Vous êtes sur la page 1sur 3332
User Guide: Winter '12 How to be Successful with Salesforce Last updated: October 22, 2011

User Guide: Winter '12

How to be Successful with Salesforce

Guide: Winter '12 How to be Successful with Salesforce Last updated: October 22, 2011 © Copyright

Last updated: October 22, 2011

Table of Contents Welcome What's New in Salesforce? Overview Getting Started Working in Salesforce Table

Table of Contents

Welcome

What's New in Salesforce?

Overview

Getting Started

Working in Salesforce

Table of Contents

1

1

2

10

29

Personal Setup

29

Home Tab

52

Accounts

60

Activities

98

Contacts

160

Contact Roles

190

Contracts

194

Custom Object Records

206

Documents

217

Email

228

List Views

241

Notes & Attachments

256

Salesforce CRM Content

261

Salesforce for Google Apps

292

Search and Tags

314

Administering Salesforce

352

Setting Up Your Organization

352

Company Information

357

Multiple Currencies

413

Advanced Currency Management

417

Divisions

421

Managing Mail Merge Templates

429

Using Letterheads

433

Managing Email Templates

436

Translation Workbench

451

User Management

472

Security and Sharing

574

Data Management

702

Data.com (Formerly Jigsaw) Administration

818

  Table of Contents Monitoring 828 Salesforce Mobile 858 Administering Salesforce for Outlook
 

Table of Contents

Monitoring

828

Salesforce Mobile

858

Administering Salesforce for Outlook

919

Email Administration

941

Search and Tags

952

Customize

956

Critical Updates Console

1487

Force.com Sites

1491

Customer Portal

1538

Building and Extending Apps

1589

App Setup Overview

1589

Create

1590

Develop

1824

Deploy

2025

Installed Packages

2042

Building Sites

2070

Siteforce Overview

2070

About Publisher and Contributor Features

2071

Setting Up Siteforce Users

2072

Planning and Implementing a Siteforce Website

2073

Sites Tab Overview

2075

Using Siteforce Studio as a Publisher

2076

Using Siteforce Studio as a Contributor

2077

Creating a Siteforce Site

2078

Creating and Managing Pages

2079

Importing and Using Assets

2089

Setting Site Properties

2091

Adding Features and Page Elements

2092

Styling Your Website

2104

Using Events to Create Animated Effects

2117

Editing the Site Content

2120

Previewing Siteforce Sites

2128

Managing Domains and Live Sites

2129

Table of Contents Collaborating with Chatter 2132 Chatter Overview 2132 Using Chatter 2135 Chatter

Table of Contents

Collaborating with Chatter

2132

Chatter Overview

2132

Using Chatter

2135

Chatter Tab Overview

2135

User Profiles

2136

People

2141

Groups

2143

Feeds

2156

Files

2173

Search

2192

Topics

2194

Messages

2197

Email Notifications

2201

Recommendations

2203

Moderating Chatter

2205

Chatter Desktop

2207

Selling

2216

Account Teams

2216

Assets

2222

Competitors

2230

Forecasting

2234

Customizable Forecasts

2241

Forecasts

2252

Opportunities

2265

Quotes

2284

Data.com (Formerly Jigsaw)

2297

Products

2316

Team Selling

2342

Territory Management

2349

Salesforce for Wealth Management

2377

Relationship Groups

2385

Salesforce for Outlook

2404

Connect for Outlook

2432

Connect for Lotus Notes

2460

Connect for Office

2488

Connect Offline

2495

Mail Merge

2515

Marketing

2521

Campaigns

2521

Leads Salesforce for Google AdWords Analytics Table of Contents 2570 2592 2606 Reporting 2606 Dashboards

Leads Salesforce for Google AdWords

Analytics

Table of Contents

2570

2592

2606

Reporting

2606

Dashboards

2700

Report Types

2735

Analytic Snapshots

2744

Providing Support

2758

Call Center

2758

Cases

2802

Case Teams

2832

Portals

2844

Solutions

2845

Salesforce Knowledge

2869

Console

2902

Service Cloud Console

2912

Ideas

2923

Answers

2938

Social Media

2949

Entitlement Management

2950

Partner Selling

3008

Salesforce to Salesforce

3008

Connection Finder

3039

Partners

3043

Partner Portal

3049

Database.com

3095

More Resources

3096

FAQ

3096

Printable Tip Sheets & User Guides

3273

Accessibility

3278

Salesforce Online Help Glossary

3288

Checkout

3322

Checkout

3322

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

Overview

OVERVIEW

Introduction

Introduction

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

Welcome to the award-winning cloud-computing provider designed for you to manage your customer relationships, integrate with other systems, and build your own applications. Salesforce includes the following products and services:

Salesforce Applications

Salesforce includes prebuilt applications for customer relationship management (CRM) ranging from sales force automation to partner relationship management, marketing, and customer service.

Force.com Platform

The Force.com platform is the first platform as a service (PaaS), enabling developers to create and deliver any kind of business application entirely on-demand and without software. The platform also includes easy-to-use, point-and-click customization tools to help you create solutions for your unique business requirements, without any programming experience.

Database.com

Database.com is a multitenant cloud database service that s designed to store data for mobile, social, web, and desktop applications. You can use Database.com as the back-end database for applications that are written in any language, and run on any platform or mobile device. Database.com's built-in social computing infrastructure and native support for building sophisticated REST-based APIs enables you to create employee-facing, native mobile and social apps.

AppExchange

AppExchange is a marketplace featuring hundreds of cloud applications created by salesforce.com customers, developers, and partners. Many of the applications are free and all of them are pre-integrated with Salesforce, enabling you to easily and efficiently add functionality.

Overview Salesforce.com Community What Is an Edition? Salesforce.com provides training, support, consulting, events, best

Overview

Salesforce.com Community

What Is an Edition?

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

See Also:

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

What Is an Edition?

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

Salesforce.com offers several bundles of its products and services, each geared toward a different set of business needs. These bundles, called Editions, all have the same look and feel, but vary by feature, functionality, and pricing. For example, a feature that is available in Professional Edition for an additional fee may be included in Enterprise Edition.

For a comparison chart of Editions and their features, see Selecting the right Salesforce Edition.

The online help describes all generally available features, including those that may not be available in your Edition. Refer to the Available in: line at the top of a help topic to see if it applies to your Edition.

See Also:

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

Personal Edition

Overview Personal Edition Personal Edition is a CRM solution designed for an individual sales representative

Overview

Personal Edition

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

Contact Manager

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 & Editions page.

