Upgrading Packages. salesforce Salesforce Organization
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Set Up and Maintain Your Salesforce Organization Upgrading Packages
Assigning Licenses Using the API
Administrators can use the API to assign or revoke licenses for any managed package installed in their organization. License information for a package is stored in two objects, PackageLicense and
UserPackageLicense, which were previously accessible only from the Manage Licenses page under
Setup. These are now accessible as standard objects, so an administrator can assign licenses to specific users via API calls. This makes managing package licenses in a subscriber organization faster and easier, especially for large-scale deployments.
EDITIONS
Available in: Salesforce
Classic
For example, suppose an administrator installs an app for use by all 200 salespeople in the company.
Assigning a license to each salesperson from the UI is inefficient and time-consuming. Using the
API, the administrator can assign licenses to all salespeople, based on their profile, in one step.
Here are some common licensing tasks that administrators can use the API to do.
Available in: Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
USER PERMISSIONS
•
Determine the number of package licenses in use and available.
•
Verify if a specific user has a license for the package.
•
Get a list of all users who have a license for the package.
•
Assign a package license to a user or group of users.
•
Revoke a package license that was previously assigned to a user.
To manage licenses for an
AppExchange app:
•
“Manage Package
Licenses”
For details of the PackageLicense and UserPackageLicense objects and a code sample, see the Object Reference for Salesforce and
Force.com
.
Upgrading Packages
Salesforce supports upgrades for managed packages only. Publishers can publish an upgrade for a managed package and notify installers that the new version is available. Installers of a managed package can then install the upgrade as follows:
EDITIONS
1. Before you install an upgrade, determine if the app you installed was from a managed package.
Look for the Managed - Installed icon on the detail pages for each component and on the list of packages installed.
If the app you installed is not from a managed package, upgrades for it are not available.
Available in: Salesforce
Classic
Available in: Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
2. Then, install the upgrade in the same way you would install any other package from the
AppExchange. If the publisher provided a link to the new version, follow the link to the package posting and install it in your organization. The first page of the install wizard lists the current version you have installed, the version you’re about to install, and a list of additional components included in the new version.
USER PERMISSIONS
To upload packages:
•
“Upload AppExchange
Packages”
Notes on Upgrading Managed Packages
Consider the following when upgrading a managed package:
•
All existing custom objects that were previously deployed will still be deployed. Salesforce prompts you to deploy any new custom objects or previously undeployed custom objects.
To install and uninstall packages:
•
“Download
AppExchange
Packages”
•
Profile settings for components in a package are editable by the customer but not upgradeable by the package developer. If the developer makes changes to any profile settings after releasing the package, those changes won’t be included in an upgrade. Customers will need to manually update the profile settings after upgrading the package. In contrast, permission sets in a package are upgradeable by the developer, so any changes the developer makes will be reflected in the customer organization after upgrading the package.
870
Set Up and Maintain Your Salesforce Organization Installing Packages FAQ
•
If the developer chooses to add universally required custom fields, the fields will have default values.
•
Translation Workbench values for components that are “editable but not upgradeable” are excluded from upgrades.
•
If an installed package has
Restricted
API access, upgrades will be successful only if the upgraded version does not contain any s-controls. If s-controls are present in the upgraded version, you must change the currently installed package to
Unrestricted
API access.
•
When you upgrade a package, changes to the API access are ignored even if the developer specified them. This ensures that the administrator installing the upgrade has full control. Installers should carefully examine the changes in package access in each upgrade during installation and note all acceptable changes. Then, because those changes are ignored, the administrator should manually apply any acceptable changes after installing an upgrade.
SEE ALSO:
Force.com Quick Reference for Developing Packages
Installing Packages FAQ
•
Can I uninstall packages that I installed from AppExchange?
•
•
Why did my installation or upgrade fail?
•
Can I customize AppExchange packages?
•
Who can use AppExchange packages?
•
How can I upgrade an installed package?
•
How secure are the components I install?
•
What happens to my namespace prefix when I install a package?
EDITIONS
Available in: Salesforce
Classic
Available in: Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
•
Can I reinstall an AppExchange package after uninstalling it?
•
Can I uninstall packages that I installed from AppExchange?
Yes. All your installed packages are listed in the Installed Packages page. You can remove any package by clicking the Uninstall link next to the package name.
SEE ALSO:
Who can use AppExchange?
Anyone can browse and test drive AppExchange listings. Salesforce administrators and users with the “Download AppExchange packages” permission can install AppExchange apps. To publish an app on the AppExchange, a user must have both “Create AppExchange packages” and “Upload AppExchange packages” permissions.
871
Set Up and Maintain Your Salesforce Organization Installing Packages FAQ
Why did my installation or upgrade fail?
An installation can fail for several reasons:
•
The package includes custom objects that will cause your organization to exceed its limit of custom objects.
