DF16 Imprivata - Getting Started with Formulas

Chris Duncombe
Manager, Business Applications
Imprivata
cduncombe@imprivata.com
@sfdc_ninja
Getting Started with Formulas
They aren’t scary…..
Chris Rustici
Sr. Salesforce Analyst
Imprivata
crustici@imprivata.com
@ChrisRustici

Forward-Looking Statements
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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
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or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology
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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
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and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand,
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Chapter 1
There are tons…
…we’ll show you four
How can I use this?
Does this really work?
Prizes?
Who knows…
Chapter 2 Chapter 3 Chapter 4
What are they?
Is there a trick?
Formulas Functions Use Cases Questions

Chapter 1: Formulas
What are they and is there a method to the madness?

How new admins sometimes feel about formulas…

How admins will feel about formulas…

So what is a formula?
Similar to formulas in Excel, formulas derive their value from other fields, values, constants
and other variables present on the record. They can use functions and calculations to derive a
new value of some type.

So what does that really mean?
1. What is the data coming in?
2. What is my business logic?
3. How do I want my output to look?
At its most basic level, all formulas can be broken into 3 parts

Let’s draw it out…
Data In
Functions
Calculations
Operators
Constants
Etc.
Value Out
Business
Logic

Data In Business Logic Value Out
Score From 0 – 6 = Low
Score of 7 - 10 = High
Two Possible Values:
High or Low
Example: Low
Object: Case
Field: C-Sat Score
Example: Score = 6
Customer Satisfaction Example

How do I turn my business logic into an actual Formula???

Chapter 2: Functions
There’s a lot… we’ll give you four must haves

Conditions Example Result
Chris D
Chris R
Score = 15
Score = 30
TRUE
FALSE
TRUE
FALSE
Name is Chris, Has Red Hair
Score > 10, Score < 20
Score > 10, Score < 20
AND() Function
If X and Y are True, then True, else False

Conditions Example Result
Chris D
Chris R
Open, Expired
Open, Amount = $50,000
TRUE
TRUE
TRUE
FALSE
Closed = true, Expired = true
Lost = true, Amount = $0
OR() Function
If X or Y are True, then True, else False

If… Then Else
Eat
“Large”
“In Progress”
Don’t Eat
“Small”
“Past Due”
I am Hungry
X > 10
Due Date > Today
Satisfaction Score > 7
IF() Function
If X, then do Y, else do Z
 

CASE() Function
Look at X, if it’s A, do this, If it’s B, do this, else do this
My Mood
Opportunity Stage
Shipping Cost
Customer Health
Good, Be Nice
Prospecting, “Early”
California, $10
Bad, Be Mean
Negotiating, “Late”
Massachusetts, $15
Be confused
“Mid”
$5
Look at ElseOption 2, Value 2Option 1, Value 1
Good,  Poor,  Average, 😐

Chapter 3: Use Cases
🎵 Is this the real life, or is this just formula fantasy? 🎵

If Open:
Calculate number of days
between current date and
created date
If Closed:
Calculate number of days
between close date and
created date
Integer representing the
age, in days of the
opportunity
A.K.A. just a number
Object: Opportunity
Field(s):
Created Date
Close Date
Stage
Business Case #1: Opportunity Age
Sales wants to determine the overall Age of an Opportunity since it was created. If the Opportunity is
closed, it shouldn’t increase the number of days.

Open
Today - CreatedDate
Closed
CloseDate - CreatedDate
Integer representing the
age, in days of the
opportunity
Object: Opportunity
Field(s) API Names:
CreatedDate
CloseDate
isClosed

IF(
isClosed,
CloseDate – DATEVALUE(CreatedDate),
TODAY() – DATEVALUE(CreatedDate)
)
One of our Core Functions
Value if condition is True
Value if condition is False (the Else)
The condition…

Open Opportunity
Closed Opportunity

Priority of Low is Green
Priority of Medium is
Yellow
Priority of High is Red
One of three images*:
o Green Flag
o Yellow Flag
o Red Flag
*Even though this is an
image. You will return
TEXT
Object: Case
Field(s): Priority
Business Case #2: Case Priority
Cases are given a priority of low, medium or high that the support team uses to rank and prioritize all of
their Cases. They need a visual way to see Low/Medium/High cases

Priority of low
"/img/flag_green.gif”
Priority of medium
"/img/flag_yellow.gif”
Priority of high
"/img/flag_red.gif"
Output one of these three
images
Object: Case
Field(s) API Names:
Priority

IMAGE(
CASE(
Priority,
"Low", "/img/samples/flag_green.gif",
"Medium", "/img/samples/flag_yellow.gif",
"High", "/img/samples/flag_red.gif",
"/s.gif"
), "Priority Flag"
)
Function: IMAGE(image url, hover text)
Core Function: CASE(Condition, Option 1, Value 1, Option 2, Value 2, Else Value)
Case condition. Tells the formula to look at the priority field
If Priority is low, use this image URL for the image function
If Priority is medium, use this image URL for the image function
If Priority is high, use this image URL for the image function
If Priority is none of the above, use this image URL for the image function
Hover text. 2nd argument for the image function

New Business over $50k
OR
Upgrade over $100k
OR
Renewal over $150k
Display a $$ image when
true, otherwise show
nothing
Object: Opportunity
Field(s):
Amount
Type
Stage
Business Case #3: Strategic Opportunities
Sales needs to see all “strategic” opportunities that haven’t been closed. This is any New Business
Opportunity over $50k, Upgrade Opportunities over $100k, and any Renewal Opportunity over $150k.

Type = "New Business" &
Amount > 50,000
OR
Type = "Upgrade" & Amount
>100,000
OR
Type = "Renewal" & Amount
>150,000
/img/icon/cash24.png
Object: Opportunity
Field(s) API Names:
Amount
Type
isClosed

IF(
AND(
IsClosed = False,
OR(
AND(ISPICKVAL( Type , "New Business"), Amount > 50000),
AND(ISPICKVAL( Type , "Upgrade"), Amount > 100000),
AND(ISPICKVAL( Type , "Renewal"), Amount > 150000)
)
),
IMAGE('/img/icon/cash24.png', 'Strategic Opp'),
Null
)
Core Function #2
The condition…
Yet another Core Function…now we’re showing off!
New Business over $50k
Upgrade over $100k
Renewal over $150k
If above criteria is met, display $$ Image
Core Function #1
If above criteria is not met, display nothing

Now you know it allWhen you walked in The Chris’s showed some tricks
The formula of this presentation…

So what did we learn???
Formulas make us look like Rock Stars (Images, #s, %s….)1
2
3
4
Functions are our friend (IF, AND, OR, CASE…)
Method to the formula madness (Data In, Business Logic, Value Out)
No Code!

Trivia
Question: What is our formula to building formulas?
Answer: Data In  Business Logic  Value Out

Chapter 4: Questions
What’s the meaning of life?

Additional Resources
1. All icons available to use that are preloaded in your org
1. http://free-121d5f44d20-121d603d1c5-121ee2b8103.force.com/force2b/salesforceicons
2. Trailhead: Formulas & Validations
1. https://trailhead.salesforce.com/module/point_click_business_logic
3. Trailhead: Advanced Formulas
1. https://trailhead.salesforce.com/module/advanced_formulas
4. Chatter: Formulas - Help, Tips and Tricks
1. https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001ocs

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