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Learn Salesforce Basics PDF

1. orean ko 48 Learn Salesforce Basics Setup FAQs e Norwegian no e Portuguese Brazil pt_BR e Russian ru e Spanish es e Spanish Mexico es Mx e Swedish sv e Thai th Note e Spanish Mexico falls back to Spanish for customer defined translations e Even though the Salesforce user interface is fully translated to Thai Help remains in English End User Languages End user languages are useful if you have a multilingual organization or partners who speak languages other than your company s default language For end user languages Salesforce provides translated labels for all standard objects and pages except administrative pages Setup and Help When you specify an end user language labels and Help that aren t translated appear in English End user languages are intended only for personal use by end users Don t use end user languages as corporate languages Salesforce doesn t provide customer support in end user languages End user languages include e Arabic ar e Bulgarian bg e Croatian hr e Czech cs e English UK en_GB e Greek el e Hebrew iw e Hungarian hu e Indonesian in e Polish p1 e Portuguese Portugal pt_ PT e Romanian ro e Slovak sk ovenian s1 urkish tx S T e Ukrainian uk V ietnamese vi Note Salesforce provides limited support for right to left languages Arabic and Hebrew for the following features e Live Agent
2. Q 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 sometimes decrease performance SEE ALSO Supported Browsers Configuring Firefox To ensure Salesforce works optimally with Firefox you ll need to do a few configurations to the browser Salesforce makes every effort to test and support the most recent version of Firefox Available in Salesforce Classic Required Settings Available in all editions Make sure Firefox can accept cookies 1 Click Tools gt Options 2 Go to the Privacy panel 3 Forthe Firefox will option select Use custom settings for history 4 Select the Accept cookies from sites option 5 Select the Accept third party cookies option 6 Forthe Keep until option select they expire 7 Click OK 38 Learn Salesforce Basics Understanding Your Access to UI Elements Records and Fields Advanced Settings Optionally configure advanced caching preferences to maximize performance 1 Type about config inthe browser s location bar and then press Enter 2 Ifa warning displays click I ll be careful 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 Pref
3. To connect the downloadable app for Android to a different instance use these steps 189 Learn Salesforce Basics Find Help in the Salesforce Mobile App If you re still unable to log in ask your administrator for help SEE ALSO Get the Salesforce1 Mobile App Requirements for the Salesforce1 Mobile App Find Help in the Salesforcel Mobile App Salesforce1 includes a Help link that you can use to learn about the mobile app EDITIONS The Help link is located at the bottom of the Salesforce1 navigation menu Tap Ej to open the navigation menu Salesforcel available in All editions except And there are a lot of other resources that can help you get started with Salesforce1 Check out Database com Help Resources for the Salesforce1 Mobile App on page 179 Turn the Salesforce Mobile Browser App Off or On When the Salesforce1 mobile browser app is enabled for your organization you automatically EDITIONS redirect to this experience when you log in to Salesforce from a supported mobile browser Using the full Salesforce site in a mobile browser isn t supported But it is possible to turn off the mobile browser app if you need to access Salesforce Classic from your mobile device for awhile Salesforcel available in All editions except Note Ifyou disable automatic redirection to the Salesforce1 mobile browser app you re Database com turning off automatic access for any supported browser on any of your mobile devices
4. 122 EDITIONS Available in Lightning Experience Available in All Editions except Personal Edition Contact Manager Edition Corporate Social Network Edition EDITIONS Available in Lightning Experience Available in All Editions except Personal Edition Contact Manager Edition Corporate Social Network Edition EDITIONS Available in Lightning Experience Available in All Editions except Personal Edition Contact Manager Edition Corporate Social Network Edition Learn Salesforce Basics Which Fields are Searched in Lookup Dialog Search When you start typing in the lookup field you see a list of auto suggested results These instant results are matches for the search term to the name type field of the record However if you perform a full search the returned results match the search term to all searchable fields for the object This behavior is similar to global search results Which Fields Are Searchable Salesforce searches a unique set of fields for each object Note When you search for a value in a field that s hidden from you by field level security your results include the record that contains the field However you can t see the field IN THIS SECTION Searchable Fields by Object in Salesforce Classic Each search type sidebar advanced global and lookup searches a unique set of fields for each object Your search results for a particular object depend on two factors the type of se
5. Data tables have data table markup except enhanced listviews in Standard Mode only to aid identification of headers for each cell Lists provided in the main content area are marked up as lists A skip link the first keyboard focusable link on each page allows you to shift the focus to the start of the main content area This generally bypasses the navigational menus before the main content area greatly reducing the number of tab presses that would otherwise be required to reach the main content area of the page Keyboard focus is placed inside of dialog boxes when they open and will remain locked there until the dialog is closed On edit pages the keyboard focus defaults to the first editable field on the page When creating or editing a task or event the keyboard focus defaults to the Subject field regardless of its location on the page Buttons links and fields that aren t currently active are labeled with a disabled attribute For example when using a wizard with multiple steps some buttons may be disabled until you select a specific option Screen Reader Users Salesforce on demand applications are designed to take advantage of the latest features of the most widely used screen reading software Although you might find that many browser and screen reader combinations work well we recommend you use the most current versions of Mozilla Firefox and JAWS or NVDA with Salesforce These Salesforce features help en
6. Available in Salesforce Classic Available in e Contact Manager e Group e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Searchable Fields D amp B Company To have access to D amp B Company records your organization must have Data com Premium Prospector or Data com Premium Clean Searchable Fields Sidebar Search Advanced Search Global Search Company City Y va Company Y Country Company ma Y Description D U N S Number Y va Facsimile Y Number Mailing Y Sf Address Primary Y va Address Primary Y Y Y Business Name Telephone Y Y LS Number URL Y A SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Dashboard Searchable Fields Sidebar Search Advanced Search Global Search Title Y vA v All custom Y Y vA auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros 137 Search EDITIONS Available in Salesforce Classic Available with a Data com Prospector license in Contact Manager no Lead object Group Professional Enterprise Performance and Unlimited Editions Available with a Data com Clean license in Professional Enterprise Performance and Unlimited Editions EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Search Searchable Fields Sidebar Searc
7. Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in Enterprise Performance Unlimited and Developer editions The available person account fields vary according to which Salesforce edition you have Learn Salesforce Basics Search Searchable Fields Sidebar Search Advanced Search Standard Lookup EnhancedLookup Global Search Search Search Name and Fields Enhanced Lookup Search All Fields Billing S Y Address Description v 4 Email Y va Y Fax YY YY va Home Phone Y S Y Mailing vA v Address Mobile Y vA v Other Address Y va Other Phone Y L wa Shipping Y va Address Ticker Symbol Y wa Title Y Y Website va L Y Y All custom A Y vA auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All account and Y Y contact custom fields of type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic 150 Learn Salesforce Basics Search Searchable Fields Price Book Neither global search sidebar search nor advanced search are designed to find price books To find EDITIONS a price book use the Price Books area on the Products tab Available in Salesforce Searchable Sidebar Advanced Standard Global Products Classic Fields Search Search Lookup Search
8. For End Users Video Demos For Administrators For Administrators Vv Learn Salesforce Basics Video Demos Video Title For End Users For Administrators o Who Sees What Permission Sets Learn how to give users additional permissions and access settings without changing profiles o Who Sees What Record Types Learn how to organize and gather data for the same object in different ways using record types a Creating a Criteria Based Sharing Rule Learn how to create a sharing rule based on a field value in a record o Letting Your Salesforce Administrator Access Your Account Learn how you can grant your administrator access to your Salesforce account without distributing your password Ne Removing Users Access to Salesforce Deactivating users in Salesforce removes access to their account data while preserving their historical activity and records Once you understand why you deactivate users rather than deleting them learn how to deactivate someone and see what happens to their data o Activating Your Computer Learn how to activate your computer so you can log in to Salesforce outside the office o Enhancing Security with Two Factor Authentication 6 56 minutes See a demonstration of Two Factor Authentication for Salesforce and when to use it Vv How to Grant Login Access 2 25 minutes To help you your Salesforce administrator or Salesforce Support can log in to your Salesforce account Th
9. When Limit to items I own is selected the search results don t return asset idea invoice order question quote reply and user records because these records don t have owners Filters Your administrator determines the available filter fields in a search layout Search filters aren t available in Customer Portals or partner portals 167 Learn Salesforce Basics Limitations for Search in Salesforce Classic When filtering search results the operator is selected automatically based on the field type Except as noted all fields use the contains operator Auto number and phone fields use the contains operator because they can contain non numeric characters The equals operator is used with these types of fields e Dates e Numbers except auto number or phone fields e Record IDs Explicitly using the OR operator is only supported in number fields Except for number fields commas are used as OR operators in search results filters For example if you enter acme california in the Account Name filter field your results include account names with either acme or california For number fields where a comma can be part of a number commas aren t treated as OR operators and you must explicitly enter the OR operator Ifyou specify more than one criterion the result includes only records that match all the criteria For example if you enter acme california in the Account Name filter field your results include account names with both acme
10. e Sharing Model and Manual Sharing Topics e Topic and TopicAssignment Triggers User Setup e Creating and editing Personal and Public Groups e Send Activation Link Users e Expiring Passwords e Manage Users Learn Salesforce Basics Salesforce Mobile Products Overview e Managing Roles e Monitoring User Events logins and training e Resetting Passwords e Role Fields e Role List page e Set Up Password Expiration e Setting Login Restrictions Viewing the Public Group Related List Weekly Export Workflow e Outbound messages as both immediate and time dependent actions e Time Based Workflow Workflow Queue e Workflow Field Updates and Outbound Messages e Workflow rules Expansion Pack and Unlimited Apps Pack Expansion Pack for Professional Edition For Professional Edition you can purchase Expansion Pack units to increase app tab and object limits Each Expansion Pack unit corresponds to a user license in your organization Unlimited Apps Pack for Enterprise Edition For Enterprise Edition you can purchase Unlimited Apps Pack units to increase app tab and object limits as well as the maximum number of API calls and data storage capacity Each Unlimited Apps Pack unit corresponds to a user license in your organization Adding Pack Units Expansion pack and Unlimited Apps Pack units are available for Sales Cloud Service Cloud Force com and Site com Only users An organization can be upgraded only once with Ex
11. permission on the records within that tab e Make sure you have customized your personal display to show the tab 39 Learn Salesforce Basics Action To view a record To view a field To edit a field To view a related list To view a button or link SEE ALSO Granting Access to Records Viewing Which Users Have Access to Your Records Record Access Levels Understanding Your Access to UI Elements Records and Fields Access Needed 40 ake sure you have the Read permission on the type of record you want to view Professional Enterprise Unlimited Performance and Developer Edition organizations can set a sharing model that determines he 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 he owner in the role hierarchy Enterprise Unlimited Performance and Developer Edition organizations can use territory management to grant access o accounts opportunities and cases ake sure you have the Read permission on the type of record for the field For Enterprise Unlimited and Performance 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 Make sure you have the Edit permission o
12. salesforce Learn Salesforce Basics Salesforce Winter 16 gt W salesforcedocs Last updated October 16 2015 Copyright 2000 2015 salesforce com inc All rights reserved Salesforce 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 CONTENTS LEARN SALESFORCE BASICS 0 ccc cece eens 1 Welcome Salesforce Users 2 eee eee eee eee 1 Get to Know Salesforce Products eee eee eee 1 Get Started with Salesforce 2 eee eee eee rnrn 16 Define Personal Information and Preferences 2 eee eee 30 Get Set up for the Way You Work eee e eee 34 Navigate Salesforce 2 eee eee eee eee 53 Manage Your Work from the Home Tab 2 2 eee 62 Manage Relationships and Data with Records s sasssa sneer ee eee 67 Monitor and Analyze Your Data 2 eee eee eee 106 Find and Organize Information s sssaaa eee eee 3 Collaborate Within Salesforce 2 eee eee eee 175 Use Salesforce on Mobile Devices 2 eee eee 179 Get Additional Hel Dae seses eas CE 6 ae CEM Se Re DOGG OUR EEE SE Re EEC eR G 199 Troubleshooting 2 6 eee eee ee 219 LEARN SALESFORCE BASICS Welcome Salesforce Users Welcome to Salesforce This documentation designed for users and administrators introduces Salesforce and its key concepts provides an overview of products and editions and guides you through sett
13. Configuring Internet Explorer Ifyou use Internet Explorer we recommend using the latest version that Salesforce supports Apply all Microsoft software updates To maximize the performance of Internet Explorer set the following in the Internet Options dialog box via your browser s settings General Tab 1 From the General tab click Settings under Browsing History 37 EDITIONS Available in Salesforce Classic Available in all editions Learn Salesforce Basics Browsers 2 Forthe Check for newer versions of stored pages option select Automatically 3 Forthe Disk space to use option 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 From the Privacy tab click Advanced 2 Select the Override automatic cookie handling option 3 Select the Always allow session cookies option 4 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 selectthe Do not save encrypted pages to disk option Select Use TLS 1 0 Use TLS 1 1 and Use TLS 1 2 Make sure to deselect Use SSL 2 0 and Use SSL 3 0 SSL is no longer supported by Salesforce TLS 1 0 won t be supported after we deactivate it currently scheduled for the first and second quarter of 2016
14. For example to find where is person is mentioned in a group type the person s name in the search box above the group feed Q Example Watch a Demo Search in Salesforce Classic 178 Search Across Your Feeds EDITIONS Available in Salesforce Classic and Lightning Experience Available in e Group e Professional e Enterprise e Performance e Unlimited e Contact Manager e Developer EDITIONS Available in Lightning Experience Available in e Group e Professional e Enterprise e Performance e Unlimited e Contact Manager e Developer EDITIONS Available in Salesforce Classic Available in e Group e Professional e Enterprise e Performance e Unlimited e Contact Manager e Developer Learn Salesforce Basics Use Salesforce on Mobile Devices Use Salesforce on Mobile Devices Salesforce Mobile App The Salesforce1 mobile app is Salesforce on the go This enterprise class mobile experience gives EDITIONS you real time access to the same information you see in the office but organized for getting work done faster between customer meetings waiting for a flight even when you re in line for coffee Salesforce1 available in All The intuitive interface makes it easy to navigate and interact with data on a touchscreen so you editions except can review and update information with just a few taps And Salesforce1 includes many of your Database com organization s customizations so the app is tailor
15. Lead and User objects EDITIONS Available in both Salesforce Classic and Lightning Experience Available in all editions Are Different Forms of the Search Term Included in the Search Results Searches expand to match different forms of a search term with a process called lemmatization As part of the search process a word is reduced to its root form Search then returns matches for the expanded forms This behavior applies to the type of word for which you re searching a search for a noun matches variants of the noun form a search for a verb matches variants of the verb form For example a search for run matches items that contain run running and ran Matches on forms of a search term rank lower than matches on the exact term in search results These objects are supported Article File These languages are supported Chinese Danish Dutch English French German Italian 165 EDITIONS Available in both Salesforce Classic and Lightning Experience Available in all editions Learn Salesforce Basics Limitations for Search in Salesforce Classic e Japanese e Korean e Norwegian e Portuguese e Russian e Spanish e Swedish e Thai What Are the Results See As Type in the Search Bar As you type in the global search box a list of auto suggested records appears These instant results EDITIONS let you quickly access a record before performing a full search Instant results appear when you re loo
16. Make sure you re aware of any guidelines for the kind of record you re editing The Salesforce help will tell you Find and open the record you want to edit Click Edit Enter or edit values in the fields Q Tip Most objects have field definitions in the Salesforce help Just search the help for the object name fields For example if you re creating or editing an account record and want to know more about your options in the Industry drop down list look up Account Fields in the help 26 EDITIONS Available in Salesforce Classic Available in all editions USER PERMISSIONS To edit records e Edit on the object for the kind of record you re editing Learn Salesforce Basics 5 When you finish entering or editing values click Save SEE ALSO Create Records Guidelines for Entering Currency Dates Times and Phone Numbers Guidelines for Editing Records with the Inline Editor Editing Records Directly From Enhanced Lists Create Notes and Add Them to Records Attach Files to Records Checking Your Spelling Deleting Records Deleting records is standard procedure for most Salesforce users For some kinds of objects deleting one record affects other related records For example if you delete an account or contact all associated assets are also deleted 1 Make sure you re aware of the effects if any of deleting the kind of record you want to delete The Salesforce help will tell you 2 Find
17. Salesforce Chatter Content Recruiting Mo Checkout AppExchange Developer Community Open an App from the App Launcher in Salesforce Classic Navigate between your Salesforce apps and connected apps from a single menu Note These steps work in Salesforce Classic If you see a row of tabs across the top of your screen you re in Salesforce Classic If you see a navigation bar on the left you re in Lightning Experience You must have access to a Salesforce app or connected app to see and open it from the App Launcher To open the App Launcher select the App Launcher on any Salesforce page from the Force com App Menu 54 Open a Different App EDITIONS Available in Salesforce Classic Available in All editions except Database com USER PERMISSIONS To use an app e Access to that app as specified in your user profile or permission set EDITIONS Available in Salesforce Classic Available in e Enterprise e Performance e Unlimited e Developer USER PERMISSIONS To see the App Launcher e Use Identity Features Learn Salesforce Basics Sales Webex Workday HR Office 365 Concur Gmail Google Drive Google Calendar ExactTarget App Launcher al Center Marketing Salesforce Chatter Community Checkout AppExchange Developer Community In the App Launcher click an installed app icon to launch the app Open a Different App Home App Launcher
18. accessing the formulas editor in the app and how to use the editor tools to create formulas wa How to Calculate the Number of Days a Case is Open This video walks you through constructing a formula that will calculate the number of days it took to close a case or if the case is still open how many days have passed since it was first opened ua How to Build an Image Formula This video explains how to create a quick and easy formula that adds graphics to the ratings field on a lead five stars for hot three stars for warm and one star for cold so that salespeople can see at a glance which leads are the most important o Formulas Tips and Gotchas Formulas are a powerhouse and can be used in fields and reports This video walks you through a few pro tips on how to get started and how to avoid some common pitfalls We use best practices such as writing your formula in plain language and using formatting 214 Learn Salesforce Basics Video Title to organize the formula so its easy to read We also cover how to handle blank fields in both addition or subtraction and division ua Release Management Overview Learn how to use Force com point and click tools a developer sandbox and change sets to manage releases for your organization as Release Management Developing and Testing on Sandbox Learn about the four types of sandboxes that Salesforce provides and discover how to create sandboxes to develop and test yo
19. device or using a mobile browser It s possible that some of the Salesforce1 versions are disabled for your organization ask your Salesforce administrator about your options Salesforce available in All Install a Downloadable App editions except Salesforce1 downloadable apps are available for Android phones and iPad and iPhone devices You Database comm can download and install the app from Google Play or the App Store You can download and install the Salesforce1 downloadable apps from Google Play or the App Store to supported Android and iOS devices Once the app is installed launch it from your home screen and log in to your Salesforce account You may be prompted to create a security PIN By default you re connected to your production environment Note If you re not able to log in verify with your administrator that you re enabled to use the downloadable app Use the Mobile Browser App The Salesforce1 mobile browser app runs in a mobile browser The mobile browser app is a great option if your organization prevents installing apps on your corporate issued device If the mobile browser app is enabled for your organization you re automatically redirected to Salesforce1 when you log in to Salesforce from a supported mobile browser If Salesforcel doesn t automatically start for you make sure you didn t turn off the redirection to the mobile browser app and that you re using a supported browser SEE ALSO Why Can
20. e Cases e Accounts 49 Learn Salesforce Basics Setup FAQs These features are not supported in Lightning Experience the Salesforce1 mobile app any other mobile app or mobile browser or any user interface except Salesforce Classic There is no guarantee that right to left languages function correctly with any other Salesforce features There are no plans to expand the list of supported features Features that aren t supported for right to left languages include but are not limited to the following e Report Builder e Generating quote PDFs e Customizable forecasting e Emails e Salesforce Knowledge e Feeds e Communities The absence of a feature from this list does not imply support Only Live Agent Cases and Accounts are supported with right to left languages Platform Only Languages In situations where Salesforce doesn t provide default translations use platform only languages to localize apps and custom functionality that you ve built on the Salesforce App Cloud You can translate items such as custom labels custom objects and field names You can also rename most standard objects labels an Platform only languages are available in all pl d fields Informative text and non field label text aren t translatable aces where you can select a language in the application However when you select a platform only language all standard Salesforce labels default to English or in select cases to an end
21. next to a user s name to see the reason the user has access to the record The possible reasons are Reason Description Account Sharing Rule administrator 70 View and Share Records EDITIONS Available in Salesforce Classic Sharing for accounts and contacts is available in Professional Enterprise Performance Unlimited and Developer Editions Sharing for campaigns cases custom object records leads and opportunities is available in Enterprise Performance Unlimited and Developer Editions Sharing for custom objects is available in Database com EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer If there are multiple reasons with different access levels the user is always granted the most permissive access level The user has access via an account sharing rule created by the Learn Salesforce Basics Reason Accoun Accoun Accoun Accoun Administrator Associated Portal User or Role Associated Record Owner or Sharing Associated Record Sharing Campaign Sharing Rule Shari Team Terri Terri ng Ory ory Rule Case Sharing Rule Contact Sharing Rule Delegated Forecast Manager Forecast Manager Group Member Lead Sharing Rule Manager of Territory Member Manual Sharing 7 View and Share Records Description The user was granted access via the Shari
22. permission Supported Salesforce Supported Mobile Editions Free for customers using Personal Edition Group Edition Professional Edition Enterprise Edition Unlimited Edition Performance Edition Developer Edition Contact Manager Edition Group Edition Professional Edition Enterprise Edition Unlimited Edition Performance Edition Developer Edition Salesforce Mobile Products Overview Offline Support Devices Apple iPad Apple iPhone Windows 8 1 phones mobile browser app only Android phones and No tablets Apple iPad Apple iPhone Apple iPod Touch Learn Salesforce Basics Product Description Salesforce Classic Mobile You can view your Security Basics Supported Salesforce Supported Mobile Offline Support Editions Devices A free limited versionis Android phones and Yes dashboards run simple available for all Salesforce tablets reports log calls and customers except for e Apple iPhone emails keep track of your Database com activities and create edit and delete records Most standard Sales objects and some Service objects are available And if you re using the full version custom objects e and configurations are also supported SEE ALSO Requirements for the Salesforce1 Mobile App Salesforce Classic Mobile Overview Salesforce Edition Overview Security Basics Security FAQ e How can I be sure my data is secure in Salesforce e How can I be sure my data won t
23. Adobe Reader For viewing PDF documentation Go to the Adobe Reader download page to download a free copy e Macromedia Flash Player For taking online training courses Go to the Adobe Flash Player download page to download a free copy Learning Keyboard Shortcuts Use keyboard shortcuts to work efficiently in Salesforce In addition to the standard keyboard shortcuts available with your Web browser Salesforce supports these keyboard shortcuts e Press ALT plus any number between 0 and 9 to highlight an item in the Recent Items list in the sidebar For example press ALT 1 to highlight the first item in the list ALT 2 to highlight the second item and so on Pressing ALT 0 highlights the tenth item in the list Note If you re using Mozilla Firefox press SHIFT ALT plus a number to automatically display the item you highlighted If you re using Mozilla Firefox on a Mac press CTRL plus a number If you re using Microsoft Internet Explorer press ALT plus a number and then press Enter to display the highlighted item EDITIONS Available in Salesforce Classic Available in All Editions except Database com EDITIONS Available in both Salesforce Classic and Lightning Experience Available in All Editions except Database com e lf your organization has enabled the collapsible sidebar press ALT S to open or close the sidebar Opening the sidebar using ALT S automatically places your cursor in the Search box
24. App Launcher Cisco webex WebEx GMail workday Office 365 Google Calendar J Office 365 Cencur Concur Cr T weXacttarget ExactTarget 55 Learn Salesforce Basics Open a Different App Open a Different App in Lightning Experience Use Search or the App Launcher to navigate between all of your apps EDITIONS Note These steps work in Lightning Experience If you see a navigation bar on the left side of your screen you re in Lightning Experience If you see a row of tabs across the top of the screen you re in Salesforce Classic To open an app you have 2 options Available in All editions except Database com Available in Lightning Experience e Usethe Search Salesforce boxatthe top of any Salesforce page Start typing the name of the app such as Marketing and click the result as it appears This search works for custom apps and connected apps too The search doesn t allow wildcard character searches for apps However partial words do generate app search results as you type such as Mark To use an app e Access to that app as specified in your user profile or permission set Q Marketing Marketing in Applications Marketing Best in class on demand marketing automation qm e Inthe upper right corner of any Salesforce page click the App Launcher icon The App Launcher displays all of your available Salesforce apps and any connected apps your administrator
25. California Travel California Pro Shop and Surf California Keep in mind that if you enter a short search string it can match a longer word For example Account contains pro would find California Pro Shop and Promotions Corporation This operator is not case sensitive Eliminates records that don t contain the value you enter For example Mailing Address Line 2 does not contain P O Box Note When specifying filter criteria on roll up summary fields does not contain uses or logic on comma separated values On list views reports and dashboards does not contain uses and logic This operator is not case sensitive Use when you know what your value starts with but not the exact text This operator is a narrower search term than contains For example if you enter Account starts with california you find California Travel and California Pro Shop but not Surf California Available when you choose a multi select picklist as the selected field Use this operator to find records that include one or more of the values you enter For example if you enter Interests includes hockey football baseball you find records that have only hockey selected and records that have two or three of the values entered Results do not include partial matches of values Available when you choose a multi select picklist as the selected field Use this operator to find records that do not contain any values that
26. Change My Password Chatter gt Email Notifications Personal Information Change My Password Language amp Time Zone Edit my personal information Customize my tabs Personal gt Personal Information Display amp Layout gt Customize My Tabs Grant Account Login Access My Groups Getting Around in Salesforce Q Tip To quickly find a page type the first few characters of its name in the Quick Find box As you type pages that match your search terms appear in the menu For example to find the Personal Information page type pers in the Quick Find box SEE ALSO Find Setup Edit Your Personal Information 1 From your personal settings enter Advanced User Details inthe Quick Find EDITIONS box then select Advanced User Details No results Enter Personal Information in the Quick Find box then select Personal Information Available in Salesforce 2 To make changes click Edit Classic and Lightning Experience If you change your email address a confirmation message is sent to the new address Click the linkin the message for the new email address to take effect This process ensures system security The available personal 3 Save your changes SEE ALSO Change Your Password setup options vary according to which Salesforce Edition you have Setting Up Your Chatter Profile Find Your Personal Settings Getting Around in Salesforce Learn to navigate basic areas of Salesforce to find your way around the ap
27. Custom Views e Salesforce System Requirements e Tips for Using Content Deliveries e Using Salesforce Group Edition e Chatter Plus Frequently Asked Questions Reports and Dashboards e Getting Started with Salesforce Reports and Dashboards e Analytics Workbook e Using the Reports Tab e Using the Drag and Drop Report Builder e Do your big reports take a long time to return data e Report Formula Summary Functions e FAQ Scheduling Reports e Tips for Creating Dashboards e One Dashboard For Many Viewers e Taking Advantage of Dynamic Dashboards e Sample CRM Dashboards e What are Joined Reports e Using Cross Filters in Reports e Using Bucket Fields For Sales Professionals The following documents apply to sales professionals Enterprise Territory Management e Enterprise Territory Management Implementation Guide Account Management e Getting Microsoft Outlook and Salesforce in Sync e Get Ready to Sync Contacts and Events with Exchange Sync Beta 200 Learn Salesforce Basics Tip Sheets and Implementation Guides e Tips amp Hints for Sales Reps e Importing Your Personal Accounts and Contacts e Implementing Data com Clean e Tips for Using Content Deliveries e Tips for Using HTML Email Templates e Using Force com Connect for Office e Salesforce Bulk Mail Merge Process e Guidelines for Uploading Mail Merge Templates e Sample Mail Merge Templates Zip file e Getting Started with Force com Connect O
28. Custom fields Tasks Only the following fields are editable Call Type Description Subject 94 Learn Salesforce Basics Edit Records Object Fields Type Custom fields Documents No fields are editable Price Books No fields are editable Editing Records Directly From Enhanced Lists If both inline editing and enhanced lists are enabled for your organization you can edit records EDITIONS directly in a list Editable cells display a pencil icon 2 when you hover over the cell while non editable cells display a lock icon Available in Salesforce Warning In enhanced list views when different users make inline edits to the same fields Classic on a record simultaneously records are updated with the most recent edit but we don t Available in All Editions identify the conflict with a message except Database com If you have the Mass Edit from Lists permission you can change the value for a common field in up to 200 records at a time for most kinds of records Products must be edited one at a time USER PERMISSIONS To edit a single record from a list Ae ee To use inline editing in an 1 From the list double click the editable cell enhanced list 2 Enter the value you want e Mass Edit from Lists 3 Click OK To mass edit records from a list 1 Select the checkbox next to each record you want to edit You can select records on multiple pages 2 Double click one of the cells you want
29. Downloadable app for Android v7 3 or later Mobile browser app Supported Devices iPhone 5 or later models iPad 4 or later models including iPad Air 2 and iPad Pro iPad mini 2 or later models Apple Watch push notifications only Android phones iPhone 5 or later models iPad 4 or later models iPad mini 2 or later models Android phones Android tablets Nokia Lumia 1020 and HTC 8X phones BlackBerry Z10 phones Supported Mobile os iOS 8 or later Android 4 2 or later iOS 8 or later Android 4 4 or later Windows 8 1 Update BlackBerry OS 10 2 or later 185 Supported Mobile Browser Not applicable Not applicable Apple Safari Good Access Google Chrome Good Access Microsoft Internet Explorer 11 BlackBerry Browser EDITIONS Salesforcel available in All editions except Database com Learn Salesforce Basics Requirements for the Salesforce Mobile App Salesforcel App Supported Devices Supported Mobile OS Supported Mobile Browser BlackBerry Z30 phones BlackBerry OS 10 2 1 3175 or BlackBerry Browser later For optimal Salesforce1 performance we recommend keeping your mobile devices operating systems updated and upgrading to late model devices as allowed by your mobile plan Future Salesforce versions may require removing support for older operating systems and sometimes newer operating system releases don t perform well on older devices When using the mobile browser
30. Filter Operators Visualize List View Data with Charts in Lightning Experience 75 Learn Salesforce Basics Create Custom List Views in Salesforce Classic Create a list view to see a specific set of contacts documents or other object records For example you can create a list view of accounts in your state leads with a specific lead source or opportunities above a particular amount You can also create views of contacts leads users or cases to use for mass email recipient lists Note These steps work in Salesforce Classic If you see a row of tabs across the top of your screen you re in Salesforce Classic If you see a navigation bar on the left you re in Lightning Experience To create a new view click Create New View at the top of any list page or in the Views section of any tab home page Note Ifyou don t see Create New View you don t have the Create and Customize List Views permission Contact your Salesforce administrator to request it 1 Enter View Name Enter the name to appear in the View drop down list 2 If you have the Customize Application permission enter a unique name to be used by the API and managed packages 3 Specify Filter Criteria Filter by Owner View and Share Records EDITIONS Available in Salesforce Classic Available in all editions USER PERMISSIONS To create custom list views e Read on the type of record included in the list AND Create and Custom
31. For more information see Using the Recycle Bin on page 168 You can rename or delete any personal tag but you must have the Tag Manager permission to rename or delete a public tag Reviewing Personal Tag Statistics Click Personal Tag Usage on the right side This page displays your current number of unique personal tags and personal tag applications You can have a maximum of e 500 unique personal tags e 5 000 instances of personal tags applied to records If you are approaching your personal tag limits consider merging similar tags into a single tag by renaming For example if you have tags for Bicycling Cycling and Biking you can rename Cycling and Biking to Bicycling to reduce your number of unique personal tags To reduce the number of instances of tags applied to records delete personal tags that you no longer use Viewing Recently Used Tags The Tags link and Recent Tags drop down list available in the sidebar allow you to browse tags and access your most recently used tags respectively e Click Tags to browse search and manage your entire tag collection e Select a tag in the Recent Tags drop down list to view all records that have been marked with that tag The tags that appear in this list are those you have most recently used to tag records Collaborate Within Salesforce Update Your Contact Information Update your contact information at any time on your profile page Your contact information is visi
32. Home tab sidebar displays announcements customized by your organization s administrator The Messages and Alerts section is not available in Personal Edition SEE ALSO Check for Desktop Client Updates Performance Chart Use the performance chart on the Home page in Lightning Experience to track your sales performance or the performance of your sales team against a customizable sales goal The performance chart displays data based on your sales team s opportunities if you have an associated team Otherwise the chart displays opportunities you own Only opportunities for the current sales quarter that are closed or open with a probability over 70 are displayed e Closed The sum of your closed opportunities e Open gt 70 The sum of your open opportunities with a probability over 70 The blue line in the chart is the combined total of the closed opportunities and open opportunities with a probability over 70 e Goal Your customizable sales goal for the quarter This field is specific to the performance chart and has no impact on forecast quotas or any other type of goal Click P to set the goal 64 EDITIONS Available in Salesforce Classic Available in All Editions except Database com EDITIONS Available in Salesforce Classic Available in e Contact Manager e Group e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Lightning Experience Availab
33. Laborator IT 1 847 555 0590 abby anderson tr psmit Edit Del Buchner Francis ABC Labs Account Manager Account Manager 1 408 555 2124 francis buchner tr mwils m r 1 25 of 80 0 Selected Next gt gt Chat Learn Salesforce Basics Granting Access to Records You can use manual sharing to give specific other users access to certain types of records including accounts contacts and leads In some cases granting access to one record includes access to all its associated records For example if you grant another user access to an account the user will automatically have access to all the opportunities and cases associated with that account To grant access to a record you must be one of the following users e The record owner e Auserinarole above the owner in the hierarchy if your organization s sharing settings control access through hierarchies e Any user granted Full Access to the record e An administrator oF Walk Through It grant users access to your account To grant access to a record using a manual share 1 Click Sharing on the record you want to share 2 Click Add 3 Fromthe Search drop down list select the type of group user role or territory to add Depending on the data in your organization your options can include View and Share Records EDITIONS Available in Salesforce Classic Sharing for accounts and contacts is available in Professional Enterprise Performa
34. Lead Source Owner Role Opportunity Owner Account Name Average Age Type Existing Business 20 records Sum of Amount Record Count Stage Prospecting 9 records Lead Source Employee Referral 1 record 12 Learn Salesforce Basics Visualizing Data with Dashboards A dashboard shows data from source reports as visual components which can be charts gauges tables metrics or Visualforce pages The components provide a snapshot of key metrics and performance indicators for your organization Each dashboard can have up to 20 components Clicking the Dashboards tab displays the dashboard you viewed most recently The top of the page shows the time the dashboard was refreshed last and the user whose permissions determine what data is visible on the dashboard Each component in a dashboard shows data from an underlying report If you have access to the folder for the underlying source report you can see the related dashboard component Click a dashboard component or its elements to drill down to the source report filtered report record detail page or other URL If you drill down on a filtered component the dashboard filters are applied to the source report Click Go to Dashboard List to view your dashboards Find a dashboard using dashboard finder Type a name in the View Dashboard field and choose a dashboard from the list of results You can only see dashboards in folders you can access Follow a dashboard to
35. Links Y Y Origin of vA v Post Group Person or Record Name 130 Learn Salesforce Basics Searchable Fields Sidebar Search Advanced Search Global Search Post Body v SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Chatter Group Neither sidebar search nor advanced search are designed to find Chatter groups To find a Chatter group use global search or the search tools on the Groups tab Global search results include archived groups Searchable Fields Sidebar Search Advanced Global Search Search Groups Tab Description va Y Group Name a v SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Coaching Searchable Fields Sidebar Search Advanced Search Global Search Name Y Y vA All custom Y Y vA auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of y Y type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic 131 Search Feed Search v EDITIONS Available in Salesforce Classic Available in e Group e Professional e Enterprise e Performance e Unlimited e Contact Manager e Developer EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Search Searchab
36. Mike Booth J Hide Feed w Following 2 Sean Alpert j David Austin Show All 1 REEE write something pears re Edit Tags Public SK Employees Post File Link ali Poll Sort by Most Recent Activity Y Holly Sparks Messages and Alerts Hot account Comment Like Today at 2 54 PM Y Recycle Bin Back to List Accounts Contacts 3 Open Activities j0 Activity History 0 Opportunities 0 Cases 0 Partners 0 Notes amp Attachments 0 Account Detail Edit Delete Sharing Get Contacts Clean more than 100 clients for generating sales leads maintaining customer information and tracking customer interactions The company s applications can be accessed from PCs and mobile devices salesforce com s customers come from a variety of industries including financial services telecormmunications manufacturing and entertainment v Address Information Billing Address 1 Market Ste 300 Shipping Address San Francisco CA 94105 5188 United States Y System Information Created By Holly Sparks 11 17 2012 2 50 PM Last Modified By Holly Sparks 11 17 2012 2 50 PM Edit Delete Sharing Get Contacts Clean Ss Contacts New Contact Merge Contacts Contacts Help Action Contact Hame Title Email Phone Edit Del Sean Alpert Director Product Marketing salpent salesforce com 1 415 836 8353 Edit Del David Austin Director Online Marketing Rypple daustin salesforce com 1 415 371 7
37. Nome Enhanced Fields Lookup Search All Fields v v v 146 Search EDITIONS Available in Salesforce Classic The available fields vary according to which Salesforce edition you have Learn Salesforce Basics Searchable Fields Order Searchable Fields Sidebar Search Billing Address Description External Note Internal Comments Order Name v Order Reference Number PO Number Processing Instruction Shipping Address All custom Y auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of type text text area long text area rich text area email and phone SEE ALSO Advanced Search y Searchable Fields by Object in Salesforce Classic 147 Global Search v Search EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Search Searchable Fields People Neither sidebar search nor advanced search are designed to find people however sidebar search EDITIONS and advanced search can be used to find users See Searchable Fields User To find people use global search or the search tools on the People tab Available in Salesforce Classic Searchable Sidebar Search Advanced Global Search People Tab Available in Fields Search e Group About Me e Professional e Enterprise Email Y e
38. Note Your Recent Items may show fewer than 10 items if you have recently deleted any of your recently viewed items Likewise the Recent lists on the tab home pages for example the Recent Leads list may show fewer than 10 or 25 items if you have recently deleted items 60 Learn Salesforce Basics Working with Enhanced Lists Working with Enhanced Lists Enhanced lists give you the ability to quickly view customize and edit list data to speed up your EDITIONS daily productivity They must first be enabled by your administrator for you to take advantage of them Available in Salesforce Enhanced lists allow you to Classic e Navigate through the list results by clicking the first page icon lt lt Previous Next or the last Available in All Editions page icon gt gt at the bottom of the list except Database com e Jump toa specific page of results by entering a number in the text box in the lower right corner and then pressing ENTER USER PERMISSIONS e Create a new view by clicking Create New View Edit delete or refresh the current view by clicking Edit Delete or 4 respectively To ee ee in an enhanced list e Change the number of records displayed per page Click Ww in the lower left corner of the list e Mass Edit from Lists and select the desired setting You can view 10 25 50 100 or 200 records at a time When you change this setting you return to the first page of list results Changing your pref
39. Press Enter while your cursor is in a field s edit box to confirm the change for that field e Press Enter when no fields are in edit mode to save all edits to the record Limitations e Inline editing isn t available in Accessibility mode Setup pages Dashboards Customer Portal Descriptions for HTML solutions e The following standard checkboxes on case and lead edit pages are not inline editable Case Assignment Assign using active assignment rules Case Email Notification Send notification email to contact LeadAssignment Assign using active assignment rule 93 Edit Records EDITIONS Available in Both Salesforce Classic and Lightning Experience EDITIONS Available in Salesforce Classic Available in all editions USER PERMISSIONS To edit records e Edit on the object for the kind of record you re editing EDITIONS Available in Salesforce Classic Inline editing settings available in All Editions except Database com USER PERMISSIONS To use inline editing e Edit on the object Learn Salesforce Basics Edit Records e The fields in the following standard objects are not inline editable All fields in Documents and Price Books All fields in Tasks except for Subject and Comment All fields in Events except for Subject Description and Location Full name fields of Person Accounts Contacts and Leads However their component fields are for example First Nam
40. Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in e Contact Manager e Group e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Create Notes and Add Them to Records in Salesforce Lightning Experience Notes lets you add important information to your records so you can stay organized Note These steps work in Lightning Experience If you see a navigation bar on the left side of your screen you re in Lightning Experience If you see a row of tabs across the top of the screen you re in Salesforce Classic 1 From the record s Notes related list click New Or to create a private stand only note that s not related to a record click the Notes icon from the navigation menu 2 Enter a title and body text 3 Relate the note to other records if needed Notes taken with the enhanced version of Notes appear in the record s Notes related list while notes taken with the old note taking tool appear in the record s Notes amp Attachments related list SEE ALSO Guidelines for Using Notes in Salesforce1 What s the Difference Between Notes and the Old Note Taking Tool Create a Report on Your Notes View and analyze details about all your notes using reports You can only report on notes taken with Notes our enhanced note taking tool 1 Make sure you re familiar with standard reports and how to cu
41. San Francisco Madison Rigsby 10 17 2014 1 12 PM Show All gt gt 3 Contacts Name Phone Mailing City Account Name Email Mailing Street Mailing Zip Postal Code Title Contact Owner Last Modified Date marc Benioff 800 555 5555 San Francisco Salesforce com inc mbenioff salesforce com 1 Market Street Madison Rigsby 10 17 2014 10 27 AM Mike Benioff San Francisco Salesforce com inc mbenioff salesforce com 1 Market Street Madison Rigsby 10 17 2014 10 28 AM Lead Information I Required Information Lead Owner Madison Rigsby Lond States Open v FirstName None Y Phone 800 555 5555 usne p E Ema o 1 Asystem generated message tells you how many possible duplicates were found The number includes only the records you have access to If you don t have access to any of the records that are identified as possible duplicates then this message won t include a number but will include a list of record owners so you can request access to the existing duplicates 2 A custom alert written by whoever created the duplicate rule Ideally the alert should explain why you can t save the record and what you should do 3 Ifthe duplicate rule allows you to save a record despite it being a possible duplicate the Save Ignore Alert button is present If the duplicate rule blocks you from saving a record that is a possible duplicate the Save button is present but the record cannot be saved successfully until you make the necessary changes to the record so it s no lon
