Salesforce CRM Admin Cookbook [electronic resource].

ISBN:

9781849684255

9781849684248

Title:

Salesforce CRM Admin Cookbook [electronic resource].

Author:

Goodey, Paul.

Personal Author:

Goodey, Paul.

Publication Information:

Birmingham : Packt Pub., 2013.

Physical Description:

1 online resource (496 pages)

General Note:

Deriving year and month values from the opportunity close date using a formula.

Contents:

Table of Contents; Salesforce CRM Admin Cookbook; Salesforce CRM Admin Cookbook; Credits; About the Author; Acknowledgement; About the Reviewers; www.PacktPub.com; Support files, eBooks, discount offers, and more; Why subscribe?; Free access for Packt account holders; Instant updates on new Packt books; Preface; What this book covers; What you need for this book; Who this book is for; Conventions; Reader feedback; Customer support; Errata; Piracy; Questions; 1. Working with Home Page Components and Custom Links; Introduction.

Creating a Personal Setup link using the standard Custom Links on the sidebarHow to do it ... ; How it works ... ; There's more ... ; See also; Using Custom Links to open Training in a new window from the sidebar; How to do it ... ; How it works ... ; See also; Creating a news-ticker message on the home page; How to do it ... ; How it works ... ; There's more ... ; Automatically collapsing Chatter feeds on the home page; How to do it ... ; There's more ... ; See also; Removing Chatter feeds on the home page; How to do it ... ; How it works ... ; There's more ... ; Adding a Send An Email button on the home page.

How to do it ... How it works ... ; There's more ... ; Showing Opportunity Sales Stages descriptions on the home page; Getting ready; How to do it ... ; How it works ... ; There's more ... ; 2. Advanced User Interface; Introduction; Displaying Case Priority flags using a formula field and salesforce.com images; How to do it ... ; How it works ... ; Building an Account Revenue indicator using a formula field and custom images; Getting ready; How to do it ... ; How it works ... ; Creating a clutter-free Account tab using Visualforce; How to do it ... ; How it works ...

Showing a tabbed Account Detail page using VisualforceHow to do it ... ; How it works ... ; Rendering an Account credit score graphically using JavaScript, CSS, and Visualforce; Getting ready; How to do it ... ; How it works ... ; Presenting an Account credit score graphically using a Google image chart; Getting ready; How to do it ... ; How it works ... ; There's more ... ; 3. Exposing Hacks and Hidden Features; Introduction; Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce; How to do it ... ; How it works ... ; There's more ... ; See also.

Populating a historic year range from 1920 on calendar pop ups for all date fields in SalesforceHow to do it ... ; How it works ... ; There's more ... ; See also; Creating a custom Log A Call button from accounts with prepopulated fields; How to do it ... ; How it works ... ; There's more ... ; Presenting an integrated view of cases on the home page; How to do it ... ; How it works ... ; There's more ... ; Removing the ""discover what's new in this release"" button from the home page; How to do it ... ; How it works ... ; There's more ... ; See also; 4. Automating Salesforce CRM; Introduction.

Local Note:

eBooks on EBSCOhost

Subject Term:

Salesforce (Online service)

Marketing -- Management -- Data processing.

Customer relations -- Management -- Data processing.

Sales management -- Data processing.

Format:

Electronic Resources

Electronic Access:

Click here to view

Publication Date:

2013

Publication Information:

Birmingham : Packt Pub., 2013.

Available:*

Shelf Number	Material Type	Copy	Shelf Location	Status
005.72	1:E-BOOK	1	1:ONLINE	Searching... Unknown

Bound With These Titles

On Order

Summary

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. 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.