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
Credits
About the Author
Acknowledgements
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Composing a system notification message on the Lightning Experience Home page


Often there is a need to communicate with the users of your Salesforce CRM application and give updates and status alerts for various reasons.

You can send emails, Chatter posts, and instant messages, for example, to give users dynamic messages about planned releases, system maintenance, and so on; however, to ensure that everyone reads and is shown a more static notification, you can create a message within Salesforce CRM.

In this recipe, we will compose a system notification message on the Home page 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 add a system notification message 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_Default customized 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.
  2. Enter Please be aware of routine Salesforce CRM maintenance on 4th July! into the Rich Text properties section.
  3. Choose the text font, size, and color using the text formatter in the right-hand section of the Lightning App Builder, as shown in the following screenshot:
  1. Click on Save, as shown in the following screenshot:
  1. Finally, click on Back.

How it works...

The customized Home page for the assigned users will appear with a system notification message, as shown in the following screenshot:

See also

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