Salesforce Userinfo Best Practices

With millions of subscribers worldwide and thousands of customers dotting the entire globe, it is no wonder that salesforce.com, the developers of the salesforce CRM are constantly providing updated salesforce userinfo for its clients. The information that is normally provided varies greatly, depending on the level at which one uses the CRM.

Because the users vary, the salesforce userinfo is provided for the different categories of users, namely; there is information that is specifically meant for sales professionals, some for marketing professionals, for support professionals, for administrators and there is the general information which is appropriate for all users. Userinfo that can help one be successful with salesforce, irrespective of where he or she uses it is quite critical.

For salesforce to function optimally there are certain basic system requirements that users need to comply with. First and foremost it is worth noting that the salesforce online application can run on virtually any computer provided it has an internet connection and supports a variety of browsers such as Google Chrome, Google Chrome Frame plug-in for IE (Internet Explorer) 6 and 7, Microsoft IE version 7 -10, Mozilla Firefox and Apple Safari Version 5.x and 6.x for those who use the Mac Operating system. For all the above browsers users will be expected to enable SSL 3.0, JavaScript and Cookies.

If you are using the Salesforce classic, its app can run on either an Android, iOS or BlackBerry operating system without any problem. Virtually all the wireless carriers support this app; basically any device that can establish a connection to the internet can run this versatile mobile app. A rider on this though; it is advisable to test the device and confirm it can connect to the internet before installing Salesforce; new devices usually have to undergo some quality assurance and certification before being supported by leading wireless carriers.

If you are interested in using the data loader, you are required to have at least 120MB of free disk space, run a Windows 7 or XP Operating system, have Java JRE 1.6 or a later version, Sun JVM 1.6 or a later version and ensure the machine you are using has administrator privileges.

A user who is interested in using the Salesforce CRM offline is well advised that it’s only Microsoft IE version 6, 7, and 8 which are supported, the operating system supported are Microsoft Windows 2000, Windows XP, Windows 7 or Windows Vista. It is also recommended to have at least 512 MB of RAM even though it can still work with 256 MB. Depending on the size of the particular briefcase in use, 250 MB of disk space is recommended; the bare minimum should not be less than 20MB though. For the processor, make sure it is an Intel Pentium II or newer version with speeds of not less than 500MHz.

Salesforce userinfo for those intending to use Salesforce for outlook may include the following critical details; ensure that the default email program is Microsoft outlook that uses either Microsoft Exchange Online or Microsoft Exchange Server. Ensure they all have the latest hot fixes. Salesforce for outlook does not support outlook that has been installed using a streaming installer for Microsoft office called click –to- run.
 

Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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