Webinar: Flexible Data Sharing Using Book of Business

(Doc ID 1800848.1)

Last updated on OCTOBER 10, 2016

Applies to:

Data Mgmt Tools
Information in this document applies to any platform.


Role: Administrator                  Language: English-American                    Course Length: 15 minutes

Designed for CRM On Demand administrators, this course teaches the basic function and purpose of Book of Business. Book of Business helps organize data and control access to data based on the structure of your business. Attendees learn how to plan and create a Book of Business hierarchy, grant users access to books, add records to books, and display the Look In Selector.

This course covers these topics:
• Plan and create a book of business hierarchy
• Grant user access to books
• Add records to books
• Display the Look In Selector

In order to view this course, your computer should meet these minimum requirements:
• Supported browsers: Internet Explorer 6 or higher
• Media Player: Windows Media Player 9+
• Operating System: Windows 2000 Professional Edition; Windows XP
• Graphics: Color monitor and display with capability for minimum resolution of 800 x 600 pixels; 1024 X 768 recommended
• Modem: Minimum 56 Kbps connected to the Internet or an intranet
• Sound Card: Sound card with Microsoft-compatible audio driver and speakers
• RAM: 512 Mb recommended
• CPU: At least 1 GHz
• Computer: Intel Pentium III Class or equivalent


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