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The Power of One
“The Greatest Formula EVER!”
@SteveMoForce
Steve Molis
Saleforce MVP
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may con...
• 6 Time Salesforce MVP: 2011-2016
• Community College Drop-Out : 0.67 GPA *
• Self-Taught Salesforce Admin/Developer
* Ma...
Safe Hahbah
The Greatest
Formula EVER*
* Seriously I mean like Taylor Swift “ever” - I’m not making this shit up.
The Power of One
Created by Thomas Tobin, the Patron
Saint of Salesforce Analytics
The Formula Editor, where the magic happens…
Nobody has ever gotten Rabies by clicking these,
they will not bite you!
The Power of One
Custom Field
Datatype = Formula
Result = Number, 0 Decimals
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
What’s so
friggin’ awesome
about this?!?
The Power of One
949
of
What?!?
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
That’s great…
So what else can it do?
Subtitle placeholder
Multi year-over-year variance calculation
Problem
• Calculate variance in Opportunity count on
a Year-to-Year basis in a R...
Multi year-over-year variance calculation
Solution: Custom Summary Formula
Format: Number
Formula:
Opportunity.Opportunity...
Multi year-over-year variance calculation
Solution: Custom Summary Formula
Format: Percent
Formula:
IF(
PREVGROUPVAL(Oppor...
Multi year-over-year variance calculation
The Power of One
That’s f*cking awesome!!!
Where can I learn more?!?
Subtitle placeholder
Trailhead!!!
Using Formula Fields (including The Power of One!)
Implementing Roll-Up Summary Fields
Creating Validation Ru...
Trailhead!!!
Using Basic Logic in Checkbox Formulas
Using Numbers, Currency, and Percentages in Formulas
Using Date and Da...
Thank Y u
The Power of One by Steve Molis
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The Power of One by Steve Molis

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

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The Power of One by Steve Molis

  1. 1. The Power of One “The Greatest Formula EVER!” @SteveMoForce Steve Molis Saleforce MVP
  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 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 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 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-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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. • 6 Time Salesforce MVP: 2011-2016 • Community College Drop-Out : 0.67 GPA * • Self-Taught Salesforce Admin/Developer * Margin of error: +/- 0.67 A little about me…
  4. 4. Safe Hahbah
  5. 5. The Greatest Formula EVER* * Seriously I mean like Taylor Swift “ever” - I’m not making this shit up.
  6. 6. The Power of One Created by Thomas Tobin, the Patron Saint of Salesforce Analytics
  7. 7. The Formula Editor, where the magic happens… Nobody has ever gotten Rabies by clicking these, they will not bite you!
  8. 8. The Power of One Custom Field Datatype = Formula Result = Number, 0 Decimals
  9. 9. The Power of One
  10. 10. The Power of One
  11. 11. The Power of One
  12. 12. The Power of One
  13. 13. The Power of One What’s so friggin’ awesome about this?!?
  14. 14. The Power of One 949 of What?!?
  15. 15. The Power of One
  16. 16. The Power of One
  17. 17. The Power of One
  18. 18. The Power of One
  19. 19. The Power of One
  20. 20. The Power of One
  21. 21. The Power of One
  22. 22. That’s great… So what else can it do? Subtitle placeholder
  23. 23. Multi year-over-year variance calculation Problem • Calculate variance in Opportunity count on a Year-to-Year basis in a Report Solution • Evaluate the number of records in the current period and compare them to the previous period and return the +/- variance count and percent using Report Custom Summary Formulas. Functions and Operators used • The Power of One • PREVGROUPVAL • / • - • <>
  24. 24. Multi year-over-year variance calculation Solution: Custom Summary Formula Format: Number Formula: Opportunity.Opportunity__c:SUM - PREVGROUPVAL( Opportunity.Opportunity__c:SUM, CLOSE_DATE)
  25. 25. Multi year-over-year variance calculation Solution: Custom Summary Formula Format: Percent Formula: IF( PREVGROUPVAL(Opportunity.Opportunity__c:SUM, CLOSE_DATE) <> 0, (Opportunity.Opportunity__c:SUM - PREVGROUPVAL( Opportunity.Opportunity__c:SUM, CLOSE_DATE)) / PREVGROUPVAL( Opportunity.Opportunity__c:SUM, CLOSE_DATE), NULL )
  26. 26. Multi year-over-year variance calculation
  27. 27. The Power of One
  28. 28. That’s f*cking awesome!!! Where can I learn more?!? Subtitle placeholder
  29. 29. Trailhead!!! Using Formula Fields (including The Power of One!) Implementing Roll-Up Summary Fields Creating Validation Rules Go and get your Learnin’ on…
  30. 30. Trailhead!!! Using Basic Logic in Checkbox Formulas Using Numbers, Currency, and Percentages in Formulas Using Date and Date/Time Formulas Using Picklists in Formulas Using Text Formulas Leveling Up with Advanced Formulas Go and get your Learnin’ on…
  31. 31. Thank Y u

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