In this chapter, we will look at some useful ways in which to increase productivity for administrators and advanced users (or superusers) within Salesforce CRM. There are aspects of routine Salesforce functionality and maintenance that often require manual effort such as linking Salesforce records to external systems, presenting help pages, and deleting multiple records, recipes for which will be covered.

Productivity tools for administration include the mechanism to export records from Salesforce and be able to link those records using tools such as Microsoft Excel. Here, we look at a mechanism to ensure that the IDs in Salesforce can be handled correctly within these types of external system.

We will also look at a way to build help pages within Salesforce to display context-specific help information that increases users' productivity and frees administrators to concentrate on their tasks in hand.

Finally, we will build a routine that extends the Salesforce platform by providing a way to delete multiple opportunity records by selecting the appropriate records from the related accounts page.