How to Be Successful With Salesforce-Winter12

User Guide: Winter '12

How to be Successful with Salesforce

Last updated: December 1, 2011 Copyright 20002011 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademark of salesforce.com, inc., as are other

names and marks. Other marks appearing herein may be trademarks of their respective owners.

Table of Contents

Table of ContentsWelcome.............................................................................................................................................1 What's New in Salesforce?....................................................................................................................1Overview...................................................................................................................................................................................2 Getting Started........................................................................................................................................................................10

Working in Salesforce........................................................................................................................29Personal Setup.........................................................................................................................................................................29 Home Tab...............................................................................................................................................................................52 Accounts..................................................................................................................................................................................60 Activities..................................................................................................................................................................................98 Contacts................................................................................................................................................................................160 Contact Roles........................................................................................................................................................................190 Contracts...............................................................................................................................................................................194 Custom Object Records........................................................................................................................................................206 Documents............................................................................................................................................................................217 Email.....................................................................................................................................................................................228 List Views..............................................................................................................................................................................241 Notes & Attachments...........................................................................................................................................................256 Salesforce CRM Content......................................................................................................................................................261 Salesforce for Google Apps...................................................................................................................................................292 Search and Tags....................................................................................................................................................................314

Administering Salesforce..................................................................................................................353 Setting Up Your Organization..................................................................................................353Company Information...........................................................................................................................................................358 Multiple Currencies...............................................................................................................................................................414 Advanced Currency Management.........................................................................................................................................418 Divisions................................................................................................................................................................................422

Managing Mail Merge Templates............................................................................................430 Using Letterheads....................................................................................................................434 Managing Email Templates.....................................................................................................437Translation Workbench........................................................................................................................................................452 User Management.................................................................................................................................................................467 Security and Sharing..............................................................................................................................................................569 Data Management.................................................................................................................................................................697 Data.com (Formerly Jigsaw) Administration........................................................................................................................813

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Table of Contents Monitoring............................................................................................................................................................................823 Salesforce Mobile..................................................................................................................................................................853 Administering Salesforce for Outlook...................................................................................................................................913 Email Administration............................................................................................................................................................935 Search and Tags....................................................................................................................................................................946 Customize.............................................................................................................................................................................950 Critical Updates Console.....................................................................................................................................................1481 Force.com Sites...................................................................................................................................................................1485 Customer Portal..................................................................................................................................................................1532

Building and Extending Apps..........................................................................................................1583 App Setup Overview..............................................................................................................1583Create..................................................................................................................................................................................1584 Develop...............................................................................................................................................................................1818 Deploy.................................................................................................................................................................................2019 Installed Packages................................................................................................................................................................2036

Building Sites.................................................................................................................................2064 Siteforce Overview.................................................................................................................2064 About Publisher and Contributor Features..............................................................................2065 Setting Up Siteforce Users......................................................................................................2066 Planning and Implementing a Siteforce Website.....................................................................2067 Sites Tab Overview................................................................................................................2069 Using Siteforce Studio as a Publisher......................................................................................2070 Using Siteforce Studio as a Contributor..................................................................................2071 Creating a Siteforce Site.........................................................................................................2072Creating and Managing Pages.............................................................................................................................................2073

Importing and Using Assets....................................................................................................2083 Setting Site Properties...........................................................................................................2085Adding Features and Page Elements...................................................................................................................................2086 Styling Your Website..........................................................................................................................................................2098 Using Events to Create Animated Effects...........................................................................................................................2111 Editing the Site Content.....................................................................................................................................................2114

Previewing Siteforce Sites......................................................................................................2122Managing Domains and Live Sites.....................................................................................................................................2123

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Table of Contents

Collaborating with Chatter.............................................................................................................2126 Chatter Overview..................................................................................................................2126 Using Chatter........................................................................................................................2129 Chatter Tab Overview............................................................................................................2129User Profiles........................................................................................................................................................................2130 People..................................................................................................................................................................................2135 Groups.................................................................................................................................................................................2137 Feeds...................................................................................................................................................................................2150 Files.....................................................................................................................................................................................2167 Search..................................................................................................................................................................................2186 Topics..................................................................................................................................................................................2188 Messages..............................................................................................................................................................................2191 Email Notifications.............................................................................................................................................................2195 Recommendations...............................................................................................................................................................2197 Moderating Chatter............................................................................................................................................................2199 Chatter Desktop..................................................................................................................................................................2201

Selling............................................................................................................................................2210Account Teams...................................................................................................................................................................2210 Assets...................................................................................................................................................................................2216 Competitors.........................................................................................................................................................................2224 Forecasting..........................................................................................................................................................................2228 Customizable Forecasts.......................................................................................................................................................2235 Forecasts..............................................................................................................................................................................2246 Opportunities......................................................................................................................................................................2259 Quotes.................................................................................................................................................................................2278 Data.com (Formerly Jigsaw)................................................................................................................................................2291 Products...............................................................................................................................................................................2310 Team Selling.......................................................................................................................................................................2336 Territory Management........................................................................................................................................................2343 Salesforce for Wealth Management....................................................................................................................................2371 Relationship Groups............................................................................................................................................................2379 Salesforce for Outlook.........................................................................................................................................................2398 Connect for Outlook...........................................................................................................................................................2426 Connect for Lotus Notes.....................................................................................................................................................2454 Connect for Office..............................................................................................................................................................2482 Connect Offline..................................................................................................................................................................2489 Mail Merge..........................................................................................................................................................................2509

Marketing......................................................................................................................................2515Campaigns...........................................................................................................................................................................2515

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Table of Contents Leads...................................................................................................................................................................................2564 Salesforce for Google AdWords..........................................................................................................................................2586

Analytics........................................................................................................................................2600Reporting.............................................................................................................................................................................2600 Dashboards..........................................................................................................................................................................2694 Report Types.......................................................................................................................................................................2729 Analytic Snapshots..............................................................................................................................................................2738

Providing Support..........................................................................................................................2752Call Center..........................................................................................................................................................................2752 Cases....................................................................................................................................................................................2796 Case Teams.........................................................................................................................................................................2826 Portals..................................................................................................................................................................................2838 Solutions..............................................................................................................................................................................2839 Salesforce Knowledge..........................................................................................................................................................2863 Console................................................................................................................................................................................2896 Service Cloud Console........................................................................................................................................................2906 Ideas....................................................................................................................................................................................2917 Answers...............................................................................................................................................................................2932 Social Media........................................................................................................................................................................2943 Entitlement Management...................................................................................................................................................2944

Partner Selling................................................................................................................................3002Salesforce to Salesforce........................................................................................................................................................3002 Connection Finder..............................................................................................................................................................3033 Partners...............................................................................................................................................................................3037 Partner Portal......................................................................................................................................................................3043 Database.com......................................................................................................................................................................3089

More Resources..............................................................................................................................3090FAQ....................................................................................................................................................................................3090 Printable Tip Sheets & User Guides...................................................................................................................................3267 Accessibility.........................................................................................................................................................................3272 Salesforce Online Help Glossary.........................................................................................................................................3282

