The document provides an overview of a Formula Ninjas session with three presenters: Deepa Patel, Steve Molis, and Francis Pindar. It includes biographies of each presenter and summaries of the topics they will cover, including the basics of writing formulas in Salesforce, examples of using different formula functions like IF, AND, and OR, and resources for learning more about formulas.
Process Builder and Flow: An Admin's Trigger by Rich Englhard
This document discusses Process Builder and Flow in Salesforce and how they can be used to automate workflows and processes. It provides examples of how Process Builder allows updating related records through lookup fields and child objects, and how Flow enables more complex conditional logic and processes that can be triggered by button clicks. The document recommends Process Builder and Flow as an admin's tools to create automated workflows and processes without code, acting as a stepping stone to becoming a developer.
Every Admin can benefit from knowing a little code! Join us to learn why it’s so beneficial to know how to code in the “Lightning” era, how to write your first Apex trigger, and your specific steps to continue learning Apex.
Fremont Salesforce Community Group - Salesforce Labs Day - Flow Templates
This document introduces Flow Templates in Salesforce which allow users to start with pre-built automation processes and customize them for their specific business needs. It provides examples of templates available on AppExchange that address common use cases like provisioning community users, adding profile photos, relating multiple records, closing opportunities, and tagging objects. The templates offer a quick start, leverage industry best practices, and help accelerate automation development by eliminating the blank canvas problem.
Improving Enterprise Findability: Presented by Jayesh Govindarajan, Salesforce
1) Jayesh Govindarajan presented on improving enterprise search and findability at Salesforce. He discussed how enterprise search differs from consumer search, challenges with enterprise findability, and machine learning algorithms like LETOR that can be used.
2) Govindarajan explained that diversity of data, intentions, and customers makes enterprise search more complex than consumer search. Most enterprise search relies on simple ranking functions that may not reflect relevance well.
3) Machine learning algorithms like logistic regression and learning to rank can learn relevance from user behavior data like clicks and views. These algorithms output ranking models that can be deployed to search engines like Solr.
Salesforce Innovates Faster with Agile - You Can Too
For years, over 400 teams at Salesforce have been using the Salesforce Platform to manage everything agile including sprints, code releases, kanban, and much more. For the first time earlier this year, Salesforce released these tools to AppExchange in a package called Salesforce Agile Accelerator_. Join us to learn how Salesforce and Pendo.io connect customers with development using Agile Accelerator. By building leveraging the Salesforce platform, Pendo will demonstrate how they have consolidated new feature work, case tracking, and bug tracking onto the Salesforce platform.
The document discusses best practices for user adoption of Salesforce. It recommends establishing adoption strategy early, gaining executive sponsorship, and engaging users at all levels. It also stresses the importance of communication, training, productivity tools, and metrics to track adoption. Companies discussed saw improved results including stronger alignment, increased user engagement, and new revenue attributed to Salesforce adoption.
The document introduces new solutions from Salesforce Labs for Lightning Flow, Bolt, Components and more that are available on AppExchange, including ready-to-install apps, components, and solutions to solve common business challenges, as well as innovations from Salesforce Labs for Einstein, Flows, and other products. It provides details on several new solutions that are available, such as Flow Magic Picklist, Einstein Vision and Language Model Builder, and myV2MOM, and encourages exploring more lab solutions on AppExchange.
- Steve Molis, known as "SteveMo", is a self-taught Salesforce administrator and developer who was taught "The Power of One", a formula for counting records, at Dreamforce 2009 by Thomas Tobin.
- "The Power of One" is a simple formula that can be added to any object as a number field to count the number of records.
- The presentation discusses using custom summary formulas and functions like PREVGROUPVAL to calculate year-over-year variance in opportunity counts in a report.
- Steve Molis, known as "SteveMo", is a self-taught Salesforce administrator and developer who was taught "The Power of One", a formula for counting records, at Dreamforce 2009 by Thomas Tobin.
- "The Power of One" is a simple formula that can be added to any object as a number field to count the number of records.
- The presentation discusses using custom summary formulas and functions like PREVGROUPVAL to calculate year-over-year variance in opportunity counts in a report.
Part of what truly makes a platform is an ability to integrate with third party devices, servers and software. Join Ami Assayag and Kirk Steffke from CRM Science and Developer Evangelist Josh Birk as they breakdown examples of using Apex for integration solutions. Apex has robust methods for handling both inbound requests into Salesforce and outbound calls into third party systems. This webinar will break down how Apex can be used in these cases as well as how to test the code once it is up and running.
Key Takeaways
- How Apex fits into an integration solution
- Using Apex to create custom endpoints
- Handling outbound calls with Apex
- How to achieve test coverage with mock interfaces
Intended Audience
Developers with Apex experience looking to integrate with either existing API’s or expanding the functionality of Salesforce API’s.
