September 2014
Intermediate to advanced
454 pages
9h 7m
English
Content preview from Salesforce.com customization handbookBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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Chapter 5. CRM Functions and Streamlining Business Requirements
In the previous chapter, we discussed various concepts of security and settings in Salesforce. We spoke about Organization-Wide Defaults, sharing settings, and Field-Level Security. We also discussed two-factor authentication, network access, and many other concepts related to security. In this chapter, we will talk about domain settings and ways to customize the login page. We will also discuss various concepts related to e-mail administration in Salesforce. We'll cover the following topics in this chapter:
- Types of relationships in Salesforce
- Sales Cloud overview
- Service Cloud overview
- Streamlining a business process
- Setting the history-tracking option
Type of relationships in Salesforce ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.