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

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

Having conveniently located context-specific help information can increase users' productivity and improve user adoption of Salesforce CRM.

In this recipe, we will step through the process of loading a custom PDF document for the purpose of showing help information and making this PDF available to users with the opportunity record page.

The PDF help information is contained in a Lightning Component and is served to users when they click the appropriate button through the use of a Lightning Action on the specified page layout.

Getting ready

Create or retrieve a PDF document that contains the required help information. Here we have an example file that is called HelpText.pdf.

The PDF document will be referenced within a Lightning Component and will be stored within Salesforce CRM as a Static Resource by carrying out the following steps:

  1. Create or source a suitable PDF document to be used to show help information.
  2. Click...