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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... FREE CHAPTER 2. Salesforce CRM's Home Page is Where the Heart is... 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Developing a Lightning Component to highlight any prospective companies on an account page

Organizations often have a requirement to identify prospective companies which are not currently a customer and this can be achieved in Salesforce CRM by storing the value Prospect as a type of account in the standard field called Type.

The Prospect Type field can be presented to users on the account record detail page for viewing and editing and whilst the field is shown on the page layout it is displayed amongst all the other fields associated for the account record and is not particularly highlighted.

Salesforce has a highlight section on the page layout which can be used to further show the type of account and other fields. However, this section cannot be modified to change the field style, it cannot include custom text, and has a limit on the number of fields that can be shown.

In this...

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