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, and reports. For more information about Group Edition features, visit the Salesforce Pricing & Editions page.

See Also:

Professional Edition

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

Enterprise 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 & Editions page.

See Also:

Overview Unlimited Edition Unlimited Edition Unlimited Edition is salesforce.com's flagship solution for maximizing

Overview

Unlimited Edition

Unlimited Edition

Unlimited Edition is salesforce.com's flagship solution for maximizing CRM success and extending that success across the entire enterprise through the Force.com platform. Unlimited Edition customers benefit from new levels of platform flexibility for managing and sharing all of their information on demand.

Unlimited Edition includes all Enterprise Edition functionality plus Premier Support, full mobile access, unlimited custom apps, increased storage limits, and more. For more information about Unlimited Edition features, visit the Salesforce Pricing & Editions page.

See Also:

Enterprise Edition Force.com API Usage Limits

Developer Edition

Developer Edition provides access to the Force.com platform and API. It allows developers to extend the Salesforce system, integrate with other applications, and develop new tools and applications. Developer Edition provides access to many of the features available with Enterprise Edition.

Salesforce.com does not provide technical support for Developer Edition. You can solicit help from the developer community message boards available to registered users via the Force.com developer website - developer.force.com. Documentation for Developer Edition is available from the Technical Library.

See Also:

Force.com API Usage Limits Force.com Free Edition

Force.com Free Edition

Force.com Free Edition is a Salesforce organization designed for developing and deploying one Force.com app for up to 100 users. You can upgrade your Free Edition account to a paid subscription if you need to deploy more custom applications to more users in the future.

Free Edition includes most Force.com features but does not provide users with Salesforce CRM functionality and standard objects, such as accounts, contacts, campaigns, leads, opportunities, forecasts, products, cases, and solutions. For more information about Free Edition features, visit the Salesforce Pricing & Editions page.

The following table shows the differences and similarities between Free Edition and Salesforce.com's other development environment, Developer Edition:

 

Free Edition

Developer Edition

Force.com Development

Yes

Yes

Overview Database.com Edition Force.com Deployment Yes No Upgradeable Yes No CRM No Yes

Overview

Database.com Edition

Force.com Deployment

Yes

No

Upgradeable

Yes

No

CRM

No

Yes

Self-Service

No

Yes

Mobile Platform

No

Yes

Customer Portal

No

Yes

Partner Portal

No

Yes

Developer preview features

No

Yes

Multi-language support

No

Yes

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

See Also:

Developer Edition

Database.com Edition

Database.com is a multitenant cloud database service that s designed to store data for mobile, social, web, and desktop applications. You can use Database.com as the back-end database for applications that are written in any language, and run on any platform or mobile device. Database.com's built-in social computing infrastructure and native support for building sophisticated REST-based APIs enables you to create employee-facing, native mobile and social apps.

As a Salesforce user, youre already using Database.com when youre performing tasks such as creating custom objects, managing security, or importing data with the Force.com platform and API.

A standalone version of Database.com is available for developers who want to create applications that leverage other languages, platforms, and devices.

See Also:

Sales Cloud Overview

Overview Sales Cloud Overview Your Edition determines which features and functionality you can access. To

Overview

Sales Cloud Overview

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

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

Selling

Account and Contact Management

Accounts

Account Teams

Contacts

Contact Roles

Data.com

Contracts

Opportunities

Opportunities

Products

Quotes

Competitors

Team Selling

Forecasts

Marketing

Leads

Campaigns

Salesforce for Google AdWords

Analytics

Analytic Tools

Reports

Dashboards

Partner Selling

Partners

Partner Portal

Salesforce to Salesforce

Productivity Resources

Collaboration

Chatter

Files Tab

Overview Calendar and Email • Activities • Email • Salesforce for Outlook • Mail Merge

Overview

Calendar and Email

Activities

Email

Salesforce for Outlook

Mail Merge

Content

Files Tab

Salesforce CRM Content

Document Library

Salesforce for Google Apps

Connect for Office

Mobile

Salesforce Mobile

Offline

Connect Offline

See Also:

Service Cloud Overview Introduction

Service Cloud Overview

Service Cloud Overview

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

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

Contact Center

Case Management

Cases

Case Teams

Email-to-Case

Web-to-Case

Console Tab

Service Cloud Console

Workflow

Case Auto-Response Rules

Overview • Case Assignment Rules • Case Escalation Rules • Custom Workflow Rules Telephony •

Overview

Case Assignment Rules

Case Escalation Rules

Custom Workflow Rules

Telephony

Computer-Telephony Integration (CTI)

Computer-Telephony Integration Toolkit

Salesforce Knowledge Base

Salesforce Knowledge

Data Categories

Solutions

Solutions

HTML Solutions

Entitlements and Service Contracts

Entitlement Management

Email Templates

Text, HTML, and Visualforce Email Templates

Web Portals

Customer Portal

Partner Portal

Community

Answers

Ideas

Salesforce for Twitter and Facebook

Analytics

Analytic Tools

Reports

Dashboards

Productivity Resources

Collaboration

Chatter

Files Tab

Calendar and Email

Activities

Service Cloud Overview

Getting Started Getting Started with Salesforce • Email • Salesforce for Outlook • Mail

Getting Started

Getting Started with Salesforce

Email

Salesforce for Outlook

Mail Merge

Content

Files Tab

Salesforce CRM Content

Document Library

Salesforce for Google Apps

Connect for Office

Mobile

Salesforce Mobile

Offline

Connect Offline

See Also:

Sales Cloud Overview Introduction

GETTING STARTED

Getting Started with Salesforce

Available in: All Editions except Database.com

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

For All Users

Edit your personal information.

Import your existing contacts.

For Administrators

Set up your Salesforce organization.

Import your company's existing data.

Getting Started For Developers • Review the Documentation Resources for Force.com Developers . See Also:

Getting Started

For Developers

Review the Documentation Resources for Force.com Developers.

See Also:

Language Settings Overview Error Messages Entering Data

Language Settings Overview

Trial Overview

Available in: All Editions except Database.com

The Salesforce Web user interface, Salesforce for Outlook, Connect for Outlook, Connect Offline, and Connect for Office are available in multiple languages.

The Salesforce Web user interface has two language settings:

Personal language All on-screen text, images, buttons, and online help display in this language. Edit your personal information to change this setting.

