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Salesforce CRM Admin Cookbook - Second Edition

By : Paul Goodey

2.8 (5)

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Salesforce CRM Admin Cookbook

2.8 (5)

By: Paul Goodey

Buy this Book

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.

Preface

What this book covers

What you need for this book

Who this book is for

Sections

Conventions

Reader feedback

Customer support

Free Chapter

Making a Picture Paint a Thousand Words...

Introduction

Showing overdue Opportunity close dates with a Salesforce image and formula field

Displaying Case Priority flags with Salesforce images and a formula field

Presenting Account Revenue indicators using custom images and formula field

Measuring account credit scores graphically using a Google image chart

Building an account credit score graphically with code

Salesforce CRM's Home Page is Where the Heart is...

Introduction

Building a custom Admin Home page in Lightning Experience

Cloning the standard Home page for a customized Lightning Experience

Composing a system notification message on the Lightning Experience Home page

Providing a system support email link on a customized Home page

Creating a personal setup link on a customized Home page

Generating a filtered report link on a customized Home page

Developing a Lightning component to display a custom logo on a customized Home page

Automating Work with Salesforce CRM

Introduction

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

Calculating the week number for the Opportunity close date using a formula

Creating an Opportunity close date reminder email using a workflow

Setting a default Opportunity name using a field update workflow

Generating a default Opportunity close date using a field update workflow

Improving Data Quality in Salesforce CRM

Introduction

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

Implementing Approval Processes

Introduction

Creating an email template for use with approval assignments

Setting up a user to be associated with an approval process

Building an opportunity approval process for deals greater than USD 100,000

Productivity Tools for Superusers and Advanced Administration

Introduction

Converting a 15-character Salesforce Opportunity ID to 18 characters using a formula field

Generating help pages using a Lightning component, action, and a PDF document

Creating custom field history tracking for opportunities using Process Builder

Extending Lightning Experience Record Pages

Introduction

Configuring a report chart and embedding it within an account record using Lightning App Builder

Creating a pre-populated opportunity from an account record page using a Lightning Action

Generating a filtered opportunity report link on an account record detail page

Developing a Lightning Component to highlight any prospective companies on an account page

Building a Search-First-Before-You-Create Lightning Component

Introduction

Developing an Apex Controller to search for accounts

Creating a Lightning Component for searching and creating accounts

Scripting a Lightning JavaScript Controller

Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class

Composing an Apex Test Class

Putting it all together and overriding the standard New Account button

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Setting up a user to be associated with an approval process

When building approval processes for records in Salesforce CRM, it is necessary to specify the users that are to approve the record at each step of the approval process. We can also restrict the approval process for specific users by setting an appropriate value on their user record.

To notify these users that an approval request has been assigned to them, an email is sent by the system. Here, you can specify that a record owner's manager is to be set as the approver for the record. To restrict the approval process for specific users you can specify that, say, only the sales team is to submit opportunity reviews.

In this recipe, we will edit a user record and set the value of the Manager field to an individual who will receive approval notification emails. We will also set the value of the Department field to Sales...