Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases now! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Arrow right icon
View More author details
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

There are aspects of support and maintenance in Salesforce CRM that requires exporting information from Salesforce into external tools, providing help pages to enable users to self-serve and guide themselves, and for extended monitoring and reporting on changes to records to manage the system and business improvements.

In this chapter, we provide recipes designed to help system administrators and advanced users to associate Salesforce data when using external tools and systems, build help pages within Salesforce to display context-specific help information that increases users' productivity, and capture detailed record changes that extend standard field history tracking that can be used for various trend analysis.

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime