Contents

Title and Copyright Information

Preface

1 About This Guide

2 Understanding Setup Tasks

3 Using Profile Options, Lookups, and Scheduled Processes

4 Setting Up Users and Security

5 Setting Up Common Components

6 Setting Up Multiple Business Units

7 Setting Up Geographies and Territories

8 Setting Up Work Assignment

9 Setting Up Multiple Currencies

10 Setting Up Search

11 Setting Up Accounts and Contacts

12 Setting Up Activities

13 Setting Up Products

14 Setting Up Sales Catalogs

15 Setting Up Price Books

16 Setting Up Promotions

17 Setting Up Sales Campaigns

18 Setting Up Leads

19 Setting Up Opportunities

20 Setting Up Opportunity Revenue

21 Setting Up Competitors

22 Setting Up Assessments

23 Setting Up Task Templates

24 Setting Up Forecasting

25 Setting Up Predictions

26 Setting Up Quotas

27 Setting Up Partner Relationship Management

28 Setting Up Office 365

29 Setting Up Social Networking

30 Setting Up Mobile Applications

31 Setting Up Outlook

32 Setting Up Gmail

33 Understanding Analytics

34 Understanding Audit Policies

35 Understanding Customization, Extensibility, and Integration

36 Understanding Import and Export

Glossary