Salesforce CRM Admin Cookbook - Second Edition

More Information
  • 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

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.

  • 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.
Page Count 358
Course Length 10 hours 44 minutes
ISBN 9781788625517
Date Of Publication 22 Dec 2017


Paul Goodey

Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006.

He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users.

Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.