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

Showing overdue Opportunity close dates with a Salesforce image and formula field

The use of exclamation, and check icons is a common sight within applications and helps to clearly show where data or processes are either satisfactory or in need of amendment.

Using an exclamation icon we can show where Opportunity close dates are overdue and need to be updated in Salesforce. We can use a check icon to show that all is well and no action is required.


Salesforce CRM contains images for various flags and icons.

In this recipe, we will display an image derived by a formula field that shows whether the Opportunity close date is within date or is overdue.

How to do it...

Carry out the following steps to create a formula field to display Salesforce images to show graphically whether the close date is overdue or within date for Opportunity records:

  1. Click on the Setup gear icon in the top right-hand of the main Home page, as shown in the following screenshot:
  2. Click the Setup option, as shown in the...