Salesforce CRM Admin Cookbook电子书

Salesforce CRM Admin Cookbook

Table of Contents

Salesforce CRM Admin Cookbook

Credits

About the Author

Acknowledgement

About the Reviewers

www.PacktPub.com

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Why subscribe?

Free access for Packt account holders

Instant updates on new Packt books

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Working with Home Page Components and Custom Links

Introduction

Creating a Personal Setup link using the standard Custom Links on the sidebar

How to do it...

How it works...

There's more...

See also

Using Custom Links to open Training in a new window from the sidebar

How to do it...

How it works...

See also

Creating a news-ticker message on the home page

How to do it...

How it works...

There's more...

Automatically collapsing Chatter feeds on the home page

How to do it...

There's more...

See also

Removing Chatter feeds on the home page

How to do it...

How it works...

There's more...

Adding a Send An Email button on the home page

How to do it...

How it works...

There's more...

Showing Opportunity Sales Stages descriptions on the home page

Getting ready

How to do it...

How it works...

There's more...

2. Advanced User Interface

Introduction

Displaying Case Priority flags using a formula field and salesforce.com images

How to do it...

How it works...

Building an Account Revenue indicator using a formula field and custom images

Getting ready

How to do it...

How it works...

Creating a clutter-free Account tab using Visualforce

How to do it...

How it works...

Showing a tabbed Account Detail page using Visualforce

How to do it...

How it works...

Rendering an Account credit score graphically using JavaScript, CSS, and Visualforce

Getting ready

How to do it...

How it works...

Presenting an Account credit score graphically using a Google image chart

Getting ready

How to do it...

How it works...

There's more...

3. Exposing Hacks and Hidden Features

Introduction

Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce

How to do it...

How it works...

There's more...

See also

Populating a historic year range from 1920 on calendar pop ups for all date fields in Salesforce

How to do it...

How it works...

There's more...

See also

Creating a custom Log A Call button from accounts with prepopulated fields

How to do it...

How it works...

There's more...

Presenting an integrated view of cases on the home page

How to do it...

How it works...

There's more...

Removing the "discover what's new in this release" button from the home page

How to do it...

How it works...

There's more...

See also

4. Automating Salesforce CRM

Introduction

Deriving year and month values from the 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 e-mail alert using 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...

5. Improving Data Quality in Salesforce CRM

Introduction

Stopping 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...

6. Implementing Approval Processes

Introduction

Creating an e-mail 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...

7. Productivity Tools for Superusers and Advanced Administration

Introduction

Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field

How to do it...

How it works...

Generating help pages for custom objects using Visualforce and a PDF document

Getting ready

How to do it...

How it works...

Building a mass delete opportunity button using a custom list button

How to do it...

How it works...

There's more...

8. Configuring and Installing Salesforce for Outlook E-mail Integration

Introduction

Enabling the Email to Salesforce feature in Salesforce CRM

How to do it...

There's more...

Obtaining system requirements information for Salesforce for Outlook

How to do it...

Setting up Salesforce for Outlook configurations within Salesforce CRM

How to do it...

Installing the Salesforce for Outlook software on a local machine

Getting ready

How to do it...

Configuring the Salesforce for Outlook software on a local machine

How to do it...

How it works...

There's more...

9. Integrating Salesforce CRM with External Online Tools

Introduction

Providing a Google News search for an account using a custom link

How to do it...

How it works...

Building a custom Web Tab to display an external web application

How to do it...

How it works...

Displaying the location of an organization using a Google Map and a Visualforce page

How to do it...

How it works...

Index