•
The package includes custom tabs that will cause your organization to exceed its limit of custom tabs.
•
The developer of the package has uploaded a more recent version of the package and has deprecated the version associated with this installation URL. Contact the publisher of the package to get the most recent installation URL.
•
You’re trying to install an extension to a package, and you don't have the base package installed.
•
The package requires that certain components are enabled in your organization, or that required features are enabled in your edition.
•
The package contains Apex code and you are not authorized to run Apex in your organization.
•
The package you’re installing has a failing Apex test.
Can I customize AppExchange packages?
Yes, all packages are customizable. However, to ensure compatibility with future versions, some aspects of managed packages can't be changed.
For a list of components that are editable in a managed package, see ISVforce Guide .
Who can use AppExchange packages?
If you use an Enterprise, Unlimited, Performance, or Developer Edition organization, you can choose which user profiles have access to the package as part of the installation process. Packages installed in Professional and Group Edition organizations are installed with “Full
Access” to all user profiles. However, regardless of Edition, all custom objects are installed in “In Development” mode which hides them from all standard users. Users must have the “Customize Application” permission to view custom objects in “In Development” mode.
When you are ready to roll out the package to other users, change the custom object status to “Deployed.”
How can I upgrade an installed package?
Managed packages are completely upgradeable. Before installing a package, contact the publisher to determine if it’s managed.
How secure are the components I install?
Salesforce performs periodic security reviews of all publicly listed applications on AppExchange. When installing third party applications with access to data, these applications may have access to other data within the organization where the package was installed. Private listings do not go through a security review and administrators should inspect the application carefully before determining whether it should be installed within their organization.
What happens to my namespace prefix when I install a package?
A namespace prefix is a globally unique identifier that you can request if you plan to create a managed package. All the components from a managed package that you install from another developer contain the developer's namespace prefix in your organization.
Unmanaged packages can have a namespace prefix while they're developed in an org that contains a managed package. This namespace isn’t used outside of the development (publisher) org. If an unmanaged package is installed in an org that has no namespace, then the unmanaged components have no namespace in the subscriber org. If an unmanaged package is installed in an org that has a namespace, then the components get the namespace of the subscriber org.
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Set Up and Maintain Your Salesforce Organization Learn More About Setting Up Salesforce
Can I reinstall an AppExchange package after uninstalling it?
Yes. You can reinstall a package in the same manner that you installed it.
SEE ALSO:
When I install a package that’s listed on the AppExchange, do custom objects, tabs, and apps in that package count against the limits of my Salesforce Edition?
No. If you install a package from the AppExchange, its custom objects, tabs, and apps don’t count against the limits of your Salesforce edition. However, if the package uses other types of custom components, such as custom fields, they count against the relevant limits of your Salesforce edition.
Note: These rules apply only to managed packages that are listed on the AppExchange. If you install an unmanaged package or a managed package that’s not publicly listed on the AppExchange, its custom objects, tabs, and apps count against the limits of your Salesforce edition.
Learn More About Setting Up Salesforce
In addition to online help, Salesforce creates video demos, guides, and tip sheets to help you learn about our features and successfully administer Salesforce.
Data Import
For End Users For Admins
Guides and Tip Sheets
Data Loader Guide
Importing Your Organization’s Accounts and Contacts
Using Mass Delete to Undo Imports
Videos
Best Practices for Importing Data
Learn the top pain points experienced by our customers, so you can avoid them entirely!
This video details how to delete a bad import, how to back up data before import, and more.
Choosing the Right Tool
Learn Data Loader in depth, so you can decide whether it’s right for your needs. We compare it to the Import Wizards and also list some other tools to consider.
Cleaning and Preparing Your Data Using Excel
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Excel offers many features and functions to make quick work of getting your data files ready for import. We show you some practical ways to use these features with your import data.
Cleaning Up Your Import File
Learn how to clean up your import files and get Salesforce ready, and best practices for keeping data clean once it’s been imported.
Importing Your Accounts and Contacts—Part 1: Exporting Your Data
In this video, we walk you through how to import Account and Contact data using the
Data Import Wizard. Once you have your data in a CSV file, you can use the wizard to import it and map fields.
Importing Your Accounts and Contacts—Part 2: Importing Your Data
Owner IDs and Parent IDs
Learn, step by step, which objects to import, and when. The video describes how to make sure a child object, such as opportunities, has the correct owner and parent record. The video also demonstrates how to import an object using the Data Loader.
For End Users For Admins
Data Management
Guides and Tip Sheets
Salesforce Field Reference Guide
Getting Started with Divisions
Getting Started with Divisions
Resolving Data Conflicts and Errors in Force.com Flex Apps
Managing Duplicate Records in Salesforce
Videos
Managing Duplicate Records in Salesforce with Duplicate Rules
Learn how Duplicate Management can help you maintain data quality in Salesforce your org. This video shows you how to create duplicate rules that control the detection of duplicates. Duplicate rules also determine a user’s ability to save a duplicate record.
