Learn when, where, why, and how you should be using formulas in Salesforce.
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Learn when, where, why, and how you should be using formulas in Salesforce.
Learn when, where, why, and how you should be using formulas in Salesforce.
Formulas are an essential thing to learn to be the best Admin, Business Analyst, Developer, or Consultant in a Salesforce org. After this course you'll be a more knowledgeable and useful member of your team. Improve your hireability and salary with improved Salesforce skills.
We'll cover the most common formula operators and functions, and go through many practical examples that you can implement in your org straight away. You'll learn how to systematically build your formulas to be more and more powerful without confusing yourself. I also share my favourite extension to make formula writing more user friendly.
The course is designed in a logical order where you'll keep building upon new knowledge. Starting with the very basics we'll learn about where they are used, the different elements that they contain, and the different data types outputs.
After that, it’s time to get your hands dirty and start building. Your first formulas will only be one line long. At the end of the course you’ll be building 10+ line formulas and understand every part of it.
We’ll cover every type of operator, the most common functions (logical, Date and Time, Math, Text, Advanced), and finish by using formulas inside of reports to produce powerful business insights.
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What's inside
Learning objectives
- Create robust validation rules to ensure data integrity
- Create cross-object field formulas to see information on the record you want
- Create row-level formulas to make reports more powerful
- Create flow entry conditions to only run the flows when you want
- Understand the different types of formula operators and syntax
- Create robust validation rules to ensure data integrity
- Create cross-object field formulas to see information on the record you want
- Create row-level formulas to make reports more powerful
- Create flow entry conditions to only run the flows when you want
- Understand the different types of formula operators and syntax
Syllabus
Introduction
Welcome to the course!
https://developer.salesforce.com/signup
What is a formula
Read more
Syllabus
Welcome to the course!
https://developer.salesforce.com/signup
NOTE: small error in my formula. I should be using >=, not =.
Thanks to Yusuf for pointing this out.
Using a validation rule to limit the number of values a user can select in a multi-select picklist field.
Formula could also be used to generate something like a lead score.
$User.Id = CreatedById
Admin LifeHack: Using Checkboxes to test Validation Rule Formula Logic
Some Formula Functions that work in Validation Rule Formulas are not available in Formula fields (so you can’t use this trick to test every Validation Rule Formula.
ISNEW
ISCHANGED
PRIORVALUE
VLOOKUP
REGEX
AND(
ISCHANGED(StageName),
TEXT(StageName) <> "Closed Lost",
CASE( StageName ,
"Qualification", 1 ,
"Needs Analysis", 2 ,
"Value Proposition", 3 ,
"Id. Decision Makers", 4,
"Perception Analysis", 5,
"Proposal/Price Quote" , 6 ,
"Negotiation/Review", 7 ,
"Closed Won", 8 ,
"Closed Lost", 8 ,
0 )
<>
CASE(PRIORVALUE( StageName ),
"Qualification", 1 ,
"Needs Analysis", 2 ,
"Value Proposition", 3 ,
"Id. Decision Makers", 4,
"Perception Analysis", 5,
"Proposal/Price Quote" , 6 ,
"Negotiation/Review", 7 ,
"Closed Won", 8 ,
"Closed Lost", 8 ,
0 )
+ 1
)
ROAN BEAR, MAYA PETERSON present
Formulas Rule! Master Complex Assignment Rules With Formulas
Complex assignment rules are difficult to read and manage, and are prone to errors. Advanced admins use formulas to better manage and optimize assignment rules. Learn best practices for assignment formulas including using the ISNEW() function, rule entry formulas, and when it's better to reference formulas from related objects.
CHRIS DUNCOMBE, CHRIS RUSTICI present
Getting Started With Formulas
Have formulas always been something that seem so interesting but you think "that looks too much like code, maybe it's too complicated for me." Join us as we break down formula fields and get you started using some simple functions for creating some great and useful formula fields.
GEOFFREY FLYNN, STEVE MOLIS present
8 Reporting Formulas Users Don't Know To Ask For
Join us to learn how to build formulas that have no place on the page layout but will make you a reporting superstar. These formulas are a gateway to giving users the reports they really want and need yet they just didn't think were possible. On a record detail page these formulas would be a waste of space but watch them transform the reporting capabilities instantly. You'll leave with all new ways to get reports and dashboards showing the data that people have been asking for in Salesforce Classic and Lightning.
