Steve Molis has put together a collection of universal formula tips and tricks, along with several of his personal favorites, so that you can get the benefit of a wealth of information without having to trawl through everybody else’s Salesforce problems. Watch the recorded webinar here: https://www.salesprocentral.com/frs/8530236/salesforce-formulas-for-the-everyday-admin

1. Formulas for the Everyday Admin
Steve Molis Eve Lyons-Berg
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4. About Steve Molis
Self-Taught Admin, Pseudo-Developer, Husband, Dad, LGBT Ally, Rescue Dog Owner, Animal Lover*(but Cats are
somewhere down between Venomous Snakes and Stinging Insects on the list), Community College Drop-Out, Geek,
Formula Ninja, HopHead, Itinerant Wildlife Wrangler, Stand-Up Comic, Bon Vivant. Helping make the world a better
place, one Salesforce user at a time.
About Eve Lyons-Berg
Eve graduated in 2017 from Grinnell College, where she majored in English and took an eclectic assortment
of courses. She now works with Aggregage as editor, content marketer, and webinar host on sites including
Sales Pro Central, eLearning Learning, and Business Innovation Brief.

5. A little about me…
SteveMo
• Salesforce MVP: 2010 - Present
• Community College Drop-Out: 1985 - Present
• Self-Taught Salesforce Admin/Developer since
2003
• World Record Holder

6. Safe Harbor Statement

7. Formulas for the Everyday Admin
• Calculating the % of Month Lapsed and Remaining
• Using the TEXT Function to unlock Picklist Fields
• Creating Validation Rule exemptions
• Creating Dynamic Year-to-Month and Year-to-Date Reports
• Finding the Ultimate Parent Account
• The Greatest Formula Ever Written

8. Pro-Rate Percent of Month Lapsed/Remaining
Problem
• Calculate percent of the Business Days in current
month passed
Solution
• Evaluate the current Business Day and the total
number of Business Days of the month and divide
Current Day (Number) by Last Day (Number)

9. Pro-Rate Percent of Month Lapsed/Remaining
((5 * ( FLOOR( ( TODAY() - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( TODAY() - DATE( 1900, 1, 8), 7 ) ) )
-
(5 * ( FLOOR( ( DATE(YEAR(TODAY()),MONTH(TODAY()),1) - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( DATE(YEAR(TODAY()),MONTH(TODAY()),1) - DATE( 1900, 1, 8), 7 ) ) ))
/
((5 * ( FLOOR( ( DATE(YEAR(TODAY()),MONTH(TODAY()),
(IF(
MONTH(TODAY())= 12,
DATE(YEAR(TODAY()), 12, 31) - TODAY(),
DATE(YEAR(TODAY()),
MONTH(TODAY()) + 1, 1) - TODAY() - 1) +
DAY(TODAY())) ) - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( DATE(YEAR(TODAY()),MONTH(TODAY()),
(IF(
MONTH(TODAY())= 12,
DATE(YEAR(TODAY()), 12, 31) - TODAY(),
DATE(YEAR(TODAY()),
MONTH(TODAY()) + 1, 1) - TODAY() - 1) +
DAY(TODAY())) ) - DATE( 1900, 1, 8), 7 ) ) )
-
(5 * ( FLOOR( ( DATE(YEAR(TODAY()),MONTH(TODAY()), 1 ) - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( DATE(YEAR(TODAY()),MONTH(TODAY()), 1 ) - DATE( 1900, 1, 8), 7 ) ) ))

10. Pro-Rate Percent of Month Lapsed/Remaining
((5 * ( FLOOR( ( TODAY() - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( TODAY() - DATE( 1900, 1, 8), 7 ) ) )
-
(5 * ( FLOOR( ( DATE(YEAR(TODAY()),MONTH(TODAY()),1) - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( DATE(YEAR(TODAY()),MONTH(TODAY()),1) - DATE( 1900, 1, 8), 7 ) ) ))
/
((5 * ( FLOOR( ( DATE(YEAR(TODAY()),MONTH(TODAY()),
(IF(
MONTH(TODAY())= 12,
DATE(YEAR(TODAY()), 12, 31) - TODAY(),
DATE(YEAR(TODAY()),
MONTH(TODAY()) + 1, 1) - TODAY() - 1) +
DAY(TODAY())) ) - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( DATE(YEAR(TODAY()),MONTH(TODAY()),
(IF(
MONTH(TODAY())= 12,
DATE(YEAR(TODAY()), 12, 31) - TODAY(),
DATE(YEAR(TODAY()),
MONTH(TODAY()) + 1, 1) - TODAY() - 1) +
DAY(TODAY())) ) - DATE( 1900, 1, 8), 7 ) ) )
-
(5 * ( FLOOR( ( DATE(YEAR(TODAY()),MONTH(TODAY()), 1 ) - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( DATE(YEAR(TODAY()),MONTH(TODAY()), 1 ) - DATE( 1900, 1, 8), 7 ) )
))

11. Formulas for the Everyday Admin

12. Formulas for the Everyday Admin

13. The Formula Editor, where the magic happens...
Nobody has ever gotten Rabies
by clicking these.
They will not bite you!!!

