Book Image

Salesforce CRM Admin Cookbook - Second Edition

By : Paul Goodey
Book Image

Salesforce CRM Admin Cookbook - Second Edition

By: Paul Goodey

Overview of this book

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. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework.

Related Content you might be interested in

Current Title:

Small book image
Salesforce CRM Admin Cookbook - Second Edition
Paul Goodey
Dec, 2017 | 358 pages
Small book image
Salesforce CRM - The Definitive Admin Handbook.
Paul Goodey
Apr, 2019 | 782 pages
Small book image
Salesforce Platform App Builder Certification Guide
Paul Goodey
Nov, 2020 | 412 pages
Small book image
Salesforce Lightning Cookbook
Syed Chand Shah
Aug, 2018 | 138 pages
Table of Contents (16 chapters)
Title Page
Title Page
Credits
Credits
About the Author
About the Author
Acknowledgements
Acknowledgements
About the Reviewer
About the Reviewer
www.PacktPub.com
www.PacktPub.com
Customer Feedback
Customer Feedback
Preface
Preface
Free Chapter
1
Salesforce CRM's Home Page is Where the Heart is...
Salesforce CRM's Home Page is Where the Heart is...
Introduction
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
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
2
Making a Picture Paint a Thousand Words...
Making a Picture Paint a Thousand Words...
Introduction
Showing overdue Opportunity close dates with a Salesforce image and formula field
Displaying Case Priority flags with Salesforce images and a formula field
Presenting Account Revenue indicators using custom images and formula field
Measuring account credit scores graphically using a Google image chart
Building an account credit score graphically with code
3
Automating Work with Salesforce CRM
Automating Work with Salesforce CRM
Introduction
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
4
Improving Data Quality in Salesforce CRM
Improving Data Quality in Salesforce CRM
Introduction
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
5
Implementing Approval Processes
Implementing Approval Processes
Introduction
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
6
Productivity Tools for Superusers and Advanced Administration
Productivity Tools for Superusers and Advanced Administration
Introduction
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
7
Extending Lightning Experience Record Pages
Extending Lightning Experience Record Pages
Introduction
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
8
Building a Search-First-Before-You-Create Lightning Component
Building a Search-First-Before-You-Create Lightning Component
Introduction
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

Providing a system support email link on a customized Home page

As a system administrator, you will receive requests for changes to your Sales CRM application. These requests may be received via email, phone call, Salesforce case record, or external case management system. Either way, it is often useful to provide users with a single email address with which they can log issues or request enhancements within Salesforce CRM.

In this recipe, we will create a system support email link that users can click for support using Lightning App Builder to edit a customized Home page.

How to do it...

Carry out the following steps to edit an existing Home page to provide a system support email link using Lightning App Builder:

  1. Click on the Setup gear icon, as shown in the following screenshot:

Note

The Setup gear icon is located in the top right-hand corner of the main Home page.

  1. Click the Setup option, as shown in the following screenshot:
  1. Type app builder in the Quick Find search box, as shown in the following screenshot:
  1. Select the Lightning App Builder option.
  2. Click the Edit link for the Home_Page_Defaultcustomized Home page, as shown in the following screenshot:
  1. In the resulting Lightning App Builder page, drag and drop the Rich Text component from the standard Lightning Components pane to the top of the Home page canvas, as shown in the following screenshot:
  1. Click on the newly added Rich Text component and enter For Salesforce Help please send requests for support to into the Rich Text properties section.

This is shown in the following screenshot:

Note

The Rich Text properties section is located in the right-hand section of Lightning App Builder.

  1. Click the Link icon, as shown in the following screenshot:

  1. Select E-mail, as shown in the following screenshot:
  1. Enter the appropriate details for your organization in the E-Mail Address, Message Subject, and Message Body textboxes, as shown in the following screenshot:

  1. Click on OK.
  2. Choose the text font, size, and color using the text formatter, as shown in the following screenshot:
  1. The Lightning App Builder page should now be configured, as shown in the following screenshot:
  1. Click on Save.
  2. Finally, click on Back.

How it works...

The customized Home page for the assigned users will appear with the system support email link, as shown in the following screenshot:

See also

See the Cloning the standard Home page for a customized Lightning Experience recipe in this chapter.

Previous Section
End of Section 6
Next Section