Identifying Duplicate Records with Matching Rules
Learn how to create a matching rule so you can control how duplicate records are identified.
For End Users For Admins
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Set Up and Maintain Your Salesforce Organization Learn More About Setting Up Salesforce
For End Users For Admins
Understanding Matching Rules
Learn how matching rules work to identify duplicate records.
Data.com
Guides and Tip Sheets
Videos
Finding Data.com Accounts and Contacts and Adding Them to Salesforce
Learn how to find Data.com accounts and contacts and add them to Salesforce.
Get More Accounts in Lightning
Get the accounts you need to keep your sales pipeline full. Search for and filter on Data.com
accounts.
Get More Contacts in Lightning
Get the contacts you need to keep deals moving. Search for and filter on contacts for a related company in Lightning.
How Do I Set Up Data.com Clean?
This video shows Salesforce administrators how to set up and maintain Data.com Clean.
Using the Data.com Industry Selector
Learn how to use the Data.com Industry Selector to navigate easily through extensive industry lists and add industry criteria to your search for accounts or contacts.
The Importance of High Quality Data
Talk with Drew Alexander About High Quality Data
Talk With Drew Alexander About Data.com Clean
For End Users For Admins
Managing Users
Videos
Removing Users’ Access to Salesforce
Deactivating users in Salesforce removes access to their account data while preserving their historical activity and records. Once you understand why you deactivate users rather
For End Users For Admins
875
Set Up and Maintain Your Salesforce Organization than deleting them, learn how to deactivate someone and see what happens to their data.
Learn More About Setting Up Salesforce
For End Users For Admins
Salesforce Identity
Videos
Enhancing Security with Two-Factor Authentication
See a demonstration of Two-Factor Authentication for Salesforce, and when to use it.
Integrating Active Directory with Salesforce using Identity Connect
Learn to integrate Active Directory with Salesforce using Salesforce Identity Connect, simply. This video shows how to set up Identity Connect so your users can authenticate, and you can keep Salesforce user synchronized with Active Directory users.
Salesforce as a Single Sign-On Provider
Learn how simple it is to configure Salesforce Identity as a Single Sign-On provider to third-party applications. In this video, we quickly set up Salesforce as an Identity Provider for Google Apps.
Salesforce Identity Demo
Take a quick tour of some of Salesforce Identity's amazing features. In this demo, we cover branding, single sign-on, access management, policies, reporting, and more.
Setting Up a My Domain
Learn about the advantages of setting up a custom URL for your Salesforce org using "My
Domain". My Domain greatly enhances your control over login services, providing for seamless single sign-on, or custom branding of the Salesforce login page.
Setting Up Single Sign-On
This video demonstrates the Salesforce single sign-on "best practice" recommendations for employees. Partners and customers with Portals and Communities can also use these best practices. The video also covers critical debugging strategies.
Setting Up the App Launcher
Set up, use, and manage the Salesforce App Launcher. This portal provides your users with a single sign-on interface for launching approved Salesforce apps and external applications.
Single Sign-On and Access Management for Mobile Applications
Learn how to enable connected apps for mobile users while maintaining control over authorization rules and policies using Salesforce Identity and OAuth. This video covers
For End Users For Admins
876
Set Up and Maintain Your Salesforce Organization Learn More About Setting Up Salesforce mobile-specific policies, like PIN protection, session timeout, single sign-on integration, auditing and reporting.
Social Sign-On
Learn how to configure Social Sign-On. This feature allows your users to sign in to your
Salesforce org via My Domain using their social network credentials.
For End Users For Admins
Security
Guides and Tip Sheets
Security Implementation Guide
Identity Connect Implementation Guide
Platform Encryption Implementation Guide
Salesforce Identity Implementation Guide
Single Sign-On Implementation Guide
Understanding User Sharing
Understanding Defer Sharing Calculations
Videos
Editing Role-Based Category Group Visibility
Allows certain roles to view information, such as questions in an answers community or articles in a knowledge base, according to specific data categories.
How to Grant Login Access
To help you, your Salesforce administrator, or Salesforce Support, can log in to your
Salesforce account. This video demonstrates how to let your Salesforce Admin or Salesforce
Support access your account for a specified amount of time without distributing sensitive information like your password.
Letting Your Salesforce Administrator Access Your Account
Learn how you can grant your administrator access to your Salesforce account without distributing your password.
Learn More About the Security Health Check
This video introduces the Security Health Check, a tool for Salesforce admins. Learn how to evaluate and remediate security risks for your entire Salesforce org.
Introduction to Salesforce Authenticator
For End Users For Admins
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Learn about Salesforce Authenticator, a mobile app you use for two-factor authentication.
The app sends you a notification when someone tries to access your account or data.
