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.

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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

Introduction

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.

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