Salesforce CRM Admin Cookbook

Navigate to the home page components' setup page by going to Your Name | Setup | Customize | Home | Home Page Components.

Click on Edit.

Enter Personal Setup in the 1. Bookmark field.

Enter /ui/setup/Setup?setupid=PersonalSetup in the corresponding URL field, as shown in the following screenshot:

Click on Save.

Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Layouts.

Determine which home page layout to place the component on and click on Edit. Here we are editing the home page layout named DE Default, as shown in the following screenshot:

We will be presented with the Step 1. Select the components to show page.

Check the Custom Links checkbox in the Select Narrow Components to Show section, as shown in the following screenshot:

Click on Next.

Move Custom Links to the top position in the Narrow (Left) Column using the Arrange the component on your home page section, as shown in the following screenshot:

Click on Save.

Navigate to the Custom Links home page by going to Your Name | Setup | Customize | Home | Custom Links.

Click on New.

Enter the label of the Custom Link in the Label field. Here, type the text Training.

Accept the default name of the Custom Link in the Name field, Training.

Leave the Protected Component checkbox unchecked.

Enter the following description in the Description field: This a link to Salesforce Training.

Choose the Display in new window option from the Behavior picklist. Choose the URL option from the Content Source picklist.

Enter /help/doc/user_ed.jsp?loc=training into the source section as shown in the following screenshot:

Ensure the selection Unicode (UTF-8) is set in the Link Encoding picklist.

Click on Save.

We now need to create a custom home page component to house this custom link. The alert displayed in the following screenshot reminds us of that:

Click on OK.

Now navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Components.

Click on New.

Click on Next (on the Understanding Custom Components splash screen, if shown).

The Next button is found on the Understanding Custom Components splash screen (this page is only shown if the Don't show this page again checkbox has not previously been checked) as in the following screenshot:

Here, we will be presented with the Step 1. New Custom Components page.

Enter the name of the Custom Component in the Name field. Enter the text Custom Links (in New Window).

Select the Links option from the Type options list as shown in the following screenshot:

Click on Next.

Now add the Training link to the list of Custom Links to show as shown in the following screenshot:

Click on Save

Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Layouts.

Determine which home page layout to place the component on and click on Edit. Here we are editing the home page layout named DE Default, as shown in the following screenshot:

We will be presented with the Step 1. Select the components to show page.

Check the Custom Links (in New Window) checkbox in the Select Narrow Components to Show section as shown in the following screenshot:

Click on Next.

Move Custom Links (in New Window) to the top position in Narrow (Left) Column using the Arrange the component on your home page. section, as shown in the following screenshot:

Click on Save.

Navigate to the home page components setup page, by clicking the following: Your Name | Setup | Customize | Home | Home Page Components.

Click on New.

Click on Next (on the Understanding Custom Components splash screen if shown). The Next button is found on the Understanding Custom Components splash screen (this page is only shown if the Don't show this page again checkbox has not previously been checked) as in the following screenshot:

Here, we are presented with the Step 1. New Custom Components page.

Enter the name of the custom component in the Name field. Enter the text News Ticker.

Select the HTML Area option from the Type options list.

Click on Next.

Ensure that the Wide (Right) Column option is selected within the Component Position option list.

Check the Show HTML checkbox.

Note

The above step is important! Locate and check the Show HTML checkbox, as shown in the following screenshot:

Paste the following code (as shown in the following screenshot):

<center>
<div style="border: 1px solid rgb(51, 153, 255); width: 96%; color: black; font-size: 18px; background-color: rgb(255, 255, 204);" id="NewsTicker">
<marquee onmouseover="this.scrollAmount=0" onmouseout="this.scrollAmount=6" width="98%">Welcome to the Salesforce CRM Admin cookbook</marquee></div></center><br>

Click on Save.

Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Layouts.

Determine which home page layout to place the component on and click on Edit. Here we are editing the home page layout named DE Default, as shown in the following screenshot:

We will be presented with the Step 1. Select the components to show page.

Check the News Ticker checkbox in the Select Wide Components to Show section, as shown in the following screenshot:

Click on Next.

Move News Ticker to the top position in Wide (Right) Column using the Arrange the component on your home page. section, as shown in the following screenshot:

Click on Save.

Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Components.

Click on New.

Click on Next (on the Understanding Custom Components splash screen if shown). The Next button is found on the Understanding Custom Components splash screen (this page is only shown if the Don't show this page again checkbox has not previously been checked), as shown in the following screenshot:

Here, we are presented with the Step 1. New Custom Components page.

Enter the name of the custom component in the Name field. In this recipe enter the text, Chatter Feed Auto Hide.

