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

Chapter 4. Improving Data Quality in Salesforce CRM

In this chapter, we will cover the following recipes:

  • Preventing non-system administrators from changing account names with a validation rule
  • Enforcing the use of two-letter account country codes using a validation rule
  • Validating if US zip codes are well-formed using a validation rule with REGEX
  • Validating if UK postcodes are well-formed using a validation rule with REGEX
  • Creating a mandatory reason lost field for lost opportunities using a validation rule
  • Blocking excluded countries with a custom country object and VLOOKUP validation rule