You verify or block the activity with just a tap on your mobile device. If you want, you can also enable location services to verify automatically whenever you’re in a location you trust.
Salesforce Authenticator: Set Up a Two-Factor Authentication Requirement
Learn how to set a two-factor authentication at login requirement for users in your
Salesforce org. Users can use the free Salesforce Authenticator mobile app to verify their identity when they log in. For more on permission sets, watch Who Sees What: Permission
Sets .
Protect Your Data with Salesforce Shield Platform Encryption
Learn how to encrypt fields and files in your Salesforce org. With Shield Platform Encryption, your data is protected from prying eyes when it’s sitting in the cloud, not just when it’s in transit over the internet.
Who Sees What: Overview
Learn how you can control who sees what data in your organization.
Who Sees What: Organization Access
Learn how to restrict login through IP ranges and login hours.
Who Sees What: Object Access
Learn how you can grant users access to objects by using profiles.
Who Sees What: Organization-Wide Defaults
Learn how you can restrict access to records owned by other users.
Who Sees What: Record Access via the Role Hierarchy
Learn how you can open up access to records using the role hierarchy.
Who Sees What: Record Access via Sharing Rules
Learn how you can grant access to records using sharing rules.
Who Sees What: Field-Level Security
Learn how you can restrict access to specific fields on a profile by profile basis.
Who Sees Whom: User Sharing
Learn how you can control visibility among users in your organization.
Who Sees What: Permission Sets
Learn how to give users more permissions and access settings without changing profiles.
For End Users For Admins
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Who Sees What: Record Types
Learn how to organize and gather data for the same object, in different ways, using record types.
For End Users For Admins
879
INDEX
A
Access about
revoking
Accounts creating export file
mass transferring
ACT!
exporting data
field mapping for import
activate browser
Activating critical updates
activations
Active Directory
Activities controlled by parent
Addresses mass updating
Administration separation of duties
Administrative permissions
Apex adding classes or triggers to monitor
adding users to monitor
callout endpoint
monitoring system logs
resetting debug logs
viewing debug logs
Apex classes
Apex Data Loader
See Data Loader
Apex REST API
Apex SOAP API
API access
API Client Whitelisting
App Launcher configure
permission set
profile
App permissions
appear
appears
AppExchange downloads
880
AppExchange (continued) packages
who can use
Apps who can use packages
assigning licenses for
,
managing licenses for
revoking licenses for
visibility, setting in permission sets
visibility, setting in profiles
Article fields searched
Articles
Asset exporting
fields searched
Attachment fields searched
Auditing fields
authentication
authentication providers
Authentication providers community
Janrain
,
Microsoft
OpenID Connect
PayPal
plug-in
Salesforce
scope
sites
startURL
Authenticator App
B
Background jobs about
sharing recalculation
viewing
Backing up data exporting your data
Index
baseline
bring your own key
,
,
bring your own keys
,
Bulk API uploading attachments
Business account fields searched
BYOK
,
C
Calendar enabling click-and-create event creation
enabling drag-and-drop editing
enabling Home tab hover links
Calendar event fields searched
Campaign
Case fields searched
fields searched
certificate
certificates
Certificates api client
creating
mutual authentication
uploading
Chatter license types
Chatter feed fields searched
Chatter group fields searched
Collapsible sections customizing
Command line configuration file (Data Loader)
encrypted password (Data Loader)
encryption key (Data Loader)
field mapping file (Data Loader)
importing data (Data Loader)
introduction (Data Loader)
prerequisites (Data Loader)
Communities authentication
security
community request parameter
Company information editing
881
Company information (continued) fields
language setting
Consulting Partner what is a consulting partner
Contact fields searched
Contacts creating export file
Content setup for Salesforce Classic Mobile
Contract fields searched
Contract line item fields searched
Cookies
Corporate currency
See Currency
create new user
create tenant secret
creating
Creating groups
mobile configurations
Salesforce Classic Mobile custom views
Criteria-based sharing rules
Critical updates activating
overview
crowding
Currency active
conversion rates
corporate currency
currency locale
importing multiple currencies
inactive
multicurrency
personal currency
supported
Currency locale
See Currency
Custom fiscal year about
customizing
customizing labels
templates
Custom object fields searched
Index
Custom objects delegated administration
importing
permissions
Custom permissions enabling in permission sets
enabling in profiles
Custom Report Types building
creating
duplicate management
editing
editing object relationships
editing report fields layout
mobile
setting up
tips and considerations
Custom views mobile custom views
permission sets
profiles
Customer Portal organization-wide defaults
Customizable forecasts about fiscal year
Customizing collapsible sections
dashboard settings
maps
quick create
related list hovers
related list loading
report headers
report settings
search
search results filters
,
tags
user interface
D
D&B Company fields searched
Dashboards
Component snapshots
email notifications
enabling Dashboard Finder
enabling floating headers
Lotus Notes image compatibility
mobile
882
Dashboards (continued) sending to portal users
user interface settings
data
Data exporting
importing
Data Import Wizard
Data Loader attachments
batch files
batch mode
batch mode parameters
blank fields, replacing
Bulk API
,
column mapping
command line interface
command line introduction
command line operations
config.properties
