Salesforce CRM admin cookbook: over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions
Saved in:
| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Birmingham [u.a.]
Packt Publ.
2013
|
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Item Description: | Includes index |
| Physical Description: | iii, 249 p. Ill. |
| ISBN: | 9781849684248 9781849684255 |
Staff View
MARC
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| 650 | 4 | |a Salesforce (Online service) | |
| 650 | 4 | |a Marketing / Management / Data processing | |
| 650 | 4 | |a Customer relations / Management / Data processing | |
| 650 | 4 | |a Sales management / Data processing | |
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Record in the Search Index
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|---|---|
| adam_text | Table
of Contents
Preface
Chapter
1:
Working with Home Page Components and Custom Links
______5
Introduction
5
Creating a Personal Setup link using the standard Custom Links
on the sidebar
7
Using Custom Links to open Training in a new window from the sidebar
11
Creating a news-ticker message on the home page
16
Automatically collapsing Chatter feeds on the home page
20
Removing Chatter feeds on the home page
25
Adding a Send An Email button on the home page
29
Showing Opportunity Sales Stages descriptions on the home page
34
Chapter
2:
Advanced User Interface
__________________________________43
Introduction
43
Displaying Case Priority flags using a formula field and
sa
lesforce.com images
44
Building an Account Revenue indicator using a formula field
and custom images
46
Creating a clutter-free Account tab using
Visualforce 54
Showing a tabbed Account Detail page using
Visualforce 57
Rendering an Account credit score graphically using JavaScript, CSS,
62
and
Visualforce 62
Presenting an Account credit score graphically using a
Google image chart
66
Chapter
3:
Exposing Hacks and Hidden Features
_______________________
Z5
Introduction
75
Extending the year range to
2025
on calendar pop
ups
for
all date fields in Salesforce
76
Table
of Contents
Populating a historic year range from
1920
on calendar pop
ups
for all date fields in Salesforce
82
Creating a custom Log A Call button from accounts with
prepopuiated fields
89
Presenting an integrated view of cases on the home page
94
Removing the discover what s new in this release button from
the home page
99
Chapter
4:
Automating Salesforce CRM
_____________________________
1Q5
Introduction
105
Deriving year and month values from the opportunity close date
using a formula
106
Calculating the week number for the opportunity close date
using a formula
108
Creating an opportunity close date e-mail alert using workflow 111
Setting a default opportunity name using a field update workflow
122
Generating a default opportunity close date using a field
update workflow
129
Chapter
5:
improving Data Quality in Satesforce CRM
_________________137
Introduction
137
Stopping non-system administrators from changing account names
with a validation rule
138
Enforcing the use of two-letter account country codes using
a validation rule
140
Validating if US zip codes are well formed using a validation
rule with REGEX
143
Validating if UK postcodes are well formed using a validation
rule with REGEX
145
Creating a mandatory Reason Lost field for lost opportunities
using a validation rule
148
Chapter
6:
Implementing Approval Processes
________________________153
Introduction
153
Creating an e-mail template for use with approval assignments
154
Setting up a user to be associated with an approval process
156
Building an opportunity approval process for deals greater
than USD
100,000 158
-
Table
of Contents
Chapter
7:
Productivity Tools for
Superusers
and
Advanced Administration
_____________________________________ 173
Introduction
173
Converting a 15-digit Salesforce opportunity ID to
18
digits
using a formula field
174
Generating help pages for custom objects using
Visualforce
and
a PDF document
177
Building a mass delete opportunity button using a custom list button
180
Chapter
8:
Configuring and Installing Salesforce for
Outlook E-mail Integration
_________________________________________189
Introduction
189
Enabling the Email to Salesforce feature In Salesforce CRM
190
Obtaining system requirements information for Salesforce for Outlook
194
Setting up Salesforce for Outlook configurations within Salesforce CRM
196
Installing the Salesforce for Outlook software on a local machine
204
Configuring the Salesforce for Outlook software on a local machine
213
Chapter
9:
Integrating Salesforce CRM with External Online Tools
223
Introduction
223
Providing a Google News search for an account using a custom link
224
Building a custom Web Tab to display an external web application
228
Displaying the location of an organization using a Google Map and
a
Visualforce
page
234
Index
___________________________________________________________245
|
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| spelling | Goodey, Paul Verfasser aut Salesforce CRM admin cookbook over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions Paul Goodey Birmingham [u.a.] Packt Publ. 2013 iii, 249 p. Ill. txt rdacontent n rdamedia nc rdacarrier Includes index Datenverarbeitung Salesforce (Online service) Marketing / Management / Data processing Customer relations / Management / Data processing Sales management / Data processing Salesforce.com (DE-588)7565027-7 gnd rswk-swf Salesforce.com (DE-588)7565027-7 s DE-604 Digitalisierung UB Bayreuth application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=026084594&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Goodey, Paul Salesforce CRM admin cookbook over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions Datenverarbeitung Salesforce (Online service) Marketing / Management / Data processing Customer relations / Management / Data processing Sales management / Data processing Salesforce.com (DE-588)7565027-7 gnd |
| subject_GND | (DE-588)7565027-7 |
| title | Salesforce CRM admin cookbook over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions |
| title_auth | Salesforce CRM admin cookbook over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions |
| title_exact_search | Salesforce CRM admin cookbook over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions |
| title_full | Salesforce CRM admin cookbook over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions Paul Goodey |
| title_fullStr | Salesforce CRM admin cookbook over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions Paul Goodey |
| title_full_unstemmed | Salesforce CRM admin cookbook over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions Paul Goodey |
| title_short | Salesforce CRM admin cookbook |
| title_sort | salesforce crm admin cookbook over 40 recipes to make effective use of salesforce crm with the use of hidden features advanced user interface techniques and real world solutions |
| title_sub | over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions |
| topic | Datenverarbeitung Salesforce (Online service) Marketing / Management / Data processing Customer relations / Management / Data processing Sales management / Data processing Salesforce.com (DE-588)7565027-7 gnd |
| topic_facet | Datenverarbeitung Salesforce (Online service) Marketing / Management / Data processing Customer relations / Management / Data processing Sales management / Data processing Salesforce.com |
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