Salesforce CRM Admin Cookbook


Salesforce CRM Admin Cookbook
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Overview
Table of Contents
Author
Support
Sample Chapters
  • 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 the detailed recipes to harness the full power of Salesforce CRM
  • Full of screenshots and comprehensive, step-by-step instructions to help deliver practical solutions for enhancing and extending Salesforce CRM

Book Details

Language : English
Paperback : 266 pages [ 235mm x 191mm ]
Release Date : March 2013
ISBN : 1849684243
ISBN 13 : 9781849684248
Author(s) : Paul Goodey
Topics and Technologies : All Books, Enterprise Products and Platforms, Cookbooks, CRM, Enterprise

Table of Contents

Preface
Chapter 1: Working with Home Page Components and Custom Links
Chapter 2: Advanced User Interface
Chapter 3: Exposing Hacks and Hidden Features
Chapter 4: Automating Salesforce CRM
Chapter 5: Improving Data Quality in Salesforce CRM
Chapter 6: Implementing Approval Processes
Chapter 7: Productivity Tools for Superusers and Advanced Administration
Chapter 8: Configuring and Installing Salesforce for Outlook E-mail Integration
Chapter 9: Integrating Salesforce CRM with External Online Tools
Index
  • Chapter 1: Working with Home Page Components and Custom Links
    • Introduction
    • Creating a Personal Setup link using the standard Custom Links on the sidebar
    • Using Custom Links to open Training in a new window from the sidebar
    • Creating a news-ticker message on the home page
    • Automatically collapsing Chatter feeds on the home page
    • Removing Chatter feeds on the home page
    • Adding a Send An Email button on the home page
    • Showing Opportunity Sales Stages descriptions on the home page
    • Chapter 2: Advanced User Interface
      • Introduction
      • Displaying Case Priority flags using a formula field and salesforce.com images
      • Building an Account Revenue indicator using a formula field and custom images
      • Creating a clutter-free Account tab using Visualforce
      • Showing a tabbed Account Detail page using Visualforce
      • Rendering an Account credit score graphically using JavaScript, CSS,
      • and Visualforce
      • Presenting an Account credit score graphically using a Google image chart
      • Chapter 3: Exposing Hacks and Hidden Features
        • Introduction
        • Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce
        • Populating a historic year range from 1920 on calendar pop ups for all date fields in Salesforce
        • Creating a custom Log A Call button from accounts with prepopulated fields
        • Presenting an integrated view of cases on the home page
        • Removing the "discover what's new in this release" button from the home page
        • Chapter 4: Automating Salesforce CRM
          • Introduction
          • Deriving year and month values from the opportunity close date using a formula
          • Calculating the week number for the opportunity close date using a formula
          • Creating an opportunity close date e-mail alert using workflow
          • Setting a default opportunity name using a field update workflow
          • Generating a default opportunity close date using a field update workflow
          • Chapter 5: Improving Data Quality in Salesforce CRM
            • Introduction
            • Stopping non-system administrators from changing account names with a validation rule
            • Enforcing the use of two-letter account country codes using a validation rule
            • Validating if US zip codes are well formed using a validation rule with REGEX
            • Validating if UK postcodes are well formed using a validation rule with REGEX
            • Creating a mandatory Reason Lost field for lost opportunities using a validation rule
            • Chapter 6: Implementing Approval Processes
              • Introduction
              • Creating an e-mail template for use with approval assignments
              • Setting up a user to be associated with an approval process
              • Building an opportunity approval process for deals greater than USD 100,000
                • Chapter 8: Configuring and Installing Salesforce for Outlook E-mail Integration
                  • Introduction
                  • Enabling the Email to Salesforce feature in Salesforce CRM
                  • Obtaining system requirements information for Salesforce for Outlook
                  • Setting up Salesforce for Outlook configurations within Salesforce CRM
                  • Installing the Salesforce for Outlook software on a local machine
                  • Configuring the Salesforce for Outlook software on a local machine

                    Paul Goodey

                    Paul Goodey is the author of Salesforce CRM Admin Cookbook by Packt Publishing. He has over 15 years' 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 developer, business analyst, consultant, and as a system administrator to provide solutions for both in-house and consultancy-based end-users. Based in the UK near London, Paul's professional qualifications include Salesforce.com Certified Developer DEV-401. In his spare time, he is a keen runner, having run several marathons and half-marathons since 2001. Paul is a keen and active member of the salesforce.com administrator and developer online community and can be found at LinkedIn at http://www.linkedin.com/in/paulgoodey.
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                    What you will learn from this book

                    • Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout
                    • Advanced user interface techniques to improve the look and feel of Salesforce CRM with the presentation of graphical elements
                    • Exposing hacks and hidden features to enhance and override native aspects of Salesforce CRM
                    • Automatic data capture and improving data quality in Salesforce CRM
                    • Implementing an approval process to control the way approvals are managed for records in Salesforce CRM
                    • Increasing productivity using tools and features to provide advanced administration
                    • Configuring and installing Salesforce for Microsoft Outlook email integration
                    • Integrating Salesforce CRM with external online tools to provide enhanced functionality and extend the power of Salesforce CRM

                    In Detail

                    Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. It is a proven system which helps to manage large volumes of information across an organization and also improves communication between departments for exceptional customer service. The CRM application is available for the management of sales projections and orders, marketing plans, knowledge management, service and support, partner relationships, and data analytics. The application greatly enhances a company’s sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book which focuses on the administrative aspect of Salesforce CRM.

                    "Salesforce CRM Admin Cookbook" enables you to instantly extend and unleash the power of Salesforce CRM. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features or are looking for ideas for advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes.

                    This book provides practical, step-by-step instructions that cover the use of hidden features, advanced user interface techniques, solutions for process automation, and data and systems integration in detail.

                    This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that cover data quality and automation, approval and workflow processing, solutions to increase productivity, and the integration of Salesforce CRM with external tools and applications, such as Google and Microsoft Outlook.

                    "Salesforce CRM Admin Cookbook' provides practical, step-by-step instructions to deliver enhanced functionality and extend the power of Salesforce CRM.

                    Approach

                    This book is written in a Cookbook-style format and provides you with immediately useable recipes that extend the functionality of Salesforce CRM and solves real-world problems encountered within the Salesforce CRM application.

                    The recipes in this Cookbook contain proven, step-by-step instructions along with detailed screenshots.

                    This Cookbook has been designed so that you can read it chapter by chapter, starting with recipes that provide enhancements to the user interface, and finishing with recipes that cover data and systems integration. You can also refer to the list of recipes and choose to access them in no particular order. Either method allows you to rapidly implement solutions in your organization that extend and enhance the functionality of Salesforce CRM for your users.

                    Who this book is for

                    This book is for Salesforce administrators and developers who want to quickly incorporate enhanced functionality and extend the power of Salesforce CRM.

                    Whether you are a Salesforce novice or a more experienced administrator, this book provides practical, step-by-step instructions in the use of hidden features, advanced user interface techniques, and solutions for process automation, plus data and systems integration. Not only are standard Salesforce CRM features covered, such as workflow and approval processes, validation rules, and formula fields, but you will also be exposed to further technologies that include HTML, Javascript, CSS, Apex, and Visualforce.

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