Checkout.......................................................................................................................................3316Checkout.............................................................................................................................................................................3316

Index..............................................................................................................................................3321

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WELCOME

What's New in Salesforce?Current ReleaseThe latest release includes new features for sales, support, marketing, and Chatter users as well as enhancements to the platform. For more information, visit the Winter '12 community page. For a complete listing of new features along with implementation tips and best practices, see: Winter '12 Release Notes Force.com Connect for Lotus Notes Release Notes Force.com Connect for Office Release Notes Force.com Connect Offline Release Notes Force.com Connect for Outlook Release Notes Salesforce for Outlook Release Notes Database.com Release Notes

Past ReleasesFor information about new features introduced in previous releases, see: Summer '11 Release Notes Spring '11 Release Notes Winter '11 Release Notes Summer '10 Release Notes Spring '10 Release Notes Winter '10 Release Notes Summer '09 Release Notes Spring '09 Release Notes Winter '09 Release Notes Summer '08 Release Notes Spring '08 Release Notes Winter '08 Release Notes Summer '07 Release Notes Spring '07 Release Notes Force.com Mobile 7.0 for BlackBerry Release Notes Force.com Mobile 6.1 for Windows Mobile 5 Release Notes Winter '07 Release Notes Summer '06 Release Notes Winter '06 Release Notes Force.com Mobile 6.0 Release Notes Summer '05 Release Notes

1

Overview

Introduction

Winter '05 Release Notes Summer '04 Release Notes Spring '04 Release Notes Winter '04 Release Notes

OVERVIEWIntroductionYour Edition determines which features and functionality you can access. To determine which Edition you are using, check the title bar of your browser.

Welcome to the award-winning cloud-computing provider designed for you to manage your customer relationships, integrate with other systems, and build your own applications. Salesforce includes the following products and services: Salesforce Applications Salesforce includes prebuilt applications for customer relationship management (CRM) ranging from sales force automation to partner relationship management, marketing, and customer service. Force.com Platform The Force.com platform is the first platform as a service (PaaS), enabling developers to create and deliver any kind of business application entirely on-demand and without software. The platform also includes easy-to-use, point-and-click customization tools to help you create solutions for your unique business requirements, without any programming experience. Database.com Database.com is a multitenant cloud database service thats designed to store data for mobile, social, web, and desktop applications. You can use Database.com as the back-end database for applications that are written in any language, and run on any platform or mobile device. Database.com's built-in social computing infrastructure and native support for building sophisticated REST-based APIs enables you to create employee-facing, native mobile and social apps. AppExchange AppExchange is a marketplace featuring hundreds of cloud applications created by salesforce.com customers, developers, and partners. Many of the applications are free and all of them are pre-integrated with Salesforce, enabling you to easily and efficiently add functionality.

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Overview

What Is an Edition?

Salesforce.com Community Salesforce.com provides training, support, consulting, events, best practices, and discussion boards to help you be successful. Visit Salesforce.com Community.

See Also:Sales Cloud Overview Service Cloud Overview What Is an Edition? Personal Edition Group Edition Professional Edition Enterprise Edition Unlimited Edition Developer Edition Database.com Edition

What Is an Edition?Your Edition determines which features and functionality you can access. To determine which Edition you are using, check the title bar of your browser.

Salesforce.com offers several bundles of its products and services, each geared toward a different set of business needs. These bundles, called Editions, all have the same look and feel, but vary by feature, functionality, and pricing. For example, a feature that is available in Professional Edition for an additional fee may be included in Enterprise Edition. For a comparison chart of Editions and their features, see Selecting the right Salesforce Edition. The online help describes all generally available features, including those that may not be available in your Edition. Refer to the Available in: line at the top of a help topic to see if it applies to your Edition.

See Also:Introduction Personal Edition Group Edition Professional Edition Enterprise Edition Unlimited Edition Developer Edition Viewing User License Types

Personal Edition

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Overview

Personal Edition

Personal Edition is a CRM solution designed for an individual sales representative or other single user. Personal Edition provides access to key contact management features such as accounts, contacts, and synchronization with Microsoft Outlook. It also provides sales representatives with sales tools such as opportunities. Beginning with the Summer '09 release which occurred in June 2009, new organizations do not include access to opportunities. Organizations that signed up prior to June 2009 still have access to opportunities.

Contact ManagerContact Manager is designed for small businesses and provides access to key contact management features including accounts, contacts, activities, calendars, notes and attachments, and reports. Contact Manager also provides straightforward and easy-to-use customization options. For more information about Contact Manager features, visit the Salesforce Pricing & Editions page.

Group EditionSalesforce Group Edition is designed for small businesses and workgroups with a limited number of users. Group Edition users can manage their customers from the start of the sales cycle through closing the deal to providing customer support and service. Group Edition offers access to accounts, contacts, opportunities, leads, cases, dashboards, and reports. For more information about Group Edition features, visit the Salesforce Pricing & Editions page.

See Also:Tip sheet: Using Group Edition Administrator tip sheet: Setting Up Group Edition

Professional EditionSalesforce Professional Edition is designed for businesses who need full-featured CRM functionality. Professional Edition includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small- to mid-sized deployment. For more information about Professional Edition features, visit the Salesforce Pricing & Editions page.

Enterprise EditionSalesforce Enterprise Edition is designed to meet the needs of large and complex businesses. In addition to all of the functionality available in Professional Edition, Enterprise Edition organizations get advanced customization and administration tools that can support large-scale deployments. Enterprise Edition also includes access to the Web services API so you can easily integrate with back-office systems. For more information about Enterprise Edition features, visit the Salesforce Pricing & Editions page.

See Also:Administrator setup guide: Enterprise Edition Upgrade Guide Force.com API Usage Limits

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Overview

Unlimited Edition

Unlimited EditionUnlimited Edition is salesforce.com's flagship solution for maximizing CRM success and extending that success across the entire enterprise through the Force.com platform. Unlimited Edition customers benefit from new levels of platform flexibility for managing and sharing all of their information on demand. Unlimited Edition includes all Enterprise Edition functionality plus Premier Support, full mobile access, unlimited custom apps, increased storage limits, and more. For more information about Unlimited Edition features, visit the Salesforce Pricing & Editions page.

See Also:Enterprise Edition Force.com API Usage Limits

Developer EditionDeveloper Edition provides access to the Force.com platform and API. It allows developers to extend the Salesforce system, integrate with other applications, and develop new tools and applications. Developer Edition provides access to many of the features available with Enterprise Edition. Salesforce.com does not provide technical support for Developer Edition. You can solicit help from the developer community message boards available to registered users via the Force.com developer website - developer.force.com. Documentation for Developer Edition is available from the Technical Library.

