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Salesforce CRM Admin Cookbook.
This book is written in a Cookbook-style format and provides you with immediately useable recipes that extend the functionality of Salesforce CRM and solves real-world problems encountered within the Salesforce CRM application. The recipes in this Cookbook contain proven, step-by-step instructions a...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Pub.,
2013.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Table of Contents; Salesforce CRM Admin Cookbook; Salesforce CRM Admin Cookbook; Credits; About the Author; Acknowledgement; About the Reviewers; www.PacktPub.com; Support files, eBooks, discount offers, and more; Why subscribe?; Free access for Packt account holders; Instant updates on new Packt books; Preface; What this book covers; What you need for this book; Who this book is for; Conventions; Reader feedback; Customer support; Errata; Piracy; Questions; 1. Working with Home Page Components and Custom Links; Introduction.
- Creating a Personal Setup link using the standard Custom Links on the sidebarHow to do it ... ; How it works ... ; There's more ... ; See also; Using Custom Links to open Training in a new window from the sidebar; How to do it ... ; How it works ... ; See also; Creating a news-ticker message on the home page; How to do it ... ; How it works ... ; There's more ... ; Automatically collapsing Chatter feeds on the home page; How to do it ... ; There's more ... ; See also; Removing Chatter feeds on the home page; How to do it ... ; How it works ... ; There's more ... ; Adding a Send An Email button on the home page.
- How to do it ... How it works ... ; There's more ... ; Showing Opportunity Sales Stages descriptions on the home page; Getting ready; How to do it ... ; How it works ... ; There's more ... ; 2. Advanced User Interface; Introduction; Displaying Case Priority flags using a formula field and salesforce.com images; How to do it ... ; How it works ... ; Building an Account Revenue indicator using a formula field and custom images; Getting ready; How to do it ... ; How it works ... ; Creating a clutter-free Account tab using Visualforce; How to do it ... ; How it works ...
- Showing a tabbed Account Detail page using VisualforceHow to do it ... ; How it works ... ; Rendering an Account credit score graphically using JavaScript, CSS, and Visualforce; Getting ready; How to do it ... ; How it works ... ; Presenting an Account credit score graphically using a Google image chart; Getting ready; How to do it ... ; How it works ... ; There's more ... ; 3. Exposing Hacks and Hidden Features; Introduction; Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce; How to do it ... ; How it works ... ; There's more ... ; See also.
- Populating a historic year range from 1920 on calendar pop ups for all date fields in SalesforceHow to do it ... ; How it works ... ; There's more ... ; See also; Creating a custom Log A Call button from accounts with prepopulated fields; How to do it ... ; How it works ... ; There's more ... ; Presenting an integrated view of cases on the home page; How to do it ... ; How it works ... ; There's more ... ; Removing the ""discover what's new in this release"" button from the home page; How to do it ... ; How it works ... ; There's more ... ; See also; 4. Automating Salesforce CRM; Introduction.