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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... 2. Salesforce CRM's Home Page is Where the Heart is... FREE CHAPTER 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Displaying Case Priority flags with Salesforce images and a formula field


The use of particular colors to represent certain states has become common place throughout the world. Red generally conveys danger and, in the ubiquitous traffic light signal, red means stop.

Continuing with the theme of traffic signal colors, and the use of red for stop, green for go, and yellow for proceed with caution, we can see how these colors can be used to represent statuses and to flag or highlight a current state or situation graphically.

Note

Salesforce CRM contains images for red, yellow, and green flags.

In this recipe, we will display an image derived by a formula field that shows whether the Case Priority is high, medium, or low.

How to do it...

Carry out the following steps to create a formula field to display Salesforce images to graphically show the priority of case records:

  1. Click on the Setup gear icon in the top right-hand of the main Home page, as shown in the following screenshot:
  1. Click the Setup option...
You have been reading a chapter from
Salesforce CRM Admin Cookbook - Second Edition
Published in: Dec 2017
Publisher:
ISBN-13: 9781788625517
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