Contents

Title and Copyright Information

Preface

1 Introduction

2 Understanding Setup Tasks

3 Setting Up Implementation Users

4 Setting Up Security

5 Setting Up Sales Resources

6 Setting Up Geographies

7 Setting Up Sales Territories

8 Setting Up Work Assignment

9 Setting Up Currencies

10 Setting Up Common Components

11 Understanding Customer Information

12 Setting Up Sales Catalogs

13 Setting Up Sales Leads

14 Setting Up Opportunities

15 Setting Up Assessments

16 Setting Up Task Templates

17 Setting Up Sales Forecasting

18 Setting Up Sales Predictions

19 Understanding Sales Quotas

20 Setting Up Partner Relationship Management

21 Understanding Profile Options and Lookups

22 Understanding Social Networking

23 Setting Up Mobile Sales

24 Setting Up Outlook

25 Understanding Analytics and Reports

26 Understanding Audit Policies

27 Understanding Customization, Extensibility, and Integration

28 Understanding Import and Export

Glossary