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


Creating records in Salesforce CRM is quick and easy. Users often need to create account records in a timely manner in order to start the process of doing business with the company or organization.

Often in organizations, there is a standard procedure that requires users to search for the account manually before they create the new record, and the search facility in Salesforce CRM is extremely good for finding records.

Having a manual procedure, however, is not always adequate, and users may be tempted simply to create a record, which can generate duplicate record entries and result in poor data quality and difficulties managing information later in the business process.

In this chapter, we provide recipes for building custom functionality, and create a solution that extends the standard Salesforce account creation mechanism with a "Search First Before You Create" feature that makes it necessary for users to search for accounts first before entering them into the system.