes campaign statistic fields. attachments. click Save. click Printable View on the campaign detail page. click the campaign name to display detailed information. If the record has already been tagged. You can click individual items to display additional detail. You can also click Save & New to save the current campaign and create another. contact. training & CertifiCation 34 .
Section 9-23. the event. Once your solutions are categorized. and the Customer Portal. and Developer editions User Permissions Needed to categorize solutions: “edit” on solutions Use solution categories to group similar solutions together. groups. click Del next to the case on the cases list page. Click Edit to change any of the listed support settings. Click on Setup | App Setup | Customize | Cases | Support Settings. All automated case actions will now have this new Automated Case User listed on the Case History. including: ▪ ▪ ▪ When a case is automatically assigned using assignment rules When a case is escalated When a case is created online via Web-to-Case To change the Automated Case User. case comments. case comment. and solutions are not deleted with the case. Categorizing Solutions available in: Professional. the Self-Service portal. accounts. Professional.com Certified administrator – Study guide ( Winter ‘11) To return to the last list page you viewed. all related events and tasks. 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. Note: If you delete an event. The Del link and Delete button do not display for users who do not have the “Delete” permission on cases. Unlimited. If you undelete the case. The deleted case is moved to the Recycle Bin. click Back to list at the top of the campaign detail page. case comment. or attachment from a case and then delete the case. This user will be listed on the case history for all actions that are system defined. 4. If your organization has enabled collapsible page sections. and Developer editions User Permissions Needed to delete cases: “Delete” on cases To delete a case. Section 9-21. or attachment cannot be restored via undelete. use the arrow icons next to the section headings to expand or collapse each section on the detail page. task. you can browse for and find solutions by category from the Solutions tab or when solving a case. Each solution can belong to more than one category. and attachments are also deleted. Deleting Cases available in: Group. When you delete a case. Choose the new Automated Case User by typing his/her full name in the field or by using the lookup icon. click Sharing. task.Salesforce. Customers can also browse published solutions by category in public solutions. 3. or roles. follow these directions: 1. Unlimited. Section 9-22. or click Delete on the case detail page. 2. Enterprise. Sharing – To share a campaign with other users. Enterprise. any related items are also restored. training & CertifiCation 35 . Associated contacts. Click Save.
Professional. 3. click Create a new custom object now and follow the instructions in Defining Custom Objects. Click Hide styles which are used on other tabs to filter this list. Unlimited. Select the custom object to display in the custom tab. Click Select Categories in the Solution Categories related list. For more information on how to enable category browsing. Click Setup | Create | Tabs.com Certified administrator – Study guide ( Winter ‘11) Administrators. If multilingual solutions is enabled for your organization. all users with the appropriate permissions can categorize solutions. and users with the “Manage Categories” permission. 2. Repeat until you have added all applicable categories. 1. Once solution category browsing is enabled. Enterprise. This related list is not visible unless your administrator has defined and enabled categories. a number enclosed in brackets  appears next to the tab style name. as described in Defining Custom Objects. 4. 4. training & CertifiCation 36 . click Deselect to remove a category from the solution. To later remove a category from a solution. solution category information is not available in list views. Creating Custom Object Tabs Custom object tabs and Web tabs available in: Group. Professional. and Developer editions apex Page tabs available in: Group. Click Save. can categorize solutions prior to enabling solution categories for the entire organization. The categories on a translated solution are synchronized with the categories on the master solution. 5. Enterprise. you have to modify the categories of its master solution. To modify a translated solution’s categories. see Customizing Solution Settings. they will be easier for users and customers to find. Mouse over the style name to view the tabs that use the style. We recommend that you limit the number of categories to which a solution belongs. Unlimited.Salesforce. In the solution category hierarchy. click Select to add a category to the solution. If necessary. View the solution you want to categorize. If you put solutions into only the most relevant categories. However. click Del in the Solution Categories related list on the solution detail page. If you haven’t already created the custom object. Section 9-24. and Developer editions User Permissions Needed to create and edit custom tabs: “Customize application” To define a new tab to display the data stored in your custom object records: 1. The label of the new tab is the same as the plural version of the custom object label. translated solutions inherit solution categories from their master solutions. If a tab style is already in use. 2. Click a tab style to select the color scheme and icon for the custom tab. Click New in the Custom Object Tabs related list. 3. Note: You can create a custom report on solution categories. Click the Tab Style lookup icon to display the Tab Style Selector.
