Salesforce.com Setup

2009. 8. 6. 09:08




Salesforce.com을 로그인하면 화면의 우측상단에 'Setup'이라는 링크버튼이 있다. 이 링크를 통해서 연결되는 화면은 Salesforce.com의 전체적인 설정을 할 수있는 화면이라고 생각하면 된다. 사용자 생성에서부터 입력양식 생성까지 Salesforce.com의 모든 설정이 이 부분에서 이루어진다는 표현이다.


Salesforce.com 로그인후 나타나는 화면에서 붉은색 박스 부분에 "Setup(설정)"이 보인다.


  위와 같이 Setup 화면에서는 Personal Setup, App Setup, Administration Setup으로 구분되어진다. 물론 각 부분마다 특징적인 설정이 가능하므로 각 메뉴를 알아보자.


[Salesforce.com의 Setup 메뉴구성]

Personal Setup

-. My Personal Information
          Personal Information
          Change My Password
          Reset My Security Token
          My Groups
          Change My Display
          Grant Login Access
          Calendar Sharing
          Reminders
-. Email
          My Email Settings
          My Templates
          My Stay-in-Touch Settings
-. Import
          Import My Accounts & Contacts
-. Desktop Integration
          Check for updates
          Force.com Connect Offline


App Setup
-. Customize
          Tab Names and Labels
          Home
          Activities
          Compaigns
          Leads
          Accounts
          Contacts
          Opportunities
          Forecasts
          Cases
          Self-Service
          Call Center
          Contracts
          Solutions
          Products
          Partners
          Salesforce to Salesforce
          Customer Portal
          Ideas
          Assets
          Users
          Console
          Tags
          Reports
          Search
          User Interface
-. Create
          Apps
          Custom Labels
          Objects
          Packages
          Report Types
          Tabs
          Workflow & Approvals
-. Develop
          Apex Classes
          API
          Components
          Email Services
          Pages
          S-Controls
          Static Resources
          Tools
-. View Installed Packages
-. Critical Updates



Administration Setup
-. Manage Users
          Users
          Roles
          Profiles
          Public Groups
          Queues
          Login History
-. Company Profile
          Company Information
          Manage Currencies
          Fiscal Year
          Business Hours
          Holidays
-. Security Controls
          Sharing Setting
          Field Accessibility
          Password Policies
          Session Setting
          Network Access
          Single Sign-On Setting
          View Setup Audit Trail
          Expire All Passwords
          Delegated Administration
          Remote Site Settings
          HTML Documents and Attachments Settings
-. Communication Templates
          Letterheads
          Email Templates
          Mail Merge Templates
-. Data Management
          Analytic Snapshots
          Import Accounts/Contacts
          Import Leads
          Import Solutions
          Import Custom Objects
          Storage Usage
          Mass Transfer Records
          Mass Delete Records
          Mass Transfer Approval Requests
          Mass Update Addresses Data Loader
-. Monitoring
          Imports
          Outbound Messages
          Time-Based Workflow
          Case Escalations
          API Usage Notifications
          Debug Logs
          Scheduled Jobs
          Apex Jobs
          Email Log Files
-. Mobile Administration
          Mobile Configurations
          Mobile Users and Devices
          Mobile Settings
-. Offline Administration
          Offline Briefcase Configurations
-. Email Administration
          Deliverability
          Compliance BCC Email
          Test Deliverability
          Email to Salesforce
-. Google Apps
          Settings

'CRM > Salesforce.com' 카테고리의 다른 글

왜 CRM은 실패할까?!  (0) 2009.09.18
Salesforce.com Certified Consultant  (0) 2009.08.06
Search Filter 기능  (0) 2009.08.06
Related List Hover Links  (0) 2009.08.06
Enhanced List View : 확장된 리스트 보기(=확장보기)  (0) 2009.08.06