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

Creating a mandatory Reason Lost field for lost opportunities using a validation rule

In this recipe, we will create a validation rule that ensures that an explanation is provided whenever an opportunity is set to Lost.

To store the reason for the lost opportunity, we will create a custom field called Reason Lost (which we will name Reason_Lost__c). This will be created and checked using a validation rule.

Getting ready

Carry out the following steps to create a custom Reason Lost field on the opportunity object:

  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 the Setup option, as shown in the following screenshot:
  1. Navigate to the Opportunity customization setup page by clicking the following: Objects and Fields | Object Manager | Opportunity | Fields & Relationships.

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

  1. Click on New.

You will be presented with the Step 1. Choose the field type page...