Salesforce CRM Admin Cookbook

✍ Scribed by Paul Goodey

• Publisher: Packt Publishing
• Year: 2013
• Tongue: English
• Leaves: 266
• Category: Library

✦ Synopsis

Over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions

Overview

• Implement advanced user interface techniques to improve the look and feel of Salesforce CRM
• Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization
• Build real-world process automation, using the detailed recipes to harness the full power of Salesforce CRM
• Full of screenshots and comprehensive, step-by-step instructions to help deliver practical solutions for enhancing and extending Salesforce CRM

In Detail

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. It is a proven system which helps to manage large volumes of information across an organization and also improves communication between departments for exceptional customer service. The CRM application is available for the management of sales projections and orders, marketing plans, knowledge management, service and support, partner relationships, and data analytics. The application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book which focuses on the administrative aspect of Salesforce CRM.

"Salesforce CRM Admin Cookbook" enables you to instantly extend and unleash the power of Salesforce CRM. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features or are looking for ideas for advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes.

This book provides practical, step-by-step instructions that cover the use of hidden features, advanced user interface techniques, solutions for process automation, and data and systems integration in detail.

This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that cover data quality and automation, approval and workflow processing, solutions to increase productivity, and the integration of Salesforce CRM with external tools and applications, such as Google and Microsoft Outlook.

"Salesforce CRM Admin Cookbook" provides practical, step-by-step instructions to deliver enhanced functionality and extend the power of Salesforce CRM.

What you will learn from this book

• Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout
• Advanced user interface techniques to improve the look and feel of Salesforce CRM with the presentation of graphical elements
• Exposing hacks and hidden features to enhance and override native aspects of Salesforce CRM
• Automatic data capture and improving data quality in Salesforce CRM
• Implementing an approval process to control the way approvals are managed for records in Salesforce CRM
• Increasing productivity using tools and features to provide advanced administration
• Configuring and installing Salesforce for Microsoft Outlook email integration
• Integrating Salesforce CRM with external online tools to provide enhanced functionality and extend the power of Salesforce CRM

✦ Table of Contents

Cover......Page 1
Copyright......Page 3
Credits......Page 4
About the Author......Page 5
Acknowledgement......Page 6
About the Reviewers......Page 7
www.PacktPub.com......Page 9
Table of Contents......Page 10
Preface......Page 14
Introduction......Page 18
Creating a Personal Setup link using the standard Custom Links on the sidebar......Page 20
Using Custom Links to open Training in a new window from the sidebar......Page 24
Creating a news-ticker message on the Home Page......Page 29
Automatically collapsing Chatter feeds on the home page......Page 33
Removing Chatter feeds on the home page......Page 38
Adding a Send An Email button on the
Home Page......Page 42
Showing Opportunity Sales Stages descriptions on the home page......Page 47
Introduction......Page 56
Displaying Case Priority flags using a formula field and salesforce.com images......Page 57
Building an Account Revenue indicator using a formula field and custom images......Page 59
Creating a clutter-free Account tab using Visualforce......Page 67
Showing a tabbed Account Detail page using Visualforce......Page 70
and Visualforce......Page 75
Presenting an Account credit score graphically using a Google image chart......Page 79
Introduction......Page 88
Extending the year range to 2025
on calendar pop ups for all date
fields in Salesforce......Page 89
Populating a historic year range from 1920 on calendar pop ups for all date fields in Salesforce......Page 95
Creating a custom Log A Call button from accounts with prepopulated fields......Page 102
Presenting an integrated view of cases on the home page......Page 107
Removing the "discover what's new in this release" button from the home page......Page 112
Introduction......Page 118
Deriving year and month values from the opportunity close date using a formula......Page 119
Calculating the week number for the opportunity close date using a formula......Page 121
Creating an opportunity close date e-mail alert using workflow......Page 124
Setting a default opportunity name using a field update workflow......Page 135
Generating a default opportunity close date using a field update workflow......Page 142
Introduction......Page 150
validation rule......Page 151
Enforcing the use of two-letter account country codes using a validation rule......Page 153
Validating if US zip codes are well formed using a validation rule with REGEX......Page 156
Validating if UK postcodes are well formed using a validation rule with REGEX......Page 158
Creating a mandatory Reason Lost field for lost opportunities using a validation rule......Page 161
Introduction......Page 166
Creating an e-mail template for use with approval assignments......Page 167
Setting up a user to be associated with an approval process......Page 169
Building an opportunity approval process for deals greater than USD 100,000......Page 171
Introduction......Page 186
Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field......Page 187
Generating help pages for custom objects using Visualforce and a PDF document......Page 190
Building a mass delete opportunity button using a custom list button......Page 193
Introduction......Page 202
Enabling the Email to Salesforce feature in Salesforce CRM......Page 203
Obtaining system requirements information for Salesforce for Outlook......Page 207
Setting up Salesforce for Outlook configurations within Salesforce CRM......Page 209
Installing the Salesforce for Outlook software on a local machine......Page 217
Configuring the Salesforce for Outlook software on a local machine......Page 226
Introduction......Page 236
Providing a Google News search for an account using a custom link......Page 237
Building a custom Web Tab to display an external web application......Page 241
Displaying the location of an organization using a Google Map and a Visualforce page......Page 247
Index......Page 258