42. Search in the main Chatter feed y y View edit and follow feed entries organized by topic add multiple topics to y posts Bundle multiple record updates into a single post v Attach photos or files to posts or comments or use quick actions to post photos Vv y or files Share Chatter posts y See previews of files posted to posts and comments y y Double tap to add or remove bookmarks for Chatter posts v Ask questions and get answers in the feed Vv Escalate questions in Chatter to cases y Edit user profile details y y Android only Change the user profile picture v Vv Add records to groups Vv y Collaborate with more privacy in unlisted Chatter groups y y Post announcements in group feeds y y Manage groups v v Use Salesforce Files Requires Chatter v y 183 Learn Salesforce Basics Salesforce Mobile App Features What s Available in Each Version Feature iOS and Android Mobile Browser App Downloadable Apps v7 x Browse and share files from external data sources such as SharePoint or y OneDrive for Business Requires Files Connect Use Salesforce1 if Chatter is turned off Vv Vv Use quick actions in Salesforce if Chatter is turned off y y Launch Salesforce1 from Chatter email notifications and digest links y y Business Logic and Process Automation Submit records for approval y y View the status of pending approvals and approve or reject approval requests y y iOS only Resume or delete paused flow interviews wv Notificat
43. System requirements tip sheet 200 T tabs adding 42 Tabs customizing 41 viewing all 42 Tagging using the tag sidebar component 175 Tags browsing 174 deleting 174 deleting tags 173 managing 174 merging 174 overview 172 personal and public 174 personal statistics 174 personal versus public 172 removing from records 173 renaming 174 searching 174 tag limits 173 tagging records 173 Task fields searched 156 Task bar 90 Team Selling 202 Templates mail merge upload guidelines 201 sample mail merge templates 201 Territories implementation guide 203 tip sheet 201 territory management implementing 200 202 Time zone settings editing 33 Times format 104 locale 104 Tip sheets 199 tips 120 tips for new users 28 Tokenization 115 Topic fields searched 156 Topics add to records 170 on records 169 remove from records 172 Translation tip sheet for administrators 205 Trust 3 U Unlimited Apps Pack overview 11 Unlimited Edition overview 6 User fields searched 157 User guides 199 User setup activating computer 30 change passwords 32 changing passwords 30 customizing pages 41 customizing tabs 41 editing 19 31 email settings 33 grant login access 221 password expired 32 reset security token 220 resetting security question 32 User Sharing tip sheet for administrators 204 Users changing selectable division 62 See also User setup 19 31 V Validation rules examples guide 204 value formatt
44. There s also a toolbar with icons for adding bulleted and numbered lists to notes Experience Available in Note In Salesforce1 and Lightning Experience there are additional fields for relating multiple Contact Manager records to the note e Group e Professional Field Description e Enterprise Body Text of the note Can hold up to 50 MB of data e Performance e Unlimited Title Subject of note Maximum of 200 characters e Developer Fields for the Old Note Taking Tool Field Description Body Text of the note Can hold up to 32 KB of data Private Checkbox to indicate that note is only accessible to the owner and administrators For administrators to view private notes they need the View All Data permission to edit them they need the Modify All Data permission Title Short description of note Maximum of 80 characters Fields for Attachments Attachment Fields Field Description Description Description of the uploaded file File Name Private Share With Connections Size Name of the uploaded file Checkbox to indicate that the attachment is only accessible to the owner and administrators For administrators to view private attachments they need the View All Data permission to edit them they need the Modify All Data permission Checkbox to indicate that the attachment is shared with connections when the parent record is shared This checkbox is only available if Salesforce to Salesforce is en
45. Work with Records in Microsoft Outlook Learn how you can work with Salesforce records directly in Outlook In addition learn about adding Outlook emails and events to the Salesforce records of your choice How to Use Notes 1 34 208 For End Users Video Demos For Administrators Vv Learn Salesforce Basics Video Title Learn how to use Notes the enhanced note taking tool in Salesforce1 How to Track Calls Emails and Meetings Learn how to track different events such as calls emails and meetings in Salesforce Merging Duplicate Accounts Tips and Gotchas Do you have multiple records for the same account Duplicate account records wreak havoc on your data Reporting becomes inaccurate and keeping track of activities and tasks is impossible Merge Accounts tool lets you merge all the account records into one and let you choose which data to keep from each record This video guides you through the process so you can get clean useful data quickly Service Video Title wa Encourage Collaboration with Idea Themes Idea Themes lets you invite community members to post ideas about specific topics so that members can solve problems or propose innovations for your company a Introducing the Salesforce Console The Salesforce console uses tabs to help you find and update records quickly O Prepare to Set up a Salesforce Console How to set up a Service Cloud console for support agents we Supporting
46. You learn how to post to your followers or a group bookmark a post so you can find it later and how to create a poll on the fly so you can gather results fast Le Enhancing Your Chatter Posts Learn how to use mentions and hashtag topics to enhance your Chatter posts Mentions alert others to your posts and topics help you organize and search Chatter so you can find relevant content and conversations Get Started with Salesforce Files Sync aa Learn how to sync files between your computer or mobile device and Salesforce so you always have the latest version of every file Salesforce Files Sync makes it easy to share files and collaborate with your colleagues Sales Video Title i Use Tasks in Lightning Experience to Boost Sales Productivity Managing tasks in Salesforce is the ideal way for sales teams to stay on top of customer relationships Learn three powerful ways to manage tasks in Lightning Experience o Take Your Tasks from Desktop to Mobile 206 For End Users Vv For End Users Vv Video Demos For Administrators Vv For Administrators Learn Salesforce Basics Video Demos Video Title For End Users For Administrators Stay on top of your tasks when you re on the go by using the Salesforce app for phones and tablets we Accounts and Contacts on the Go Combine desktop and mobile data with the Salesforce1 app for phones and tablets a Splitting Credit across Your Sales Team Learn how t
47. account is listed Salesforce tabs can have multiple types of pages including Home Edit and Detail pages and you can create list views for some objects Chatter has one primary page type a feed And Data com has a search interface Dashboards and reports have their own page styles as well Your system administrator typically sets up page layouts for standard objects and enables the navigation features your organization can use but interacting with Salesforce is easier if you understand the most common page elements for the most frequently used objects They include 1 A tag bar where you can view and add tags for a record 2 A feed where you can add and view comments about a record 3 A sidebar where you can do things like search and quickly create new records 4 Sections for the record with key fields and links 5 Related lists which group and display links to other records associated with the one you re viewing You can change the order of related lists on your page 6 Various links that help you move around the page or go to different pages or external sites Let s look at these elements on an account detail page 57 Learn Salesforce Basics Understanding Salesforce Pages Home Chatter Profile Groups Files Leads ESTS Contacts Data com Opportunities Reports Dashboards Products Create New Salesforce com Inc Recent Items CRESE Customize Page Printable View Help for this Page Salesforce com Inc
48. all editions 163 Learn Salesforce Basics Search Results Searching All Search defaults to return results for the objects that you use most frequently To expand the search to other objects use Search All If you don t have a Search All option global search doesn t have enough information about which objects you use Your results include all objects until it has more information Pinning Hover over and pin important objects to the top of the search results object list You can always unpin or reorder objects later Pinning is helpful for objects that you don t use frequently Filtering e Use Options to restrict your search to records you own if available to exact phrase searches and to divisions if your organization uses them e Use Show Filters if available to filter your search results You can click My Columns to customize how the columns display More Guidelines e Make sure that you are on the right object scope You can change the scope in the left navigation e Check your spelling and that you entered the full search term elf you recently created the record or the record was changed multiple times you will not see the record in the search results right away The process for making a record searchable called indexing can take 15 minutes o Search in Salesforce Classic SEE ALSO Why Can t See Some Features How Do Refine Search Results in Lightning Experience Use our guidelines for navigating the search r
49. and california Don t include http or https in URL filter criteria because you may not get the results that you expect When you enter values in URL fields and save records Salesforce adds http to any URL that doesn t start with http or https The added http isn t stored in the database For example if you enter salesforce com in the Website field and save the record the Website field displays http Salesforce but the value stored is Salesforce Therefore if you enter http salesforce com in the Website filter field your results don t include your record IN THIS SECTION Using the Recycle Bin Using the Recycle Bin The Recycle Bin link in the sidebar lets you view and restore recently deleted records for 15 days EDITIONS before they are permanently deleted Your Recycle Bin record limit is 25 times the Megabytes MBs in your storage For example if your organization has 1 GB of storage then your limit is 25 times 1000 MB or 25 000 records If your organization reaches its Recycle Bin limit Salesforce automatically removes the oldest records if they have been in the Recycle Bin for at least two hours Available in Salesforce Classic Available in All Editions ee except for Database com Viewing Items in the Recycle Bin Choose My Recycle Bin from the drop down list to view just the items you deleted Administrators USER PERMISSIONS and users with the Modify All Data permission can choose All Re
50. app we recommend turning off Incognito Mode in Chrome InPrivate Browsing in Internet Explorer or Private Browsing in Safari or BlackBerry Browser Salesforce Editions and Licenses These Salesforce editions and user license types allow the use of Salesforce1 Salesforce Editions These Salesforce editions allow the use of Database com Edition isn t supported Salesforce e Personal Edition e Group Edition e Professional Edition e Enterprise Edition e Performance Edition e Unlimited Edition e Developer Edition e Contact Manager Edition User License Types These user license types can access These user license types aren t supported e Salesforce users Salesforce1 A special Salesforce or mobile portal users unless a member of a or i e Salesforce Platform and Force com users license isn t required Salesforce community Database com users e Chatter Plus users also known as Sites and Site com users Data com users Chatter Only Chatter Free users and and Work com users Chatter External users e Customer Community Customer Community Plus and Partner Community external users e Portal users who are a member of a Salesforce community Note You can access the same data and functionality that s available to you in the full site as determined by your organization s Salesforce edition your user license type and your assigned user profile and permission sets Chatter Plus Chatter Free and Chatt
51. changes your experience using Salesforce Salesforce includes an alternate user interface mode that lets users with assistive devices such as speech recognition software and screen readers work with Salesforce more effectively Most new features are designed with accessibility in mind and are inherently accessible in the standard mode However you may find that accessibility mode better suits your needs particularly when using speech recognition or screen reading software to create reports and dashboards or interact with list views 43 EDITIONS Available in Salesforce Classic Available in All Editions except Database com Learn Salesforce Basics Accessibility Accessibility mode includes the full functionality of Salesforce with the modifications detailed here to create a better experience for users with assistive devices Accessibility Mode Features that Enhance Usability e Access setup pages from a Setup link at the top of the page e Drop down menus include a Go button that you select to navigate to the option you choose in the drop down list e Menu buttons are rendered as a drop down list with a Go button e Overlay pages are rendered as separate pop up windows e The HTML editor is replaced with a text box This text box only accepts HTML and does not recognize plain text entries like carriage eturns To separate content you must use paragraph or line break HTML tags zx e When viewing a dashboard the View Dashboar
52. don t include spaces between words such as Chinese Japanese Korean and Thai CJKT using morphological tokenization Consider the problem of indexing the term Tokyo Prefecture and a subsequent search for Kyoto in Japanese Indexed Term Search Term RAB IRAR Tokyo Prefecture Kyoto Morphological tokenization segments the term I B Tokyo Prefecture into two tokens Indexed Term Search Term HUR A Tokyo Prefecture Search EDITIONS Available in both Salesforce Classic and Lightning Experience Available in all editions This form of tokenization ensures that a search for HL th Kyoto returns only results that include TRB Kyoto and not WRB Tokyo Prefecture In Chinese Japanese Korean and Thai CJKT you can find a person by entering the last name before the first name Searching for VER AK FEF returns any person who has both the last name amp AK and first name FF How Is Search Different Between Lightning Experience Salesforce Classic and Salesforcel Global search in the full Salesforce site whether Lightning Experience or Salesforce Classic and Salesforce1 mobile app uses the same search index so you re always searching the same data You see the same set of recently accessed records in instant results and search results are influenced by the same search scope the list of objects you use the most But remember that some standard objects aren t available in Salesforce1 and Lightning Experience s
53. equals today less than Use for results that are less than the value you enter For example Quota less than 20k returns records where the quota field ranges from 0 to 19 999 99 greater than Use when you want results that exceed the value you enter for example Quota greater than 20k returns records where the quota amount begins at 20 000 01 less or equal Use for results that match or are less than the value you enter greater or Use for results that match or exceed the value you enter equal notequalto Shows results that don t have the value you enter This operator is especially useful for eliminating empty fields For example Email not equal to lt blank gt 107 Joined Reports EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer USER PERMISSIONS To create edit and delete reports e Create and Customize Reports AND Report Builder To create custom list views e Read on the type of record included in the list To create edit or delete public list views e Manage Public List Views Learn Salesforce Basics Operator contains does not contain Starts with includes excludes between within Joined Reports Uses Use for fields that include your search string but sometimes also include other information For example Account contains california would find
54. fields searched 135 Creating custom views 73 74 76 ist view charts 85 notes 97 records 88 Currency implementation guide 205 Custom links p sheet for administrators 204 Custom metadata types plementation guide 205 Custom object ds searched 136 Custom objects ip sheet for administrators 204 Custom tabs ip sheet for administrators 204 Custom views creating and saving 73 74 76 deleting 81 editing 78 79 field filters 107 108 navigating 61 printing 80 see List views 80 Co a 224 Index Custom views continued sorting 61 special picklist values 109 tip sheet 200 values for date fields 81 Customer Portal implementation guide 203 tip sheet for administrators 203 Customizable forecasting tip sheet for administrators 202 Customizable forecasts FAQ 202 tip sheet 201 D D amp B Company fields searched 137 Dashboard Filters tip sheet 200 Dashboard Guide 202 dashboard JSON 202 Dashboards overview 113 ip sheet 200 ip sheet dashboard filters 200 ip sheet dynamic dashboards 200 ip sheet sample dashboards 200 viewing 113 data integration 202 Data Loader data loader guide 205 Data quality ip sheet 204 Data com Clean implementation guide 204 ip sheet for users 201 Database com developer guides 7 documentation 7 Dates format 104 locale 104 using in filter criteria 81 Defer Sharing tip sheet for administrators 204 Deleting list views 80 81 not
55. has installed 56 Learn Salesforce Basics Understanding Salesforce Pages App Launcher Apps OBE Salesforce Chatter Call Center Marketing Sales box M R aan Box Files GMail Office 365 Other Items You can have one Salesforce app open at a time and the app you have open will open the next time you log on to Salesforce You can open multiple connected apps simultaneously Connected apps are apps your administrator installs to help you get your work done such as Gmail and Microsoft Office 365 Each connected app opens in a new window so set your pop up blocker to allow pop ups from here or the connected app doesn t open Drag an app icon from one position to another and sort them by the apps you use most Don t see what you want Click Other Items to see more apps objects and items Or ask your administrator if more apps are available Understanding Salesforce Pages Salesforce apps are made up of tabs and pages Standard objects such as Accounts Contacts and Leads and other features such as Chatter typically have tabs and from a tab you navigate through pages to interact with the features you re using For example if you want to create an account record you ll click the Accounts Tab and land on the Accounts Home page Click New to open the Account Edit page where you ll enter information for the account Click Save and you ll see the Account s Detail page Return to the Accounts Home page and the new
56. if your user account has been assigned a mobile license to access the full version of Salesforce Classic Mobile review your personal setup e Ifthe Mobile User checkbox is selected you can install and run Salesforce Classic Mobile If the Mobile User checkbox is selected butthe Mobile Configuration field is blank you can activate Salesforce Classic Mobile using the default mobile configuration e Ifthe Mobile User checkbox isn t selected and you re an Enterprise Professional Unlimited Performance or Developer Edition customer you may have access to the free version of Salesforce Classic Mobile Ask your administrator whether you have access to the free version of Salesforce Classic Mobile Note The Mobile User checkbox is disabled by default for new Unlimited and Performance Edition users 197 Learn Salesforce Basics Get Started With Salesforce Classic Is my phone compatible with the Salesforce Classic Mobile app The Salesforce Classic Mobile app can run on iPhones iPod touch devices and most BlackBerry and Android devices To find out if your phone can run the app see the list of supported mobile devices Note Supported features may vary depending on your mobile operating system and device model What Salesforce data is stored on my device when I use the Salesforce Classic Mobile app Using the Salesforce Classic Mobile app to access Salesforce on a mobile device is much different from using the full Salesforce applic
57. information about Unlimited Edition features visit the Salesforce Pricing amp Editions page SEE ALSO Salesforce Edition Overview Performance Edition Performance Edition is Salesforce s solution that combines CRM and the Force com platform with Data com Work com Identity Live Agent Salesforce Knowledge and additional sandbox functionality Learn Salesforce Basics Editions Performance Edition is designed for customers that need to drive amazing growth achieve new levels of customer satisfaction and maximize sales and service success in the social and mobile world Performance Edition includes all Unlimited Edition functionality plus clean targeted lead and customer data from Data com coaching and feedback tools from Work com trusted identity services from Identity and more For customers in Japan Singapore and South Korea we offer Performance Edition Limited which includes all Performance Edition functionality except Data com For more information about Performance Edition features visit the Salesforce Pricing amp Editions page SEE ALSO Salesforce Edition Overview Database com Edition Database com Edition Database com is a multitenant cloud database service that s designed to store data for mobile social enterprise 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 computin
58. may see different languages displayed throughout the app For example the navigation menu might display in English while records display in French Salesforce1 includes multi currency support but advanced currency management isn t available SEE ALSO Requirements for the Salesforce1 Mobile App Salesforce Mobile App Accessibility Considerations Salesforce1 is designed with accessibility in mind and delivers a fully accessible mobile experience for all individuals including users working with screen readers Unlike the full Salesforce site Salesforce1 doesn t require accessibility mode to give users working with assistive devices a fully accessible experience Check your mobile device s documentation for more information about using a screen reader SEE ALSO Requirements for the Salesforce1 Mobile App Data That s Available in the Salesforce Mobile App Salesforce1 uses your organization s Salesforce edition your user license type and your assigned user profile and permission sets to determine the data that s available to you In most cases you see the same objects record types fields and page layouts that you do when working in the full Salesforce site Not all Salesforce data or functionality is supported in Salesforce1 however 187 EDITIONS Salesforcel available in All editions except Database com EDITIONS Salesforcel available in All editions except Database com EDITIONS Salesforcel availabl
59. of the field columns For example you can sort the All Accounts list view by the Account Name fieldcolumn Billing State Province field column and others You can also sort custom list views Sorting is alphanumeric 1 Open the list view 2 Click the header for the field column you want to sort by An arrow appears indicating how the list is sorted from the column s first record alphanumerically or its last Note Starting in Spring 13 you can t sort list views for the Users object in Salesforce orgs that have more than two million users 79 EDITIONS Available in all editions USER PERMISSIONS To edit list views e Read on the type of record included in the list AND Create and Customize List Views To edit create edit or delete public list views e Read on the type of record included in the list AND Create and Customize List Views EDITIONS Available in both Salesforce Classic and Lightning Experience Available in all editions USER PERMISSIONS To sort a list view e Read on the records in the list Learn Salesforce Basics Print a List View in Salesforce Classic Note These steps work in Salesforce Classic If you see a row of tabs across the top of your screen you re in Salesforce Classic If you see a navigation bar on the left you re in Lightning Experience If printable list views are enabled for your organization you can print standar
60. organization may choose to create a custom object called Bugs to track their known product issues or rename the standard object Accounts to Clients because this is how your organization refers to your customers In the Salesforce interface you generally work with objects from their tabs For example the Opportunity object has an Opportunities tab If you learn about an object from the Salesforce documentation but can t find it in the user interface contact your administrator to find out whether the object is available to you If your edition features objects and related tabs that you can t find documentation for it may be because the object is custom Contact your administrator to learn how to use it SEE ALSO Navigating Object Home Pages Understanding Salesforce Pages Salesforce apps are made up of tabs and pages Standard objects such as Accounts Contacts and Leads and other features such as Chatter typically have tabs and from a tab you navigate through pages to interact with the features you re using For example if you want to create an account record you ll click the Accounts Tab and land on the Accounts Home page Click New to open the Account Edit page where you ll enter information for the account Click Save and you ll see the Account s Detail page Return to the Accounts Home page and the new account is listed Salesforce tabs can have multiple types of pages including Home Edit and Detail pages a
61. records and topics quickly ua Search in Salesforce Lightning Experience Need to quickly find a record in Salesforce This video guides you through searching in Salesforce Lightning Experience and navigating search results gt How Does Search Work Ever wonder how search finds information in your org This video guides you through the search process including how your search terms are broken up and matched against the search index O How to Search In Help Our Help portal is extensive with everything from documentation to troubleshooting type knowledge articles videos and more Fine tune your search settings and learn to use the filters so that you can find exactly what you need every time ue Creating a Workflow Rule Quick demo of how to create a workflow rule in Salesforce wa Visual Workflow Cloud Flow Designer Overview This demo gives you an overview of Visual Workflow s Cloud Flow Designer the tool for creating flows With the Salesforce Cloud Flow Designer you can configure screens and define branching logic for your flows completely within Salesforce without writing any code a Building a Simple Flow Follow along as we create a simple two screen pledge flow using user input fields and choices We ll collect users information ask them to choose a pledge level then thank them for their donation es Troubleshooting Workflow Learn how to investigate and troubleshoot the most common issues t
62. roles below you in the role hierarchy You can view only those fields that are visible in your page layout and field level security settings Edit List View Filters in Salesforce Classic To change a list view s filters edit the list Note These steps work in Salesforce Classic If you see a row of tabs across the top of your screen you re in Salesforce Classic If you see a navigation bar on the left you re in Lightning Experience 1 Click Edit next to the list view name Users without the Manage Public List Views permission see Clone instead of Edit so they can clone a public or standard view 2 In Specify Filter Criteria change your Filter By Owner Selection if desired Add or change the Field Operator or Value selections in Filter By Additional Fields if desired 3 Click Save to apply your edited filters to the list view All users with access to the list view see the results of your saved changes Note The information you see in list views is only the data to which you have access either records you own or have read or read write access to records that have been shared with you or records owned by or shared with users in roles below you in the role hierarchy You can view only those fields that are visible in your page layout and field level security settings Sort List Views Lots of objects let you view records in lists also called list views If your list is long you can sort the records by one
63. see records in the Salesforce Classic Mobile app that can t access in Salesforce e When receive a call on my mobile device will the Salesforce Classic Mobile app open the associated contact record Do need a license to use Salesforce Classic Mobile You need a mobile license to use the full version of Salesforce Classic Mobile Any Salesforce user who doesn t have a mobile license can download a free restricted version of Salesforce Classic Mobile With the free version you can view create edit and delete only accounts assets contacts leads opportunities events tasks cases and solutions You can also access your dashboards The free version synchronizes records you recently accessed on the Salesforce website and you can search for records that were not automatically downloaded to your device Starting with Summer 13 the free version of Salesforce Classic Mobile is disabled by default in all new organizations You can enable it to give users access to Salesforce on their mobile devices If you ve been assigned a mobile license but your administrator hasn t set up your mobile configuration yet you can activate Salesforce Classic Mobile with the default mobile configuration The default configuration automatically synchronizes the records you most recently accessed in Salesforce to your mobile device You can also search for and download any records from Salesforce that aren t available locally on your device To find out
64. than 2 million users can contact Salesforce to re enable sorting e Click the Previous Page or Next Page link to go to the previous or next set of items in the current view e Atthe bottom of a list click the fewer or more link to decrease or increase the number of items per page In some related lists with many items the following links are available e Click Show number more to increase the number of items in the list e Click Go to list to display a secondary page of the entire related list Changing Your Working Division You can change which records you are viewing by selecting the division you are currently working in You can change the division you are working in at any time and override the default division you were originally assigned for some searches and reports e From the Divisions field in the sidebar select the division you want to work in Note Records you create are assigned to you default division not to your working division You can explicitly set a division other than your default division when you create the record Manage Your Work from the Home Tab Home Tab Overview From the Home tab you can e Create a Chatter post if your organization uses Chatter e View dashboard snapshots e View your tasks and calendar Search the feed You can also use the sidebar components such as Create New Recent Items and Custom Links that you ll also see on other Salesforce pages Your Home tab layout si
65. the Contacts object to see results for contacts 164 Learn Salesforce Basics More Lists all Available Objects You commonly use a few objects for most of your day to day tasks but you may want to find results for an object that you don t usually work with If you don t see that object in the search scope bar select More to see a list of all objects that are available to you If frequently used objects don t fit on the search scope bar they appear at the top of the More object list Scroll down the alphabetical More Guidelines list to find objects e Check your spelling and that you entered the full search term Search Results elf you recently created the record or the record was changed multiple times you will not see the record in the search results right away The process for making a record searchable called indexing can take 15 minutes us Search in Salesforce Lightning Experience SEE ALSO Are Nicknames Included in the Search Results When searching for an account a contact a lead or a user search returns results that include Why Can t See Some Features alternative versions of the name used in the search Can t remember if someone goes by Mike or Michael You can look for a name and the returned results include matches for associated nicknames For example you search for Mike Smith and see results for Michael Smith Nickname search is available for the English language only in the Account Contact
66. to Salesforce Edition you have choose the value True or False Alternatively you can manually enter True or False inthe filter criteria These are the available fields and their values Special Picklist Field Value Description Accounts and contacts Is Person True The account is a person account Note that your administrator Account may have customized the name of this field This field displays as the person account icon al False The account is a business account Accounts leads and opportunities True The account is a partner account or the lead or opportunity Partner Account owner is a partner user False The account is not a partner account or the lead or opportunity owner is not a partner user Activities All day True Applies only to events not tasks The event is marked as an all day event False The event has a specific time Activities Closed True Applies only to tasks not events The task has been closed that is the task Status field has a Closed value False Task is still open Activities Event Invitation True Applies only to events not tasks The event is the meeting invite Only for reports sent to another user for a multi person event False The event is the original multi person event assigned to the event host False Activity does not have a green sheet 109 Learn Salesforce Basics Special Picklist Field Activities Task Campaigns Active Cases Closed Cases Escalat
67. to edit Apply your edit to just one record or to every record you selected If you encounter any errors when trying to update records a console window appears showing the name of each record in error if known as well as an explanation Click a record in the console window to open its detail page in a new window Note To view the error console you must have pop up blockers disabled for the Salesforce domain Tips for Using Inline Editing with Lists e Some standard fields don t support inline editing For example Case Status Opportunity Stage Opportunity Amount Opportunity Quantity and Lead Status and most Task and Event fields can only be edited from a record s edit page For more information see Guidelines for Editing Records with the Inline Editor on page 93 e If your organization uses record types inline editing with lists is only available when all of the records in the list are of the same record type Therefore you must specify a filter of Record Type equals X where X is the name of a single record type or blank for the master record type e You can t use inline editing on an enhanced list if your list view filter criteria contain an OR clause e For lists of activities you must specify an additional filter of either Task equals True fortasks or Task equals False for events for inline editing to be available e If your organization is using Person Accounts 95 Learn Salesforce Basics Delete Records Yo
68. to test and support the most recent version There are no configuration recommendations for Chrome Chrome isn t supported for e The Add Google Doc to Salesforce browser button e The Console tab The Salesforce console is supported Apple Safari versions 5 x 6 x and 7 x on Mac OS X There are no configuration recommendations for Safari Apple Safari on iOS isn t supported for the full Salesforce site Safari isn t supported for e The Salesforce console e Salesforce CRM Call Center built with CTI Toolkit versions below 4 0 e Salesforce Wave Analytics Wave Analytics Supported Browsers Browser support is available for Microsoft Internet Explorer version 11 and the most recent stable versions of Mozilla Firefox and Google Chrome Recommendations and Requirements for All Browsers e Forall browsers enable JavaScript cookies and TLS 1 2 If TLS 1 2 isn t available enable TLS 1 1 Browsers that don t support TLS 1 1 or TLS 1 2 won t be able to access Salesforce after we deactivate TLS 1 0 Deactivation is scheduled but not guaranteed for the first and second quarters of 2016 e The minimum screen resolution required to support all Salesforce features is 1024 x 768 Lower screen resolutions don t always properly display Salesforce features such as Report Builder and Page Layout Editor e For Mac OS users on Apple Safari or Chrome make sure the system setting Show scroll bars is set to Always e Some third party Web brow
69. to the placeholder image 2 To update your pro file photo hover over the placeholder image and click Add Photo Q Tip Use a photo of you and not a group of people or a pet Chatter is a business tool so choose a pho to you don t mind showing to your boss and CEO tact information click under your profile photo In the Edit Profile box complete the fields on the Contact tab and the About tab EDITIONS Available in Salesforce Classic Available in e Group e Professional e Enterprise e Performance e Unlimited e Contact Manager e Developer Q Tip Complete your profile with details about the department you work in your past experience or projects you are currently 5c To update your con working on 4 Click Save All SEE ALSO Edit Your Personal Information Find Your Personal Settings Salesforce includes personal settings options to help you personalize your experience Depending on which experience of Salesforce you have enabled these settings are located in different parts of the application IN THIS SECTION Find Your Personal Settings in Lightning Experience If you use Lightning Experience your personal settings are located either in Personal Setup or My Settings 17 Learn Salesforce Basics Find Your Personal Settings in Salesforce Classic Getting Started as a New User If you use Salesforce Classic your personal settings are located either in Personal Setup or My Settin
70. toward this limit except archived groups For e Group example if you re a member of 100 groups of which 10 are archived you can join 10 more groups Profescion l To leave a group you joined or withdraw your request to join a private group go to the group detail e Enterprise page and click x or Leave Group e Performance e Unlimited e Contact Manager e Developer 177 Learn Salesforce Basics Search Across Your Feeds Looking for people groups or files Use search to quickly find information across your feeds IN THIS SECTION Search Your Feeds in Lightning Experience Search for people groups and files across your feeds Search Your Feeds in Salesforce Classic Search feeds people groups topics and files across Chatter Search Your Feeds in Lightning Experience Search for people groups and files across your feeds 1 Enter your search term in the header search box 2 On the search result page click FEEDS to see posts from the All Company feed that include matches on your search term Search Your Feeds in Salesforce Classic Search feeds people groups topics and files across Chatter 1 Enter your search term in the header search box 2 Click Search The search results page shows matches across Salesforce including Chatter From the search results page you can further refine your search For example to see search results across all Chatter feeds click Search Feeds You can also search specific feeds
71. with Setting Up Call Centers Getting the Most from Your Self Service and Customer Portals Salesforce Customer Portal Implementation Guide Chatter Answers Implementation Guide Self Service Portal Implementation Guide Salesforce CRM Content Implementation Guide Salesforce Knowledge Implementation Guide Setting up Salesforce Knowledge Importing Articles into Salesforce Knowledge Answers Implementation Guide Entitlement Management Implementation Guide Live Agent for Administrators Setting Up Case Feed Getting Started with the Ideas Base Theme Getting Started with Social Customer Service Organization Sync Implementation Guide Set Up Omni Channel Set Up SOS Video Chat and Screen Sharing Marketing Administration Tips for Lead Administrators Salesforce Lead Management Implementation Guide Campaign Management Implementation Guide Salesforce Ideas Implementation Guide Communities and Collaboration Administration Getting Started With Salesforce Communities Community Templates for Self Service Implementation Guide Communities Managers Guide Migrating From Portals to Communities 203 Learn Salesforce Basics Quick Actions Implementation Guide Customizing Chatter Profile Pages Salesforce Files Sync Implementation Guide Salesforce Files Connect Implementation Guide Salesforce Implementations Salesforce Enterprise Edition Upgrade Guide Setting Up Salesforce Group Edition Salesforce Limits Quick Reference Guide Customizati
72. work in Lightning Experience If you see a navigation bar on the left side of your screen you re in Lightning Experience If you see a row of tabs across the top of the screen you re in Salesforce Classic 1 Onan object home page select a list view with data you want to visualize 2 Click 3 In the Charts panel that appears click t 4 Select New Chart A dialog box appears 5 Enter a chart name 6 Select a chart type vertical bar horizontal bar or donut 7 Select the aggregate type aggregate field and grouping field The aggregate type specifies how the field data is calculated by sum count or average The aggregate field specifies the type of data to calculate The grouping field labels the chart segments 8 To view your chart click Save 85 View and Share Records EDITIONS Available in Lightning Experience Available in e Group e Professional e Enterprise e Performance e Unlimited e Developer USER PERMISSIONS To see list view charts e Read on the type of record included in the list EDITIONS Available in Lightning Experience Available in e Group e Professional e Enterprise e Performance e Unlimited e Developer USER PERMISSIONS To create list view charts e Read on the type of record included in the list AND Create and Customize List Views Learn Salesforce Basics View and Share Records Example Your sales team wants to compare a
73. your data you won t see a full list of your existing records Salesforce keeps those tucked out of view until you manually recall them in case you Getting Started with Your Records EDITIONS Available in Salesforce Classic want to choose a subset of the full list Choose an option within View and click Go Available in All Editions View All Contacts x Got My Contacts New This Week Recently Viewed Contacts e Related lists are links featured at the bottom of object pages Related lists provide quick access to other related objects that you might want to visit next This feature adds a lot of value because it gives you fast access navigation and can speed up your workflow In the Accounts object your related Account Detail Edit Delete Sharing Account Owner Matt Wilson Change AccountName ABC Labs View Hierarchy Parent Account Phone Fax Website Prospect Rating 1 408 555 2091 1 408 555 2092 http www ABCLabs net Warm Y Sales Region Region vV Additional Information Type Customer Industry Biotechnology Employees Annual Revenue 120 USD 7 500 000 00 vy Support Plan Information Has Support Plan v Description Y Address Information Billing Address 54 Park Drive San Jose CA 95035 USA Support Plan Expiration Date Shipping Address 54 Park Drive San Jose CA 95035 USA o information you likely need next It means less
74. 17 Quick Find Lightning Experience 18 Quick Find Salesforce Classic 18 N Names format 104 227 Index Names continued locale 104 New Notes 96 99 Note fields searched 145 Note taking 96 98 99 Notes Action bar 96 Create 98 creating 97 98 deleting 103 Enable 96 fields 102 Guidelines 99 Overview 99 Report 98 Salesforcel 96 99 Set up 96 Setup 96 Take 96 Tips 99 Using 99 viewing and editing 101 O object 3 Objects object home page 22 understanding 20 OEM user licenses tip sheet 205 Omni Channel implementation guide 203 Opportunity fields searched 146 Organization Sync implementation guide 203 P Packaging development reference 205 packaging guide 205 quick reference 205 Page layouts tip sheet for administrators 204 Pages navigating 20 57 Passwords change 32 Passwords continued changing by user 30 forgot 221 identity confirmation 30 ogin verification 30 reset 221 wo factor authentication 30 People fields searched 148 following 176 Performance chart Lightning Experience 64 performance chart 64 Performance Edition overview 6 Person account fields searched 149 Person accounts implementation guide 202 Personal Edition overview 5 Personal Settings navigating to 17 navigating to Lightning Experience 18 navigating to Salesforce Classic 18 Quick Find 17 Quick Find Lightning Experience 18 Quick Find Salesforce Classic 18 Personal tags statistics 174 Portals to Co
75. 34 36 Business account fields searched 127 Business processes tip sheet for administrators 204 C Calendar Home tab 63 223 Index Calendar continued ip sheet for administrators 202 Calendar event fields searched 156 Campaign fields searched 128 Campaigns filtering list views by 74 76 implementation guide 203 ip sheet 202 Case fields searched 129 Case Feed ip sheet 201 ip sheet for administrators 203 Cases implementation guide 203 tip sheet 201 tip sheet for administrators 203 Change password 32 Chatter contact information 175 following people 176 following records 177 join groups 177 leave groups 177 Mobile app 191 searching 178 upload photos 176 Chatter Answers implementation guide 203 Chatter feed fields searched 130 Chatter group fields searched 131 Chatter Mobile for BlackBerry 191 Chatter Plus FAQ 200 Chatter profile setting up 17 Cleaning data implementation guide 204 tip sheet for users 201 Cloud 3 Cloud Computing 3 Collapsible Sidebar Hiding 59 Showing 59 Communities implementation guide 203 managers guide 203 Community Templates for Self Service implementation guide 203 Connect for Office checking for updates 16 ip sheet 201 Connect Offline checking for updates 16 ip sheet 201 Console ip sheet 201 Contact fields searched 132 information Chatter 175 Contact Manager overview 5 Content deliveries ip sheet 200 Contract fields searched 134 ract line item
76. 463 Edit Del Mike Booth Technical Product Marketing Manager mbooth salesforce com 1 415 836 2410 Open Activities Hew Task Hew Event Open Activities Help 2 No records to display SEE ALSO Tags Overview Understanding the Salesforce Sidebar Navigating Object Home Pages Home Tab Overview 58 Learn Salesforce Basics Understanding the Salesforce Sidebar Understanding the Salesforce Sidebar The sidebar column that appears on the left side of most Salesforce pages provides convenient EDITIONS access to the following links and commands e Search Available in Salesforce Use the header search box if you don t have sidebar search Classic Available in All Editions e The Tags link and Recent Tags drop down list except Database com e The Divisions drop down list e The Create New drop down list e A Calendar shortcut to your last used calendar view e The Recent Items list e Messages and Alerts e Custom Links e A shortcut to the Recycle Bin The options in your sidebar vary depending on the features you have enabled and whether your administrator has customized the page layout Showing and Hiding the Collapsible Sidebar If your administrator has enabled the Collapsible Sidebar you can show or hide the sidebar as EDITIONS needed Note Call center users won t see incoming calls if they collapse the sidebar Seg in Salesforce Classic Click the edge of the sidebar to open or close the sidebar as needed Availab
77. Custom Metadata Types Implementation Guide Globalization e Setting Up the Translation Workbench e International Organizations Using Multiple Currencies Video Demos Salesforce creates video demos to help you be successful with Salesforce e Chatter e Sales e Service e Analytics e Data com e Force com e Site com e Security e Data Import Chatter Video Title For End Users For Administrators Vv a Tips for Rolling Out Chatter Not sure how to rollout Chatter in your organization or drive adoption among users Watch this short video to see your options and come up with a plan unique to your business needs 205 Learn Salesforce Basics Video Title i Collaborate in Chatter Groups Chatter groups offer collaboration spaces with different degrees of privacy that allow group members to work as a team share resources and even invite customers Watch this video to plan your organization s group strategy and make the most of out of the group feed group search files announcements and other powerful features a Discover and Organize with Chatter Topics Use Chatter topics to see what people are talking about organize the conversations you want to be a part of and discover people and groups that are interested and knowledgeable in the same areas ua Getting the Most Out of Chatter Feeds Use Salesforce Chatter to create posts polls and bookmarks to collaborate effectively with your coworkers in Chatter
78. Editions Chatter available in Group Professional Enterprise Performance Unlimited Contact Manager and Developer Editions Learn Salesforce Basics Log In for the F irst Time When your administrator sets you up as a new user you receive an email that includes your username and a link to your organization s Salesforce site Here s how to log in for the first time 1 Check your email for your login information 2 Click the link provid The link logs you in ed in the email to the site automatically 3 The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password Getting Started as a New User EDITIONS Available in Salesforce Classic and Lightning Experience Available in all editions If you haven t received your login information contact the Salesforce administrator at your organization Setting Up You r Chatter Profile Your Chatter profile communicates who you are to your coworkers and any customers you communicate with It features your photo and basic information like your professional title and contact details Set up your Chatter pro file soon after you begin using Salesforce and update it often Note Ifyour organization doesn t use Chatter you can still add and edit personal information 1 Click the Chatter tab and find the placeholder profile image on the left side of the page Click Your Name next
79. Experience See a graphic display of list view data with list view charts There are three types of charts vertical bar horizontal bar and donut For any list view select from available standard and custom list view charts You can change the data display to another type if desired Note These steps work in Lightning Experience If you see a navigation bar on the left side of your screen you re in Lightning Experience If you see a row of tabs across the top of the screen you re in Salesforce Classic 1 Onan object home page select a list view with data you want to visualize 2 click The Charts panel appears 3 To select a different chart click w next to the chart name To change the graphical display of data click in the Charts panel and choose a new chart type Your data changes to the new display SEE ALSO Create a List View Chart in Lightning Experience Edit a List View Chart in Lightning Experience Create a List View Chart in Lightning Experience Create a chart to visualize list view data There are three types of charts vertical bar horizontal bar and donut For any list view chart you can change the data display to another type if desired When you create a list view chart for an object such as Opportunities or Leads the chart is associated with the object The chart is available for any list view that you have permission to see for that object except the Recently Viewed list Note These steps
80. Fax Phone Shipping Address Ticker Symbol Website 158 EDITIONS Available in Lightning Experience The types of records you can search vary according to the edition you have Learn Salesforce Basics Object Attachment Case Chatter Feed Chatter Groups Contact Fields All custom fields Description Name Case Comments Case Number Description Subject Web Company of person who submitted the case online Web Email of person who submitted the case online Web Name of person who submitted the case online Web Phone of person who submitted the case online Name where Name is a username Comment Body Commenter Name File Name Group Name Links Post Body Post Origin Person Group Record Name Group Description Group Name Assistant Name Asst Phone Department Description Email Fax First Name First Name Local Home Phone Last Name Last Name Local 159 Search Learn Salesforce Basics Object Custom Objects Dashboard Document File Lead Search Fields Mailing Address Middle Name Middle Name Local Mobile Other Address Other Phone Phone Suffix Title Name All custom auto number fields and custom fields that are set as an external ID All custom fields of type email and phone All custom fields of type text text area long text area and rich text area Title Body Name Body Descriptio
81. For example if you turn off the mobile browser app from your tablet you won t be able to use the mobile browser app on your mobile phone either These steps don t affect the Salesforce1 downloadable apps which always display the Salesforce interface To turn off the mobile browser app from within the app 1 Tap B 2 Tap Full Site You switch immediately to the Salesforce Classic full site It s not possible to access Lightning Experience from any mobile browser The full site is now your default environment whenever you log in from a mobile browser You can switch back to the Salesforce app using the Go to Salesforce link in the full site footer after which the mobile browser app becomes your new default environment To turn off the mobile browser app from the full site 1 From your personal settings enter Advanced User Details inthe Quick Find box then select Advanced User Details No results Enter Personal Information inthe Quick Find box then select Personal Information 2 Deselect Salesforcel User 3 Save your changes 190 Learn Salesforce Basics Get Started With Chatter Mobile for BlackBerry To turn the Salesforce1 mobile browser app back on from the full site repeat the previous steps and select the Salesforcel User checkbox SEE ALSO Get the Salesforce1 Mobile App Requirements for the Salesforce Mobile App Find Your Personal Settings Get Started With Chatter Mobile for BlackBerry Chatter Mobile
