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 news-ticker message on the home page

Animated text messages and custom HTML styling can be very effective in gaining users' attention.

Not only do they allow a reasonably large number of characters to be presented on a single line of text but they also provide a visually dynamic "headline news" style of message delivery for what can otherwise be overlooked static text.

You can draw attention to your news message on the Salesforce home page using this custom home page component recipe with the steps listed in the following section.

How to do it...

Carry out the following steps to create a news-ticker message on the home page:

  1. Navigate to the home page components setup page, by clicking the following: Your Name | Setup | Customize | Home | Home Page Components.

  2. Click on New.


    The New button is found by scrolling down the page to the Custom Components section.

  3. Click on Next (on the Understanding Custom Components splash screen if shown). The Next button is found on the Understanding Custom Components splash screen (this page is only shown if the Don't show this page again checkbox has not previously been checked) as in the following screenshot:

    Here, we are presented with the Step 1. New Custom Components page.

  4. Enter the name of the custom component in the Name field. Enter the text News Ticker.

  5. Select the HTML Area option from the Type options list.

  6. Click on Next.

  7. Ensure that the Wide (Right) Column option is selected within the Component Position option list.


    You are unable to change this setting after the component is created.

  8. Check the Show HTML checkbox.


    The above step is important! Locate and check the Show HTML checkbox, as shown in the following screenshot:

  9. Paste the following code (as shown in the following screenshot):

    <div style="border: 1px solid rgb(51, 153, 255); width: 96%; color: black; font-size: 18px; background-color: rgb(255, 255, 204);" id="NewsTicker">
    <marquee onmouseover="this.scrollAmount=0" onmouseout="this.scrollAmount=6" width="98%">Welcome to the Salesforce CRM Admin cookbook</marquee></div></center><br>
  10. Click on Save.


    We have created our News Ticker custom home page component but we are not finished yet. We now need to add the custom home page component to a home page layout.

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

  12. 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.

  13. Check the News Ticker checkbox in the Select Wide Components to Show section, as shown in the following screenshot:

  14. Click on Next.

  15. Move News Ticker to the top position in Wide (Right) Column using the Arrange the component on your home page. section, as shown in the following screenshot:

  16. Click on Save.

How it works...

By using HTML and in particular the HTML marquee tag and Cascading Style Sheets (CSS), we are able to present a moving text section. You can see what this looks like in the following screenshot:

There's more...

Replace the text Welcome to the Salesforce CRM Admin cookbook with a suitable message of your choice.

When entering HTML and JavaScript code into the HTML editor section (in step 2 of the New Custom Component wizard) you must ensure that the code is valid.


Pay particular attention to the displayed warning message:

Please ensure that the HTML code entered below is valid, well formed HTML. Poorly written HTML in this component may cause the entire Home tab to appear incorrectly

There is a maximum of 20 custom components that can be added to a Home Page layout.


The marquee tag is a non-standard HTML element which causes text to scroll up, down, left or right automatically. From

The marquee element was first invented for Microsoft's Internet Explorer and is still supported by it. Firefox, Opera, Chrome, and Safari web browsers support it for compatibility with legacy pages.