Salesforce CRM Admin Cookbook（Second Edition）
Paul Goodey更新时间：2021-07-02 21:20:57
最新章节：There's more...封面
版权信息
Credits
About the Author
Acknowledgements
About the Reviewer
www.PacktPub.com
Why subscribe?
Customer Feedback
Preface
What this book covers
What you need for this book
Who this book is for
Sections
Getting ready
How to do it…
How it works…
There's more…
See also
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
Making a Picture Paint a Thousand Words...
Introduction
Showing overdue Opportunity close dates with a Salesforce image and formula field
How to do it...
How it works...
There's more...
Displaying Case Priority flags with Salesforce images and a formula field
How to do it...
How it works...
There's more...
Presenting Account Revenue indicators using custom images and formula field
Getting ready
How to do it...
How it works...
There's more...
Measuring account credit scores graphically using a Google image chart
Getting ready
How to do it...
How it works...
There's more...
Building an account credit score graphically with code
Getting ready
How to do it...
How it works...
Salesforce CRM's Home Page is Where the Heart is...
Introduction
Building a custom Admin Home page in Lightning Experience
How to do it...
How it works...
Cloning the standard Home page for a customized Lightning Experience
Getting ready
How to do it...
How it works...
Composing a system notification message on the Lightning Experience Home page
How to do it...
How it works...
See also
Providing a system support email link on a customized Home page
How to do it...
How it works...
See also
Creating a personal setup link on a customized Home page
How to do it...
How it works...
See also
Generating a filtered report link on a customized Home page
Getting ready
How to do it...
How it works...
See also
Developing a Lightning component to display a custom logo on a customized Home page
Getting ready
How to do it...
How it works...
There's more...
Automating Work with Salesforce CRM
Introduction
Deriving year and month values from an Opportunity close date using a formula
How to do it...
How it works...
Calculating the week number for the Opportunity close date using a formula
How to do it...
How it works...
Creating an Opportunity close date reminder email using a workflow
Getting ready
How to do it...
How it works...
Setting a default Opportunity name using a field update workflow
How to do it...
How it works...
Generating a default Opportunity close date using a field update workflow
How to do it...
How it works...
Improving Data Quality in Salesforce CRM
Introduction
Preventing non-system administrators from changing account names with a validation rule
How to do it...
How it works...
Enforcing the use of two-letter account country codes using a validation rule
How to do it...
How it works...
Validating if US zip codes are well-formed using a validation rule with REGEX
How to do it...
How it works...
Validating if UK postcodes are well-formed using a validation rule with REGEX
How to do it...
How it works...
Creating a mandatory Reason Lost field for lost opportunities using a validation rule
Getting ready
How to do it...
How it works...
Blocking excluded countries with a custom country object and VLOOKUP validation rule
Getting ready
How to do it...
How it works...
Implementing Approval Processes
Introduction
Creating an email template for use with approval assignments
How to do it...
Setting up a user to be associated with an approval process
How to do it...
Building an opportunity approval process for deals greater than USD 100 000
How to do it...
How it works...
There's more...
Productivity Tools for Superusers and Advanced Administration
Introduction
Converting a 15-character Salesforce Opportunity ID to 18 characters using a formula field
How to do it...
How it works...
Generating help pages using a Lightning component action and a PDF document
Getting ready
How to do it...
How it works...
Creating custom field history tracking for opportunities using Process Builder
Getting ready
How to do it...
How it works...
Extending Lightning Experience Record Pages
Introduction
Configuring a report chart and embedding it within an account record using Lightning App Builder
Getting ready
How to do it...
How it works...
Creating a pre-populated opportunity from an account record page using a Lightning Action
How to do it...
How it works...
Generating a filtered opportunity report link on an account record detail page
Getting ready
How to do it...
How it works...
Developing a Lightning Component to highlight any prospective companies on an account page
How to do it...
How it works...
There's more...
Building a Search-First-Before-You-Create Lightning Component
Introduction
Developing an Apex Controller to search for accounts
How to do it...
How it works...
There's more...
Creating a Lightning Component for searching and creating accounts
How to do it...
How it works...
There's more...
Scripting a Lightning JavaScript Controller
How to do it...
How it works...
There's more...
Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class
How to do it...
How it works...
There's more...
Composing an Apex Test Class
How to do it...
How it works...
There's more...
Putting it all together and overriding the standard New Account button
How to do it...
How it works...
There's more...
更新时间：2021-07-02 21:20:57