82. History Open Acties Oi Activity History RI HIM Emad Stetus Di Compeign History DI Lead Detail Edit Delete Convert Clone Find Duplicates Lead Owner f Norah Logan Change Lead Status Open Name Denise Arien Phome 1 415 901 7000 Company GrowthCo Inc Email garlen arowthco com Title Buyer Rating Approval History No records to display Open Activities No records to display Activity History Activity History Help Action Subject Due Date Last Modified Date Time Edit Del Meetand Greet Demo 1422014 12 00 PM 12 2014 11 57 AM Edit Det Send quote 1 2 2014 142 2014 11 36 AM 1 Scroll the page to find the related list you need 2 If related list hover links are enabled in your organization click a link to view the list in a pop up 3 Click Customize Page to select and arrange the available related lists you want to see Opening Items You ve Recently Viewed In the Recent Items section of the Salesforce sidebar you ll find a list of up to 10 items records DIONS documents custom objects and the like you ve most recently added edited or viewed To open any item s detail or edit page just click its link Available in both Salesforce Classic and Lightning Q Tip Ifyour organization has enabled hover details you can hover your mouse over any item Experience in the Recent Items list to view key information about the record before clicking into that record s detail or edit page Available in All Editions
83. ID Y s p 15 character Record ID only Suffix Y s P Username Y Vv p All custom r P auto number fields and custom fields that are set as an external ID 157 Learn Salesforce Basics Search Searchable Fields Sidebar Search Advanced Search Standard Lookup EnhancedLookup Global Search Search Search Name and Fields Enhanced Lookup Search Aall Fields You don t need to enter leading zeros All custom fields of VA vA type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields by Object in Lightning Experience The records included in search results depend on whether the record s object type and its fields are searchable If you search for an object with a value that s stored in a field that isn t searchable you won t see your desired object in your search results Note When you search for a value in a field that s hidden from you by field level security your results include the record that contains the field However you can t see the field Reference the table to determine which objects you can find with a search If an object has custom fields you can find records of that object with the custom field values Object Fields Account Account Name Account Name Local Account Number Account Site Billing Address Description D U N S Number this field is only available to organizations that use Data com
84. Multiple Languages with Salesforce Knowledge Learn how to translate knowledge base articles with Salesforce Knowledge ua Updating Entitlement Processes with Entitlement Versioning Learn how to create a new version of an entitlement process change the milestone in the new version of the entitlement process and apply the new version of the entitlement process to an entitlement and its associated cases ua How Organization Sync Works Learn about Organization Sync a high availability feature that lets you set up a secondary synced Salesforce organization which your users can access when the primary organization 209 For End Users For End Users Vv Video Demos For Administrators For Administrators Learn Salesforce Basics Video Title experiences downtime or maintenance Find out how the feature works what the setup process looks like and whether it s right for you o Support Your Customers on Their Social Networks Learn how to get started with Social Customer Service Analytics Video Title ua Create the Sales Wave App Part 1 Using the Configuration Wizard The Sales Wave Analytics app is an end to end analytics app that brings the power of Wave Analytics to Sales Cloud Salesforce makes it easy to create share and delete the Sales Wave app We show you how in this video ws Create the Sales Wave App Part 2 Upload the Quota CSV File and Schedule a Dataflow When you create the Sales Wav
85. Performance ad R e Unlimited sei Nans v v e Contact Manager Last Name s V e Developer Name v v Nickname A v Phone v Record ID 15 s character Record ID only Username All custom auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields Y of type text text area long text area rich text area email and phone Note Information in hidden fields on a profile is not searchable by other partners and customers in the community but is searchable by users in the company s internal organization SEE ALSO Searchable Fields by Object in Salesforce Classic 148 Learn Salesforce Basics Searchable Fields Performance Cycle Searchable Fields Sidebar Search Advanced Search Global Search Name Y Y va All custom Y Y Y auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of Y Y type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Person Account Searchable Sidebar Advanced Standard Enhanced Global Fields Search Search Lookup Lookup Search and Search iol Enhanced Fields Lookup Search All Fields Account wa Y L vA v Name Account wa Y L vA vA Name Local Account Y Y va Number Account y Y vA Site Assistant Y Y a Assistant Y Y va Phone 149 Search EDITIONS
86. Personal Edition To see a list view users must also have the appropriate Read permission on the type of records within the list view Alternatively Enterprise Unlimited Performance and Developer Edition users can specify a public group role or role including all users below that role to see the custom view To share the list view select Visible to certain groups of users choose the type of group or role from the drop down list select the group or role from the list below it and click Add Note List views are visible to your customers in the Salesforce Customer Portal ifthe Visible to all users radio button is selected for views on objects assigned to Customer Portal users profiles To create list views that only your Salesforce users can see select Visible to certain groups of users and then share it with the All Internal Users group or a selected set of internal groups and roles When implementing a Customer Portal create custom views that contain only relevant information for Customer Portal users and then make those views visible to Customer Portal users by sharing them with the All Customer Portal Users group or a selected set of portal groups and roles 6 Click Save The view appears in the View drop down list so you can access it later You can rename an existing list view and click Save As to save the criteria of the list view without altering the original view To navigate back to the last list page you vie
87. Public Read Only sharing model your administrator can still allow certain users to share information Your administrator can create public groups and then set up sharing rules to specify that users in certain roles or groups will always share their data with users in another role or public group Individual users can also create personal groups to give access to their own accounts contacts and opportunities Can an individual user control the sharing of records they own Yes In Professional Enterprise Unlimited Performance and Developer Edition organizations all account owners are empowered to further extend the sharing on an account by account basis For example if the organization has a Private model the Acme account owner can share this account and its related data to selected groups or to individual users In Enterprise Unlimited Performance and Developer Editions opportunity owners can also extend the sharing for individual opportunities separately from account sharing You can use account lead case and opportunity sharing to increase access to your data you cannot restrict access beyond your organization s default access levels This type of sharing is called manual sharing and is done by the Sharing button on the record detail page Can transfer records to other users In most editions you can transfer ownership of records using one of these methods When you change a record s owner Salesforce also transfers owner
88. Salesforce Accessibility Find Your Personal Settings Recommendations for Salesforce Accessibility Learn about Salesforce accessibility features designed for users working with assistive devices such as speech recognition software and screen readers Here are some recommendations to help you work with Salesforce e Sighted Keyboard Users e Screen Reader Users e Deaf or Hearing Impaired Users e Specific Color Users e Low Vision Users Who Need Magnification SEE ALSO Enable Accessibility Mode 45 EDITIONS Available in Salesforce Classic Available in All Editions except Database com EDITIONS Available in Salesforce Classic Available in All Editions except Database com Learn Salesforce Basics Sighted Keyboard Users These Salesforce features help ensure an accessible experience Accessibility Mode helps you work more effectively with Salesforce particularly reports dashboards and list views See Accessibility Mode Overview on page 43 for more information Selected areas on the screen include highlights to give you an on screen visual indication of focus These elements are identified in our page markup to help you interact with them Headings are marked up as headings rather than field set and legend elements for grouping form controls The main heading for the page typically at the start of the main content area is a level 1 heading You can shift to this heading with a shortcut key
89. Tab Search Search Available in e Professional Price v v e Enterprise Book e Performance Description e Unlimited e Developer Price vA Y v Book Name SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Product Neither sidebar search nor advanced search are designed to find price books or products To find DIONS a product use global search or the Find Products area on the Products tab Available in Salesforce Searchable Sidebar Advanced Standard Global Products Fields Search Search Lookup Search Tab Search lie Search Available in e Professional ee y v e Enterprise Product p Performance e Unlimited Code e Developer Product V V Description Product s s Name All custom VY V auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros 151 Learn Salesforce Basics Searchable Fields Sidebar Search Advanced Search Standard Lookup Search All custom fields of type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Question The Answers tab in Salesforce lists all the questions posted to an answers community Searchable Fields Sidebar Search Advanced Search Question Body L Question Title L L Reply Body Y SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Quick Text Search
90. UARTERS AGO Starts at 12 00 00 AM on the first day of the calendar quarter n quarters before the current calendar quarter and continues to the end of that quarter LAST YEAR Starts at 12 00 00 AM on January 1 of the year before the current year and continues through the end of December 31 of that year THIS YEAR Starts at 12 00 00 AM on January 1 of the current year and continues through the end of December 31 of the current year NEXT YEAR Starts at 12 00 00 AM on January 1 of the year after the current year and continues through the end of December 31 of that year n YEARS AGO Starts at 12 00 00 AM on January 1 of the calendar year n years before the current calendar year and continues through the end of December 31 of that year LAST n YEARS Starts at 12 00 00 am on January 1 n 1 years ago The range ends on December 31 of the year before the current year NEXT n YEARS Starts at 12 00 00 AM on January 1 of the year after the current year and continues through the end of December 31 of the nth year LAST FISCAL QUARTER Starts at 12 00 00 AM on the first day of the fiscal quarter before the current fiscal quarter and continues through the last day of that fiscal quarter The fiscal quarter is defined on the Fiscal Year page in Setup Note None of the FISCAL literal date values are supported when creating mobile custom views THIS FISCAL QUARTER Starts at 12 00 00 AM on the first day of the current fi
91. able if enabled by your administrator From the search results page use Search Feeds to see results from everything at your company Learn Salesforce Basics How Do Search in Lookup Fields Use lookup dialog search to associate two records together IN THIS SECTION Lookup Dialog Search in Salesforce Classic Lookup fields allow you to associate two records together in a relationship For example a contact record includes an account lookup field that associates the contact with its account Lookup Dialog Search in Lightning Experience Search EDITIONS Available in both Salesforce Classic and Lightning Experience Available in all editions Lookup fields allow you to associate two records together in a relationship For example a contact record includes an account lookup field that associates the contact with its account In the lookup search for searchable objects terms are matched against all searchable fields within a record not just the name of the record Lookups have similar instant result and record indexing behavior as global search If you don t see a record in the auto suggested instant results perform a full search If you don t see a new record in search results wait 15 minutes and try again Check out some more answers to frequently asked questions about lookups Lookup Dialog Search in Salesforce Classic Lookup fields allow you to associate two records together in a relationship For example a c
92. able Fields Sidebar Search Advanced Search Message va Name v v SEE ALSO Searchable Fields by Object in Salesforce Classic 152 Global Search v v Global Search Search Global Search Products Tab Search A v EDITIONS Available in Salesforce Classic Available in e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Searchable Fields Quote Searchable Sidebar Search Advanced Standard Fields Search Lookup Quote Name Y Y va Quote Y W Number All custom fields of type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Report Searchable Fields Sidebar Search Advanced Search Description L ov Report Name va v SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Reward Fund Searchable Fields Sidebar Search Advanced Search Name va v All custom ov A auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros 153 Global Search Global Search Global Search Search EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in All edition
93. abled the parent record is shared and the attachment is public Size of the uploaded file 102 Learn Salesforce Basics Delete Notes and Attachments from Records To delete a note or attachment click Del next to the note or attachment in the Notes and Attachments related list or Attachments related list of a record Deleted notes and attachments can be restored from the Recycle Bin To delete a file that was attached from a Chatter feed click Del next to the feed attachment This removes the file from all Chatter feeds where it s been shared and deletes the file from the Notes and Attachments related list Restore the file by clicking on the Recycle Bin selecting the file and clicking Undelete If the file was attached from your computer a Chatter feed group or a Salesforce CRM Content library deleting it from the Notes and Attachments related list also removes it from the post but doesn t delete it from its original location SEE ALSO Create Notes and Add Them to Records Considerations for Managing Files and Notes Attached to Records Records FAQ Records FAQ EDITIONS Available in Salesforce Classic and Lightning Experience Available in e Contact Manager e Group e Professional e Enterprise e Performance e Unlimited e Developer USER PERMISSIONS To delete a note or attachment e Owner of the parent record OR Edit or Delete on the parent record type OR Modify Al
94. ach object Search results contain up to 50 records at a time Standard objects are listed in ascending alphabetical order Custom objects are listed in descending order by the date when you most recently accessed them You can t sort filter or customize the columns in the search results 119 Learn Salesforce Basics Search Enhanced Lookups If enabled by your administrator Salesforce uses enhanced lookup search for account contact opportunity user and custom object lookup fields Enhanced lookups offer more search capabilities compared to standard lookups e By default enhanced lookups query a limited set of fields known as Name fields for each object If your search for a record returns a large number of matches such as a contact with a widely used name you can instead query all searchable fields for that record to narrow your results If available in the enhanced lookup search dialog select All Fields and enter other search terms unique to the record such as the contact s email address e Enhanced lookup search queries are broken into separate search terms at alphabetic numeric and special character boundaries For example if you enter ALL4ONE in an enhanced lookup field the resulting query searches for ALL and 4 and ONE Consequently entering ALL and 4 and ONE returns matches for ALL4ONE Also searching for S amp returns fields containing both S amp and amp S e You can sort and filter the results of enhanced lookup
95. ad on the type of The aggregate type specifies how the field data is calculated by sum count or average The record included in the list aggregate field specifies the type of data to calculate The grouping field labels the chart AND Create and segments Customize List Views 6 To view your edited chart click Save Note You can t edit standard or preconfigured charts You can only edit charts that you create You can t delete list view charts SEE ALSO Visualize List View Data with Charts in Lightning Experience Create a List View Chart in Lightning Experience View and Share FAQ How does the sharing model work In Professional Enterprise Unlimited Performance and Developer Edition organizations the administrator can define the default sharing model for your organization by setting organization wide defaults Organization wide defaults specify the default level of access to records For most objects organization wide defaults can be set to Private Public Read Only or Public Read Write In environments where the sharing model for an object has been set to Private or Public Read Only an administrator can grant users additional access to records by setting up a role hierarchy and defining sharing rules Role hierarchies and sharing rules can only be used 86 Learn Salesforce Basics Create Records to grant additional access they cannot be used to restrict access to records beyond what was originally specified
96. advanced search Feature Location Record Fields Multiple Object Searches Search Terms Nickname Search Sidebar If made available located to the left of the page The sidebar panel can be customized to be collapsible Searches all fields except long text fields and attachments Choose one object by which to limit your search Select Search All to search across all objects Uses a phrase search and matches terms in the exact sequence that they appear For example searching for bob jones returns items with Bob Jones but not Bobby Jones or Bob T Jones In addition a trailing wildcard is added at the end of the search terms For example Bob T Jones Doesn t include results for nicknames abbreviated names associated with the entered search name Advanced Link to advanced search within the sidebar search Searches all fields Choose one or more objects by which to limit your search Select Search All to search across all objects Uses separate word search for searchable fields within a record For example searching for bob jones returns items with Bob Jones and a contact named Bob Smith because his email address is bsmith jones com Includes results for nicknames Structured Queries Based on Multiple Criteria To look for records based on a structured query such as accounts in a certain area or open opportunities within a company use a list view report or dashboard Limit to Items Own
97. ake a selection or enter a value Click Done D f To set another filter click Add Filter g To remove a filter click jg near the filter name 8 Click Save The view appears in the list view drop down list so you can access it later 9 Optionally choose and order the columns in your list view a From the List View Controls menu select Select Fields to Display b To add columns select one or more fields from Available Fields and use the arrow to move them to Visible Fields To remove columns select one or more fields from Visible Fields and use the arrow to move them to Available Fields d Order columns by selecting one or more fields from Visible Fields and using the arrows to move them up or down e Click Save Example You re planning a trip to San Francisco and you want to see a list of your accounts to visit while you re there In Accounts create a list view that shows My Accounts Add a filter for Billing City equals San Francisco Note The information you see in list views is only the data to which you have access either records you own or have read or read write access to records that have been shared with you or records owned by or shared with users in roles below you in the role hierarchy You can view only those fields that are visible in your page layout and field level security settings SEE ALSO Create Custom List Views in Salesforce Classic Edit List View Filters in Lightning Experience Pilot
98. al Search Search v v v Asset Sidebar Search Advanced Search v v v v v v v Searchable Fields by Object in Salesforce Classic Searchable Fields Attachment Searchable Fields Description Name Sidebar Search Advanced Search va Y va The contents of attachments are not searchable SEE ALSO Searchable Fields by Object in Salesforce Classic 126 Search v Global Search Y va va v va Global Search va Y v EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in e Group e Professional e Enterprise e Performance e Unlimited e Contact Manager e Developer Learn Salesforce Basics Searchable Fields Business Account Searchable Sidebar Advanced Standard Fields Search Search Lookup Search Account Y va Y Name Account va Y Y Name Local Account Y Number Account Y Y Site Billing Y Address Description f D U N S Y Number This field is only available tO organizations that use Data com Prospector Fax Y Y Phone Y Y Shipping Y Address Ticker Y S Symbol Website Y va All custom Y Y auto number fields and custom fields Enhanced Global Lookup Search and Seach Nome Enhanced Fields Lookup Search All Fields v v 127 EDITIONS Available in Salesforce Classic The available business account fields vary ac
99. and open the record you want to delete 3 Click Delete SEE ALSO Using the Recycle Bin Delete Notes and Attachments from Records Opening Items You ve Recently Viewed In the Recent Items section of the Salesforce sidebar you ll find a list of up to 10 items records documents custom objects and the like you ve most recently added edited or viewed To open any item s detail or edit page just click its link Q Tip Ifyour organization has enabled hover details you can hover your mouse over any item in the Recent Items list to view key information about the record before clicking into that record s detail or edit page Note Your Recent Items may show fewer than 10 items if you have recently deleted any of your recently viewed items Likewise the Recent lists on the tab home pages for example the Recent Leads list may show fewer than 10 or 25 items if you have recently deleted items 27 Getting Started with Your Records EDITIONS Available in Salesforce Classic Available in all editions USER PERMISSIONS To delete records e Delete on the object for the kind of record you re deleting EDITIONS Available in both Salesforce Classic and Lightning Experience Available in All Editions Learn Salesforce Basics Tips for New Users Learn the tips you need to be a fast productive Salesforce user on day one New users should keep these tips in mind e When you click on an object to find
100. andard and custom objects You determine which records display by setting filters All records that meet your filter criteria appear in your list view IN THIS SECTION Create a List View in Lightning Experience Pilot Create a view to see an infinitely scrollable list of records that meet your filter criteria Create Custom List Views in Salesforce Classic Create a list view to see a specific set of contacts documents or other object records For example you can create a list view of accounts in your state leads with a specific lead source or opportunities above a particular amount You can also create views of contacts leads users or cases to use for mass email recipient lists Create a List View in Lightning Experience Pilot Create a view to see an infinitely scrollable list of records that meet your filter criteria DIONS O Important Creation of list views in Lightning Experience is currently available only in Trial orgs We provide this feature to selected customers through a pilot program that requires Available in Lightning agreement to specific terms and conditions To be nominated to participate in the program Experience contact Salesforce Because pilot programs are subject to change we can t guarantee Available in Trial orgs acceptance This pilot feature isn t generally available as referenced in this document or in press releases or public statements We can t guarantee general availability within any particular
101. apore en _SG g g g g e English Malaysia en_MY g g g ish South Africa en ZA e Estonian et e French Belgium fr_BE e French Canada fr_CA e French Luxembourg r_LU e French Switzerland fr_CH e Georgian ka e German Austria de_ AT e German Luxembourg de_LU e German Switzerland de_CH e Hindi hi e Icelandic is e Irish ga e Italian Switzerland it CH e Latvian 1v e Lithuanian 1t e Luxembourgish 1b e Macedonian mk e Malay ms e altese mt 5 Learn Salesforce Basics Setup FAQs e Romanian Moldova ro_MD e Montenegrin sh_ME e Romansh rm e Serbian es e Serbian Latin s e Spanish Argentina es_AR e Spanish Bolivia es_BO e Spanish Chile es _CL e Spanish Colombia es CO e Spanish Costa Rica es CR e Spanish Dominican Republic es_DO e Spanish Ecuador es EC e Spanish El Salvador es_SV e Spanish Guatemala es_GT e Spanish Honduras es HN e Spanish Nicaragua es NI e Spanish Panama es_ PA e Spanish Paraguay es_PY e Spanish Peru es_ PE e Spanish Puerto Rico es PR e Spanish United States es US e Spanish Uruguay es_UY e Spanish Venezuela es VE e Tagalog t1 e Tamil ta e Urdu ur e Welsh cy Why can t I see some buttons and links Buttons and links only display for users who have the appropriate permissions to use them For example users who d
102. arch and the searchable fields for that object Searchable Fields by Object in Lightning Experience Search EDITIONS Available in Lightning Experience Available in All Editions except Personal Edition Contact Manager Edition Corporate Social Network Edition EDITIONS Available in both Salesforce Classic and Lightning Experience The types of records you can search vary according to the edition you have The records included in search results depend on whether the record s object type and its fields are searchable If you search for an object with a value that s stored in a field that isn t searchable you won t see your desired object in your search results Searchable Fields by Object in Salesforce Classic Each search type sidebar advanced global and lookup searches a unique set of fields for each object Your search results for a particular object depend on two factors the type of search and the searchable fields for that object For example consider an account that contains Acme in its Description field The Description field isn t queried by standard lookup search but is queried by global search and enhanced lookup search when All Fields is selected So a search for Acme returns this account record only if you use either global search or enhanced lookup search with All Fields selected A few things to note about searchable fields e Global search finds more fields per object compared to other sea
103. arched 141 Ideas implementation guide 203 dentity 205 dentity Connect 205 implementation guide 202 mplementation guides 199 mporting tip sheet for administrators 204 tip sheet for users 201 nline editing about 93 enhanced lists 95 nstalling Salesforce downloadable app 189 J JAWS 43 L Language settings editing 33 Lead fields searched 143 Leads implementation guide 203 tip sheet 201 tip sheet for administrators 203 Learn Salesforce Basics 1 Lightning Experience browser support 36 notes 98 requirements 36 supported browsers 36 Links 20 57 List view charts viewing 85 list views sorting 79 List views deleting 80 list view charts 85 86 printing 87 See Custom views 73 74 76 78 79 Lists navigating 61 sorting 61 Live Agent 201 203 Locale dates 104 names 104 settings editing 33 times 104 locale settings 91 Log in custom domain 219 first time 17 forgot password 219 ocked out 219 ogin hint 17 username hint 17 username locked out 219 Lookup dialog about 119 Lookup filters ip sheet for administrators 204 Lookups fields searched 132 154 M Mail merge bulk mail merge tip sheet 201 sample mail merge templates 201 upload guidelines 201 ass delete tip sheet for administrators 204 aual sharing editing or deleting access 70 obile Chatter 191 obile Lite installing 194 y Settings navigating to 17 navigating to Lightning Experience 18 navigating to Salesforce Classic 18 Quick Find
104. arts at 12 00 00 AM n days before the current day and continues up to the current second The range includes today Using this date value includes records from n 1 days ago up to the current day NEXT n DAYS Starts at 12 00 00 AM on the next day and continues for the next n days The range does not include today n DAYS AGO Starts at 12 00 00 AM on the day n days before the current day and continues for 24 hours The range does not include today LAST QUARTER Starts at 12 00 00 AM on the first day of the calendar quarter before the current calendar quarter and continues to the end of that quarter 82 Learn Salesforce Basics View and Share Records Relative Date Value Range THIS QUARTER Starts at 12 00 00 AM on the first day of the current calendar quarter and continues to the end of the quarter NEXT QUARTER Starts at 12 00 00 AM on the first day of the calendar quarter after the current calendar quarter and continues to the end of that quarter LAST n QUARTERS Starts at 12 00 00 AM on the first day of the calendar quarter n quarters ago and continues to the end of the calendar quarter before the current quarter The range does not include the current quarter NEXT n QUARTERS Starts at 12 00 00 AM on the first day of the calendar quarter after the current quarter and continues to the end of the calendar quarter n quarters in the future The range does not include the current quarter n Q
105. assic Searchable Fields Idea Searchable Sidebar Search Advanced Standard Global Search EDITIONS Fields Search Lookup Search Available in Salesforce Body A vA Classic Comment Available in e Professional Description v v e Enterprise 141 e Performance e Unlimited e Developer Learn Salesforce Basics Search Searchable Fields Sidebar Search Advanced Search Standard Lookup Global Search Search Title 4 v v v SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Knowledge Article Neither sidebar search nor advanced search are designed to find articles To find an article use DIONS global search or the search tools in the sidebar on the Articles tab Available in Salesforce Searchable Sidebar Search Advanced Global Search Articles Tab Classic Fields Search Available in All standard text w S e Enterprise fields e Performance ead e Unlimited oy Y v e Developer File v Y Summary va V Title va V URL vA v All custom va 4 auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields Y Y of type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic 142 Learn Salesforce Basics Search Searchable Fields Lead Searchable Sidebar Search Advanced Standard Global Search EDITIONS Fields Search Lookup Search Available
106. ate or Last Update Date useone or more of the relative date values provided to specify the range Visualize List View Data with Charts in Lightning Experience See a graphic display of list view data with list view charts There are three types of charts vertical bar horizontal bar and donut For any list view select from available standard and custom list view charts You can change the data display to another type if desired 73 Learn Salesforce Basics View and Share Records Create a List View Chart in Lightning Experience Create a chart to visualize list view data There are three types of charts vertical bar horizontal bar and donut For any list view chart you can change the data display to another type if desired When you create a list view chart for an object such as Opportunities or Leads the chart is associated with the object The chart is available for any list view that you have permission to see for that object except the Recently Viewed list Edit a List View Chart in Lightning Experience Refine or update your custom list view charts to make sure that you re seeing the most meaningful data visualizations There are three types of charts vertical bar horizontal bar and donut For any list view chart you can change the data display to another type if desired Create a List View Create a list view to see a specific set of records You can create and save views for opportunities contacts leads and other st
107. ation on your computer Mobile devices have a minimal amount of memory and a small screen and don t always maintain a constant network connection To work with these limitations a subset of your Salesforce data is stored in a local database on your phone The following types of tabs are available in the Salesforce Classic Mobile app e All custom object tabs and these standard object tabs Accounts Assets Attachments Cases Contacts Content Events Groups Group Members Leads Notes Opportunities Price Books Products Solutions Tasks Users Dashboards Reports e Web and Visualforce tabs Note The tabs and objects that you see in the app are determined by your mobile configuration and might not include all the tabs and objects listed here Additionally the iPhone and Android apps don t support reports When you open the tab for an object you probably won t see all of your Salesforce records For each mobilized object your administrator can create filter criteria to limit the number of records on your device For example in a large organization sending all open and closed opportunities to your mobile device could consume too much memory or potentially crash it Instead of sending all opportunities your administrator might send a subset of them such as open opportunities that you own that are scheduled to close this month 198 Learn Salesforce Basics Get Additional H
108. aved If you reach a limit you can go to the Tags page and delete infrequently used tags SEE ALSO Tags Overview Removing Tags from Records Removing Tags from Records 1 On the top right corner of the record detail page click Edit Tags 2 Nexttothe Personal Tags or Public Tags text boxes click X next to the tag that you want to remove 3 Click Save Q Tip When you create or edit tags you can press the ENTER key to save your changes or the ESC key to discard them If the tag that you removed is the last instance of the tag the tag is deleted from your organization completely If other records use the tag the tag still appears in search results and the Tags page 173 Tags EDITIONS Available in Salesforce Classic Available in All Editions except Database com USER PERMISSIONS To edit tags on a record e Read on the record To rename or delete public tags e Tag Manager EDITIONS Available in Salesforce Classic Available in All Editions except Database com USER PERMISSIONS To edit tags on a record e Read on the record Learn Salesforce Basics Browsing Searching and Managing Tags To access the Tags page click the name of any tag on a detail page or if your administrator added tags to the sidebar click Tags in the sidebar From this page you can View and browse tags Find records with tags Search tags Rename and delete tags Review personal tag statis
109. be lost e How can I be assured my data will be kept private e Can I automatically back up my data in Salesforce e Does Salesforce use my data for internal purposes e What happens when the system goes down organizations Full version requires mobile licenses and is available for Professional Edition Enterprise Edition Unlimited Edition Performance Edition Developer Edition How can be sure my data is secure in Salesforce When you log in the URLs used to access your data are all preceded with https instead of http which indicates that a secure connection has been established Furthermore whenever your password is changed or reset or when you log in from a computer you have not used to access Salesforce before you may have to activate your computer to successfully log in to Salesforce Activating your computer allows Salesforce to verify your identity and prevent unauthorized access Learn Salesforce Basics Security Basics How can be sure my data won t be lost We back up your data with a variety of methods to ensure that your organization does not experience any data loss Every transaction is stored to RAID disks in real time with archive mode enabled allowing the database to recover all transactions prior to any system failure Every night all data is backed up to a separate backup server and high speed automatic tape library The backup tapes are cloned as an additional precautionary measure and the cloned ta
110. become available However some BlackBerry administrators restrict users from downloading and using the BlackBerry World on their devices BlackBerry users can install Salesforce Classic Mobile over the air directly from Salesforce if they are unable to access BlackBerry World To download Salesforce Classic Mobile over the air 1 Point your mobile browser to mobile salesforce com bb 2 Highlight the Download the application link and select Get Link from the menu 3 Select Download If prompted to replace an older version of the client application select Yes Note The minimum BlackBerry operating system requirement for the mobile application is 4 3 If you re running versions 4 0 4 3 of the operating system you can still download and install the mobile application however the mobile server will detect the older operating system and send version 11 6 of the mobile application which was the last release that supported operating system versions 4 0 4 3 You can t use any of the new features included in the current release or future releases until you upgrade to the most recent BlackBerry operating system for your phone 4 Select Reboot to restart your device EDITIONS Available in both Salesforce Classic and Lightning Experience Free version available in All editions except Database com Full version available in Performance Unlimited and Developer Editions and for an extra cost in Professional and Enterprise Edit
111. bility mode you must use the report wizard e Drag and drop to move reports and dashboards between folders Disabled List View Features e Related list hover links e These enhanced list features Inline editing Rearranging and adjusting the width of columns 44 Learn Salesforce Basics Editing deleting or refreshing the current list view Changing the number of records displayed per page Jumping to a specific page of results Other Disabled Features e The Check Spelling button for solutions e The latest Manage Members page e The Recent Tags drop down menu when you add the tag component to the sidebar e When finding similar opportunities the Match Criteria sidebar on the search results page e The list of similar questions as you type a question in an answers community Accessibility Q Tip Users with accessibility mode enabled should use the search box on the Answers tab to see if their question has already been asked before they post their question Enable Accessibility Mode Optimize your experience using Salesforce with assistive devices such as speech recognition software and screen readers by enabling accessibility mode 1 Fromyour personal settings enter Accessibility inthe Quick Find box then select Accessibility No matching results Enter Personal Information inthe Quick Find box then select Personal Information 2 Select Accessibility Mode 3 Click Save SEE ALSO Recommendations for
112. ble as a downloadable app on iOS and Android devices as well as browser based app In most cases the downloadable and mobile browser apps include the same features But there are some differences between the experiences often related to differences in the mobile platforms on which Salesforce is supported Feature iOS and Android Mobile Browser App Downloadable Apps v7 x Navigation and Actions Access up to 200 list views per object y y See visual snapshots of business data on list view charts y tablets only Sort and filter list views y y Do actions like make phone calls log calls send emails map locations and y y view news or Websites Phone calls supported on iPhones and Android phones only Use quick actions created for your organization v y Search Search for Salesforce records y y Scope global searches to find records by object y See matching search results for all records not just those that have been y recently viewed 181 Learn Salesforce Basics Salesforce Mobile App Features What s Available in Each Version Feature iOS and Android Mobile Browser App Downloadable Apps v7 x Sort search results y Relationship and Data Management Add new records and update existing records y y Prevent the creation of duplicate records y y Add contacts to Salesforce from mobile device contact lists y Locate associate and view Twitter profiles for Salesforce accounts contacts y v and leads Work with data store
113. ble to everybody in your company Available in Salesforce Classic and Lightning Experience Available in Group Professional Enterprise Performance Unlimited Contact Manager and Developer Editions To update your contact information click your name or your profile picture You can update all fields on your profile except the Manager field Only your Salesforce admin can update the Manager field 175 Learn Salesforce Basics Change Your Profile or Group Photo In Communities you can also control the visibility of your contact information within communities on a field by field basis You can choose to expose fields to employees only members of the community from outside your company or guest users who aren t required to log in Some fields are always visible to everyone accessing the community SEE ALSO Change Your Profile or Group Photo Change Your Profile or Group Photo Upload a photo to your profile so people can see who you are or upload a photo for groups that you own or manage Available in Salesforce Classic and Lightning Experience Available in Group Professional Enterprise Performance Unlimited Contact Manager and Developer Editions 1 Go to your profile or the group s page Hover over the photo and click Add Photo or Update Browse for the photo you want to upload and open the file You can upload photos in jpg gif or png format up to 8 MB Pe we NM Create a thumbnail image by dragging the dotte
114. ccounts by number of employees to focus prospecting efforts on large corporations One of the reps creates a horizontal bar chart by selecting Sum as the aggregate type Employees as the aggregate field and Account Name as the grouping field The chart shows the number of employees at each account by account name SEE ALSO Visualize List View Data with Charts in Lightning Experience Edit a List View Chart in Lightning Experience Edit a List View Chart in Lightning Experience Refine or update your custom list view charts to make sure that you re seeing the most meaningful DONS data visualizations There are three types of charts vertical bar horizontal bar and donut For any list view chart you can change the data display to another type if desired Available in Lightning Note These steps work in Lightning Experience If you see a navigation bar on the left side Experience of your screen you re in Lightning Experience If you see a row of tabs across the top of the Available in screen you re in Salesforce Classic e Group E renee Professionol ject home page click e Enterprise 2 In the Charts panel that appears select the name of one of your custom charts e Performance 3 Click e Unlimited e Developer 4 Select Edit Chart A dialog box appears USER PERMISSIONS 5 Make your changes to the chart name chart type aggregate type aggregate field or grouping field To edit list view charts m l e Re
115. ce However you can search for and download records that are not automatically delivered to your device Items you download from Salesforce become a Available in both Salesforce Classic and Lightning Experience Free version available in All editions except Database com Full version available in Performance Unlimited and Developer Editions and for an extra cost in Professional and Enterprise Editions permanent part of your mobile data set In addition to recently accessed records the default configuration synchronizes activities closed in the past five days and open activities due in the next 30 days Check the list of supported mobile devices to see if you can use the Salesforce Classic Mobile app on your smartphone SEE ALSO Salesforce Classic Implementation Guide Salesforce Classic User Guide for BlackBerry Salesforce Classic User Guide for iPhone 192 Learn Salesforce Basics Get Started With Salesforce Classic Requirements for Using Salesforce Classic Mobile The Salesforce Classic Mobile app can run on Android BlackBerry and iOS operating systems It s EDITIONS also supported by wireless carriers if the device can establish a data connection to the Internet it can typically run the mobile app Verify that your device is supported before installing the mobile Available in both Salesforce app Recently released mobile devices aren t immediately supported because every device goes Classic and Light
116. ch Languages Does Salesforce Support Salesforce offers three levels of language support fully supported languages end user languages and platform only languages Each language is identified by a two character language code such as en or a five character locale code such as en_AU Note Setting a default locale is different from setting a default language n addition to the Salesforce language support you can localize your organizations in two ways The Translation Workbench lets you specify languages you want to translate assign translators to languages create translations for customizations you ve made to your Salesforce organization and override labels and translations from managed packages Everything from custom picklist values to custom fields can be translated so your global users can use all of Salesforce in their language The second option is to rename tabs and fields in Salesforce If your custom application uses only a few standard Salesforce tabs and fields you can translate them Fully Supported Languages You can change the language for all features including Help to one of the following fully supported languages from Setup by entering Company Information inthe Quick Find box selecting Company Information then selecting Edit e Chinese Simplified zh_CN e Chinese Traditional zh_TW e Danish da e Dutch nl_NL e English en_US e Finnish fi e French fr e German de e Italian it e Japanese ja
117. chable Fields by Object in Salesforce Classic 133 Learn Salesforce Basics Searchable Fields Salesforce CRM Content Neither sidebar search nor advanced search are designed to find content To find content use global search results appear as files or the search tools on the Content tab Searchable Fields Sidebar Search Advanced Search Body Description File Owner Title Version All custom auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Contract Searchable Sidebar Search Advanced Fields Search Billing Y Address Billing Y S Name First and Last Global Search NIN IN TN EN INS Standard Lookup Search 134 Content Tab VIN TN TATAA TS Global Search v v Search EDITIONS Available in Salesforce Classic Available in e Contact Manager e Group e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Searchable Fields Contract Name Contract Number Description Shipping Address Special Terms All custom auto number fields and custom fields that are s
118. ckly organize records around common themes retrieve them in list views and with Chatter view them on topic detail pages Topics for objects must be enabled before you can add topics to records of that object type Available in Salesforce Classic Note All topic names are public and appear in search results but this doesn t affect the visibility of records that have topics Available in all editions 1 On the top of the record detail page under the record name click Click to add topics If the record already has topics click Topics USER PERMISSIONS To add topics to a record e Read and Edit on the record AND Assign Topics to add existing topics OR Create Topics to add new topics 170 Learn Salesforce Basics 2 Contact H Ms Liz D Cruz Customize Page Edit Layout Printable View Help for this Page e Wb Hide Feed 85 Add Tags i Di Post gj File Link plj Poll Follow Nrite something Followers No followers Q Show All Updates If your administrator enabled feed based layouts click Add Topics in the sidebar of the feed view Contact F Ms Liz D Cruz Back to List Users Customize Page Edit Layout Printable View Help for this Page e Feed Details Post ji Fie Pink plj Poll Follow ethir Followers No followers a Show All Updates Topics Kristen Powell g Great ti t tthe 2014 fi l reatto meet you atthe user con
119. cording to which Salesforce edition you have Search Learn Salesforce Basics Searchable Fields Sidebar Search Advanced Search Search Standard Lookup EnhancedLookup Global Search Search Search Name and Fields Enhanced Lookup Search All Fields that are set as an external ID You don t need to enter leading zeros All custom fields of s Y type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Campaign Searchable Sidebar Search Advanced Standard Global Search EDITIONS Fields Search Lookup Search Available in Salesforce Campaign va v y v Classic Name Available in Description S V e Professional e Enterprise All custom Y Y vA e Performance auto number e Unlimited fields and custom fields that are set as an external ID You don t need to enter leading zeros e Developer 128 Learn Salesforce Basics Search Searchable Fields Sidebar Search Advanced Search Standard Lookup Global Search Search All custom fields of type L v text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Case Searchable SidebarSearch Advanced Standard Global Search EDITIONS Fields Search Lookup Search Available in Salesforce Case vA va Classic comments Available in Case Number s r v r e Group e Professional e Enter
120. cords that are associated with the record you re currently viewing For example an account record probably has a related list of contacts at that account SEE ALSO Understanding Salesforce Pages Get to Know Your Salesforce Admin 25 Learn Salesforce Basics Create Records Creating records is standard procedure for most Salesforce users Some objects such as Account have special guidelines and considerations you need to be aware of but the process of creating a record is similar for all IN THIS SECTION Create a Record in SalesforceLightning Experience Create new Salesforce records for opportunities leads tasks notes accounts and contacts Some objects such as Account have special guidelines and considerations for you to be aware of but the process of creating a record is similar for all Create a Record in Salesforce Classic Getting Started with Your Records EDITIONS Available in Lightning Experience Available in Salesforce Classic Available in all editions Create new Salesforce records for opportunities leads tasks notes accounts and contacts Some objects such as Account have special guidelines and considerations for you to be aware of but the process of creating a record is similar for all SEE ALSO Editing Records Deleting Records Guidelines for Entering Currency Dates Times and Phone Numbers Create Notes and Add Them to Records Attach Files to Records Editing Records 1
121. ct the dashboard component Note The underlying report may contain additional data than what is represented in the dashboard component In addition the underlying report may contain some data that you don t have access to view due to sharing settings Low Vision Users Who Need Magnification Salesforce supports standard OS level browser and third party magnification tools Adjust the zoom setting to suit your needs These elements are identified in our page markup You can alter the styles for these elements to help you identify them e Headings are marked up as headings rather than field set and legend elements for grouping form controls 47 Learn Salesforce Basics Setup FAQs e The main heading for the page typically at the start of the main content area is a level 1 heading You can shift to this heading with a shortcut key e Data tables have data table markup except enhanced listviews in Standard Mode only to aid identification of headers for each cell e Lists provided in the main content area are marked up as lists Setup FAQs View and Display FAQ e Which Languages Does Salesforce Support e Why can t see some buttons and links e Why can t I view Salesforce popup windows such as lookup dialogs and the Help amp Training window e Why did my data disappear when pressed the Backspace key while editing a record e Can I change or delete the drop down list of entries that appears when edit a text field Whi
122. cted apps include productivity apps such Available in All editions as Gmail and Microsoft Office 365 or other apps to help you get your work done If your except Database com administrator has added these apps to your organization they appear in the App Launcher IN THIS SECTION Open a Different Salesforce App in Salesforce Classic It s easy to navigate between Salesforce apps such as the Sales app and the Marketing app Open an App from the App Launcher in Salesforce Classic Navigate between your Salesforce apps and connected apps from a single menu 53 Learn Salesforce Basics Open a Different App in Lightning Experience Use Search or the App Launcher to navigate between all of your apps Open a Different Salesforce App in Salesforce Classic It s easy to navigate between Salesforce apps such as the Sales app and the Marketing app Note These steps work in Salesforce Classic If you see a row of tabs across the top of your screen you re in Salesforce Classic If you see a navigation bar on the left you re in Lightning Experience To use features available in a different Salesforce app than the one you have open you need to open the other app You can have one app open at a time and the app you have open will open the next time you log in to Salesforce To open an app In the upper right corner of any Salesforce page select the app you want from drop down app menu Sales d Call Center Marketing Community