if desired. 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. The New Custom Tab wizard reappears. To further customize the tab: ▪ ▪ Define the page layout for records displayed in the tab. choose a custom link to use as the introductory splash page when users initially click the tab. 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. 9. and select the image you want to use. click Search in Documents. enter a search term. Salesforce CRM replaces it with a default multicolor block icon. choose Default On. select the document folder. For Enterprise. 6. • Click Insert an Image. • Specify the custom apps that should include the new tab. Specify Tab Visibility. and click Next. tab visibility is automatically set to Default On. Default Off. Begin creating an event by doing one of the following: training & CertifiCation 37 . Default Off. 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. or Tab Hidden from the drop-down list. and click Go! to find a document file name that includes your search term. an Expense option appears in this list. • Click Save. • Select a file and click OK. or Tab Hidden from the drop-down list for each profile. Enter a description of the tab.Salesforce. and click Next. • Alternatively. For example. 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. To create your own tab style: • Click the Color lookup icon to display the color selection dialog and click a color to select it. If the document used for the icon is later deleted. Specify which fields display to users in the key lists section of the custom object tab home page. Unlimited. 8. Creating Events available in: All editions User Permissions Needed to create events: “edit events” 1. • 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. 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. If you choose Default On or Default Off.com Certified administrator – Study guide ( Winter ‘11) Optionally. Optionally. and Developer Edition organizations. Section 9-25. For Professional Edition organizations. 7. • Alternatively. Default Off. or Tab Hidden in Tab Visibility to determine whether the custom tab is visible to users with that profile. select Apply a different tab visibility for each profile and choose Default On.
Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. or resources are invited. Note: Each occurrence in a series of recurring events can’t last longer than 24 hours. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. Spell checker does not support double-byte languages. set a reminder on the event by selecting Reminder and choosing how long before the event you want to be reminded. Click Save. Optionally. such as a weekly staff meeting that occurs every Monday at 11:00 a. click on a time to create an event for that time. click Save & New Task to save the event and create a new task or Save & New Event to save and create an additional event. 2. Select the Create recurring series of events checkbox. 4. such as Japanese. select Create recurring series of events to specify how often the event repeats. you can create events that last up to 14 days. 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 the frequency of recurrence. • On a multiuser calendar. • From the Open Activities related list of an associated record. click New Event. • On the week view or the month view of the calendar. leads. Optionally. This topic describes how to complete the Recurrence section on the New Event page.m. Note: Depending on the type of series you’re creating. click New Event. you can extend the length of individual occurrences beyond 24 hours if multiday events are enabled. click Check Spelling to spell-check the contents of the Description field. Once you’ve created the recurring event series. contacts. Note: If multiday events are enabled for your organization. 2. • On the day view of the calendar. Optionally. the maximum number of occurrences is as follows: • Daily: 100 • Weekly: 53 • Monthly: 60 • Yearly: 10 training & CertifiCation 38 . 3. Note that the Check Spelling button must be enabled by your administrator. Alternatively. 1. 5. Once you’ve created the recurring event series. click the Add Event Icon ( ) next to a date to create an event on that date. start date and time. Optionally.Salesforce.com Certified administrator – Study guide ( Winter ‘11) • From the Calendar section of the Home tab. select the users to invite and click New Event. click Add Invitees to make the event a group event to which users. Enter the details of the event such as subject. and end date and time.
