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

Building an account credit score graphically with code

In this recipe, we will detail the steps to render an account credit score graphically using JavaScript and CSS within a Visualforce page.

We will add the Visualforce page as a component onto a Salesforce Account page using the Lightning App Builder and the image will appear on the main Account page as well as in the detail section of the page.

First, we create a custom Account Credit Score, which will feed the values rendered in the graphical range.


You can omit the steps in the following Getting ready section if you have previously carried out the steps in the Getting ready section of the Measuring account credit scores graphically using a Google image chart recipe.

Getting ready

Carry out the following steps to create a custom Credit Score field on the Account object:

  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, as shown in the following screenshot...