coverpage
Salesforce CRM Admin Cookbook
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Support files eBooks discount offers and more
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Chapter 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
Chapter 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
Chapter 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
Chapter 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
Chapter 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
Chapter 6. Implementing Approval Processes
Introduction
Creating an e-mail template for use with approval assignments
Setting up a user to be associated with an approval process
Building an opportunity approval process for deals greater than USD 100 000
Chapter 7. Productivity Tools for Superusers and Advanced Administration
Introduction
Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field
Generating help pages for custom objects using Visualforce and a PDF document
Building a mass delete opportunity button using a custom list button
Chapter 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
Chapter 9. Integrating Salesforce CRM with External Online Tools
Introduction
Providing a Google News search for an account using a custom link
Building a custom Web Tab to display an external web application
Displaying the location of an organization using a Google Map and a Visualforce page
Index
更新时间：2021-07-27 18:04:27
完结共76章
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