Default organization language This applies to all new users until they select their personal language. This setting also determines the language in which all customizations such as custom fields, tabs, and user interface options are stored. For customizations, users' personal language settings don't override this default setting. Some setup items that are manually entered by an administrator can be translated in the Translation Workbench.

Administrators can change this setting by editing the company information.

Text entered by users remains in the language in which it was entered.

Trial Overview

Available in: All Editions except Database.com

During your trial, you can evaluate Salesforce before you subscribe. Your trial includes:

Sample data. You can delete sample data or start a new trial.

Administrator privileges. The person who signed up automatically becomes the administrator. You can add another administrator when you add more users.

A variety of Salesforce features.

The ability to subscribe to Salesforce.

Getting Started Trial Overview Note: Features included in your trial may not be available in

Getting Started

Trial Overview

Getting Started Trial Overview Note: Features included in your trial may not be available in the

Note: Features included in your trial may not be available in the Edition you choose to purchase.

If you set up multiple users in your trial and later choose to convert to Personal Edition, all users except the original system administrator will be deactivated.

See Also:

Adding or Subtracting User Licenses

Deleting Trial Data

Available in: All Editions except Database.com

User Permissions Needed

To delete trial data:

Modify All Data

When you sign up for Salesforce, your organization is initially populated with some sample data. During your trial period, administrators can delete all of this sample data plus all of your organization s data at one time.

To delete all of the existing data in a trial organization:

1. Click Your Name > Setup > Data Management > Delete All Data. This link is available only during your trial period.

2. Enter the requested text stating that you understand that all of the data in your organization will be deleted. This includes both sample data and data you have entered. Your user and administration setup is not affected.

3. Click Submit.

After your trial period has ended, you can delete any sample data manually or with the Mass Delete feature.

See Also:

Trial Overview Starting a New Trial

Starting a New Trial

Getting Started Troubleshooting Login Issues Available in: Contact Manager , Group , Professional , Enterprise

Getting Started

Troubleshooting Login Issues

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

User Permissions Needed

To start a new trial:

Modify All Data

When you sign up for Salesforce, you can choose an industry-specific template with sample data. During your trial period, you can start a new trial with a blank template. To start a new trial, you must abandon your current trial, including all data and customizations.

You can start a new trial if you have:

Less than 1000 rows of data

No additional user licenses added by salesforce.com

No additional functionality enabled by salesforce.com

To start a new trial:

1. Click Your Name > Setup > Data Management > Start a New Trial. This link is available only during your trial period.

2. Select your language and template preferences.

3. Enter the requested text stating that you want to abandon your current trial organization and all of its data. This includes both sample data and data you have entered.

4. Check the box to confirm that all of your current trial data will be lost.

5. Click Submit.

6. When the confirmation page appears, click Submit.

Note: By choosing to start a new trial, you are abandoning your current trial organization including all existing data and customizations. You will no longer be able to access the trial or data. Only usernames will be preserved.

access the trial or data. Only usernames will be preserved. See Also: Trial Overview Deleting Trial

See Also:

Trial Overview Deleting Trial Data

Troubleshooting Login Issues

Available in: All Editions except Database.com

Logging in for the first time:

1. Your administrator adds you as a user.

2. You receive an email with a link. Click the link to log in.

3. While logging in, you are prompted to change your password, and set a security question response.

Getting Started Navigating The first time you log in you are prompted to change the

Getting Started

Navigating

The first time you log in you are prompted to change the temporary password that was emailed to you. Salesforce recommends that you change your password periodically to protect the privacy of your data. If your administrator has set the User passwords expires in setting, you must change your password periodically.

Overcoming password issues:

Forgot your password? Retrieve it.

Locked out? Wait until the lockout period expires and try again, or contact your administrator.

Password expired? Change your password when prompted.

The password policies set up by your administrator determine how many failed logins are allowed, how long the lockout period lasts, and password requirements such as minimum length.

Note: If your session is inactive for a period of time, the system prompts you to continue working or log out. If you don't respond to this time-out prompt, the system displays a login page.Note:

Navigating

Available in: All Editions except Database.com

You can navigate between pages and select options using standard text and button links.

On any detail page you can click the Back to List: link to return to your most recently viewed list page. The kind of list that you will be returning to is appended after the colon. For example, if the last list page you viewed was the 'D' page of the All Accounts view, clicking Back to List: Accounts returns you to that page. Similarly, if your most recently viewed list page was a list of cases, then the link would be Back to List: Cases. The link isn't available if you haven't viewed any list pages in your current session.

If your organization has enabled collapsible page sections, use the arrow icons next to the section headings to expand or collapse each section on the detail page.

Note: Buttons and links mentioned in the online help only display for users who have the appropriate user permissions. Note:

See Also:

About the Sidebar Navigating Long Lists

Entering Data

Available in: All Editions except Database.com

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

Getting Started Entering Data Note the following: • Remember to click Save so you don

Getting Started

Entering Data

Note the following:

Remember to click Save so you dont lose your changes.

Required fields are marked with red on editable pages. All other fields are optional.

Use inline editing to edit fields directly on the detail page. If inline editing isn't enabled, contact your administrator.

See Also:

Entering Dates and Times Entering Currency Entering Phone Numbers Selecting Picklist Values

Entering Dates and Times

Available in: All Editions except Database.com

Many fields allow you to enter a date or a time in the format specified by your Locale setting. For more information about these formats, see What format is used for dates, times, and names in Salesforce? on page 3102.

To enter a time, do one of the following:

Click the link next to the field on the edit page to enter the current time.

Manually enter a time in the format allowed by your Locale setting.

To enter a date:

1. Click in the date or date/time field on an edit page.

2. Choose a date from the calendar, or manually enter a date.

All dates display with four digits for the year, although you can enter two or four digits according to these guidelines. Examples are shown in the English (United States) locale:

Enter two digits from 00 to 59 for years 2000 - 2059, for example, 12/30/40 is saved as December 30, 2040

Enter two digits from 60 to 99 for years 1960 - 1999, for example, 12/30/60 is saved as December 30, 1960

Enter four digits for any year from 1700 to 4000

3. Optionally, enter a literal date value.

If your locale and language are English, you can use the following special date values for entering dates:

Literal Date Value

Range

Yesterday

The day before the current day.

Today

The current day.

Tomorrow

The day after the current day.

Getting Started Entering Data Literal Date Value Range Monday The next Monday. If the current

Getting Started

Entering Data

Literal Date Value

Range

Monday

The next Monday. If the current day is Monday, the current day.

