DF2UFL 2012: Reporting & Dashboards with Formula Success Tools

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DF2UFL 2012

Afternoon Session: Reporting & Dashboards with Formula Success Tools

Presented by: Guest Speaker, Salesforce.com MVP Steve Molis

Published in: Technology, Business
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DF2UFL 2012: Reporting & Dashboards with Formula Success Tools

  1. 1. Reporting & Dashboardswith Formula Success Tools Becoming a Formula Ninja
  2. 2. Steve MolisSalesforce.com MVP
  3. 3. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward- looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended April 30, 2011. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  4. 4. Reporting & Dashboard Formulas Using $User.Id to create dynamic List Views, Reports and Dashboards Creating an Opportunity Status Field for “Quick & Easy” Reports, Dashboards, and List Views. Using Record Types to create custom Sales vs. Quota Reports and Dashboards
  5. 5. Created by Current User Using $User.Id to create dynamic List Views, Reports and Dashboards Create an Opportunity Status Field for “Quick & Easy” Reports, Dashboards, and List Views. Use Record Types to create custom Sales vs. Quota Reports and Dashboards Adding image formulas to your tired old Reports and List Views
  6. 6. Created by Current User Business Requirement • Dynamically show in a list view, all activities that were created by the user logged in, not just activities that were owned by them • Users can easily see activities that are owned by them with the ‘My Activities’ list view Solution • Evaluate the CreatedById field and compare it to the current User.Id to return a simple True/False result. Fields Referenced • CreatedById • $User.Id Function Used • IF(logical_test, value_if_true, value_if_false)
  7. 7. Created by Current User Business Requirement • Dynamically show in a list view, all activities that were created by the user logged in, not just activities that were owned by them • Users can easily see activities that are owned by them with the ‘My Activities’ list view Solution • Evaluate the CreatedBy User.Id field and compare it to the current User.Id to return a simple True/False result. Fields Referenced • CreatedById • $User.Id Function Used • IF(logical_test, value_if_true, value_if_false)
  8. 8. Created by Current User Create a custom field Field Name: CreatedBy$User Datatype: Formula Return Type: Number, 0 decimals Open the Advanced Formula Tab Formula: IF(CreatedById = $User.Id , 1, 0) * When in doubt use the “Insert Field” and “Insert Operator” buttons (they are your friends!)
  9. 9. Created by Current User
  10. 10. Created by Current User Step 2: Create the Dynamic Report or List View
  11. 11. Created by Current User Step 2: Create the Dynamic Report or List View
  12. 12. Created by Current User Step 2: Create the Dynamic Report or List View
  13. 13. Created by Current User Also available in LastModifiedBy!
  14. 14. Created by Current User Also available in LastModifiedBy!
  15. 15. Opportunity Status Business Requirement • Summarize multiple opportunity stages across Sales Processes and Record Types for Sales Pipeline Reports and Dashboards • Solution • Bypass the Opportunity.Stage field and evaluate the standard IsClosed and IsWon boolean fields to return a single text value. Fields Referenced • IsClosed • IsWon • Function Used • IF(logical_test, value_if_true, value_if_false)
  16. 16. Opportunity Status Create a custom field Field Name: Status Datatype: Formula Return Type: TEXT Open the Advanced Formula Tab Formula: IF(IsWon , "Won", IF(NOT(IsClosed), "Open", "Lost"))
  17. 17. Opportunity Status
  18. 18. Opportunity Status
  19. 19. Quota Opportunities Business Requirement • Assign Sales Goals to users by Account, Product, and Time Frame. Compare Sales vs. Goal using existing Pipeline Reports and Dashboards • Solution • Leverage the standard Opportunity object and create a custom Opportunity Record Types, Pages Layouts, and Sales Processes for Sales and Quota. Object Referenced • Opportunity Functions used • Opportunity Record Type • Opportunity Sales Process • Opportunity Page Layouts
  20. 20. Quota Opportunities Create custom Opportunity Record Types (Sales and Quota) Create custom Opportunity Stage picklist values for Quota Record Type Create custom Sales Process for Quota Opportunities Create custom Opportunity Page Layouts for Sales and Quotas Update existing Opportunity Pipeline Reports and Dashboards to include/exclude Quota Opportunities as needed
  21. 21. Quota Opportunities
  22. 22. Quota Opportunities
  23. 23. Follow me!Twitter: @SteveMoForcehttp://success.salesforce.com/answersSteveMohttp://www.salesforce.com/dreamforce@Steve Molis
  24. 24. Thank YOU!

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