Administration

Salesforce Mobile Lite is an easy two-step process to set up: Enable and Notify. We go through a comparison of the differences between Salesforce Mobile Lite and Salesforce Mobile Standard.

Learn to use Facebook with Salesforce to grow your business.Integrating Facebook with Salesforce can have a number of benefits including storing a post as a lead or contact, replying to and “Liking” a post right inside Salesforce. It all starts with pulling the conversation into Salesforce.

If you ever accidently deleted a record, report, or dashboard thinking you would never see it again this video is for you. Salesforce allows you to recover a limited number of files from the recycle bin for 15 days. You can test this by “accidently” deleting one of your records.

Salesforce has great Calendaring features built in. You can manage your individual calendar and share it with your team and co-workers. Set-up public and resource calendars for your organization as well.

One of the most basic and recurring tasks you will have as an administrator is resetting passwords and troubleshooting why users cannot log in. The first thing you should do is check the user’s Login History.

Use the Data Export tool to backup your entire Salesforce.com instance or just certain objects in your database. You can also use the Data Loader to back up your instance, but one of the better features of the Data Export Tool is that it allows you to back up your documents and attachments.

This video shows you how to navigate to the custom field listing within the administration panel of Salesforce.com. It also describes and gives examples of each field type