text note describing the event. Checkbox that specifies whether the event lasts all day. available in enterprise. available only for organizations that use multiple currencies. this field is for online meetings only. optional field that allows users invited to a group event to enter a note when they accept or decline the event. Set the start date and end date. cases. Division to which the activity belongs. out of office. (read only) Location of the event. However. users with sharing access to the record can click it to view more details. users with sharing access to the record can click it to view more details. exported data files will always contain private events. Picklist that determines how this event appears when another user views your calendar: busy. opportunity. available only in organizations that use divisions to segment their data. Description Division Duration Email End Event Record Type Last Modified By Location Meeting Number Meeting Password Meeting Type Phone Private Related To Response Show Time As training & CertifiCation 39 .com Certified administrator – Study guide ( Winter ‘11) 3. including modification date and time. campaigns. to assign the event to another user. this field is for online meetings only. indicates whether users other than the event owner can see the event details when viewing the event owner’s calendar. the event is assigned to the creator. or choose a date from the calendar that displays when you put your cursor in the field. this field appears only if multiday events are disabled. or custom object. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field. contracts. or contacts. the record that the event is associated with. the activity belongs to the global division. or custom object. this field cannot be set for group events or when adding or modifying an event in another user’s calendar. enter a user’s name or select a user with the lookup icon. this option is not available when you associate the event with a lead instead of a contact. Link used to attend an online meeting. Private events cannot be associated with opportunities. User who last changed the event. the phone number of the contact or lead associated with the 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. additionally. otherwise. name of the field that determines what picklist values are available for the record. assigned owner of the event. leads. Unlimited. You can enter the name of the person or use the lookup icon to select the name. such as an account. Event Fields Field Activity Currency All Day Event Assigned To Attendee URL Contact or Lead Created By Date Description the default currency for all currency amount fields in the activity. this field is for online meetings only. Webex meeting type. and Developer editions. if any. Contact or lead associated with the event. including creation date and time. or free time. User who created the event. the email address of the contact or lead associated with the event. 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. (read only) Planned date of the event. By default. this value is automatically inherited from the related account. this field is not available in Personal edition. amounts display in the activity currency and are also converted to the user’s personal currency. enter the password that meeting attendees should use to log in to the online meeting. lead. this field can hold up to 32KB of data. this field is for online meetings only and is not available for trial meetings. Planned end date and time of the event. this field is automatically filled in with the value from the corresponding contact or lead record. the number identifying the meeting.Salesforce. this field appears only if multiday events are enabled. this field is not available in Personal edition. this field is automatically filled in with the value from the corresponding contact or lead record. this field only displays if you have the “read” permission for that type of record. accounts. case. the length of a timed event in hours and minutes. You can enter a date. this field only displays if you have the “read” permission for that type of record.
Enter the details of the task: • Tip: To assign independent copies of a new task to multiple users. 2. this field appears only if multiday events are enabled. Alternatively. Checkbox that specifies whether the completed event is visible in the Self-Service Portal. 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. this field appears only if multiday events are disabled. such as making phone calls or sending mail. Choose a Webex teleconferencing service. follow these steps: 1. To get started: • Click New from the My Tasks section of the Home tab. To save the current state of the checkbox as your personal default.. 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. entry describing subject of activity. you can add the current time by clicking the time link next to the field. Click Save. such as email or Meeting. To create a new task. type of the event. Hide Details – Others can see whether the user is available at given times.” You can enter a subject or select from a list of previously defined subjects. Spell checker does not support double-byte languages such as Japanese. select Make this the default setting. this field is available for Webex customers only.Salesforce. Section 9-26.. • Click Task from the Create New. this field is for online meetings only. • 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. each picklist value can have up to 40 characters. Note that the Check Spelling button must be enabled by your administrator. additionally. click Check Spelling to spell-check the contents of the Comments field. see “Creating Group Tasks.com Certified administrator – Study guide ( Winter ‘11) Field Start Description Planned start date and time of event. • Click New Task from the Open Activities related list of an associated record. drop-down menu in the sidebar.” • Optionally. You can add the current time by clicking the time link next to the field. enter any dial-in instructions or details. or click Save & New Event to save the task and begin creating an event. training & CertifiCation 40 . You can enter a date or choose a date from the calendar that displays when you put your cursor in the field. click Save & New Task to save the task and begin creating another new task. 3. such as “Meeting. but cannot see any other information about the nature of events in the user’s calendar. time of a planned event.
Salesforce. you can use additional tools to customize. My Territories means records associated with territories to which you belong. Show Details and Add Events – In addition to the sharing levels set by Show Details. Click Setup | Administration | Security Controls | Sharing Rules | Edit. training & CertifiCation 41 . manage. or campaigns. Select the appropriate drop-down value for “Default Calendar Access. • If your organization has territory management.. Enter View Name. 4. You can create new list views to see a specific set of records such as contacts. select All.. edit. or opportunities above a particular Amount. • Activity list views have several options. To create a new view. Hide Details and Add Events – In addition to the sharing levels set by Hide Details. users. Specify Filter Criteria Filter by Owner These options vary. 2. You can also create views of contacts. or cases to use for mass email recipient lists. create a list view of accounts in your state.. Fill in the following: 1. In general. leads.” Section 9-27. There may be additional options: • Lead and case list views can be restricted by queue. Creating Custom List Views available in: All editions User Permissions Needed to create custom list views: to create. 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. Note: By default. users can insert events in other users’ calendars. depending on the kind of record. this setting is set to “Hide Details and Add Events. and edit list data. For example.” To change this setting: 1. Administrators and users with the “Manage Public List Views” permission can also edit or delete public views and some of the standard Salesforce CRM views. users can insert events in other users’ calendars. to specify the set of records to search. documents. My Territory Teams means records associated with either territories to which you belong or territories below you in the territory hierarchy. leads with a specific Lead Source. or My. navigate. • Price book list views can be restricted by price book. account and opportunity list views can be restricted by My Territories or My Territory Teams. click Edit next to the View drop-down list. Enter the name to appear in the View drop-down list. Show Details – Users can see detailed information about events in other users’ calendars.. To edit or delete any view you created. 3. 2.com Certified administrator – Study guide ( Winter ‘11) 2. click Create New View at the top of any list page or in the Views section of any tab home page.