See Also:Force.com API Usage Limits Force.com Free Edition

Force.com Free EditionForce.com Free Edition is a Salesforce organization designed for developing and deploying one Force.com app for up to 100 users. You can upgrade your Free Edition account to a paid subscription if you need to deploy more custom applications to more users in the future. Free Edition includes most Force.com features but does not provide users with Salesforce CRM functionality and standard objects, such as accounts, contacts, campaigns, leads, opportunities, forecasts, products, cases, and solutions. For more information about Free Edition features, visit the Salesforce Pricing & Editions page. The following table shows the differences and similarities between Free Edition and Salesforce.com's other development environment, Developer Edition: Free Edition Force.com Development Yes Developer Edition Yes

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Overview

Database.com Edition

Force.com Deployment Upgradeable CRM Self-Service Mobile Platform Customer Portal Partner Portal Developer preview features Multi-language support

Yes Yes No No No No No No No

No No Yes Yes Yes Yes Yes Yes Yes

Salesforce.com does not provide technical support for Free Edition. You can solicit help from the developer community message boards available to registered users via the Force.com developer websitedeveloper.force.com.

See Also:Developer Edition

Database.com EditionDatabase.com is a multitenant cloud database service thats designed to store data for mobile, social, web, and desktop applications. You can use Database.com as the back-end database for applications that are written in any language, and run on any platform or mobile device. Database.com's built-in social computing infrastructure and native support for building sophisticated REST-based APIs enables you to create employee-facing, native mobile and social apps. As a Salesforce user, youre already using Database.com when youre performing tasks such as creating custom objects, managing security, or importing data with the Force.com platform and API. A standalone version of Database.com is available for developers who want to create applications that leverage other languages, platforms, and devices.

See Also:Getting Started with Database.com

Sales Cloud Overview

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Overview

Sales Cloud Overview

Your Edition determines which features and functionality you can access. To determine which Edition you are using, check the title bar of your browser.

The Sales Cloud helps you build stronger relationships with customers, gain better visibility into sales, and close more deals, whether you're in the office or on the road. Sales Cloud features are listed below.

SellingAccount and Contact Management Accounts Account Teams Contacts Contact Roles Data.com Contracts

Opportunities Opportunities Products Quotes Competitors Team Selling Forecasts

Marketing Leads Campaigns Salesforce for Google AdWords

Analytics Analytic Tools Reports Dashboards

Partner Selling Partners Partner Portal Salesforce to Salesforce

Productivity ResourcesCollaboration Chatter Files Tab

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Overview

Service Cloud Overview

Calendar and Email Activities Email Salesforce for Outlook Mail Merge

Content Files Tab Salesforce CRM Content Document Library Salesforce for Google Apps Connect for Office

Mobile Salesforce Mobile

Offline Connect Offline

See Also:Service Cloud Overview Introduction

Service Cloud OverviewYour Edition determines which features and functionality you can access. To determine which Edition you are using, check the title bar of your browser.

The Service Cloud helps you provide more responsive customer service, increase agent productivity, reduce service costs, and gain better visibility into your service organization, whether you're in the office or on the road. Service Cloud features are listed below.

Contact CenterCase Management Cases Case Teams Email-to-Case Web-to-Case Console Tab Service Cloud Console

Workflow Case Auto-Response Rules

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Overview

Service Cloud Overview

Case Assignment Rules Case Escalation Rules Custom Workflow Rules

Telephony Computer-Telephony Integration (CTI) Computer-Telephony Integration Toolkit

Salesforce Knowledge Base Salesforce Knowledge Data Categories

Solutions Solutions HTML Solutions

Entitlements and Service Contracts Entitlement Management

Email Templates Text, HTML, and Visualforce Email Templates

Web Portals Customer Portal Partner Portal

Community Answers Ideas Salesforce for Twitter and Facebook

Analytics Analytic Tools Reports Dashboards

Productivity ResourcesCollaboration Chatter Files Tab

Calendar and Email Activities

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Getting Started

Getting Started with Salesforce

Email Salesforce for Outlook Mail Merge

Content Files Tab Salesforce CRM Content Document Library Salesforce for Google Apps Connect for Office

Mobile Salesforce Mobile

Offline Connect Offline

See Also:Sales Cloud Overview Introduction

GETTING STARTEDGetting Started with SalesforceAvailable in: All Editions except Database.com

With Salesforce, you can enter, organize, and find your important business data. To get started, review these preliminary steps.

For All Users Review the Salesforce online training courses. Edit your personal information. Import your existing contacts.

For Administrators Set up your Salesforce organization. Import your company's existing data.

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Getting Started

Trial Overview

For Developers Review the Documentation Resources for Force.com Developers.

See Also:Language Settings Overview Error Messages Entering Data

Language Settings OverviewAvailable in: All Editions except Database.com

The Salesforce Web user interface, Salesforce for Outlook, Connect for Outlook, Connect Offline, and Connect for Office are available in multiple languages. The Salesforce Web user interface has two language settings: Personal languageAll on-screen text, images, buttons, and online help display in this language. Edit your personal information to change this setting. Default organization languageThis applies to all new users until they select their personal language. This setting also determines the language in which all customizationssuch as custom fields, tabs, and user interface optionsare stored. For customizations, users' personal language settings don't override this default setting. Some setup items that are manually entered by an administrator can be translated in the Translation Workbench. Administrators can change this setting by editing the company information. Text entered by users remains in the language in which it was entered.

Trial OverviewAvailable in: All Editions except Database.com

During your trial, you can evaluate Salesforce before you subscribe. Your trial includes: Sample data. You can delete sample data or start a new trial. Administrator privileges. The person who signed up automatically becomes the administrator. You can add another administrator when you add more users. A variety of Salesforce features. The ability to subscribe to Salesforce.

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Getting Started

Trial Overview

Note: Features included in your trial may not be available in the Edition you choose to purchase. If you set up multiple users in your trial and later choose to convert to Personal Edition, all users except the original system administrator will be deactivated.

See Also:Adding or Subtracting User Licenses

Deleting Trial DataAvailable in: All Editions except Database.com

User Permissions Needed To delete trial data: Modify All Data

When you sign up for Salesforce, your organization is initially populated with some sample data. During your trial period, administrators can delete all of this sample data plus all of your organizations data at one time. To delete all of the existing data in a trial organization: 1. Click Your Name > Setup > Data Management > Delete All Data. This link is available only during your trial period. 2. Enter the requested text stating that you understand that all of the data in your organization will be deleted. This includes both sample data and data you have entered. Your user and administration setup is not affected. 3. Click Submit. After your trial period has ended, you can delete any sample data manually or with the Mass Delete feature.

See Also:Trial Overview Starting a New Trial

Starting a New Trial

12

Getting Started

Troubleshooting Login Issues

Available in: Contact Manager, Group, Professional, Enterprise, and Unlimited Editions

User Permissions Needed To start a new trial: Modify All Data

When you sign up for Salesforce, you can choose an industry-specific template with sample data. During your trial period, you can start a new trial with a blank template. To start a new trial, you must abandon your current trial, including all data and customizations. You can start a new trial if you have: Less than 1000 rows of data No additional user licenses added by salesforce.com No additional functionality enabled by salesforce.com

To start a new trial: 1. Click Your Name > Setup > Data Management > Start a New Trial. This link is available only during your trial period. 2. Select your language and template preferences. 3. Enter the requested text stating that you want to abandon your current trial organization and all of its data. This includes both sample data and data you have entered. 4. Check the box to confirm that all of your current trial data will be lost. 5. Click Submit. 6. When the confirmation page appears, click Submit. Note: By choosing to start a new trial, you are abandoning your current trial organization including all existing data and customizations. You will no longer be able to access the trial or data. Only usernames will be preserved.