configuration file (command line)
configuring
configuring batch processes
Data Loader not importing special characters
data types
Database Access
date formats
date, wrong
encrypted password (command line)
encryption key (command line)
field mapping file (command line)
importing data (command line)
importing permissions
importing, wrong date
installed files
installing
JDBC Driver
logging in
overview
password encryption
prerequisites (command line)
sample files
settings
Spring Framework
starting batch processes
system requirements
third-party licenses
troubleshooting
updating fields with blank values
Index
Data Loader (continued) uploading
uploading attachments
using
when to use
wrong date
Data sets samples in Salesforce Classic Mobile
Data storage
data visibility
Data.com
duplicate management
duplicate prevention
date
Deactivating users
Debug logs adding classes or triggers to monitor
adding users to monitor
monitoring
removing classes or triggers from monitoring
removing users from monitoring
resetting
retaining
viewing
Debugging adding classes or triggers to monitor
adding users to monitor
monitoring logs
removing classes or triggers from monitoring
removing users from monitoring
resetting debug logs
viewing logs
Dedupe
Defer sharing calculations
Defining custom fiscal year
Delegated authentication configuring single sign-on
single sign-on
Deleting import data
mobile devices
multiple records
sample data
users
Desktop clients setting user access
Destroy a Tenant Secret
883 destroy key
Device lost device
lost phone
Devices deleting
discussion search
Divisions creating
default division, changing
editing
enabling
mass transfer of records
overview
reporting
setting up
Document fields searched
Domain name define a domain name
getting system performance information
login page branding
login policy
overview
URL changes
Domains
Duplicate management duplicate rules
limitations
matching rules
Duplicate Management custom report types
duplicate record items
duplicate record sets
duplicate rules
,
end-user experience
error log
limits
matching rules
standard matching rules
Duplicate prevention
Data.com
duplicate rules
matching criteria
matching examples
matching rules
Duplicate Record Items custom report types
,
Index
Duplicate Record Items (continued) duplicate management
duplicate record sets
duplicate rules
Duplicate Record Management custom report types
duplicate record items
duplicate record sets
duplicate rules
Duplicate Record Sets custom report types
duplicate management
duplicate record items
duplicate rules
Duplicate rule standard duplicate rules
Duplicate rules create
edit
end-user experience
,
error log
matching rule, associated
Duplicate Rules duplicate record items
duplicate record sets
E
Editing custom report type object relationships
custom report types
groups
report field layout for a custom report type
users
Email restricting user email domains
Salesforce Classic Mobile deployment
Email templates folders
Enable
Salesforce1 mobile browser app
Visualforce
encrypted date
encryption concepts
terms
Enhanced lists enabling
Enhanced lookups enabling
884
Enhanced page layout editor enabling
Enhanced profile user interface about
apps
enabling
system
Entitlement fields searched
Error messages
Error page customizing in SAML
Example
Export and Import Tenant Secret destroy tenant secret
,
Export and import tenant secrets
Export file backup data
creating for import
Exporting backup data
data for import wizards
from ACT!
from LinkedIn
from other data sources
from Outlook
from Salesforce
Extended Mail Merge activating
delivery options
external objects fields searched
related lists, loading
External organization-wide sharing settings disabling
F
FAQ campaign import limit
component security
customizing packages
Data Loader
Data Loader not importing special characters
import size restrictions
Import wizard, updating
importing fields
importing multiple currencies
importing or uploading data
importing with Data Loader
Index
FAQ (continued) installed packages and limits
Logging into Data Loader
mass upload
package install failure
package upgrade failure
reinstalling AppExchange packages
replacing fields with blank values
supported languages
uninstalling AppExchange packages
updating fields with blank values
updating records, import wizard
Updating, mass records
using AppExchange
using AppExchange packages
what data can be imported
wrong date imported to Salesforce with Data Loader
field
Field Audit Trail
Field History
Field-level security accessibility
permission sets
Fields profiles
access
accessibility
auditing
,
company information
field-level security
,
history
mass updating addresses
permissions
roles
sharing model
tracking changes
user
File fields searched
File storage
Fiscal year custom fiscal year
setting
standard fiscal year
Floating report headers enabling
Folder analytics
dashboard
Folder (continued) reports
sharing
Folders accessibility
creating
deleting
documents
email templates
permissions
Force.com API usage
Force.com business logic
Force.com most used licenses
Force.com portal roles
Force.com schema usage
Force.com user interface
Freeze user
G
General permissions
generate tenant secret
Generating security keys
Getting started mass upload
supported languages
Group membership calculations
Groups about
considerations
creating and editing
manager groups
member types
viewing lists
H health check
health check score
high assurance
High-volume portal users granting access to user records
History disabling field tracking
fields
Hover details enabling
I
Idea fields searched
885
Index
identity confirmation
Identity provider about
adding on login page
editing
enabling
example
values
viewing details
Identity providers error log
event log
examples
portals
sites
success log
identity verification
,
,
Identity Verification
Implicit sharing
Import wizards
Data Import Wizard
Importing accounts
campaign members
contacts
creating export file data
custom objects
data
Data Import Wizard
Data Loader, wrong date
data preparation
date, wrong
field mapping for ACT!