App Academy: Getting Started (Virtual Classroom) slides
Here are the key points about supporting Salesforce1:
- Consider building your app to be mobile-first so it works well on any device
- Test your app runs properly within the Salesforce1 container
- Leverage platform features like push notifications, geolocation, etc
- Package your app as a managed package so it can be installed via the AppExchange
- Provide guidance to customers on configuring your app for Salesforce1
- Monitor usage and feedback to refine the mobile experience over time
Building with Salesforce1 in mind expands your addressable market to include the large population of mobile-first users.
The document provides an overview of the key steps and components involved in the ISV partner lifecycle on Salesforce. It outlines the phases of plan, build, distribute, market, sell, and support. In the plan phase, partners can sign up for the partner community, complete online training, and get development environments. The build phase involves technical and security reviews of the app. In distribute, partners can list their app on AppExchange and use Trialforce. The market phase uses programs like AppExchange Marketing to generate leads. Sell involves managing leads and opportunities. Support provides customer support.
Developing on the Salesforce Platform With Clicks, Not Code
Are you a Business Analyst architecting business solutions in the cloud, but you don't write code? Or a Rockstar Admin considering Developer 401 Certification? Join us to see how other non-coders are transforming their companies, and redefining the word developer with the declarative development tools on the Salesforce Platform.
Salesforce1 Platform: Data Model, Relationships and Queries Webinar
In this webinar we will explore customizing your Salesforce1 data model. Different relationship types and utilisation in queries or in your custom Apex Code will be the main themes we will focus on. If you’ve ever wondered, “Lookup or Master Detail?”, or if even that question makes you scratch your head, this webinar is for you.
Key Takeaways
Tools for creating relationships
Key distinctions between Lookup and Master Detail relationships
Thinking beyond the database with relationships
Common query and Apex patterns when using relationship data
The document discusses strategies for solving complex data load challenges in Salesforce using various Salesforce APIs like the Bulk API, Metadata API, and Apex REST API. It proposes building your own dataloader (BYODL) using these APIs to extract, transform, and load large datasets into Salesforce in an automated way. The strategies are demonstrated through examples of loading opportunity data from external files into an org while handling relationships and duplicate records.
Varun Singh is a Salesforce developer with over 2 years of experience seeking a new challenging position. He has extensive experience designing and developing applications on the Salesforce platform including custom objects, Visualforce pages, Apex classes, triggers, and reports and dashboards. He currently works as a Salesforce developer for Nethusoft Pvt Ltd and has experience working on healthcare and inventory management projects involving customizations to meet client needs.
The document provides an overview of the sales lifecycle in Salesforce, including campaigns, leads, and opportunities. It discusses how campaign member status can track whether individuals responded to marketing campaigns. Leads contain information about potential customers and need to be qualified before being converted to opportunities. Opportunities allow companies to track revenue projections and forecast sales. The presentation emphasizes having a well-defined lead process and fewer opportunity stages to simplify tracking in the sales pipeline.
Salesforce1 Adoption Workshop - Silicon Valley User Group
This document summarizes a Salesforce1 Mobile App workshop. It includes:
1. An overview of the workshop agenda which covers the anatomy of the Salesforce1 app, getting started in your org, configuring the left navigation menu, and creating publisher actions.
2. A section on the anatomy of the Salesforce1 app, highlighting features like accessing CRM data, customizations, AppExchange apps, custom apps, notifications, feeds, hybrid user interface, and custom publisher actions on mobile.
3. A section on getting started in your org, including ensuring the correct connected app, notification, and mobile browser permissions are enabled.
Dreamforce 2013 Salesforce Fundamentals: Strategy for Opportunity Management
Dreamforce 2013 Presentation for Salesforce Fundamentals: Strategy for Opportunity Management. Presented by Deepa Patel, Halak Consulting, LLC, Shell Black, Shell Black LLC, Maria Beli, Case Partners, Bryan Boroughf, Monday Call
DF13 Salesforce Fundamentals: Strategy for Campaign and Lead Management
Dreamforce 2013 Salesforce Fundamentals: Strategy for Campaign and Lead Management presentation slide deck Presented by Deepa Patel, Halak Consulting, LLC, Shell Black, Shell Black, LLC, Maria Beli, CASE Partners, Bryan Boroughf, Monday Call
YOUR RELIABLE WEB DESIGN & DEVELOPMENT TEAM — FOR LASTING SUCCESS
WPRiders is a web development company specialized in WordPress and WooCommerce websites and plugins for customers around the world. The company is headquartered in Bucharest, Romania, but our team members are located all over the world. Our customers are primarily from the US and Western Europe, but we have clients from Australia, Canada and other areas as well.
