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Salesforce Ee Upgrade Guide

Salesforce Ee Upgrade Guide

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Overview of Features
Key Benefits of Enterprise Edition
About This Guide
Planning
Custom Profiles and Permission Sets
Multiple Page Layouts and FieldLevel Security
Console Tab
Multiple Business Processes and Record Types
Workflow Automation
Approval Processes
Delegated Administration
Person Accounts
Team Selling and Account Teams
Sharing Records
Territory Management
Additional Security Features
GroupBased Access to Folders and Views
Lightning Platform Connect Offline
Lightning Platform Data Loader
Back Office Systems
Implementation
Creating and Assigning Custom Profiles and Permission Sets
Creating Multiple Page Layouts and Setting FieldLevel Security
Setting Up Multiple Business Processes and Record Types
Setting Up Workflow Automation
Setting Up Approval Processes
Setting Up Delegated Administration
Setting Up Team Selling and Account Teams
Setting Up Record Sharing
Using Additional Security Features
Customizing GroupBased Access to Folders and Views
Setting Up Lightning Platform Connect Offline
Integrating with Back Office Systems
Tips for Training Users
Tips for Multiple Business Processes and Record Types
Tips for Processing Approval Requests
Tips for Opportunity Teams
Tips for Account Teams
Tips for Manual Sharing
Tips for Lightning Platform Connect Offline
Index

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