123. cycle Bin to view all data that has been deleted for the entire organization In Personal Edition the All Recycle Bin option shows To view and recover your all of your deleted items deleted records e Read on the records in the Recycle Bin Searching for Items in the Recycle Bin m o view and recover records 1 Choose My Recycle Bin or All Recycle Bin from the drop down list Choosing My Recycle deleted by other users Bin searches for matches only in the items you deleted e Modify All Data 2 Enter your search terms Search terms are treated as separate words with an implied AND To recover deleted public between them For example searching for bob jones returns items with bob and jones together tags but not bob smith whose email address is bsmith jones com An implied wildcard is appended e Tag Manager to your search terms so searching for bob returns any bob or bobby Searches look for matches To purge the Recycle Bin in the field displayed in the Name column of the Recycle Bin such as lead Name Case e Modify All Data Number Contract Number or Product Name 168 Learn Salesforce Basics Topics Note Some search features including stemming and synonyms are not available in the Recycle Bin search 3 Click Search Restoring Items in the Recycle Bin You can restore items by checking the box next to those items and clicking Undelete To restore all deleted items check the box in the column header and then cl
124. d auto complete filter is replaced with a standard drop down menu e The Edit Columns link on the Manage Members page accessible via the Manage Members drop down on a campaign detail page becomes a drop down button The Edit Columns overlay is replaced by a standard setup page e Clicking a requested meeting in the Open Activities related list and in some list views doesn t open the meeting detail page Instead dialog opens that instructs you to contact the meeting organizer for details about the requested meeting fav e The Turn My Email On drop down list on a Chatter group displays as a Chatter Email Settings link that opens your settings for receiving Chatter email Disabled Calendar Features e Event detail overlays in the calendar view e Drag and drop editing e Drag and drop scheduling e Click and create events e The New Meeting Request button on the Open Activities related list Note Asa result you can t request a meeting in accessibility mode and the Requested Meetings subtab in the Calendar section of the Home tab doesn t display any meetings Disabled Report and Dashboard Features e Drag and drop editing in the dashboard builder e Creating and editing reports in report builder Note Report builder is required to create or edit joined reports and reports containing cross filters or buckets Users with accessibility mode enabled can run those reports but can t create or edit them To create reports in accessi
125. d lines across the photo f the photo is for your profile and you re a member of any communities you can select Show in communities with publicly accessible pages This option makes the photo visible to guest users viewing publicly accessible sites or pages that don t require login 5 Save your changes Follow People Follow people to see their updates in your feed including posts comments and likes Available in Salesforce Classic and Lightning Experience Available in Group Professional Enterprise Performance Unlimited Contact Manager and Developer Editions To follow a person click Follow on a person s profile page Once you follow people you see their posts comments and likes in your feed You can follow a maximum combined total of 500 people topics and records To see how many items you re following view the Following list on your profile To stop following a person click x When you stop following a person you don t see future updates from that person in your feed SEE ALSO Follow Records 176 Learn Salesforce Basics Follow Records Follow Records Follow records so you can see updates in your feed including field changes posts tasks and comments on records To view a record Available in Salesforce Classic and Lightning Experience e Read on the record Available in Group Professional Enterprise Performance Unlimited Contact Manager and Developer Editions The field changes
126. d list views and custom list views 1 Go to the list view you want to print For example All Accounts on the Accounts tab Sort the contents of the list view if you want to BWM In the new window select the number of records you want to print up to 1 000 To print more than 1 000 records run a report and then click Printable View on the report 5 Click Print This Page Delete a List View Delete a list view when you no longer need it to keep your workspace up to date IN THIS SECTION Delete a List View in Lightning Experience Pilot You can delete a list view when you no longer need it Delete a List View in Salesforce Classic You can delete a custom view when you no longer need it Delete a List View in Lightning Experience Pilot You can delete a list view when you no longer need it Important Creation and deletion of list views in Lightning Experience is currently available only in Trial orgs We provide this feature to selected customers through a pilot program that requires agreement to specific terms and conditions To be nominated to participate in the program contact Salesforce Because pilot programs are subject to change we can t guarantee acceptance This pilot feature isn t generally available as referenced in this document or in press releases or public statements We can t guarantee general availability within any particular time frame or at all Make your purchase decisions only on the basis of
127. d outside of Salesforce Vv Vv iOS only Sales Productivity Take rich text meeting notes and easily relate them to records wv y Track the latest news about accounts v Vv Convert qualified leads to contacts Vv Vv Use Sales Path to follow sales processes and get deals closed Vv Vv Salesforce Today and Activities Use Today to prepare for and manage the day s events join conference calls y and log mobile calendar events in Salesforce Add contacts to Salesforce from events in Today y Create tasks from Chatter posts v Create tasks from Notes vw y Track close or reopen tasks y y Do quick task updates with a tap edit comments or change a due date status y y or priority Create and view Salesforce events y y Work com Use Work com Coaching Goals Rewards and Skills y y Skills in Android only Customer Service Tools Use Social Customer Service to track cases and respond to Twitter Tweets in y y real time 182 Learn Salesforce Basics Salesforce Mobile App Features What s Available in Each Version Feature iOS and Android Mobile Browser App Downloadable Apps v7 x View Salesforce Knowledge articles y Salesforce1 Reporting View dashboards dashboard components including Visualforce dashboard y y components and reports Sort data in reports Y v Apply dashboard filters y y Share dashboards in feeds y y iOS only limited Chatter Feeds Profiles Groups Files Use Chatter feeds people and groups y y
128. dar Event W Y v Case Y va Y v Chatter Feed v Chatter Group v Coaching Y Y v Community V Contact vA v v v v Salesforce CRM if Content Contract Y v v v Contract Line Item xy Y A Custom Object L v A v v D amp B Company L Y v Dashboard Y Y vA Discussion A Document Y Y Entitlement Y L v External Object y 124 Learn Salesforce Basics Search Object Sidebar Search Advanced Search Standard Lookup Enhanced Lookup Global Search Search Search File Goal Lf vA Idea Y S S Knowledge Article Lead Y Live Chat Transcript Macro Metric Note Opportunity SEN EN ENN NIN IN EN ENNIS Order People Performance Cycle SN S Person Account Sf Y va v Price Book v Product Question Quick Text Quote Report Requested Meeting Reward Fund LIN IN IN IN IEN IN IN IN IN IN IN IN IN IN IN IN IN IN IN INNIS NIN IN ENENENUS NS NNN ONNAN Reward Fund Type Self Service User Y Service Contract lt S Skill Y Y Solution va Task Ti 7 SIN ENIN IS Topic y Yd 125 Learn Salesforce Basics Object User Searchable Fields Searchable Fields Asset Name Description Serial Number All custom auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of type text text area long text area rich text area email and phone SEE ALSO Search Sidebar Search Advanced Search Standard Lookup Enhanced Lookup Glob
129. day of that fiscal quarter Starts at 12 00 00 AM on the first day of the fiscal year before the current fiscal year and continues through the end of the last day of that fiscal year The fiscal quarter is defined on the Fiscal Year page in Setup Starts at 12 00 00 AM on the first day of the current fiscal year and continues through the end of the last day of the fiscal year The fiscal quarter is defined on the Fiscal Year page in Setup Starts at 12 00 00 AM on the first day of the fiscal year after the current fiscal year and continues through the end of the last day of that fiscal year The fiscal quarter is defined on the Fiscal Year page in Setup Starts at 12 00 00 AM on the first day of the fiscal year n fiscal years ago and continues through the end of the last day of the fiscal year before the current fiscal year The range does not include the current fiscal year The fiscal quarter is defined on the Fiscal Year page in Setup Starts at 12 00 00 AM on the first day of the fiscal year after the current fiscal year and continues through the end of the last day of the nth fiscal year The range does not include the current fiscal year The fiscal quarter is defined on the Fiscal Year page in Setup Starts at 12 00 00 AM on the first day of the fiscal year n fiscal years ago and continues through the end of the last day of that fiscal year 84 Learn Salesforce Basics Visualize List View Data with Charts in Lightning
130. debar components and links are enabled and configured by your administrator Alert banners may appear on the Home tab to let you know when updates are available for desktop clients such as Connect Offline SEE ALSO Navigating Object Home Pages 62 EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic The available tabs and options in the Create New drop down list vary according to which permissions you have and which Salesforce edition you are using Learn Salesforce Basics Changing Your Home Tab Dashboard Your administrator can create customized Home tab pages that display customized components such as a dashboard snapshot or your company logo If your Home tab contains a dashboard snapshot you can change the dashboard settings Click Customize Page in the Dashboard section of the Home tab if yours contains a dashboard Use this page to select a different dashboard to display on the Home tab Click Refresh to refresh the data in your dashboard Using Your Tasks and Calendar on the Home Page Note The My Tasks and Calendar sections display on the Home page if they are included as components on your Home page layout From the Home page you can view create and edit tasks and events If you have Salesforce for Outlook installed you may be able to sync your Outlook items with Salesforce so th
131. dictionary to customize how they re announced by default Deaf or Hearing Impaired Users Salesforce provides video demos hosted on YouTube To view synchronized captions for videos click Watch on YouTube com in the bottom right corner of embedded videos Specific Color Users Browser and operating system settings don t change the colors displayed within images and Salesforce implements many images as background images which aren t displayed when browser and operating system settings for color display are in effect If you rely on browser settings and your operating system to change your display to a particular color combination you may need to e Display image text alternatives to access information provided by important images e Override our CSS for these classes assistiveText zen assistiveText Then set your browser settings according to your preferences In addition e Some charts for example in reports and dashboards rely on color to display information If you have trouble interpreting the information in charts select Color Blind Palette on Charts from your personal detail page This option sets an alternate color palette for charts that has been optimized for use by color blind users Dashboard emails don t use the alternate palette You can also click a chart to view its source report e Dashboards contain charts and graphs that are visual in nature To access the report data used to generate the chart or graph simply sele
132. e and Last Name e 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 Special Cases e 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 Fields All Objects All fields are editable except long text area fields Opportunities All fields are editable except the following fields are only editable on detail pages not on list views Amount Stage Forecast Category Quantity Leads All fields are editable except Lead Status is only editable on detail pages not on list views Cases All fields are editable except Case Status is only editable on detail pages not on list views Contracts All fields are editable except Contract Status is only editable on detail pages not on list views Events Only the following fields are editable Description Location Subject Type
133. e Classic Create Records Create new Salesforce records for opportunities leads tasks notes accounts and contacts Some objects such as Account have special guidelines and considerations for you to be aware of but the process of creating a record is similar for all SEE ALSO Editing Records Deleting Records Guidelines for Entering Currency Dates Times and Phone Numbers Create Notes and Add Them to Records Attach Files to Records Create a Record in SalesforceLightning Experience Create new Salesforce records for opportunities leads tasks notes accounts and contacts Some objects such as Account have special guidelines and considerations for you to be aware of but the process of creating a record is similar for all Note This information is for Lightning Experience If you see a navigation bar on the left side of your screen you re in Lightning Experience If yo the screen you re in Salesforce Classic You can create records in different ways in Lightning Experien u see a row of tabs across the top of ce EDITIONS Available in Lightning Experience Available in all editions e To create records from any Salesforce page select the item you want in the navigation menu then click New in the list view e To create records from an existing record click New for th and want to create a note about the contact click New Create a Record in Salesforce Classic Create new Salesforce records f
134. e app if you track quotas for sales reps in Salesforce you also need to upload a quota CSV file You also need to schedule a dataflow to keep data in the app up to date This video shows you how to do both i Make Data Driven Decisions with Reports and Dashboards Join us for a feature overview of Reports and Dashboards in Lightning Experience See an example of how to gain insight and inspire action using your Salesforce data a Building Matrix Reports This video shows you how easy it is to create matrix reports using report builder o Using Cross Filters in Reports Use a cross filter to find just the records you need in a report Cross filters let you fine tune your results by including or excluding records from related objects without having to write formulas or code ue Getting Started with Buckets 210 Video Demos For End Users For Administrators For End Users For Administrators V Learn Salesforce Basics Video Demos Video Title For End Users For Administrators Learn how to group your data without having to create custom fields Buckets help you sort organize and understand large amounts of data in Salesforce quickly and easily Create your own categories on the fly without formulas or custom fields V Getting Started with Report Builder This video introduces you to the report builder a powerful drag and drop interface for building reports gt Introducing Joined Reports in Salesforce With
135. e available access levels are Access Level Full Access Read Write Read Only Description User can view edit delete and transfer the record User can also extend sharing access to other users however the user cannot grant Full Access to other users User can view and edit the record and add associated records notes and attachments to it User can view the record and add associated records to it They cannot edit the record or add notes or attachments 72 EDITIONS Available in Salesforce Classic and Lightning Experience Sharing for accounts and contacts is available in Professional Enterprise Performance Unlimited and Developer Editions Sharing for campaigns cases custom object records leads and opportunities is available in Enterprise Performance Unlimited and Developer Editions Learn Salesforce Basics View and Share Records Access Level Description Private User cannot access the record in any way Note Ifyou encounter an error when selecting the Full Access option you no longer have the permission to set full access on records Contact your administrator to determine if this access is necessary SEE ALSO Understanding Your Access to UI Elements Records and Fields Viewing Which Users Have Access to Your Records List Views List views give you quick access to your important records You can find preconfigured views such as a list of recently viewed records for eve
136. e in All editions except Database com Learn Salesforce Basics Data That s Available in the Salesforce Mobile App These objects are available in Salesforce Unless noted otherwise you can view edit or create records for these objects Accounts and Person Accounts Campaigns Cases Contacts Contracts D amp B Company view only for Data com Premium Prospector and Data com Premium Clean customers Dashboards view only Events Leads Live Chat Transcripts Opportunities Orders view or edit only Reports view only Salesforce Knowledge Articles view only mobile browser app only Tasks Work com Coaching Goals Thanks Rewards and Skills Skills not available in the iOS downloadable app External objects via Lightning Connect view only not available in the Android downloadable app Custom objects that have a tab you can access You can access all of these objects from the Salesforce navigation menu The navigation menu helps you focus on the objects you work with most frequently Tap More at the bottom of the Recent section to see the full list of all objects available to you in Salesforce1 With some exceptions all of the standard and custom fields are available on these records And you can work with most of the related lists for supported objects Q Tip If you re new to Salesforce and don t yet have a history of recent items you initially see these objects in the Recent section of the Salesforce1 navigation me
137. e records associated with the matching Experience tokens Available in all editions The search engine splits record information that contains letters numbers spaces and punctuation into separate tokens Here are some examples of the tokens created from the given record information You could find the record with a search using any of the indexed tokens listed Record Information Indexed Tokens Acme Inc acme inc Web2Lead web2lead web 2 lead Exhibit XYZ1234 exhibit xyz1234 115 Learn Salesforce Basics Record Information 415 999 3434 john smith domain com IN THIS SECTION Search Indexed Tokens exhibitxyz1234 exhibit xyz1234 Xyz 1234 415 999 3434 9993434 999 3434 john smith domain com domain com john smith john smith johnsmith domain com domain com domaincom How Search Handles Terms in Chinese Japanese Korean and Thai Search finds relevant results for searches in East Asian languages such as Chinese Japanese Korean and Thai by breaking up information to store in the search index SEE ALSO Search 116 Learn Salesforce Basics How Search Handles Terms in Chinese Japanese Korean and Thai Search finds relevant results for searches in East Asian languages such as Chinese Japanese Korean and Thai by breaking up information to store in the search index The search engine returns accurate search results from searches in East Asian languages that
138. e requirements when using Salesforce e JavaScript support must be available and turned on Accessibility SD UI N IS Available in Salesforce Classic Available in All Editions except Database com e After a specified period of inactivity a session timeout popup window automatically displays prompting you to log out or continue working Your administrator can set this time interval or disable it altogether Your browser must allow pop ups in Salesforce otherwise you won t receive a warning about the upcoming timeout e Pilot and Beta features may not be accessible Recommended Browsers For general accessibility testing Salesforce uses the most current version of Mozilla Firefox and Microsoft Internet Explorer on Windows and Apple Safari on OS X Contacting Salesforce with Accessibility Concerns To access documentation and knowledge base articles or to contact customer support click the Help amp Training link at the top of any page To report any accessibility concerns or to request an alternate format of any document send an email to accessibility salesforce com Note Customer support is not available for Personal and Developer Edition users In addition knowledge base access is not available for Developer Edition users All users are welcome to contact accessibility salesforce com in English with any accessibility related queries Accessibility Mode Overview Learn how accessibility mode
139. e these guidelines to quickly find records on the search result page Are Nicknames Included in the Search Results When searching for an account a contact a lead or a user search returns results that include alternative versions of the name used in the search Are Different Forms of the Search Term Included in the Search Results Searches expand to match different forms of a search term with a process called lemmatization What Are the Results See As Type in the Search Bar As you type in the global search box a list of auto suggested records appears These instant results let you quickly access a record before performing a full search How Are Search Results Ordered The search engine sorts results most relevant to the user based on search term frequency order EDITIONS and uniqueness record and user activity and access permissions Search result relevancy can vary for each user Available in both Salesforce Classic and Lightning Priority Boosts and Filters Experience The search engine uses various types of priority boosts and filters to prioritize records that are most Available in alleditions relevant to the user performing the search Boosts and filters aren t listed in the order they are applied or by importance Frequency Prioritizes records that include more occurrences of the search terms In addition records that contain all or more of multiple search terms entered are prioritized higher Uniqueness Pri
140. ead sharing rule created by the administrator The user has a subordinate in the role hierarchy who is assigned to the territory with which the account is associated The user has access that was granted via the Sharing button on the record Learn Salesforce Basics Reason Manual Territory Sharing Opportunity Sharing Rule Owner Portal Share Group Related Portal User Role Above Owner or Shared User Portal Only Sales Team View All Forecasts Permission View and Share Records Description The account has been manually assigned to a territory to which he user has access The user has access via an opportunity sharing rule created by he administrator The user owns the record or the user is a member of the queue hat owns the record or above the queue member in the role hierarchy The user is amember of a share group that has access to records owned by high volume portal users The portal user is a contact on the case The user s role is above the role of a portal user who has access to the record via ownership or sharing The user is a member of the opportunity sales team The user has the View All Forecasts permission SEE ALSO Understanding Your Access to UI Elements Records and Fields Granting Access to Records Record Access Levels Record Access Levels When you share records with other users you can assign them different levels of access to the records Th
141. ecords to display SEE ALSO Tags Overview Understanding the Salesforce Sidebar Navigating Object Home Pages Home Tab Overview 21 Learn Salesforce Basics Navigating Object Home Pages In the desktop application commonly used objects are found by clicking on their tabs which appear at the top of your screen Other Salesforce features such as Home and Chatter also have tabs GOUE Chatter Leads Accounts Contacts Opportunities Reports Dashboards Documents Products v Getting Around in Salesforce To work with your data click an object s tab For instance to access account information for the customers you work with click the Accounts tab Here you find 1 2 The name of the object and type of data you are viewing In this case Accounts List View options A list view narrows your accounts to a specific set for example you can choose to view All Accounts or just Recently Viewed Accounts A list of recently accessed records Here Recent Accounts This list is visible for every standard and custom object and can t be customized Links to other features you may want to use next Chatter Leads Jets Contacts Opportunities Reports Dashboards Documents Products Create New Accounts Tell me more Help for this Page e Home H n View Salesforce com Inc v Go Edit Create New View Salesforce com inc amp Kathy Cooper ABC Labs Recent Accounts ues ital Been amp Amold Adams Account Na
142. ed Cases New Self Servic Comment Cases Open Only for reports Cases Self Service Commented Contacts Email Opt Out Contacts Self Service Active Only for reports Leads Converted Only for reports Leads Email Opt Out Leads Unread Opportunities Closed Value True False True False True False True False True False True False True False True False True False True False True False True False True False 110 Joined Reports Description Activity is a task not an event Activity is an event Campaign is active and can be chosen from various campaign picklists for example in the campaign import wizards Campaign is inactive The case is closed that is the case Status field has a Closed value Case is still open Case has been automatically escalated via your organization s escalation rule Case has not been escalated Case has anew comment added by a Self Service user Case does not have a new Self Service comment The case is open that is the case Status has a value that is not equivalent to Closed Case has been closed Case has a comment added by a Self Service user Case does not have a Self Service comment The contact cannot be included in a mass email recipient list The contact may receive mass email The contact is enabled to log in to your Self Service portal The contact is not enabled for Sel
143. ed to a record s Chatter feed it s added to the Notes and Attachments related list as a feed attachment The file size limit for Chatter feed attachments is 2 GB USER PERMISSIONS e ifthe Don t allow HTML uploads as attachments or document records security setting is enabled for your organization you cannot upload files with To attach files to records the following file extensions htm html htt htx mhtm mhtml shtm e Edit on the object shtml acgi svg 100 Learn Salesforce Basics Considerations for Managing Files and Notes Attached to Records When working with attachments Google docs or notes created with the old note taking tool there DIONS are a number of things to keep in mind If Chatter is enabled for your organization files posted to a feed on a record are added to the Available in Salesforce record s Notes amp Attachments related list as feed attachments You can preview if available Classic download and delete feed attachments from the Notes amp Attachments related list but you A Notes and attachments are can t edit them available in Contact You can t edit a note or attachment unless you also have access to edit the record associated Manager Group with it Professional Enterprise Performance Unlimited To delete a note or attachment you must be the owner of the note or attachment or an and Developer Editions administrator with the Modify all Data permission Note own
144. ed to your business needs Note This release of Salesforce doesn t have all of the functionality of the full Salesforce site To see data or do actions that aren t supported in Salesforce1 use the full site instead Salesforce1 Mobile App Features What s Available in Each Version Salesforce is available as a downloadable app on iOS and Android devices as well as browser based app In most cases the downloadable and mobile browser apps include the same features But there are some differences between the experiences often related to differences in the mobile platforms on which Salesforce is supported Requirements for the Salesforce1 Mobile App Salesforce is available for most Salesforce editions and many user license types The app is supported on a variety of mobile platforms with some device operating system and mobile browser requirements An Internet connection is necessary to communicate with Salesforce Data That s Available in the Salesforce1 Mobile App on page 187 Salesforce1 uses your organization s Salesforce edition your user license type and your assigned user profile and permission sets to determine the data that s available to you In most cases you see the same objects record types fields and page layouts that you do when working in the full Salesforce site Not all Salesforce data or functionality is supported in Salesforce1 however Get the Salesforce1 Mobile App The way you access Salesforce1 depends on
145. eek after the current week and continues for n times seven days o n WEEKS AGO Starts at 12 00 00 AM on the first day of the week that started n weeks before the start of the current week and continues for seven days w LAST MONTH Starts at 12 00 00 AM on the first day of the month before the current month and continues for all the days of that month a THIS MONTH Starts at 12 00 00 AM on the first day of the current month and continues for all the days of that month NEXT n MONTHS Starts at 12 00 00 AM on the first day of the month after the current month and continues until the end of the nth month LAST n MONTHS Starts at 12 00 00 AM on the first day of the month that started n months before the current month and continues up to 11 59 PM on the last day of the month before the current month n MONTHS AGO Starts at 12 00 00 AM on the first day of the month that started n months before the start of the current month and continues for all the days of that month NEXT MONTH Starts at 12 00 00 AM on the first day of the month after the current month and continues for all the days of that month LAST 90 DAYS Starts at 12 00 00 AM 90 days before the current day and continues up to the current second The range includes today NEXT 90 DAYS Starts at 12 00 00 AM on the day after the current day and continues for 90 days The range does not include today LAST n DAYS St
146. elative date values provided to specify the range Important Creation and filtering of list views in Lightning Experience is currently available only in Trial orgs We provide this feature to selected customers through a pilot program that requires agreement to specific terms and conditions To be nominated to participate in the program contact Salesforce Because pilot programs are subject to change we can t guarantee acceptance This pilot feature isn t generally available as referenced in this document or in press releases or public statements We can t guarantee general availability within any particular time frame or at all Make your purchase decisions only on the basis of generally available features View and Share Records EDITIONS Available in Salesforce Classic Available in All Editions USER PERMISSIONS To delete public list views e Manage Public List Views EDITIONS Available in Both Salesforce Classic and Lightning Experience Available in all editions For example to create a custom view or report of accounts created the previous week enter Create Date equals LAST WEEK For relative date values with variables such as NEXT N DAYS substitute N with any number greater than zero Relative date values are not case sensitive You can use LAST WEEK or last week You can use multiple range values in a single field separated by commas Note For Enterprise Unlimited Perfor
147. elp Can see records in the Salesforce Classic Mobile app that can t access in Salesforce No User permissions sharing rules and field level security are inherited from Salesforce the mobile application enforces all the restrictions set up in Salesforce How frequently does the Salesforce Classic Mobile app update my data The Salesforce Classic Mobile app checks for data changes every 20 minutes During this incremental update the server retrieves any newly created Salesforce records that you own and then sends that data to your device It also sends modifications to any records already stored on the device Note Note the following about data synchronization e The Android and BlackBerry client apps adjust their data polling time based on app usage If the app isn t in use the polling time interval increases in an exponential fashion until it reaches eight hours From that point forward the device polls for data every eight hours This prevents the Salesforce Classic Mobile app from draining the device battery when the app is rarely used e Because only one app can run on the iPhone at a time the Salesforce Classic Mobile app can t request a data update unless the app is open When you launch the app on the iPhone it performs an incremental update unless a data synchronization has occurred in the past 20 minutes How do use the Salesforce Classic Mobile app to access records that aren t on my mobile device The Salesf
148. ely monitored and managed so faults are detected before system outages While there may occasionally be system outages due to issues beyond our control we employ numerous escalation procedures to notify the proper personnel in the event of a system outage and remedy issues as quickly as possible What Is Read Only Mode At Salesforce we recognize that you may want to access your data at a moment s notice even EDITIONS during our planned maintenance windows To minimize interruption to your business Salesforce gives users read only access during splits instance migrations instance switches and certain other Available in All Editions maintenance events What to Expect in Read Only Mode When Salesforce is in read only mode you can navigate within the application and view and report on your business data During read only mode you can t e Add edit or delete data e Perform any actions in Salesforce that modify your Salesforce data For example Post on Chatter Learn Salesforce Basics Security Basics Use LiveAgent Refresh dashboards Perform API write or edit actions Perform bulk API read actions Save new or edited reports Note You can still run existing reports Activity reminders don t occur and Recent Items lists don t update Login history is still recorded for compliance purposes but it isn t reflected in your organization until a few minutes after the organization exits read only mode W
149. ency field in the record you re creating or editing Q Tip 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 appears as 50 000 However these shortcuts do not work for filter criteria Dates and Times Many fields allow you to enter a date or a time in the format specified by your personal Locale setting When entering dates you can choose a date from the calendar or manually enter a date 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 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 O r e Years appear and are saved as four digits but you can enter the final two digits and Salesforce will determine the first two Entries 60 through 99 are assumed to be in the 20th century for example 1964 and entries 00 to 59 are assumed to be in the 21st century for example 2012 e If you enter numbers for month and day only example 01 15 Salesforce supplies the current year e If your locale and language are English you can enter words like Yesterday Today and Tomorrow or any day of the week and Salesforce fi
150. er External users must have the API Enabled profile permission turned on to use any of the Salesforce downloadable apps Chatter External users who have API access can t access Groups or People list views when using a downloadable app 186 Learn Salesforce Basics Wireless Connection Locale and Language Support for the Salesforcel App A Wi Fi or cellular network connection is needed to communicate with Salesforce For cellular connections a 3G network or faster is required For the best performance we recommend using Wi Fi or LTE If you re using one of the Salesforce1 downloadable apps you can view your most recently accessed records when your device is offline SEE ALSO Locale and Language Support for the Salesforce1 App Salesforce Mobile App Accessibility Considerations Data That s Available in the Salesforce Mobile App Locale and Language Support for the Salesforcel App Salesforce works with almost all Salesforce supported locales and the fully supported and end user languages The Salesforce Help includes a complete list of supported locales and languages Languages that are read right to left including Arabic and Hebrew aren t supported in this release Note The Salesforce1 downloadable apps use the language and locale settings from both your Salesforce user profile and the locale settings on your mobile device If your device uses different locale settings than are specified for your user profile you
151. erence Recommended Value Default Value browser cache check_doc_frequency 3 3 browser cache disk capacity 50 000 or more increase to use more hard disk space 50 000 browser cache disk enable True True browser cache disk_cache_ssl True False browser cache memory enable True True network http use cache True True Note You can set some of these preferences by clicking Tools gt Options in the Firefox browser Refer to Firefox Help for details Q 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 Refer to MozillaZine Knowledge Base and Firefox Support Home Page for more information on these and other preferences SEE ALSO Supported Browsers Understanding Your Access to UI Elements Records and Fields Your administrator can customize many different areas to secure your company s data Additionally EDITIONS users in Professional Enterprise Unlimited Performance and Developer Edition organizations can control the access that other users have to their data by sharing records individually with colleagues Available in Salesforce To determine whether you can access data review this table Classic Acti A Needed Available in All Editions chon ccess Neede except Database com To view a tab e You must have the Read
152. erence for the number of records displayed per page applies to all lists in all Salesforce apps not just the one currently displayed In addition if you change your preference to 200 a message warns you of possible performance degradation e Change the width of a column by dragging the right side of the column heading with your mouse Any changes you make to column widths are specific to that list only and are preserved when you next view the list If you add or remove columns from a list any column width customizations for that list are discarded automatically e Change the order in which a column is displayed by dragging the entire column heading with your mouse to the desired position If you have permission to edit the list definition your changes are automatically saved for all users who see the list If you do not have permission to edit the list definition your changes are discarded when you navigate away from the page e Change the number and order of columns displayed by clicking Edit next to the list drop down in the upper left corner e lf your administrator has enabled inline editing for your organization edit single records directly from the list by double clicking on individual field values If your administrator has granted you the Mass Edit from Lists permission you can also edit up to 200 records at a time e Onaccount contact and lead list views click the Open Calendar link at the bottom of the page to display a weekl
153. ers Performance Unlimited on Salesforce1 see Requirements for the Salesforce1 Mobile App on page 185 and Developer Editions Microsoft Internet Explorer version 11 Note these restrictions e The full Salesforce site is not supported in Internet Explorer on touch enabled devices for Windows Use the Salesforce1 mobile browser app instead e The HTML solution editor in Internet Explorer 11 is not supported in Salesforce Knowledge e The Compatibility View feature in Internet Explorer isn t supported e Changing the compatibility parsing mode of the browser for example by using the X UA Compatibility header isn t supported e Internet Explorer 11 isn t supported for the Developer Console For configuration recommendations see Configuring Internet Explorer on page 37 Mozilla Firefox most recent stable version Salesforce makes every effort to test and support the most recent version of Firefox For configuration recommendations see Configuring Firefox on page 38 Google Chrome most recent stable version Chrome applies updates automatically Salesforce makes every effort to test and support the most recent version There are no configuration recommendations for Chrome Chrome isn t supported for the Add Google Doc to Salesforce browser button Note The latest stable version of Google Chromium is supported Apple Safari version 8 x on Mac OS X There are no configuration recommendations for Safari Safar
154. ers to view only the records that meet your criteria You have different options depending on the field you want to filter and the operator you choose a From the New Filter drop down menu select the field to filter b Click Done c From the Filter by drop down menu select an operator For example choose equals starts with or excludes d In Value make a selection or enter a value e Click Done 78 Learn Salesforce Basics f To set another filter click Add Filter g Toremove a filter click jg near the filter name 3 To apply the edited filters and update the list click Save Everyone with access to the list sees the results of your saved changes View and Share Records Example You want to display a set of opportunities on a board rather than in a grid but the list view includes records with different record types The Opportunities board can only display list views with records of a single record type To make the view displayable on a board edit the filters on your list view On the Filters panel select Add Filter Choose Opportunity Record Type and the equals operator then input the value of the record type you want Your edited list view can now be displayed on the board Note The information you see in list views is only the data to which you have access either records you own or have read or read write access to records that have been shared with you or records owned by or shared with users in
155. ership is determined by the owner field Attachment ownership is determined by the created by field Google Docs available in all editions Record owners can delete attachments on records even if they did not add the attachment Portal users can download attachments but can t preview edit or delete them Notes and attachments marked as private via the Private checkbox are accessible only to the person who attached them and administrators For administrators to view private notes and attachments they need the View All Data permission to edit or delete them they need the Modify All Data permission If the Add Google Docs to Salesforce service is enabled in your organization the Notes amp Attachments related list is entitled Google Docs Notes amp Attachments The Attachments related list is entitled Google Docs amp Attachments To access a Google doc from a record detail page the doc must be shared with your Google Apps account The Notes and Attachments related list includes files from Salesforce CRM Content when they are posted to a Chatter feed on a record However the Notes and Attachments related list does not include Salesforce CRM Content files that only exist in Salesforce CRM Content If your organization has Salesforce CRM Content enabled you can add the Related Content related list to the detail pages for accounts contacts leads opportunities cases products or custom objects If you publish notes to ex
156. es secondary fields when setting which record fields display and in which order 121 Learn Salesforce Basics Which Fields are Searched in Lookup Dialog Search Search When you start typing in the lookup field you see a list of auto suggested results These instant results are matches for the search term to the name type field of the record However if you perform a full search the returned results match the search term to all searchable fields for the object This behavior is similar to global search results SEE ALSO How Do Refine Search Results in Lightning Experience What Are the Results See As Type in the Search Bar Why Can t See Any Results in the Picklist If an object hasn t been made searchable in your org or if you haven t previously viewed the record the drop down menu is empty Can Use a Partially Matching Search To find the correct record enter the full search term The lookup search does not use automatic partially matching searches with trailing wildcards This is to avoid returning unwanted results to you What Determines the Secondary Field Under the Record Name In lookups there s a secondary smaller field displayed under the primary record name in lookups For example the location San Francisco appears under the company Acme Inc to help you distinguish similar record names Your administrator customizes secondary fields when setting which record fields display and in which order
157. es and attachments 103 tags 174 Demos videos 205 Desktop clients checking for updates 16 tip sheet for administrators 202 Detail pages customizing 41 Developer Edition overview 5 discussion search 138 Displaying notes and attachments 101 Divisions changing selectable division 62 tip sheet for administrators 205 working division 62 Document fields searched 138 documentation 7 Documentation implementation guides 199 printable 199 tip sheets 199 user guides 199 Downloading Salesforce1 downloadable app 189 Duplicate Management implementation guide 204 Duplicate prevention duplicate rules 103 Duplicate rules 103 Dynamic dashboards ip sheet 200 Editing email settings 33 inline 93 list view charts 86 notes and attachments 101 personal information 19 31 Editions definition 4 Email editing user settings 33 settings 33 Email encoding settings editing 33 225 Index Email templates tip sheet 201 Enhanced lists nline editing 95 Enhanced Notes 96 99 Enterprise Edition overview 6 pgrade guide 204 Enterprise Territory Management tip sheet for administrators 200 202 Entitlement ds searched 139 Entitlement management implementation guide 203 Exchange Sync administrator setup 202 user setup 200 Expansion Pack overview 11 external data format requirements 202 external objects fields searched 140 r a FAQ back up data automatically 14 printing rec
158. ess to the records and data you need There are a few easy ways to find and view your records EDITIONS Available in Salesforce Classic Available in All Editions e From a tab such as Accounts or Contacts start from the default view and click Go or select a different view View All Contacts x Ge My Contacts New This Week Recently Viewed Contacts The resulting page you see is called a list view e Search for a record using keywords such as a name or address stored in the record Use the search bar in the banner d most pages e Onmany records below the main page sections look for related lists which identify records that are associated with the record you re currently viewing For example an account record probably has a related list of contacts at that account SEE ALSO Understanding Salesforce Pages Get to Know Your Salesforce Admin 67 a m New Contact Add to Campaign A B c D e F e Hli a k L m N olP a R s T ulv w x Y Z Other FAJ E Action Name t Account Name Title Position Phone Email Contact Owner E Edit Del Adams Arnold ABC Labs IT Manager IT 1 408 555 2122 arnold adams tra mwils E Edit Del Allen Jack Arbuckle Laborator Marketing 1 847 555 0557 ack allen training psmit E Edit Del Amos Jon Vandelay Industries Sales Manager Account Manager 1 713 555 2405 on amos training mwils E Edit Del Anderson Abby Arbuckle
159. esults page to quickly find records EDITIONS Top Results Most Relevant Results on One Page The Top Results search results page lists the most relevant record results for each of your most Available in Lightning frequently used objects Experience This is a good choice when you want to review results for a search term but you aren t looking Available in All Editions for a specific object type For example you search for Acme Inc and look at the Top Results except Personal Edition page for accounts leads and opportunities Each person s Top Results page is different based Contact Manager Edition on which objects they use the most There s a View More link in case you want to see more Corporate Social Network results for an object Edition Feeds for All Company Posts If enabled by your administrator the Feeds search results page lists posts from the All Company Feed that include matches on the search term entered Using Feeds is helpful when searching for a post that you want to review again For example you saw a post about a new training video but you don t remember who posted the information Your Most Frequently Used Objects Are Front and Center The search scope bar beneath the global search box lets you quickly click through filtered results by object Click the object name to see the results for that object Let s say that you search for a contact from the Accounts homepage and landed on the Account search results page You can click
160. et My Security Token Update Your Token in Salesforce Outlook Edition 1 In Outlook go to Tools gt Salesforce Options 2 In the password window enter your password and security token with the security token added to the end of your password For example passwordXXXXX 3 To test that you correctly entered your password and token click Verify 4 Click OK Update Your Token in Connect Offline Connect for Office and Data Loader When you log in add the security token value to the end of your password such as passwordXXXXX Note Ifyou get an invalid password error when you log in your IP address might have already been authenticated or added to the Trusted IP Range by your administrator In this case try logging in with your password only SEE ALSO Find Your Personal Settings in Salesforce Classic Can t find the Reset My Security Token option 220 Learn Salesforce Basics Grant Login Access To assist you your administrator or a customer support representative can log in to the application using your login By default your company s administrators can access your account without any action from you If your organization requires users to grant login access to administrators you can grant access for a specified duration You can also grant access to representatives of support organizations Watch a Demo O Letting Your Salesforce Administrator Access Your Account For security reasons the maximum period f
161. et as an external ID You don t need to enter leading zeros All custom fields of type text text area long text area rich text area email and phone SEE ALSO Sidebar Search Searchable Fields by Object in Salesforce Classic Searchable Fields Contract Line Item Searchable Fields Description Name SEE ALSO Sidebar Search Search Advanced Search Standard Lookup Global Search Search v v v v v v v Y v v v y v v v v Advanced Search Global Search y v Available in Salesforce F p Classic Searchable Fields by Object in Salesforce Classic 135 Available in Enterprise Performance Unlimited and Developer editions with the Service Cloud Learn Salesforce Basics Searchable Fields Custom Object Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab Users aren t required to add the tab for display Searchable Sidebar Advanced Standard Enhanced Global Fields Search Search Lookup Lookup Search and Search a Enhanced Fields Lookup Search All Fields Name L Y vA Y vA All custom Y Y vA auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom Y Y Y fields of type email and phone All custom Y va fields of type text text area long text area and rich text area SEE ALSO Searchable Fields by Object in Salesforce Classic 136 Search EDITIONS
162. everal results for the object selected in the search scope bar Change the object to see additional results Results are sorted by relevancy You can re sort results by field type From the search results page select Feeds in the search scope bar to see results from the All Company Feed 118 Full Site Lightning Experience Search box located in the header You see a list of your most recently used records across all objects The list of most recently used records is filtered by the characters you type As you type the list also starts showing matching records that you haven t accessed recently You see results for the object selected in the search scope bar Top Results lists the top results for most frequently used objects Change the object to see additional results Results are sorted by relevancy Not available You use global search on Feeds home to see results from the All Company feed If you didn t search from Feeds home switch to Feeds on the search scope bar Search Full Site Salesforce Classic Search box located in the header Not available You must start typing to see instant results The list of most recently used records is filtered by the characters you type You see the top five records for each of your most recently used objects Results are grouped by object and sorted by relevancy You can re sort results by column heading Filtering is also avail
163. ey appear in the My Tasks and Calendar sections In the My Tasks section you can e Click New to create a task Changing Your Home Tab Dashboard EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in All Editions except Database com e View a list of tasks assigned to you Up to fifteen tasks can be displayed to view all your tasks click View More identifies tasks that are part of a recurring series e Choose a time frame from the drop down list to change which tasks display e Assign unresolved emails to related records to view all your unassigned emails click My Unresolved Items e If your organization has enabled hover links for the My Tasks list hover your mouse over the subject of a task to see the details of the task in an overlay Alternatively click the subject of a task to open the detail page of that task e Click X to close a task In the Calendar section you can e Click New Event to create a new event e Click the Scheduled Meetings subtab to view a list of the events you have scheduled for the next seven days This tab displays a maximum of 50 events per day identifies events that are part of a recurring series amp identifies events with invitees Events owned by multiple people aren t available in Personal Edition If your organization ha
