In addition to online help, salesforce.com publishes printable documentation to help you be successful with Salesforce.com. These documents include tip sheets, user guides, and other resources that describe the features and capabilities of Salesforce.com. These documents are available as Adobe PDFs. Adobe Reader is required to open PDFs; to download the latest version of Adobe Reader, go to www.adobe.com/products/acrobat/readstep2.html.
This topic lists the PDFs that are available for the following audiences:
- For All Users
- For Sales Professionals
- For Support Professionals
- For Marketing Professionals
- For Administrators
For All Users
For Sales Professionals
The following documents apply to sales professionals:
Account Management
- Tips & Hints for Sales Reps
- Tips for Importing Your Data
- Tips & Hints for Activities
- Tips for Using Content Deliveries
- Tips for Using HTML Email Templates
- Working with Connect for Outlook
- Working with Connect for Lotus Notes
- Using Connect for Office
- Bulk Mail Merge Process
- Guidelines for Uploading Mail Merge Templates
- Sample Mail Merge Templates(Zip file)
- Working with Connect Offline
- Tips & Hints for Working with Territories
- Tips & Hints for Person Accounts
Pipeline Management
- Using Customizable Forecasts—This tip sheet only applies to customizable forecasting.
- Forecasts: Assessing Your Position—This tip sheet does not apply to customizable forecasting. See Do I Have Customizable Forecasting?.
- Tips & Hints for Products & Schedules
For Administrators
The following documents apply to administrators:
Sales Administration
- Setting Up Group Calendaring
- Deploying Territory Management Guide
- Person Account Implementation Guide
- Setting Up Customizable Forecasting
- Customizable Forecasting FAQ
- Salesforce Mobile Implementation Guide
- Salesforce CRM Content Implementation Guide
- Administering Salesforce.com Desktop Clients
- Administering Connect for Outlook
- Administering Connect for Lotus Notes
- Getting Started with Relationship Groups
- Getting Started with Assets
- Getting Started with Contracts
Support Administration
- Setting Up Customer Support
- Case Management Implementation Guide
- Solutions Implementation Guide
- Getting Started with Setting Up Call Centers
- Getting the Most from Your Self-Service and Customer Portals
- Salesforce.com Customer Portal Implementation Guide
- Self-Service Portal Implementation Guide
- Salesforce CRM Content Implementation Guide
- Salesforce Knowledge Implementation Guide
- Creating a Public Knowledge Base with Salesforce Knowledge
- Answers Implementation Guide
- Entitlement Management Implementation Guide
Customization
- Tips & Hints for Record Types
- Building Salesforce.com Custom Links
- Tips & Hints for Page Layouts and Field-Level Security
- Building Custom Objects, Tabs, and Related Lists
- Formula Quick Reference Guide
- Useful Formula Fields
- Useful Validation Rules
- Using Multiple Business Processes
- Workflow: Automating The Process
- Useful Workflow Rules: Common Workflow Rule Examples to Get You Started
- Getting Started with Approval Processes
- Useful Approval Processes
- Email Approval Response FAQ
- Using My Domain
- Getting Started with the Ideas Base Theme
- Creating Lookup Filters on Relationship Fields
Security and Data Management
- Security Implementation Guide
- Tips & Hints for Sharing Data
- Managing Data Quality
- Importing Your Organization’s Data
- Using Mass Delete to Undo Imports
- Getting Started with Divisions
- Data Loader Developer's Guide
- Salesforce.com Fields Reference
- Resolving Data Conflicts and Errors in Force.com Stratus Apps
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