You're reading from Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

Preface

1. Section 1: Laying the Foundation

2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER

3. Chapter 2: Leads – Getting It Right the First Time

4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth

5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM

6. Section 2: Take Your CRM to the Next Level

7. Chapter 5: Working with Other System and Custom Modules

8. Chapter 6: Game-Changing Workflows and Automations

9. Chapter 7: Essential Systems Administration

10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM

12. Chapter 9: Zoho Campaigns

13. Chapter 10: Zoho Forms

14. Chapter 11: Zoho Survey

15. Chapter 12: SalesIQ

16. Chapter 13: Zoho Analytics

17. Chapter 14: Zoho Creator

18. Section 4: Measure, Learn, Evolve

19. Chapter 15: Building Actionable Reports and Dashboards (CRM)

20. Chapter 16: Best Practices to Adopt and Evolve Your CRM

21. Other Books You May Enjoy

Introducing Deluge and custom functions

Data Enriched Language for the Universal Grid Environment (Deluge) is Zoho's scripting language for customizing Zoho CRM and other Zoho software. Deluge lets developers add functionality to the CRM, yet the syntax is easy to read and may be recreated or modified by non-developers. Within Zoho CRM we can utilize Deluge by creating custom functions.

Custom functions are user-built functions that can help us to add new features to Zoho CRM as per our requirements. These are written in Deluge and are easy to construct. The syntax and logic are simple to formulate and aid in the continuous development of the code.

Let's consider some challenges we may face that can be resolved using a custom function:

Pushing data from parent record to child records
For example, when a user adds a new contact to an existing account, ABC Foods, we need the Sector from the Account (Food Manufacturing) to map to the sector of our new contact.
Another...