Teach Yourself VISUALLY Salesforce.com, 2nd Edition

Table of contents

1. 1. Cover
   2. Foreword
   3. Chapter 1: Introducing Salesforce
      1. Choose an Edition of Salesforce
      2. Understanding the Home Page
      3. Customize the Home Page
      4. Create a New User
      5. Customize the Tabs
      6. Upload a Company Logo
      7. Create an App
      8. Understanding the Company Information Page
      9. Understanding the System Overview Page
      10. Modify the Fiscal Year
      11. Modify Business Hours
      12. Log a Technical Support Case
      13. Deactivate a User
      14. View the Learning Center
   4. Chapter 2: Using the Sales Cloud
      1. Create a New Lead
      2. Convert a Lead
      3. Create a New Account
      4. Create a New Contact
      5. Create a List View
      6. Create an Email Template
      7. Send a Single Email
      8. Send a Mass Email
      9. Create a New Opportunity
      10. Create Products
      11. Create Activities
      12. Modify a Quote Template
      13. Build a Quote
      14. Email a Quote
      15. Create a Web-to-Lead Form
      16. Create a Lead Assignment Rule
      17. Create a Lead Queue
      18. Create an Auto-Response Rule
      19. Create a Campaign
   5. Chapter 3: Using the Service Cloud
      1. Create a New Case Record
      2. Create Case Assignment Rules
      3. Create Case Escalation Rules
      4. Enable Solutions
      5. Create a Solution
      6. Attach a Solution to a Case
      7. Create a Web-to-Case Form
      8. Create an Email-to-Case Address
   6. Chapter 4: Using the AppExchange
      1. Introducing the AppExchange
      2. Find and Select an App
      3. Install an App
      4. Find a Developer
      5. Find a Consultant
   7. Chapter 5: Configuring Reports and Dashboards
      1. Understanding Report Formats
      2. Create a Leads Report
      3. Create a Contacts & Accounts Report
      4. Create an Opportunity Report
      5. Add Leads to a Campaign
      6. Create Report Charts
      7. Create a Custom Report Type
      8. Schedule Reports
      9. Create a Campaign Report
      10. Summarize Report Data
      11. Create a Joined Report
      12. Export Reports to Excel
      13. Add Grouping to Reports
      14. Create a Report Formula
      15. Understanding Dashboard Components
      16. Create a Dashboard
      17. Refresh a Dashboard
      18. Modify Columns on Dashboards
      19. Add a Filter to a Dashboard
      20. Manage Access to Reports
      21. Schedule a Dashboard Refresh
      22. Add a Report as a Dashboard Component
      23. Set Up Dynamic Dashboards
      24. Enable Dashboards for the iPad
      25. Modify Report and Dashboard Features
      26. Activate the Report Builder on Profiles
   8. Chapter 6: Collaborating
      1. Understanding Chatter
      2. Enable Chatter
      3. Enable Chatter Feeds on Accounts
      4. Configure Chatter Groups
      5. Create a Chatter Free User
      6. Set Up Email Notifications
      7. Install Chatter Desktop
      8. Enable Salesforce-to-Salesforce
      9. Configure Salesforce-to-Salesforce
      10. Share an Account
      11. Accept a Connection
      12. Enable Ideas
      13. Configure Ideas Themes
      14. Enable Social Contacts
      15. Enable Libraries and Content
      16. Customize Libraries and Content
      17. Upload Documents to Content
      18. Leave Feedback on Documents in Content
      19. Configure Salesforce1
   9. Chapter 7: Configuring Security
      1. View Object Security
      2. Change Default Record Access
      3. View the Role Hierarchy
      4. Configure Session Settings
      5. Create a New Role
      6. Enable Field History
      7. Configure the Password Policy
      8. Configure Network Access
      9. Configure Remote Site Settings
      10. Reset a Security Token
      11. Grant Login Access
      12. Create a Validation Rule
      13. Disable a Validation Rule
      14. Create an Account Sharing Rule
      15. Create a Public Group
      16. Modify Object Settings for Profiles
      17. Reset a Password
      18. Download the Setup Audit History
      19. Configure Account Field-Level Security
      20. Restrict Login IP Ranges
      21. Download a Secure Certificate
      22. Set Up Delegated Administration
      23. Modify User Roles and Profiles
      24. Modify Login Access Policies
      25. Set Up an Authentication Provider
   10. Chapter 8: Managing Your Data
       1. Import Leads
       2. Import Contacts and Accounts
       3. Using Mass Delete
       4. Install the Data Loader
       5. Import Records with the Data Loader
       6. Update Records with the Data Loader
       7. Delete Records with the Data Loader
       8. Export Records with the Data Loader
       9. Add a Field in the Schema Builder
       10. Schedule a Data Export
       11. Create a Sandbox
       12. Mass Transfer Records
   11. Chapter 9: Configuring Workflow
       1. Using Workflow Rules
       2. Create a Workflow Rule
       3. Create a Workflow Field Update
       4. Add a Field Update to a Rule
       5. Create a Workflow Task
       6. Link a Task to a Rule
       7. Create an Email Alert
       8. Add an Email Alert to a Rule
   12. End User License Agreement