Tuesday

The next Tuesday. If the current day is Tuesday, the current day.

Wednesday

The next Wednesday. If the current day is Wednesday, the current day.

Thursday

The next Thursday. If the current day is Thursday, the current day.

Friday

The next Friday. If the current day is Friday, the current day.

Saturday

The next Saturday. If the current day is Saturday, the current day.

Sunday

The next Sunday. If the current day is Sunday, the current day.

mm/dd

The values for the day and month and the current year. For example, 12/31 would expand to 12/31/2009 if the year is

2009.

mm.dd

The values for the day and month and the current year. For example, 12.31 would expand to 12/31/2009 if the year is

2009.

mm-dd

The values for the day and month and the current year. For example, 12-31 would expand to 12/31/2009 if the year is

2009.

If the field is a date/time field, the time is set to the current time. These literal date values are not case sensitive.

time. These literal date values are not case sensitive. Tip: You can set these literal date

Tip: You can set these literal date values using the first three letters. For example, yes for yesterday or mon for Monday.

Minimum and Maximum Dates

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

Getting Started Entering Data Note: These values are offset by your time zone. For example,

Getting Started

Entering Data

Getting Started Entering Data Note: These values are offset by your time zone. For example, in

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

See Also:

Entering Data Entering Currency Entering Phone Numbers Selecting Picklist Values

Entering Currency

Available in: All Editions except Database.com

In currency fields such as Quota or Annual Revenue, the Currency Locale setting in your Company Information determines the format and currency type of amounts you enter. For Group, Professional, Enterprise, and Unlimited Edition organizations that use multiple currencies, the format and currency type is determined by the Currency field in the record.

When you enter a monetary amount (or any other type of number), you can use the shortcuts k, m, or b to indicate thousands, millions, or billions. For example, when you enter 50k it displays as 50,000. However, these shortcuts do not work for filter criteria.

See Also:

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

Entering Phone Numbers

Available in: All Editions except Database.com

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

Getting Started Entering Data Note: If your ten- and eleven-digit phone numbers have Salesforce ’

Getting Started

Entering Data

Getting Started Entering Data Note: If your ten- and eleven-digit phone numbers have Salesforce ’ s

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

See Also:

Entering Data Entering Dates and Times Entering Currency Selecting Picklist Values

Selecting Picklist 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 controlling picklists work in conjunction with each other. The value chosen in the controlling picklist affects the values available in its dependent picklist. Both controlling and dependent picklists are indicated on edit pages

by an

and dependent picklists are indicated on edit pages by an icon. Hover your mouse over the

icon. Hover your mouse over the icon to display the name of the controlling or dependent picklist.

See Also:

Entering Data Entering Dates and Times Entering Currency Entering Phone Numbers

Editing Data Using Inline Editing

Inline editing settings available in: All Editions except Database.com

User Permissions Needed

User Permissions Needed

To enable inline editing:

Customize Application

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

Getting Started Entering Data To enable inline editing for your organization, see Customizing User Interface

Getting Started

Entering Data

To enable inline editing for your organization, see Customizing User Interface Settings on page 1477.

To edit a record using inline editing:

1. Hover your mouse over the field you want to change:

indicates an editable field•

indicates a read-only field (such as Last Modified By ) Last Modified By)

2. Double-click the highlighted region next to the field. The field changes to edit mode. Salesforce displays compound fields in a dialog box so that all portions of the field can be edited. Examples of compound fields include addresses, first and last names, dependent picklists, and dependent lookups.

3. Enter the new value. Press Esc while your cursor is in a field's edit box to revert a change for that field.

4. Click away from the field to confirm your change and continue making edits. If you are editing a field that is not a text area field, you can also press Enter to confirm your change. Confirmed changes display in bold orange text. To revert a

change, click

display in bold orange text. To revert a change, click next to the field. 5. Press

next to the field.

5. Press Enter again or click Save to commit all confirmed changes.

again or click Save to commit all confirmed changes. Important: Salesforce doesn't save confirmed changes to

Important: Salesforce doesn't save confirmed changes to field values until you commit them by pressing the Enter key a second time or clicking Save. Navigating away from the page without committing changes cancels all edits made to the record.

Tips for Saving Inline Edits

Press Enter while your cursor is in a field's edit box to confirm the change for that field.

Press Enter when no fields are in edit mode to save all edits to the record.

Unsupported Behaviors

Removing the Edit button from a page layout doesn't prevent users from modifying the record using inline editing. To prevent users from editing data altogether, administrators should use any combination of sharing rules, field-level security, page layout field properties, validation rules, permissions or Visualforce pages.

Inline editing isn't available for users with accessibility mode enabled.

Inline editing isn't available for the following standard checkboxes on case, lead, and account edit pages:

Case Assignment (Assign using active assignment rules)

Case Email Notification (Send notification email to contact)

Lead Assignment (Assign using active assignment rule)

Territory Assignment (Run territory assignment rules on save)

You can't use inline editing on setup pages.

Solution descriptions can't be modified using inline editing if HTML solutions are enabled.

Inline editing isn't supported in the Customer Portal.

You can use inline editing to change the values of fields on records for which you have read-only access, either via field-level security or your organization's sharing model; however, Salesforce doesn't let you save your changes, and displays an insufficient privileges error message when you try to save the record.

Inline editing isn't supported in the dashboard.

The fields in the following standard objects are not inline editable.

All fields in Documents and Pricebooks

All fields in Tasks except for Subject and Comment

All fields in Events except for Subject, Desription, and Location

Getting Started Entering Data ◊ Full name fields of Person Accounts, Contacts, and Leads. However,

Getting Started

Entering Data

Full name fields of Person Accounts, Contacts, and Leads. However, their component fields are, for example, First Name and Last Name.

Special Cases

Inline editing is available on detail pages for all editable fields on edit pages, except for some fields on tasks, events, price books, and documents. To edit any of these, navigate to the edit page of a record, change the value of the field desired, and then click Save. The following table lists the objects that have inline editing restrictions on some of their fields. You may need special permissions to view some of these fields:

Object

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

Custom fields

Tasks

Only the following fields are editable:

CallType

Description

Subject

Type

Custom fields

Documents

No fields are editable.

Pricebooks

No fields are editable.

