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Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
Advanced Admin: Formulas
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Advanced Admin: Formulas

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Useful Formulas to Increase User Adoption …

Useful Formulas to Increase User Adoption

From the December 2012 Montreal Salesforce User Group meeting.

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  • 1. Montreal Salesforce User Group December 2012 Advanced Admin Useful Formulas to Increase User Adoption Emilie Scott Montreal Salesforce User Group Co-Leader
  • 2. Custom Link to a Dynamic ReportHow to create a dynamic report that will appear on therecord page layout as a custom link.Business Case:I want to analyze the opportunities related to a specificproduct
  • 3. Custom Link to a Dynamic Report1st step: Get the Product IdCreate a custom formula field on the Opportunity productobject to obtain the Product Id. • Formula Return Type: text • Formula: PricebookEntry.Product2.IdNote: this step isn’t necessary for most objects because theId is already available on the report. The OpportunityProduct is special.
  • 4. Custom Link to a Dynamic Report2nd step: Create the reportCreate a report on Opportunities with Products• Customize it to fit your needs (segment by month or stage, add sums and averages, etc.)• Add a filter for the Product ID and leave it blank• At this point, your report should be empty.• Save the report in a public folder.
  • 5. Custom Link to a Dynamic Report3rd step: Create the dynamic linkFrom the Setup menu, go to Customize / Products / Buttonsand Links and click new. Display type: Detail Page Link Behavior: Display in existing window without sidebar or header Content Source: URL
  • 6. Custom Link to a Dynamic ReportThis is the coding of the URL:/00Od0000003DeI3?pv0={!Product2.Id}00Od0000003DeI3 is the ID of my report.pv0 refers to the 1st filter of my report  You can have multiple filters. pv1 refers to the 2nd line, pv2 to the 3rd line, etc. Use “&” between filters.{!Product2.Id} is the product ID of the record you are currentlylooking at.Save your link and add it to your page layout(s).
  • 7. Custom Link to a Dynamic ReportThe custom links can also direct the user to website outsideof Salesforce, like Google.Google Search using the Account Namehttp://www.google.com/search?q={!Account_Name}Google Map using the Account Addresshttp://maps.google.com/maps?f=q&hl=en&q={!Account_BillingStreet}+{!Account_BillingCity}+{!Account.BillingCountry}&om=1Many custom links have been defined by Salesforce already. From the Buttons andLinks menu, click on “Default Custom Links” to see and add them.
  • 8. Edit a record from a buttonNow that you know how to create a link to a dynamicreport, let’s learn how to create a button that will updatemultiple fields of a record at once.Business Case:When it’s time for negotiation, many fields needs to beupdated on an opportunity.
  • 9. Edit a record from a buttonFrom the Setup menu, go to Customize /Opportunities /Buttons and Links and click new. Select Detail Page Button as the display type.Here’s the code:/{!Opportunity.Id}/e?opp11="Negotiation/Review"&opp12=90&opp9={!TODAY()+7}&00Nd0000005r7LS={!NOW()}
  • 10. Edit a record from a buttonLet’s review that line by line/{!Opportunity.Id} This tell your button which record to work on. In this case, it’s the opportunity you are currently working on./e? This means that you want to edit the record.
  • 11. Edit a record from a buttonThe rest of the code tells the button what needs to be updated.opp11="Negotiation/Review“ This tell your button that the stage needs to be updated to "Negotiation/Review“. The standard Salesforce fields have special Id. You can find them here: http://phollaio.tumblr.com/post/22058016777/how-to-obtain- a-field-id If the field is text or a picklist, you need to use the quote signs.
  • 12. Edit a record from a buttonSeparate all your field updated with an ampersand sign (&).opp12=90 Sets the Probability to 90%opp9={!TODAY()+7} Sets the Close date to a week from now (TODAY+7 Days)00Nd0000005r7LS={!NOW()} This is a custom “Negotiation Date” field that I created. Since it’s a Date/Time field, I need to use the NOW function instead of TODAY.
  • 13. Edit a record from a buttonIn this case, I want the opportunity to stay in Edit mode, butyou can also save the changes. You’ll need to add 2 lines toyour code: the Return URL and the action to save.&retURL={!Opportunity.Id}&save=x
  • 14. Create a record from a buttonYou can also use custom buttons to create a new recordfrom another object.Business Case:Create an Internal Ticket from a contact to ask for a creditscore verification.
  • 15. Create a record from a buttonAgain, you need to create a custom button. We want the buttonto appear on the Internal Ticket related list on a contact page.Therefore, you’ll need to create the button from the InternalTicket object and the display type will be List button (uncheckthe multi-record selection checkbox).The code:/a00/e?CF00Nd0000005rUwT={!Contact.Name}&CF00Nd0000005rUwT_lkid={!Contact.Id}&00Nd0000005rabR="Credit Score"
  • 16. Create a record from a buttona00 a00 is the Id of the object. You can find it in the URL displayed on the Home page of this object (the page you see when you click on the tab). Example: https://na14.salesforce.com/a00/o Account is always 001, Contact is 003, Case is 500, etc.e? This means that you want to edit some fields on the record.
  • 17. Create a record from a buttonTo update lookup fields, you need to pass both the Id and theName of the record you wish to linkCF00Nd0000005rUwT={!Contact.Name}&CF00Nd0000005rUwT_lkid={!Contact.Id}To pass the name: CF + field ID ={!Contact.Name}To pass the Id: CF + field ID + _lkid ={!Contact.Id}&00Nd0000005rabR="Credit Score"Finally, I updated a custom field “Type” to have the value CreditScore.
  • 18. Have fun with these advanced admin formulas and shareyour ideas and questions on the LinkedIn Group of theMontreal SFUG.Emilie ScottMontreal Salesforce User Group Co-LeaderLinkedIn: http://www.linkedin.com/groups?gid=1994141

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