- 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
Author
Paul Goodey
Reviewers
Keir Bowden
Veturi JV Subramanyeswari
Acquisition Editor
Pramila Balan
Lead Technical Editor
Azharuddin Sheikh
Technical Editors
Vrinda Amberkar
Jalasha D'costa
Project Coordinator
Leena Purkait
Proofreaders
Stephen Silk
Bernadette Watkins
Indexer
Monica Ajmera Mehta
Production Coordinators
Aparna Bhagat
Arvindkumar Gupta
Cover Work
Aparna Bhagat
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