164. f Service The lead has been converted The lead has not been converted The lead cannot be included in a mass email recipient list The lead may receive mass email The lead has not yet been viewed or edited by the owner since it was assigned to that user The lead has been viewed or edited at least once by the owner since it was assigned The opportunity is closed that is the Stage field has a value of the type Closed Won or Closed Lost The opportunity is still open Learn Salesforce Basics Special Picklist Field Opportunities Primary Only for Partner Opportunities report Opportunities Private Opportunities Won Products Active Product Has Quantity Schedule Product Has Revenue Schedul Value True False True False True False True False True False Tru Solutions Visible in Self Service Portal Solutions Reviewed Solutions Out of Date Users Active Users Offline User Users Marketing User False True False True False True False True False True False True Joined Reports Description The partner for the opportunity has been marked as the primary partner The partner for the opportunity has not been marked as the primary partner The opportunity owner has checked the Private box onthe opportunity edit page The Private box on the opportunity is not checked The opportunity is closed and won that is the S
165. f each period Note Ifyou have the User Single Sign On permission only an administrator can reset your password For help contact your Salesforce administrator After you log in you can change your current password Change Your Password EDITIONS Available in both Salesforce Classic and Lightning Experience Available in all editions 1 From your personal settings enter Password inthe Quick Find box then select Change My Password 2 Enter the password information requested 3 Click Save If you lose your password click the forgot password link on the login page to reset your password via email SEE ALSO Reset Your Forgotten Password Reset Your Security Token Activate Your Computer Find Your Personal Settings Change Your Security Question If you forget your password and need to reset it you re sometimes required to verify your identity by answering a security question that you previously chose You can change the security question and answer on the Change My Password page in your personal settings Note If you don t see the Change My Password option contact your Salesforce admin for assistance 1 From your personal settings enter Password inthe Quick Find box then select Change My Password 2 Enter your current password 3 From the Security Question drop down menu select a question 4 Enter your answer to the question in the Answer field 5 Click Save SEE ALSO Find Your Pe
166. ference ANa Comment Like Today at 11 34 AM Topics In the topic editor start typing your text As you type you can pick a topic from the list of suggestions or keep typing to create your own unique topic To add more than one topic type a comma after each topic Commas and closing square brackets automatically end a topic Other punctuation symbols and separators are supported in topic names Records can have up to 100 topics 3 When you re done adding topics click Done or press Enter You can now use topics you add to records to filter your list views And if your administrator enabled Chatter topics added to records become links to topic detail pages where associated records appear on the Records tab for easy access Note that Chatter posts on a record aren t automatically added to a record s topics you must add the topics to the posts SEE ALSO Create Custom List Views in Salesforce Classic Remove Topics from Records 171 Learn Salesforce Basics Remove Topics from Records Remove a topic from a record if it no longer applies Removing topics doesn t delete them Before you remove a topic from a record consider whether someone else added it they may be using the topic to track the record 1 On the top of the record detail page click Topics 2 Click next to the topic you want removed from the record 3 Click Done or press ENTER Removing a topic from a record removes the
167. ffline e Tips amp Hints for Working with Territories Pipeline Management e Collaborative Forecasts Implementation Guide For administrators of Collaborative Forecasts e Using Customizable Forecasts For users of Customizable Forecasting For more information search for Customizable Forecasting Overview in the Salesforce online help e Tips amp Hints for Products amp Schedules Pardot and Salesforce Integration e Syncing Between Pardot and Salesforce Mobile e Using the Salesforcel App e Salesforce Classic Mobile User Guide for iPhone e Salesforce Classic Mobile User Guide for Android For Support Professionals These documents are for support professionals e Tips amp Hints for Support Reps e Getting Started with your SoftPhone e Using the Console Tab e Tips amp Hints for Solutions e Getting to Know Case Feed e Live Agent for Support Agents e Live Agent for Support Supervisors For Marketing Professionals The following documents apply to marketing professionals e Getting the Most from Your Leads 201 Learn Salesforce Basics Tip Sheets and Implementation Guides e Five Steps for Managing Campaigns e Tips for Using Content Deliveries e Using Data com Clean in Salesforce For Analytics Cloud Professionals The following documents apply to Analytics Cloud users Wave Analytics e Wave Analytics Setup Guide e Wave Analytics Security Implementation Guide e Wave Analytics Data Integ
168. for BlackBerry Overview O Important As of Summer 14 the Chatter Mobile for BlackBerry app is no longer supported DION You can continue to use the app but Salesforce no longer provides support in the form of bug fixes or enhancements for any issues you may encounter Talk to your Salesforce Available in Salesforce administrator about migrating to the Salesforce1 app the new Salesforce mobile experience Classic The Chatter Mobile for BlackBerry app lets you collaborate in Chatter from your mobile device as Available in follows e Group e Professional e Enterprise e Performance e Post photos from your device e Unlimited e Receive updates about the people and records you follow and your groups e View and create posts and comments e Find and follow people in your organization e Contact Manager e Developer e Find and join groups in your organization ania e Database com e View your coworkers profiles to see their contact information bio who they re following and who s following them e Email call or text people directly from their Chatter profiles Chatter Mobile for BlackBerry is free and available for BlackBerry devices with OS 5 or later Download the app from BlackBerry World Customers that manage BlackBerry devices with a BlackBerry Enterprise Server can use Application Push to remotely deliver the Chatter Mobile for BlackBerry app to users Navigate to downloads salesforce comand click BESpush under Chat
169. force Classic Add important information to your records using Notes our enhanced note taking tool in Salesforce so you can be more organized and increase productivity Create Notes and Add Them to Records in Salesforce Lightning Experience Notes lets you add important information to your records so you can stay organized Create Notes and Add Them to Records in Salesforce Classic Add important information to your records using Notes our enhanced note taking tool in Salesforce so you can be more organized and increase productivity Note These steps work in Salesforce Classic If you see a row of tabs across the top of your screen you re in Salesforce Classic If you see a navigation bar on the left you re in Lightning Experience 1 From a record s Notes related list click New Note Or to create a private stand only note that s not related to a record go to the Files tab and click any of the Notes filters to show the New Note option 2 Enter a title and body text 3 Save the note Notes taken with the enhanced version of Notes appear in the record s Notes related list while notes taken with the old note taking tool appear in the record s Notes amp Attachments related list SEE ALSO Guidelines for Using Notes in Salesforce1 What s the Difference Between Notes and the Old Note Taking Tool 97 EDITIONS Available in Salesforce Classic and Lightning Experience Available in e Contact Manager e Group e
170. g infrastructure and native support for building sophisticated REST based APIs enable you to create employee facing native mobile and social apps As a Salesforce user you re already using Database com when you re 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 There is no Database com specific documentation Instead you use the Salesforce documentation and a list of features that Database com supports This list identifies the Salesforce documentation subjects that apply to Database com Also every feature s Edition Table includes Database com if the feature is available in Database com Use the Salesforce online help release notes workbooks and developer guides for APIs Apex SOQL and SOSL Note Lightning Experience isn t available in the Database com Edition SEE ALSO Salesforce Edition Overview Database com Feature List The list of Salesforce features also available in Database com Use this list in combination with the EDITIONS feature Edition tables to find topics in the Salesforce help that also apply to Database com The Salesforce features listed here are those that are also available in Database com The features Available in Salesforce are organized by general product area Some featu
171. g to save the list view 76 Learn Salesforce Basics View and Share Records Filter by Division If your organization uses divisions to segment data and you have the Affected by Divisions permission select the division that records in the list view must match This option is disabled if you are not searching all records Select Current to show records in your current working division Filter by Additional Fields Optionally enter filter criteria to specify conditions that the selected items must match for example Lead Source equals Web You can also use special date values in your filter criteria Note When you select the Created Date field in a list view filter the value you specify can only be a date and not a time This restriction does not apply to other filters 4 Select Fields to Display The default fields are automatically selected You can choose up to 15 different fields to display in your view You can display only the fields that are available in your page layout When you select a long text area field up to 255 characters are displayed in the list view a To add or remove fields select a field name and click the Add or Remove arrow b Use the arrows to arrange the fields in the proper sequence 5 Restrict Visibility If you are an administrator or a user with the Manage Public List Views permission specify whether everyone or just you can see the custom view This option is not available in
172. generally available features Note These steps work in Lightning Experience If you see a navigation bar on the left side of your screen you re in Lightning Experience If you see a row of tabs across the top of the screen you re in Salesforce Classic 1 Select a list view 2 fol Click to access List View Controls 3 Select Delete 80 View and Share Records EDITIONS Available in Salesforce Classic Available in All Editions except Database com USER PERMISSIONS To print list views e Read on the records included in the list EDITIONS Available in all editions USER PERMISSIONS To delete public list views e Manage Public List Views EDITIONS Available in Trial orgs USER PERMISSIONS To delete public list views e Manage Public List Views Learn Salesforce Basics Delete a List View in Salesforce Classic You can delete a custom view when you no longer need it Note These steps work in Salesforce Classic If you see a row of tabs across the top of your screen you re in Salesforce Classic If you see a navigation bar on the left you re in Lightning Experience 1 Select a custom list view 2 Click Edit 3 Click Delete SEE ALSO Create Custom List Views in Salesforce Classic Relative Date Values for Filter Criteria When you create a list view that includes a filter for a range of dates such as Create Date or Last Update Date useoneor more of the r
173. ger flagged as a possible duplicate 4 The list of possible duplicates includes only records you have access to The fields shown in the list include only fields you have access to up to the first 7 fields that were compared and determined to match A maximum of 5 records are displayed in this list but if more than 5 duplicates were found click Show All gt gt to see full list of records up to 100 Records are listed in the order they were last modified Go directly to one of the records in the list by clicking on its link 5 The highlighted fields are the fields that were compared and determined to match What formats should use for dates times and names in Salesforce The format used for dates times and names of people in Salesforce is determined by your Locale setting To find out what date time format your Locale setting uses 1 From your personal settings enter Advanced User Details inthe Quick Find box then select Advanced User Details No results Enter Personal Information inthe Quick Find box then select Personal Information 104 Learn Salesforce Basics Records FAQ 2 View the date time format used in the read only Created By field This is the format you should use for entering dates and times in Salesforce fields SEE ALSO Find Your Personal Settings How do allow only certain users to share data If your Professional Enterprise Unlimited Performance or Developer Edition organization has a Private or
174. get updates about the dashboard posted to your Chatter feed Find and Organize Information Search When you search for your information in Salesforce the search engine efficiently finds and displays relevant results you have access to through a complex search process This is whether from the full Salesforce site a Salesforce1 mobile app or a custom search implementation built on the Salesforce platform Salesforce provides a search engine that effectively finds information such as accounts contacts files articles and products in your organization Each time you create a new record the search engine breaks up the searchable information into pieces it easily recognizes and stores them in an 113 Visualizing Data with Dashboards EDITIONS Available in both Salesforce Classic and Lightning Experience Available in e Group e Professional e Enterprise e Performance e Unlimited e Developer USER PERMISSIONS To view and refresh dashboards e Run Reports AND access to dashboard folder To create dashboards e Run Reports AND Manage Dashboards To edit and delete dashboards you created e Run Reports AND Manage Dashboards To edit and delete dashboards you didn t create e Run Reports Manage Dashboards AND View All Data Available in both Salesforce Classic and Lightning Experience Available in all editions Learn Salesforce Basics Search i
175. gs Find Your Personal Settings in Lightning Experience If you use Lightning Experience your personal settings are located either in Personal Setup or My Settings 1 At the top of any Salesforce page click your image 2 Click Settings 3 On the left side of the page click a menu item to display its sub menu then click the item you want Q Tip To quickly find a page type the first few characters of its name in the Quick Find box As you type pages that match your search terms appear in the menu For example to find the Personal Information page type pers in the Quick Find box Find Your Personal Settings in Salesforce Classic If you use Salesforce Classic your personal settings are located either in Personal Setup or My Settings 1 At the top of any Salesforce page click the down arrow next to your name Depending on your organization s user interface settings you should see either Setup or My Settings in the menu 2 From the menu under your name click Setup or My Settings 3 Do one of the following EDITIONS Available in Lightning Experience Available in All editions except Database com EDITIONS Available in Salesforce Classic Available in All editions except Database com e Ifyou clicked Setup look on the left side of the page and click a menu item to display its sub menu then click the item you want a Jan Jones v Help amp Training Home Chatter Files Leads Accoun
176. gures it out Weekday names such as Monday are always considered to be in the following week Phone Numbers 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 91 Learn Salesforce Basics ir a before the number For example 49 8178 94 07 0 Selecting Picklist Values Ifyou do not want the parentheses space hyphen formatting 800 555 1212 fora ten or eleven digit number enter e fyour ten and eleven digit phone numbers have Salesforce s automatic format you may need to enter the parentheses when specifying filter conditions For example Phone starts with 415 Selecting Picklist Values In 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 control
177. h Advanced Search Global Search All custom fields of type text Pi Y text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Discussion Discussions support only standard lookup searches EDITIONS Searchable Sidebar Search Advanced Standard Global Search Available in Salesforce Fields Search Lookup Search Classic Title Y Available in all editions SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Document To find a document use global search or the Find Document button on the Documents tab EDITIONS Neither sidebar search nor advanced search are designed to find documents Available in Salesforce Searchable Sidebar Advanced Standard Global Documents Classic Fields Search Search Lookup Search Tab Search Available in All editions except Database com Name vA Y v Body y v Keywords vA v v All standard y v text fields All custom y v auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros 138 Learn Salesforce Basics Searchable Fields Sidebar Search Advanced Search Standard Lookup Global Search Search All custom fields of type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Entitlement Searchable Fields Sidebar Search Advanced Search Na
178. hat occasionally arise with Workflow Avoid Unwanted Actions in Your Process 213 Video Demos For End Users For Administrators Learn Salesforce Basics Video Demos Video Title For End Users For Administrators This video shows you how to set options in the Process Builder so you can for example avoid sending a bunch of emails to the VP every time a high value opportunity is updated o How to Create a Custom Field in Salesforce Want to customize Salesforce so it captures all your business data This short video walks you through how to create a custom picklist field from choosing the correct field type to applying field level security o Custom Fields Picklists Picklists are a great way to save your users time and ensure that data is entered consistently without spelling errors or variations This video walks you through creating a picklist field as well as adding new values to the field and deleting old values We even cover how to add your values to the correct page layouts so your users see choices that are relevant to their work ua Accessing the Email Field from a Lookup Object Have you ever wanted to use a field from a lookup object on its child object For example accessing the email field on a lookup object in a workflow that is based on the child object This video walks you through just such a scenario wa Getting Started With Formulas This video gives a brief introduction to Salesforce formulas
179. he account itself those you share it with are automatically given Read access to the account If you do not have privileges to share the account you must ask the account owner to give others Read access to it e Contact Access is not available when the organization wide default for contacts is set to Controlled by Parent e For sharing rules that specify access for associated object records the given access level applies to that sharing rule only For example if an account sharing rule specifies Private as the access level for associated contacts a user may still have access to associated contacts via other means such as organization wide defaults the Modify All Data or View All Data permission or the Modify All or View All permission for contacts 6 When sharing a forecast select Submit Allowed to enable the user group or role to submit the forecast 7 Select the reason you re sharing the record so users and administrators can understand 8 Click Save SEE ALSO Editing or Deleting Record Access Understanding Your Access to Ul Elements Records and Fields Viewing Which Users Have Access to Your Records Record Access Levels 69 Learn Salesforce Basics Editing or Deleting Record Access Edit or remove access to a record Manual shares are deleted automatically if the record owner is changed or if they are no longer needed such as when the organization wide defaults or sharing rules gra
180. hen your organization is in read only mode desktop and mobile browser users see a banner at the top of their browser window A Call Contor Home Chatter Files Accounts Contacts Cases Solutions GOX Dashboards GoogleDocs AppDistributionConfigs When to Expect Read Only Mode The maintenance schedule posted on trust salesforce com indicates whether each upcoming maintenance window includes read only access Planned maintenance windows vary in length depending on the level of maintenance needed In addition when users are notified two weeks before a planned maintenance window the notification specifies whether the maintenance includes read only access Ifyou d like to see how your organization works in read only mode contact Salesforce to have the testing option enabled in your sandbox organization 15 Learn Salesforce Basics Updates Check for Desktop Client Updates Desktop clients such as Salesforce for Outlook and Connect Offline integrate Salesforce with your PC Your administrator controls which desktop clients you are allowed to install If you have access to see Home tab alerts and you ve logged in to a client in the past you ll see an alert banner on your Home tab when a new version of a client is available You can also see which clients are installed on your computer and check for updates on your own Just follow these steps 1 Fromyour personal settings enter Check for Updates inthe Quick Find box then selec
181. how you want to work using an app installed on your device or using a mobile browser It s possible that some of the Salesforce versions are disabled for your organization ask your Salesforce administrator about your options Why Can t Log in to the Salesforce1 Mobile App You re certain that you re using your correct Salesforce credentials but you can t log in to Salesforce1 There are several common reasons why you might be having trouble Find Help in the Salesforce1 Mobile App Salesforce includes a Help link that you can use to learn about the mobile app SEE ALSO Help Resources for the Salesforce Mobile App Help Resources for the Salesforce Mobile App These resources provide information about using the Salesforce1 mobile app setting up your EDITIONS organization to use the app and developing for the app Salesforcel available in All editions except Database com 179 Learn Salesforce Basics Help Resources for the Salesforce Mobile App Getting Started with Salesforce Guides Using the Salesforce1 App PDF Help Topics Introduction to the Salesforce1 Mobile App TML Salesforce1 Mobile App Features What s Available in Each Version TML Requirements for the Salesforce1 Mobile App HTML Data That s Available in the Salesforce1 Mobile App TML Get the Salesforce1 Mobile App HTML Salesforce1 Limits and Differences from the Full Salesforce Site HTML Help in the App For the Salesf
182. i isn t supported for e Salesforce CRM Call Center built with CTI Toolkit versions earlier than 4 0 e Salesforce Wave Analytics Wave Analytics Supported Browsers Browser support is available for Microsoft Internet Explorer version 11 and the most recent stable versions of Mozilla Firefox and Google Chrome 36 Learn Salesforce Basics Recommendations and Requirements for All Browsers Browsers e Forall browsers enable JavaScript cookies and TLS 1 2 If TLS 1 2 isn t available enable TLS 1 1 Browsers that don t support TLS 1 1 or TLS 1 2 won t be able to access Salesforce after we deactivate TLS 1 0 Deactivation is scheduled but not guaranteed for the first and second quarters of 2016 e The minimum screen resolution required to support all Salesforce features is 1024 x 768 Lower screen resolutions don t always properly display Salesforce features such as Report Builder and Page Layout Editor e For Mac OS users on Apple Safari or Google Chrome make sure that the system setting Show scroll bars is set to Always e 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 the Web browser s plug ins and extensions and try again Getting Plug ins for Viewing Documentation and Online Training Courses Download the plug ins you need to view Salesforce PDF documentation and online training courses e
183. ia Annual Revenue less than 100000 account records match if Experience their Annual Revenue is blank Available in all editions 108 Learn Salesforce Basics Joined Reports However records with blank field values are not considered matches in report filters custom list views and account assignment rules which assign accounts to territories e To limit results to records that are blank or contain null values for a particular field choose the field and the equals or not equal to operators leaving the third field blank For example Amount equals returns records with blank amount fields You can search for blank values or other specified values at the same time For example Amount equals 1 2 returns records where the Amount is blank or contains the value 1 or 2 Filtering on Special Picklist Values When creating filter criteria you can use special picklist values for your search criteria These are EDITIONS special picklists with values of either True or False For example to show all opportunities you have won enter Won equals True asyour search Available in Salesforce criteria To show all closed lost opportunities enter Closed equals Trueand Won equals Classic False The available fields vary Note Ifyou are creating filter criteria for a report or list view the lookup icon automatically according to which displays when you choose to filter on one of the special picklists Click the lookup icon
184. ick Undelete When you undelete a record Salesforce restores the record associations for the following types of relationships e Parent accounts as specified in the Parent Account field on an account e Parent cases as specified inthe Parent Case field ona case e Master solutions for translated solutions as specified inthe Master Solution field ona solution e Managers of contacts as specified inthe Reports To field on a contact e Products related to assets as specified in the Product field on an asset e Opportunities related to quotes as specified in the Opportunity field on a quote e All custom lookup relationships e Relationship group members on accounts and relationship groups with some exceptions e Tags e An article s categories publication state and assignments Note Salesforce only restores lookup relationships that have not been replaced For example if an asset is related to a different product prior to the original product record being undeleted that asset product relationship is not restored Purging the Recycle Bin To permanently remove your deleted items prior to the 15 day period administrators and users with the Modify All Data permission can click Empty your Recycle Bin or Empty your organization s Recycle Bin SEE ALSO Deleting Records Topics Topics on Records Overview Topics are words or phrases that you can associate with Salesforce records to organize them around EDITIONS co
185. ields Metric Searchable Fields Sidebar Search Description Name Y All custom v auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of type text text area long text area rich text area email and phone SEE ALSO Advanced Search Searchable Fields by Object in Salesforce Classic Searchable Fields Note Searchable Fields Sidebar Search Body Title Y SEE ALSO Advanced Search va Y Searchable Fields by Object in Salesforce Classic 145 Global Search Global Search Search EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in e Contact Manager e Group e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Searchable Fields Opportunity Searchable Fields Sidebar Search Standard Lookup Search Advanced Search Description Y Opportunity v A v Name Account Y Name All custom Y auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom Y fields of type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Enhanced Global Lookup Search and Seach
186. ifferent Salesforce app than the one you have open you need to open the other app Other apps include the Salesforce Marketing app the Call Center app and any custom apps for your organization Your organization may also use connected apps Connected apps include productivity apps such as Gmail and Microsoft Office 365 or other apps to help you get your work done If your administrator has added these apps to your organization they appear in the App Launcher IN THIS SECTION Open a Different Salesforce App in Salesforce Classic It s easy to navigate between Salesforce apps such as the Sales app and the Marketing app Open an App from the App Launcher in Salesforce Classic Navigate between your Salesforce apps and connected apps from a single menu Open a Different App in Lightning Experience Use Search or the App Launcher to navigate between all of your apps 23 Getting Around in Salesforce EDITIONS Available in Salesforce Classic The available tabs and options in the Create New drop down list vary according to which permissions you have and which Salesforce edition you are using Available in Lightning Experience and Salesforce Classic Available in All editions except Database com Learn Salesforce Basics Find Setup How you find Setup depends on which Salesforce experience you re using and on yo user interface settings Salesforce includes many options for setting up maintaining and customizing
187. in Salesforce Address vA vA Classic Company Available in e Group Company Local Y va vA e Professional eee e Enterprise sean al v v e Performance Email Y V z e Unlimited e Developer Fax Y va Y First Name Y va Y va First Name f Y vA Y Local Last Name Y va Y va Last Name VA Y va Y Local Middle Name W Y Y Mobile Y Y Y Phone Y Y v Suffix Y Y Y Title vA v All custom Y s vA auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros 143 Learn Salesforce Basics Search Searchable Fields Sidebar Search Advanced Search Standard Lookup Global Search Search All custom fields of type Y Y text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Live Chat Transcript Searchable Fields Sidebar Search Advanced Search Global Search EDITIONS Body A v Available in Salesforce Classic Supervisor Y Y Transcript Available in Body e Enterprise e Performance e Unlimited SEE ALSO e Developer Searchable Fields by Object in Salesforce Classic Searchable Fields Macro Searchable Fields Sidebar Search Advanced Search Global Search EDITIONS Description Y na Available in Salesforce Classic Name Y va Y Available in e Enterprise SEE ALSO e Performance Searchable Fields by Object in Salesforce Classic 144 e Unlimited e Developer Learn Salesforce Basics Searchable F
188. ing currency 91 dates 91 phone numbers 91 times 91 Video demos 205 Viewing notes and attachments 101 231 Index Views See Custom views 73 74 76 78 79 Visual Workflow guide 204 W Walkthrough 219 Wave Analytics Data Integration Guide 202 Security Implementation Guide 202 setup 202 Wave Analytics Data Integration Guide 202 Wave Analytics Extended Metadata XMD Reference 202 Wave Analytics Security Implementation Guide 202 Wave Analytics Setup Guide 202 Web Content Accessibility Guidelines WCAG 43 45 Winter 16 1 Work com implementation guide 203 Workflow examples guide 204 filtering on dates 81 tip sheet for administrators 204 X XMD 202 XMD Guide 202 232
189. ing yourself up as a user You ll also find information about common tasks you ll perform in Salesforce like using basic Chatter features running reports or searching Salesforce for the information or records you need Available in Salesforce Classic Available in all editions To learn how to log in and personalize Salesforce see Getting Started as a New User Get to Know Salesforce Products What s New in Salesforce Current Release Learn about the newest features for sales support marketing and Chatter users as well as enhancements to the platform You can also visit the Winter 16 community page Our release notes include complete details about new features as well as implementation tips and best practices e Winter 16 Release Notes e Salesforce for Outlook Release Notes e Force com Connect for Office Release Notes e Force com Connect Offline Release Notes Past Releases Our archive of release notes includes details about features we introduced in previous releases e Summer 15 Release Notes e Spring 15 Release Notes e Winter 15 Release Notes e Summer 14 Release Notes e Spring 14 Release Notes e Winter 14 Release Notes e Summer 13 Release Notes e Spring 13 Release Notes e Winter 13 Release Notes e Summer 12 Release Notes Learn Salesforce Basics e Spring 12 Release Notes e Winter 12 Release Notes e Summer 11 Release Notes e Spring 11 Release Notes e Winte
190. inistrators how to set up and maintain Data com Clean It covers the clean features available with the Data com Corporate and Premium products plus the additional features available with the Data com Clean product a Select a Data com Match for your Salesforce Account Record O Using the Data com Industry Selector Learn how to use the Data com Industry Selector to navigate easily through extensive industry lists and add industry criteria to your search for accounts or contacts O 7 Managing Duplicate Records in Salesforce with Duplicate Rules 3 12 Learn how to create a duplicate rule so you can control whether and when users are allowed to save records that are identified as duplicates Ne Identifying Duplicate Records with Matching Rules 3 12 Learn how to create a matching rule so you can control how duplicate records are identified Ne Understanding Matching Rules 4 32 Learn how matching rules work to identify duplicate records Force com Video Title For End Users For Administrators Vv ue How to Change the Look and Feel of Salesforce for Your Company Quick demo of how to customize the way Salesforce looks for your organization Search in Salesforce Classic 212 Learn Salesforce Basics Video Title Salesforce helps you keep track of organize and store so much information how do you search through it all This video walks you through searching in Salesforce and within Chatter so you can locate files posts
191. ion and Preferences Activate Your Computer Verify your identity and help prevent unauthorized access by activating your computer with Salesforce o Watch a Demo 1 29 minutes Sometimes you re prompted to enter a code when you log in to Salesforce to verify your identity When you verify your identity you also activate your computer Computer activation allows Salesforce to associate your identity with your computer s network IP address The activation helps prevent unauthorized access to the service whenever your password is changed or reset or when you use your computer to log in from an unauthenticated network IP address Define Personal Information and Preferences Available in Both Salesforce Classic and Lightning Experience Password policies available in All Editions 1 When instructed to verify your identity follow the on screen prompts to retrieve a verification code Salesforce automatically selects the highest priority verification method available to you in the following order of priority One Time Password Generator App If you connected an authenticator app such as Salesforce Authenticator or Google Authenticator to your account use the app on your mobile device to generate the verification code This type of code is sometimes called a time based one time password The code value changes periodically Use the current value Note Some accounts require two factor authentication to log in Your ad
192. ions 5 When prompted to allow an HTTP connection select the tp mobile salesforce com checkbox Scroll down and select Allow this connection 6 Select the Salesforce Classic Mobile icon which resides on the home page of your device or in the Applications folder On newer phones the icon may be in the Downloads folder 7 Read the license agreement and select I Accept 8 Enter your Salesforce username and password Because many passwords contain special characters that are difficult to enter on the device the Show Password checkbox is selected by default To protect your password you can deselect the option 9 Select Activate 196 Learn Salesforce Basics Get Started With Salesforce Classic After your username and password are confirmed by Salesforce the data downloads The initial data download may last a few minutes Future updates to the data automatically occur behind the scenes SEE ALSO Salesforce Mobile Products Overview Salesforce Classic Mobile Overview Mobile FAQ Using Salesforce Classic Mobile FAQ Do need a license to use Salesforce Classic Mobile e Is my phone compatible with the Salesforce Classic Mobile app e What Salesforce data is stored on my device when use the Salesforce Classic Mobile app e How do use the Salesforce Classic Mobile app to access records that aren t on my mobile device e How frequently does the Salesforce Classic Mobile app update my data e Can I
193. ions Receive in app notifications y y Receive push notifications y Configure the push notifications that are sent y Offline View cached data when working offline y Access Access communities created using the Salesforce Tabs Visualforce template Vv Vv Switch between multiple Salesforce accounts or communities without leaving y the app Open most Salesforce URLs directly in Salesforce1 y iOS only Configure connections to multiple instances from the login page y Control app access with a security PIN y Customizations and User App Settings View Visualforce pages y y Access Lightning pages and custom and third party apps v y See a customized selection and arrangement of actions in the action bar and v y list item actions 184 Learn Salesforce Basics See custom branding SEE ALSO Feature Help Resources for the Salesforce1 Mobile App Requirements for the Salesforce Mobile App iOS and Android Mobile Browser App Downloadable Apps v7 x vy vy Requirements for the Salesforce Mobile App Salesforce1 is available for most Salesforce editions and many user license types The app is supported on a variety of mobile platforms with some device operating system and mobile browser requirements An Internet connection is necessary to communicate with Salesforce Supported Devices and Browsers Salesforce1 is supported in portrait orientation in these environments Salesforcel App Downloadable app for iOS v7 3 or later
194. is Page or use your browser s print function to send the page to a printer Note On the Console tab you can click the print icon amp to open a record s printable view Monitor and Analyze Your Data Run a Report To run a report find it on the Reports tab and click the report name Most reports run automatically when you click the name If you re already viewing a report click Run Report to run it immediately or schedule a future run In Lightning Experience the Run Report button only appears after you save a report If you don t see any results check the report for one of these conditions e The report didn t return any data Check your filter criteria to make sure some data is returned e Due to field level security you don t have access to one of the groupings you selected e Your custom summary formula s context didn t match the chart settings For example if the formula is calculated for Industry but the chart doesn t include Industry no results are returned e Your values are out of the range of acceptable values The maximum value allowed is 999999999999999 The minimum value allowed is 99999999999999 If your report returns more than 2 000 records only the first 2 000 records are displayed To see a complete view of your report results click Export Details If your report takes longer than 10 minutes to complete Salesforce cancels the report Try the following techniques to reduce the amount of data in yo
195. is video demonstrates how to let your Salesforce Admin or Salesforce Support access your account for a specified amount of time without distributing sensitive information like your password 217 Learn Salesforce Basics Video Demos Data Import Video Title For End Users For Administrators Ne Cleaning Up Your Import File Learn how to clean up your import files and get Salesforce ready as well as best practices for keeping data clean once it s been imported o a Cleaning and Preparing Your Data Using Excel Excel offers many features and functions to make quick work of getting your data files ready for import We ll show you some practical ways to use these features with your import data a Choosing the Right Tool Learn Data Loader in depth so you can decide whether it s right for your needs We compare it to the Import Wizards and also list some other tools you might consider o j Owner IDs and Parent IDs Learn step by step which objects should be imported and when We ll cover how to make sure each child object such as opportunities has the correct owner and parent record and we ll show you a demo in the user interface of how to do this using the Data Loader tool o Best Practices for Importing Data Learn the top pain points experienced by our customers so you can avoid them entirely This video could save you hours of frustration We detail how to delete a bad import how to back up data before import and more o Imp
196. ists might look like this Salesforce delivers the application with some standard related lists but administrators can also customize some related list items e Ifyou read or hear about a feature that you don t see in your own interface don t worry Your administrator can customize it to meet your organization s needs If your administrator hasn t enabled help for the customization contact them e Our help and training materials might mention a feature that your company hasn t enabled or that your permissions profile doesn t allow you to see If you believe this feature should be in your interface or might help you in your job contact the Salesforce administrator at your company Not sure who that is Reach out to the person at your company who introduced you to Salesforce e Save your work It s easy to spend a lot of time updating the fields in a record and then to navigate away from that screen without saving Make a habit of seeking out the save button before clicking away through another page element SEE ALSO Why Can t See Some Features Get to Know Your Salesforce Admin 28 Learn Salesforce Basics Why Can t See Some Features Because Salesforce is highly customizable you might not have access to all of Why Can See Some Features the product features EDITIONS You might learn about new Salesforce features in our help documentation and training videos However sometimes you ll find you can t acce
197. ite something Followers Sort by Most Recent Activity Y Holly Sparks Messages and Alerts Hot account Comment Like Today at 2 54 PM Y Recycle Bin Back to List Accounts Contacts 3 Open Activities j0 Activity History 0 Opportunities j0 Cases 0 Partners 0 Notes amp Attachments 0 Account Detail Edit Delete Sharing GetContacts Clean more than 100 000 clients for generating sales leads maintaining customer information and tracking customer interactions The company s applications can be accessed from PCs and mobile devices salesforce com s customers come from a variety of industries including financial services telecormmunications manufacturing and entertainment v Address Information Billing Address 1 Market Ste 300 Shipping Address San Francisco CA 94105 5188 United States Y System Information Created By Holly Sparks 11 17 2012 2 50 PM Last Modified By Holly Sparks 11 17 2012 2 50 PM Edit Delete Sharing Get Contacts Clean Ts Contacts Hew Contact Merge Contacts Contacts Help Action Contact Name Title Email Phone Edit Del Sean Alpert Director Product Marketing salpent salesforce com 1 415 836 8353 Edit Del David Austin Director Online Marketing Rypple daustin salesforce com 1 415 371 7463 Edit Del Mike Booth Technical Product Marketing Manager mbooth salesforce com 1 415 836 2410 Open Activities Hew Task New Event Open Activities Help 2 No r
198. ize List Views To create edit or delete public list views e Manage Public List Views These options vary depending on the kind of record In general select A11 or My to specify the set of records to search There may be additional options e Lead and case list views can be restricted by queue e Price book list views can be restricted by price book e Activity list views have several options e Ifyour organization has territory management account and opportunity list views can be restricted by My Territories orMy Territory Teams My Territories means records associated with territories to which you belong My Territory Teams means records associated with either territories to which you belong or territories below you in the territory hierarchy e If your organization has case teams case list views can be restricted by My Case Teams e If your organization has account teams account list views can be restricted by My Account Teams e If your organization has opportunity teams opportunity list views can be restricted by My Opportunity Teams Filter by Campaign This option is available on these list views e Contacts home e Leads home e Mass email contacts e Mass email leads e Mass add campaign members wizard e Mass update campaign members wizard If you are editing a list view that is filtered by campaign and do not have at least read access to the campaign you will receive an error when attemptin
199. joined reports you create different types of information in a single report Our example creates open and closed opportunities and active support cases O E An Overview of Dashboards This demo covers some key dashboard features such as changing the visual display changing drill down options and creating dynamic dashboards so sales managers and team members can use one dashboard to track their team s or individual performance o Tips for Scheduling Reports Learn how to schedule reports with an active running user send them during off peak hours without impacting performance and email them to the right users o Making Your Reports Run Faster Get tips to make your reports run faster Learn how to remove unnecessary columns set the scope for relevant data and use efficient filters with operators oO Report Notifications Learn how to subscribe to reports to receive report notifications periodically when the metrics you care about most meet certain conditions You can receive your alerts via Salesforce1 notifications Chatter or email Data com Video Title For End Users For Administrators V wa Finding Data com Accounts and Contacts and Adding Them to Salesforce 211 Learn Salesforce Basics Video Demos Video Title For End Users For Administrators Learn how to find Data com accounts and contacts and add them to Salesforce Check out the Account Card Vv O How Do Set Up Data com Clean This video shows Salesforce adm
200. k with your administrator to make sure you have access to the records and data you need There are a few easy ways to find and view your records e From a tab such as Accounts or Contacts start from the default view and click Go or select a different view View All Contacts BIC All Contacts My Contacts New This Week Recently Viewed Contacts The resulting page you see is called a list view New Contact Add to Campaign A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Other FAW Action Name t Account Name Title Position Phone Email Contact Owner E Edit Del Adams Arnold ABC Labs IT Manager IT 1 408 555 2122 arnold adams tra mwils e E Edit Del Allen Jack Arbuckle Laborator Marketing 1 847 555 0557 ack allen training psmit E Edit Del Amos Jon Vandelay Industries Sales Manager Account Manager 1 713 555 2405 on amos training mwils E Edit Del Anderson Abby Arbuckle Laborator IT 1 847 555 0590 abby anderson tr psmit E Edit Del Buchner Francis ABC Labs Account Manager Account Manager 1 408 555 2124 francis buchner tr mwils m 1 250f80 7 0 Selected 7 lt Next gt b gt Chat 7 e Search for a record using keywords such as a name or address stored in the record Use the search bar in the banner displayed on most pages e Onmany records below the main page sections look for related lists which identify re
201. king for records within searchable objects Available in both Salesforce The suggested records displayed are those that you recently viewed or that include the search term a and Lightning l i xperience you entered If you don t see the record you re looking for in the instant results perform a full search p for more results Available in all editions Stopwords such as how and to are included in the instant results for these objects e Account e Campaign e Case e Contact e Contract e Custom objects e Endorsement e Fund e Goal e Lead e Opportunity e Order e Reward e Skill e Topic e User Limitations for Search in Salesforce Classic When using global search sidebar search advanced search structured queries list views and filters DIONS certain restrictions apply Available in Salesforce Classic Available in all editions 166 Learn Salesforce Basics Chatter and Global Search Limitations for Search in Salesforce Classic When Chatter is enabled global search and feed search are enabled but sidebar search and advanced search are disabled Your organization s administrator must have Chatter enabled to use global search Search options aren t available to Chatter Free users Chatter feed searches aren t affected by your search scope Chatter feed search results include matches for posts across all objects Sidebar and Advanced Search The table outlines the main differences between the sidebar and
202. l Data Why is the record I m trying to save being flagged as a duplicate What can do Your organization uses duplicate rules which prevent users from creating duplicate records Read the message to decide how to proceed Here s what you ll see if the record you re trying to save is flagged as a possible duplicate 103 EDITIONS Available in both Salesforce Classic and Lightning Experience Available in e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Records FAQ Lead Owner Lead Edit Help for this Page marc benioff 8 Possible Duplicate Records Found You re creating a duplicate record We recommend you use an existing record instead 2 a Leads Name Street Phone Zip Postal Code Email Company City Title Lead Owner Last Modified Date marc benioff 1 market street 800 555 5555 mbenioff salesforce com saleforce com Inc San Francisco Madison Rigsby 10 3 2014 2 47 PM m benioff 1 market street 800 555 1234 mbenioff salesforce com saleforce com Inc San Francisco Madison Rigsby 10 3 2014 2 48 PM marc benioff 1marketstreet 800 555 5555 marc benioff salesforce com saleforce com inc San Francisco Madison Rigsby 10 3 2014 2 51 PM marc benioff 1 market street 800 555 5555 marc benioff salesforce com saleforce com inc San Francisco Madison Rigsby 10 10 2014 3 37 PM marc benioff 100 market street 800 555 5555 m benioff salesforce com saleforce com Inc
203. l Media 9 3 2015 USD 9 000 00 A Items in the Assistant appear in the following order Note If you don t have access to activities on opportunities or if the opportunity pipeline is off you instead see items for opportunities that have close dates over the next 90 days Tasks that are overdue Tasks due today Leads assigned to you today Opportunities with overdue tasks Opportunities with no activity in 30 days Opportunities with no open activity SEE ALSO Performance Chart 66 The Assistant Learn Salesforce Basics Manage Relationships and Data with Records Manage Relationships and Data with Records View and Share Records Finding and Viewing Records and Data Use tabs search or lists to look at your data Much of your Salesforce data is stored in individual records and organized within objects For example the Account object presents all of your account records If the Acme company is one of your accounts you ll have an account record for Acme When you re working with records it s important to remember that the types of records you can create view edit and delete are determined by administrator settings such as a user profile or permission set Your access to individual records may be determined by other configurations such as sharing settings And your access to fields on types of records may be controlled by field level security Work with your administrator to make sure you have acc
204. l generally available features including those that are not available in all editions To find out whether a feature is available in your edition search for the feature in the help then check out the Available in table at the top of any topic you find for that feature SEE ALSO Salesforce Mobile Products Overview Contact Manager Edition Salesforce Contact 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 amp Editions page Note Lightning Experience isn t available in the Contact Manager Edition SEE ALSO Salesforce Edition Overview Group Edition Salesforce 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 read only and reports For more information about Group Edition features visit the Salesforce Pricing amp Editions page SEE ALSO Salesforce Edition Overview Developer Edition Developer Edition provides access to the Force com pla
205. l orgs We provide this feature to selected customers through a pilot program that Experience requires agreement to specific terms and conditions To be nominated to participate in the program contact Salesforce Because pilot programs are subject to change we can t guarantee acceptance This pilot feature isn t generally available as referenced in this document or in press releases or public statements We can t guarantee general availability within any particular USER PERMISSIONS time frame or at all Make your purchase decisions only on the basis of generally available Available in Trial orgs features To edit list views a3 l PEON e Read on the type of Note These steps work in Lightning Experience If you see a navigation bar on the left side record included in the list of your screen you re in Lightning Experience If you see a row of tabs across the top of the AND Create and screen you re in Salesforce Classic Customize List Views Actions you can take for list views are available in the List View Controls menu accessed by clicking To edit create edit or delete public list views mv next to the list view name e Read on the type of record included in the list You can also access the Filters panel by clicking Y AND Create and 1 eas PIE i Customize List Views From List View Controls select Edit List Filters Alternatively click Y The Filters panel appears 2 Add remove or edit filt
