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

Generating a filtered report link on a customized Home page


In this recipe, we are going to provide a link on the Home page that directly calls a filtered report with a parameter to display a subset of the data in the report.

We will initially create an opportunity report that is filtered by the standard Amount field, which we can call directly using a URL link with an Amount parameter.

The URL link that invokes the filtered opportunity report will be generated using the Lightning App Builder and configured on an existing customized Home page.

Getting ready

Carry out the following steps to create an opportunity report that is filtered by the standard Amount field:

  1. Click on the Reports tab.
  2. Click on New Report, as shown in the following screenshot:

  1. In the resulting Create New Report page, select the Opportunities report type.
  2. Click on Create, as shown in the following screenshot:
  1. Click on Add in the Filters section.
  2. Select a filter for the Amount field, choose the option greater or equal, and enter the value 10000.
  3. Click on OK.
  4. Click on Save, as shown in the following screenshot:
  1. In the resulting Save Report dialog, enter High Amount Opportunities in the Report Name textbox.
  2. Enter Report for high amount opportunities in the Report Description textbox.
  3. Select one of your existing folders or leave as default in the Report Folder to save the report.
  4. Click on Save, as shown in the following screenshot:

  1. In the resulting saved Report page, click Run Report, as shown in the following screenshot:
  1. Note the URL that is displayed in the browser address bar as this is the location for the report, as shown in the following screenshot:
  1. In the resulting saved REPORT page, click the Filter icon to take a look at the way the filter for Amount is set as greater or equal "100,000" and get an idea of how we will update the Amount parameter as part of this recipe.

Note

The URL that is generated is https://widgetsxyzlex-dev-ed.lightning.force.com/one/one.app#/sObject/00O0Y000006eJLvUAM/view. You will now need to make a note of only the following part of the report URL/one/one.app#/sObject/00O0Y000006eJLvUAM/view that is shown in your Salesforce organization. We need to further modify the URL to pass the Amount as a variable that allows us to run the report from a link with any value of opportunity Amount. This modified URL becomes the following:/one/one.app#/sObject/00O0Y000006eJLvUAM/view?fv0=250000. This appended URL will be used in the following How to do it... section.

How to do it...

Carry out the following steps to edit an existing Home page to generate a filtered report link on a customized Home page 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 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 and enter Opportunities with Amount >= 250,000 into the Rich Text properties section.
  2. 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 URL for the Link Type, https:// for the Protocol, and enter  /one/one.app#/sObject/00O0Y000006dz0bUAA/view?fv0=250000 for the URL.
  2. This is shown in the following screenshot:
  1. Click on OK.
  2. 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 filtered report link, as shown in the following screenshot:

Users can click the following link:

 /one/one.app#/sObject/00O0Y000006dz0bUAA/view?fv0=250000

They will then be presented with the filtered report, as shown in the following screenshot:

Note

Compare the Amount filter that is now showing greater or equal £250,000.00 to the filter of greater or equal £100,000 that was shown in step 15 of the Getting ready section.

See also

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