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Salesforce.com For Dummies, 5th Edition by Matt Kaufman, Liz Kao, Tom Wong

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Chapter 19

Fine-Tuning the Configuration

In This Chapter

arrow Modifying your corporate profile

arrow Building the role hierarchy

arrow Developing your sharing model

arrow Setting up users

arrow Delegating administrative duties

arrow Customizing the user interface

In earlier chapters, you discover how to add custom fields, define picklists, and create standard templates so that Salesforce looks like it was made exactly for your business. If you’re starting to think about additional ways to tweak the system so that each user sees only pertinent information, you’ve come to the right chapter.

For administrators or members of your customer relationship management (CRM) project team with the right privileges, Salesforce allows you to easily configure your system so that users can access and share information according to your goals. Regardless of which Salesforce edition your company has chosen, you have a variety of ways ...

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