206. lds Required fields are identified with a red bar 1 USER PERMISSIONS Q Tip Most objects have field definitions in the Salesforce help Just search the help for To creole oe the object name fields For example if you re creating or editing an account record Create on the object for ine the kind of record you re and want to know more about your options in the Industry drop down list look up creating Account Fields in the help 5 When you finish entering values for your new record click Save or click Save amp New to save the current record and create another If you navigate away from the page before clicking Save you may lose your changes SEE ALSO Creating Records in Feeds Creating Records with Quick Create Create Records Creating Records in Feeds Depending on how your administrator has set up Salesforce you may be able to create records in the feed on the home page the Chatter tab and record detail pages Publishers on different feeds may have different actions available check with your administrator for information on what you can do in each feed Before you create a record make sure you re aware of any guidelines for the kind of record you re creating 1 3 In the feed in which you want to create a record click the quick action that corresponds to the kind of record you want to create Enter values in the fields Required fields are identified with a red bar 1 Most objects have field definiti
207. le Fields Community Searchable Sidebar Search Advanced Standard Global Search EDITIONS Fields Search Lookup Search Available in Salesforce Community A Classic Name Available in all editions SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Contact Searchable Sidebar Advanced Standard Enhanced Global EDITIONS Fields Search Search Lookup Lookup Search and Search Seath Nare Enhanced Available in Salesforce Fields lookup Classic Search All The available fields vary Fields according to which Salesforce edition you have Assistant W Y va Asst Y V v Phone Department Y v Description vA v Email Y A v Fax va Y a First Y vA v v v Name First s Y Y a Y Name Local Home L Y Y Phone Last Name Y Y oY Y Y Last Name v Y L vA v Local Mailing Y A Address Middle Y Y v v Name 132 Learn Salesforce Basics Search Searchable Fields Sidebar Search Advanced Search Standard Lookup EnhancedLookup Global Search Search Search Name and Fields Enhanced Lookup Search All Fields Middle Name L Local lt aN v Mobile v Other Address Other Phone wa Phone L Suffix S Title LENIN EN ENN LENIN EN EN INN All custom L auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of S S type text text area long text area rich text area email and phone SEE ALSO Sear
208. le Play your Android device must be connected to the network You also need a Google account to download applications If you don t already have a Google account go to https accounts google comand select Sign up to set one up To install Salesforce Classic Mobile from Google Play 1 From the Apps screen of your Android device select the Google Play Store Select the Search field and type salesforce Select Salesforce Classic Mobile from the search results Select Download Tap Accept and Download if you agree to the terms Select Open to launch the application Be ON e w N and downloading data Verify that your phone is connected to a network a Select I Accept b On the activation screen enter your Salesforce username and password c Select Activate Get Started With Salesforce Classic EDITIONS Available in both Salesforce Classic and Lightning Experience Free version available in All editions except Database com Full version available in Performance Unlimited and Developer Editions and for an extra cost in Professional and Enterprise Editions The first time you launch the Salesforce Classic Mobile app on your device you must activate the app for your device by logging in Depending on your organization s setup you might need to set up a passcode before accessing the app BlackBerry Installation Salesforce Classic Mobile is available for download from BlackBerry World You need a BlackBe
209. le in e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Quarterly Performance Jul cLOseD USD 365 500 OPEN gt 70 USD 182 500 Aug m Closed m Goal Goal USD 500 000 4 Sep Closed Open gt 70 As of Today 4 55 41 PM The Assistant Hover over the chart to see the closed and committed opportunity amounts for different dates If you hover over a date when an opportunity was closed or set to a probability over 70 a blue dot appears and a window displays more opportunity details SEE ALSO The Assistant The Assistant Use the Assistant on the Home page in Lightning Experience to view your most important tasks and updates over the course of your day Click different tasks leads or opportunities to go to the record s detail page You can also click the box within task items to close them 65 EDITIONS Available in Lightning Experience Available in Professional Enterprise Performance Unlimited Developer Learn Salesforce Basics Assistant Overdue Task from Yesterday Meet to Discuss Oppty 8 25 2015 v Open Task Due Today Schedule Demo for Client 8 26 2015 New Lead Assigned to You Today Dan Perkins Account Executive Acme EJ This Opportunity Has Overdue Tasks Acme 200 Routers Acme 8 28 2015 USD 10 000 00 A Ey This Opportunity Has No Open Activities AW Computing 300 Widgets Globa
210. le in AIl editions except Database com Home Chatter Profile Groups Files Leads Contacts wy Home View All Accounts v Gol Working with Related Items Directly from the Record You re Viewing On Salesforce records links and details for associated records are grouped within related lists Some EDITIONS related lists let you perform common tasks for the related object like creating new records or attaching files Available in Salesforce For example the Lead record offers a number of related lists including Open Activities which lists Classic open activities and key activity fields On this related list you can create a new task a new activity or anew meeting request When a task related to the lead is closed a link to that task appears in the Lead record s Activity History related list which displays the same key fields as Open Activities and offers other common tasks Available in All editions The related lists you can view and use are determined by e Your user permissions 59 Learn Salesforce Basics Opening Items You ve Recently Viewed e User interface and page layout customizations made by your Salesforce administrator e Personal customizations you can make It s easy to arrange and access related lists Here s how Accounts Contacts Opportunities Reports Dashboards Products Denise Arlen 3 custome Pope fPrtatie View Me tor hes Page poini J Show Feed Back to List Leads Aporovel
211. led for your organization Includes portal roles and users Territories For organizations that use territory management all territories defined for your organization including all users in each territory Territories and Subordinates For organizations that use territory management all users in the territory plus the users below that territory Note In organizations with more than 2 000 users roles and groups if your query doesn t match any items in a particular category that category won t show up in the Search drop down menu For example if none of your group names contain the string CEO after searching for CEO you ll notice the Groups option no longer appears in the drop down If you enter a new search term all of the categories will still be searched even if they don t appear in the list You can repopulate the drop down by clearing your search terms and pressing Find 4 Choose the specific groups users roles or territories who should have access by adding their names to the Share With list Use the Add and Remove arrows to move the items from the Available list to the Share With list 5 Choose the access level for the record you are sharing and any associated records that you own Note e If you re sharing an opportunity or case those you share it with must also have at least Read access to the associated account unless you are sharing a case via a case team If you also have privileges to share t
212. ling 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 Edit Records Editing Records 1 Make sure you re aware of any guidelines for the kind of record you re editing The Salesforce help will tell you 2 Find and open the record you want to edit 3 Click Edit 4 Enter or edit values in the fields Q Tip Most objects have field definitions in the Salesforce help Just search the help for the object name fields For example if you re creating or editing an account record and want to know more about your options in the Industry drop down list look up Account Fields in the help 5 When you finish entering or editing values click Save SEE ALSO Create Records Guidelines for Entering Currency Dates Times and Phone Numbers Guidelines for Editing Records with the Inline Editor Editing Records Directly From Enhanced Lists Create Notes and Add Them to Records Attach Files to Records Checking Your Spelling 92 EDITIONS Available in Salesforce Classic Available in all editions USER PERMISSIONS To edit records e Edit on the object for the kind of record you re editing Learn Salesforce Basics Changing a Record s Reco
213. lorer on touch enabled devices for Windows Use the Salesforce mobile browser app instead e The HTML solution editor in Internet Explorer 11 is not supported in Salesforce Knowledge e The Compatibility View feature in Internet Explorer isn t supported e Changing the compatibility parsing mode of the browser for example by using the X UA Compatibility header isn t supported e The Metro version of Internet Explorer 10 isn t supported e Internet Explorer 11 isn t supported for the Developer Console 34 Learn Salesforce Basics Browsers e Internet Explorer 11 isn t supported for Salesforce CRM Call Center built with CTI Toolkit version 4 0 or higher e Community Templates for Self Service supports Internet Explorer 9 and above for desktop users and Internet Explorer 11 and above for mobile users e Internet Explorer 9 isn t supported for Salesforce Wave Analytics e Internet Explorer 9 and 10 aren t supported for the Lightning App Builder For configuration recommendations see Configuring Internet Explorer on page 37 Mozilla Firefox most recent stable version Salesforce makes every effort to test and support the most recent version of Firefox e Mozilla Firefox is supported for desktop users only for Community Templates for Self Service For configuration recommendations see Configuring Firefox on page 38 Google Chrome most recent stable version Chrome applies updates automatically Salesforce makes every effort
214. m is free to all members of the Salesforce community Learn Salesforce Basics Terms Term App Edition Object Organization Record Release Salesforce Salesforce Editions Definition Short for application A collection of components such as tabs reports dashboards and Visualforce pages that address specific business needs Salesforce provides standard apps which you can customize such as Sales and Call Center You can customize the standard apps to match the way you work One of several bundles of Salesforce products and services each geared toward a different set of business needs All Salesforce editions share the same look and feel but they vary by feature functionality and pricing A definition of a specific type of information you can store in Salesforce For example the Case object lets you store information about customer inquiries For each object your organization will have multiple specific records Salesforce comes with lots of standard objects but you can create custom objects as well A deployment of Salesforce that has a defined set of licensed users Your organization includes all of your data and applications A collection of fields that store information about a specific item of a specific type represented by an object such as a contact an account or an opportunity For example you might have a contact record to store information about Joe Smith and a case record store informa
215. mance Professional and Developer Editions the week is defined by the Locale drop down list on your personal information page For Contact Manager Group and Personal Editions the week is defined by the Locale setting in the company profile For example when the locale is US English a week runs Sunday to Saturday whereas with UK English a week spans Monday to Sunday Note In the table the relative date values marked with an asterisk aren t available in Lightning Experience Relative Date Value Range YESTERDAY Starts at 12 00 00 AM on the day before the current day and continues for 24 hours TODAY Starts at 12 00 00 AM on the current day and continues for 24 hours TOMORROW Starts at 12 00 00 AM on the day after the current day and continues for 24 hours LAST WEEK Starts at 12 00 00 AM on the first day of the week before the current week and continues for seven days 8 Learn Salesforce Basics View and Share Records Relative Date Value Range THIS WEEK Starts at 12 00 00 AM on the first day of the current week and continues for seven days NEXT WEEK Starts at 12 00 00 AM on the first day of the week after the current week and continues for seven days LAST n WEEKS Starts at 12 00 00 AM on the first day of the week that started n weeks before the current week and continues up to 11 59 PM on the last day of the week before the current week NEXT n WEEKS Starts at 12 00 00 AM on the first day of the w
216. match the ones entered For example if you enter Interests exclude wine golf your report lists records that contain any other values from that picklist including values that are blank Results do not include partial matches of values Available for dashboard filters only Use to filter on ranges of values For each range the filter returns results that are greater than or equal to the minimum value and less than the maximum value For example if you enter Number of Employees from 100 through 500 your results include accounts with 100 employees up to those with 499 employees Accounts with 500 employees aren t included in the results Available when you create list views based on a Geolocation custom field Shows results that are within the specified radius from a fixed latitude and longitude For example if you enter Warehouse location within 50 miles 37 775 122 418 your list view includes all warehouses within a 50 mile radius of San Francisco California Filter on Blank Values Tips on filtering using blank values EDITIONS e When you use the less than greater than less or equal or greater or equal operators on fields that have numeric values records with blank or null values are returned as if their value Available in both Salesforce is zero 0 For example if you create a workflow rule or a lead assignment rule for accounts Classic and Lightning with the criter
217. me Billing City Phone Jack llen Salesforce com Inc San Francisco 4 415 555 7000 amp Anold Adams ABC Labs San Jose 4 408 555 2091 2 Jack Allen A Mimi Sato amp Gordon Biverse amp AW Partners Site Guest User Recycle Bin Reports Tools Active Accounts Accounts with last activity gt 30 days Account Owners Import My Accounts amp Contacts Import My Organization s Accounts amp Contacts Mass Delete Accounts Contact Role Report Transfer Accounts Account History Report Merge Accounts Partner Accounts Mass Reassign Account Teams 22 Learn Salesforce Basics Home Tab Overview From the Home tab you can e Create a Chatter post if your organization uses Chatter e View dashboard snapshots e View your tasks and calendar Search the feed You can also use the sidebar components such as Create New Recent Items and Custom Links that you ll also see on other Salesforce pages Your Home tab layout sidebar components and links are enabled and configured by your administrator Alert banners may appear on the Home tab to let you know when updates are available for desktop clients such as Connect Offline SEE ALSO Navigating Object Home Pages Open a Different App Not finding the feature you need to use Maybe it s in another app Check out the drop down menu to see all the apps available to you and select the one you need To use features available in a d
218. me Y v All custom r Y auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of vA type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic 139 Global Search Search Documents Tab v v EDITIONS Available in Salesforce Classic Available in Enterprise Performance Unlimited and Developer editions with the Service Cloud Learn Salesforce Basics Searchable Fields External Object An external object accesses data that s stored outside your Salesforce organization Which external object fields are searched depends on how the external system handles searches If the search results aren t as you expected use case sensitive search strings that contain only alphanumeric characters If the results still aren t as expected contact your administrator for recommendations on searching your specific external system Searchable Fields Global Search Sidebar Search Advanced Search Text text area and y long text area fields SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields File Neither sidebar search nor advanced search are designed to find files To find a file use global search or the search tools on the Files tab Searchable Sidebar Search Advanced Global Search Files Tab Fields Search Body v v Description Y f Ex
219. min enables two factor authentication for your account If your account has this requirement you have to use a mobile authenticator app to generate your verification code SMS Text Message You receive a verification code in the body of a text message sent to your verified mobile phone If you don t have a verified mobile number associated with your account you re prompted to register it when you log in to Salesforce Registering your phone number verifies your mobile number and enables this method when you re challenged in the future If your mobile number isn t current you don t receive the text message In this case contact your Salesforce admin Email Salesforce sends the code in an email to the email address specified on your user detail page The code expires after 24 hours 2 Enter the verification code in your open identity verification page 3 Click Verify SEE ALSO Connect a One Time Password Generator App or Device Connect a One Time Password Generator App or Device You can connect a one time password generator app such as Salesforce Authenticator or Google Authenticator to your account If your administrator requires a verification code when you log in for increased security called two factor authentication use the code generated by the app You can also use a code generated by the app whenever we have to verify your identity This additional level of security is a second factor of authenticatio
220. mmon themes Use topics to group records by a common theme and then use those topics to filter list views If Available in Salesforce Chatter is enabled you can also see records on a topic in one central place the Records tab of Classic the topic detail page For example if a number of accounts are participating in a conference you Available in all editions might add the topic User Conference 2014 totheir records You could then use that topic to filter an accounts list view or with Chatter view the accounts together on the Records tab of the User Conference 2014 topic page 169 Learn Salesforce Basics Topics Here s an example topic detail page with the Records tab showing accounts on the topic If you don t see a Records tab like this for a particular topic the topic hasn t been added to any records Feed Object Account t AISICIDIEIFIG H IUII RIE Action Account Name t Billing State Province Edit Del Acme Inc GA Edit Del Arbuckle Laboratories France Paris Edit Del Ecotech HQ MA Administrators can enable topics for accounts assets campaigns cases contacts contracts leads opportunities orders solutions custom objects and English articles Topics can also be enabled for tasks and events they aren t accessible via list views or the Records tab Note Topics are only supported on English Knowledge articles SEE ALSO Add Topics to Records Add Topics to Records Add topics to qui
221. mmunities migration guide 203 Price book fields searched 151 Printing st views 80 records 105 Produc fields searched 151 Products tip sheet 201 Professional Edition overview 6 Profile page tip sheet 204 Public tags 172 174 228 Index Q Question fields searched 152 Quick Actions implementation guide 204 Quick Create creating records 90 Quote ds searched 153 h D R Recent items 27 60 record 3 record access ull Access 72 Private 72 Read Only 72 Read Write 72 record lists sorting 79 Record types tip sheet for administrators 204 records creating 26 87 creating from object tabs 89 creating in feeds 89 creating with Quick Create 90 deleting 27 96 editing 26 92 inline editing 93 required fields 26 89 92 93 Records adding notes 97 98 creating 88 finding 25 67 following 177 viewing 25 67 Recycle Bin 168 related lists 59 Related lists ip sheet for administrators 204 Relationship Groups ip sheet for administrators 202 Release Notes 1 Report fields searched 153 notes 98 Reports field filters 107 108 nm Reports continued running 106 sorting results 112 special picklist values 109 ip sheet bucketing 200 ip sheet cross filters 200 ip sheet joined report format 200 ip sheet performance 200 ip sheet reports tab 200 ip sheet scheduling reports 200 ip sheet summary functions 200 user guide report builder 200 values for da
222. n Extension such as ppt Name Owner Address Company Company Local Description Email Fax First Name First Name Local Last Name 160 Learn Salesforce Basics Object Note Opportunity People Price Book Product Report Search Fields Last Name Local Middle Name Mobile Phone Suffix Title Body Title Description Opportunity Name Account Name About Me Email First Name Last Name Name Nickname Phone Record ID 15 character Record ID only Username Price Book Description Price Book Name Last Name Product Code Product Description Product Name Description Report Name 161 Learn Salesforce Basics Search Results Search Results Search results are ordered by relevancy for the user In many cases you can quickly find the record EDITIONS you searched for by just reviewing the top results We ve included our guidelines for users who navigate around the search results page Check out some more answers to frequently asked questions about search results Available in both Salesforce Classicand Lightning Experience IN THIS SECTION Available in all editions How Are Search Results Ordered The search engine sorts results most relevant to the user based on search term frequency order and uniqueness record and user activity and access permissions Search result relevancy can vary for each user How Do Refine Search Results Us
223. n If your administrator has set this requirement you have to configure this additional factor usually an authenticator app that 30 EDITIONS Available in Both Salesforce Classic and Lightning Experience Available in all editions Learn Salesforce Basics Edit Your Personal Information displays a code such as Salesforce Authenticator or Google Authenticator for your account This additional factor of authentication generates your verification code also called a time based one time password usually a numeric code Once you connect the one time password generator to your account you re prompted to enter the code from the authenticator app whenever you log in to Salesforce 1 Download the supported authenticator app for the type of device you use You can use any authenticator app that supports the time based one time password TOTP algorithm IETF RFC 6238 such as Salesforce Authenticator for iOS Salesforce Authenticator for Android and Google Authenticator 2 From your personal settings enter Advanced User Details inthe Quick Find box then select Advanced User Details No results Enter Personal Information inthe Quick Find box then select Personal Information 3 Find App Registration One Time Password Generator and click Connect 4 For security purposes you re prompted to log in to your account 5 Scan the QR code with the authenticator app on your mobile device Alternatively you can manually enter y
224. n arrow 41 Learn Salesforce Basics Adding Tabs for Frequently Used Items 2 Save your changes SEE ALSO Customize Your Tabs Find Your Personal Settings Adding Tabs for Frequently Used Items The Salesforce user interface is composed of tabs which serve as starting points for viewing adding and editing information for an object Different apps can have different sets of tabs Add tabs for items you use frequently in any app EDITIONS Available in Salesforce 1 Click the Plus icon that appears to the right of your current tabs The All Tabs page appears By default it shows all the tabs you have available to view or add If you want to see a list of just the tabs for a specific app select that app from the View Classic Available in All editions except Database com drop down 3 Click Customize My Tabs 4 Inthe Custom App dropdown select the app where you want the tab to appear For example if you want the Ideas tab to appear in your Marketing app select Marketing and the Ideas tab will appear in that app only 5 Use the Add and Remove arrows to move tabs from the Available Tabs list to the Selected Tabs list Use the Up and Down arrows to change the order of the tabs 6 Click Save 7 Ifyou added a tab to an app you re not actively using open that app to see your new tab SEE ALSO Viewing Available Salesforce Tabs Viewing Available Salesforce Tabs To view all the tabs available t
225. n the type of record for the field For Enterprise Unlimited and Performance 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 Learn Salesforce Basics Customizing Your Display You can customize your Salesforce display through your personal settings e Customize which tabs display in your app and in what order e Customize what displays on your pages Customize Your Tabs Specify which tabs display when you log in or if you have multiple apps which tabs display in each app 1 From your personal settings enter Customize My inthe Quick Find box then select Customize My Tabs No results Enter Display inthe Quick Find box then select Change My Display 2 Ifyou have access to multiple apps select the app whose tabs you want to customize from the Custom Apps drop down list By default you ll see the tabs for the selected custom app that are set for your profile Customizing Your Display EDITIONS Available in Salesf
226. nce Unlimited and Developer Editions Sharing for campaigns cases custom object records leads and opportunities is available in Enterprise Performance Unlimited and Developer Editions Type Description Managers Groups All direct and indirect managers of a user Manager Subordinates Groups A manager and all direct and indirect reports who he or she manages Public Groups A Personal Groups A public groups defined by your administrator personal groups defined by the record owner Only the record owner can share with his or her personal groups Users All users in your organization Does not include portal users Roles All roles defined for your organization This includes all of the users in each role gt Roles and Subordinates of the users in the role plus all of the users in roles below that role in the hierarchy Only available when no portals are enabled for your organization Roles and Internal Subordinates All roles defined for your organization This includes all of the users in the specified role plus all of the users in roles below that role excluding partner portal and Customer Portal roles Roles and Internal and Portal Subordinates Adds a role and its subordinate roles Includes all of the users in that role plus all of the users in roles below that role Only 68 Learn Salesforce Basics View and Share Records Type Description available when a partner or Customer Portal is enab
227. nd use Chatter to share notes For more information on what you can do with Notes check out the video O How to Use Notes 1 34 IN THIS SECTION Create Notes and Add Them to Records Use Notes our enhanced note taking tool in Salesforce to add important information to your records Create a Report on Your Notes EDITIONS Available in Salesforce Classic and Lightning Experience Available in e Contact Manager e Group e Professional e Enterprise e Performance e Unlimited e Developer View and analyze details about all your notes using reports You can only report on notes taken with Notes our enhanced note taking tool Guidelines for Using Notes in Salesforcel Learn some tips tricks and best practices for using Notes in Salesforce1 96 Learn Salesforce Basics Increase Productivity with Notes and Attachments to Records What s the Difference Between Notes and the Old Note Taking Tool Notes is an enhanced version of the original Salesforce note taking tool With Notes you can get a number of features that help you take better notes faster and increase productivity Create Notes and Add Them to Records Use Notes our enhanced note taking tool in Salesforce to add important information to your records Note Ifyou re still using the old note taking tool talk to your administrator about switching to the enhanced version of Notes IN THIS SECTION Create Notes and Add Them to Records in Sales
228. nd you can create list views for some objects Chatter has one primary page type a feed And Data com has a search interface Dashboards and reports have their own page styles as well Your system administrator typically sets up page layouts for standard objects and enables the navigation features your organization can use but interacting with Salesforce is easier if you understand the most common page elements for the most frequently used objects They include 1 A tag bar where you can view and add tags for a record 2 A feed where you can add and view comments about a record 3 A sidebar where you can do things like search and quickly create new records 20 Learn Salesforce Basics Getting Around in Salesforce 4 Sections for the record with key fields and links 5 Related lists which group and display links to other records associated with the one you re viewing You can change the order of related lists on your page 6 Various links that help you move around the page or go to different pages or external sites Let s look at these elements on an account detail page Home Chatter Profile Groups Files Leads Salesforce com Inc nasm Salesforce com Inc GO Contacts Data com Opportunities Reports Dashboards Products Customize Page Printable View Help for this Page Wp Hide Feed Following gt Edit Tags Public 5K Employees Post Mifile Link ii Poll Show All 1 Wr
229. ndex When you enter your search it efficiently finds relevant results for you by breaking apart your search terms and finding matches for them from that index The search engine returns results you have permission to view Check out the video o How Does Search Work Here s an overview of the search process one2one 2 one e consulting When you create or update a record 1 the search engine breaks up the record s searchable text into smaller terms 2 Then it stores those smaller terms in the search index 3 Note After a searchable object s record is created or updated it could take about 15 minutes or more for the updated text to become searchable An object s records are only searchable after they re stored in the search index To one2one consult N o When you enter a search term in the search field 1 the search engine breaks up your search term into smaller terms 2 It matches those smaller terms to the record information stored in the index 3 ranks the associated records by relevancy 4 and returns the results you have access to 5 For more information on what you can do with Search check out these videos 114 Learn Salesforce Basics Search o Search in Salesforce Classic wa Search in Salesforce Lightning Experience IN THIS SECTION How Does Search Break Up Information Each time you create a new record the search engine breaks up the searchable information into pieces it ea
230. ng e Field Level Security e Field Object Perms e Object and Tab settings Objects only e Search e System Perms e Viewing and editing app perms e Viewing and editing Login Hours e Viewing and editing Login IP Ranges e Viewing and editing Service Provider Access e Viewing Profile Lists Field Accessibility for custom objects Field Dependency Matrix Fileforce Localization and Globalization e Multi Currency e Timezones My Personal Information e Change My Password e Editing personal information e Granting Login Access Send Activation Link button Offline e Force com Flex Desktop applications e Force com Flex Web applications Permission Sets e Ability to search permissions e Viewing Editing and Creating Learn Salesforce Basics Editions Profile List Views e Creating e Editing Restricting Logins e Hours and IP Ranges on Profiles Sandbox e Developer Sandbox for an additional fee e Full Copy Sandbox for an additional fee e Setup Only Sandbox for an additional fee Search e Personal Tags e Public Tags Security e Connected Apps OAuth e Encrypted Custom Fields e General Security e Identity Feature e Inbound Single Sign On e Password and Login Policies e Retrieving forgotten passwords Single Sign On Sharing e Apex Managed Sharing e Criteria Based Sharing Rules e High Volume Portal User e Ownership Based Sharing Rules e Public Groups e Queues e Role Hierarchy
231. ng button on the associated account The user is a member of the account team The account has been assigned to a territory to which the user has access The user has access via an account territory sharing rule created by the administrator The user has the Modify All Data or View All Data administrative permission or the Modify All or View All object permission The portal user or any role above the portal user s role has access to the account for which the portal user is a contact The user owns or has sharing access to a contact or contract associated with the account Click the link to view which associated records the user owns or has been given sharing access to The user is a member of a share group that has access to a contact or contract that s associated with the account owned by high volume portal users The user has access via a campaign sharing rule created by the administrator The user has access via a case sharing rule created by the administrator The user has access via a contact sharing rule created by the administrator A user has access to forecast data that was granted via the Sharing button on the forecast in forecasting versions where sharing is available Auser has access due to being a forecast manager in the forecast hierarchy The user has access via a group such as a Managers Group or Manager Subordinates Group The user has access via a l
232. ning through the official certification and quality assurance process Experience Notes About BlackBerry Smartphones e Even if your device meets the minimum operating system requirement you can improve its performance by upgrading to the latest supported versio your mobile carrier e Mobile users running versions 4 0 4 3 of the BlackBerry operating system can still download and install the Salesforce Classic Mobile app however the mobile server will detect the older operating system and send version 11 6 of Salesforce Classic Mobile which was the last release Free version available in All editions except Database com n of the operating system offered by Full version available in Performance Unlimited and Developer Editions and for an extra cost in Professional and Enterprise Editions that supported BlackBerry operating system versions 4 0 4 3 Users on version 11 6 of Salesforce Classic Mobile can t use any of the new features included in the current release or future releases e Starting in Winter 09 Salesforce Classic Mobile no longer officially supports the BlackBerry 8700 series although the mobile app may continue to run on e BlackBerry touchscreen devices use the same Salesforce C hose device models assic Mobile app as other BlackBerry devices so some aspects of Salesforce Classic Mobile aren t optimized for the touchscreen inter Notes About iOS Devices face Use of the Salesforce Cla
233. nistrator access available in Enterprise Performance Unlimited Developer and Database com Editions USER PERMISSIONS To view setup audit trail history e View Setup and Configuration EDITIONS Available in both Salesforce Classic and Lightning Experience Available in all editions 3 Within 24 hours click the link provided in the email answer your security question and click Continue The link in the email can be used only once and expires after 24 hours 4 When prompted enter a new password Sometimes you re prompted to enter a code when you log in to Salesforce to verify your identity When you verify your identity you also activate your computer Computer activation allows Salesforce to associate your identity with your computer s network IP address 221 Learn Salesforce Basics Reset Your Forgotten Password The activation helps prevent unauthorized access to the service whenever your password is changed or reset or when you use your computer to log in from an unauthenticated network IP address SEE ALSO Activate Your Computer Troubleshoot Login Issues 222 INDEX 508 compliance 43 45 A Accessibility accessibility mode 45 accessibility mode in Salesforce 43 alternate document formats 43 keyboard shortcuts 37 overview 43 plug ins 37 recommendations 45 support 43 testing 43 Accounts tip sheet 201 Adding attachments 100 Analytics ip sheet bucketing 200 ip sheet cro
234. nment first Troubleshooting Troubleshoot Login Issues Salesforce makes it easy to log on to the service but you can experience issues if you forget your username or password You can also get locked out if you attempt to log in too many times with the wrong credentials Following are some solutions you can try if you re having login problems The password policies set up by your administrator determine how many failed logins are allowed how long lockout periods last and what password requirements are To protect the privacy of your data change your password periodically If your administrator expires user passwords on a periodic basis you re prompted to change your password at the end of each period e Forgot your password Retrieve it EDITIONS Available in Salesforce Classic and Lightning Experience Available in All Editions except Database com e Locked out Wait until the lockout period expires and try again or contact your Salesforce administrator e Password expired We prompt you to change your password e Accessing Salesforce from a new location You might need to activate your computer e What does Use Custom Domain on the login page mean If your Salesforce administrator created a custom domain for your organization click Use Custom Domain to provide the existing domain name and log in A custom domain is in the form https universalcontainers my salesforce com where universalcontainers is aname pro
235. nt a similar or wider access than the manual share To edit or delete access to a record 1 Open the record for which you want to edit or delete 2 Click Sharing on the record 3 Click Edit or Del next to the group user role or territory whose access you want to modify or remove SEE ALSO Granting Access to Records Record Access Levels Viewing Which Users Have Access to Your Records After you have granted access to a record you own you can view a list of users who have access to the record and its related information and records including their access level and an explanation The list shows every user who has access that is greater than the organization wide default settings For forecast sharing the list shows whether the user can submit a forecast in forecasting versions where sharing is available High volume portal users and Customer Portal super users are excluded from this list Note For sharing rules that specify access for associated object records the given access level applies to that sharing rule only For example if an account sharing rule specifies Private as the access level for associated contacts a user may still have access to associated contacts via other means such as organization wide defaults the Modify All Data or View All Data permission or the Modify All or View All permission for contacts 1 Click Sharing on the desired record 2 Click Expand List 3 Click Why
236. nts e Unlimited related list to manage notes e Developer Notes save automatically Lightning Experience only Check spelling Add private notes to records Create private standalone notes not related to records Relate notes to multiple records Lightning Experience and Salesforce only 99 Learn Salesforce Basics Increase Productivity with Notes and Attachments to Records Feature Notes Old Note Taking Tool Use rich text formatting including bulleted and numbered lists Search Salesforce for just notes Create tasks from notes Salesforce only Create a report on your notes SEE ALSO Guidelines for Using Notes in Salesforcel Create Notes and Add Them to Records Notes Attach Files to Records You can attach files such as Microsoft Office documents Adobe PDFs and images and videos to EDITIONS most kinds of Salesforce records The size limit for an attached file is 25 MB when attached directly to the related list including a file attached to a solution The size limit for multiple files attached to Available in Salesforce the same email is 25 MB with a maximum size of 5 MB per file Classic 1 Open the record Available in 2 Click Attach File e Contact Manager l f e Group 3 Click Browse and find the file you want to attach e Professional 4 Click Attach File to upload the file e Enterprise 5 Click Done when the upload is finished e Performance e Unlimited Note e Developer e When afile is attach
237. nu Accounts Cases Contacts Files Groups unless added directly to the navigation menu Leads Opportunities and People unless added directly to the navigation menu As you spend time working in Salesforce and the full Salesforce site the objects that you use the most eventually replace the default ones in the Recent section and become the objects that are available for global searches in Salesforce1 It can take up to 15 days for the objects that you work with regularly to appear in the Recent section To make objects appear under Recent immediately pin them from your search results in the full site When doing a global search in Salesforce1 you can find records for the objects that appear in the Recent section only To find records for the other objects that are in the full object list when the Recent section is expanded search from the object s home page lf Chatter is enabled you can access feeds user profiles groups and files You can access user profiles even if Chatter is disabled If you re using a Salesforcel downloadable app you can use Salesforce Today to prepare for meetings stay in touch with customers quickly join conference calls and generally manage your day SEE ALSO Requirements for the Salesforce Mobile App 188 Learn Salesforce Basics Get the Salesforce Mobile App Get the Salesforcel Mobile App The way you access Salesforcel depends on how you want to work using an app installed on your APIO NS
238. o add revenue and overlay splits to opportunities Connecting Social Networks to Accounts Contacts and Leads Gain insights to your current and prospective customers by adding social data to your Salesforce accounts contacts and leads a Editing Role Based Category Group Visibility Allows certain roles to view information such as questions in an answers community or articles in a knowledge base according to specific data categories ua Forecast Accurately With Collaborative Forecasts See how to maneuver around Collaborative Forecasts so that you can reach your sales goals O How to Manage Leads and Opportunities Learn how Salesforce can help you track your leads and opportunities through the sales funnel and automatically incorporates updates into management forecasts Sending Mass Email This demo shows you how to leverage the mass email tool in Salesforce so you can quickly contact your customers and keep track of these emails within the Salesforce app ua Setting Up Data Categories Data categories let you classify your data based on your business needs O Using Quote Templates 1 42 minutes Quote templates let you design preview and activate templates for the quote PDFs you send to your customers 207 Learn Salesforce Basics Video Title a Entitlements Management Setup Learn how to set up the Entitlement Management feature Entitlement Management helps your support reps determine which custome
239. o not have the Delete permission on opportunities do not see the Delete button on an opportunity detail page nor do they see the Del link on an opportunity related list Why can t I view Salesforce popup windows such as lookup dialogs and the Help amp Training window If your browser s popup blocker settings are configured for maximum security you won t be able to view any popup windows within Salesforce even those that provide necessary functionality such as the calendar popup for choosing a date on an activity lookup dialogs for selecting a record the Help amp Training window and more To test your popup settings 52 Learn Salesforce Basics Navigate Salesforce 1 From your personal settings enter Reminders inthe Quick Find box then select Reminders amp Alerts No results Enter Personal Information inthe Quick Find box then select Personal Information 2 Click Preview Reminder Alert To allow popup windows for Salesforce add Salesforce as a trusted site within your browser s popup blocker settings Consult the online help for your browser for specific instructions Some browser add ons like the Google toolbar also have popup blocking Consult your software documentation on those products for details on how to configure them to allow popup windows from Salesforce SEE ALSO Find Your Personal Settings Why did my data disappear when pressed the Backspace key while editing a record Some versions of Inte
240. o you in Salesforce click the plus icon next to the main tabs Home Contacts Accounts Ideas Reports Dashboards Click to view all wach EDITIONS Available in Salesforce Classic Available in All Editions except for Database com Using this page you can e Click any of the tab names to quickly jump to that tab e Ifyou have multiple apps use the View drop down list to see each app s logo and included tabs e Click Customize My Tabs to change how tabs display on your screen SEE ALSO Adding Tabs for Frequently Used Items 42 Learn Salesforce Basics Accessibility Accessibility Standards Overview Learn about the standards Salesforce follows to design applications with accessibility in mind Salesforce is committed to providing on demand enterprise applications accessible to all individuals including users working with assistive devices such as speech recognition software and screen readers To help meet our goal of universal design Salesforce follows the internationally recognized best practices in Section 508 of the Rehabilitation Act and the Web Content Accessibility Guidelines WCAG 2 0 Level AA to the extent possible Our Voluntary Product Accessibility Template VPAT is a tool used to document a product s conformance with the accessibility standards under Section 508 of the Rehabilitation Act and includes an accessibility assessment of our products General Accessibility Requirements Consider thes
241. o you won t always see the exact same search results And the global search interface is different between all of these experiences so there are visual and navigational differences to consider 7 EDITIONS Available in both Salesforce Classic and Lightning Experience Available in all editions Learn Salesforce Basics Feature Access Global Search Instant Results When Search Box is Selected Instant Results as You Type Full Search Results Refine Search Results Feed Search Salesforcel Downloadable Apps for Android and iOS Search box at the top of the Salesforce1 navigation menu You see a list of your most recently used records across all objects The list of most recently used records is filtered by the characters you type You see the top three records for each of your most recently used objects Results are grouped by object and sorted by relevancy Not available Global search doesn t find information in feeds Use feed search instead On the Feed page pull down from the top of the page to expose the search box Salesforcel Mobile Browser App Search icon located in the header You see a list of your most recently used records for the object currently selected in the search scope bar The list of most recently used records is filtered by the characters you type As you type the list also starts showing matching records that you haven t accessed recently You see s
242. ofessional 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 amp Editions page SEE ALSO Salesforce Edition Overview Expansion Pack and Unlimited Apps Pack Enterprise Edition Salesforce 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 amp Editions page SEE ALSO Salesforce Edition Overview Expansion Pack and Unlimited Apps Pack Unlimited Edition Salesforce Unlimited Edition is Salesforce s solution for maximizing your 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
243. og box displays if you selected File 2 Fill in the fields 3 Click Save or Upload to My Files if you selected File Creating Records with Quick Create If your administrator has enabled Quick Create you can create records from the home pages for leads accounts contacts and opportunities You can also create accounts from the Account lookup field results list on the Quick Create form on contacts leads and opportunities Validation rules don t apply when you create new records with Quick Create 1 Click the tab for the kind of record you want to create To create an account while you create a contact lead or opportunity click the ss icon next to the Account field in the Quick Create form you re using 2 Enter values in the fields Required fields are identified with a red bar q Most objects have field definitions in the Salesforce help Just search the help for the object name fields For example if you re creating or editing an account record and want to know more about your options in the Industry drop down list look up Account Fields in the help 3 Click Save SEE ALSO Creating Records from Object Tabs Creating Records in Feeds Create Records 90 EDITIONS Available in Salesforce Classic The available options in the Create New drop down list vary according to which permissions you have which Salesforce Edition you are using and which app you are using EDITIONS Available in Salesf
244. on Tips amp Hints for Record Types Building Salesforce Custom Links Tips amp Hints for Page Layouts and Field Level Security Building Custom Objects Tabs and Related Lists Implementing State and Country Picklists Formulas Quick Reference Guide Useful Formula Fields Tips for Reducing Formula Size Using Date and Date Time in Formulas Useful Validation Rules Using Multiple Business Processes Workflow Automating The Process Useful Workflow Rules Getting Started with Approval Processes Useful Approval Processes Visual Workflow Guide Creating Lookup Filters on Relationship Fields Beta Security and Data Management Managing Duplicate Records in Salesforce Security Implementation Guide Single Sign On Implementation Guide Understanding User Sharing Understanding Defer Sharing Calculations Managing Data Quality Implementing Data com Clean for Accounts Contacts and Leads Importing Your Organization s Accounts and Contacts Using Mass Delete to Undo Imports 204 Tip Sheets and Implementation Guides Learn Salesforce Basics Video Demos e Getting Started with Divisions e Data Loader Guide e Salesforce Field Reference Guide e Resolving Data Conflicts and Errors in Force com Flex Apps e Salesforce Identity Implementation Guide e Identity Connect Implementation Guide Extending Salesforce e Developing Packages for Distribution e Force com Sites Implementation Guide e OEM User License Comparison e
245. ons in the Salesforce help Just search the help for the object name fields For example if you re creating or editing an account record and want to know more about your options in the Industry drop down list look up Account Fields in the help When you finish entering values for your new record click Create A feed item for the record you ve created appears In the feed in which you created the record As the first item in the feed for the new record itself In your Chatter feed 89 EDITIONS Available in Salesforce Classic Available in all editions USER PERMISSIONS To create records e Create on the object for the kind of record you re creating Learn Salesforce Basics Create Records e Inthe Chatter feed of anyone who follows the record from which you created the new record For example if you create a contact from the record detail page for the account ABC Industries anyone who follows ABC Industries will see a feed item for the contact record you created SEE ALSO Creating Records from Object Tabs Creating Records with Quick Create Create Records Creating Records Using the Create New Drop Down List The Create New drop down list available in the sidebar provides options to create new records To create a new record using the drop down list 1 Select the type of record you want to create The new record page immediately displays in the appropriate tab or the Upload a File dial
246. ontact record includes an account lookup field that associates the contact with its account IN THIS SECTION Lookup Dialog Search Salesforce objects often include lookup fields that allow you to associate two records together in a relationship For example a contact record includes an Account lookup field that associates the contact with its account Tips for Using Standard and Enhanced Lookups Consider these tips when using standard and enhanced lookups Lookup Auto Completion If enabled by your administrator lookups support auto complete Lookup Dialog Search Salesforce objects often include lookup fields that allow you to associate two records together in a relationship For example a contact record includes an Account lookup field that associates the contact with its account Lookup fields appear with the amp J button on record edit pages Clicking amp J opens a lookup search dialog that allows you to search for the record that you want to associate with the record you re editing A blank lookup is performed when you click the lookup icon without entering a search term Salesforce provides two types of lookups Standard Lookups EDITIONS Available in Salesforce Classic Available in all editions EDITIONS Available in Salesforce Classic Available in All Editions All lookup fields use standard lookup search by default In standard lookup searches Salesforce queries a limited set of searchable fields for e