Unlimited. When you select a long text area field. You can choose up to 15 different fields to display in your view. Restrict Visibility If you are an administrator or a user with the “Manage Public List Views” permission. Enterprise. users must also have the appropriate “Read” permission on the type of records within the list view. Select --Current-. select the division that records in the list view must match. Filter by Division If your organization uses divisions to segment data and you have the “Affected by Divisions” permission. and Developer Edition users can specify a public group. role. select a field name and click the Add or Remove arrow. up to 255 characters are displayed in the list view.com Certified administrator – Study guide ( Winter ‘11) Filter by Campaign This option is available on the following list views: • Contacts home • Leads home • Mass email contacts • Mass email leads • Mass add campaign members wizard • Mass update campaign members wizard If you’re editing a list view that is filtered by campaign and don’t have at least “Read” access to the campaign. and click Add. such as Lead Source equals Web. To add or remove fields. Filter by Additional Fields Optionally. or role including all users below that role to see the custom view. Select Fields to Display The default fields are automatically selected. 3. Note: List views are visible to your customers in the Salesforce CRM customer portal if the Visible to all users radio button is selected for views on objects assigned to customer portal users’ profiles. and then share it with the All Internal Users group or a selected set of internal groups and roles. You can also use special date values in your filter criteria. training & CertifiCation 42 .Salesforce. choose the type of group or role from the drop-down list. select Visible to certain groups of users. Use the arrows to arrange the fields in the proper sequence. To share the list view. To create list views that only your Salesforce CRM users can see.to show records in your current working division. You can display only the fields that are available in your page layout. select Visible to certain groups of users. specify whether everyone or just you can see the custom view. you’ll receive an error when attempting to save the list view. This option is not available in Personal Edition. This option is disabled if you aren’t searching all records. To see a list view. select the group or role from the list below it. 4. Alternatively. specify conditions that the selected items must match.
) Archived activities are not included in activity list views. the event is marked as an all-day event. applies only to events. and Developer Editions. click Back to list at the top of any detail page. the event is the original group event assigned to the event host.” Note: If you are creating filter criteria for a report or list view. To return to the last list page you viewed. When creating filter criteria. (Field-level security is available only in Enterprise. 5.com Certified administrator – Study guide ( Winter ‘11) When implementing a customer portal. 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. 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. applies only to 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. Filtering on Special Picklist Values The available fields vary according to which Salesforce CRM Edition you have. Click the lookup icon to choose the value “True” or “False. 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. Activities: Closed Campaigns: Active training & CertifiCation 43 . activity is an event. such as in a list view or report or when mass-deleting records. the account is a partner account or the lead or opportunity owner is a partner user. the account is a business account.Salesforce.” Alternatively. or records owned by or shared with users in roles below you in the role hierarchy. to show all opportunities you’ve won. the event is the meeting invite sent to another user for a group event. Campaign is inactive. the task Status field has a “Closed” value.” For example. leads. not tasks. that is. the task has been closed. task is still open. not tasks. this field displays as the person account icon. not an event. applies only to events. enter “Closed equals True” and “Won equals False. activity does not have a green sheet. 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 that your administrator may have customized the name of this field. In addition. Unlimited. To show all closed/lost opportunities. enter “Won equals True” as your search criteria. you can manually enter “True” or “False” in the filter criteria. The view appears in the View drop-down list so you can access it later. not events. the account is not a partner account or the lead or opportunity owner is not a partner user. Click Save. These are the available fields and their values: Special Picklist Field Value Accounts and contacts: Is Person Account Accounts. Campaign is active and can be chosen from various campaign picklists. such as in the campaign import wizards. you can use special picklist values for your search criteria. the lookup icon automatically displays when you choose to filter on one of the special picklists. records that have been shared with you. activity is a task. the event has a specific time.