field mapping for leads
field mapping for organization import
field mapping for other sources
field mapping for Outlook
fields
importing or uploading data
leads
multiple currencies
,
overview
package data
permissions
person accounts
record owner column
size restrictions
solutions
undoing an import
886
Importing (continued) wrong date
Inline editing enabling
permission sets
profiles
Insufficient Privileges errors
Apex trigger
object-level
process-level access
record-level access
validation rule
Integration values
J
Just-in-time provisioning example SAML assertions
Just-in-Time provisioning community requirements
portal requirements
requirements
Just-in-Time provisioning errors
K key
key management
Key pairs creating
L
Language settings, about
Languages setting the organization language
Lead settings
Leads fields searched
creating export file
field mapping for import
mass transferring
Licenses
Chatter
Chatter External
Chatter Free
Chatter Only
Chatter Plus
Communities
Database.com
Index
Licenses (continued) feature licenses
for managed packages
overview
permission set licenses
Platform
portal
Salesforce users
Site.com
Sites
user licenses
,
users
Lightning home setup
Lightning Experience
Home
Lightning Experience Home assign page
set default page
Lightning Login
,
Limits
Duplicate Management
Salesforce Classic Mobile app
LinkedIn authentication provider
Links exporting data
Visualforce Mobile
Locale settings, about
supported
log in
log in to multiple organizations
Logging in as another user
SAML start page
Logging out
Login
SAML
activations
enabling identity provider
failures
history
hours, restricting
identity provider
identity verification
IP address ranges, restricting
,
restricting
,
restricting IP addresses organization-wide
887
Login (continued) service provider
session security
Login Flow connect
create
overview
login forensics considerations
Login Forensics enable
login history
login verification
,
Lookups enabling auto-completion
enabling enhanced lookups
fields searched
,
recent items
specifying filter fields
M
Managed packages assigning licenses for
managing
Manual sharing sharing sets, differences
Marketing User assigning
mask
masking
Mass delete
Mass mail
Salesforce Classic Mobile deployment
Mass updating addresses
Master encryption keys
Match Keys custom matching rules
standard matching rules
Matching examples
Matching Methods exact matching
fuzzy matching
Matching rule matching criteria
matching equation
standard matching rules
Matching rules create
Index
Matching rules (continued) duplicate rules
error log
error message
exact matching
fuzzy matching
,
match engine
matching algorithm
matching criteria
matching methods
,
OR operators
standard matching rules
,
Matching Rules custom rules
match keys
,
performance
standard rules
Microsoft authentication provider
Mobile usage data reports
Mobile Push Registrations page
Mobile usage data reports
Modify All permission
monitoring
Monthly export
Data
Multi-Currency
Multicurrency
See Currency
My Domain
See: Domain name
N
Named credentials about
authentication permissions
creating
permissions, per-user authentication
Network access
,
Note fields searched
notifications
Notifications
Salesforce1
O
Object permissions permission sets
888
Object permissions (continued) profiles
Object-level security
Operating Hours fields searched
Opportunity fields searched
Organization profile
See Company information
Organization-wide defaults parallel recalculation
Organization-wide sharing settings about
community user visibility
manual user record sharing
portal user visibility
setting
specifying
standard report visibility
user records
Other data sources exporting data
Outlook exporting data
field mapping for import
P
Packages configuring installed packages
importing data
installations
installing packages
licenses
managing licenses for
uninstalling packages
upgrading packages
Page layouts assigning
assigning in profiles
enhanced editor, enabling
Salesforce Classic Mobile
partitions org cache
session cache
setup of
Partner Portal organization-wide defaults
Salesforce Classic Mobile access, configuring
Index
Password change user
,
identity confirmation
identity verification
,
login verification
,
two-factor authentication
Password Policies setting in profiles
Passwords change
change by administrator
change user
changing by user
expire passwords
expiring
,
identity confirmation
,
login verification
,
policies
reset by administrator
reset passwords
settings and controls
two-factor authentication
People fields searched
Per-user authentication enabling for named credentials
Performance chart setup
permission set licenses
Permission set licenses
Permission sets about
,
app permissions
apps
assigned users
assigning to a single user
assigning to multiple users
cloning
considerations
creating
deleting
,
editing
enhanced list views
field permissions
licenses
list views, creating and editing
named credential permissions
navigating
object permissions
,
889
Permission sets (continued) overview page
record types
removing user assignments
searching
system
system permissions
tab settings
user licenses
viewing
viewing lists
Permissions about
administrative
app
field
general
importing data
Modify All
object
revoking
Salesforce Classic Mobile
searching
system
user
