O'Reilly logo

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Salesforce CRM Admin Cookbook - Second Edition

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

  1. Preface
    1. What this book covers
    2. What you need for this book
    3. Who this book is for
    4. Sections
      1. Getting ready
      2. How to do it…
      3. How it works…
      4. There's more…
      5. See also
    5. Conventions
    6. Reader feedback
    7. Customer support
      1. Downloading the example code
      2. Downloading the color images of this book
      3. Errata
      4. Piracy
      5. Questions
  2. Salesforce CRM's Home Page is Where the Heart is...
    1. Introduction
    2. Building a custom Admin Home page in Lightning Experience
      1. How to do it...
      2. How it works...
    3. Cloning the standard Home page for a customized Lightning Experience
      1. Getting ready
      2. How to do it...
      3. How it works...
    4. Composing a system notification message on the Lightning Experience Home page
      1. How to do it...
      2. How it works...
      3. See also
    5. Providing a system support email link on a customized Home page
      1. How to do it...
      2. How it works...
      3. See also
    6. Creating a personal setup link on a customized Home page
      1. How to do it...
      2. How it works...
      3. See also
    7. Generating a filtered report link on a customized Home page
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    8. Developing a Lightning component to display a custom logo on a customized Home page
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
  3. Making a Picture Paint a Thousand Words...
    1. Introduction
    2. Showing overdue Opportunity close dates with a Salesforce image and formula field
      1. How to do it...
      2. How it works...
      3. There's more...
    3. Displaying Case Priority flags with Salesforce images and a formula field
      1. How to do it...
      2. How it works...
      3. There's more...
    4. Presenting Account Revenue indicators using custom images and formula field
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    5. Measuring account credit scores graphically using a Google image chart
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    6. Building an account credit score graphically with code
      1. Getting ready
      2. How to do it...
      3. How it works...
  4. Automating Work with Salesforce CRM
    1. Introduction
    2. Deriving year and month values from an Opportunity close date using a formula
      1. How to do it...
      2. How it works...
    3. Calculating the week number for the Opportunity close date using a formula
      1. How to do it...
      2. How it works...
    4. Creating an Opportunity close date reminder email using a workflow
      1. Getting ready
      2. How to do it...
      3. How it works...
    5. Setting a default Opportunity name using a field update workflow
      1. How to do it...
      2. How it works...
    6. Generating a default Opportunity close date using a field update workflow
      1. How to do it...
      2. How it works...
  5. Improving Data Quality in Salesforce CRM
    1. Introduction
    2. Preventing non-system administrators from changing account names with a validation rule
      1. How to do it...
      2. How it works...
    3. Enforcing the use of two-letter account country codes using a validation rule
      1. How to do it...
      2. How it works...
    4. Validating if US zip codes are well-formed using a validation rule with REGEX
      1. How to do it...
      2. How it works...
    5. Validating if UK postcodes are well-formed using a validation rule with REGEX
      1. How to do it...
      2. How it works...
    6. Creating a mandatory Reason Lost field for lost opportunities using a validation rule
      1. Getting ready
      2. How to do it...
      3. How it works...
    7. Blocking excluded countries with a custom country object and VLOOKUP validation rule
      1. Getting ready
      2. How to do it...
      3. How it works...
  6. Implementing Approval Processes
    1. Introduction
    2. Creating an email template for use with approval assignments
      1. How to do it...
    3. Setting up a user to be associated with an approval process
      1. How to do it...
    4. Building an opportunity approval process for deals greater than USD 100,000
      1. How to do it...
      2. How it works...
      3. There's more...
  7. Productivity Tools for Superusers and Advanced Administration
    1. Introduction
    2. Converting a 15-character Salesforce Opportunity ID to 18 characters using a formula field
      1. How to do it...
      2. How it works...
    3. Generating help pages using a Lightning component, action, and a PDF document
      1. Getting ready
      2. How to do it...
      3. How it works...
    4. Creating custom field history tracking for opportunities using Process Builder
      1. Getting ready
      2. How to do it...
      3. How it works...
  8. Extending Lightning Experience Record Pages
    1. Introduction
    2. Configuring a report chart and embedding it within an account record using Lightning App Builder
      1. Getting ready
      2. How to do it...
      3. How it works...
    3. Creating a pre-populated opportunity from an account record page using a Lightning Action
      1. How to do it...
      2. How it works...
    4. Generating a filtered opportunity report link on an account record detail page
      1. Getting ready
      2. How to do it...
      3. How it works...
    5. Developing a Lightning Component to highlight any prospective companies on an account page
      1. How to do it...
      2. How it works...
      3. There's more...
  9. Building a Search-First-Before-You-Create Lightning Component
    1. Introduction
    2. Developing an Apex Controller to search for accounts
      1. How to do it...
      2. How it works...
      3. There's more...
    3. Creating a Lightning Component for searching and creating accounts
      1. How to do it...
      2. How it works...
      3. There's more...
    4. Scripting a Lightning JavaScript Controller
      1. How to do it...
      2. How it works...
      3. There's more...
    5. Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class
      1. How to do it...
      2. How it works...
      3. There's more...
    6. Composing an Apex Test Class
      1. How to do it...
      2. How it works...
      3. There's more...
    7. Putting it all together and overriding the standard New Account button
      1. How to do it...
      2. How it works...
      3. There's more...