Some facts about WPRiders and why we are one of the best firms around:
More than 700 five-star reviews! You can check them here.
1500 WordPress projects delivered.
We respond 80% faster than other firms! Data provided by Freshdesk.
We’ve been in business since 2015.
We are located in 7 countries and have 22 team members.
With so many projects delivered, our team knows what works and what doesn’t when it comes to WordPress and WooCommerce.
Our team members are:
- highly experienced developers (employees & contractors with 5 -10+ years of experience),
- great designers with an eye for UX/UI with 10+ years of experience
- project managers with development background who speak both tech and non-tech
- QA specialists
- Conversion Rate Optimisation - CRO experts
They are all working together to provide you with the best possible service. We are passionate about WordPress, and we love creating custom solutions that help our clients achieve their goals.
At WPRiders, we are committed to building long-term relationships with our clients. We believe in accountability, in doing the right thing, as well as in transparency and open communication. You can read more about WPRiders on the About us page.
Quantum Communications Q&A with Gemini LLM. These are based on Shannon's Noisy channel Theorem and offers how the classical theory applies to the quantum world.
An invited talk given by Mark Billinghurst on Research Directions for Cross Reality Interfaces. This was given on July 2nd 2024 as part of the 2024 Summer School on Cross Reality in Hagenberg, Austria (July 1st - 7th)
Transcript: Details of description part II: Describing images in practice - T...
This presentation explores the practical application of image description techniques. Familiar guidelines will be demonstrated in practice, and descriptions will be developed “live”! If you have learned a lot about the theory of image description techniques but want to feel more confident putting them into practice, this is the presentation for you. There will be useful, actionable information for everyone, whether you are working with authors, colleagues, alone, or leveraging AI as a collaborator.
Link to presentation recording and slides: https://bnctechforum.ca/sessions/details-of-description-part-ii-describing-images-in-practice/
Presented by BookNet Canada on June 25, 2024, with support from the Department of Canadian Heritage.
Best Practices and Tools for Backing Up Salesforce DataSalesforce Admins
This document discusses best practices and tools for backing up Salesforce data. It begins with forward-looking statements and risks related to Salesforce products and services. The main points are that regular data exports, history tracking, sandboxes, and audit logs can help mitigate data risks. Various paid tools are also described that can help with metadata deployment, data backup, and sandbox seeding. The document emphasizes having a data management plan with regular backups and monitoring to avoid potential data loss issues.
Become A Formula Writing Guru in 20 Minutes by Mike Martin & Shannon HoweSalesforce Admins
This document provides tips and examples for becoming proficient with formulas in Salesforce in just 20 minutes. It covers the use of IF vs CASE statements, AND/&&/OR/|| operators, TEXT vs VALUE functions, NOW/TODAY functions, CONTAINS/ISBLANK functions, and the CONCATENATE function with examples for each. The agenda suggests explaining six different formula applications in 20 minutes to help readers quickly learn common formulas.
Process Builder and Flow: An Admin's Trigger by Rich EnglhardSalesforce Admins
This document discusses Process Builder and Flow in Salesforce and how they can be used to automate workflows and processes. It provides examples of how Process Builder allows updating related records through lookup fields and child objects, and how Flow enables more complex conditional logic and processes that can be triggered by button clicks. The document recommends Process Builder and Flow as an admin's tools to create automated workflows and processes without code, acting as a stepping stone to becoming a developer.
Every Admin can benefit from knowing a little code! Join us to learn why it’s so beneficial to know how to code in the “Lightning” era, how to write your first Apex trigger, and your specific steps to continue learning Apex.
Fremont Salesforce Community Group - Salesforce Labs Day - Flow TemplatesJayant Jindal
This document introduces Flow Templates in Salesforce which allow users to start with pre-built automation processes and customize them for their specific business needs. It provides examples of templates available on AppExchange that address common use cases like provisioning community users, adding profile photos, relating multiple records, closing opportunities, and tagging objects. The templates offer a quick start, leverage industry best practices, and help accelerate automation development by eliminating the blank canvas problem.
Improving Enterprise Findability: Presented by Jayesh Govindarajan, SalesforceLucidworks
1) Jayesh Govindarajan presented on improving enterprise search and findability at Salesforce. He discussed how enterprise search differs from consumer search, challenges with enterprise findability, and machine learning algorithms like LETOR that can be used.
2) Govindarajan explained that diversity of data, intentions, and customers makes enterprise search more complex than consumer search. Most enterprise search relies on simple ranking functions that may not reflect relevance well.
