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

Putting it all together and overriding the standard New Account button

In this, the final recipe of the chapter, we show the result of all our efforts in developing an Apex Controller, building a Lightning Component, scripting a Lightning JavaScript Controller, adding a Lightning JavaScript helper, and creating an Apex Test Class, and we will add the final ingredient, which is to override the standard New Account button.

How to do it...

Carry out the following steps to override the standard New Account button and replace the new account creation functionality with our custom Lightning Component:

  1. Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
  1. Click the Setup option, as shown in the following screenshot:
  1. Navigate to the Account customization setup page, by clicking Objects and Fields|Object Manager|Account|Buttons, Links, and Actions.
  2. Locate the Buttons, Links, and Actions section on the right of the page.
  3. Locate the New button...