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.
Table of Contents (16 chapters)
Title Page
About the Author
About the Reviewer
Customer Feedback


The Home tab in Salesforce CRM Lightning Experience is generally set as the opening page for users when they first log into the application.

Users of Salesforce like having access to the information and data that is most relevant to them in a quick and easy fashion, and landing on a customized Home page is usually preferred by most users.

Out of the box, the Home page in Salesforce CRM Lightning Experience provides a great way for users to view sales performance and opportunity top deals, tasks and events, account news, recent records, and so on. The following screenshot shows the Salesforce CRM Home tab screen:

The Home page in Salesforce CRM Lightning Experience allows various standard Home page components to be shown, such as Quarterly Performance, Today's Events, or Top Deals (as shown in the preceding screenshot).

In addition to the standard components, it is possible to create custom components with functionality that is not provided by default. Both types of components can be made available to users by customizing the Home page layouts and assigning different Home page layouts to different users based on their profile.

The following recipes are designed to improve the usefulness and relevance of the Home page and also provide additional features and functionality that are not provided natively within the Salesforce CRM application.