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 an Apex Controller to search for accounts

In this recipe, we develop an Apex Controller using the Salesforce Developer Console. The purpose of the Apex Controller is to search and retrieve existing account records from within the Salesforce CRM organization.

How to do it...

Carry out the following steps to develop an Apex Controller, which is used as part of the account search mechanism, using the Salesforce Developer Console:

  1. Click on the Setup gear icon, as shown in the following screenshot:

The Setup gear icon is located in the top right-hand area of the main home page.

  1. Click the Developer Console option, as shown in the following screenshot:
  1. In the resulting Developer Console window, click on File.
  2. Click on New.
  3. Click on Apex Class, as shown in the following screenshot:
  1. In the resulting New Apex class dialog, enter AccountSearchController in the Please enter a name for your new Apex class textbox.
  2. Click on OK, as shown in the following screenshot:
  1. In the resulting Apex class edit page...