45,59 €
Mehr erfahren.
- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
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.
About This Book
- 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.
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.
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
In Detail
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.
Style and approach
We will be discussing recipes about several modules, which will help you gain mastery over different modules, such as data management, security enhancements, and so on, which is expected of an administrator.
Sie lesen das E-Book in den Legimi-Apps auf:
Seitenzahl: 182
Veröffentlichungsjahr: 2017
Ähnliche
Second Edition
BIRMINGHAM - MUMBAI
Salesforce CRM Admin Cookbook
Second Edition
Copyright © 2017 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: March 2013
Second Edition: December 2017
Production reference: 1201217
ISBN 978-1-78862-551-7
www.packtpub.com
Credits
Author
Paul Goodey
Copy Editor
Safis Editing
Reviewer
Fabrice Cathala
Project Coordinator
Ulhas Kambali
Commissioning Editor
Vijin Boricha
Proofreader
Safis Editing
Acquisition Editor
Aiswarya Narayanan
Indexer
Tejal Daruwale Soni
ContentDevelopmentEditor
Nikhil Borkar
Graphics
Tom Scaria
Technical Editor
Diwakar Shukla
Production Coordinator
Deepika Naik
About the Author
Paul Goodey is the author of Salesforce CRM: The Definitive Admin Handbook. He has around 20 years of experience in developing web technology solutions for companies of all sizes across a variety of industries and has been building solutions with Salesforce CRM since 2006.
Paul has enjoyed a variety of roles while working with Salesforce CRM, having worked as a system administrator, developer, business analyst, and consultant to provide solutions for both in-house and consultancy-based end users.
Based in the UK, near London, Paul's professional qualifications include Salesforce Certified Administrator (ADM 201). In his spare time, he is a keen runner and regularly competes in marathon and half-marathon running races.
Paul is an active member of the Salesforce administrator and developer online user communities and can be found on LinkedIn at http://www.linkedin.com/in/paulgoodey.
Acknowledgements
Writing this book has been a privilege and I have thoroughly enjoyed working on the chapters. I am very lucky to have such wonderful friends and family who have provided so much support, endless cups of tea, and prawn sandwiches, without which I would have been unable to complete my part of this endeavor. I would also like to thank YOU for purchasing the book. I sincerely hope you find it as enjoyable and useful to read as it has been to write!
Many other people have also helped in the creation of the book and I am grateful to them all, so here's my attempt at providing acknowledgment where it is rightly due.
First I'd like to thank the good people at Salesforce for providing such an amazing product. Salesforce CRM is so easy and fun to work with and goes from strength to strength with each new release. The amount of innovation, new feature development, and added business value that it offers is simply outstanding.
Next, I would very much like to thank the team at Packt who have successfully orchestrated the completed work. From the time when I was first approached, to the time of editing and coordinating the final reviews, the team has been extremely supportive and highly professional throughout the writing process.
I would like to thank the technical reviewers for their truly valuable contributions and all the many people who have suggested ideas and code recipes. Instead of trying to name them all and risk not mentioning others, I would like to thank in general all the Salesforce employees, professionals, and keen enthusiasts who help make the Salesforce community such a productive and collaborative environment.
If you haven't participated in Salesforce online user communities such as http://success.salesforce.com (where you can collaborate and learn), http://developer.force.com, LinkedIn Salesforce user groups, and Twitter (look out for #askforce and #salesforce), I would strongly recommend them as they are a truly valuable source of information exchange.
About the Reviewer
Fabrice Cathala is a Salesforce MVP who’s been working in the IT industry for over 20 years. He started his career in the world of data center maintenance and operations. In 2001, he moved from maintaining to implementing enterprise-class on-premise applications. Then, in 2005, he discovered cloud computing with Salesforce and has been a cloud evangelist since. He’s run several blogs on the subject, the latest being dedicated to componentization in the context of Software as a Service (https://saas-components.com).
