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

Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field

Internal record IDs in, as found in all custom and standard objects such as the opportunity, account, contact, and so on contain 15 character text-based values.

The text values can be described as a base-62 number as each of the individual 15 characters can be either a numeric digit (in the range 0-9), a lowercase letter (in the range a-z), or an uppercase letter (in the range A-Z).

These 15 character values are therefore case-sensitive, since there can be two unique IDs which owe their uniqueness to the fact that they have a character(s) that differs only in case. For example, 100000000000ABC is different to 100000000000abc.

However, there are applications such as Microsoft Excel, which are not case-sensitive, that do not recognize the difference between the ID 100000000000ABC and the ID 100000000000abc. This results in features such as the Excel function VLOOKUP, failing to...