Chapter 1. Setting up Salesforce CRM and the Company Profile

Application security is always important, and even more so when the application is delivered across a public network, such as the Internet. Salesforce.com has developed various mechanisms to secure the platform and reduce the chances of unauthorized people accessing your company data. This chapter describes the way login attempts to the system are controlled and the features available to help you manage your user's access to the Salesforce CRM application.

In this chapter, we will also look at establishing your company profile within Salesforce and how core information, such as the details that are provided when your company first signs up with Salesforce.com, can be managed. You will also be shown how to find your way around the Salesforce Setup menu, and will be introduced to the settings available for the organization-wide customization of the application's user interface along with the search facilities offered by the Salesforce CRM application.

Finally, you will be presented with a number of questions about the key features of Salesforce CRM administration in the areas of organization setup and the global user interface, which are covered in this chapter.

Throughout this chapter, notes and tips are provided to offer further guidance within the given areas of functionality; and have been generated from the practical results and experience of the Salesforce CRM system administration.

In this chapter, we will cover:

• The Salesforce setup menu

• User login and authorization

• Company profiles

• User interface

• Search overview and settings

• Questions to test your knowledge

To start with, we will look at the location and the features of the Salesforce Setup menu.