Salesforce CRM admin cookbook solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience
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...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt
2017.
|
| Edición: | Second edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009630736606719 |
Tabla de Contenidos:
- Cover
- Copyright
- Credits
- About the Author
- Acknowledgements
- About the Reviewer
- www.PacktPub.com
- Customer Feedback
- Table of Contents
- Preface
- Chapter 1: Making a Picture Paint a Thousand Words...
- Introduction
- Showing overdue Opportunity close dates with a Salesforce image and formula field
- How to do it...
- How it works...
- There's more...
- Displaying Case Priority flags with Salesforce images and a formula field
- How to do it...
- How it works...
- There's more...
- Presenting Account Revenue indicators using custom images and formula field
- Getting ready
- How to do it...
- How it works...
- There's more...
- Measuring account credit scores graphically using a Google image chart
- Getting ready
- How to do it...
- How it works...
- There's more...
- Building an account credit score graphically with code
- Getting ready
- How to do it...
- How it works...
- Chapter 2: Salesforce CRM's Home Page is Where the Heart is...
- Introduction
- Building a custom Admin Home page in Lightning Experience
- How to do it...
- How it works...
- Cloning the standard Home page for a customized Lightning Experience
- Getting ready
- How to do it...
- How it works...
- Composing a system notification message on the Lightning Experience Home page
- How to do it...
- How it works...
- See also
- Providing a system support email link on a customized Home page
- How to do it...
- How it works...
- See also
- Creating a personal setup link on a customized Home page
- How to do it...
- How it works...
- See also
- Generating a filtered report link on a customized Home page
- Getting ready
- How to do it...
- How it works...
- See also
- Developing a Lightning component to display a custom logo on a customized Home page
- Getting ready
- How to do it...
- How it works.
- There's more...
- Chapter 3: Automating Work with Salesforce CRM
- Introduction
- Deriving year and month values from an Opportunity close date using a formula
- How to do it...
- How it works...
- Calculating the week number for the Opportunity close date using a formula
- How to do it...
- How it works...
- Creating an Opportunity close date reminder email using a workflow
- Getting ready
- How to do it...
- How it works...
- Setting a default Opportunity name using a field update workflow
- How to do it...
- How it works...
- Generating a default Opportunity close date using a field update workflow
- How to do it...
- How it works...
- Chapter 4: Improving Data Quality in Salesforce CRM
- Introduction
- Preventing non-system administrators from changing account names with a validation rule
- How to do it...
- How it works...
- Enforcing the use of two-letter account country codes using a validation rule
- How to do it...
- How it works...
- Validating if US zip codes are well-formed using a validation rule with REGEX
- How to do it...
- How it works...
- Validating if UK postcodes are well-formed using a validation rule with REGEX
- How to do it...
- How it works...
- Creating a mandatory Reason Lost field for lost opportunities using a validation rule
- Getting ready
- How to do it...
- How it works...
- Blocking excluded countries with a custom country object and VLOOKUP validation rule
- Getting ready
- How to do it...
- How it works...
- Chapter 5: Implementing Approval Processes
- Introduction
- Creating an email template for use with approval assignments
- How to do it...
- Setting up a user to be associated with an approval process
- How to do it...
- Building an opportunity approval process for deals greater than USD 100,000
- How to do it...
- How it works...
- There's more.
- Chapter 6: Productivity Tools for Superusers and Advanced Administration
- Introduction
- Converting a 15-character Salesforce Opportunity ID to 18 characters using a formula field
- How to do it...
- How it works...
- Generating help pages using a Lightning component, action, and a PDF document
- Getting ready
- How to do it...
- How it works...
- Creating custom field history tracking for opportunities using Process Builder
- Getting ready
- How to do it...
- How it works...
- Chapter 7: Extending Lightning Experience Record Pages
- Introduction
- Configuring a report chart and embedding it within an account record using Lightning App Builder
- Getting ready
- How to do it...
- How it works...
- Creating a pre-populated opportunity from an account record page using a Lightning Action
- How to do it...
- How it works...
- Generating a filtered opportunity report link on an account record detail page
- Getting ready
- How to do it...
- How it works...
- Developing a Lightning Component to highlight any prospective companies on an account page
- How to do it...
- How it works...
- There's more...
- Chapter 8: Building a Search-First-Before-You-Create Lightning Component
- Introduction
- Developing an Apex Controller to search for accounts
- How to do it...
- How it works...
- There's more...
- Creating a Lightning Component for searching and creating accounts
- How to do it...
- How it works...
- There's more...
- Scripting a Lightning JavaScript Controller
- How to do it...
- How it works...
- There's more...
- Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class
- How to do it...
- How it works...
- There's more...
- Composing an Apex Test Class
- How to do it...
- How it works...
- There's more.
- Putting it all together and overriding the standard New Account button
- How to do it...
- How it works...
- There's more...
- Index.
