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Become A Formula Writing Guru in 20 Minutes by Mike Martin & Shannon Howe

This presentation was given in the Admin Theater at Dreamforce 2016.

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Become A Formula Writing Guru in 20 Minutes by Mike Martin & Shannon Howe

  1. 1. © 2016 Appirio, Inc. - Confidential Become A Formula Writing Guru in 20 Minutes Tips and Examples Shannon Howe, Technical Consultant, Appirio @howshannon Mike Martin, Client Partner, Appirio @mikemartin__c
  2. 2. Forward-Looking Statements 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, 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 any litigation, risks associated with completed and any 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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., inc. assumes no obligation and does not intend to update these forward-looking statements
  3. 3. Quickly, RAISE YOUR HANDS if you’ve
  4. 4. Session Agenda Six different applications in only 20 minutes. Can we do it? You bet. • IF vs CASE • AND, &&, ||, OR • TEXT vs VALUE • NOW, TODAY • CONTAINS, ISBLANK • CONCATENATE LET’S GO!
  5. 5. UNEXPECTED Pre-Presentation Bonus Slide Get this glorious Chrome extension. It makes reading and editing formulas easier! Find it now, here:
  6. 6. IF IF • Evaluates an expression for a true or false outcome, then does stuff based on whether it was true or false. • If Taylor Swift is awesome, Shout Hooray, if she isn’t awesome then do nothing • IF(2 + 2 = 4, True, False) • If evaluating multiple expressions for the same outcome (using OR or AND), pick IF
  7. 7. Good Reason for IF If evaluating multiple expressions for the same outcome (using OR or AND), pick IF
  8. 8. 7 CASE CASE • Evaluates an expression for a specific value, then does stuff based on the value. • If evaluating one expression for an outcome, use CASE instead of IF
  9. 9. Simplify IF with CASE! Before After
  10. 10. AND, &&, ||, OR What’s the difference? Well, not much… They both do the same thing, slightly differently. • AND( expression1, expression2, expression3) returns TRUE value if all of the expressions are met. • && is used to combine expressions, looking for both to be met • OR(expression1, expression2, expression3) returns TRUE if any of the expressions are met. • || is used to compare expressions, looking for either to be met
  11. 11. Totally Your Preference • In the following example, we want to check a checkbox “Call Today” when all of the conditions are met. • If you like working with parenthesis to break things out, use && and || • If you prefer a cleaner look/feel, use AND( ) and OR ( )
  12. 12. TEXT vs VALUE • TEXT in this workflow rule criteria converts the picklist value in the Industry field to TEXT and checks to see if it is Finance. • VALUE converts a text string into a number (so you can use it as a number in calculations, etc). The following converts the data collected in an integrated text field to a number value (for reports!)
  13. 13. NOW and TODAY • NOW returns the current date/time. The following example displays Hours Since Last Email. • TODAY returns the date today. The following example displays Days Since Opportunity Closed.
  14. 14. CONTAINS and ISBLANK • CONTAINS returns a TRUE value if the first argument contains the second argument. In this example, emails with “Urgent” in the subject are marked High Priority. • ISBLANK Returns a TRUE value if the expression is blank. In the following, we check to see if the email field is blank. If it is, we set the form status to Incomplete. • Protip: Don’t use ISNULL anymore. Instead, use ISBLANK.
  15. 15. CONCATENATE • Trick slide! Audience volunteer, can you please tell me what a concatenate function does and where I can find it?
  16. 16. • If you find something useful, copy and paste it. EVERYONE does it!! • NO NEGATIVE THINKING. Practice makes perfect. • Visit the Help article • Take the trail on Trailhead • Search answers, ask questions • Checkout Example Advanced Formulas • Ask questions on Salesforce StackExchange • Check out the Dev docs on formulas Ready, Set, GO!

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  • NicolaMitcham

    Nov. 1, 2016

This presentation was given in the Admin Theater at Dreamforce 2016.


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