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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

Product type Paperback

Published in Dec 2017

Publisher

ISBN-13 9781788625517

Length 358 pages

Edition 2nd Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Paul Goodey

View More author details

Table of Contents (9) Chapters

Preface

1. Making a Picture Paint a Thousand Words... FREE CHAPTER

2. Salesforce CRM's Home Page is Where the Heart is...

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

Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class

Organizations often have a requirement to identify prospective companies that are not currently a customer, and this can be achieved in Salesforce CRM by storing the value Prospect as a type of account in the standard field called Type.

How to do it...

Carry out the following steps to develop a Lightning JavaScript Helper which is used for searching accounts, using the Salesforce Developer Console:

Click on the Setup gear icon, as shown in the following screenshot:

The Setup gear icon is located in the top right-hand area of the main Home page.

Click the Developer Console option, as shown in the following screenshot:

In the...

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Authors (1)

Paul Goodey

Paul Goodey

Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.

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