247. ontact record includes an account lookup field that associates the contact with its account In the lookup search for searchable objects terms are matched against all searchable fields within a record not just the name of the record Lookups have similar instant result and record indexing behavior as global search If you don t see a record in the auto suggested instant results perform a full search Ifyou don t see a new record in search results wait 15 minutes and try again Check out some more answers to frequently asked questions about lookups IN THIS SECTION Why Can t See Any Results in the Picklist If an object hasn t been made searchable in your org or if you haven t previously viewed the record the drop down menu is empty Can Use a Partially Matching Search EDITIONS Available in Lightning Experience Available in All Editions except Personal Edition Contact Manager Edition Corporate Social Network Edition To find the correct record enter the full search term The lookup search does not use automatic partially matching searches with trailing wildcards This is to avoid returning unwanted results to you What Determines the Secondary Field Under the Record Name In lookups there s a secondary smaller field displayed under the primary record name in lookups For example the location San Francisco appears under the company Acme Inc to help you distinguish similar record names Your administrator customiz
248. or granting access is one year During the time you granted access administrators or support representatives can use your login and access your data to help you resolve problems 1 From your personal settings enter Login Access inthe Quick Find box then select the option to grant login access 2 Set the access expiration date by choosing a value from the picklist 3 Click Save Ifan administrator support representative or publisher makes setup changes using your login the setup audit trail lists the changes and the username In some organizations records of clicks made by an administrator logged in as you are also kept for auditing purposes Note You can t grant access to certain support organizations if your administrator set up restrictions or if a packaged application s license prevents it SEE ALSO Get to Know Your Salesforce Admin Find Your Personal Settings Reset Your Forgotten Password Ifyou forgot your password you can easily reset it using the forgot password link on the login page All you need is your username ua Watch a Demo 33 seconds 1 On the login page click the forgot password link 2 Enter your username and click Continue An email containing instructions to reset your password is sent to the address specified in your Salesforce personal settings Grant Login Access EDITIONS Available in both Salesforce Classic and Lightning Experience Available in All Editions Granting admi
249. or opportunities leads tasks notes accounts and contacts Some objects such as Account have special guidelines and considerations for you to be aware of but the process of creating a record is similar for all Note This information is for Salesforce Classic If you see a row of tabs across the top of your screen you re in Salesforce Classic If you see a navigatio Experience n bar on the left you re in Lightning Depending on how your administrator has set up your Salesforce organization you can create records in a few different ways IN THIS SECTION Creating Records from Object Tabs Creating Records in Feeds Creating Records Using the Create New Drop Down List Creating Records with Quick Create 88 e item you want For example let s say you re viewing a contact record in the Notes section of the contact page EDITIONS Available in Salesforce Classic Available in all editions Learn Salesforce Basics Creating Records from Object Tabs Before you create a record make sure you re aware of any guidelines for the kind of record you re creating 1 Click the tab for the kind of record you want to create You ll start from that object s Home page For example click the Accounts tab if you want to create an account record Create Records EDITIONS Available in Salesforce Classic 2 Click New Available in all editions 3 Select a record type if you re prompted to 4 Enter values in the fie
250. orce Classic Available in All Editions except for Database com EDITIONS Available in Salesforce Classic Available in All editions except Database com Note The first tab that displays when you select an app may change if your administrator changes the app s default landing tab 3 If desired add each tab you want to display and change the display order of the tabs you ve selected 4 Save your changes SEE ALSO Customize Your Pages Find Your Personal Settings Customize Your Pages Specify the related lists that appear in detail pages 1 From your personal settings enter Customize My inthe Quick Find box then select Customize My Pages No results Enter Display inthe Quick Find box then select Change My Display For your Home tab select the dashboard snapshot to display on the Home tab The link to customize your Home tab is available only if your administrator has customized your home page layout to include a dashboard For all other tabs specify which related lists display on your detail pages e To add or remove related lists select a related list and click the Add or Remove arrow EDITIONS Available in Salesforce Classic Available in All editions except Database com Note This setting may change if your administrator changes the page layout for a particular tab e To change the order of the related lists select a related list title in the Selected List box and click the Up or Dow
251. orce Classic Available in all editions USER PERMISSIONS To create records e Create on the object for the kind of record you re creating Learn Salesforce Basics Checking Your Spelling Checking Your Spelling If Spell Checker is enabled for your organization you can check your spelling in certain features EDITIONS where you enter text such as emails events tasks cases notes and solutions Spell Checker does not support all the languages that Salesforce supports For example Spell Checker doesn t support Available in Salesforce Thai Russian and double byte languages such as Japanese Korean or Chinese Classic To check your spelling just look for the Check Spelling button wherever you re entering text Available in all editions Guidelines for Entering Currency Dates Times and Phone Numbers Creating and editing records is easier if you understand a few guidelines and tips for the currency DIONS date time and phone number fields you ll find in various records Available in Salesforce Curren cy Classic Available in All Editions In most Salesforce editions the format and currency type you can use for currency fields such as except Database com Quota or Annual Revenue are determined by the Currency Locale setting for your company In Group Professional Enterprise Unlimited and Performance Edition organizations that use multiple currencies the format and currency type are determined by the Curr
252. orce data available on your device is defined by your mobile configuration You can easily search for records that aren t automatically downloaded to your device A search box is available on each object tab in the Salesforce Classic Mobile app as well as on the app s home page When receive a call on my mobile device will the Salesforce Classic Mobile app open the associated contact record The Salesforce Classic Mobile app can t open a Salesforce contact when you receive incoming calls However if you place a call from Salesforce Classic Mobile you re automatically prompted to log the call Get Additional Help Tip Sheets and Implementation Guides In addition to online help Salesforce publishes additional material to help you be successful with Salesforce These documents include tip sheets implementation guides and other resources that describe the features and capabilities of Salesforce Note Adobe Reader is required to open Adobe PDF files To download the latest version of Reader go to www adobe com products acrobat readstep2 html e For All Users e For Sales Professionals e For Support Professionals e For Marketing Professionals e For Analytics Cloud Professionals 199 Learn Salesforce Basics Tip Sheets and Implementation Guides e For Administrators SEE ALSO Video Demos For All Users These documents are for all Salesforce users e Howto be Successful with Salesforce e Tips amp Hints for
253. orce1 Downloadable App on iPhone HTML For the Salesforce1 Downloadable App on iPad TML For the Salesforce1 Downloadable App on Android Phones HTML For the Salesforce1 Mobile Browser App on Mobile Phones TML For the Salesforce1 Mobile Browser App on Tablets TML Salesforce1 Videos Take Your Tasks from Desktop to Mobile Video Accounts and Contacts on the Go Video Setting Up and Customizing Salesforcel Guides and Cheat Sheets Salesforce1 Section in the Salesforce Winter 16 Release Notes PDF HTML Salesforce1 Mobile App Admin Guide PDF HTML Salesforce1 App Admin Rollout Guide HTML Salesforce1 Admin Cheat Sheet PDF Help Topics Set Up the Salesforce1 Mobile App with the Salesforce Wizard HTML Salesforce1 Mobile App Setup Considerations HTML How Actions Are Ordered in the Salesforce1 Action Bar and List Item Actions HTML 180 Learn Salesforce Basics Salesforce Mobile App Features What s Available in Each Version Custom Branding for the Salesforce Mobile App HTML Enable Visualforce Pages for the Salesforce1 Mobile App HTML Salesforce1 Mobile App Offline Access HTML Developing for Salesforce Guides and Cheat Sheets Salesforce1 Developer Cheat Sheet PDF Salesforce1 App Developer Guide PDF HTML Salesforce Mobile URL Schemes for Android and iOS PDF Salesforcel Mobile Security Guide PDF Salesforce Mobile App Features What s Available in Each Version Salesforce is availa
254. ords 105 secure personal data 13 security 13 sharing model 86 sharing records 105 sharing rules 105 supported languages 48 Feeds following people 176 following records 177 Field level security tip sheet for administrators 204 Fields notes 102 reference guide 205 fields help topics 26 87 89 92 93 File fields searched 140 Filtering search results 163 Force com Flex tip sheet for users 205 Forecasts implementing 201 Forecasts Collaborative workbook for administrators 202 Format Reference 202 Formulas examples guide 204 formula date time tipsheet 204 formula size tipsheet 204 quick reference guide 204 G Getting Exchange and Salesforce in Sync administrator guide 202 user guide 200 Getting Outlook and Salesforce in Sync 200 Getting started back up data automatically 14 getting around 19 implementation guides 199 navigating object home pages 22 new user 16 printing records 105 sharing model 86 sharing records 105 sharing rules 105 supported languages 48 tip sheets 199 user guides 199 video demos 205 working with records 24 Group Edition overview 5 tip sheet 200 tip sheet for administrators 204 H Home page See Home tab 23 62 Home tab calendar section 63 create new drop down list 90 customizing 63 My Tasks section 63 overview 23 62 Recycle Bin 168 sidebar column 59 using the tag sidebar component 175 hover details 121 226 Index how search works 115 117 Idea fields se
255. oritizes records that contain unique terms under the assumption that uniqueness increases the likelihood of a relevant match Location Prioritizes records with the search term in the name title or subject type fields Proximity Prioritizes records with the search terms closer together with few or no intervening words Records that contain the same sequence of terms are prioritized higher Similarly if a single alphanumeric string is indexed with multiple tokens exact matches are prioritized over matches with intervening words 162 Learn Salesforce Basics Search Results Ownership Prioritizes records that you own Length Normalizes the number of instances of a term in a record so that longer documents aren t given undue priority over shorter ones This boost applies to Salesforce Knowledge records only Record Activity Prioritizes records frequently viewed or edited and records having more associated records such as related lists The creation date of the data doesn t affect result priority User Activity Prioritizes records that you recently edited or viewed Access Returns only the records that you have access to view Why do different users see different results Searches are configured for the user who performs the search including e Access permissions are based on the users profiles If you don t have access to a record but someone else does it appears for them but not you e Record ownership boosts records in
256. orting Your Accounts and Contacts Part 1 Exporting Your Data In this video we ll walk you through how to import Account and Contact data using the Data Import Wizard Once you have your data in a csv file you can use the wizard to import it and map fields Vv wa Importing Your Accounts and Contacts Part 2 Importing Your Data SEE ALSO Tip Sheets and Implementation Guides 218 Learn Salesforce Basics Get More Done Faster with Walkthroughs Get More Done Faster with Walkthroughs Interactive walkthroughs guide you step by step through a task or feature Salesforce creates walkthroughs to help you be successful with Salesforce Before you click a walkthrough link make sure you have the correct user permissions and license associated with the feature so you can access the proper pages in Salesforce Then click the link to open the walkthrough If you re not already logged in you ll be prompted to log into your account EDITIONS Available in All Editions The walkthrough guides you through a series of steps to help you complete a task or review a feature directly within your own Salesforce account Note Keep in mind that walkthroughs guide you through your own Salesforce account rather than a demo environment So you re actually making changes to the data in your org as you follow along through the steps If you re concerned about making these changes follow the walkthrough in a sandbox account or other test enviro
257. our username and the key displayed when you click Can t Scan the QR Code into the app 6 Enter the code generated by the authenticator app into the Verification Code field in Salesforce The authenticator app generates a new verification code periodically Enter the current code 7 Click Connect SEE ALSO Activate Your Computer Find Your Personal Settings Edit Your Personal Information 1 From your personal settings enter Advanced User Details inthe Quick Find EDITIONS box then select Advanced User Details No results Enter Personal Information in the Quick Find box then select Personal Information Available in Salesforce 2 To make changes click Edit Classic and Lightning Experience If you change your email address a confirmation message is sent to the new address Click the P linkin the message for the new email address to take effect This process ensures system security The available personal setup options vary 3 Save your changes according to which Salesforce Edition you have SEE ALSO Change Your Password Setting Up Your Chatter Profile Find Your Personal Settings 3 Learn Salesforce Basics Change Your Password Change or reset your password for better security even if you ve forgotten your current password To protect the privacy of your data change your password periodically If your administrator expires user passwords on a periodic basis you re prompted to change your password at the end o
258. p quickly EDITIONS Salesforce is a valuable tool learning the interface and where it stores your info will help you make the most of your experience Available in Salesforce Classic 1 Understand how Salesforce organizes your info Available in all editions 2 Understand Salesforce pages 19 Learn Salesforce Basics Getting Around in Salesforce 3 Understand your Home tab 4 Navigate object home pages 5 Find the setup menu SEE ALSO Getting Started as a New User Getting Started with Your Records Understanding How Salesforce Organizes Your Information Salesforce groups your data into logical categories called objects An object is a collection of fields named for the kind of information those fields capture Commonly used Salesforce objects include Contacts Accounts Cases and Reports For example the Contacts object contains fields with information describing the people you do business with such as their first names last names phone numbers business titles and the companies they work for There are two types of Salesforce objects e Standard objects are included with the Salesforce license your company purchases These are the most commonly used objects e Custom objects are created to meet your company s business needs Your organization s administrator can customize standard objects or create custom objects to support the type of work your company does or the industry you re in For example your
259. pansion Pack or Unlimited Apps Pack If your organization needs higher app limits than what the pack provides we recommend upgrading your organization s edition To add Expansion Pack or Unlimited Apps Pack units contact your Salesforce representative Salesforce Mobile Products Overview Salesforce provides several mobile apps to keep you connected and productive no matter where you are Product Description Supported Salesforce Supported Mobile Offline Support Editions Devices Salesforce Free for customers using Yes for viewing data Access and update e Android phones Salesforce datafroman Contact Manager e Android tablets interface that s optimized Edition mobile browser app for navigating and only Learn Salesforce Basics Product SalesforceA Description working on your touchscreen mobile device You can view edit and create records manage your activities view your dashboards and reports and use Chatter Salesforce1 supports many standard objects and list views all of your organization s custom objects the integration of other mobile apps and many of your organization s Salesforce customizations including Visualforce tabs and pages Manage users and view information for Salesforce organizations from your smartphone Deactivate or freeze users reset passwords unlock users edit user details and assign permission sets This app is restricted to users with the Manage Users
260. pes are transported to an off site fireproof vault twice a month In addition the facility that stores our servers is architecturally designed to withstand catastrophic events and earthquakes up to 8 0 on the Richter scale How can be assured my data will be kept private We are committed to keeping your data private and secure For a greater understanding of the legal obligations Salesforce adheres to regarding data privacy refer to the Privacy Statement as well as the Terms of Use agreement You can view both items by clicking the relevant link below the copyright at the bottom of any page Can automatically back up my data in Salesforce Yes weekly export service provides you with csv files of all objects and attachments within Salesforce You can set up this service to automatically perform a data export each week Does Salesforce use my data for internal purposes No As outlined in the Privacy Statement Salesforce does not review share distribute print or reference your data except as provided in the Salesforce Terms of Use or as may be required by law For exact information refer to the Privacy Statement as well as the Terms of Use agreement You can view both items by clicking their links below the copyright at the bottom of any page What happens when the system goes down Salesforce builds redundancy into all systems to minimize system failures that could be perceived as customer outages All components are proactiv
261. prise e Performance You don t need to enter leading Zeros e Unlimited e Developer Description Y va Subject Y V v Web Company Y va v of person who submitted the case online Web Email of Y Y Pd person who submitted the case online Web Name of 7 i 7 person who submitted the case online Web Phone of 7 Y Td person who submitted the case online All custom Y S vA auto number fields and custom 129 Learn Salesforce Basics Search Searchable Fields Sidebar Search Advanced Search Standard Lookup Global Search Search fields that are set as an external ID You don t need to enter leading zeros All custom fields of type Y v text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Chatter Feed To find information in a feed use global search or feed search Neither sidebar search nor advanced DIONS search are designed to find information in Chatter feeds Note Global search and feed search return matches for file or link names shared in posts Available in Salesforce but not in comments Classic Available in Searchable Sidebar Search Advanced Global Search Feed Search e Group Fields Search e Professional ah e Enterprise Cues asia v v e Performance Nane lsa e Unlimited usethame e Contact Manager Comment e Developer Body Commenter Y w Name File Name v4 Y Group Name Y Y
262. r 11 Release Notes e Summer 10 Release Notes e Spring 10 Release Notes e Winter 10 Release Notes e Summer 09 Release Notes e Spring 09 Release Notes e Winter 09 Release Notes e Summer 08 Release Notes e Spring 08 Release Notes e Winter 08 Release Notes e Summer 07 Release Notes e Spring 07 Release Notes e Force com Mobile 7 0 for BlackBerry Release Notes e Force com Mobile 6 1 for Windows Mobile 5 Release Notes e Winter 07 Release Notes e Summer 06 Release Notes e Winter 06 Release Notes e Force com Mobile 6 0 Release Notes e Summer 05 Release Notes e Winter 05 Release Notes e Summer 04 Release Notes Salesforce Overview Welcome to the award winning cloud computing service designed to help you 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 or apps 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 c
263. r user Note The special picklists you can view are only those that are visible in your page layout and field level security settings Sort Report Results Sort a report by the data in a particular column by clicking that column s heading Clicking a column EDITIONS header sorts data according to that column s ascending order text is sorted from A to Z numerical data is sorted from lowest to highest and time date data is sorted from earliest to latest Available in both Salesforce e To reverse the sort order click the column heading a second time Classic and Lightning e Ifthe floating report header is enabled for your organization sort behavior is slightly different Experience When users sort data by clicking a floating report heading the report refreshes and redirects Available in All editions users to the beginning of report results except Database com e Ina report with multiple grouping levels you can sort by the summary value that defines each grouping USER PERMISSIONS For example take an Opportunities report that s grouped by type of business Each Type grouping is in turn grouped by Stage and each Stage grouping is grouped by Lead Source Now youcan sort the Type groupings by amount the Stage grouping by stage andthe Lead Source grouping by record count To sort report results e Run Reports Grouped By Type Stage Lead Source Sorted By Sum of Amount t gt Stage t v gt Record Count t
264. ration Guide e Analytics Cloud External Data API Developer s Guide e Analytics Cloud External Data Format Reference e Analytics Cloud SAQL Reference e Analytics Cloud Dashboard JSON Reference e Wave Analytics Extended Metadata XMD Reference For Administrators The following documents apply to administrators Mobile Administration e Salesforce1 Mobile App Admin Guide e Salesforce Classic Mobile Implementation Guide Sales Administration e Get Started with Sales Cloud e Enhance Your Sales Cloud Implementation e Enterprise Territory Management Implementation Guide e Team Selling Implementation Guide e Setting Up Shared Calendaring e Implementing Person Accounts e Collaborative Forecasts Implementation Guide e Setting Up Customizable Forecasting e Customizable Forecasting FAQ e Salesforce CRM Content Implementation Guide e Administering Salesforce Desktop Clients e Helping Users Sync Contacts and Events with Exchange Sync Beta e Getting Started with Relationship Groups e Getting Started with Assets 202 Learn Salesforce Basics Work com Implementation Guide Tip Sheets and Implementation Guides Deploying Territory Management This version of Territory Management precedes Enterprise Territory Management Support Administration Service Communities Guide Salesforce Console Implementation Guide Setting Up Customer Support Case Management Implementation Guide Solutions Implementation Guide Getting Started
265. rce Here are some guidelines to help you out A eer Create notes by tapping in the action bar e Enterprise e Add bulleted and numbered lists to notes using the icons in the Notes toolbar oo e Unlimite e Relate notes to multiple records by tapping Relate Records To change the related records Developer tap the names of the related records 3 e Create a task by swiping a line in a note Alternatively tap on a line or highlight some text and then tap y in the toolbar e Work with related tasks directly from a note e View and search all their notes by selecting Notes in the Salesforce1 navigation menu e Ifyou or your administrator has added the Notes related list to object page layouts you can Quickly access related notes directly from records instead of having to switch away to the navigation menu to open the Notes item Create notes from the related list What s the Difference Between Notes and the Old Note Taking Tool Notes is an enhanced version of the original Salesforce note taking tool With Notes you can get EDITIONS a number of features that help you take better notes faster and increase productivity Available in Salesforce Notes vs the Old Note Taking Tool Classic and Lightning Experience Feature Notes Old Note Taking Tool Available in e Contact Manager Add notes to records e Group Use the Notes related list to e Professional manage notes e Enterprise e Performance Use the Notes amp Attachme
266. rch types EDITIONS Available in Salesforce Classic The types of records you can search vary according to the edition you have e By default enhanced lookups query a limited set of fields known as Name fields for each object If your search for a record returns a large number of matches such as a contact with a widely used name you can instead query all searchable fields for that record to narrow your results If available in the enhanced lookup search dialog select All Fields and enter other search terms unique to the record such as the contact s email address e You can t search encrypted formula and lookup fields e You can t find some objects with sidebar search or advanced search Use global search or the search on the object s tab to find Articles 123 Learn Salesforce Basics Search Chatter groups files topics and people Salesforce CRM Content Documents Price books Products Solutions Note When you search for a value in a field that s hidden from you by field level security your results include the record that contains the field However you can t see the field This table shows the types of search supported for each object Follow the links to see the list of searchable fields for each object Object Sidebar Search Advanced Search Standard Lookup Enhanced Lookup Global Search Search Search Asset Y v v Attachment W Y va Business Account Y A v v v Campaign Y va v v Calen
267. rd Type Record types determine the picklist values that are available when you create or edit a record When creating a record you can choose the record type if you have different record types available and if you have not set your record type preferences to bypass the record type selection page Note If your organization uses person accounts your administrator has configured two different kinds of record types for your organization s accounts one for business accounts and another for person accounts You can change an account s record type only to another record type of the same kind For example you cannot change a person account record type to one designated for business accounts Editing Record Fields With the Inline Editor Many Salesforce objects including custom objects offer the convenience of inline editing for records Tip Notall fields on all objects can be edited inline To find out whether a field supports inline editing hover over it and look for a pencil icon 3 1 Within a record you re creating or editing double click within the field you want to define or edit If the field offers Lookup to help you find the value you want you ll see a magnifying glass icon X 2 Enter your text in the field or use Lookup to find the value you want Click the undo icon or delete your entry if you need to 3 Click Save Guidelines for Editing Records with the Inline Editor Tips for Saving Inline Edits e
268. reate solutions for your unique business requirements without any programming experience Salesforce Overview EDITIONS Available in Salesforce Classic Your Salesforce edition determines which features and functionality you can access To find out which edition you re using look at the browser tab or title Learn Salesforce Basics Key Concepts and Terms Database com Database com is a multitenant cloud database service that s designed to store data for mobile social enterprise 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 enable you to create employee facing native mobile and social apps AppExchange AppExchange is a marketplace featuring hundreds of cloud applications created by Salesforce 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 Salesforce com Community Salesforce provides training support consulting events best practices and discussion boards to help you be successful Visit Salesforce com Community Key Concepts and Terms As you re getting up to speed with Salesforce it s helpful to learn some key concepts and terms DONS They ll come up frequently as
269. record from any list views using that topic as a filter If Chatter is enabled the record is also removed from the Records tab of the topic detail page Tags Tags Overview Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way Use tags to group records from various objects by a common theme or use and then use those tags in search to make finding information fast and intuitive For example if you met a number of contacts and leads at a conference you might tag them all with the phrase User Conference 2011 You could then search for the User Conference 2011 tag and click that tag in search results to retrieve those records Salesforce supports two types of tags e Personal tags are private Only you can view any personal tags that you add to a record Tags EDITIONS Available in Salesforce Classic Available in all editions USER PERMISSIONS To remove topics from a record e Read and Edit on the record AND Assign Topics EDITIONS Available in Salesforce Classic Available in All Editions except Database com e Public tags are shared among all users in an organization Any user with access to the record can view the public tags that you add Administrators can enable personal and public tags for accounts activities assets campaigns cases contacts contracts dashboards documents events leads no
270. rements 185 using 187 Salesforce1 mobile browser app user guide 201 SAQL 202 search 117 Sea Sea Sea Sec rch Chatter 178 rch terms 115 rching Chatter 178 ds searched 123 how it works 113 lookup dialog 119 results 162 tags 174 ions 20 57 r a security 202 Sec Sec Sec D urity implementation guide 204 secure personal data 13 urity Guide 202 urity question resetting by user 32 Security token reset 220 Self Service implementation guide 203 Self Service portal tip sheet for administrators 203 self service user search 154 Service Communities implementation guide 203 Service contract fields searched 155 set up 202 Setup navigating to 24 personal information 19 31 Quick Find 24 Setup Guide 202 Sidebar overview 59 ags 172 Single sign on implementation guide 204 Sites implementa Small Business implementation guide 202 Social Customer Service implementation guide 203 SoftPhones ip sheet 201 Software as a Service 3 Solution fields searched 156 Solutions implementation guide 203 ip sheet 201 jon guide 205 SOS implemen spell checker 91 spelling 91 State and coun implemen Support grant login access 221 Syncing contacts with Salesforce 200 202 events with Salesforce 200 202 Exchange with Salesforce 200 202 ation guide 203 try picklists ation guide 204 230 Index Syncing continued Outlook with Salesforce 200
271. res are only available through the API These are Classic noted where they appear Available in Administration e Database com e Audit Trail e Company Information e Delegated Administrator and Login As e Enhanced Profile Management Learn Salesforce Basics Field Level Security Login History ass Transfers New Profile UI Permission Sets Profiles Apex Libraries are available only for features supported in Database com API e API Clients Bulk API Data Loader Metadata API Chatter REST API Web Services API Data Replication Web Services API Reads Web Services API Writes Application Lifecycle Management Chatter Change Sets Ability to stop following records that you own in Chatter At Mentions API only Chatter Activity and Influence Customize Chatter settings Feed Tracking Feeds Files API only Group Layouts Group Trigger and Group Member Triggers Groups Hashtags and Topics Quick Actions Rich Link Previews in Feed Triggers for Feed Comments and Feed Items Content Custom Settings Customer Domains Data Ability to mass transfer records of custom objects Data Loader Editions Learn Salesforce Basics Editions Declarative App Builder and Custom Schema Custom Objects and Fields e Force com e Formula Fields e Rich Text Area e Roll up Summary Fields e Validation Rules Developer Tools e Force com IDE Divisions Enhanced Profile User Interface e Enabli
272. results If you own the record it appears higher in the search results e View or edit record history boosts records in results If you recently viewed or edited a record the record is prioritized higher in the search than someone else viewing it for the first time e Object history boosts records in results Records from object types that you use more frequently have higher priority in your search results How Do Refine Search Results Use these guidelines to quickly find records on the search result page EDITIONS IN THIS SECTION Available in both Salesforce How Do Refine Search Results in Salesforce Classic Classicand Lightning Experience Use our guidelines for sorting and filtering your results to quickly find records Available in all editions How Do Refine Search Results in Lightning Experience Use our guidelines for navigating the search results page to quickly find records How Do Refine Search Results in Salesforce Classic Use our guidelines for sorting and filtering your results to quickly find records EDITIONS When you use the global search bar you search through all objects and multiple fields types including custom and long text fields within a record If you enter multiple terms results containing Available in Salesforce all the search terms are returned which can be a lot of records Here are some strategies to find Classic the record that you re looking for after performing a full search Available in
273. rnet Explorer use the Backspace key as a keyboard shortcut for the browser s Back button When you press the Backspace key and your cursor is not within a text field the browser goes back to the previous page making it appear that your data has been lost To retrieve your data and return to the page you were working on click your browser s Forward button Can I change or delete the drop down list of entries that appears when edit a text field No These auto complete entries that appear when you are editing certain text fields are a feature of Internet Explorer The browser remembers text you have entered previously and provides a list of those entries for you to automatically complete the field If you would like to turn this feature off click Tools on your browser s menu bar select Internet Options click the Content tab and then choose the AutoComplete button to change your browser s settings Navigate Salesforce Open a Different App Not finding the feature you need to use Maybe it s in another app Check out the drop down menu EDITIONS to see all the apps available to you and select the one you need To use features available in a different Salesforce app than the one you have open you need to Available in Lightning open the other app Other apps include the Salesforce Marketing app the Call Center app and any Experience and Salesforce custom apps for your organization Classic Your organization may also use connected apps Conne
274. rns items with Available in Salesforce bob jones bobby jones or bob johnson You can also explicitly use an asterisk wildcard in your Classic search string Available in All Editions For enhanced lookups in particular the wildcard can t be the first character in the search term or phrase and search results may include more records than you expect if your search terms contain a combination of letters numbers and special characters If you enter a value in the lookup text box and save the record without clicking the lookup icon amp Salesforce automatically performs a standard lookup search If it finds an exact match it saves that value to the lookup field even if it finds other partial matches If it doesn t find an exact match and finds one or more partial matches Salesforce requires you to select a value from a drop down list of matches If no results match the text you entered an error displays instead To search for contacts leads users or other individuals that include spaces inthe First Name or Last Name fields enter quotes around the terms For example to search for someone with the last name von hausen enter von hausen In organizations where the Salesforce Customer Portal or partner portal is enabled you can filter the results that appear on the user lookup dialog by selecting either a queue or group of users from the Owner or Assigned To drop down list 120 Learn Salesforce Basics Search e If yo
275. rry World account to download apps on your BlackBerry but you can create an account from your device if you don t already have one To install Salesforce Classic Mobile from BlackBerry World 1 Select the BlackBerry World icon If you can t find the icon on your device you might need to download BlackBerry World BlackBerry World can t run on all BlackBerry smartphones so be sure to review Research in Motion s system requirements before trying to install BlackBerry World on your device Select the Search icon Enter salesforce inthe Search field In the search results select Salesforce Classic Mobile Click Download ON Pe WN After the installation completes select OK 194 Learn Salesforce Basics Get Started With Salesforce Classic 7 When prompted whether to permit the app to access the phone select Allow 8 When prompted whether to permit the app to access tp mobile salesforce com select Yes 9 Close BlackBerry World 10 Select the app icon which resides on the home page of your device or in the Applications folder On newer phones the icon may be in the Downloads folder 11 The first time you launch the Salesforce Classic Mobile app on your device you must activate the app for your device by logging in and downloading data Verify that your device is connected to a network a Read the license agreement and select I Accept b Enter your Salesforce username and password Because many passwords contain
276. rs are eligible for certain kinds of support This video covers Entitlement Management Milestones Entitlement Processes Entitlements and Service Contracts How to Merge Contacts in Salesforce Learn how you can merge duplicate contact records in Salesforce Exchange Sync Videos ua Set Up an Exchange Sync Service Account from the Exchange Admin Center Shows your Exchange administrator how to set up your company s server to sync your sales reps contacts and events using Exchange Sync This video demonstrates how to navigate set up using the Microsoft Exchange admin center ua Set Up an Exchange Sync Service Account at the Command Line Shows your Exchange administrator how to set up your company s server to sync your sales reps contacts and events using Exchange Sync This video demonstrates how to set up Microsoft Exchange for Exchange Sync using Microsoft Exchange Management Shell Salesforce for Outlook Videos rm Getting Ready to Integrate Microsoft Outlook and Salesforce Ifyou want to sync contacts events and tasks between Microsoft Outlook and Salesforce as well as add emails and events to Salesforce records you ll use Salesforce for Outlook Learn how to download and install it wa Learning about Sync Directions Learn how to view your sync direction settings in Salesforce for Outlook and find out whether you have permissions to change them a Using the Salesforce Side Panel to
277. rsonal Settings 32 EDITIONS Available in Both Salesforce Classic and Lightning Experience Available in all editions Learn Salesforce Basics Edit Your Language and Locale Settings 1 From your personal settings enter Time Zone inthe Quick Find box then select Language and Time Zone No results Enter Personal Information inthe Quick Find box then select Personal Information 2 Specify these settings as needed e For Time Zone select your primary time zone e Fo Locale select your country or geographic region e For Language select your primary language All text and online help appears in the language you select Edit Your Language and Locale Settings EDITIONS Available in Salesforce Classic Available in All editions except Database com e For Email Encoding select the character set and encoding option for email that you send from Salesforce 3 Click Save SEE ALSO Find Your Personal Settings Edit Email Settings To alter email settings that apply to all outbound emails you send from within the application 1 From your personal settings enter My Email Settings inthe Quick Find box then select My Email Settings 2 Make your changes Note In Personal and Developer Editions a Salesforce specific tag line is added below your personal signature on all outbound emails SEE ALSO Find Your Personal Settings Set Record Type Preferences Set an option
278. ry standard and custom object In Salesforce Classic create customized list views to display records that meet your own criteria In Lightning Experience scroll through preconfigured views and list views you created in Salesforce Classic and use list view charts to see a graphical display of your list view data IN THIS SECTION Create a List View Create a list view to see a specific set of records You can create and save views for opportunities contacts leads and other standard and custom objects You determine which records display by setting filters All records that meet your filter criteria appear in your list view Edit List View Filters Refine or update your list views to make sure that you re seeing the most relevant records To change which records display in a list view edit the list view filters Sort List Views Lots of objects let you view records in lists also called list views If your list is long you can sort the records by one of the field columns For example you can sort the All Accounts list view by the Account Name field column Billing State Province field column and others You can also sort custom list views Sorting is alohanumeric Print a List View in Salesforce Classic Delete a List View Delete a list view when you no longer need it to keep your workspace up to date Relative Date Values for Filter Criteria When you create a list view that includes a filter for a range of dates suchas Create D
279. s except Database com EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Searchable Fields Sidebar Search All custom fields of type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Reward Fund Type Searchable Fields Sidebar Search Advanced Search Name Y v All custom Y A auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of Y type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Self Service User Self service users support only standard lookup searches Searchable Fields Sidebar Search Advanced Search Standard Lookup Search First Name va Last Name vA SEE ALSO Searchable Fields by Object in Salesforce Classic 154 Advanced Search v Global Search Global Search Search Global Search v EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in all editions Learn Salesforce Basics Searchable Fields Service Contract Searchable Fields Sidebar Search Contrac
280. s enabled home page hover links for events hover your mouse over the subject of an event to display the details of the event in an interactive overlay Alternatively click the subject of an event to open the detail page of that event e Click the Requested Meetings subtab to view meetings you have requested but not confirmed This tab displays a maximum of 100 requested meetings Click the subject of the meeting to open its detail page where you can cancel and reschedule the meeting The Responses column shows the number of invitees that have responded to your meeting request Once you confirm a meeting it appears on the Scheduled Meetings subtab 63 Learn Salesforce Basics Viewing Custom Links on the Home Tab If the Requested Meetings subtab doesn t appear ask your Salesforce administrator to add it to the Calendar section e View a small calendar of the current month To change which month appears click 0 and F e Navigate to different views of your calendar and click the icons underneath the small monthly calendar as appropriate Viewing Custom Links on the Home Tab This section appears on the Home tab depending on your customized home page layout The Custom Links section of the Home tab contains links to websites or Salesforce pages that are useful for everyone in your organization Your administrator sets which links appear in this section Viewing Messages and Alerts The Messages and Alerts section of the
281. s page This situation occurs if you tagged a record and then lost permission to view it because of a change in sharing or if a record that you don t have access to has one or more public tags e Search results and the Tags page don t display custom objects without an associated tab even if tags are enabled for the custom object You can customize columns and filter the search results Searching Tags Enter terms in the Search Tags text box and click Search Only tags that meet your search criteria are listed in the tag browsing area You can then click any tag to view records associated with that tag Search strings must include at least two characters and can include wildcards and operators The most recent search result is saved in the tag browsing area next to the alphabet at the top of the page Click the search string to return to your results 174 Learn Salesforce Basics Collaborate Within Salesforce Renaming and Deleting Tags e Torename a tag hover over the tag and select Rename from the drop down list that appears around the tag Enter a new name for the tag in the text box that appears and click Save e To delete a tag hover over the tag and select Delete from the drop down list that appears around the tag The tag is removed from every record in your organization and is placed in the Recycle Bin If you restore a tag from the Recycle Bin it is automatically reassociated with the records from which it was removed
282. scal quarter and continues through the end of the last day of the current fiscal quarter The fiscal quarter is defined on the Fiscal Year page in Setup NEXT FISCAL QUARTER Starts at 12 00 00 AM on the first day of the fiscal quarter after the current fiscal quarter and continues through the last day of that fiscal quarter The range does not include the current quarter The fiscal quarter is defined on the Fiscal Year page in Setup LAST n FISCAL QUARTERS Starts at 12 00 00 AM on the first day of the fiscal quarter n fiscal quarters ago and continues through the end of the last day of the previous fiscal quarter The range 83 Learn Salesforce Basics Relative Date Value NEXT n FISCAL QUARTERS n FISCAL QUARTERS AGO LAST FISCAL YEAR THIS FISCAL YEAR NEXT FISCAL YEAR LAST n FISCAL YEARS NEXT n FISCAL YEARS n FISCAL YEARS AGO View and Share Records Range does not include the current fiscal quarter The fiscal quarter is defined on the Fiscal Year page in Setup Starts at 12 00 00 AM on the first day of the fiscal quarter after the current fiscal quarter and continues through the end of the last day of the nth fiscal quarter The range does not include the current fiscal quarter The fiscal quarter is defined on the Fiscal Year page in Setup Starts at 12 00 00 AM on the first day of the fiscal quarter n fiscal quarters before the current fiscal quarter and continues through the end of the last
283. searches You can also hide and organize the columns that are displayed in the results window Note In addition to user controlled filters administrators can create lookup filters on fields that are in a lookup master detail or hierarchical relationship to limit the valid values in lookup dialog results for the field e Enhanced lookups return all records that match your search criteria and allow you to page through large sets of search results Note Salesforce only returns matches for a custom object if your administrator has associated a custom tab with it You don t have to add the tab for display When you perform a blank lookup a list of all recently used records displays Search results vary for some object types For standard lookups of products and queues the dialog shows an alphabetical listing of the first 50 records For standard lookups of campaigns the dialog shows the first 100 active campaigns For the asset standard lookup on a case the dialog shows all the assets tied to the contact on the case if any For standard or enhanced lookups of users the dialog shows a list of recently accessed user records from across your organization Tips for Using Standard and Enhanced Lookups Consider these tips when using standard and enhanced lookups EDITIONS In standard lookup searches a wildcard is automatically appended to each of your search terms For example a search for bob jo is really a search for bob jo and retu
284. ser plug ins and extensions can interfere with the functionality of Chatter If you experience malfunctions or inconsistent behavior with Chatter disable the Web browser s plug ins and extensions and try again Some features in Salesforce and some desktop clients toolkits and adapters have their own browser requirements For example e Internet Explorer is the only supported browser for Standard mail merge Installing Salesforce Classic Mobile on a Windows Mobile device 35 Learn Salesforce Basics Browsers Connect Offline e For the best experience with the enhanced page layout editor use Firefox e For the best experience on machines with 8 GB of RAM in the Salesforce console use Chrome e Browser requirements also apply for uploading multiple files on Chatter Supported Browsers for Lightning Experience Lightning Experience is supported with Microsoft Internet Explorer version 11 Apple Safari EDITIONS version 8 x on Mac OS X The most recent stable versions of Mozilla Firefox and Google Chrome are also supported If you re using Microsoft Internet Explorer versions 7 10 you re redirected to Salesforce Classic The following limitations apply Lightning Experience available in Group You can t access Lightning Experience in a mobile browser Instead we recommend using the Professional Enterprise Salesforce1 app when you re working on a mobile device For a list of supported mobile brows
285. ship of certain related records Transferring ownership of a single record you own Click Change Owner on the record s detail page For more information see Changing Ownership and Transfer of Associated Items Transferring ownership of multiple cases leads or custom object records that you own Click the object s tab and view a list view Select the records to be transferred and click Change Owner Transferring ownership of multiple records owned by other users Use the Mass Transfer feature For more information about using Mass Transfer and which related records are transferred see Mass Transferring Records Transferring record ownership using workflow rules When a record owner is changed by a workflow rule Salesforce does not change the ownership of any related records How do print Salesforce records To print the details of a Salesforce record 1 Click the Printable View link located in the upper right corner of most detail pages A new browser window opens with the record displayed in a simple print ready format 2 Optionally collapse and expand individual sections in the printable view by clicking the triangles next to the section headings 105 Learn Salesforce Basics Monitor and Analyze Your Data 3 Optionally click Expand All or Collapse All to show or hide all of the collapsible sections on the page Related lists such as the list of opportunities related to an account are not collapsible 4 Click Print Th
286. sily recognizes and stores them in an index How Is Search Different Between Lightning Experience Salesforce Classic and Salesforce 1 Global search in the full Salesforce site whether Lightning Experience or Salesforce Classic and Salesforce1 mobile app uses the same search index so you re always searching the same data You see the same set of recently accessed records in instant results and search results are influenced by the same search scope the list of objects you use the most But remember that some standard objects aren t available in Salesforce1 and Lightning Experience so you won t always see the exact same search results And the global search interface is different between all of these experiences so there are visual and navigational differences to consider How Do Search in Lookup Fields Use lookup dialog search to associate two records together Which Fields Are Searchable Salesforce searches a unique set of fields for each object How Does Search Break Up Information Each time you create a new record the search engine breaks up the searchable information into pieces it easily recognizes and stores them in an index The search engine breaks down searchable text into smaller pieces called tokens and stores them Available in both Salesforce in the search index When you search the search engine breaks down your search terms into tokens Classic and Lightning so it can find matching tokens in the index It returns th
287. siness accounts and person accounts If you work with both types of accounts leave the box blank SEE ALSO Find Your Personal Settings Get Set up for the Way You Work Browsers Supported Browsers Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience e Supported Browsers for Salesforce Classic e Supported Browsers for Lightning Experience Supported Browsers for Salesforce Classic Salesforce Classic is supported with Microsoft Internet Explorer versions 9 10 and 11 and Apple DIONS Safari versions 5 x 6 x and 7 x on Mac OS X The most recent stable versions of Mozilla Firefox and Google Chrome are also supported The following limitations apply salesforce Classicavallable Note Salesforce Classic support for Microsoft Internet Explorer versions 7 and 8 is in All Editions discontinued as of Summer 15 Using Salesforce Classic in a mobile browser isn t supported Instead we recommend using the Salesforcel app when you re working on a mobile device To see the mobile browsers that are supported for Salesforce1 check out Requirements for the Salesforce1 Mobile App on page 185 Microsoft Internet Explorer versions 9 10 and 11 If you use Internet Explorer we recommend using the latest version that Salesforce supports Apply all Microsoft software updates Note these restrictions e The full Salesforce site is not supported in Internet Exp
