Book description
Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions.
About This Book
- Implement advanced user interface techniques to improve the look and feel of Salesforce CRM.
- Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization.
- Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM.
Who This Book Is For
If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed.
What You Will Learn
- Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout
- Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques
- Improving the data quality in Salesforce CRM and automatic data capture
- Implement an approval process to control the way approvals are managed for records in Salesforce CRM
- Increase productivity using tools and features to provide advanced administration
- Extend Lightning Experience Record Pages to tailor user interaction experience
- Create Lightning component to implement Search before Create for customer/person accounts
In Detail
Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization.
Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework.
Style and approach
We will be discussing recipes about several modules, which will help you gain mastery over different modules, such as data management, security enhancements, and so on, which is expected of an administrator.
Table of contents
- Preface
-
Salesforce CRM's Home Page is Where the Heart is...
- Introduction
- Building a custom Admin Home page in Lightning Experience
- Cloning the standard Home page for a customized Lightning Experience
- Composing a system notification message on the Lightning Experience Home page
- Providing a system support email link on a customized Home page
- Creating a personal setup link on a customized Home page
- Generating a filtered report link on a customized Home page
- Developing a Lightning component to display a custom logo on a customized Home page
-
Making a Picture Paint a Thousand Words...
- Introduction
- Showing overdue Opportunity close dates with a Salesforce image and formula field
- Displaying Case Priority flags with Salesforce images and a formula field
- Presenting Account Revenue indicators using custom images and formula field
- Measuring account credit scores graphically using a Google image chart
- Building an account credit score graphically with code
-
Automating Work with Salesforce CRM
- Introduction
- Deriving year and month values from an Opportunity close date using a formula
- Calculating the week number for the Opportunity close date using a formula
- Creating an Opportunity close date reminder email using a workflow
- Setting a default Opportunity name using a field update workflow
- Generating a default Opportunity close date using a field update workflow
-
Improving Data Quality in Salesforce CRM
- Introduction
- Preventing non-system administrators from changing account names with a validation rule
- Enforcing the use of two-letter account country codes using a validation rule
- Validating if US zip codes are well-formed using a validation rule with REGEX
- Validating if UK postcodes are well-formed using a validation rule with REGEX
- Creating a mandatory Reason Lost field for lost opportunities using a validation rule
- Blocking excluded countries with a custom country object and VLOOKUP validation rule
- Implementing Approval Processes
- Productivity Tools for Superusers and Advanced Administration
-
Extending Lightning Experience Record Pages
- Introduction
- Configuring a report chart and embedding it within an account record using Lightning App Builder
- Creating a pre-populated opportunity from an account record page using a Lightning Action
- Generating a filtered opportunity report link on an account record detail page
- Developing a Lightning Component to highlight any prospective companies on an account page
-
Building a Search-First-Before-You-Create Lightning Component
- Introduction
- Developing an Apex Controller to search for accounts
- Creating a Lightning Component for searching and creating accounts
- Scripting a Lightning JavaScript Controller
- Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class
- Composing an Apex Test Class
- Putting it all together and overriding the standard New Account button
Product information
- Title: Salesforce CRM Admin Cookbook - Second Edition
- Author(s):
- Release date: December 2017
- Publisher(s): Packt Publishing
- ISBN: 9781788625517
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