See Also:Trial Overview Deleting Trial Data

Troubleshooting Login IssuesAvailable in: All Editions except Database.com

Logging in for the first time: 1. Your administrator adds you as a user. 2. You receive an email with a link. Click the link to log in. 3. While logging in, you are prompted to change your password, and set a security question response.

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Getting Started

Navigating

The first time you log in you are prompted to change the temporary password that was emailed to you. Salesforce recommends that you change your password periodically to protect the privacy of your data. If your administrator has set the User passwords expires in setting, you must change your password periodically. Overcoming password issues: Forgot your password? Retrieve it. Locked out? Wait until the lockout period expires and try again, or contact your administrator. Password expired? Change your password when prompted.

The password policies set up by your administrator determine how many failed logins are allowed, how long the lockout period lasts, and password requirements such as minimum length. Note: If your session is inactive for a period of time, the system prompts you to continue working or log out. If you don't respond to this time-out prompt, the system displays a login page.

NavigatingAvailable in: All Editions except Database.com

You can navigate between pages and select options using standard text and button links. On any detail page you can click the Back to List: link to return to your most recently viewed list page. The kind of list that you will be returning to is appended after the colon. For example, if the last list page you viewed was the 'D' page of the All Accounts view, clicking Back to List: Accounts returns you to that page. Similarly, if your most recently viewed list page was a list of cases, then the link would be Back to List: Cases. The link isn't available if you haven't viewed any list pages in your current session. If your organization has enabled collapsible page sections, use the arrow icons next to the section headings to expand or collapse each section on the detail page. Note: Buttons and links mentioned in the online help only display for users who have the appropriate user permissions.

See Also:About the Sidebar Navigating Long Lists

Entering DataAvailable in: All Editions except Database.com

Entering data in Salesforce is much like entering data in any Web page. You can enter data in any of the tabs, or you can import data.

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Getting Started

Entering Data

Note the following: Remember to click Save so you dont lose your changes. Required fields are marked with red on editable pages. All other fields are optional. Use inline editing to edit fields directly on the detail page. If inline editing isn't enabled, contact your administrator.

See Also:Entering Dates and Times Entering Currency Entering Phone Numbers Selecting Picklist Values

Entering Dates and TimesAvailable in: All Editions except Database.com

Many fields allow you to enter a date or a time in the format specified by your Locale setting. For more information about these formats, see What format is used for dates, times, and names in Salesforce? on page 3096. To enter a time, do one of the following: Click the link next to the field on the edit page to enter the current time. Manually enter a time in the format allowed by your Locale setting.

To enter a date: 1. Click in the date or date/time field on an edit page. 2. Choose a date from the calendar, or manually enter a date. All dates display with four digits for the year, although you can enter two or four digits according to these guidelines. Examples are shown in the English (United States) locale: Enter two digits from 00 to 59 for years 2000 - 2059, for example, 12/30/40 is saved as December 30, 2040 Enter two digits from 60 to 99 for years 1960 - 1999, for example, 12/30/60 is saved as December 30, 1960 Enter four digits for any year from 1700 to 4000

3. Optionally, enter a literal date value. If your locale and language are English, you can use the following special date values for entering dates: Literal Date Value Yesterday Today Tomorrow Range The day before the current day. The current day. The day after the current day.

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Getting Started

Entering Data

Literal Date Value Monday Tuesday Wednesday Thursday Friday Saturday Sunday mm/dd

Range The next Monday. If the current day is Monday, the current day. The next Tuesday. If the current day is Tuesday, the current day. The next Wednesday. If the current day is Wednesday, the current day. The next Thursday. If the current day is Thursday, the current day. The next Friday. If the current day is Friday, the current day. The next Saturday. If the current day is Saturday, the current day. The next Sunday. If the current day is Sunday, the current day. The values for the day and month and the current year. For example, 12/31 would expand to 12/31/2009 if the year is 2009. The values for the day and month and the current year. For example, 12.31 would expand to 12/31/2009 if the year is 2009. The values for the day and month and the current year. For example, 12-31 would expand to 12/31/2009 if the year is 2009.

mm.dd

mm-dd

If the field is a date/time field, the time is set to the current time. These literal date values are not case sensitive. Tip: You can set these literal date values using the first three letters. For example, yes for yesterday or mon for Monday.

Minimum and Maximum Dates Only dates within a certain range are valid. The earliest valid date is 1700-01-01T00:00:00Z GMT, or just after midnight on January 1, 1700. The latest valid date is 4000-12-31T00:00:00Z GMT, or just after midnight on December 31, 4000.

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Getting Started

Entering Data

Note: These values are offset by your time zone. For example, in the Pacific time zone, the earliest valid date is 1699-12-31T16:00:00, or 4:00 PM on December 31, 1699.

See Also:Entering Data Entering Currency Entering Phone Numbers Selecting Picklist Values

Entering CurrencyAvailable in: All Editions except Database.com

In currency fields such as Quota or Annual Revenue, the Currency Locale setting in your Company Information determines the format and currency type of amounts you enter. For Group, Professional, Enterprise, and Unlimited Edition organizations that use multiple currencies, the format and currency type is determined by the Currency field in the record. When you enter a monetary amount (or any other type of number), you can use the shortcuts k, m, or b to indicate thousands, millions, or billions. For example, when you enter 50k it displays as 50,000. However, these shortcuts do not work for filter criteria.

See Also:Entering Data Entering Dates and Times Entering Phone Numbers Selecting Picklist Values Managing Multiple Currencies

Entering Phone NumbersAvailable in: All Editions except Database.com

When you enter phone numbers in various phone fields, Salesforce preserves whatever phone number format you enter. However, if your Locale is set to English (United States) or English (Canada), ten-digit phone numbers and eleven-digit numbers that start with 1 are automatically formatted as (800) 555-1212 when you save the record. If you do not want this formatting for a ten- or eleven-digit number, enter a + before the number, for example, +49 8178 94 07-0.

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Getting Started

Entering Data

Note: If your ten- and eleven-digit phone numbers have Salesforces automatic format, you may need to enter the parentheses when specifying filter conditions in areas such as custom reports, custom views, and lead assignment rules, for example, Phone starts with (415).

See Also:Entering Data Entering Dates and Times Entering Currency Selecting Picklist Values

Selecting Picklist ValuesIn Salesforce, you may encounter a few different types of picklist fields: Standard picklists - Click the down arrow to select a single value. Multi-select picklists - Double click on any available value in one scrolling box to add that value to the selected scrolling box on the right. You can choose a single value or multiple values. To select values within a range, select the first value and click the last value in the range while holding down the SHIFT key; then, click the arrow to add selections to the chosen box. Dependent and controlling picklists work in conjunction with each other. The value chosen in the controlling picklist affects the values available in its dependent picklist. Both controlling and dependent picklists are indicated on edit pages by an icon. Hover your mouse over the icon to display the name of the controlling or dependent picklist.