Select the HTML Area option from the Type options list.

Click on Next.

Ensure that the Wide (Right) Column option is selected within the Component Position option list.

Check the Show HTML checkbox.

Note

The above step is important! Locate and check the Show HTML checkbox as shown in the following screenshot:

Paste the following code (as shown in the following screenshot):

<br><script> var e = document.getElementById("showFeedLink"); if(e.style.display == "none") chatter.getFeed().toggle(); </script> 

Click on Save.

Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Layouts.

Determine which home page layout to place the component on and click on Edit. Here we are editing the home page layout named DE Default.

We will be presented with the Step 1. Select the components to show page.

Check the Chatter Feed Auto Hide checkbox in the Select Wide Components to Show section, as shown in the following screenshot:

Click on Next.

Move the Chatter Feed Auto Hide to the top position in Wide (Right) Column using the Arrange the component on your home page section, as shown in the following screenshot:

Click on Save.

Navigate to the home page components setup page, by clicking the following: Your Name | Setup | Customize | Home | Home Page Components.

Click on New.

Click on Next (on the Understanding Custom Components splash screen if shown). The Next button is found on the Understanding Custom Components splash screen (this page is only shown if the Don't show this page checkbox again has not previously been checked) as in the following screenshot:

Enter the name of the custom component in the Name field. In this recipe, enter the text Chatter Feed Removal.

Select the HTML Area option from the Type options list.

Click on Next.

Ensure the Wide (Right) Column option is selected within the Component Position option list.

Check the Show HTML checkbox.

Note

The above step is important! Locate and check the Show HTML checkbox as shown in the following screenshot:

Paste the following code (as shown in the following screenshot):

<script type="text/javascript">
document.getElementById("feedLinks").style.display = 'none'; 
document.getElementById("chatterfeedshell").style.display = 'none';
</script>

Click on Save.

Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Layouts.

Determine which home page layout to place the component on and click on Edit. Here we are editing the home page layout named DE Default.

We will be presented with the Step 1. Select the components to show page.

Check the Chatter Feed Removal checkbox in the Select Wide Components to Show section, as shown in the following screenshot:

Click on Next.

Position the News Ticker as the top position in the Wide (Right) Column using the Arrange the component on your home page. section, as shown in the following screenshot:

Click on Save.

Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Components.

Click on New.

Click on Next (on the Understanding Custom Components splash screen if shown). The Next button is found on the Understanding Custom Components splash screen (this page is only shown if the Don't show this page again checkbox has not previously been checked), as shown in the following screenshot:

Here, we will be presented with the Step 1. New Custom Components page.

Enter the name of the custom component in the Name field. Enter the text Email Button.

Select the HTML Area option from the Type options list.

Click on Next.

Ensure that the Wide (Right) Column option is selected within the Component Position option list.

Check the Show HTML checkbox.

Note

The above step is important! Locate and check the Show HTML checkbox as shown in the following screenshot:

Paste the following code (as shown in the following screenshot):

<INPUT style="BACKGROUND-IMAGE: url(/img/bgButton.gif); BORDER-BOTTOM: #5c5d61 1px solid; PADDING-BOTTOM: 
1px; BORDER-LEFT-STYLE: none; PADDING-LEFT: 3px; PADDING-RIGHT: 3px; DISPLAY: inline; BACKGROUND-REPEAT: 
repeat-x; FONT-FAMILY: 'Verdana', 'Geneva', sans-serif; BACKGROUND-POSITION: left top; BORDER-TOP-STYLE: 
none; COLOR: #ffffff; FONT-SIZE: 80%; CURSOR: pointer; FONT-WEIGHT: bold; BORDER-RIGHT: #5c5d61 1px solid; 
PADDING-TOP: 1px" title="This will send an email" 
onclick="javascript:window.location='/_ui/core/email/author/EmailAuthor';" name=SendAnEmail value=Send 
type=button>

Click on Save.

Navigate to the home page components setup page, by clicking the following: Your Name | Setup | Customize | Home | Home Page Layouts.

Determine which home page layout to place the component on and click Edit. Here we are editing the home page layout named DE Default.

We will be presented with the Step 1. Select the components to show page.

Check the Send An Email checkbox in the Select Wide Components to Show section as shown:

Click on Next.

Position the Send An Email button as the top position in the Wide (Right) Column using the Arrange the component on your home page. section, as shown in the following screenshot:

Click on Save.

Navigate to the home page components setup page by going to Your Name | Setup | Customize | Opportunities | Fields | Stage.

Click on Edit on the Stage Name.

Enter text in the Description field.

Navigate to the home page components setup page by going to Your Name | Setup | Develop | Apex Classes.

