Packt+ | Advance your knowledge in tech

0

All Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

Salesforce CRM Admin Cookbook

You're reading from Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

Product type Paperback

Published in Dec 2017

Publisher

ISBN-13 9781788625517

Length 358 pages

Edition 2nd Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Paul Goodey

View More author details

Table of Contents (16) Chapters

Title Page

Credits

About the Author

Acknowledgements

About the Reviewer

www.PacktPub.com

Customer Feedback

Preface

1. Salesforce CRM's Home Page is Where the Heart is... FREE CHAPTER

2. Making a Picture Paint a Thousand Words...

3. Automating Work with Salesforce CRM

4. Improving Data Quality in Salesforce CRM

5. Implementing Approval Processes

6. Productivity Tools for Superusers and Advanced Administration

7. Extending Lightning Experience Record Pages

8. Building a Search-First-Before-You-Create Lightning Component

Chapter 6. Productivity Tools for Superusers and Advanced Administration

In this chapter, we will cover the following recipes:

Converting a 15-character Salesforce Opportunity ID to 18 characters, using a formula field
Generating help pages using a Lightning component, action, and a PDF document
Creating custom field history tracking for opportunities using Process Builder

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at £13.99/month. Cancel anytime

Authors (1)

Paul Goodey

Paul Goodey

Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.

See other products by Paul Goodey

Other recommended products

Related to this chapter

Salesforce Lightning Cookbook

Salesforce Lightning Cookbook

Built on the Salesforce App Cloud, the new Lightning Experience combines three major components— Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. This practical, recipe-based book will help you meet the challenges that Lightning throws at you head-on, and make the best use of the Lightning platform.

Aug 2018 4h 36m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM: The Definitive Admin Handbook is the complete guide to implementing Salesforce CRM. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. This book will show you how to get maximum benefit from this exciting product.

Apr 2019 26h 4m

Learning Salesforce Lightning Application Development

Learning Salesforce Lightning Application Development

Built on the Salesforce App Cloud, the new Salesforce Lightning Experience combines three major components: Lightning Design System, Lightning App Builder, and Lightning Components, to provide an enhanced user experience. This book will enable you to quickly create modern, enterprise apps with Lightning.

Jul 2018 15h 16m

Salesforce Lightning Reporting and Dashboards

Salesforce Lightning Reporting and Dashboards

Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. By the end of this book, readers will be able to build advanced level reports and dashboards using Lightning Experience.

Aug 2017 13h 24m

Hands-On Low-Code Application Development with Salesforce

Hands-On Low-Code Application Development with Salesforce

Hands-On Low-Code Application Development with Salesforce follows the “Clicks, not Code” mantra to develop business applications within the Salesforce environment. This book will help you increase your productivity by understanding the core concepts of metadata-driven development.

Oct 2020 20h 16m

Salesforce Process Builder Quick Start Guide

Salesforce Process Builder Quick Start Guide

Salesforce Management System is an information system used in CRM to automate business processes like sales and marketing. Process Builder is a visual tool created to automate business processes in Salesforce. It enables users with no coding expertise to build complex Salesforce workflows.

Jul 2018 5h 40m

Salesforce for Beginners

Salesforce for Beginners

Learn Salesforce is a fully equipped comprehensive guide that will help you understand how to manage Sales, Marketing, Customer relationships, and administrator operations in your organization. This book will explain how these departments can utilize the Salesforce CRM to maximize the efficiency to achieve your business goals.

May 2020 15h 44m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Learning Salesforce Visual Workflow and Process Builder

Learning Salesforce Visual Workflow and Process Builder

Salesforce Management System is an information system used in CRM to automate business processes such as sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications, also called Flows. Learning Salesforce Visual Workflow, Second Edition is a practical guide to Flows that will enable you to develop custom applications in Salesforce with minimal code usage.

May 2017 14h 56m

Salesforce Advanced Administrator Certification Guide

Salesforce Advanced Administrator Certification Guide

Salesforce Advanced Administrator Certification Guide is a complete resource that will help you gain the knowledge and master the skills required to earn the advanced administrator credentials. With plenty of questions and answers along with best practices, you will learn all the concepts asked in exams specially designed with this guide.

Nov 2019 22h 24m

Force.com Enterprise Architecture

Force.com Enterprise Architecture

Companies of all sizes have seen the need for Force.com's architectural strategy focused on enabling their business objectives. Successful enterprise applications require planning, commitment, and investment in the best tools, processes, and features available. This book will get you building your own ready-to-install packaged application.

Mar 2017 16h 48m

Personalised recommendations for you

Based on your interests and search pattern

LLVM Code Generation

LLVM Code Generation

LLVM is a key technology for building modern compilers. You'll learn how to use its infrastructure to create and extend backends (X86 and AArch64), and contribute to the LLVM open-source project, equipping you with key skills in compiler design.

May 2025 20h 40m

Domain-Driven Refactoring

Domain-Driven Refactoring

This book is your exhaustive guide to applying DDD practices for building robust applications. You'll learn key patterns, refine business logic, and solve real-world problems with DDD principles, refactoring, and event-driven architectures.

May 2025 10h 48m

The Power Platform Playbook for Digital Transformation

The Power Platform Playbook for Digital Transformation

Transform your business with Power Apps, Power Automate, Power BI, and Copilot Studio. This guide covers automation, AI insights, governance, and security, helping leaders, IT pros, and analysts build scalable, low-code enterprise solutions.

Apr 2025 11h 44m

Microservices with Go

Microservices with Go

The book covers Go microservice development, covering the basics for beginners and best practices for structuring Go apps. Novice as well seasoned developers will gain insights into managing and scaling microservices.

Jun 2025 14h 16m