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

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

Internal record IDs in Salesforce CRM, as found in all custom and standard objects such as the Opportunity, Account, Contact, and so on contain 15-character text-based values.

The text values can be described as a base-62 number, as each of the individual 15 characters can be either a numeric digit (in the range 0-9), a lowercase letter (in the range a-z), or an uppercase letter (in the range A-Z).

These 15-character Salesforce values are therefore case-sensitive, since there can be two unique IDs that owe their uniqueness to the fact that they have a character or characters that differ only in case. For example, 100000000000ABC is different to 100000000000abc.

However, there are applications such as Microsoft Excel, which are not case-sensitive and they do not recognize the difference between the ID 100000000000ABC and the ID 100000000000abc. This results in features such as the Excel formula VLOOKUP...