- Salesforce CRM Admin Cookbook
- Table of Contents
- Salesforce CRM Admin Cookbook
- Credits
- About the Author
- Acknowledgement
- About the Reviewers
- www.PacktPub.com
- Preface
- 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
- 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
- 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
- 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
- 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
- 6. Implementing Approval Processes
- 7. Productivity Tools for Superusers and Advanced Administration
- 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
- 9. Integrating Salesforce CRM with External Online Tools
- Index
The pre-requisite for this book is a computer with an Internet connection with one of the following supported browsers: Microsoft Internet Explorer, Mozilla Firefox, Google Chrome or Apple Safari. You need either an Enterprise, Unlimited, or a Developer edition of Salesforce CRM along with System Administrator permission.
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