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

Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce provides many useful field types from formulae and roll-up summaries to the simple URL field. One field that can be a little frustrating for users, due to the way it allows only a limited selection of year values to be chosen from the pick list, is the date field.

When clicking on a date field, the user is automatically presented with a pop up calendar and when selecting the year pick list, they can only select from a range of seven years. The seven-year range is based on the current year.

The minimum year selectable is the year prior to the current year and the maximum value of year that can be selected is the current year plus five years.


This is not useful for trying to enter dates further than five years into the future.

For example, when accessing the calendar in 2012, the year range is from 2011 to 2017 as shown in the following screenshot:

There are many business requirements to...