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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

Introduction

Salesforce CRM users spend much of their time working with data by creating, modifying, and viewing records in the Salesforce platform; so, it is important to provide facilities that improve user satisfaction and adoption of the system.

While the native Salesforce platform is one of the easiest and most user-friendly systems for managing data, any extended functionality that can help to reduce the burden for record management should be considered.

In this chapter, we provide recipes that extend the functionality for record management associated with account record Home pages and enable you to embed charts, pre-populate opportunity information, add a dynamic link to an opportunity report, and display record highlights within an account record.

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