Salesforce CRM Admin Cookbook

Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions.

Key Features

• Implement advanced user interface techniques to improve the look and feel of Salesforce CRM.
• Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization.
• Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM.

Book Description

What you will learn

• Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout
• Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques
• Improving the data quality in Salesforce CRM and automatic data capture
• Implement an approval process to control the way approvals are managed for records in Salesforce CRM
• Increase productivity using tools and features to provide advanced administration
• Extend Lightning Experience Record Pages to tailor user interaction experience
• Create Lightning component to implement Search before Create for customer/person accounts

Who this book is for

If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed.