Salesforce CRM admin cookbook : solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience / Paul Goodey.

Format:

Book

Author/Creator:

Goodey, Paul, author.

Language:

English

Subjects (All):

Salesforce (Online service).

Marketing--Management--Data processing.

Marketing.

Customer relations--Management--Data processing.

Customer relations.

Sales management--Data processing.

Sales management.

Physical Description:

1 online resource (337 pages) : illustrations (some color)

Edition:

Second edition.

Other Title:

Salesforce Customer Relationship Management administration cookbook

Place of Publication:

Birmingham, England : Packt, 2017.

System Details:

text file

Summary:

Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions. About This Book Implement advanced user interface techniques to improve the look and feel of Salesforce CRM. Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization. Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM. Who This Book Is For If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed. What You Will Learn Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques Improving the data quality in Salesforce CRM and automatic data capture Implement an approval process to control the way approvals are managed for records in Salesforce CRM Increase productivity using tools and features to provide advanced administration Extend Lightning Experience Record Pages to tailor user interaction experience Create Lightning component to implement Search before Create for customer/person accounts In Detail Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipe...

Contents:

Cover

Copyright

Credits

About the Author

Acknowledgements

About the Reviewer

www.PacktPub.com

Customer Feedback

Table of Contents

Preface

Chapter 1: Making a Picture Paint a Thousand Words...

Introduction

Showing overdue Opportunity close dates with a Salesforce image and formula field

How to do it...

How it works...

There's more...

Displaying Case Priority flags with Salesforce images and a formula field

Presenting Account Revenue indicators using custom images and formula field

Getting ready

Measuring account credit scores graphically using a Google image chart

Building an account credit score graphically with code

Chapter 2: Salesforce CRM's Home Page is Where the Heart is...

Building a custom Admin Home page in Lightning Experience

Cloning the standard Home page for a customized Lightning Experience

Composing a system notification message on the Lightning Experience Home page

See also

Providing a system support email link on a customized Home page

Creating a personal setup link on a customized Home page

Generating a filtered report link on a customized Home page

Developing a Lightning component to display a custom logo on a customized Home page

How it works.

There's more...

Chapter 3: Automating Work with Salesforce CRM

Deriving year and month values from an Opportunity close date using a formula

Calculating the week number for the Opportunity close date using a formula

Creating an Opportunity close date reminder email using a workflow

Setting a default Opportunity name using a field update workflow

Generating a default Opportunity close date using a field update workflow

Chapter 4: Improving Data Quality in Salesforce CRM

Preventing non-system administrators from changing account names with a validation rule

Enforcing the use of two-letter account country codes using a validation rule

Validating if US zip codes are well-formed using a validation rule with REGEX

Validating if UK postcodes are well-formed using a validation rule with REGEX

Creating a mandatory Reason Lost field for lost opportunities using a validation rule

Blocking excluded countries with a custom country object and VLOOKUP validation rule

Chapter 5: Implementing Approval Processes

Creating an email template for use with approval assignments

Setting up a user to be associated with an approval process

Building an opportunity approval process for deals greater than USD 100,000

There's more.

Chapter 6: Productivity Tools for Superusers and Advanced Administration

Converting a 15-character Salesforce Opportunity ID to 18 characters using a formula field

Generating help pages using a Lightning component, action, and a PDF document

Creating custom field history tracking for opportunities using Process Builder

Chapter 7: Extending Lightning Experience Record Pages

Configuring a report chart and embedding it within an account record using Lightning App Builder

Creating a pre-populated opportunity from an account record page using a Lightning Action

Generating a filtered opportunity report link on an account record detail page

Developing a Lightning Component to highlight any prospective companies on an account page

Chapter 8: Building a Search-First-Before-You-Create Lightning Component

Developing an Apex Controller to search for accounts

Creating a Lightning Component for searching and creating accounts

Scripting a Lightning JavaScript Controller

Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class

Composing an Apex Test Class

Putting it all together and overriding the standard New Account button

Index.

Notes:

Includes index.

Description based on online resource; title from PDF title page (ebrary, viewed February 5, 2018).

OCLC:

1021308103