The document discusses using Salesforce reporting and dashboard tools to create dynamic list views, reports, and formulas for sales activity tracking. It highlights various business requirements and solutions, including the use of user identification for filtering activities, summarizing opportunity stages, and setting sales goals through custom object management. Additionally, it includes forward-looking statements regarding risks and uncertainties for Salesforce's business operations.

1. Reporting & Dashboards
with Formula Success Tools
Becoming a Formula Ninja

2. Steve Molis
Salesforce.com MVP

3. Safe Harbor
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
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or upgraded services or technology developments and customer contracts or use of our services.
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and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features
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4. Reporting & Dashboard
Formulas
 Using $User.Id to create dynamic List Views, Reports and
Dashboards
 Creating an Opportunity Status Field for “Quick & Easy”
Reports, Dashboards, and List Views.
 Using Record Types to create custom Sales vs. Quota Reports
and Dashboards

5. Created by Current User
 Using $User.Id to create dynamic List Views, Reports and
Dashboards
 Create an Opportunity Status Field for “Quick & Easy” Reports,
Dashboards, and List Views.
 Use Record Types to create custom Sales vs. Quota Reports
and Dashboards
 Adding image formulas to your tired old Reports and List Views

6. Created by Current User
 Business Requirement
• Dynamically show in a list view, all activities that were created by the
user logged in, not just activities that were owned by them
• Users can easily see activities that are owned by them with the ‘My
Activities’ list view
 Solution
• Evaluate the CreatedById field and compare it to the current User.Id
to return a simple True/False result.
 Fields Referenced
• CreatedById
• $User.Id
 Function Used
• IF(logical_test, value_if_true, value_if_false)

7. Created by Current User
 Business Requirement
• Dynamically show in a list view, all activities that were created by the
user logged in, not just activities that were owned by them
• Users can easily see activities that are owned by them with the ‘My
Activities’ list view
 Solution
• Evaluate the CreatedBy User.Id field and compare it to the current
User.Id to return a simple True/False result.
 Fields Referenced
• CreatedById
• $User.Id
 Function Used
• IF(logical_test, value_if_true, value_if_false)

8. Created by Current User
 Create a custom field
 Field Name: CreatedBy$User
 Datatype: Formula
 Return Type: Number, 0 decimals
 Open the Advanced Formula Tab
 Formula: IF(CreatedById = $User.Id , 1, 0)
 * When in doubt use the “Insert Field” and “Insert Operator” buttons
 (they are your friends!)

9. Created by Current User

10. Created by Current User
 Step 2: Create the Dynamic Report or List View

11. Created by Current User
 Step 2: Create the Dynamic Report or List View

12. Created by Current User
 Step 2: Create the Dynamic Report or List View

13. Created by Current User
 Also available in LastModifiedBy!

14. Created by Current User
 Also available in LastModifiedBy!

15. Opportunity Status
 Business Requirement
• Summarize multiple opportunity stages across Sales Processes and
Record Types for Sales Pipeline Reports and Dashboards
• Solution
• Bypass the Opportunity.Stage field and evaluate the standard IsClosed
and IsWon boolean fields to return a single text value.
 Fields Referenced
• IsClosed
• IsWon
• Function Used
• IF(logical_test, value_if_true, value_if_false)

16. Opportunity Status
 Create a custom field
 Field Name: Status
 Datatype: Formula
 Return Type: TEXT
 Open the Advanced Formula Tab
 Formula:
 IF(IsWon , "Won",
IF(NOT(IsClosed), "Open",
"Lost"))

17. Opportunity Status

18. Opportunity Status

19. Quota Opportunities
 Business Requirement
• Assign Sales Goals to users by Account, Product, and Time Frame.
Compare Sales vs. Goal using existing Pipeline Reports and Dashboards
• Solution
• Leverage the standard Opportunity object and create a custom
Opportunity Record Types, Pages Layouts, and Sales Processes for
Sales and Quota.
 Object Referenced
• Opportunity
 Functions used
• Opportunity Record Type
• Opportunity Sales Process
• Opportunity Page Layouts

20. Quota Opportunities
 Create custom Opportunity Record Types (Sales and Quota)
 Create custom Opportunity Stage picklist values for Quota Record
Type
 Create custom Sales Process for Quota Opportunities
 Create custom Opportunity Page Layouts for Sales and Quotas
 Update existing Opportunity Pipeline Reports and Dashboards to
include/exclude Quota Opportunities as needed

21. Quota Opportunities

22. Quota Opportunities

23. Follow me!
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http://success.salesforce.com/answers
SteveMo
http://www.salesforce.com/dreamforce
@Steve Molis

24. Thank YOU!