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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... 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

Presenting Account Revenue indicators using custom images and formula field


Increasingly on the web, we find sites that are using images of gold or silver stars to provide reviews and to rank the quality or usefulness of various products and services.

It has become universally accepted that one or no star equates to something very poor and five stars is seen to be excellent. By building an incremental number of images, we can create an associated image list of say one to five that conveys a rating and ranking factor.

For this recipe, we are using a dollar image that will be repeated depending on the value of the Account Revenue amount to show revenue graphically.

Note

The dollar image we are using is a custom image and is not provided by the Salesforce CRM application.

Using the value entered in the standard field Account Revenue, we will create a custom formula field to build a set of images, from one to five, whenever the Account Revenue amount meets a certain threshold criteria.

The thresholds...

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