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Getting Started with Formula Fields and Field Validation Joseph Zito, Mimeo.com Jessica White, eSpeed Eric Bezar, salesforce.com Track: Admin I: Getting Started
Safe Harbor Statement ,[object Object],[object Object],[object Object]
Today’s Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Are Formula Fields? ,[object Object],[object Object],[object Object],[object Object]
A Brief History Formula fields (Summer ’05) Validation rules (Winter ’07) Rollup Summary Fields (Summer ’07)
Some Formula Field Stats # orgs with more than 25 formulas  Most formulas in one org Avg # formula fields  per org  Total # formula fields in all orgs 197,000 5.1 836 2,280
What Are Formula Fields?
What Can You Do With Formula Fields? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
One Formula Language, Multiple Uses ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Are Validation Rules? ,[object Object],[object Object],[object Object],[object Object]
What Can You Do With Validation Rules? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Formula Syntax Formulas are composed of ,[object Object],1 ,[object Object],2 ,[object Object],3 ,[object Object],4 ROUND(Amount) * 0.025, 2) "Hello "  & FirstName CloseDate - 7
Validation Rule Syntax Error Condition Formulas are composed of ,[object Object],1 ,[object Object],2 ,[object Object],3 Amount < 0    CloseDate < TODAY()    AND( Amount < 0, CloseDate < TODAY() ) ,[object Object],4 AND (  ISPICKVAL( StageName, &quot;Closed Won&quot;),  ISNULL( Delivery_Date__c ) )
Demo Creating a simple validation rule
Joseph Zito Director, Sales Operations [email_address]
All About Mimeo.com ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A little about me ,[object Object],[object Object],[object Object]
Key Challenges in Tracking Market Share Territory Balancing Territory Land Grabs No “Share of Wallet” Visibility External Spreadsheets No Centralized Place to Calculate and Publish
The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Formula Print On Demand spend is estimated as a fixed amount of total Annual Revenue  ,[object Object],[object Object],[object Object],Use of CASE makes the formula more manageable and the logic less complex.
What Were the Results? ,[object Object],[object Object],[object Object],Sample POD / Vertical Data Sample POD / Rep Data
In Summary ,[object Object],[object Object],[object Object],[object Object]
JESSICA WHITE Vice President, Process Management  [email_address]
All About eSpeed, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],eSpeed, Inc. (NASDAQ: ESPD) is a leader in developing and deploying electronic marketplaces and related trading technology that offers traders access to the most liquid, efficient and neutral financial markets in the world. eSpeed operates multiple buyer, multiple seller real-time electronic marketplaces for the global capital markets, including the world's largest government bond markets and other fixed income and equities marketplaces.
A little about me ,[object Object],[object Object],[object Object],[object Object],[object Object]
Key Challenges Run manual reports Multiple user interventions Invoices Generated Management of Receivables
The Requirements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Solution ,[object Object],[object Object]
The Solution ,[object Object],[object Object],Calculate the number of 3 rd  Party Products that have been selected for this user Use the number of 3 rd  Party Products to determine which Price Point to Charge The logical test on an if statement involving a checkbox, is just “that it is”.... You don’t need to say that it is true/false It’s often easier to write nested if statements from the inside out. Start with the last evaluation that you need, and build outward
Resources
Results ,[object Object],Management Billing Support Sales ,[object Object],[object Object],[object Object],[object Object],[object Object]
Roadmap: What Is Next? Formula fields (Summer ’05) Validation rules (Winter ’07) Rollup Summary Fields (Summer ’07) ,[object Object],[object Object],[object Object],[object Object]
Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],We strive to improve, t hank you for filling out our survey. ,[object Object],[object Object]
Joseph Zito Director, Sales Operations Jessica White VP, Process Management Eric Bezar VP, Product Management QUESTION & ANSWER SESSION

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A G S006 Little 091807

  • 1. Getting Started with Formula Fields and Field Validation Joseph Zito, Mimeo.com Jessica White, eSpeed Eric Bezar, salesforce.com Track: Admin I: Getting Started
  • 2.
  • 3.
  • 4.
  • 5. A Brief History Formula fields (Summer ’05) Validation rules (Winter ’07) Rollup Summary Fields (Summer ’07)
  • 6. Some Formula Field Stats # orgs with more than 25 formulas Most formulas in one org Avg # formula fields per org Total # formula fields in all orgs 197,000 5.1 836 2,280
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. Demo Creating a simple validation rule
  • 15. Joseph Zito Director, Sales Operations [email_address]
  • 16.
  • 17.
  • 18. Key Challenges in Tracking Market Share Territory Balancing Territory Land Grabs No “Share of Wallet” Visibility External Spreadsheets No Centralized Place to Calculate and Publish
  • 19.
  • 20.
  • 21.
  • 22.
  • 23. JESSICA WHITE Vice President, Process Management [email_address]
  • 24.
  • 25.
  • 26. Key Challenges Run manual reports Multiple user interventions Invoices Generated Management of Receivables
  • 27.
  • 28.
  • 29.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35. Joseph Zito Director, Sales Operations Jessica White VP, Process Management Eric Bezar VP, Product Management QUESTION & ANSWER SESSION