Not Just For Geeks - Cool Images and Formula Fields

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Not Just For Geeks - Cool Images and Formula Fields

  1. 1. Not Just For Geeks: Cool Images and Formula Fields Jay Thayer, Senior Consultant salesforce.com Track: Professional Edition Advanced System Admin
  2. 2. Safe Harbor Statement <ul><li>“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results 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 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. </li></ul><ul><li>The risks and uncertainties referred to above include - but are not limited to - risks associated with the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates. </li></ul><ul><li>Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor . </li></ul><ul><li>Any unreleased services or features referenced in this or other 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 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, except as required by law. </li></ul>
  3. 3. <ul><li>Overview of Formula Fields </li></ul><ul><li>Formula Field Wizard </li></ul><ul><li>Example Formula Fields </li></ul><ul><li>What’s coming in Formula Fields </li></ul><ul><li>Q&A </li></ul>Agenda
  4. 4. Overview of Formulas <ul><li>Define calculations and metrics specific to your business </li></ul><ul><li>Add application logic without involving IT </li></ul><ul><li>Customize CRM or create new applications from scratch </li></ul>A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can help you automatically calculate the value of a field based on other fields. Custom formulas allow you to: Custom formulas give you the power of a spreadsheet, right inside Salesforce
  5. 5. Excel Formulas =D3-TODAY()
  6. 6. Formula Wizard <ul><li>Wizard Driven </li></ul><ul><li>Function Picker </li></ul><ul><li>Field Selection </li></ul>
  7. 7. Image Fields <ul><li>A Type of Formula Field </li></ul><ul><ul><li>Graphical Representation of your data </li></ul></ul><ul><ul><ul><li>Status </li></ul></ul></ul><ul><ul><ul><li>Priority </li></ul></ul></ul><ul><ul><ul><li>Rating </li></ul></ul></ul><ul><ul><li>Clickable Buttons </li></ul></ul><ul><ul><li>On-Line Presence Indicator </li></ul></ul>
  8. 8. Directory of Image Fields – Image Library <ul><li>/img/samples/flag_green.gif </li></ul><ul><li>/img/samples/light_green.gif </li></ul><ul><li>/img/samples/stars_100.gif </li></ul><ul><li>/img/samples/rating1.gif </li></ul>
  9. 9. How They Work <ul><li>Automatically recalculated by the system as needed; thus they are always guaranteed to be up-to-date </li></ul><ul><li>Formula fields are read-only fields, and therefore not displayed on record edit pages </li></ul><ul><li>Formula fields only reference fields within the same object (not parent, children, or foreign objects) </li></ul><ul><li>Formula fields can reference standard, custom, or other formula fields </li></ul><ul><li>Allow up to 1000 Characters* </li></ul>
  10. 10. Formula Composition <ul><li>Merge Fields – Reference to field values </li></ul><ul><ul><li>{!Amount} </li></ul></ul><ul><li>Literal Values – Any number or text string </li></ul><ul><ul><li>0.02 </li></ul></ul><ul><ul><li>“ Priority” </li></ul></ul><ul><li>Operators – specify the operation to be performed </li></ul><ul><ul><li>+ - * / & ^ </li></ul></ul><ul><li>Functions – predefined calculations that may require input </li></ul><ul><ul><li>ROUND(number, num_digits) </li></ul></ul><ul><ul><li>IF(logical_test, value_if_true, value_if_false) </li></ul></ul>
  11. 11. Simple Formulas <ul><li>What Can They Do? </li></ul><ul><ul><li>Simple operators </li></ul></ul><ul><ul><li>No function picker </li></ul></ul><ul><ul><li>Subset of the available fields for selection </li></ul></ul><ul><li>Examples </li></ul><ul><ul><li>Gross margin </li></ul></ul><ul><ul><li>Unit of Measure Conversion </li></ul></ul><ul><ul><li>Maintenance Calculation </li></ul></ul><ul><ul><li>Opportunity Split Credit </li></ul></ul>
  12. 12. Advanced Formulas <ul><li>What Can They Do? </li></ul><ul><ul><li>All operators </li></ul></ul><ul><ul><li>All function categories are available </li></ul></ul><ul><ul><li>All available fields on the object </li></ul></ul><ul><li>Examples </li></ul><ul><ul><li>Image Fields </li></ul></ul><ul><ul><li>Lead scoring </li></ul></ul><ul><ul><li>Round robin lead or case assignment </li></ul></ul><ul><ul><li>Auto dialer phone integration </li></ul></ul><ul><ul><li>Targeted offers & call scripts </li></ul></ul><ul><ul><li>Complex escalation rules </li></ul></ul><ul><ul><li>Dynamic hyperlinks </li></ul></ul>
  13. 13. Resources – CRMsuccess.com <ul><li>On-Line Tutorial – Getting Started with Formula Fields </li></ul><ul><li>100 Sample Formulas </li></ul><ul><li>Getting Started with Image Fields </li></ul>
  14. 14. Demo – Using the Formula Wizard
  15. 15. The Future of Formula Fields
  16. 16. Enhancements to Formulas <ul><li>Function Enhancement </li></ul><ul><ul><li>DATEVALUE conversion function (DATETIME to DATE) </li></ul></ul><ul><ul><li>Enhance TEXT function to support date & date/time conversion to text </li></ul></ul><ul><ul><li>BR() function for inserting line breaks in text formulas </li></ul></ul><ul><ul><li>FIND() function for text string parsing </li></ul></ul><ul><ul><li>SUBSTITUTE() function </li></ul></ul><ul><ul><li>MIN() and MAX() functions </li></ul></ul><ul><li>Language Changes </li></ul><ul><ul><li>No Curley Braces </li></ul></ul><ul><ul><li>Expression size increased from 1000 characters to 1300 characters </li></ul></ul><ul><ul><li>Access to global variables $Org, $User, $Profile, $RecordType </li></ul></ul><ul><li>New Context </li></ul><ul><ul><li>Workflow field updates (Enterprise and Unlimited Editions) </li></ul></ul><ul><ul><li>Validation Rules </li></ul></ul><ul><ul><li>Default Values </li></ul></ul>
  17. 17. Questions & Answers Share Your Best Practices
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