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Salesforce CRM Admin Cookbook
Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook: Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience , Second Edition

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Paperback Dec 2017 358 pages 2nd Edition
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Salesforce CRM Admin Cookbook

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

In this chapter, we will cover the following recipes:

  • Building a custom Admin Home page in Lightning Experience
  • Cloning the standard Home page for a customized Lightning Experience
  • Composing a system notification message on the Lightning Experience Home page
  • Providing a system support email link on a customized Home page
  • Creating a personal setup link on a customized Home page
  • Generating a filtered report link on a customized Home page
  • Developing a Lightning component to display a custom logo on a customized Home page

Introduction

The Home tab in Salesforce CRM Lightning Experience is generally set as the opening page for users when they first log into the application.

Users of Salesforce like having access to the information and data that is most relevant to them in a quick and easy fashion, and landing on a customized Home page is usually preferred by most users.

Out of the box, the Home page in Salesforce CRM Lightning Experience provides a great way for users to view sales performance and opportunity top deals, tasks and events, account news, recent records, and so on. The following screenshot shows the Salesforce CRM Home tab screen:

The Home page in Salesforce CRM Lightning Experience allows various standard Home page components to be shown, such as Quarterly Performance, Today's Events, or Top Deals (as shown in the preceding screenshot).

In addition to the standard components...

Building a custom Admin Home page in Lightning Experience

The sales performance or opportunity top deals components, which are provided out of the box on the Home page, give sales people a very good insight into their sale activities. However, sales performance may not necessarily be relevant to or desired by non-sales users with job functions in other areas, such as marketing, service, finance, or even Salesforce system administration.

Rather than presenting the default Home page to all users in all business functions, you can create custom Home pages with features relevant to specific types of users, and assign the customized pages to different user profiles with Lightning App Builder in Lightning Experience.

There are two methods of creating custom Home pages in Salesforce CRM Lightning Experience. These methods involve either editing an existing Home page or creating a new...

Introduction


There is a saying that a picture paints a thousand words. Whether this is true, there is no doubt that pictures and images often, far better, describe information than words and numbers alone.

Text and numerical data can often be better represented as graphical charts and images to provide a quick and easy way to compare data values. Images can also provide a more visually powerful style of message delivery for what can otherwise be overlooked in static text or numbers.

In this chapter, we will provide recipes designed to enhance the user interface and provide features and functionality to visually display information in Salesforce CRM.

Showing overdue Opportunity close dates with a Salesforce image and formula field


The use of exclamation, and check icons is a common sight within applications and helps to clearly show where data or processes are either satisfactory or in need of amendment.

Using an exclamation icon we can show where Opportunity close dates are overdue and need to be updated in Salesforce. We can use a check icon to show that all is well and no action is required.

Note

Salesforce CRM contains images for various flags and icons.

In this recipe, we will display an image derived by a formula field that shows whether the Opportunity close date is within date or is overdue.

How to do it...

Carry out the following steps to create a formula field to display Salesforce images to show graphically whether the close date is overdue or within date for Opportunity records:

  1. Click on the Setup gear icon in the top right-hand of the main Home page, as shown in the following screenshot:
  2. Click the Setup option, as shown in the...

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...

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...

Measuring account credit scores graphically using a Google image chart


This recipe shows the steps for rendering a credit score graphically using a Google Chart contained within a custom Salesforce CRM formula field. Here we are using a dial-type chart from Google called a Google-O-Meter chart.

Note

Google provides various APIs for mapping functions, developer tools, graphical user interfaces, and so on. At the time of writing, the Google-O-Meter image chart is fully functioning for the purpose described in this recipe; however, Google APIs are subject to change and may become unsupported in the future.

The Google-O-Meter is a gauge that points toward a single value on a range. More details can be found at https://developers.google.com/chart/image/docs/gallery/googleometer_chart#introduction.

First, we create a custom account credit score which will feed the values rendered in the graphical range.

Note

You can omit the steps in the following Getting ready section if you have previously carried...

Building an account credit score graphically with code


In this recipe, we will detail the steps to render an account credit score graphically using JavaScript and CSS within a Visualforce page.

We will add the Visualforce page as a component onto a Salesforce Account page using the Lightning App Builder and the image will appear on the main Account page as well as in the detail section of the page.

First, we create a custom Account Credit Score, which will feed the values rendered in the graphical range.

Note

You can omit the steps in the following Getting ready section if you have previously carried out the steps in the Getting ready section of the Measuring account credit scores graphically using a Google image chart recipe.

Getting ready

Carry out the following steps to create a custom Credit Score field on the Account object:

  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, as shown in the following screenshot...
Left arrow icon Right arrow icon

Key benefits

  • • Implement advanced user interface techniques to improve the look and feel of Salesforce CRM.
  • • Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization.
  • • Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM.

Description

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework.

Who is this book for?

If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed.

What you will learn

  • Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout
  • Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques
  • Improving the data quality in Salesforce CRM and automatic data capture
  • Implement an approval process to control the way approvals are managed for records in Salesforce CRM
  • Increase productivity using tools and features to provide advanced administration
  • Extend Lightning Experience Record Pages to tailor user interaction experience
  • Create Lightning component to implement Search before Create for customer/person accounts

Product Details

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Publication date : Dec 22, 2017
Length: 358 pages
Edition : 2nd
Language : English
ISBN-13 : 9781788625517
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Tools :

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Product Details

Publication date : Dec 22, 2017
Length: 358 pages
Edition : 2nd
Language : English
ISBN-13 : 9781788625517
Category :
Concepts :
Tools :

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Table of Contents

8 Chapters
Making a Picture Paint a Thousand Words... Chevron down icon Chevron up icon
Salesforce CRM's Home Page is Where the Heart is... Chevron down icon Chevron up icon
Automating Work with Salesforce CRM Chevron down icon Chevron up icon
Improving Data Quality in Salesforce CRM Chevron down icon Chevron up icon
Implementing Approval Processes Chevron down icon Chevron up icon
Productivity Tools for Superusers and Advanced Administration Chevron down icon Chevron up icon
Extending Lightning Experience Record Pages Chevron down icon Chevron up icon
Building a Search-First-Before-You-Create Lightning Component Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Half star icon Empty star icon Empty star icon 2.8
(5 Ratings)
5 star 40%
4 star 0%
3 star 0%
2 star 20%
1 star 40%
Antonina Apr 22, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
A great book for both new and experienced Salesforce Admins. The book is very well structured and all concepts are explained clearly. What I like the most is that all excercises are concentrated around real-life scenarios applicable to most companies that use Salesforce. In addition to this while many other books still teach how to do things in classic, this book is all about Lightning. Whether you are new to Salesforce or consider switching to Lightning, I recommend reading this book.
Amazon Verified review Amazon
Trevor Lobel Apr 12, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Once again an outstanding book from Paul. Clear, concise, packed full of very valuable and relevant information. Highly recommended !
Amazon Verified review Amazon
Jon May 14, 2019
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
Half of the book is covered with screenshot images and instructions. The examples are very trivial and repetitive. You can learn all this stuff online and find better explanations there.
Amazon Verified review Amazon
Robby Oct 24, 2018
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
(This as of 2018-10-24) - Hmmm... Both reviews don't have "Verified Purchase" and sound like friends of the author... And why isn't there any preview of this book, or even the Table of Contents isn't provided? $40 bucks is pretty steep for a book that doesn't let you see what's inside. Till then, I'm not going to risk $40 on blind faith. @Author - Add a preview and I will change this review...
Amazon Verified review Amazon
Cliente de Amazon May 20, 2022
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
Too much theory
Amazon Verified review Amazon
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