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Salesforce is a Platform as a Service (PaaS) for cloud-based customer resource management that includes components for case and task management, data management and a help desk system. It also includes systems for add-on applications written in Apex, a proprietary Java-like language, and systems for human resources management, employee training and performance management.

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Before we dive into the marketing strategies involved with creating an effective homepage, it’s crucial that EE members know what a homepage is. In essence, a homepage is the introductory, or default page, of a website that typically highlights the site’s table of contents.
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Salesforce.com is a cloud-based customer relationship management (CRM) system. In this article, you will learn how to add and map custom lead and contact fields to your Salesforce instance.
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by:Jim Horn
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Nice 'How To' article.  Voting Yes.
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Note: You must have administrative privileges in order to create/edit Sharing Rules.

Salesforce.com (SFDC) is a cloud-based customer relationship management (CRM) system. It is a database most commonly used by sales and marketing professionals to track potential prospects, customers and sales opportunities.

Sharing rules are useful in conjunction with User Roles (explained in my article here) to grant or deny basic access to all objects and records. Sharing rules are broken down into a few different categories: Organization-Wide Defaults, Account Sharing, Contact Sharing, and Campaign Sharing. In the organization-wide defaults, you create the lowest level of blanketed access for your users. You can use account, contact and campaign sharing rules to be more granular, and it will over-ride the defaults you have set.

At the Organization-wide level, you can give access to all users to read/write different objects. There are a few different levels of access you can give:

Private: Records are visible to record owners, and those above them in the role hierarchy. Records are not visible to other roles on the same hierarchy level or below.

Public Read Only: Records are visible to all roles, but only the record owner and those above them in the hierarchy can edit.

Public Read/Write: Records are visible and editable for all users.
 
Public Read/Write/Transfer:
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Note: You must have administrative privileges in order to create/edit Roles.

Salesforce.com (SFDC) is a cloud-based customer relationship management (CRM) system. It is a database most commonly used by sales and marketing professionals to track potential prospects, customers and sales opportunities.

Roles in SFDC allow you to create blanketed access to users throughout your organization. Roles are configured to create users groupings and a hierarchy, so those at the top have the highest access and visibility. Roles affect access to reports and other objects such as contacts, accounts and opportunities. Each role level can be configured so that only certain users can view, access, edit and report on certain objects.

Why would we want to restrict access to different users? The two biggest reasons are security and usability. Giving high-level access to users that do not know how to use it is risky. You wouldn’t want a sales representative to have administrative “powers”. Administrative users are able to delete several records at a time, mass transfer records and integrate other products. Oftentimes, a sales rep’s compensation is based off of SFDC data and information, therefore, you want to make sure that only certain users can edit these events. You wouldn’t want to pay the wrong sales rep based on a data issue. You want to protect your CRM and organization from possible record loss, whether it is intended or not. Use Roles to help…
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Note: You must have administrative privileges in order to configure lead or case queues.

Salesforce.com is a cloud-based customer relationship management (CRM) system. It is widely used around the world by sales and marketing professionals. It is used to track a buyer's journey from prospect to closed business. CRMs are databases that are used to help sales and marketing keep track of potential, current and past customers.

What are queues? Queues are used to manage the distribution of leads, cases or other custom objects. The main function of queues is to create a “pool” of leads or cases for your users to pull from. This is especially helpful when you have multiple users sharing a region and don’t have the ability to round-robin assign.  Queues are also helpful if you have a user out sick or on vacation, and don’t want leads/cases routed exclusively to them. Records remain in the queue until they are assigned to an individual user.

Another advantage of a queue is that each user in that queue has initial read/write access to that lead or case. Ordinarily, depending on the sharing/visibility rules you have in place for each user and their role, not all users may have visibility into each other's assigned leads or cases. Queues help circumvent those rules rather than having to reconfigure them. 

Here are the steps on how to create and set up lead queues for your users.

1. Go to Setup > Administer > Manage Users > Queues
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I showed you how to use console view (HERE) -– but how do you set it up on the admin side of Salesforce? Note that you have to have Admin level privileges in order to configure this set up.

Configuring the console layout is relatively simple. However, in order to perfect your layout, this takes lots of time and tinkering. What you may think is perfectly configured may not meet the needs of your users. Once you have a basic configuration set up, make sure to talk to the users on the account so you can customize it to fit their needs. The more you collaborate and build together, the more optimized the Console will be. I’ll also show you how to create console views for each user role you have. What a Sales Representative wants is VERY different than what a Marketing User would want to see.

Below is a basic image of the Console. As you can see, there are a few different fields and lists available in the Lead record on the lower right. These fields and lists can be customized based on your organization’s needs. I’ll go over how to do this.

Capture2.PNGTo start to configure the Console, go into Settings -> Build and find Agent Console under the Customize menu. Then click into Console Layouts.

Capture2.PNGCapture3.PNGFrom here you can edit a layout that was already created.  If you don’t have any previously configured, click New.…
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Salesforce.com’s Console is a great tool to view activities, leads, contacts, accounts and opportunities all in one screen. It is particularly effective during call blocks and working numerous activities at a time in a quick, repetitive fashion (such as logging activities). Using Console can boost the productivity of your sales team or any Salesforce.com (SFDC) user. The steps should be taken by each individual user so that they can customize their views in accordance with their preferences.

First things first – you need to add the console tab to your navigation bar, so you can easily access it in the future. To do this, click the plus sign on your top banner. Once you are there – click: Customize My Tabs.
Capture.PNGFind Console view, and Add it to your Selected Tabs. Click Save, and you are all set to get started.

Using Console View
Use the top bar dropdowns to switch between views you have. You can view your activities, leads, contacts, accounts, opportunities and campaigns.
Capture1.PNGClick on the subject of the activity to view the task and the lead/contact detail. You can make each window bigger or smaller by dragging the grey separator line between them. You will see different windows depending on what kind of view you are in. If you are in an opportunity view, you will see the Opportunity detail, and the Account detail. Colors will change based on the object you are viewing. 

After you have completed a few activities, click the …
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Expert Comment

by:Kristin Mehiel
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Very helpful article!
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Salesforce

194

Solutions

327

Contributors

Salesforce is a Platform as a Service (PaaS) for cloud-based customer resource management that includes components for case and task management, data management and a help desk system. It also includes systems for add-on applications written in Apex, a proprietary Java-like language, and systems for human resources management, employee training and performance management.

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