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Salesforce CRM Admin Cookbook

Cookbook
Paul Goodey

Over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions
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Book Details

ISBN 139781849684248
Paperback266 pages

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 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

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.

Table of Contents

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 7: Productivity Tools for Superusers and Advanced Administration
Introduction
Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field
Generating help pages for custom objects using Visualforce and a PDF document
Building a mass delete opportunity button using a custom list button
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
Chapter 9: Integrating Salesforce CRM with External Online Tools
Introduction
Providing a Google News search for an account using a custom link
Building a custom Web Tab to display an external web application
Displaying the location of an organization using a Google Map and a Visualforce page

What You Will Learn

  • 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.

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