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

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

Organizations often have a requirement to identify prospective companies which are not currently a customer and this can be achieved in Salesforce CRM by storing the value Prospect as a type of account in the standard field called Type.

The Prospect Type field can be presented to users on the account record detail page for viewing and editing and whilst the field is shown on the page layout it is displayed amongst all the other fields associated for the account record and is not particularly highlighted.

Salesforce has a highlight section on the page layout which can be used to further show the type of account and other fields. However, this section cannot be modified to change the field style, it cannot include custom text, and has a limit on the number of fields that can be shown.

In this recipe, we will develop a custom Lightning component that highlights any account record that has been set as Prospect...