the case is open. the lead cannot be included in a mass email recipient list. the opportunity is closed and won. the contact cannot be included in a mass email recipient list. the opportunity is closed. the opportunity is still open. the opportunity owner has checked the Private box on the opportunity edit page. the Stage field has a value of the type Closed/Won.Salesforce. the Stage field has a value of the type Closed/Won or Closed/Lost. Product has a default revenue schedule. Case has a comment added by a Self-Service user. Product does not have a default quantity schedule. the lead may receive mass email. Case has been automatically escalated via your organization’s escalation rule. Product is inactive and cannot be added to opportunities. the lead has not been converted. Case does not have a new Self-Service comment. the partner for the opportunity has been marked as the primary partner. the lead has been converted. the Private box on the opportunity is not checked. Case is still open. Product is active and can be added to opportunities in enterprise and Unlimited edition organizations.com Certified administrator – Study guide ( Winter ‘11) Special Picklist Field Value Cases: Closed true false true false Cases: New SelfService Comment Cases: Open (Only for reports) Cases: Self-Service Commented Contacts: Email Opt Out Contacts: Self-Service Active (Only for reports) Leads: Converted (Only for reports) Leads: Email Opt Out true false true false true false true false true false true false true false true Leads: Unread false true Opportunities: Closed false Opportunities: Primary (Only for Partner Opportunities report) Opportunities: Private false true Opportunities: Won false true Products: Active false Product: Has Quantity Schedule Product: Has Revenue Schedule Solutions: Visible in Self-Service Portal true false true false true false true false true Description the case is closed. the partner for the opportunity has not been marked as the primary partner. the lead has been viewed or edited at least once by the owner since it was assigned. Solution is not marked Visible in Self-Service Portal and is not visible to Self-Service Portal users. the case Status has a value that is not equivalent to “Closed. Product does not have a default revenue schedule. the opportunity has not been won. Product has a default quantity schedule. the solution has been marked Visible in Self-Service Portal and is visible to Self-Service Portal users. that is. the case Status field has a “Closed” value. the Stage field may have a value of the type open or Closed/Lost. the contact may receive mass email. that is. Case does not have a Self-Service comment. that is. the lead has not yet been viewed or edited by the owner since it was assigned to that user. the contact is not enabled for Self-Service.” Case has been closed. Cases: Escalated training & CertifiCation 44 . Case has a new comment added by a Self-Service user. the contact is enabled to log in to your Self-Service Portal. Case has not been escalated. that is.
com Certified administrator – Study guide ( Winter ‘11) Special Picklist Field Value true Solutions: Reviewed false true Solutions Out of Date false true false true false true false true false Description the solution has been reviewed. you can: ▪ ▪ Take advantage of Google AdWords as a lead generation tool Correlate clicks on Google advertisements with Salesforce CRM leads 45 training & CertifiCation . and Developer Editions. 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. With Salesforce CRM for Google AdWords. User is not enabled for force. the translated solution has been updated to match the master solution with which it is associated. contact salesforce. the translated solution has not been updated to match the master solution with which it is associated. User has access to use force.) Section 9-28.google. What is Salesforce CRM for Google AdWords? Salesforce CRM for Google AdWords connects Salesforce CRM with Google AdWords. and Developer editions User Permissions Needed to enable territory management: “Manage territories” Territory management is not enabled by default in Salesforce CRM. Solution is not reviewed.com customers advertise online with Google AdWords as a mechanism to generate leads.com offline use. User is a partner user. User can manage campaigns.com offline. Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management. Unlimited. that is. allowing you to track the effectiveness of your online advertising investments.Salesforce. Many salesforce. User is active and can log in. User is inactive and cannot log in. you’ll be ready to turn on territory management for your organization. the solution Status field has a “reviewed” value. (Field-level security is available only in Enterprise. After you’ve completed the prerequisites. Google AdWords What is Google AdWords? Google AdWords (http://adwords. User is not a partner user. You must meet the following prerequisites before enabling territory management: ▪ ▪ Your organization must be using customizable forecasting. To request territory management for your organization.com) is an online advertising service used to create advertisements that display on major search engines. Section 9-29. including Google. Unlimited.com. Enabling Territory Management available in: Enterprise. User is not enabled to manage campaigns.