STEVE MOLIS presents
How To: Become A Reporting Guru With Formulas For Dashboards And Reports
In this live demo, you'll learn quick and easy formulas for using reports and dashboards like a pro. Tackle common challenges like summarizing Opportunity statuses and calculating the percentage of the month that has passed. Become a reporting guru!
https://developer.salesforce.com/docs/atlas.en-us.220.0.salesforce_formulas_cheatsheet.meta/salesforce_formulas_cheatsheet/formula_cheatsheet.htm
https://help.salesforce.com/s/articleView?id=sf.useful_advanced_formulas.htm&type=5
FAQs and answers by Salesforce MVP Eric Praud
Good to know
Save this course
Save
Activities
Review basic Salesforce concepts
Show steps
Brush up on fundamental Salesforce concepts to strengthen your understanding before diving into the course material.
Browse courses on
CRM
Show steps
-
Revisit key Salesforce concepts such as objects, fields, and relationships.
-
Review different Salesforce editions and their features.
-
Explore the Salesforce user interface and navigation.
Build simple formulas in a sandbox
Show steps
Reinforce your understanding of Salesforce formulas by practicing in a safe environment.
Show steps
-
Create a sandbox environment for testing.
-
Build formulas to calculate simple values, such as discounts or totals.
-
Create validation rules using formulas to enforce data quality.
-
Experiment with different formula functions and operators.
Attend a peer discussion session on Salesforce formulas
Show steps
Engage with peers to share knowledge, ask questions, and discuss different approaches to using Salesforce formulas.
Browse courses on
Collaboration
Show steps
-
Join an online or in-person peer discussion session.
-
Share your understanding of formulas and learn from others.
-
Collaborate on solving formula-related challenges.
Two other activities
Expand to see all activities and additional details
Show all five activities
Assist non-profits with Salesforce formula implementation
Show steps
Contribute your Salesforce formula skills to help non-profit organizations improve their operations and impact.
Browse courses on
Volunteering
Show steps
-
Identify non-profit organizations that need assistance with Salesforce.
-
Assess their Salesforce configuration and identify areas where formulas can improve efficiency.
-
Implement formulas to automate tasks, provide insights, or enhance data quality.
-
Provide training and support to ensure ongoing success.
Build a Salesforce app that utilizes formulas
Show steps
Apply your Salesforce formula skills by building a functional app that solves a real-world business problem.
Show steps
-
Identify a business need or problem that can be addressed with formulas.
-
Design the app's architecture and data model.
-
Implement formulas to automate calculations, validations, and other business logic.
-
Test and deploy the app.
Review basic Salesforce concepts
Show steps
Brush up on fundamental Salesforce concepts to strengthen your understanding before diving into the course material.
Browse courses on
CRM
Show steps
- Revisit key Salesforce concepts such as objects, fields, and relationships.
- Review different Salesforce editions and their features.
- Explore the Salesforce user interface and navigation.
Build simple formulas in a sandbox
Show steps
Reinforce your understanding of Salesforce formulas by practicing in a safe environment.
Show steps
- Create a sandbox environment for testing.
- Build formulas to calculate simple values, such as discounts or totals.
- Create validation rules using formulas to enforce data quality.
- Experiment with different formula functions and operators.
Attend a peer discussion session on Salesforce formulas
Show steps
Engage with peers to share knowledge, ask questions, and discuss different approaches to using Salesforce formulas.
Browse courses on
Collaboration
Show steps
- Join an online or in-person peer discussion session.
- Share your understanding of formulas and learn from others.
- Collaborate on solving formula-related challenges.
Assist non-profits with Salesforce formula implementation
Show steps
Contribute your Salesforce formula skills to help non-profit organizations improve their operations and impact.
Browse courses on
Volunteering
Show steps
- Identify non-profit organizations that need assistance with Salesforce.
- Assess their Salesforce configuration and identify areas where formulas can improve efficiency.
- Implement formulas to automate tasks, provide insights, or enhance data quality.
- Provide training and support to ensure ongoing success.
Build a Salesforce app that utilizes formulas
Show steps
Apply your Salesforce formula skills by building a functional app that solves a real-world business problem.
Show steps
- Identify a business need or problem that can be addressed with formulas.
- Design the app's architecture and data model.
- Implement formulas to automate calculations, validations, and other business logic.
- Test and deploy the app.
Career center
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Salesforce Developer
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Data Analyst
Data Scientist
Statistician
Product Manager
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Quality Assurance Analyst
Financial Analyst
Operations Research Analyst
Software Engineer
Project Manager
Marketing Analyst
Risk Analyst
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