Today, Fabrice is a Salesforce Tech Lead working for Appirio in the UK. He currently holds eight certifications and is a Salesforce MVP. Outside of work, he is an active member of the Salesforce community and recently founded a new Developer Group in Swindon, UK (https://fcatha.la/sfdc-swindon). He is also keen on non-computer activities such as going for a swim with his daughter Macy-Anaïs at the local swimming pool.
www.PacktPub.com
For support files and downloads related to your book, please visit www.PacktPub.com. Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.PacktPub.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at [email protected] for more details. At www.PacktPub.com, you can also read a collection of free technical articles, sign up for a range of free newsletters and receive exclusive discounts and offers on Packt books and eBooks.
https://www.packtpub.com/mapt
Get the most in-demand software skills with Mapt. Mapt gives you full access to all Packt books and video courses, as well as industry-leading tools to help you plan your personal development and advance your career.
Why subscribe?
Fully searchable across every book published by Packt
Copy and paste, print, and bookmark content
On demand and accessible via a web browser
Customer Feedback
Thanks for purchasing this Packt book. At Packt, quality is at the heart of our editorial process. To help us improve, please leave us an honest review on this book's Amazon page at https://www.amazon.com/dp/178862551X. If you'd like to join our team of regular reviewers, you can email us at [email protected]. We award our regular reviewers with free eBooks and videos in exchange for their valuable feedback. Help us be relentless in improving our products!
Table of Contents
Preface
What this book covers
What you need for this book
Who this book is for
Sections
Getting ready
How to do it…
How it works…
There's more…
See also
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
Making a Picture Paint a Thousand Words...
Introduction
Showing overdue Opportunity close dates with a Salesforce image and formula field
How to do it...
How it works...
There's more...
Displaying Case Priority flags with Salesforce images and a formula field
How to do it...
How it works...
There's more...
Presenting Account Revenue indicators using custom images and formula field
Getting ready
How to do it...
How it works...
There's more...
Measuring account credit scores graphically using a Google image chart
Getting ready
How to do it...
How it works...
There's more...
Building an account credit score graphically with code
Getting ready
How to do it...
How it works...
Salesforce CRM's Home Page is Where the Heart is...
Introduction
Building a custom Admin Home page in Lightning Experience
How to do it...
How it works...
Cloning the standard Home page for a customized Lightning Experience
Getting ready
How to do it...
How it works...
Composing a system notification message on the Lightning Experience Home page
How to do it...
How it works...
See also
Providing a system support email link on a customized Home page
How to do it...
How it works...
See also
Creating a personal setup link on a customized Home page
How to do it...
How it works...
See also
Generating a filtered report link on a customized Home page
Getting ready
How to do it...
How it works...
See also
Developing a Lightning component to display a custom logo on a customized Home page
Getting ready
How to do it...
How it works...
There's more...
Automating Work with Salesforce CRM
Introduction
Deriving year and month values from an Opportunity close date using a formula
How to do it...
How it works...
Calculating the week number for the Opportunity close date using a formula
How to do it...
How it works...
Creating an Opportunity close date reminder email using a workflow
Getting ready
How to do it...
How it works...
Setting a default Opportunity name using a field update workflow
How to do it...
How it works...
Generating a default Opportunity close date using a field update workflow
How to do it...
How it works...
Improving Data Quality in Salesforce CRM
Introduction
Preventing non-system administrators from changing account names with a validation rule
How to do it...
How it works...
Enforcing the use of two-letter account country codes using a validation rule
How to do it...
How it works...
Validating if US zip codes are well-formed using a validation rule with REGEX
How to do it...
How it works...
Validating if UK postcodes are well-formed using a validation rule with REGEX
How to do it...
How it works...
Creating a mandatory Reason Lost field for lost opportunities using a validation rule
Getting ready
How to do it...
How it works...
Blocking excluded countries with a custom country object and VLOOKUP validation rule
Getting ready
How to do it...
How it works...