14. The Formula Editor, where the magic happens...

15. The Formula Editor, where the magic happens...

16. Using the TEXT Function to unlock
Picklist Fields in Formulas

17. The ISPICKVAL Function:
Determines if the value of a picklist field is equal to a text literal you specify.
Using the TEXT Function to unlock Picklist Fields
IF(ISPICKVAL( Whats_it_like_outside__c, "Zombies"),"RUN!!!" ,
IF(ISPICKVAL( Whats_it_like_outside__c, "Hot"), "Go to the beach",
IF(ISPICKVAL( Whats_it_like_outside__c, "Warm"),"Go hiking",
IF(ISPICKVAL( Whats_it_like_outside__c, “Snowing"), "Build a snowman",
“Watch Netflix"))))

18. The CASE Function:
Checks a given expression against a series of values. If the expression is equal to a value,
returns the corresponding result. If it is not equal to any values, it returns the else_result.
Using the TEXT Function to unlock Picklist Fields
CASE( Whats_it_like_outside__c ,
"Zombies", "RUN!!!",
"Hot", "Go to the beach",
"Warm", "Go hiking",
“Snowing", "Build a snowman" ,
“Watch Netflix")

19. Using the TEXT Function to unlock Picklist Fields
The TEXT Function
Converts picklist values to text in Formula Fields, Validation Rules
Workflows, Process Builder, and Approval Processes
So you can do stuff like this…

20. Using the TEXT Function to unlock Picklist Fields
Operators:
• =
• <>
• >
• <
• >=
• <=
Functions:
• ISBLANK
• VALUE
• BEGINS
• CONTAINS
• LEFT/RIGHT
• FIND/SUBSTITUTE

21. Using the TEXT Function to unlock Picklist Fields
The Problem:
Make a custom Picklist
Field “Loss Reason”
required if the Opportunity
Stage is changed to
“Closed – Lost”

22. Using the TEXT Function to unlock Picklist Fields
The Solution:
Create a Validation Rule using the TEXT
and ISBLANK Functions
Formula:
AND(
TEXT( StageName ) = "Closed - Lost",
ISBLANK(TEXT( Loss_Reason__c ))
)

23. Using the TEXT Function to unlock Picklist Fields
The Problem:
Need to calculate the
Opportunity $Amount
discounted using the
Discount% (a picklist field)
but…
Picklist Values are not Numbers
(even if they are) whut the?!?

24. The Solution:
Create a custom Formula(Currency) field using
the TEXT and VALUE functions
Formula:
Amount *
( VALUE( TEXT( Discount_Pct__c ) ) / 100 )
Using the TEXT Function to unlock Picklist Fields

25. Pro Tip:
Always create a List
View or Report that
displays your
Formula Input and
Output side-by-side
(and check your
Math!)
Using the TEXT Function to unlock Picklist Fields

26. Exempting Users, Roles, and Profiles
from Validation Rules

27. Exempting Users, Roles, and Profiles in Formulas
AND(
Do_you_owe_SteveMo_a_beer__c = TRUE,
ISBLANK(How_much_beer_do_you_owe_SteveMo__c)
)

28. Exempting Users, Roles, and Profiles in Formulas
AND(
Do_you_owe_SteveMo_a_beer__c = TRUE,
ISBLANK(How_much_beer_do_you_owe_SteveMo__c)
)
Just click it, don’t be
afraid…

29. Exempting Users, Roles, and Profiles in Formulas

30. Exempting Users, Roles, and Profiles in Formulas
AND(
Do_you_owe_SteveMo_a_beer__c = TRUE,
ISBLANK(How_much_beer_do_you_owe_SteveMo__c),
$User.Username <> "SteveMo@MyForce.org" ,
$User.Username <> "Moe.Howard@3Stooges.org",
$User.Username <> "Larry.Fine@3Stooges.org",
$User.Username <> "Curly.Howard@3Stooges.org
)

31. Exempting Users, Roles, and Profiles in Formulas
AND(
Do_you_owe_SteveMo_a_beer__c = TRUE,
ISBLANK(How_much_beer_do_you_owe_SteveMo__c
),
CASE( $User.Username ,
"SteveMo@MyForce.org" , 1 ,
"Moe.Howard@3Stooges.org", 1 ,
"Larry.Fine@3Stooges.org", 1 ,
"Curly.Howard@3Stooges.org", 1 ,
0 ) = 0 )

32. Exempting Users, Roles, and Profiles in Formulas
AND(
Do_you_owe_SteveMo_a_beer__c = TRUE,
ISBLANK( How_much_beer_do_you_owe_SteveMo__c ),
CASE($User.Username,
"SteveMo@MyForce.org", 1,
"Moe.Howard@3Stooges.org", 1,
"Larry.Fine@3Stooges.org", 1,
"Curly.Howard@3Stooges.org", 1,
0) = 0 ,
CASE( $UserRole.Name ,
"Accounting", 1 ,
"Finance", 1 ,
“Auditing", 1 ,
0 ) = 0 )

