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


As an industry-leading customer relationship management (CRM) application, Salesforce CRM helps the enterprise to improve client relations. It greatly enhances sales performance and provides your business with a robust CRM system.

In order to achieve optimum performance and benefits from Salesforce CRM, there are many functional areas and techniques for you, as the Salesforce Administrator, to consider. This is the only cookbook-style publication that provides recipes which focus specifically on configuring and extending this powerful CRM system.

Salesforce CRM Admin Cookbook provides step-by-step instructions that enable you to instantly extend and unleash the power of Salesforce CRM. This practical cookbook contains recipes that are presented using clear and comprehensive instructions along with detailed screenshots, code, and comments.

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.

What this book covers

Chapter 1, Working with Home Page Components and Custom Links, covers recipes that enhance and extend the features and functionality associated with the Salesforce home page by using Home Page Components along with HTML, CSS, and JavaScript code.

Chapter 2, Advanced User Interface, includes advanced techniques and solutions that can be used to enhance and override the native Salesforce user interface and add graphical elements by using images, HTML, CSS, JavaScript, and Visualforce.

Chapter 3, Exposing Hacks and Hidden Features, introduces recipes that modify the behavior of standard functionality and elements of Salesforce CRM (such as extending the year range selection on the calendar pop-up control) using HTML and JavaScript.

Chapter 4, Automating Salesforce CRM, provides standard Salesforce mechanisms that automate the Salesforce CRM system and helps to deliver best practice data management using Salesforce workflow and formulas.

Chapter 5, Improving Data Quality in Salesforce CRM, covers recipes that provide record validation and improve data quality using advanced Salesforce CRM validation rule mechanisms.

Chapter 6, Implementing Approval Processes, uses step-by-step instructions to describe the configuration of a complete approval process using the standard Salesforce CRM approval mechanism.

Chapter 7, Productivity Tools for Superusers and Advanced Administration, offers techniques and solutions to improve admin productivity (for example, when mass-deleting records) by using custom buttons, formulas, and Visualforce.

Chapter 8, Configuring and Installing Salesforce for Outlook E-mail Integration, provides complete step-by-step instructions for the configuration and installation of Outlook e-mail integration with the Salesforce CRM application.

Chapter 9, Integrating Salesforce CRM with External Online Tools, contains advanced recipes that add data and functionality from external online systems that are served within Salesforce CRM using HTML, CSS, JavaScript, and Visualforce.

What you need for this book

The pre-requisite for this book is a computer with an Internet connection with one of the following supported browsers: Microsoft Internet Explorer, Mozilla Firefox, Google Chrome or Apple Safari. You need either an Enterprise, Unlimited, or a Developer edition of Salesforce CRM along with System Administrator permission.

Who this book is for

This book is for Salesforce administrators and developers who want to quickly incorporate enhanced functionality and extend the power of Salesforce CRM. Whether you are a Salesforce novice or a more experienced admin, this book provides practical, step-by-step instructions in the use of hidden features, advanced user interface techniques, and solutions for process automation, plus data and systems integration.

Not only are standard Salesforce CRM features covered, such as workflow and approval processes, validation rules, and formula fields, but you will also be exposed to additional technologies including HTML, JavaScript, CSS, Apex, and Visualforce.


In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text are shown as follows: "Within this component we are using the <iframe> HTML tag which allows us to insert the rendered output of a specified Visualforce page."

A block of code is set as follows:

<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>

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes, for example, appear in the text like this: "Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Components".


Warnings or important notes appear in a box like this.


Tips and tricks appear like this.

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