This guide also applies to on-premise implementations

Contents

Title and Copyright Information

Preface

1 Introduction

2 Understanding Setup Tasks

3 Understanding Preconfigured Data and Processes

4 Setting Up Users and Security

5 Setting Up Common Components

6 Setting Up 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 Products

13 Setting Up Sales Catalogs

14 Setting Up Price Books

15 Setting Up Promotions

16 Setting Up Leads

17 Setting Up Opportunities

18 Setting Up Opportunity Revenue

19 Setting Up Competitors

20 Setting Up Assessments

21 Setting Up Task Templates

22 Setting Up Forecasting

23 Setting Up Predictions

24 Setting Up Quotas

25 Setting Up Partner Relationship Management

26 Setting Up Social Networking

27 Setting Up Mobile Applications

28 Setting Up Outlook

29 Understanding Analytics and Reports

30 Understanding Audit Policies

31 Understanding Customization, Extensibility, and Integration

32 Understanding Import and Export

Glossary