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Salesforce.com customization handbook

You're reading from Salesforce.com customization handbook Customize Salesforce to automate your business requirements

Product type Paperback

Published in Sep 2014

Publisher

ISBN-13 9781849685986

Length 454 pages

Edition 1st Edition

Tools

Salesforce CRM

Concepts

CRM

Table of Contents (14) Chapters

Preface

1. Getting Started with Salesforce

2. User Management and Organization Administration FREE CHAPTER

3. Making Your Salesforce Data Secure – Security Settings in Salesforce

4. Domain Management, E-mail Administration, and Google Apps Settings

5. CRM Functions and Streamlining Business Requirements

6. Automating a Business Process

7. Concepts of Data Management

8. Reports and Dashboards in Salesforce

9. Chatter Configuration

10. Mobile Administration

11. Setting Up Deployment Processes

12. AppExchange – Extending Salesforce Functionality

Index

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

The rest of the chapter is locked

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