Introduction to Salesforce

Salesforce Edition

Home Page Features Customization

User Management

Creating and Customizing Tabs

Creating an App

Uploading a Company Logo

Company Information Page

System Overview Page

Updating the Fiscal Year

Leads Home Page

Creating List Views

Creating and Converting Leads

Creating Accounts

Creating Contacts

Creating Email Templates

Four Sales Productivity Features

Sending Individual Emails

Sending Mass Emails

Creating and Managing Price Books

Creating Products

Creating Opportunities

Creating Activities

Creating a Web-to-Lead Form

Create a Lead Assignment Rule

Creating a Lead Queue

Creating an Auto-Response Rule

Creating Campaigns

Record Types

Creating a Quote Record

Creating a Quote Template

Generating a Quote PDF

Emailing a Quote PDF

Modifying Quote Templates

Creating Cases

Creating Case Assignment Rules

Creating Case Escalation Rules

Enabling Solutions

Creating Solutions

Attaching Solutions to Cases

Enabling Knowledge

Configuring Knowledge

Creating a Web-to-Case Form

Create an Email-to-Case Address

AppExchange Overview

Finding and Selecting an App

Installing an App

Finding a Developer

Finding a Consultant

Understanding Report Formats

Tabular Reports

Summary Reports

Matrix Reports

Join Reports

Creating a Lead Report

Creating Contacts and Accounts Report

Creating an Opportunity Report

Adding Leads to a Campaign from a Report

Creating a Campaign Report

Summarizing Report Data

Creating a Report Formula

Exporting Reports to Excel

Date Filters

Bucket Fields

Custom Report Types

Understanding Dashboard Components

Creating a Dashboard

Refreshing a Dashboard

Modifying Columns on Dashboard

Adding Filter to Dashboard

Managing Access to Reports

Adding a Report as a Dashboard Component

Setting Up Dynamic Dashboards

Enabling Dashboards for iPad

Modifying Report and Dashboard Interfaces

Activating the Report Builder on Profiles

Chatter Overview

Enabling Chatter

Enabling Chatter Feeds on Records

Configuring Chatter Groups

Creating Customer Groups

Creating a Free Customer Chatter User

Customizing Chatter Email Notifications

Configuring Salesforce to Salesforce

Accepting a Salesforce Connection

Sharing an Account via Salesforce to Salesforce

Enabling Ideas

Configuring Idea Themes

Enabling Social Accounts

Enabling Libraries and Content

Customizing Libraries and Content

Uploading Documents to Libraries and Content

Configuring Salesforce1

Viewing Role Hierarchy

Creating Roles

Enabling Field History

Creating Groups

Creating Permission Sets

Assigning Roles to Users

Viewing Object Security

Changing Default Record Access

Sharing Settings

Field Accessibility

Password Policies

Session Settings

Login Flows

Network Access

Activations

Session Management

Login Access Policies

Certificate and Key Management

Viewing Setup Audit Trail

Executing Expire All Passwords

Delegated Administrations

Remote Site Settings

Named Credentials

File Upload and Download Security

Standard Profiles Overview

Assigning Page Layouts

Field-Level Security

Custom App Settings and Access

Tab Settings

Record Type Settings

Administrative Permissions

General User Permissions

Standard Object Permissions

Custom Object Permissions

Password Policies and Session Timeout

Login Hours and IP Ranges

Enabling Apex and Visualforce Access

Importing Leads

Data Import Wizard

Importing Contacts and Accounts

Using Mass Delete

Installing Data Loader

Importing Records with Data Loader

Updating Records with Data Loader

Deleting Records with Data Loader

Exporting Records with Data Loader

Adding a Field in Schema Builder

Scheduling a Data Export

Creating and Using Sandbox

Mass Transferring Records

Reporting Snapshots

Working with Tags

Creating a Workflow Rule

Creating a Workflow Rule Field Update

Creating a Workflow Rule Task Assignment

Creating a Workflow Rule Email Alert

Outbound Message

Time-Dependent Workflow Action

Overview of the Approval Process

Components of an Approval Process

Outbound Change Sets

Inbound Change Sets

Deployment Settings

Deployment Status

Eclipse IDE

Creating a New Community

Partner Portal

Communities

Topic Management

Recommendations Management

Reputation Management

Adding Members

Managing Tabs and Branding

Login and Registration

Community Preferences

Using Answers

Using Ideas

Searching for a Help Topic

Contacting Support

Trust Site

Known Issues