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

Presenting Account Revenue indicators using custom images and formula field

Increasingly on the web, we find sites that are using images of gold or silver stars to provide reviews and to rank the quality or usefulness of various products and services.

It has become universally accepted that one or no star equates to something very poor and five stars is seen to be excellent. By building an incremental number of images, we can create an associated image list of say one to five that conveys a rating and ranking factor.

For this recipe, we are using a dollar image that will be repeated depending on the value of the Account Revenue amount to show revenue graphically.


The dollar image we are using is a custom image and is not provided by the Salesforce CRM application.

Using the value entered in the standard field Account Revenue, we will create a custom formula field to build a set of images, from one to five, whenever the Account Revenue amount meets a certain threshold criteria.

The thresholds...