Salesforce CRM Admin Cookbook
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What this book covers

Chapter 1, Working with Home Page Components and Custom Links, covers recipes that enhance and extend the features and functionality associated with the Salesforce home page by using Home Page Components along with HTML, CSS, and JavaScript code.

Chapter 2, Advanced User Interface, includes advanced techniques and solutions that can be used to enhance and override the native Salesforce user interface and add graphical elements by using images, HTML, CSS, JavaScript, and Visualforce.

Chapter 3, Exposing Hacks and Hidden Features, introduces recipes that modify the behavior of standard functionality and elements of Salesforce CRM (such as extending the year range selection on the calendar pop-up control) using HTML and JavaScript.

Chapter 4, Automating Salesforce CRM, provides standard Salesforce mechanisms that automate the Salesforce CRM system and helps to deliver best practice data management using Salesforce workflow and formulas.

Chapter 5, Improving Data Quality in Salesforce CRM, covers recipes that provide record validation and improve data quality using advanced Salesforce CRM validation rule mechanisms.

Chapter 6, Implementing Approval Processes, uses step-by-step instructions to describe the configuration of a complete approval process using the standard Salesforce CRM approval mechanism.

Chapter 7, Productivity Tools for Superusers and Advanced Administration, offers techniques and solutions to improve admin productivity (for example, when mass-deleting records) by using custom buttons, formulas, and Visualforce.

Chapter 8, Configuring and Installing Salesforce for Outlook E-mail Integration, provides complete step-by-step instructions for the configuration and installation of Outlook e-mail integration with the Salesforce CRM application.

Chapter 9, Integrating Salesforce CRM with External Online Tools, contains advanced recipes that add data and functionality from external online systems that are served within Salesforce CRM using HTML, CSS, JavaScript, and Visualforce.