33. Exempting Users, Roles, and Profiles in Formulas
AND(
Do_you_owe_SteveMo_a_beer__c = TRUE,
ISBLANK( How_much_beer_do_you_owe_SteveMo__c ),
CASE($User.Username,
"SteveMo@MyForce.org", 1,
"Moe.Howard@3Stooges.org", 1,
"Larry.Fine@3Stooges.org", 1,
"Curly.Howard@3Stooges.org", 1,
0) = 0 ,
"Accounting", 1 ,
"Finance", 1 ,
“Auditing", 1 ,
0 ) = 0 ,
CASE( $Profile.Name ,
"Executive", 1 ,
"Marketing User", 1 ,
"Customer Support", 1 ,
0 ) = 0 )

34. Exempting Users, Roles, and Profiles in Formulas
You don't want to use an OR
statement with NOT or <> because a
field like $User.Username,
$Profile.Name, $Role.Name, etc. can
only hold 1 value at a time.
Any User can only have 1 Name, 1
Profile, 1 Role, etc…
Unless the User is Schrodinger's Cat
(in which case all bets are off)

35. Exempting Users, Roles, and Profiles in Formulas

36. Creating Dynamic Year-to-Month and
Year-to-Date Reports

37. Dynamic Year-to-Month and Year-to-Date Reports
Custom Field
Datatype = Formula
Result = Checkbox
Formula: Year-to-Month
MONTH(CloseDate) <= MONTH(TODAY())
Formula: Year-to-Date
(CloseDate - DATE(YEAR( CloseDate ), 01, 01) )
<=
(TODAY() - DATE(YEAR( TODAY() ), 01, 01) )

38. Dynamic Year-to-Month and Year-to-Date Reports

39. The Ultimate Parent Account

40. We need to display the Opportunity Sales Pipeline of an entire Corporation that spans multiple
Parent and Subsidiary Accounts across several tiers of Parent and Subsidiary Accounts.
However…
the Standard Parent Account Field only goes up 1 Level and returns the name of the Account 1
Level above that Account. It also displays a blank value if there is no Parent of that Account.
The Problem
The Ultimate Parent Account

41. The "Ultimate” Parent Account

42. Create a custom Formula Field on the Account Object
that will return the name of the Top Parent Account in the
Account Hierarchy, no matter where in the Account
Hierarchy the current Account is located (even if there is
no Account Hierarchy).
The Solution
The Ultimate Parent Account

43. The "Ultimate” Parent Account

44. The "Ultimate” Parent Account

45. The "Ultimate” Parent Account
BLANKVALUE( Parent.Parent.Parent.Parent.Parent.Name,
BLANKVALUE( Parent.Parent.Parent.Parent.Name,
BLANKVALUE( Parent.Parent.Parent.Name,
BLANKVALUE( Parent.Parent.Name,
BLANKVALUE( Parent.Name,
Name ) ) ) ) )
Formula:

46. The "Ultimate” Parent Account

47. The "Ultimate” Parent Account

48. The Power of One – The
Greatest Formula Ever
“Like ever, ever, EVER…” – Taylor Swift

49. The Power of One
Created by Thomas Tobin - The Patron Saint of Salesforce
Analytics
Taught to me at Dreamforce’09
The Greatest Formula Ever

50. The Power of One
Step 1:
Create a custom field on the object you want to count
Select:
Datatype = Formula
The Greatest Formula Ever

51. The Power of One
Step 2:
Select:
Result = Number, 0 decimals
Pro Tip:
DON’T name it “Power of 1”
The Formula
To be continued…
The Greatest Formula Ever

52. The Power of One
Step 3:
The formula
The Greatest Formula Ever

53. The Power of One
Step 3:
The formula
The Greatest Formula Ever
That’s it…
Why are you looking at me
like that?

54. The Power of One
The Greatest Formula Ever

55. The GREATEST Formula Ever
Power of One

56. That’s great…
But 866 of
WHAT?!?
The GREATEST Formula Ever
Power of One

57. Power of One
The Greatest Formula Ever

58. Power of One
The Greatest Formula Ever
How d’yah like
me now???

59. The Power of One
The Greatest Formula Ever

60. Power of One
The Greatest Formula Ever

61. That was friggin’ awesome!!!
Where can I learn more?!?

62. Related Trailheads
Formulas and Validations
Advanced Formulas
Build a Battle Station App
Build a Suggestion Box App
Create Reports and Dashboards for Sales and
Marketing Managers
Learn about Formulas and MORE!

63. Trailhead
SteveMo’s Formula & Report Mix

64. Trailhead
SteveMo’s Formula & Report Mix

65. 65
Q&A
Salesforce MVP
Linkedin page: stevemolis/
Twitter ID: @SteveMoForce
Trailblazer Communuity: https://sforce.co/2O0iMVo
Yelp Reviews: yelp.com/biz/stevemo-wakefield
Steve Molis
With:
Content Manager, Aggregage
Linkedin page: evelyonsberg/
Twitter ID: @SalesProCentral
Email: eve@aggregage.com
Website: http://www.aggregage.com
Eve Lyons-Berg
Moderator:
www.salesprocentral.com/webinar-series/improvesalesforceefficiency