Click on New.

Paste the following code ( as shown in the following screenshot):

// Controller code for Help Sales Stage VisualForce Page Handler
public class clsHelpSalesStages{
  // This is a public getter method and returns a list of Opportunity Sales Stages 
  // the method is called from the Visualforce page
  public List<OpportunityStage> getSalesStages(){
    // This is a SOQL query to retrieve a list of matching Opportunity Sales Stages
    // The SELECT clause returns the fields: MasterLabel, IsClosed, IsWon, ForecastCategory, 
    //     ForecastCategoryName, DefaultProbability, Description
    // The WHERE clause (WHERE IsActive = true) filters the query so that only Active 
    //     Opportunity Stages are returned
    // The the ORDER BY clause (ORDER BY SortOrder ASC sorts the list of Opportunity Stages
    //     in ascending order using the SortOrder field 
    // the standard Sort Order
    List<OpportunityStage> lstOppStage = [ SELECT MasterLabel, 
                           IsClosed,
                           IsWon, 
                           ForecastCategory, 
                           ForecastCategoryName, 
                           DefaultProbability, 
                           Description
                    FROM OpportunityStage
                    WHERE IsActive = true
                    ORDER BY SortOrder ASC ];
    return lstOppStage;
  }
  // This is a test method - The test methods must provide at least 75% code coverage
  // test methods are required to deploy Apex to a production environment
  public static testMethod void testMyController(){
    clsHelpSalesStages objOppStage = new clsHelpSalesStages();
    List<OpportunityStage> lstOppStageTest = objOppStage .getSalesStages();
    // This is an assertion to ensure that Opportunity Sales Stages are returned.
    System.assert( lstOppStageTest.size() > 0 );
  }
}

Click on Save.

Navigate to the home page components setup page by going to Your Name | Setup | Develop | Pages.

Click on New.

Enter vfpHelpSalesStages in the Label field.

Accept the default vfpHelpSalesStages in the Name field.

Paste the following code (as shown in the following screenshot):

<apex:page controller="clsHelpSalesStages" tabStyle="Opportunity" showHeader="false" sidebar="false">
<apex:form >
<apex:sectionHeader title="Sales Stages Description. Date: {!NOW()}"/>
<apex:pageBlock title="">
<apex:pageMessages ></apex:pageMessages>
<apex:pageBlockTable value="{!SalesStages}" var="s" rendered="{!NOT(ISNULL(SalesStages))}">
<apex:column >
<apex:facet name="header">Name</apex:facet>
<div style="background-color:{!CASE(s.ForecastCategoryName,'Closed','maroon','Omitted','#FFA07A','Commit','green','Funnel','blue','gray')}; 
color:{!CASE(s.ForecastCategoryName,'Omitted','black','white')}">
{!s.MasterLabel}
</div>
</apex:column>
<apex:column value="{!s.DefaultProbability}"></apex:column>
<apex:column value="{!s.Description}"></apex:column>
<apex:column value="{!s.ForecastCategoryName}"></apex:column>
</apex:pageBlockTable>
</apex:pageBlock>
</apex:form>
</apex:page>

Now set security for the required profiles in your organization (this is required for every user profile that you wish to view the sales stage descriptions).

Navigate to the home page components setup page by going to Your Name | Setup | Customize | Home | Home Page Components.

Click on New.

Click on Next (on the Understanding Custom Components splash screen if shown). The Next button is found on the Understanding Custom Components splash screen (this page is only shown if the Don't show this page again checkbox has not previously been checked), as in the following screenshot:

Here, we are presented with the Step 1. New Custom Components page.

Enter the name of the custom component in the Name field. Enter the text Opportunity Sales Stages.

Select the HTML Area option from the Type options list.

Click on Next.

Ensure that the option Wide (Right) Column is selected within the Component Position option list.

Check the Show HTML checkbox.

Note

The above step is important! Locate and check the Show HTML checkbox as shown in the following screenshot:

Paste the following code:

<iframe style="width: 100%; height: 400px;" src="/apex/vfpHelpSalesStages" frameBorder="0"></iframe>

Click on Save.

Navigate to the home page components going to Your Name | Setup | Customize | Home | Home Page Layouts.

Determine which home page layout to place the component on and click on Edit. Here we are editing the home page layout named DE Default.

We are presented with the Step 1. Select the components to show page.

Check the Opportunity Sales Stages checkbox in the Select Wide Components to Show section, as shown in the following screenshot:

Click on Next.

Move the Opportunity Sales Stages to the top position in the Wide (Right) Column using the Arrange the component on your home page. section, as shown in the following screenshot:

Click on Save.