See Also:Entering Data Entering Dates and Times Entering Currency Entering Phone Numbers

Editing Data Using Inline EditingInline editing settings available in: All Editions except Database.com

User Permissions Needed To enable inline editing: Customize Application

Inline editing allows users to quickly change field values on a record's detail page, saving the user from having to access the record's edit page first.

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Getting Started

Entering Data

To enable inline editing for your organization, see Customizing User Interface Settings on page 1471. To edit a record using inline editing: 1. Hover your mouse over the field you want to change: indicates an editable field indicates a read-only field (such as Last Modified By)

2. Double-click the highlighted region next to the field. The field changes to edit mode. Salesforce displays compound fields in a dialog box so that all portions of the field can be edited. Examples of compound fields include addresses, first and last names, dependent picklists, and dependent lookups. 3. Enter the new value. Press Esc while your cursor is in a field's edit box to revert a change for that field. 4. Click away from the field to confirm your change and continue making edits. If you are editing a field that is not a text area field, you can also press Enter to confirm your change. Confirmed changes display in bold orange text. To revert a change, click next to the field. 5. Press Enter again or click Save to commit all confirmed changes. Important: Salesforce doesn't save confirmed changes to field values until you commit them by pressing the Enter key a second time or clicking Save. Navigating away from the page without committing changes cancels all edits made to the record.

Tips for Saving Inline Edits Press Enter while your cursor is in a field's edit box to confirm the change for that field. Press Enter when no fields are in edit mode to save all edits to the record.

Unsupported Behaviors Removing the Edit button from a page layout doesn't prevent users from modifying the record using inline editing. To prevent users from editing data altogether, administrators should use any combination of sharing rules, field-level security, page layout field properties, validation rules, permissions or Visualforce pages. Inline editing isn't available for users with accessibility mode enabled. Inline editing isn't available for the following standard checkboxes on case, lead, and account edit pages: Case Assignment (Assign using active assignment rules) Case Email Notification (Send notification email to contact) Lead Assignment (Assign using active assignment rule) Territory Assignment (Run territory assignment rules on save)

You can't use inline editing on setup pages. Solution descriptions can't be modified using inline editing if HTML solutions are enabled. Inline editing isn't supported in the Customer Portal. You can use inline editing to change the values of fields on records for which you have read-only access, either via field-level security or your organization's sharing model; however, Salesforce doesn't let you save your changes, and displays an insufficient privileges error message when you try to save the record. Inline editing isn't supported in the dashboard. The fields in the following standard objects are not inline editable. All fields in Documents and Pricebooks All fields in Tasks except for Subject and Comment All fields in Events except for Subject, Desription, and Location

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Getting Started

Entering Data

Full name fields of Person Accounts, Contacts, and Leads. However, their component fields are, for example, First Name and Last Name. Special Cases Inline editing is available on detail pages for all editable fields on edit pages, except for some fields on tasks, events, price books, and documents. To edit any of these, navigate to the edit page of a record, change the value of the field desired, and then click Save. The following table lists the objects that have inline editing restrictions on some of their fields. You may need special permissions to view some of these fields: Object All Objects Opportunities Fields All fields are editable except long text area fields. All fields are editable, except the following fields are only editable on detail pages (not on list views): Amount Stage Forecast Category Quantity All fields are editable, except Lead Status is only editable on detail pages (not on list views). All fields are editable, except Case Status is only editable on detail pages (not on list views). All fields are editable, except Contract Status is only editable on detail pages (not on list views). Only the following fields are editable: Description Location Subject Type Custom fields Only the following fields are editable: CallType Description Subject Type Custom fields No fields are editable. No fields are editable.

Leads Cases Contracts Events

Tasks

Documents Pricebooks

20

Getting Started

Accessing Data

Error MessagesWhile using Salesforce, you may occasionally get an error message. Typically, this happens when you try to view, edit, or delete information to which you don't have access. The message page that displays should explain the reason for the error. Click your browsers Back button to return to the previous page. If you feel you have incorrectly received an error, click Help & Training at the top of any page and select the My Cases tab to submit your issue directly to Customer Support.

Accessing DataAvailable in: All Editions except Database.com

Your administrator can customize many different areas to secure your company's data. Additionally, users in Professional, Enterprise, Unlimited, and Developer edition organizations can control the access that other users have to their data by sharing records individually with colleagues. To determine whether you can access data, review this table: Action To view a tab: Access Needed You must have the Read permission on the records within that tab. Make sure you have customized your personal display to show the tab. Make sure you have the Read permission on the type of record you want to view. Professional, Enterprise, Unlimited, and Developer Edition organizations can set a sharing model that determines the access users have to records they do not own. Depending on your sharing model, the owner may need to share the record with you if you are not the owner of the record or above the owner in the role hierarchy. Enterprise, Unlimited, and Developer Edition organizations can use territory management to grant access to accounts, opportunities, and cases. Make sure you have the Read permission on the type of record for the field. For Enterprise and Unlimited Edition organizations, check the field-level security; your field-level security settings may prevent you from seeing the field. Check your page layout; depending on your page layout settings, you may see some fields and not others.

To view a record:

To view a field:

21

Getting Started

Using Salesforce Help

Action To edit a field:

Access Needed Make sure you have the Edit permission on the type of record for the field. For Enterprise and Unlimited Edition organizations, check the field-level security; your field-level security settings may set a field to Read-Only. Check your page layout; page layouts can set fields to read only. Make sure you have the Read permission on the type of records displayed in the related list. Check your page layout; depending on your page layout settings, you may see some fields and not others. Make sure you have the necessary permission to perform the action. Buttons and links only display for users who have the appropriate user permissions to use them.

To view a related list:

To view a button or link:

Using Salesforce HelpAll information in the online help applies to All Editions, unless otherwise noted.

The Salesforce Help site gives you the information you need to be successful. You can: Get Help for What You're Working On Find Answers to Your Questions Print Help Download Tip Sheets and Other Guides Review Documentation for Force.com Developers Contact Support

Get Help for What You're Working On On any Salesforce page, click Help for this Page to get context-sensitive help for the page. On any related list or overlay, click Help to get context-sensitive help. Find Answers to Your Questions To get targeted information, enter keywords or a phrase in the Help search box. You'll get a list of matching resources, which you can refine by role, language, application area, or document type: help documentation, knowledge articles from Customer Support, best practices, and training classes. For more information about the Help site's features and content, start with the How to Use Help gadget on the Help site home page.