View All
Person account fields searched
Person accounts importing
Personal currency
See Currency
Personal groups
Personal tags deleting for deactivated users
enabling
Phone lost device
lost phone
Picklists state and country picklists
,
State and country picklists
,
Platform Cache partitions
purchasing
trials
policies
,
Portals organization-wide defaults
Index
Price book fields searched
Product fields searched
Profiles about
assigned users
cloning
creating
creating list views
deleting
,
desktop client access
editing
editing, original user interface
enhanced list views
enhanced user interface, about
field permissions
field-level security
login hours
,
,
login IP address ranges
named credential permissions
object permissions
,
overview page
page layout assignments
record types
,
searching
settings, original user interface
tab settings
user permissions
viewing
viewing lists
Public groups
Public tags enabling
Q
Question fields searched
Quick Create customizing
Quote fields searched
R reassign user license
Record owner column creating import files
Record types access, about
890
Record types (continued) assigning in permission sets
assigning in profiles
,
assigning page layouts for
Related lists enabling separate loading
Remote site configuration
Report fields searched
Report Builder upgrading
Reports column row
divisions
email notifications
enhanced charts in Salesforce1
exclude confidential information disclaimer
floating header row
historical
Opportunity
report notifications
Salesforce Classic Mobile
sending to portal users
trending
upgrading report builder
user interface settings
Request parameters authorization endpoint
community
scope
site
startURL
Requested meeting fields searched
Reset password all
Reset User Passwords
Resource Absence fields searched
Resources consumed monthly
Role hierarchies about
Roles assigning to users
fields
manage
managing
view
Index
Roles (continued) viewing
Rotating master encryption keys
,
Rules, sharing
See Sharing rules
S
Salesforce Authenticator
Salesforce Authenticator mobile app connect account
Salesforce Classic Mobile changing timeout values
creating mobile configurations
custom list views
custom report types
dashboards
data sets
default mobile configuration
disable access
emailing users
enable users
enabling Content
erasing data
global variables
merge fields
mobile configurations
mobile devices
object properties
overview
partner user access
permissions
reports
sample data sets
settings
setup
tabs
testing mobile configurations
tips
users
viewing device detail
Salesforce Classic Mobile app limits
Salesforce CRM Content fields searched
Salesforce Files Sync file security
Salesforce1 navigation menu notes
notifications, enabling
891
Salesforce1 (continued) wizard
Salesforce1 downloadable apps cache
configuring user access
connected app attributes
enable offline access
enabling
offline access
,
Offline Edit feature
offline limitations
password management
security settings
update data offline
view data offline
what’s available offline
Salesforce1 mobile app branding
customizing navigation menu
navigation menu overview
network utility
overview of setup steps
Visualforce
Salesforce1 mobile browser app configuring user access
enabling
settings
SalesforceA
SalesforceA app
SAML overview
about
authentication providers
,
,
,
custom error page
enabling identity provider
example assertions
identity provider
Just-in-Time for communities
Just-in-Time for portals
Just-in-Time provisioning
Just-in-Time provisioning errors
Just-in-Time provisioning requirements
login history
login page
logout page
prerequisites
service provider
single sign-on
,
Index
SAML (continued) start page
validating single sign-on
validation errors
viewing single sign-on
SAML-based Connected App defining
sandbox
Scheduled jobs about
viewing
scope request parameter
script
search
Searching customizing
fields searched
permission sets
profiles
Security adding identity providers on login page
Apex policy classes
auditing
browsers
CAPTCHA
certificates
cookies
creating
enabling identity provider
field permissions
field-level
field-level security
,
identity provider
identity verification activations
infrastructure
Just-in-Time for communities
Just-in-Time for portals
Just-in-Time provisioning
Just-in-Time provisioning requirements
key pair
login challenge
login IP address ranges
managing
manual sharing
master encryption keys
network
notifications
object permissions
object-level
892
Security (continued) organization-wide sharing settings
overview
policies
queues
record-level security
restricting IP addresses organization-wide
,
role hierarchies
service provider
session
setting up
sharing rules
single sign-on
SSL
timeout
TLS
transaction security policies
,
trust
user
,
user authentication
Security and sharing managing
security check
security risk
security token
self-service user search
Separate organization-wide defaults overview
Service Appointment fields searched
Service contract fields searched
Service contracts mass transferring
Service provider about
example
viewing details
Service providers enabling
examples
mapping users
portals
prerequisites
sites
Service Resource fields searched
Index
Service Resource Skill fields searched
Service Territory fields searched
Service Territory Member fields searched
