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Salesforce.com customization handbook

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

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

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

Setting up company information


In the previous chapter, we went through ways to set up a developer account, the login concept, and what happens once you log in to Salesforce.com. Now, we will move forward to the next step. This feature is important as it is used to provide all the basic information about your company, such as the local address and phone numbers.

Let's start with an example. Appiuss Inc. just brought Salesforce Enterprise Edition (EE). Now the managers Sara Bareilles and Robby Williams are keen to know how to update the company information, its contact details, the default time zone, and set the corporate currency.

Once the company has purchased the Salesforce organization, the company has to set up its profile. Under the heading Company Profile in the Setup tab, there are various setups available as shown in the following screenshot:

Updating the company's information

At any time, the system administrator can update the company's information in Salesforce. The company information...

You have been reading a chapter from
Salesforce.com customization handbook
Published in: Sep 2014
Publisher:
ISBN-13: 9781849685986
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