By Justin Davis
The hugely visible, step by step advisor to getting the main out of Salesforce.com
Teach your self VISUALLY Salesforce.com, second Edition is your perfect advisor to getting up to the mark at the world's number-one on-demand consumer courting administration (CRM) approach. With complete colour screenshots and step by step directions, this hugely visible handbook indicates you every little thing you want to recognize to get the main out of Salesforce.com. you will be walked via every one step of the total strategy, from selecting the right version and customizing your provider to shooting leads, inputting contacts, monitoring correspondence, reviewing stories, and extra. This up to date version covers the latest positive aspects and instruments that make your online business run extra easily, so that you can wake up and working quickly.
This booklet is your final advisor to optimizing Salesforce.com features, aiding you leverage your information into extra worth in your business.
- Choose the proper Salesforce.com version to fit your needs
- Master the most recent and such a lot priceless features
- Personalize your process for a tailored CRM solution
- Manage debts, increase contacts, music stock, and more
Read or Download Teach Yourself VISUALLY: Salesforce.com PDF
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Additional resources for Teach Yourself VISUALLY: Salesforce.com
Sample text
If a user has multiple licenses for multiple products, you must perform the deactivation process separately for each license. Only active users can own and edit records. Salesforce prompts you to change the ownership of a deactivated user’s records before you can edit them. Deactivate a User 1 In the Setup area, click the Manage Users . 2 Click Users. 3 In the View drop-down list, click Active Users. 3 4 Click Edit next to the user you want to deactivate. 1 2 4 5 Click the Active check box to deselect it ( changes to ).
4 5 5 Click the Product Topics and choose a product topic that matches your issue. 7 6 6 6 Type a subject. Note: You can request help with features as well as report bugs and issues. 7 Type a description. Note: For a technical issue, include steps to re-create the problem if you know them. You can add more comments to a case after you submit it. 8 Select a severity level from the menu. Note: Most users select Level 4 - Medium for most issues. Select a higher level if the issue has an obvious and serious impact on your organization.
Leave the business hours check box unselected to specify different hours for different teams, offices, or departments. 5 6 7 6 Check the time zone setting for your organization. The time zone option is set when you subscribe to Salesforce. You do not usually need to change it, unless your organization moves to a different country or area. 7 Click the 24 hours check box to deselect it ( changes to ). 8 Select a start and end time for each day to match your business hours. 9 Click Save. Salesforce adjusts the business hours.