288. sional Unlimited Performance and Developer Edition users with mobile licenses run the full version of Salesforce Classic Mobile Any Salesforce user who doesn t have a mobile license can download a free restricted version of Salesforce Classic Mobile 6 Enter your iTunes Store account and password and tap OK 7 The first time you launch Salesforce Classic Mobile you must activate the app for your device by logging in and downloading data Verify that your device is connected to a network Tap the Salesforce icon on the Home screen a b Tap Accept p On the activation screen enter your Salesforce username and password d Tap Activate 195 Learn Salesforce Basics Get Started With Salesforce Classic Warning Ifthe application closes or the device locks during the activation process the iPhone operating system pauses the download process but it will resume the next time you open the app Depending on your organization s setup you might need to set up a passcode before accessing the app SEE ALSO Salesforce Classic Implementation Guide Salesforce Classic User Guide for BlackBerry Salesforce Classic User Guide for iPhone Salesforce Mobile Products Overview Salesforce Classic Mobile Overview Downloading Salesforce Classic Mobile Over the Air from Salesforce The BlackBerry World is the preferred place for downloading the Salesforce Classic Mobile app because users are automatically notified as upgrades
289. skip link the first keyboard focusable link on each page allows you to shift the focus to the start of the main content area This generally bypasses the navigational menus before the main content area greatly reducing the number of tab presses that would otherwise be required to reach the main content area of the page e Keyboard focus is placed inside of dialog boxes when they open and will remain locked there until the dialog is closed e Onedit pages the keyboard focus defaults to the first editable field on the page When creating or editing a task or event the keyboard focus defaults to the Subject field regardless of its location on the page e Buttons links and fields that aren t currently active are labeled with a disabled attribute For example when using a wizard with multiple steps some buttons may be disabled until you select a specific option In addition we recommend you enable these personalized web settings in your screen reader e Set pages to refresh automatically e Turn on live region update announcements e Set text links to show titles This setting ensures the screen reader announces information provided through a link s title attribute such as a warning that a new window will open e Set headings to announce Headings and Levels Heading markup is used to provide context as well as navigation e Addcommon signs such the at sign for mentioning people in Chatter posts and comments to your screen reader
290. special characters that are difficult to enter on the device the Show Password checkbox is selected by default To protect your password you can deselect the option c Select Activate After your username and password are confirmed by Salesforce the data downloads The initial data download may last a few minutes Future updates to the data occur automatically Depending on your organization s setup you might need to set up a passcode before accessing the app Note If you re unable to download the Salesforce Classic Mobile app from BlackBerry World you can install the app over the air directly from Salesforce instead iPhone Installation Salesforce Classic Mobile is available for download from Apple s App Store To use the App Store your iPhone or iPod touch must be connected to the network You also need an iTunes Store account to download applications If you don t already have an iTunes Store account open iTunes on your computer and select Store gt Account to set one up To install Salesforce Classic Mobile from the App Store 1 From the Home screen of your iPhone or iPod touch select the App Store icon Tap Search Tap within the Search field to open the keyboard Type sales force 2 3 4 Select Salesforce Classic Mobile in the list of search results to view information about the application 5 Tap Free and then tap Install Note There s no charge to download the app from the App Store Enterprise Profes
291. ss filters 200 ip sheet dashboard filters 200 ip sheet dashboards 200 ip sheet dynamic dashboards 200 ip sheet joined report format 200 ip sheet overview 200 ip sheet performance 200 ip sheet reports tab 200 ip sheet sample dashboards 200 ip sheet scheduling reports 200 ip sheet summary functions 200 user guide report builder 200 workbook 200 Analytics Cloud Dashboard JSON Reference 202 Extended Metadata XMD Reference 202 External Data API Developer s Guide 202 External Data Format Reference 202 SAQL Reference 202 Analytics Cloud Dashboard JSON Reference 202 Analytics Cloud External Data API Developer s Guide 202 Analytics Cloud External Data Format Reference 202 Analytics Cloud SAQL Reference 202 Answers implementation guide 203 API External Data API 202 app 3 Approval processes examples guide 204 tip sheet for administrators 204 Apps App Launcher 54 opening 23 53 54 56 Article fields searched 142 Asse fields searched 126 131 137 141 144 145 147 149 152 135 Assets ip sheet for administrators 202 Assistant Lightning Experience 65 assistant 65 Attachment fields searched 126 Attachments adding 100 deleting 103 fields 102 viewing and editing 101 auto completion 121 B Base theme tip sheet for administrators 203 Browsers Firefox settings 38 Internet Explorer settings 37 limited support 34 36 recommendations 34 36 requirements 34 36 settings 34 36 supported versions
292. ss these through your interface This might happen Available in both Salesforce for several reasons e You may need to adjust your custom page views or install external apps to enable the feature e Your permissions and access settings for some features are limited Classic and Lightning Experience Available in All editions e Your company customized Salesforce so that some standard objects and fields have different names or created their own custom objects and fields e The feature you re looking for isn t offered in the Salesforce edition or the Salesforce experience that your company uses SEE ALSO Get to Know Your Salesforce Admin Get to Know Your Salesforce Admin Your Salesforce administrator or admin as you may choose to call them is a Salesforce user with system administration duties and other super powers Admins are responsible for setting up Salesforce for thei have a special profile which lets them add users and specify what they can s r organizations and making sure it runs smoothly Admins ee and do in Salesforce Admins can make everyone more productive by creating custom Salesforce objects workflows validation rules reports and more Admins are planners problem solvers and heroes All Salesforce organizations have at least one administrator but larger ones may have more Your administrator s role can be as simple or as complex as your company s size and structure In smaller organi
293. ssic Mobile app for Apple products is subject to certain limitations e Third parties including but not limited to Apple Inc and your network connectivity provider may at any time restrict interrupt or prevent use of Salesforce Classic Mobile for the iPhone and iPod touch devices or delete the Salesforce Classic Mobile app from iPhone or iPod touch devices or require Salesforce to do or other compensation from such third party or Salesforc any of the foregoing without entitling the customer to any refund credit e e Service level agreements don t apply to the Salesforce Classic Mobile for iPhone product Additional limitations are described in the Order Form Supplement for Salesforce Classic Mobile for of the Salesforce Classic Mobile for iPhone product SEE ALSO Salesforce Mobile Products Overview Salesforce Classic Mobile Overview iPhone which users are required to accept upon download or installation 193 Learn Salesforce Basics Installing the Salesforce Classic Mobile App You can install the Salesforce Classic Mobile app on any supported Android BlackBerry or iPhone device The easiest way to install Salesforce Classic Mobile is to visit http mobile salesforce com from your mobile device and follow the on screen instructions Or you can use the installation steps for your type of device Android Installation Salesforce Classic Mobile is available for download from Google Play To access Goog
294. stomize them 2 Create a new report with the following criteria Report type File and Content Report Fields File Name Published Date Created By Last Revised Date Last Revised By File Type Filters File Type equals SNOTE 3 Be sure to save your report so you can run it again later 4 Ifyou d like to share the report with others create a report folder and save the report to it Then use the sharing settings for the folder to add individuals or groups of users SEE ALSO Notes 98 Increase Productivity with Notes and Attachments to Records EDITIONS Available in Lightning Experience Available in e Contact Manager e Group e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic and Lightning Experience Available in e Contact Manager e Group e Professional e Enterprise e Performance e Unlimited e Developer USER PERMISSIONS To create edit and delete reports e Create and Customize Reports AND Report Builder Learn Salesforce Basics Increase Productivity with Notes and Attachments to Records Guidelines for Using Notes in Salesforce Learn some tips tricks and best practices for using Notes in Salesforce EDITIONS Watch a video How to Use Notes 1 34 Available in Contact Manager Your administrator will need to set up Notes for your organization Then you can start using Notes in Salesfo
295. sure an accessible experience Accessibility Mode helps you work more effectively with Salesforce particularly reports dashboards and list views See Accessibility Mode Overview on page 43 for more information Important images have text alternatives equivalent to the purpose of the image non important images have empty text equivalents or are implemented through CSS Images showing detailed information are also links to source data For example Dashboards contain charts and graphs that are visual in nature To access the report data used to generate the chart or graph simply select the dashboard component Note The underlying report may contain additional data than what is represented in the dashboard component In addition the underlying report may contain some data that you don t have access to view due to sharing settings These elements are identified in our page markup to help you interact with them Headings are marked up as headings rather than field set and legend elements for grouping form controls The main heading for the page typically at the start of the main content area is a level 1 heading You can shift to this heading with a shortcut key Data tables have data table markup except enhanced listviews in Standard Mode only to aid identification of headers for each cell Lists provided in the main content area are marked up as lists 46 Accessibility Learn Salesforce Basics Accessibility e A
296. t Log in to the Salesforce1 Mobile App Requirements for the Salesforce1 Mobile App Turn the Salesforce Mobile Browser App Off or On Why Can t I Log in to the Salesforce Mobile App You re certain that you re using your correct Salesforce credentials but you can t log in to Salesforce EDITIONS There are several common reasons why you might be having trouble e Make sure that you actually have permission to use Salesforce1 Salesforce administrators can Salesforcel available in All control who s able to use the Salesforce1 downloadable apps and can also disable access to editions except the mobile browser app for you or your entire company If you re not sure that you have access Database com check with your administrator e If you re using a downloadable app make sure you re logging in to the correct instance production sandbox or a custom domain By default Salesforce1 connects to your production environment If your organization uses single sign on configure the app to point to a different page during login The same is true to connect Salesforce to a sandbox environment for testing purposes or to log in using a Community URL A custom domain is in the form of https universalcontainers my salesforce com where universalcontainers is aname selected by your administrator Your administrator can provide you with the domain name to use To connect the downloadable app for iOS to a different instance use these steps
297. t Check for Updates 2 From the table review the names and version numbers of available desktop clients 3 If you are using Internet Explorer click the correct desktop client and then click Install Now to install a client If you are using another browser such as Mozilla Firefox click Download Now to save the installer file to your computer Then double click the saved file to run the installer program After you install the update you ll continue to see the alert banner on your Home tab until you log in through the newly updated client SEE ALSO Viewing Messages and Alerts Find Your Personal Settings Get Started with Salesforce Getting Started as a New User New to Salesforce Set yourself up as a new user so you can start using the application right away Wondering where to start with Salesforce Complete these steps first 1 Log in for the first time 2 Find your personal settings 3 If your organization uses Chatter set up your Chatter profile 4 If your organization doesn t use Chatter edit your personal information SEE ALSO Getting Around in Salesforce Getting Started with Your Records Updates EDITIONS Available in Salesforce Classic Available in All Editions except for Database com USER PERMISSIONS To view client update alerts e On updates w alerts OR On must update w alerts on your profile EDITIONS Available in Salesforce Classic Available in All
298. t Pa vf Number Description s Name LS md Special Terms f SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Skill Searchable Fields Sidebar Search Name Y v All custom r Y auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros All custom fields of type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Advanced Search Advanced Search 155 Global Search v Global Search Search EDITIONS Available in Salesforce Classic Available in Enterprise Performance Unlimited and Developer editions with Service Cloud EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Searchable Fields Solution Neither sidebar search nor advanced search are designed to find solutions To find a solution use global search or the Find Solution button on the Solutions tab SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Task Calendar Event and Requested Meeting Archived activities aren t searchable Searchable Fields Sidebar Search Advanced Search Global Search Description task of ot and events only Subject Y va v All custom Y Y v auto number fields and custom fields that are set as an e
299. tage field has a value of the type Closed Won The opportunity has not been won The Stage field may have a value of the type Open or Closed Lost Product is active and can be added to opportunities in Enterprise Unlimited and Performance Edition organizations Product is inactive and cannot be added to opportunities Product has a default quantity schedule Product does not have a default quantity schedule Product has a default revenue schedule Product does not have a default revenue schedule The solution has been marked Visible in Self Service Portal andisvisible to Self Service portal users Solution is not marked Visible in Self Servic Portal and is not visible to Self Service portal users The solution has been reviewed that is the solution Status field has a Reviewed value Solution is not reviewed The translated solution has not been updated to match the master solution with which it is associated The translated solution has been updated to match the master solution with which it is associated User is active and can log in User is inactive and cannot log in User has access to use Connect Offline User is not enabled for Connect Offline use User can manage campaigns Learn Salesforce Basics Sort Report Results Special Picklist Field Value Description False User is not enabled to manage campaigns User Is Partner True User is a partner user False User is not a partne
300. te fields 81 Requested meeting fields searched 156 Reset password 32 221 S Sa Sa Sa Sa Sa Sa Sa Sa Sa Sa Sa Sa 229 es Cloud implementation guide 202 esforce 3 esforce administrator can t see features 29 esforce Classic notes 97 esforce Classic Mobile implementation guide 202 installing 194 supported devices 193 user guide Android 201 user guide iPhone 201 esforce Communities implementation guide 203 managers guide 203 esforce Console implementation guide 203 sforce CRM Call Center ip sheet for administrators 203 esforce CRM Content fields searched 134 implementation guide 202 203 sforce Files Connec implementation guide 204 esforce Files Sync implementation guide 204 esforce for Outlook checking for updates 16 getting started with 200 ary oO Index Salesforce Knowledge implementation guide 203 tip sheet for administrators 203 Salesforce Salesforce Salesforce Salesforce Salesforce admin guide 202 Notes 96 Set up 96 99 Setup 99 apps overview 179 using 187 downloadable app for Android devices user guide 201 downloadable app for iOS devices user guide 201 mobile app accessing 189 can t log in 189 Disable 190 feature comparison 181 installing 189 Redirection to the mobile browser app 190 resources 179 Supported data 187 using 190 Salesforce1 mobile apps requi
301. te new ones These tasks explain how to begin working with your data Find and view your records and data Edit your records Create new records Open items you ve recently viewed Deleting your records New user tips EDITIONS Available in Salesforce Classic Available in all editions Now that you ve learned how to work with your records you might want to explore more advanced Salesforce features We recommend reviewing the Downloadable User Guides Tip Sheets and User Guides and Online Training videos found on the Salesforce Success Communities Help amp Training site 24 Learn Salesforce Basics Getting Started with Your Records Finding and Viewing Records and Data Use tabs search or lists to look at your data EDITIONS Much of your Salesforce data is stored in individual records and organized within objects For example the Account object presents all of your account records If the Acme company is one of Available in Salesforce your accounts you ll have an account record for Acme Classic When you re working with records it s important to remember that the types of records you can Available in All Editions create view edit and delete are determined by administrator settings such as a user profile or permission set Your access to individual records may be determined by other configurations such as sharing settings And your access to fields on types of records may be controlled by field level security Wor
302. tension v v such as ppt Name y v Owner v v All custom y v auto number fields and custom fields that are set as an external ID You don t need to enter leading zeros 140 Search EDITIONS Available in Salesforce Classic Files Connect external objects are available in Enterprise Performance Unlimited and Developer Editions Lightning Connect external objects are available in Developer Edition and for an extra cost in Enterprise Performance and Unlimited Editions EDITIONS Available in Salesforce Classic Available in e Group e Professional e Enterprise e Performance e Unlimited e Contact Manager e Developer Learn Salesforce Basics Search Searchable Fields Sidebar Search Advanced Search Global Search Files Tab All custom fields of type vA v text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Goal Searchable Fields Sidebar Search Advanced Search Global Search EDITIONS Description Y Y Available in Salesforce Classic Name Y Y va Available in All custom Y Y Y e Professional auto number fields e Enterprise and custom fields that e Performance are set as an external e Unlimited ID e Developer You don t need to enter leading zeros All custom fields of Y Sf type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Cl
303. ter Files and Tools to download the Application Push package Chatter Mobile for BlackBerry is enabled for use in most organizations by default If it is not enabled in your organization or you want to change the default settings contact your administrator What are push notifications How do enable or disable them for Chatter Mobile for BlackBerry Push notifications are alerts that apps send to your mobile device s home screen when you re not using the app These alerts can consist of text icons and sounds depending on your device type The Chatter Mobile for BlackBerry mobile app uses push notifications to keep you aware of important Chatter activity without requiring you to return to the app A setting controls whether or not you receive Chatter push notifications however you can t enable push notifications if they were disabled by your administrator To learn about enabling or disabling push notifications visit the Chatter mobile app help site from your device 191 Learn Salesforce Basics Get Started With Salesforce Classic Can Chatter customers from Customer Groups use Chatter Mobile for BlackBerry Chatter customers can download the Chatter Mobile for BlackBerry mobile app to use Chatter from their BlackBerry device Chatter Mobile for BlackBerry applies the same restrictions to customer users as Chatter on the Web Chatter Customers are users outside of your company s email domains who have access to private groups wi
304. ternal contacts via Salesforce to Salesforce all public notes are automatically shared with a connection when you share the parent object Attachments are automatically shared ifthe Share With Connections checkbox onthe attachment is selected To stop sharing a note or attachment select Private Not all files can be previewed such as encrypted files password protected files copy protected PDFs unknown file types and any file larger than 25 MB For files that can t be previewed the Preview option isn t available on feeds or list views and files appear as generic file type icons in the feed Some Microsoft Office 2007 features don t display correctly in previews If a file can be previewed but a preview doesn t exist contact your Salesforce administrator who may be able to regenerate the preview All notes and attachments added to contacts and opportunities roll up under the associated account as well SEE ALSO Notes Create Notes and Add Them to Records Guidelines for Using Notes in Salesforce1 101 Increase Productivity with Notes and Attachments to Records Learn Salesforce Basics Increase Productivity with Notes and Attachments to Records Note and Attachment Fields D NNO Nis Fields for Notes EDITIONS Available in Salesforce In Summer 15 we introduced Notes an enhanced version of the Salesforce note taking tool This Classic and Lightning table lists the fields available when you create a note using Notes
305. tes opportunities reports solutions tasks and any custom objects except relationship group members allowing you to e Tag records e Remove tags from a record e Browse search and manage tags Note If your administrator enables topics for an object public tags are disabled for that object Personal tags aren t affected 172 Learn Salesforce Basics Tagging Records 1 On the top right corner of the record detail page click Add Tags If the record already has associated tags click Edit Tags 2 Inthe Personal Tags or Public Tags text boxes enter comma separated lists of the tags that you want to associate with the record Tags can only contain letters numbers spaces dashes and underscores and must contain at least one letter or number As you enter new tags up to 10 tags that have already been defined are displayed as auto complete suggestions As you type the list of suggestions changes to show only those tags that match the prefix you have entered To choose a suggestion click it or use your keyboard arrow keys to select it and press the TAB or ENTER key 3 Click Save Q Tip When you create or edit tags you can press the ENTER key to save your changes or the ESC key to discard them Note There are limits on the number of personal and public tags you can create and apply to records For all editions if you attempt to tag a record with a new tag that exceeds one or more of these limits the tag isn t s
306. tform 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 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 salesforce com Documentation for Developer Edition is available from the Technical Library SEE ALSO Salesforce Edition Overview Personal Edition Note Personal Edition isn t available to new organizations Existing organizations that have already set up Personal Edition continue to have access In addition Personal Edition organizations that signed up after June 2009 don t have access to opportunities Learn Salesforce Basics Editions 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 Note Lightning Experience isn t available in the Personal Edition SEE ALSO Salesforce Edition Overview Professional Edition Salesforce Professional Edition is designed for businesses who need full featured CRM functionality Pr
307. th customers In Chatter Mobile for BlackBerry the names and profiles of customer users can be viewed by people inside your company s domain Get Started With Salesforce Classic Salesforce Classic Mobile Overview The Salesforce Classic Mobile app provides mobile access to your Salesforce data from Android BlackBerry and iPhone devices If you have a license to use the full version of Salesforce Classic Mobile you can view create edit and delete records keep track of your activities view your dashboards run simple reports and log calls and emails Any Salesforce user who doesn t have a mobile license can download a free restricted version of Salesforce Classic Mobile With the free version you can view create edit and delete only accounts assets contacts leads opportunities events tasks cases and solutions You can also access your dashboards Note Supported features may vary depending on your mobile operating system and device model Salesforce Classic Mobile stores your Salesforce records in a local database on your mobile device which means you can use the Salesforce Classic Mobile app even when a data connection is unavailable Salesforce Classic Mobile periodically polls Salesforce for new and updated records saving you from the hassle of manually synchronizing your data In the free version of Salesforce Classic Mobile only records you recently accessed in Salesforce automatically synchronize to your devi
308. tics Viewing and Browsing Tags Use the Personal Tags and Public Tags checkboxes to limit or expand your view Because personal tags are private you can only see the personal tags that you have defined You can see all public tags that are defined in your organization Tags EDITIONS Available in Salesforce Classic Available in All Editions except Database com USER PERMISSIONS To rename or delete public tags e Tag Manager Click a letter at the top of the tag browsing area to view only tags that begin with that letter or click Next Page or Previous Page By default tags are listed in alphabetical order From the Sort picklist choose By Number of Uses to sort tags by the number of records that are tagged by them or choose By Most Recently Used to sort tags by how recently they were added to a record Finding Records with Tags Click a tag to see the list of records organized by object The number of records associated with the tag is displayed next to the tag You can narrow your results further by clicking additional tags When more than one tag is selected only records that match all selected tags are displayed in the list of results Click X next to a tag to deselect it and remove it from the filter Click Clear Selected Tag s to deselect all tags and start over Note e The number of records associated with a tag can sometimes be greater than the number of records displayed when you click that tag in the Tag
309. time frame or at all Make your purchase decisions only on the basis of generally available features USER PERMISSIONS To create list views Note These steps work in Lightning Experience If you see a navigation bar on the left side s Read on the type of of your screen you re in Lightning Experience If you see a row of tabs across the top of the record included in the list RE AND Create and screen you re in Salesforce Classic Customize List Views Actions you can take for list views are available in the List View Controls menu accessed by clicking To create edit or delete public list views e Manage Public List 1 From List View Controls select New A dialog box appears Views av next to the list view name 2 Enter a name for your list 3 Choose who can see this list view just you or all users including Partner and Customer Portal users 4 Click Save The Filters panel appears 74 Learn Salesforce Basics View and Share Records 5 Click Show me then select All objects or My objects 6 Click Done 7 Add and set filters to view only the records that meet your criteria You have different options depending on the field you want to filter and the operator you choose From the New Filter drop down menu select the field to filter Click Done a 2 From the Filter by drop down menu select an operator For example choose equals starts with or excludes a9 In Value m
310. tion about his training inquiry Salesforce releases new products and features three times per year and releases are identified by season Winter Spring and Summer along with the calendar year Example Winter 15 For every Salesforce release the Salesforce release notes include new features and products that are generally available or in beta release plus all changes to existing features and products You can find the release notes when you search for Release Notes in the Salesforce Help The name of the Salesforce cloud computing CRM service The company name Salesforce Edition Overview Salesforce offers several bundles of its products and services each geared toward a different set of EDITIONS business needs These bundles called editions all share the same look and feel but they vary by feature functionality Available in Salesforce and pricing For example a feature that is available in Professional Edition for an additional fee may Classic be included in Enterprise Edition You might choose to start with a more basic edition then upgrade later as you grow your business Your Salesforce edition determines which features For a comparison chart of editions and their features see the Salesforce Pricing and Editions page and functionality you can access To find out which edition you re using look at the browser tab or title Learn Salesforce Basics Editions Note The Salesforce Help describes al
311. to automatically insert your default record type when creating new records Using this setting you can bypass the page prompting you to select a record type If you have several different record types available to you you may prefer to be prompted to select a record type every time you create a new record 1 From your personal settings enter Record Type inthe Quick Find box then select Set Default Record Types or Record Type Selection whichever one appears 2 Check any box to automatically select the default record type when creating records of that type Any unchecked boxes indicate that you prefer to be prompted to select a record type 3 Click Save 33 EDITIONS Available in Salesforce Classic Available in All Editions except for Database com EDITIONS Available in Salesforce Classic Available in e Enterprise e Performance e Unlimited e Developer Learn Salesforce Basics Get Set up for the Way You Work Note The Record Type Selection option may not be available because your organization is not using record types or multiple record types are not available for a particular tab Individual checkboxes are only offered when you have more than one record type available for a tab If your organization uses person accounts note that checking the Account box on this page causes one default record type selection for all types of accounts It is not possible to set separate default record type selections for bu
312. ts Contacts Opportunities Reports makisen Setup Expand All Collapse All Developer Console Logout Q Quick Find My Personal Information Jan Jones Personal Setup My Personal Information My Personal Information Edit your information language time zone quota or Customize your tabs and related lists Forecasts GoogleDocs Help for this Page e Personal Information Opportunity team Change My Password Change your password Grant login access to your administrator or salesforce com i Customer Support Reset My Security Token A sae My Groups Reset your security token Manage the visibility of your calendar to other users Change My Display Create or edit a personal group Edit your reminder settings Grant Login Access x Getting Started Calendar Sharing Reminders Contacting Customer Support gt Email e Ifyou clicked My Settings look on the left side of the page and click a menu item under My Settings to display its sub menu then click the item you want 18 Learn Salesforce Basics Search Search K My Profile Josh Wood EEG Help amp Training Sales Vv Home Chatter Profile Groups Files Leads Accounts Contacts ts Dashboards Products My Settings Quick Find Q Hello Josh Wood Ey Developer Console ace Goa ada phan EN EET Logout My Settings Quick Links amp Personal Change my password Manage my Chatter email notifications Personal gt
313. u can t use inline editing to change Person Accounts from a Contact list You can only inline edit them from an Account list You can only use inline editing on contacts associated to business accounts by specifying an additional filter of Is Person Account EQUALS False in your list criteria Delete Records Deleting Records Deleting records is standard procedure for most Salesforce users For some kinds of objects deleting one record affects other related records For example if you delete an account or contact all associated assets are also deleted 1 Make sure you re aware of the effects if any of deleting the kind of record you want to delete The Salesforce help will tell you 2 Find and open the record you want to delete 3 Click Delete SEE ALSO Using the Recycle Bin Delete Notes and Attachments from Records EDITIONS Available in Salesforce Classic Available in all editions USER PERMISSIONS To delete records e Delete on the object for the kind of record you re deleting Increase Productivity with Notes and Attachments to Records Notes Notes is an enhanced version of the Salesforce note taking tool that lets your users take better notes faster Use Notes to streamline your workflow increase productivity and get the most out of Salesforce Notes is built on top of Salesforce Files so you can do many of the same things with notes that you can do with files such as report on notes a
314. ur applications a Release Management Deploying Changes Using Change Sets Learn how to use change sets to move configuration changes such as applications objects and permission sets between your organizations ua Creating Custom Links and Buttons Learn how to create a link on the Account object that maps the company s address onto Yahoo Maps We ll also show you where you could turn that link into a button Custom links and buttons are a fast and easy way to customize Salesforce ua Using and Building List Views Do you need to work with several records at once Sort them alphabetically or by amount Or even edit several of them at once List views are the way to go This video walks you through creating two different views In the first view you ll sort by amount then filter and then mass edit In the second view you ll use filter logic to create a view that shows your records and those of a teammate o Custom Fields Tips and Gotchas Are you creating custom fields Watch this video first and learn from the experts some best practices details about deleting fields field usage limits field history tracking and more We also provide some caveats when changing field types and advice on choosing the appropriate type of text field o Force com Quick Access Menu As an admin have you ever wanted to view or create fields or view or create record types in context from an object tab rather than having to go through the Setup men
315. ur organization uses divisions and you have the Affected by Divisions permission your lookup dialog search results include records in the division you select in the lookup dialog window Lookup Auto Completion If enabled by your administrator lookups support auto complete Both standard lookups and enhanced lookups can display a dynamic list of matching recently used records when a lookup field is edited This list is restricted to objects of the appropriate type and with the exception of lookups of users is populated from recently used items For example while editing an Account lookup you can see recently used accounts with names that match the prefix you have entered Recently used contacts don t appear in this list Lookup auto completion is subject to the following restrictions EDITIONS Available in Salesforce Classic Available in All Editions e You must have recently visited records of the appropriate type for the lookup s auto completion list to be populated e You must be editing the lookup field on a record s edit page Hover details are displayed only for lookup fields on object types that are included in lists of recently used records For example products aren t included in lists of recently used records so hover details aren t displayed for a lookup field on products Lookup Dialog Search in Lightning Experience Lookup fields allow you to associate two records together in a relationship For example a c
316. ur report e Filter for your own records rather than all records e Limit the scope of the data to a specific date range e Exclude unnecessary columns from your report e Hide the report details 106 EDITIONS Available in both Salesforce Classic and Lightning Experience Available in All editions except Database com USER PERMISSIONS To run reports e Run Reports To schedule reports e Schedule Reports To create edit and delete reports e Create and Customize Reports AND Report Builder Learn Salesforce Basics Joined Reports Add Filter Logic Filter logic lets you specify conditions for your filters using logical operators To change the default AND relationship between each filter 1 Click Add gt Filter Logic 2 Enter each filter line number separated by an operator Operator Definition AND Finds records that match both values OR Finds records that match either value NOT Finds records that exclude values SEE ALSO Filter Operators Filter on Blank Values Filtering on Special Picklist Values Filter Operators The operator in a filter is like the verb in a sentence When you choose filter criteria use an operator to specify the action you want the filter to take You can use the following operators when entering filter criteria on list views reports dashboards and some custom fields Operator Uses equals Use for an exact match For example Created
317. us This video shows you how to use the Force com Quick Access Menu It s a handy tool that Admins can use to make changes to an object s configuration or import data for that object without having to go to Setup pages 215 Video Demos For End Users For Administrators Learn Salesforce Basics Site com Video Title wa Building a Website with Site com Learn how to import assets to use in your site create page templates apply CSS styles and add and duplicate site pages in Site com Studio Security Video Title o Who Sees What Overview Learn how you can control who sees what data in your organization ua Who Sees What Organization Access Learn how to restrict login through IP ranges and login hours a Who Sees What Object Access Learn how you can grant users access to objects by using profiles ua Who Sees What Organization Wide Defaults Learn how you can restrict access to records owned by other users O Who Sees What Record Access via the Role Hierarchy Learn how you can open up access to records using the role hierarchy ua Who Sees What Record Access via Sharing Rules Learn how you can grant access to records using sharing rules a Who Sees What Field level Security Learn how you can restrict access to specific fields on a profile by profile basis ua Who Sees Whom User Sharing Learn how you can control visibility among users in your organization 216 For End Users Vv
318. user or fully supported language When you specify a platform only language e English Australia English India English e German Austria and German Switzerlan e French Canada falls back to French abels for standard objects and fields fall back to English except Malaysia and English Philippines fall back to English UK d fall back to German e Romanian Moldova falls back to Romani ontenegrin falls back to Serbian Latin an e Portuguese Portugal falls back to Portuguese Brazil The following platform only languages are currently supported e Albanian sq e Arabic Algeria ar_DZ e Arabic Bahrain ar_BH e Arabic Egypt ar_EG e Arabi e Arabic Jordan ar _JO an lraq ar_IQ e Arabic Kuwait ar_KW e Arabic Lebanon ar_LB e Arabic Libya ar_LY e Arabic Morocco ar_MA e Arabic Oman ar_OM e Arabic Qatar ar_QA 50 Learn Salesforce Basics Setup FAQs e Arabic Saudi Arabia ar SA e Arabic Sudan ar_SD e Arabic Syria ar_SY e Arabic Tunisia ar TN e Arabic United Arab Emirates ar AE e Arabic Yemen ar_YE e Armenian hy e Basque eu e Bosnian bs e Bengali bn e Chinese Simplified Singapore zh_SG e Chinese Traditional Hong Kong zh_HK e English Australia en_AU ish Canada en_CA ish Hong Kong en_ HK ish India en_ IN ish Ireland en_IE ish Philippines en PH ish Sing
319. vided by your administrator SEE ALSO Reset Your Security Token Reset Your Forgotten Password 219 Learn Salesforce Basics Reset Your Security Token Reset Your Security Token When you access Salesforce from outside of your company s trusted network using a desktop client EDITIONS or the API you use a security token to log in A security token is a case sensitive generated key that you use with your password or in a separate field in your client application Available in both Salesforce Your security token isn t displayed in your settings or profile Classic and Lightning d i co Soh a Experience If your administrator assigned you the Two Factor Authentication for API Logins permission use p the value generated by your authenticator app such as Salesforce Authenticator or Google Available in All Editions Authenticator for the security token value Connect Oilineand Connect for Office aren t available in Get or Reset Your Token Database com A new security token is emailed to you when you reset your password Or you can reset your token manually 1 From your personal settings enter Reset inthe Quick Find box then select Reset My Security Token 2 Click Reset Security Token The new security token is sent via email to the email address in your Salesforce personal settings Q Tip Before you access Salesforce from a new IP address we recommend that you get your security token from a trusted network using Res
320. wed click Back to list at the top of any detail page Note The information you see in list views is only the data to which you have access either records you own or have read or read write access to records that have been shared with you or records owned by or shared with users in roles below you in the role hierarchy You can view only those fields that are visible in your page layout and field level security settings In addition archived activities are not included in activity list views You can use the Activity History related list to view these activities 77 Learn Salesforce Basics View and Share Records Edit List View Filters Refine or update your list views to make sure that you re seeing the most relevant records To change which records display in a list view edit the list view filters IN THIS SECTION Edit List View Filters in Lightning Experience Pilot Edit filters on a list view from List View Controls or click Y to access the Filters panel Edit List View Filters in Salesforce Classic To change a list view s filters edit the list SEE ALSO Filter Operators Create a List View in Lightning Experience Pilot Edit List View Filters in Lightning Experience Pilot Edit filters on a list view from List View Controls or click Y to access the Filters panel aD NN Nis Important Creation and filtering of list views in Lightning Experience is currently available Available in Lightning only in Tria
321. with the sharing model through organization wide defaults After restricting access using organization wide defaults users typically get access through one or more of these methods e Role hierarchy e Sharing rules e Manual sharing e Implicit access Accounts and associated child records e Teams Account Case and Opportunity Which kinds of records can print list views for If printable list views are enabled for your organization you can print standard and custom list views for these kinds of records e Accounts e Activities e Campaigns e Cases e Contacts e Contracts e Custom objects e Documents e Leads e Opportunities e Permission sets e Price books e Profiles e Products e Reports e Solutions Create Records Creating records is standard procedure for most Salesforce users Some objects such as Account EDITIONS have special guidelines and considerations you need to be aware of but the process of creating a record is similar for all Available in Lightning Experience IN THIS SECTION Available in Salesforce Create a Record in SalesforceLightning Experience Classic Create new Salesforce records for opportunities leads tasks notes accounts and contacts Available in all editions Some objects such as Account have special guidelines and considerations for you to be aware of but the process of creating a record is similar for all 87 Learn Salesforce Basics Create a Record in Salesforc
322. xternal ID You don t need to enter leading zeros All custom fields of Y s type text text area long text area rich text area email and phone SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields Topic Neither sidebar search nor advanced search are designed to find topics To find a topic use global search Searchable Fields Sidebar Search Advanced Search Global Search Description Y Y 156 Search EDITIONS Available in Salesforce Classic Available in e Professional e Enterprise e Performance e Unlimited e Developer EDITIONS Available in Salesforce Classic Available in All editions except Database com EDITIONS Available in Salesforce Classic Available in all editions Learn Salesforce Basics Search Searchable Fields Sidebar Search Advanced Search Global Search Name Y L va SEE ALSO Searchable Fields by Object in Salesforce Classic Searchable Fields User If you re using Chatter and searching for people see Searchable Fields People EDITIONS Searchable Sidebar Advanced Standard Enhanced Global Availablein salesisrice Fields Search Search Lookup Lookup Search and Classic Sem s Nome Enhanced k Fields Lookup The available fields vary Search All according to which Fields Salesforce edition you have About Me Email Y V F First P Name Last Name A s P Middle V V p P Name Name Y 7 p Nickname Y I p Phone Y s P Record
323. y view of a calendar underneath the list Then you can drag a record from the list to a time slot on the calendar to quickly create an event associated with the record Note that your administrator controls the availability of the Drag and Drop Scheduling feature Navigating Long Lists Many list pages in Salesforce include the following tools for managing a large amount of data EDITIONS e To show a filtered list of items select a predefined list from the View drop down list or click Create New View to define your own custom views Available in Salesforce gt Classic To edit or delete any view you created select it from the View drop down list and click Edit Available in all editions e Atthe top of a list click a letter to show items that correspond to that letter or click Other to show items whose names begin with numbers or symbols Click All to display all items that match the criteria of the current view e Tosortlist view items by the data in a particular column click that column s heading This sorts text data alphabetically and numerical data in ascending order Dates are sorted with the most recent date first To reverse the sort order click the column heading a second time 6 Learn Salesforce Basics Changing Your Working Division Note You can sort by any custom field except multi select picklists User list views are not sorted for organizations with more than two million users Organizations with more
324. you interact with the product our documentation and our service professionals The concepts here will help you understand how Salesforce works And the terms Available in Salesforce will help you understand some of its main components Classic Available in All Editions Concepts Concept Definition Cloud A Salesforce name for a loose federation of features that help you accomplish certain types activities such as selling products supporting your customers or collaborating with your coworkers Two common examples you ll come across are Service Cloud and Sales Cloud Cloud Computing Technology that enables Internet based services that let you sign up and log in through a browser Salesforce delivers its service in the cloud Other familiar cloud computing services include Google Apps and Amazon com Software as a Service SaaS Software delivered not by traditional means such as on disk but in the cloud as a service There s nothing to download or install and updates are automatic Trust A Salesforce term for its company wide commitment to building and delivering the most secure fast and reliable cloud based service available Created to enhance customer success trust salesforce com isasystems status website giving Salesforce customers and the community access to real time and historical system performance information and updates incident reports and maintenance schedules across all its key system components trust salesforce co
325. you see in your feed depend on which of the fields your administrator configured for feed tracking Updates to encrypted custom fields don t display in feeds To follow a record click Follow on the record page When you follow a record you see updates to the record in your feed You can follow a maximum combined total of 500 people topics and records To see how many items you re following view the Following list on your profile If you want to automatically follow the records you create enable this feature from your personal settings Enter My Feeds inthe Quick Find box select My Feeds and then select Automatically follow records create However you don t auto follow events tasks or dashboards after you create them To stop following a record click x on the record page After you stop following a record you don t see future updates to the record in your feed SEE ALSO Follow People Find Your Personal Settings Join or Leave Groups Join groups to collaborate with other people on projects or common areas of interest Share DIONS project related files and information with the group 1 Go to group s detail page Available in both Salesforce 2 To join a public group click Join or Join Group To join a private group click Ask to Join Your ae and Lightning request is sent to the private group s owner and managers who accept or decline your request foe na Geen l Available in You can join up to 100 groups All groups count
326. your organization Some organizations also have options for building packaging and distributing their own apps These options are all available from the Setup menu If you re a Salesforce administrator or developer you use the Setup menu frequently Your organization s user interface settings determine how everyone in your organization accesses this menu 1 Look at the top of any Salesforce page e If you re using Lightning Experience click then select Setup Home e If you re using Salesforce Classic and you see Setup in the user interface header click it Getting Started with Your Records ur organization s EDITIONS Available in Salesforce Classic and Lightning Experience Available in All editions except Database com e If you re using Salesforce Classic and you don t see Setup in the header click your name then select Setup 2 Enter the name of the page that you want inthe Quick Find box then select the appropriate page from the menu Q Tip Type the first few characters of a page s name in the Quick Find box As you type pages that match your search terms appear in the menu For example to find the Language Settings page type langinthe Quick Find box then select Language Settings SEE ALSO Find Your Personal Settings in Salesforce Classic Getting Started with Your Records New users might need to view edit or delete existing records that have been imported into Salesforce or learn to crea
327. zations the admin might be someone who also uses Salesforce the way other users do to sell products or provide customer service for example Many hats one big brain Salesforce offers lots of features and items such as those detailed in the Learn Salesforce Basics guide that you can set up and configure yourself It s quite satisfying For some things though you should partner wi h your trusty admin They ll help you get the best of what Salesforce has to offer and make sure you have a successful and productive experience Here are a few examples of the kinds of things your admin can help you with or do for you e Find or use an object field or feature you heard about during training e Create a custom workflow to find out when a case is closed e Create a custom approval process to sign off on employee expenses e Create a custom report for your sales region e Give you a user permission that s not granted as part of your user profile e Answer questions about your own or others access to records e Address those cursed error messages that ask you to contact your admin istrator for help or more information How you contact your administrator and when and why depends on your company s internal business policies and practices Need to find out exactly what those are Ask your administrator SEE ALSO Why Can t See Some Features Grant Login Access 29 Learn Salesforce Basics Define Personal Informat

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