22

Getting Started

Supported Browsers

Print Help Click Print this page from any Help page to print a single page. To print the entire user guide, which is a PDF version of the help documentation, click Printable User Guide in the Documentation gadget or from any Help page. Because the user guide is thousands of pages, we recommend you print only a single page or a range of pages. Download Tip Sheets and Other Guides You can find tip sheets, user guides, and other resources from Printable Tip Sheets & User Guides on page 3267. You can also access these documents from the Documentation gadget on the Help site home page. Review Documentation for Force.com Developers If you are working with the Force.com platform, you'll find the information you need in Documentation Resources for Force.com Developers on page 1978. You can also access developer documentation from the Documentation gadget on the Help site home page. Contact Support Click Contact Support on the Help site to choose your support option: talk by phone, chat, open a case, post a question to the Salesforce community, or take another action. Note: Salesforce.com makes every effort to ensure the accuracy of the information contained within the Help site, but assumes no responsibility or liability for any errors or inaccuracies that may appear. If you do find any errors, please use the feedback form at the bottom of every help page.

See Also:Custom Help Overview Replacing Salesforce Online Help

Supported BrowsersSalesforce supports the following browsers: Browser Windows Internet Explorer versions 6, 7, 8, and 9 Comments Salesforce.com strongly recommends using Internet Explorer version 9 over versions 6, 7, and 8. Apply all Microsoft hotfixes. Internet Explorer 6 is not supported for certain features. Internet Explorer 7 is not supported for Siteforce. The compatibility view feature in Internet Explorer 8 and 9 is not supported in Salesforce. For configuration recommendations, see Configuring Internet Explorer on page 27.

Mozilla Firefox, most recent stable version Salesforce.com recommends using Firefox for best performance and makes every effort to test and support the most recent version. For configuration recommendations, see Configuring Firefox on page 25. Google Chrome, most recent stable version Google Chrome applies updates automatically; Salesforce.com makes every effort to test and support the most recent version. There are no configuration recommendations for Chrome. Chrome is not supported for the Console tab or the Service Cloud console.

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Getting Started

Supported Browsers

Browser Google Chrome Frame plug-in for Internet Explorer 6

Comments Supported plug-in for Internet Explorer 6 only. Google Chrome Frame applies updates automatically; Salesforce.com supports only the most recent version. For configuration recommendations, see Installing Google Chrome Frame for Internet Explorer on page 25. Chrome Frame plug-in is not supported for the Service Cloud console or Forecasts. Supported on Windows XP and Mac OS X version 10.4 and later. There are no configuration recommendations for Safari. Safari is not supported for the Salesforce CRM Call Center CTI Toolkit or the Service Cloud console.

Apple Safari version 5.1.x

Note: Salesforce.com uses the following domains to deliver content. If your users are allowed general access to the Internet, there is no required action. If you whitelist domains, you must add these to your list of allowed domains. If you've disabled third-party cookies (typically enabled by default in all major browsers), you must accept them for Salesforce to function properly. *.staticforce.com *.content.force.com *.force.com *.salesforce.com Important: For all browsers you must enable JavaScript, cookies, and SSL 3.0. Some third-party Web browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or inconsistent behavior with Chatter, disable all of the Web browser's plug-ins and extensions and try again. Salesforce.com strongly recommends a minimum screen resolution of 1024 x 768 for the best possible user experience. Screen resolutions smaller than 1024 x 768 may cause issues displaying Salesforce features such as Report Builder and Page Layout Editor. Certain features in Salesforceas well as some desktop clients, toolkits, and adaptershave their own browser requirements. For example: Internet Explorer is the only supported browser for: Standard mail merge (Chrome Frame plug-in for Internet Explorer isn't supported because the ActiveX controls required for mail merge are only supported in Internet Explorer.) Installing Salesforce Mobile on a Windows Mobile device Connect Offline Internet Explorer 6 is not supported for: Chatter Global Search Answers Cloud Scheduler The new user interface theme Quote Template Editor Service Cloud Console

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Getting Started

Supported Browsers

Forecasts Enhanced profile user interface Siteforce Schema Builder

Firefox is recommended for the enhanced page layout editor.

Refer to the documentation for those products for specific information. Other requirements can be found in Salesforce System Requirements.

See Also:Tip sheet: Browser Support and Configuration

Installing Google Chrome Frame for Internet ExplorerAvailable in: All Editions except Database.com

Salesforce supports Google Chrome Frame for Internet Explorer version 6 only. Google Chrome Frame enables Internet Explorer to utilize Salesforce features such as the new user interface theme and Chatter. To install Google Chrome Frame for Internet Explorer: 1. 2. 3. 4. In the Internet Explorer address bar, go to www.google.com/chromeframe. Click Get Google Chrome Frame and review the Terms of Service. Click Accept and Install. After the installation is complete, click Close and restart Internet Explorer.

See Also:Supported Browsers

Configuring FirefoxAvailable in: All Editions

Salesforce.com recommends using Firefox for best performance and makes every effort to test and support the most recent version. Required Settings The following settings are required: 1. Click Tools > Options. 2. Enable JavaScript:

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Getting Started

Supported Browsers

a. Go to the Content panel. b. Select the Enable JavaScript option. 3. Accept cookies: a. b. c. d. e. Go to the Privacy panel. For the Firefox will option, select Use custom settings for history. Select the Accept cookies from sites option. Select the Accept third-party cookies option. For the Keep until option, select they expire.

4. Set encryption protocols: a. Go to the Advanced panel. b. Click the Encryption tab. c. Select the Use SSL 3.0 option. 5. Click OK. Advanced Settings Optionally, configure advanced caching preferences to maximize performance: 1. Type about:config in the browser's location bar, and then press Enter. 2. If a warning displays, click I'll be careful, I promise!. 3. Search for the following preferences and set them to the recommended value by double-clicking the preference name. Changes take effect immediately. 4. Change how the browser retains common resources across requests by setting the following caching preferences. Preference browser.cache.check_doc_frequency browser.cache.disk.capacity browser.cache.disk.enable browser.cache.disk_cache_ssl browser.cache.memory.enable network.http.use-cache Recommended Value 3 Default Value 3

50,000 or more; increase to use more hard disk 50,000 space True True True True True False True True

Note: You can set some of these preferences by clicking Tools > Options in the Firefox browser. Refer to Firefox Help for details.

Tip: Setting privacy.sanitize.sanitizeOnShutdown to True causes the cache to clear when Firefox shuts down. This increases privacy, but may decrease performance. To view the contents of your cache, type about:cache in the Firefox location bar and press Enter.

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Getting Started

Supported Browsers

Refer to MozillaZine Knowledge Base and Firefox Support Home Page for more information on these and other preferences.


Configuring Internet ExplorerAvailable in: All Editions Salesforce.com strongly recommends using Internet Explorer version 9 over versions 6, 7, and 8. Apply all Microsoft hotfixes. To maximize the performance of Internet Explorer, set the following options in the Internet Options dialog box, which you can open by clicking Tools > Internet Options: General Tab 1. From the General tab, click Settings under Browsing History (Temporary Internet Files for version 6). 2. For the Check for newer versions of stored pages option, select Automatically. 3. For the Disk space to use option (Amount of disk space to use in version 6), enter at least 50 MB. Security Tab 1. From the Security tab, click Custom Level under Internet and scroll to the Scripting section. 2. Make sure the Active Scripting option is enabled. JavaScript depends on this setting being enabled. Privacy Tab 1. 2. 3. 4. From the Privacy tab, click Advanced. Select the Override automatic cookie handling option. Select the Always allow session cookies option. For the Third-party Cookies option, select Accept.

