Salesforce CRM users spend much of their time working with data by creating, modifying, and viewing records in the Salesforce platform; so, it is important to provide facilities that improve user satisfaction and adoption of the system.

While the native Salesforce platform is one of the easiest and most user-friendly systems for managing data, any extended functionality that can help to reduce the burden for record management should be considered.

In this chapter, we provide recipes that extend the functionality for record management associated with account record Home pages and enable you to embed charts, pre-populate opportunity information, add a dynamic link to an opportunity report, and display record highlights within an account record.