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Salesforce CRM Admin Cookbook（Second Edition）
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Ifyouareasystemadministratorinterestedindevelopingandenhancingyourskillswithdatamanagement,processautomationandsecurityenhancementswithSalesforceCRM,thenthisbookisforyou.SomebasicunderstandingofSalesforceCRMandsystemadministrationknowledgewouldbeneeded.
目錄(188章)
倒序
- 封面
- 版權信息
- Credits
- About the Author
- Acknowledgements
- About the Reviewer
- www.PacktPub.com
- Why subscribe?
- Customer Feedback
- Preface
- What this book covers
- What you need for this book
- Who this book is for
- Sections
- Getting ready
- How to do it…
- How it works…
- There's more…
- See also
- Conventions
- Reader feedback
- Customer support
- Downloading the example code
- Downloading the color images of this book
- Errata
- Piracy
- Questions
- Making a Picture Paint a Thousand Words...
- Introduction
- Showing overdue Opportunity close dates with a Salesforce image and formula field
- How to do it...
- How it works...
- There's more...
- Displaying Case Priority flags with Salesforce images and a formula field
- How to do it...
- How it works...
- There's more...
- Presenting Account Revenue indicators using custom images and formula field
- Getting ready
- How to do it...
- How it works...
- There's more...
- Measuring account credit scores graphically using a Google image chart
- Getting ready
- How to do it...
- How it works...
- There's more...
- Building an account credit score graphically with code
- Getting ready
- How to do it...
- How it works...
- Salesforce CRM's Home Page is Where the Heart is...
- Introduction
- Building a custom Admin Home page in Lightning Experience
- How to do it...
- How it works...
- Cloning the standard Home page for a customized Lightning Experience
- Getting ready
- How to do it...
- How it works...
- Composing a system notification message on the Lightning Experience Home page
- How to do it...
- How it works...
- See also
- Providing a system support email link on a customized Home page
- How to do it...
- How it works...
- See also
- Creating a personal setup link on a customized Home page
- How to do it...
- How it works...
- See also
- Generating a filtered report link on a customized Home page
- Getting ready
- How to do it...
- How it works...
- See also
- Developing a Lightning component to display a custom logo on a customized Home page
- Getting ready
- How to do it...
- How it works...
- There's more...
- Automating Work with Salesforce CRM
- Introduction
- Deriving year and month values from an 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 reminder email using a 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...
- Improving Data Quality in Salesforce CRM
- Introduction
- Preventing 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...
- Blocking excluded countries with a custom country object and VLOOKUP validation rule
- Getting ready
- How to do it...
- How it works...
- Implementing Approval Processes
- Introduction
- Creating an email 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...
- There's more...
- Productivity Tools for Superusers and Advanced Administration
- Introduction
- Converting a 15-character Salesforce Opportunity ID to 18 characters using a formula field
- How to do it...
- How it works...
- Generating help pages using a Lightning component action and a PDF document
- Getting ready
- How to do it...
- How it works...
- Creating custom field history tracking for opportunities using Process Builder
- Getting ready
- How to do it...
- How it works...
- Extending Lightning Experience Record Pages
- Introduction
- Configuring a report chart and embedding it within an account record using Lightning App Builder
- Getting ready
- How to do it...
- How it works...
- Creating a pre-populated opportunity from an account record page using a Lightning Action
- How to do it...
- How it works...
- Generating a filtered opportunity report link on an account record detail page
- Getting ready
- How to do it...
- How it works...
- Developing a Lightning Component to highlight any prospective companies on an account page
- How to do it...
- How it works...
- There's more...
- Building a Search-First-Before-You-Create Lightning Component
- Introduction
- Developing an Apex Controller to search for accounts
- How to do it...
- How it works...
- There's more...
- Creating a Lightning Component for searching and creating accounts
- How to do it...
- How it works...
- There's more...
- Scripting a Lightning JavaScript Controller
- How to do it...
- How it works...
- There's more...
- Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class
- How to do it...
- How it works...
- There's more...
- Composing an Apex Test Class
- How to do it...
- How it works...
- There's more...
- Putting it all together and overriding the standard New Account button
- How to do it...
- How it works...
- There's more... 更新時間：2021-07-02 21:20:57
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