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

Blocking excluded countries with a custom country object and VLOOKUP validation rule

Timely and accurate information is vital in an effective Salesforce CRM system, and without it, business rules and governance cannot be easily applied. One way to achieve timely and the accurate information is to provide the means for certain users to update and manage control of information themselves.

In this recipe, we will create a custom object that records whether a country is unsuitable for trade by providing the means for non-system administrators, such as a trading or finance user, to mark a country as a trade-embargoed nation.

We will create a validation rule that checks the values in the country embargo custom object to ensure that whenever account records are created, the country codes are checked against the embargoed list. The country codes are entered using two letters, according to an international standard (ISO 3166) set by the International Organization for Standardization. For more information...