Implementing Approval Processes
Introduction
Creating an email template for use with approval assignments
How to do it...
Setting up a user to be associated with an approval process
How to do it...
Building an opportunity approval process for deals greater than USD 100,000
How to do it...
How it works...
There's more...
Productivity Tools for Superusers and Advanced Administration
Introduction
Converting a 15-character Salesforce Opportunity ID to 18 characters using a formula field
How to do it...
How it works...
Generating help pages using a Lightning component, action, and a PDF document
Getting ready
How to do it...
How it works...
Creating custom field history tracking for opportunities using Process Builder
Getting ready
How to do it...
How it works...
Extending Lightning Experience Record Pages
Introduction
Configuring a report chart and embedding it within an account record using Lightning App Builder
Getting ready
How to do it...
How it works...
Creating a pre-populated opportunity from an account record page using a Lightning Action
How to do it...
How it works...
Generating a filtered opportunity report link on an account record detail page
Getting ready
How to do it...
How it works...
Developing a Lightning Component to highlight any prospective companies on an account page
How to do it...
How it works...
There's more...
Building a Search-First-Before-You-Create Lightning Component
Introduction
Developing an Apex Controller to search for accounts
How to do it...
How it works...
There's more...
Creating a Lightning Component for searching and creating accounts
How to do it...
How it works...
There's more...
Scripting a Lightning JavaScript Controller
How to do it...
How it works...
There's more...
Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class
How to do it...
How it works...
There's more...
Composing an Apex Test Class
How to do it...
How it works...
There's more...
Putting it all together and overriding the standard New Account button
How to do it...
How it works...
There's more...
Preface
As an industry-leading Customer Relationship Management (CRM) cloud application, Salesforce CRM helps organizations manage customer interactions. It greatly enhances sales performance and customer engagement processes, and provides your business with a robust, innovative CRM system.
To achieve optimum performance and benefits from Salesforce CRM, there are many functional areas and solutions for you, as the Salesforce Administrator, to consider. This is the only cookbook-style publication that provides recipes which focus on configuring and extending this powerful CRM system in Lightning Experience.
Salesforce CRM Admin Cookbook provides step-by-step instructions that enable you to quickly enhance and unleash the power of Salesforce CRM using the Lightning Experience framework. This practical cookbook contains recipes that are presented using clear and comprehensive instructions, along with detailed screenshots, code, and comments.
Whether you are looking for solutions to apply the core features or are looking for ideas for advanced customization techniques using innovative Lightning components, this book will provide you with immediate, practical, and exciting real-world recipes.
What this book covers
Chapter 1, Salesforce CRM's Home Page is Where the Heart is..., covers recipes that enhance and extend the features and functionalities associated with the Salesforce Home Page by using standard and custom Lightning Experience features, along with a Lightning Component.
Chapter 2, Making a Picture Paint a Thousand Words..., includes techniques and solutions that override and enhance the native Salesforce user interface. The chapter introduces graphical elements with the use of images, HTML, CSS, JavaScript, and Visualforce pages within the Lightning Experience framework.
Chapter 3, Automating Work with Salesforce CRM, uses standard Salesforce features to automate the Salesforce CRM system and helps to deliver best practice data management using Salesforce workflow and formulas.
Chapter 4, Improving Data Quality in Salesforce CRM, provides recipes that enable data validation for improved data quality, using advanced Salesforce CRM validation rules.
Chapter 5, Implementing Approval Processes, uses step-by-step instructions to describe the configuration of a complete approval process using the standard Salesforce CRM approval mechanism.
Chapter 6, Productivity Tools for Superusers and Advanced Administration, builds solutions to assist with data integration, record tracking, and the creation of custom user help pages.
Chapter 7, Extending Lightning Experience Record Pages, contains recipes that utilize and extend the Lightning Experience framework associated with account record home pages to prepopulate data and display enhanced graphical information.
Chapter 8, Building a Search-First-Before-You-Create Lightning Component, uses step-by-step instructions to build the elements for a Lightning Component that facilitates the mandatory searching of account records within the account creation process, using the Lightning Experience framework.