Advanced Tab From the Advanced tab, scroll to the Security section and do the following: Do not select the Do not save encrypted pages to disk option. Select the Use SSL 3.0 option.

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Getting Started

Supported Browsers

Tip: The Empty Temporary Internet Files folder when browser is closed option causes the cache to clear when Internet Explorer is shut down. This increases privacy, but may decrease performance.


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WORKING IN SALESFORCE

PERSONAL SETUPPersonal Setup OverviewThe available setup options vary according to which Salesforce Edition you have.

The Personal Setup page, accessed by clicking Your Name > Setup > Personal Setup, contains setup and customization options to help you personalize the application for your personal use. The sidebar includes tools for browsing and searching setup options.

My Personal InformationExpand the My Personal Information folder under Personal Setup to access the following options. Personal InformationEdit your user information, create quotas, view login history, and more (see Editing Your Personal Information on page 30). Change My PasswordChange your password (see Changing Your Password on page 42). Reset My Security TokenReset the security token that you may need to log into Salesforce from outside your company's trusted network (see Resetting Your Security Token on page 44). My GroupsAdd, update, or delete your personal groups (see About Groups on page 550). Change My DisplayCustomize your display of tabs and related lists (see Customizing Your Display on page 41). Grant Login AccessAllow salesforce.com Customer Support representatives or your administrator to log in to your account (see Granting Login Access on page 31). Calendar SharingAllow other users, personal and public groups, roles, or roles and subordinates to view your calendar (see Granting Access to Your Calendar on page 47). RemindersSet your personal preferences for activity reminders (see Setting Reminders on Activities on page 109). Record Type SelectionSet your preferences for automatic selection of default record types (see Setting Record Type Preferences on page 48).

EmailExpand the Email folder under Personal Setup to access the following options. My Email SettingsSet your outbound email settings (see Editing Email Settings on page 46). My TemplatesCreate and edit your own email templates (see Managing Email Templates on page 437). My Stay-in-Touch SettingsSet your preferences for emails requesting contact information updates (see Editing Stay-in-Touch Settings on page 46).

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Personal Setup

Editing Your Personal Information

ImportExpand the Import folder under Personal Setup to access the following options. Import My Accounts & ContactsImport accounts and contacts that you own (see Import My Contacts on page 754). Import My Person AccountsImport person accounts that you own. Note that your administrator may have customized the text of this link.

Desktop IntegrationExpand the Desktop Integration folder under Personal Setup to access the following options. Check for UpdatesSee what desktop client versions you have and install updates (see Checking for Desktop Client Updates on page 50). Salesforce for OutlookInstall Salesforce for Outlook to integrate your data with Microsoft Outlook (see Salesforce for Outlook Overview on page 2398). To download Connect for Outlook, see Force.com Connect for Microsoft Outlook Overview on page 2426. Connect for OfficeInstall Connect for Office to integrate your data with Microsoft Word and Excel (see Force.com Connect for Microsoft Office Overview on page 2482). Connect OfflineInstall Connect Offline to work remotely when you are not online (see Force.com Connect Offline Overview on page 2489). Connect for Lotus NotesDownload the Connect for Lotus Notes integration plug-in (see Force.com Connect for Lotus Notes Overview on page 2454).

Social ContactsExpand the My Social Contacts folder under Personal Setup to access the following options. SettingsConfigure the social networks that you want to use to see contacts' social profiles, or turn off the Social Contacts feature if you don't want to use it (see Configuring Your Social Contacts Settings on page 169).

Call Center SettingsExpand the Call Center Settings folder under Personal Setup to access the following options. My SoftPhone SettingsSet your SoftPhone user preferences (see Editing Personal SoftPhone Settings on page 2772).

Editing Your Personal InformationThe available personal setup options vary according to which Salesforce Edition you have.

To update your personal information, click Your Name > Setup > My Personal Information > Personal Information. Administrators can edit any users information as described in Editing Users on page 471. From the personal information page, you can change the following: Personal InformationTo make changes, click Edit. See User Fields on page 32 for a list of the user fields. If you change your email address, a confirmation message will be sent to the new address. You must click the link provided in that message for the new email address to take effect. This process is to ensure system security. Change PasswordClick the Change Password button. See Changing Your Password on page 42.

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Personal Setup


Approver SettingsSet preference for receiving approval request emails. See Changing Your Approval User Preferences on page 1698. Storage SpaceClick View next to the Used Data Space or Used File Space field to see how much storage space you are using. See Monitoring Resources on page 699 for information on organization storage limits. QuotasCreate and edit your quotas. See Setting Quotas for Customizable Forecasting on page 478 or Adding and Editing Quotas on page 45 if you do not have customizable forecasting. Personal GroupsAdd, update, or delete your personal groups. See About Groups on page 550. Default Sales TeamSet up your default sales team. See Setting Your Default Sales Team on page 2338. Default Account TeamSet up your default account team. See Setting Up Default Account Teams on page 2212. Login HistoryAdministrators can view the users last ten successful and failed login attempts.

You also have access to view the following: Public Group MembershipLists the public groups to which you belong, as determined by your administrator. Managers in the Role HierarchyLists the users above you in the role hierarchy, as defined by your administrator. See Managers in the Role Hierarchy on page 32. TerritoriesLists the territories to which you are assigned. See Managing Users in Territories on page 2355. Assigned Mobile DevicesLists the mobile device from which you activated Salesforce Mobile for your Salesforce account. See Managing Mobile Devices on page 904. Remote AccessLists the remote access applications that you have granted access to.

See Also:Personal Setup Overview Changing Your Default Division

Viewing Public Group MembershipAvailable in: Professional, Enterprise, Unlimited, Developer, and Database.com Editions

To view which public groups include you as a member: 1. Click Your Name > Setup > My Personal Information > Personal Information. 2. Scroll down to the Public Group Membership related list, which lists the public groups of which you are a member. 3. To view a group's membership details, click the group name.

See Also:Editing Your Personal Information

Granting Login Access

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Personal Setup


Available in: All Editions Granting administrator access available in: Enterprise, Unlimited, Developer, and Database.com Editions

In order to assist you, your administrator or a customer support representative may need to log in to the application using your login. You can grant access to them for a specified duration. The maximum period for granting access is limited to one year, for security reasons. During the time you have granted access, they can use your login and access your data to help you resolve any problems. To grant login access: 1. Choose Your Name > Setup > My Personal Information > Grant Login Access. 2. Set the access expiration date, by choosing a value from the picklist. 3. Click Save. If an administrator, support representative, or publisher makes setup changes using your login, the setup audit trail lists those changes, including the username of the delegate user who made the changes. Note: You may be unable to grant access to certain support organizations due to restrictions set up by your administrator or based on the type of licensing used by a packaged application.