Session security
user session
,
Session security
Session Timeout set in profiles
Setting up
Setup custom report types
delegating setup tasks
Force.com API usage
Force.com business logic
Force.com most used licenses
Force.com portal roles
Force.com schema usage
Force.com user interface
hiring a consulting partner
improved user interface
improved user interface, enabling
monitoring changes
search results
searching
system overview
Sharing
Apex managed
built-in sharing behavior
dashboards
folders
Grant data access using hierarchies
manager groups
objects
organization-wide defaults
organization-wide sharing settings
overrides
recalculation
reports
rule considerations
rules, See Sharing rules
separate organization-wide defaults
settings
user sharing considerations
users
893
Sharing groups
See Groups
Sharing model object permissions and
Sharing rules about
account territories
account territory
accounts
campaigns
cases
categories
contacts
criteria-based
custom objects
defer sharing calculations
deferring calculations
group membership calculations
leads
notes
object-specific share locks
,
opportunities
orders
parallel recalculation
Quick Text
sharing rule recalculation
,
user
Sharing sets manual sharing, differences
Sharing, manual
See Manual sharing
Shield Platform Encryption considerations
errors
,
Shield Platform Encryption enable
Shield Platform Encryption encrypt field
Shield Platform Encryption Encryption
Sidebar enabling collapsible sidebar
hover details
showing custom components
Tags component
single sign-on
Single sign-on authentication providers
,
best practices
configuring delegated authentication
debugging
delegated authentication
Index
Single sign-on (continued) example
example SAML assertions
identity provider values
login errors
login history
overview
prerequisites
SAML
,
SAML validation
viewing
Site configuring remote
site request parameter
SOAP API
Solution fields searched
Solution Managers assigning
Solutions importing
Spring Framework, see Data Loader
Standard duplicate rules account
contact
lead
Standard matching rules account
startURL request parameter
State and country picklists adding, editing state and country details
configuring
converting data
converting data overview
enabling and disabling
overview
scanning data and customizations overview
scanning state and country data and customizations
standard countries
Storage limits data storage limits
file storage limits
Subdomain name deploying
implementation guidelines
setup overview
testing
Syncing
System log, see Debug logs
system overview
System permissions
T
Tab Bar Organizer enabling
Tabs mobile
Salesforce Classic Mobile
visibility settings
visibility settings, descriptions
Tags adding to sidebar
customizing
deleting for deactivated users
enabling
Task
Team fields searched
See Account team
See Case teams
Temporary Verification Code verify identity
tenant secret
,
tenant secrets
Territories hierarchies
Time zone settings, about
Time Zone supported
Time zone setting
Topic fields searched
Topics enable for objects
Training history
transaction security
,
Transferring divisions
multiple records
records
Transferring records overview
Trial organizations deleting sample data
overview
starting new trials
truncation
894
Index
trust
Twisties enabling collapsible sections
Twitter authentication provider
two-factor authentication
,
Two-factor authentication
Two-Factor Authentication delegate management tasks
U
U2F security key
U2F Security Key
Undoing an import
Updates activating
critical updates
Updating blank values
Contacts
Custom Objects
Leads
mass records
Person Accounts
Solutions
Updating records
Import wizard
Use Any API Client
User fields searched
User interface header
settings
theme
User permissions
User profiles
See Profiles
User roles hierarchy
See Roles
User setup activate device
change password
,
change passwords
changing a user’s default division
changing passwords
delegated administration
fields
groups
User setup (continued) personal groups
public groups
verify identity
,
verifying identity
User Sharing compatibility with report types
Users access
adding a single user
adding multiple
assigned to profiles
assigning roles
Authenticated Website licenses
changing profiles
Communities licenses
Customer Portal licenses
Database.com licenses
deactivating
deleting
duplicate user
editing
feature licenses
,
freezing
license types
,
managing
manual sharing
object permissions
organization-wide defaults
Partner Portal licenses
permission set assignments
permission set licenses
,
permission sets, assigning to multiple users
permission sets, assigning to single user
permission sets, removing user assignments
permissions
,
restricting email domains
revoking access
revoking permissions
Salesforce Classic Mobile
Service Cloud Portal licenses
setup
sharing records
sharing rules
Site.com licenses
Sites licenses
unlocking
usage-based entitlements
user license types
895
Index
Users (continued) user sharing, restoring defaults
V verification history
Verified Mobile Phone
Videos
View All permission
Visualforce creating tabs for Salesforce Classic Mobile
enable for Salesforce1
Visualforce Mobile links
W
Weekly export
Data
Work orders sharing rules
Workflow monitoring debug logs
896
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