What you need for this book
The prerequisite for this book is a computer with an internet connection and one of the following supported browsers: Google Chrome™, Mozilla® Firefox®, Apple® Safari® version 8.x on Mac OS X, or Microsoft® Internet Explorer® version 11.
Please note, Microsoft® Internet Explorer® versions 7–10 are not supported in Lightning Experience and the platform redirects to Salesforce Classic when using these versions.
You will need either the Enterprise Edition, Unlimited Edition, or Developer Edition of Salesforce CRM, along with system administrator permission.
Who this book is for
This book is for Salesforce administrators and developers who want to quickly incorporate enhanced functionalities and extend the power of Salesforce CRM. Whether you are a Salesforce novice or a more experienced system administrator, this book provides practical, step-by-step instructions to build solutions using Lightning Experience for process automation, data validation, and advanced user interfaces.
Not only are standard Salesforce CRM features such as workflow and approval processes, validation rules, and formula fields covered, but you will also be exposed to enhanced features and technologies, including HTML, CSS, JavaScript, Apex, Visualforce, and the Lightning Experience framework.
Sections
In this book, you will find several headings that appear frequently (Getting ready, How to do it…, How it works…, There's more…, and See also). To give clear instructions on how to complete a recipe, we use these sections as follows:
Getting ready
This section tells you what to expect in the recipe, and describes how to set up any software or any preliminary settings required for the recipe.
How to do it…
This section contains the steps required to follow the recipe.
How it works…
This section usually consists of a detailed explanation of what happened in the previous section.
There's more…
This section consists of additional information about the recipe in order to make the reader more knowledgeable about the recipe.
See also
This section provides helpful links to other useful information for the recipe.
Conventions
In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning. Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "We can include other contexts through the use of the include directive."
A block of code is set as follows:
<aura:component controller="AccountSearchController" implements="lightning:actionOverride, force:hasRecordId, force:hasSObjectName"> <!-- Attribute Declaration --> <aura:attribute name="searchString" type="String" description="Holds the User Search String Value"/>
When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:
<aura:component controller="AccountSearchController" implements="lightning:actionOverride,
force:hasRecordId
, force:hasSObjectName"> <!-- Attribute Declaration --> <aura:attribute name="searchString" type="String" description="Holds the User Search String Value"/>
New termsand important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "In the resulting Developer Console window, click on File."
Reader feedback
Feedback from our readers is always welcome. Let us know what you think about this book-what you liked or disliked. Reader feedback is important for us as it helps us develop titles that you will really get the most out of. To send us general feedback, simply e-mail [email protected], and mention the book's title in the subject of your message. If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide at www.packtpub.com/authors .
Customer support
Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.
Downloading the example code
You can download the example code files for this book from your account at http://www.packtpub.com. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you. You can download the code files by following these steps:
Log in or register to our website using your e-mail address and password.
Hover the mouse pointer on the
SUPPORT
tab at the top.
Click on
Code Downloads & Errata
.
Enter the name of the book in the
Search
box.
Select the book for which you're looking to download the code files.
Choose from the drop-down menu where you purchased this book from.
Click on
Code Download
.
You can also download the code files by clicking on the Code Files button on the book's webpage at the Packt Publishing website. This page can be accessed by entering the book's name in the Search box. Please note that you need to be logged in to your Packt account. Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:
WinRAR / 7-Zip for Windows
Zipeg / iZip / UnRarX for Mac
7-Zip / PeaZip for Linux
The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/Salesforce-CRM-Admin-Cookbook-Second-Edition. We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!
Downloading the color images of this book
We also provide you with a PDF file that has color images of the screenshots/diagrams used in this book. The color images will help you better understand the changes in the output. You can download this file from https://www.packtpub.com/sites/default/files/downloads/SalesforceCRMAdminCookbookSecondEdition_ColorImages.pdf.
