Book Image

Salesforce CRM Admin Cookbook

By : Paul Goodey, Paul Goodey GP
Book Image

Salesforce CRM Admin Cookbook

By: Paul Goodey, Paul Goodey GP

Overview of this book

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. It is a proven system which helps to manage large volumes of information across an organization and also improves communication between departments for exceptional customer service. The CRM application is available for the management of sales projections and orders, marketing plans, knowledge management, service and support, partner relationships, and data analytics. The application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book which focuses on the administrative aspect of Salesforce CRM. "Salesforce CRM Admin Cookbook" enables you to instantly extend and unleash the power of Salesforce CRM. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features or are looking for ideas for advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book provides practical, step-by-step instructions that cover the use of hidden features, advanced user interface techniques, solutions for process automation, and data and systems integration in detail. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that cover data quality and automation, approval and workflow processing, solutions to increase productivity, and the integration of Salesforce CRM with external tools and applications, such as Google and Microsoft Outlook. "Salesforce CRM Admin Cookbook' provides practical, step-by-step instructions to deliver enhanced functionality and extend the power of Salesforce CRM.
Table of Contents (17 chapters)
Salesforce CRM Admin Cookbook
About the Author
About the Reviewers

Creating a Personal Setup link using the standard Custom Links on the sidebar

All users need to change their personal settings, from time to time, in the Salesforce CRM application. They may, for example, wish to edit their user information, change their password, or you may need them to grant login access to administrators, plus many other reasons.

Accessing the Personal Setup area is done by users clicking on their name, looking for the Setup link in the drop-down list, clicking on the Setup link, and then finally clicking on the Personal Setup link in the sidebar.

All this takes time and can often be a challenge for less-experienced users of the application. By providing a direct shortcut link in the sidebar, all users will be able to access their Personal Setup area with a single click, and save their time and efforts.

How to do it...

Carry out the following steps to create a Personal Setup link in the sidebar:

  1. Navigate to the home page components' setup page by going to Your Name | Setup | Customize | Home | Home Page Components.


    Locate the Custom Links row within the Standard Components section.

  2. Click on Edit.


    Within the Custom Links page you can enter a maximum of 15 links.

  3. Enter Personal Setup in the 1. Bookmark field.

  4. Enter /ui/setup/Setup?setupid=PersonalSetup in the corresponding URL field, as shown in the following screenshot:

  5. Click on Save.


    We now need to add the standard Custom Links component to a home page layout (if it has not been already added).

  6. Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Layouts.

  7. Determine which home page layout to place the component on and click on Edit. Here we are editing the home page layout named DE Default, as shown in the following screenshot:

    We will be presented with the Step 1. Select the components to show page.

  8. Check the Custom Links checkbox in the Select Narrow Components to Show section, as shown in the following screenshot:

  9. Click on Next.

  10. Move Custom Links to the top position in the Narrow (Left) Column using the Arrange the component on your home page section, as shown in the following screenshot:

  11. Click on Save.

How it works...

The link appears in the sidebar within the standard Custom Links section, as shown in the following screenshot:

When the link is clicked, the user is immediately presented with their Personal Setup page.

There's more...

Clicking on the link displays the Personal Setup page in the same window and is useful when there is no requirement for the link to open up in a new browser window. The following screenshot shows the result of clicking on the Personal Setup Custom Link:

See also

The Using Custom Links to open Training in a new window from the sidebar recipe in this chapter.