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
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Automatically collapsing Chatter feeds on the home page


The Chatter feed on the home page appears at the top of the home page layout (as shown in the screenshot in the Introduction section) and is a great place for presenting the feed of Chatter posts.

However, since the Chatter feed is always shown at the top of the home page, users find themselves having to scroll down the home page to get to their calendar, items to approve, or anything else that has been configured on their home page, as shown in the following screenshot:

The Hide Chatter button allows users to manually hide the feed but this has to be done every time the user lands on the home page either when they first log in or when they click on the Home tab.

To save users' time by automatically hiding chatter feeds on the Home Page every time the user accesses the Home tab create this custom Home Page Component using the steps listed in the following section.

How to do it...

Carry out the following steps to automatically collapse Home Page Chatter feeds:

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

  2. Click on New.

    Note

    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 shown 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. In this recipe enter the text, Chatter Feed Auto Hide.

  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.

    Note

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

  8. Check the Show HTML checkbox.

    Note

    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):

    <br><script> var e = document.getElementById("showFeedLink"); if(e.style.display == "none") chatter.getFeed().toggle(); </script> 
  10. Click on Save.

    Note

    We have created our Chatter Feed Auto Hide 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.

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

  13. Check the Chatter Feed Auto Hide checkbox in the Select Wide Components to Show section, as shown in the following screenshot:

  14. Click on Next.

  15. Move the Chatter Feed Auto Hide 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.

There's more...

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.

Note

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.

Note

This recipe introduces an element of risk and is not supported by salesforce.com.

If salesforce.com chooses to rename the HTML ID, used for the Hide Chatter button, this recipe will cease to function. This recipe code would need to be changed to incorporate the new ID; hence this technique is not generally recommended by Salesforce.

See also

The Removing Chatter feeds on the home page recipe in this chapter.