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

Displaying Case Priority flags with Salesforce images and a formula field

The use of particular colors to represent certain states has become common place throughout the world. Red generally conveys danger and, in the ubiquitous traffic light signal, red means stop.

Continuing with the theme of traffic signal colors, and the use of red for stop, green for go, and yellow for proceed with caution, we can see how these colors can be used to represent statuses and to flag or highlight a current state or situation graphically.


Salesforce CRM contains images for red, yellow, and green flags.

In this recipe, we will display an image derived by a formula field that shows whether the Case Priority is high, medium, or low.

How to do it...

Carry out the following steps to create a formula field to display Salesforce images to graphically show the priority of case records:

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