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

Deriving year and month values from an Opportunity close date using a formula

To simplify the format of dates for presentation and reporting, we can automatically derive the year and month from a date field that contains month, day, and year.

In this recipe, we will display a derived year and month text value for the opportunity close date on the opportunity record detail and edit pages calculated from the standard date field called CloseDate.

How to do it...

Carry out the following steps to create a formula field to derive year and month values from the opportunity close date for opportunity records:

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

  1. Navigate to the Opportunity customization setup page as follows:Objects and Fields | Object Manager | Opportunity | Fields & Relationships.

Locate the Fields & Relationships section on the right of the page.

  1. Click on New...