Salesforce CRM Admin Cookbook.

Paul Goodey, Fabrice Cathala

• Publisher: Packt Publishing
• Year: 2017
• Print ISBN: 9781788625517
• eBook ISBN: 9781788621823
• Edition: 2
• Topic: Computer Science
• Subtopic: Business Intelligence
• Index: Computer Science

Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions.

Key Features

• 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.

Book 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.

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

Who this book is 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.

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, it is possible to create custom components with functionality that is not provided by default. Both types of components can be made available to users by customizing the Home page layouts and assigning different Home page layouts to different users based on their profile.

The following recipes are designed to improve the usefulness and relevance of the Home page and also provide additional features and functionality that are not provided natively within the Salesforce CRM application.

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 Light...

Table of contents

• Title Page
• Copyright
• Credits
• About the Author
• Acknowledgements
• About the Reviewer
• www.PacktPub.com
• Customer Feedback
• Preface
• Making a Picture Paint a Thousand Words...
• Salesforce CRM's Home Page is Where the Heart is...
• Automating Work with Salesforce CRM
• Improving Data Quality in Salesforce CRM
• Implementing Approval Processes
• Productivity Tools for Superusers and Advanced Administration
• Extending Lightning Experience Record Pages
• Building a Search-First-Before-You-Create Lightning Component