Getting Started Error Messages Accessing Data While using Salesforce, you may occasionally get an error

Getting Started

Error Messages

Accessing Data

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

Accessing Data

Available in: All Editions except Database.com

Your administrator can customize many different areas to secure your company's data. Additionally, users in Professional, Enterprise, Unlimited, and Developer edition organizations can control the access that other users have to their data by sharing records individually with colleagues.

To determine whether you can access data, review this table:

Action

Access Needed

To view a tab:

You must have the Readpermission on the records within that tab.

Make sure you have customized your personal display to show the tab.

To view a record:

Make sure you have the Read permission on the type of record you want to view.

Professional, Enterprise, Unlimited, and Developer Edition organizations can set a sharing model that determines the access users have to records they do not own. Depending on your sharing model, the owner may need to share the record with you if you are not the owner of the record or above the owner in the role hierarchy.

Enterprise, Unlimited, and Developer Edition organizations can use territory management to grant access to accounts, opportunities, and cases.

To view a field:

Make sure you have the Read permission on the type of record for the field.

For Enterprise and Unlimited Edition organizations, check the field-level security; your field-level security settings may prevent you from seeing the field.

Check your page layout; depending on your page layout settings, you may see some fields and not others.

Getting Started     Action Access Needed To edit a field: • Make sure you

Getting Started

 
 

Action

Access Needed

To edit a field:

Make sure you have the Edit permission on the type of record for the field.

For Enterprise and Unlimited Edition organizations, check the field-level security; your field-level security settings may set a field to Read-Only.

Check your page layout; page layouts can set fields to read only.

To view a related list:

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.

To view a button or link:

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.

Using Salesforce Help

Using Salesforce Help

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

The Salesforce Help site gives you the information you need to be successful. You can:

Get Help for What You're Working On

Find Answers to Your Questions

Print Help

Download Tip Sheets and Other Guides

Review Documentation for Force.com Developers

Contact Support

Get Help for What You're Working On

On any Salesforce page, click Help for this Page to get context-sensitive help for the page. On any related list or overlay, click Help to get context-sensitive help.

Find Answers to Your Questions

To get targeted information, enter keywords or a phrase in the Help search box. You'll get a list of matching resources, which you can refine by role, language, application area, or document type: help documentation, knowledge articles from Customer Support, best practices, and training classes. For more information about the Help site's features and content, start with the How to Use Help gadget on the Help site home page.

Getting Started Print Help Supported Browsers Click Print this page from any Help page to

Getting Started

Print Help

Supported Browsers

Click Print this page from any Help page to print a single page. To print the entire user guide, which is a PDF version of the help documentation, click Printable User Guide in the Documentation gadget or from any Help page. Because the user guide is thousands of pages, we recommend you print only a single page or a range of pages.

Download Tip Sheets and Other Guides

You can find tip sheets, user guides, and other resources from Printable Tip Sheets & User Guides on page 3273. You can also access these documents from the Documentation gadget on the Help site home page.

Review Documentation for Force.com Developers

If you are working with the Force.com platform, you'll find the information you need in Documentation Resources for Force.com Developers on page 1984. You can also access developer documentation from the Documentation gadget on the Help site home page.

Contact Support

Click Contact Support on the Help site to choose your support option: talk by phone, chat, open a case, post a question to the Salesforce community, or take another action.

to the Salesforce community, or take another action. Note: Salesforce.com makes every effort to ensure the

Note: Salesforce.com makes every effort to ensure the accuracy of the information contained within the Help site, but assumes no responsibility or liability for any errors or inaccuracies that may appear. If you do find any errors, please use the feedback form at the bottom of every help page.

See Also:

Custom Help Overview Replacing Salesforce Online Help

Supported Browsers

Salesforce supports the following browsers:

Browser

Comments

Windows ® Internet Explorer ® versions 6, 7, 8, and 9

Salesforce.com strongly recommends using Internet Explorer version 9 over versions 6, 7, and 8. Apply all Microsoft ® hotfixes. Internet Explorer 6 is not supported for certain features. Internet Explorer 7 is not supported for Siteforce. For configuration recommendations, see Configuring Internet Explorer on page 27.

Mozilla ® Firefox ® , most recent stable version

Salesforce.com recommends using Firefox for best performance and makes every effort to test and support the most recent version. For configuration recommendations, see Configuring Firefox on page 25.

Google ® Chrome , most recent stable version

Google Chrome applies updates automatically; Salesforce.com makes every effort to test and support the most recent version. There are no configuration recommendations for Chrome. Chrome is not supported for the Console tab or the Service Cloud console.

Getting Started Supported Browsers   Browser Comments   Google Chrome Frame plug-in for Internet

Getting Started

Supported Browsers

 

Browser

Comments

 

Google Chrome Frame plug-in for Internet Explorer 6

Supported plug-in for Internet Explorer 6 only. Google Chrome Frame applies updates automatically; Salesforce.com supports only the most recent version. For configuration recommendations, see Installing Google Chrome Frame for Internet Explorer on page 25. Chrome Frame plug-in is not supported for the Service Cloud console or Forecasts.

Apple ® Safari ® version 5.1.x

Supported on Windows XP and Mac OS X version 10.4 and later. There are no configuration recommendations for Safari. Safari is not supported for the Salesforce CRM Call Center CTI Toolkit or the Service Cloud console.

Note: Salesforce.com uses the following domains to deliver content. If your users are allowed general access to the Internet, there is no required action. If you whitelist domains, you must add these to your list of allowed domains. If you've disabled third-party cookies (typically enabled by default in all major browsers), you must accept them for Salesforce to function properly.Note:

*.staticforce.com

*.content.force.com

*.force.com

*.salesforce.com

Some third-party Web browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or inconsistent behavior with Chatter, disable all of the Web browser's plug-ins and extensions and try again.• *.force.com • *.salesforce.com Salesforce.com strongly recommends a minimum screen

Salesforce.com strongly recommends a minimum screen resolution of 1024 x 768 for the best possible user experience. Screen resolutions smaller than 1024 x 768 may cause issues displaying Salesforce features such as Report Builder and Page Layout Editor.

Important: For all browsers you must enable JavaScript, cookies, and SSL 3.0.

Certain features in Salesforce as well as some desktop clients, toolkits, and adapters have their own browser requirements. For example:

Internet Explorer is the only supported browser for:

Standard mail merge (Chrome Frame plug-in for Internet Explorer isn't supported because the ActiveX controls required for mail merge are only supported in Internet Explorer.)