See Also:Logging In as Another User Monitoring Setup Changes

Managers in the Role HierarchyAvailable in: Professional, Enterprise, Unlimited, Developer, and Database.com Editions

The Managers in the Role Hierarchy related list shows all of the users above you in the hierarchy. These users have the same access to your data as you dothey have access to all data you own or that has been shared with you. To view this related list, click Your Name > Setup > My Personal Information > Personal Information, and scroll down to the related list.

See Also:Managing Roles

User Fields

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Personal Setup


The available fields vary according to which Salesforce Edition you have.

Note: The name workspace has changed. The new name is library unless your administrator has changed the name. We haven't changed how it worksjust made the name easier to understand. A user's personal informationor user detailpage has the following fields, listed in alphabetical order. Some of these fields may not be visible or editable depending on your permissions or edition. FieldAccessibility Mode

Description Checkbox that enables or disables a user interface mode designed for visually-impaired users. See Enabling Accessibility Mode on page 3275. Administrative checkbox that enables or disables user login to the service. Street address for user. Up to 255 characters are allowed in this field. Opt in to receive administrator-targeted promotional emails from salesforce.com. This field is not available if your organization has disabled your choice to receive emails from salesforce.com. Short name to identify user on list pages, reports, and other pages where the entire name does not fit. Up to eight characters are allowed in this field. Indicates whether the user is allowed to use customizable forecasting or not. See Enabling Users for Customizable Forecasting on page 1262. Indicates whether or not an API token has ever been reset. Salesforce.com uses this field to help you troubleshoot issues related to API tokens if issues should occur. The name of the call center to which this user is assigned. See Managing Call Center Users on page 2788. Indicates whether the user is notified by email when his or her Checkout account is activated and available for login. You must have Manage Billing permission to enable.

Active

Address

Admin newsletter

Alias

Allow Forecasting

Api Token

Call Center

Checkout Enabled

City

City portion of users address. Up to 40 characters are allowed in this field. Indicates whether the option to set an alternate color palette for charts has been enabled. The alternate palette has been optimized for use by color-blind users. For dashboard emails, the alternate palette is not used.

Color-Blind Palette on Charts

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Personal Setup


FieldCommunity Nickname

Description Name used to identify this user in a community. Up to 40 alphanumeric characters are allowed; standard users can edit this field. Company name where user works. Up to 40 characters are allowed in this field. Name of the associated contact if the user is a partner user. Country portion of users address. Up to 40 characters are allowed in this field. User who created the user including creation date and time. (Read only) Users default currency for quotas, forecasts, and reports. Shown only in organizations using multiple currencies. This must be one of the active currencies for the organization. Listing of custom links for users as set up by your administrator. User's default currency setting for new records. Available only for organizations that use multiple currencies. Division that is applied, by default, to all new accounts and leads created by the user, unless he or she explicitly sets a different division. When users create records related to an account or other record that already has a division, the new record is assigned to the existing records division; the default division is not used. This setting does not restrict the user from viewing or creating records in other divisions. Users can change their division at any time. Available only in organizations that use divisions to segment their data.

Company

Contact Country

Created By

Currency

Custom Links

Default Currency ISO Code

Default Division

Delegated Approver

User lookup field used to select a delegate approver for approval requests. Depending on the approval process settings, this user can also approve approval requests for the user. Group that user works for, for example, Customer Support. Up to 80 characters are allowed in this field. Enables development mode for creating and editing Visualforce pages. This field is only visible to organizations that have Visualforce enabled..

Department

Development Mode

Disable Auto Subscription For Feeds

Disables automatic feed subscriptions to records owned by a user. Only available in organizations with Chatter enabled.

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Personal Setup


FieldDivision

Description Company division to which user belongs for example, PC Sales Group. Up to 40 characters are allowed in this field. Email address of user. Must be a valid email address in the form: [email protected]. Up to 80 characters are allowed in this field. Character set and encoding for outbound email sent by user from within Salesforce. ISO-8859-1 represents all Latin characters and should be used by English-speaking users. UTF-8 (Unicode) represents all characters for all of the worlds languages, but is not supported by some older email software. Shift_JIS, EUC-JP and ISO-2022-JP are useful for Japanese users. Identifying number for a user. Time of day that user generally stops working. Used to define the times that display in the users calendar. Fax number for user. The value used to identify a user for federated authentication single sign-on. For more information, see Configuring SAML Settings for Single Sign-On on page 640. Also used with identity providers. See About Identity Providers and Service Providers on page 668 First name of user, as displayed on the user edit page. Up to 40 characters are allowed in this field. Administrative checkbox that grants a user the ability to run flows. You must have the Manage Force.com Flow permission to enable.

Email

Email Encoding

Employee Number End of day

Fax Federation ID

First Name

Force.com Flow User

Force.com Quick Access Menu

Enables the Force.com quick access menu, which appears in object list view pages and record detail pages, and provides shortcuts to customization features for apps and objects. The default currency for all currency amount fields in the user record. Available only for organizations that use multiple currencies. Enables a user to find contact and lead records from Data.com and add them to Salesforce. Also indicates the type of Data.com user. Data.com Users get a limited number of records to add per month, and their unused additions expire at the end of each month. For each Data.com User, you can see the monthly limit and number of records added during the month. Data.com List users share contact and lead record

Information Currency

Data.com User Type

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Personal Setup


Field

Description additions from a pool. You can see the organization's limit, and the number of records each Data.com List User has added.

Knowledge User

Grants access to Salesforce Knowledge. The user's profile determines whether he or she has access to the Article Management tab or Articles tab. The primary language for the user. All text and online help is displayed in this language. In Professional, Enterprise, and Unlimited Edition organizations, a users individual Language setting overrides the organizations Default Language. Not available in Personal Edition, Contact Manager, or Group Edition. The organizations Display Language applies to all users.

Language

Last Login Last Name

Date of last login. (Read only) Last name of user, as displayed on the user edit page. Up to 80 characters are allowed in this field. Country or geographic region in which user is located. The Locale setting affects the format of date, date/time, and number fields, and the calendar. For example, dates in the English (United States) locale display as 06/30/2000 and as 30/06/2000 in the English (United Kingdom) locale. Times in the English (United States) locale display using a twelve-hour clock with AM and PM (for example, 2:00 PM), whereas in the English (United Kingdom) locale, they display using a twenty-four-hour clock (for example, 14:00). The Locale setting also affects the first and last name order on Name fields for users, leads, and contacts. For example, Bob Johnson in the English (United States) locale displays as Bob Johnson, whereas the Chinese (China) locale displays the name as Johnson Bob. For Personal Edition users, the locale is set at the organization level via Your Name > Setup > Company Profile > Company Information. For all other users, their personal locale, available at Your Name > Setup > My Personal Information > Personal Information, overrides the organization setting.

Locale

Make Setup My Default Landing Page

When this option is enabled, users land in the Setup page when they log in. Lookup field used to select the user's manager. This field: Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself. Allows Chatter to recommend people and records to follow based on your organization's reporting structure. For more

Manager

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Personal Setup


Field

Description information, see People Recommendations Overview on page 2135 and Record Recommendations Overview on page 2198. This field is especially useful for creating hierarchical workflow rules and approval processes without h

How to Be Successful With Salesforce-Winter12

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