com provides a link to Adobe’s website where you can download Flash for free. To refine your results.com Certified administrator – Study guide ( Winter ‘11) ▪ ▪ ▪ Track the results of Google AdWords campaigns from Salesforce CRM Analyze which keywords and advertisements are generating leads. Creating and Modifying Presentations in Salesforce CRM Content available in: Contact Manager. When you publish a PowerPoint file. copy. version 9. • To create a new presentation by copying an existing presentation. or modify a presentation. on the content details page click Edit | Edit Presentation. it may time out. The assembly tool allows you to create or modify the custom presentation by dragging and dropping individual slides.5 or higher. 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. on the content details page click Clone & Customize. Enterprise.0.11. or modify a presentation. Group. Note: Working with presentations requires Adobe Flash® Player. In this case. 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. To work with presentations: 1. If you do not have Flash installed. then easily assembling them in whatever sequence you choose using a simple drag-anddrop assembly tool. 2. In Salesforce CRM Content. 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. Professional. Salesforce. sales opportunities. we recommend that you assemble the presentation outside of Salesforce CRM Content and then upload it into the appropriate workspace. • To create a new presentation. and new customers Measure effectiveness using the Google AdWords dashboard and intelligently optimize your AdWords campaigns Creating and Modifying Presentations in Salesforce CRM Content Section 9-30. Salesforce. select a specific training & CertifiCation 46 .com does not delete existing presentations but they cannot be customized or modified. 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. • To modify a presentation and save it as a new version. Salesforce CRM Content can perform a full-text search of each slide and return only slides applicable to your purpose. Unlimited. Note: When you create. 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. click the Workspaces tab and then choose Create New | Presentation.Salesforce. If presentation assembly is disabled after presentations have been created. Depending on whether you want to create. or you can browse all slides published into your workspaces. clone & customize.
click Cancel to return to your starting point. tags or enter a new tag. • In search results. hover over a document and click the garbage can icon ( document from the presentation you are assembling. b.Salesforce. Select a workspace. hover over a presentation and click the slides icon ( presentation. You can remove tags from a document. If users restrict their content searches to a particular language. but that doesn’t training & CertifiCation 47 . for example if your work is still in progress. To publish the content on behalf of another author. If you are modifying the presentation. c. a. Click a suggested tag to add it to the Tags field automatically. f. Choose Add to presentation or Hide preview as needed. Optionally. The My Recent Tags list on the Contribute window shows the 20 tags you have used most recently. you must choose from the list of ë You can’t change or delete tag names. In the Save or Publish Content dialog: 4. Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Workspaces tab. 5. complete the Reason for Change field. click a file or slide to preview it in the lower half of the window. you can choose from the list of suggested ë If your administrator assigned the restricted tagging rule. Drag the desired files or slides from the search results into the assembly section in the lower half of the window. You can re-upload the slide if you want the thumbnail to be visible. 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. choose Save in my personal workspace. Note that any PowerPoint 2007 files in your workspaces do not appear in search results and cannot be assembled into presentations. Tag your content. suggested tags. e. click Save. choose a language. only content associated with that language is displayed in the search result set. Click a tag to add it to the Tags field automatically. If you do not choose a language. add or modify the presentation’s description. Optionally. ë If your administrator assigned the guided tagging rule. ) to view all the slides in the ) to view all the presentations ) to remove that • In the assembly section. 3. When you select a tag it turns green. The following options help you assemble your presentation: • In search results. d. you can enter tags in the Tags field. delete the tag. Salesforce CRM Content associates your content with your personal language setting. The Language drop-down list is displayed if multi-language support is enabled. hover over a slide and click the presentation icon ( that use that slide. • Click Clear at any time to revert your changes. assign or change the presentation’s name.com Certified administrator – Study guide ( Winter ‘11) workspace to search or enter a search term in the text box before clicking either button. • In search results. When you are done assembling your presentation. As you type a tag. choose that author from the drop-down list. but you can click on them to see the preview in the lower half of the window. If you do not want the presentation to be visible to other users in your organization. Note: Some slide thumbnails may not be visible or may only be partially visible.
com and the “no software” logo are registered trademarks of salesforce. Click Publish. g. Corporate Headquarters The Landmark @ One Market Suite 300 San Francisco. Other names used herein may be trademarks of their respective owners. CA. You can’t have two tags with the same name even if they use different upper and lowercase letters. 94105 United States 1-800-NO-SOFTWARE www. You can then view the content details page. inc.com.com owns other registered and unregistered trademarks. h.salesforce.ë Tags are case insensitive. return to the Workspaces tab. The case of the original tag is always used. choose one from the drop-down list.com. 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 ©2010. and salesforce. The content type determines which custom fields appear for you to categorize and define your content.. or publish another file. If multiple content types are available. Salesforce. All rights reserved. inc. For More Information Contact your account executive to learn how we can help you accelerate your CrM success. Sg_Certifiedadmin_Winter11_2010-11-15 .