Installing Salesforce Mobile on a Windows Mobile device

Connect Offline

Internet Explorer 6 is not supported for:

Chatter

Global Search

Answers

Cloud Scheduler

The new user interface theme

Quote Template Editor

Service Cloud Console

Getting Started ◊ Forecasts ◊ Enhanced profile user interface ◊ Siteforce ◊ Schema Builder Supported

Getting Started

Forecasts

Enhanced profile user interface

Siteforce

Schema Builder

Supported Browsers

Firefox is recommended for the enhanced page layout editor.

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

See Also:

Installing Google Chrome Frame for Internet Explorer

Available in: All Editions except Database.com

Salesforce supports Google Chrome Frame for Internet Explorer version 6 only. Google Chrome Frame enables Internet Explorer to utilize Salesforce features such as the new user interface theme and Chatter.

To install Google Chrome Frame for Internet Explorer:

1. In the Internet Explorer address bar, go to www.google.com/chromeframe.

2. Click Get Google Chrome Frame and review the Terms of Service.

3. Click Accept and Install.

4. After the installation is complete, click Close and restart Internet Explorer.

See Also:

Supported Browsers

Configuring Firefox

Available in: All Editions

Salesforce.com recommends using Firefox for best performance and makes every effort to test and support the most recent version.

Required Settings

The following settings are required:

1. Click Tools > Options.

2. Enable JavaScript:

Getting Started a. Go to the Content panel. b. Select the Enable JavaScript option. 3.

Getting Started

a. Go to the Content panel.

b. Select the Enable JavaScript option.

3. Accept cookies:

a. Go to the Privacy panel.

b. For the Firefox will option, select Use custom settings for history.

c. Select the Accept cookies from sites option.

d. Select the Accept third-party cookies option.

e. For the Keep until option, select they expire.

4. Set encryption protocols:

a. Go to the Advanced panel.

b. Click the Encryption tab.

c. Select the Use SSL 3.0 option.

5. Click OK.

Advanced Settings

Supported Browsers

Optionally, configure advanced caching preferences to maximize performance:

1. Type about:config in the browser's location bar, and then press Enter.

2. If a warning displays, click I'll be careful, I promise!.

3. Search for the following preferences and set them to the recommended value by double-clicking the preference name. Changes take effect immediately.

4. Change how the browser retains common resources across requests by setting the following caching preferences.

Preference

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

True True network.http.use-cache True True Note: You can set some of these preferences by clicking
True True network.http.use-cache True True Note: You can set some of these preferences by clicking

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

Tip: Setting privacy.sanitize.sanitizeOnShutdown to True causes the cache to clear when Firefox shuts down. This increases privacy, but may decrease performance.

To view the contents of your cache, type about:cache in the Firefox location bar and press Enter.

Getting Started Supported Browsers Refer to MozillaZine Knowledge Base and Firefox Support Home Page for

Getting Started

Supported Browsers

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

See Also:

Supported Browsers

Configuring Internet Explorer

Available in: All Editions

Salesforce.com strongly recommends using Internet Explorer version 9 over versions 6, 7, and 8. Apply all Microsoft ® hotfixes.

To maximize the performance of Internet Explorer, set the following options in the Internet Options dialog box, which you can open by clicking Tools > Internet Options:

General Tab

1. From the General tab, click Settings under Browsing History (Temporary Internet Files for version 6).

2. For the Check for newer versions of stored pages option, select Automatically.

3. For the Disk space to use option (Amount of disk space to use in version 6), enter at least 50 MB.

Security Tab

1. From the Security tab, click Custom Level under Internet and scroll to the Scripting section.

2. Make sure the Active Scripting option is enabled. JavaScript depends on this setting being enabled.

Privacy Tab

1. 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 select the Do not save encrypted pages to disk option.

Select the Use SSL 3.0 option.

Getting Started Supported Browsers Tip: The Empty Temporary Internet Files folder when browser is closed

Getting Started

Supported Browsers

Getting Started Supported Browsers Tip: The Empty Temporary Internet Files folder when browser is closed option

Tip: The Empty Temporary Internet Files folder when browser is closed option causes the

cache to clear when Internet Explorer is shut down. This increases privacy, but may decrease performance.

See Also:

Supported Browsers

WORKING IN SALESFORCE

PERSONAL SETUP

Personal Setup Overview

IN S ALESFORCE P ERSONAL S ETUP Personal Setup Overview The available setup options vary according

The available setup options vary according to which Salesforce Edition you have.

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

The sidebar includes tools for browsing and searching setup options.

My Personal Information

Expand the My Personal Information folder under Personal Setup to access the following options.

Personal InformationEdit your user information, create quotas, view login history, and more (see Editing Your Personal Information on page 30).

Change My Password Change your password (see Changing Your Password on page 42).

Reset My Security Token Reset the security token that you may need to log into Salesforce from outside your company's trusted network (see Resetting Your Security Token on page 44).

My Groups Add, update, or delete your personal groups (see About Groups on page 554).

Change My Display Customize your display of tabs and related lists (see Customizing Your Display on page 41).

Grant Login Access Allow salesforce.com Customer Support representatives or your administrator to log in to your account (see Granting Login Access on page 31).

Calendar SharingAllow other users, personal and public groups, roles, or roles and subordinates to view your calendar (see Granting Access to Your Calendar on page 47).

Reminders Set your personal preferences for activity reminders (see Setting Reminders on Activities on page 109).

Record Type Selection Set your preferences for automatic selection of default record types (see Setting Record Type Preferences on page 48).

Email

Expand the Email folder under Personal Setup to access the following options.

My Email Settings Set your outbound email settings (see Editing Email Settings on page 46).

My Templates Create and edit your own email templates (see Managing Email Templates on page 436).

My Stay-in-Touch Settings Set your preferences for emails requesting contact information updates (see Editing Stay-in-Touch Settings on page 46).

Personal Setup Editing Your Personal Information Import Expand the Import folder under Personal Setup to

Personal Setup

Editing Your Personal Information

Import

Expand the Import folder under Personal Setup to access the following options.

Import My Accounts & Contacts Import accounts and contacts that you own (see Import My Contacts on page 759).

Import My Person AccountsImport person accounts that you own. Note that your administrator may have customized the text of this link.

Desktop Integration

Expand the Desktop Integration folder under Personal Setup to access the following options.

Check for Updates See what desktop client versions you have and install updates (see Checking for Desktop Client Updates on page 50).

