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

Measuring account credit scores graphically using a Google image chart


This recipe shows the steps for rendering a credit score graphically using a Google Chart contained within a custom Salesforce CRM formula field. Here we are using a dial-type chart from Google called a Google-O-Meter chart.

Note

Google provides various APIs for mapping functions, developer tools, graphical user interfaces, and so on. At the time of writing, the Google-O-Meter image chart is fully functioning for the purpose described in this recipe; however, Google APIs are subject to change and may become unsupported in the future.

The Google-O-Meter is a gauge that points toward a single value on a range. More details can be found at https://developers.google.com/chart/image/docs/gallery/googleometer_chart#introduction.

First, we create a custom account credit score which will feed the values rendered in the graphical range.

Note

You can omit the steps in the following Getting ready section if you have previously carried...