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