Salesforce for Outlook Install Salesforce for Outlook to integrate your data with Microsoft ® Outlook (see Salesforce for Outlook Overview on page 2404). To download Connect for Outlook, see Force.com Connect for Microsoft Outlook Overview on page 2432.

Connect for Office Install Connect for Office to integrate your data with Microsoft Word and Excel (see Force.com Connect for Microsoft Office ® Overview on page 2488).

Connect Offline Install Connect Offline to work remotely when you are not online (see Force.com Connect Offline Overview on page 2495).

Connect for Lotus NotesDownload the Connect for Lotus Notes integration plug-in (see Force.com Connect for Lotus Notes Overview on page 2460).

Social Contacts

Expand the My Social Contacts folder under Personal Setup to access the following options.

Settings Configure the social networks that you want to use to see contacts' social profiles, or turn off the Social Contacts feature if you don't want to use it (see Configuring Your Social Contacts Settings on page 169).

Call Center Settings

Expand the Call Center Settings folder under Personal Setup to access the following options.

My SoftPhone Settings Set your SoftPhone user preferences (see Editing Personal SoftPhone Settings on page 2778).

Editing Your Personal Information

The available personal setup options vary according to which Salesforce Edition you have.

To update your personal information, click Your

Administrators can edit any user s information as described in Editing Users on page 476.

From the personal information page, you can change the following:

Personal Information To make changes, click Edit.

Name > Setup > My Personal Information > Personal Information.

See User Fields on page 32 for a list of the user fields.

If you change your email address, a confirmation message will be sent to the new address. You must click the link provided in that message for the new email address to take effect. This process is to ensure system security.

Change Password Click the Change Password button. See Changing Your Password on page 42.

Personal Setup Editing Your Personal Information • Approver Settings — Set preference for receiving approval

Personal Setup

Editing Your Personal Information

Approver SettingsSet preference for receiving approval request emails. See Changing Your Approval User Preferences on page 1704.

Storage Space Click View next to the Used Data Space or Used File Space field to see how much storage space you are using. See Monitoring Resources on page 704 for information on organization storage limits.

QuotasCreate and edit your quotas. See Setting Quotas for Customizable Forecasting on page 482 or Adding and Editing Quotas on page 45 if you do not have customizable forecasting.

Personal Groups Add, update, or delete your personal groups. See About Groups on page 554.

Default Sales Team Set up your default sales team. See Setting Your Default Sales Team on page 2344.

Default Account Team Set up your default account team. See Setting Up Default Account Teams on page 2218.

Login History Administrators can view the user s last ten successful and failed login attempts.

You also have access to view the following:

Public Group Membership Lists the public groups to which you belong, as determined by your administrator.

Managers in the Role Hierarchy Lists the users above you in the role hierarchy, as defined by your administrator. See Managers in the Role Hierarchy on page 32.

Territories Lists the territories to which you are assigned. See Managing Users in Territories on page 2361.

Assigned Mobile DevicesLists the mobile device from which you activated Salesforce Mobile for your Salesforce account. See Managing Mobile Devices on page 910.

Remote Access Lists the remote access applications that you have granted access to.

See Also:

Personal Setup Overview Changing Your Default Division

Viewing Public Group Membership

Available in: Professional, Enterprise, Unlimited, Developer, and Database.com Editions

To view which public groups include you as a member:

1. Click Your

2. Scroll down to the Public Group Membership related list, which lists the public groups of which you are a member.

3. To view a group's membership details, click the group name.

Name > Setup > My Personal Information > Personal Information.

See Also:

Editing Your Personal Information

Granting Login Access

Personal Setup Editing Your Personal Information Available in: All Editions Granting administrator access available

Personal Setup

Editing Your Personal Information

Available in: All Editions

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

In order to assist you, your administrator or a customer support representative may need to log in to the application using your login. You can grant access to them for a specified duration. The maximum period for granting access is limited to one year, for security reasons. During the time you have granted access, they can use your login and access your data to help you resolve any problems.

To grant login access:

1. Choose Your

2. Set the access expiration date, by choosing a value from the picklist.

3. Click Save.

If an administrator, support representative, or publisher makes setup changes using your login, the setup audit trail lists those changes, including the username of the delegate user who made the changes.

Note: You may be unable to grant access to certain support organizations due to restrictions set up by your administrator or based on the type of licensing used by a packaged application.

Name > Setup > My Personal Information > Grant Login Access.

> My Personal Information > Grant Login Access . See Also: Logging In as Another User

See Also:

Logging In as Another User Monitoring Setup Changes

Managers in the Role Hierarchy

Available in: Professional, Enterprise, Unlimited, Developer, and Database.com Editions

The Managers in the Role Hierarchy related list shows all of the users above you in the hierarchy. These users have the same access to your data as you do they have access to all data you own or that has been shared with you.

To view this related list, click Your the related list.

Name > Setup > My Personal Information > Personal Information, and scroll down to

See Also:

Managing Roles

User Fields

Personal Setup Editing Your Personal Information The available fields vary according to which Salesforce Edition

Personal Setup

Editing Your Personal Information

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

fields vary according to which Salesforce Edition you have. Note: The name “ workspace ” has

Note: The name workspace has changed. The new name is library unless your administrator has changed the name. We haven't changed how it works just made the name easier to understand.

A user's personal information or user detail page has the following fields, listed in alphabetical order. Some of these fields may not be visible or editable depending on your permissions or edition.

Field

Description

Accessibility Mode

Checkbox that enables or disables a user interface mode designed for visually-impaired users. See Enabling Accessibility Mode on page 3281.

Active

Administrative checkbox that enables or disables user login to the service.

Address

Street address for user. Up to 255 characters are allowed in this field.

Admin newsletter

Opt in to receive administrator-targeted promotional emails from salesforce.com. This field is not available if your organization has disabled your choice to receive emails from salesforce.com.

Alias

Short name to identify user on list pages, reports, and other pages where the entire name does not fit. Up to eight characters are allowed in this field.

Allow Forecasting

Indicates whether the user is allowed to use customizable forecasting or not. See Enabling Users for Customizable Forecasting on page 1268.

Api Token

Indicates whether or not an API token has ever been reset. Salesforce.com uses this field to help you troubleshoot issues related to API tokens if issues should occur.

Call Center

The name of the call center to which this user is assigned. See Managing Call Center Users on page 2794.

Checkout Enabled

Indicates whether the user is notified by email when his or her Checkout account is activated and available for login.

You must have Manage Billing permission to enable.

City

City portion of user s address. Up to 40 characters are allowed in this field.

