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

Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class

Organizations often have a requirement to identify prospective companies that 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.

How to do it...

Carry out the following steps to develop a Lightning JavaScript Helper which is used for searching accounts, 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, open the resource or click on the tab for the Lightning Component accountSearchBeforeCreate.cmp.
  2. Click on HELPER (or press Ctrl + Shift + 3), as shown in the following screenshot:
  1. In the resulting Lightning JavaScript Helper edit page, paste the following...