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


Salesforce CRM users spend much of their time working with data by creating, modifying, and viewing records in the Salesforce platform; so, it is important to provide facilities that improve user satisfaction and adoption of the system.

While the native Salesforce platform is one of the easiest and most user-friendly systems for managing data, any extended functionality that can help to reduce the burden for record management should be considered.

In this chapter, we provide recipes that extend the functionality for record management associated with account record Home pages and enable you to embed charts, pre-populate opportunity information, add a dynamic link to an opportunity report, and display record highlights within an account record.