Color-Blind Palette on Charts

Indicates whether the option to set an alternate color palette for charts has been enabled. The alternate palette has been optimized for use by color-blind users. For dashboard emails, the alternate palette is not used.

Personal Setup Editing Your Personal Information Field Description Community Nickname Name used to identify this

Personal Setup

Editing Your Personal Information

Field

Description

Community Nickname

Name used to identify this user in a community. Up to 40 alphanumeric characters are allowed; standard users can edit this field.

Company

Company name where user works. Up to 40 characters are allowed in this field.

Contact

Name of the associated contact if the user is a partner user.

Country

Country portion of user s address. Up to 40 characters are allowed in this field.

Created By

User who created the user including creation date and time. (Read only)

Currency

User s default currency for quotas, forecasts, and reports. Shown only in organizations using multiple currencies. This must be one of the active currencies for the organization.

Custom Links

Listing of custom links for users as set up by your administrator.

Default Currency ISO Code

User's default currency setting for new records. Available only for organizations that use multiple currencies.

Default Division

Division that is applied, by default, to all new accounts and leads created by the user, unless he or she explicitly sets a different division. When users create records related to an account or other record that already has a division, the new record is assigned to the existing record s division; the default division is not used.

This setting does not restrict the user from viewing or creating records in other divisions. Users can change their division at any time.

Available only in organizations that use divisions to segment their data.

Delegated Approver

User lookup field used to select a delegate approver for approval requests. Depending on the approval process settings, this user can also approve approval requests for the user.

Department

Group that user works for, for example, Customer Support. Up to 80 characters are allowed in this field.

Development Mode

Enables development mode for creating and editing Visualforce pages.

This field is only visible to organizations that have Visualforce enabled

Disable Auto Subscription For Feeds

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

Personal Setup Editing Your Personal Information Field Description Division Company division to which user

Personal Setup

Editing Your Personal Information

Field

Description

Division

Company division to which user belongs for example, PC Sales Group. Up to 40 characters are allowed in this field.

Email

Email address of user. Must be a valid email address in the form: jsmith@acme.com. Up to 80 characters are allowed in this field.

Email Encoding

Character set and encoding for outbound email sent by user from within Salesforce. ISO-8859-1 represents all Latin characters and should be used by English-speaking users. UTF-8 (Unicode) represents all characters for all of the worlds languages, but is not supported by some older email software.

Shift_JIS, EUC-JP and ISO-2022-JP are useful for

Japanese users.

Employee Number

Identifying number for a user.

End of day

Time of day that user generally stops working. Used to define the times that display in the user s calendar.

Fax

Fax number for user.

Federation ID

The value used to identify a user for federated authentication single sign-on. For more information, see Configuring SAML Settings for Single Sign-On on page 645. Also used with identity providers. See About Identity Providers and Service Providers on page 673

First Name

First name of user, as displayed on the user edit page. Up to 40 characters are allowed in this field.

Force.com Flow User

Administrative checkbox that grants a user the ability to run flows.

You must have the Manage Force.com Flow permission to enable.

Force.com Quick Access Menu

Enables the Force.com quick access menu, which appears in object list view pages and record detail pages, and provides shortcuts to customization features for apps and objects.

Information Currency

The default currency for all currency amount fields in the user record. Available only for organizations that use multiple currencies.

Data.com User Type

Enables a user to find contact and lead records from Data.com and add them to Salesforce. Also indicates the type of Data.com user. Data.com Users get a limited number of records to add per month, and their unused additions expire at the end of each month. For each Data.com User, you can see the monthly limit and number of records added during the month. Data.com List users share contact and lead record additions from a pool, and their additions never expire. You

Personal Setup Editing Your Personal Information Field Description   can see the organization's limit, and

Personal Setup

Editing Your Personal Information

Field

Description

 

can see the organization's limit, and the number of records each Data.com List User has added.

Knowledge User

Grants access to Salesforce Knowledge. The user's profile determines whether he or she has access to the Article Management tab or Articles tab.

Language

The primary language for the user. All text and online help is displayed in this language. In Professional, Enterprise, and Unlimited Edition organizations, a users individual Language setting overrides the organization s Default Language.

Not available in Personal Edition, Contact Manager, or Group Edition . The organizations Display Language applies to all users.

Last Login

Date of last login. (Read only)

Last Name

Last name of user, as displayed on the user edit page. Up to 80 characters are allowed in this field.

Locale

Country or geographic region in which user is located.

The Locale setting affects the format of date, date/time, and number fields, and the calendar. For example, dates in the English (United States) locale display as 06/30/2000 and as 30/06/2000 in the English (United Kingdom) locale. Times in the English (United States) locale display using a twelve-hour clock with AM and PM (for example, 2:00 PM), whereas in the English (United Kingdom) locale, they display using a twenty-four-hour clock (for example, 14:00).

The Locale setting also affects the first and last name order on Name fields for users, leads, and contacts. For example, Bob Johnson in the English (United States) locale displays as Bob Johnson, whereas the Chinese (China) locale displays the name as Johnson Bob.

For Personal Edition users, the locale is set at the organization level via Your Name > Setup > Company Profile > Company

Information. For all other users, their personal locale, available

at Your

Name > Setup > My Personal Information >

Personal Information, overrides the organization setting.

Make Setup My Default Landing Page

When this option is enabled, users land in the Setup page when they log in.

Manager

Lookup field used to select the user's manager. This field:

Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself.

Allows Chatter to recommend people and records to follow based on your organization's reporting structure. For more

Personal Setup Editing Your Personal Information Field Description   information, see People Recommendations

Personal Setup

Editing Your Personal Information

Field

Description

 

information, see People Recommendations Overview on

page 2141 and Record Recommendations Overview on page

 

2204.

This field is especially useful for creating hierarchical workflow rules and approval processes without having to create additional hierarchy fields.

Note: Unlike other hierarchy fields, Salesforce allows you to inactivate users who are referenced in

Note: Unlike other hierarchy fields, Salesforce allows you to inactivate users who are referenced in the

Manager field.

Marketing User

Checkbox that indicates whether user has access to create, edit, and delete campaigns and configure advanced campaign setup.

In order to use the campaign import wizards, Marketing Users must also have the Marketing User profile (or the Import Leads permission and the Edit permission on campaigns in Enterprise and Unlimited Edition organizations).

Mobile

Cellular or mobile phone number. Up to 40 characters are allowed in this field.

Mobile User