When system administrators navigate to the Salesforce CRM Home page, they are presented with a custom Home page, as shown in the following screenshot:
- Preface
- Salesforce CRM's Home Page is Where the Heart is...
- Introduction
- Building a custom Admin Home page in Lightning Experience
- Cloning the standard Home page for a customized Lightning Experience
- Composing a system notification message on the Lightning Experience Home page
- Providing a system support email link on a customized Home page
- Creating a personal setup link on a customized Home page
- Generating a filtered report link on a customized Home page
- Developing a Lightning component to display a custom logo on a customized Home page
- Making a Picture Paint a Thousand Words...
- Introduction
- Showing overdue Opportunity close dates with a Salesforce image and formula field
- Displaying Case Priority flags with Salesforce images and a formula field
- Presenting Account Revenue indicators using custom images and formula field
- Measuring account credit scores graphically using a Google image chart
- Building an account credit score graphically with code
- Automating Work with Salesforce CRM
- Introduction
- Deriving year and month values from an Opportunity close date using a formula
- Calculating the week number for the Opportunity close date using a formula
- Creating an Opportunity close date reminder email using a workflow
- Setting a default Opportunity name using a field update workflow
- Generating a default Opportunity close date using a field update workflow
- Improving Data Quality in Salesforce CRM
- Introduction
- Preventing non-system administrators from changing account names with a validation rule
- Enforcing the use of two-letter account country codes using a validation rule
- Validating if US zip codes are well-formed using a validation rule with REGEX
- Validating if UK postcodes are well-formed using a validation rule with REGEX
- Creating a mandatory Reason Lost field for lost opportunities using a validation rule
- Blocking excluded countries with a custom country object and VLOOKUP validation rule
- Implementing Approval Processes
- Productivity Tools for Superusers and Advanced Administration
- Extending Lightning Experience Record Pages
- Introduction
- Configuring a report chart and embedding it within an account record using Lightning App Builder
- Creating a pre-populated opportunity from an account record page using a Lightning Action
- Generating a filtered opportunity report link on an account record detail page
- Developing a Lightning Component to highlight any prospective companies on an account page
- Building a Search-First-Before-You-Create Lightning Component
- Introduction
- Developing an Apex Controller to search for accounts
- Creating a Lightning Component for searching and creating accounts
- Scripting a Lightning JavaScript Controller
- Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class
- Composing an Apex Test Class
- Putting it all together and overriding the standard New Account button
How it works...
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