3) Machine learning algorithms like logistic regression and learning to rank can learn relevance from user behavior data like clicks and views. These algorithms output ranking models that can be deployed to search engines like Solr.
Salesforce Innovates Faster with Agile - You Can TooDreamforce
For years, over 400 teams at Salesforce have been using the Salesforce Platform to manage everything agile including sprints, code releases, kanban, and much more. For the first time earlier this year, Salesforce released these tools to AppExchange in a package called Salesforce Agile Accelerator_. Join us to learn how Salesforce and Pendo.io connect customers with development using Agile Accelerator. By building leveraging the Salesforce platform, Pendo will demonstrate how they have consolidated new feature work, case tracking, and bug tracking onto the Salesforce platform.
The document discusses best practices for user adoption of Salesforce. It recommends establishing adoption strategy early, gaining executive sponsorship, and engaging users at all levels. It also stresses the importance of communication, training, productivity tools, and metrics to track adoption. Companies discussed saw improved results including stronger alignment, increased user engagement, and new revenue attributed to Salesforce adoption.
The document introduces new solutions from Salesforce Labs for Lightning Flow, Bolt, Components and more that are available on AppExchange, including ready-to-install apps, components, and solutions to solve common business challenges, as well as innovations from Salesforce Labs for Einstein, Flows, and other products. It provides details on several new solutions that are available, such as Flow Magic Picklist, Einstein Vision and Language Model Builder, and myV2MOM, and encourages exploring more lab solutions on AppExchange.
- Steve Molis, known as "SteveMo", is a self-taught Salesforce administrator and developer who was taught "The Power of One", a formula for counting records, at Dreamforce 2009 by Thomas Tobin.
- "The Power of One" is a simple formula that can be added to any object as a number field to count the number of records.
- The presentation discusses using custom summary formulas and functions like PREVGROUPVAL to calculate year-over-year variance in opportunity counts in a report.
- Steve Molis, known as "SteveMo", is a self-taught Salesforce administrator and developer who was taught "The Power of One", a formula for counting records, at Dreamforce 2009 by Thomas Tobin.
- "The Power of One" is a simple formula that can be added to any object as a number field to count the number of records.
- The presentation discusses using custom summary formulas and functions like PREVGROUPVAL to calculate year-over-year variance in opportunity counts in a report.
Part of what truly makes a platform is an ability to integrate with third party devices, servers and software. Join Ami Assayag and Kirk Steffke from CRM Science and Developer Evangelist Josh Birk as they breakdown examples of using Apex for integration solutions. Apex has robust methods for handling both inbound requests into Salesforce and outbound calls into third party systems. This webinar will break down how Apex can be used in these cases as well as how to test the code once it is up and running.
Key Takeaways
- How Apex fits into an integration solution
- Using Apex to create custom endpoints
- Handling outbound calls with Apex
- How to achieve test coverage with mock interfaces
Intended Audience
Developers with Apex experience looking to integrate with either existing API’s or expanding the functionality of Salesforce API’s.
Here are the key points about supporting Salesforce1:
- Consider building your app to be mobile-first so it works well on any device
- Test your app runs properly within the Salesforce1 container
- Leverage platform features like push notifications, geolocation, etc
- Package your app as a managed package so it can be installed via the AppExchange
- Provide guidance to customers on configuring your app for Salesforce1
- Monitor usage and feedback to refine the mobile experience over time
Building with Salesforce1 in mind expands your addressable market to include the large population of mobile-first users.
The document provides an overview of the key steps and components involved in the ISV partner lifecycle on Salesforce. It outlines the phases of plan, build, distribute, market, sell, and support. In the plan phase, partners can sign up for the partner community, complete online training, and get development environments. The build phase involves technical and security reviews of the app. In distribute, partners can list their app on AppExchange and use Trialforce. The market phase uses programs like AppExchange Marketing to generate leads. Sell involves managing leads and opportunities. Support provides customer support.
Are you a Business Analyst architecting business solutions in the cloud, but you don't write code? Or a Rockstar Admin considering Developer 401 Certification? Join us to see how other non-coders are transforming their companies, and redefining the word developer with the declarative development tools on the Salesforce Platform.
Salesforce1 Platform: Data Model, Relationships and Queries WebinarSalesforce Developers
In this webinar we will explore customizing your Salesforce1 data model. Different relationship types and utilisation in queries or in your custom Apex Code will be the main themes we will focus on. If you’ve ever wondered, “Lookup or Master Detail?”, or if even that question makes you scratch your head, this webinar is for you.
Key Takeaways
Tools for creating relationships
Key distinctions between Lookup and Master Detail relationships
Thinking beyond the database with relationships
Common query and Apex patterns when using relationship data
The document discusses strategies for solving complex data load challenges in Salesforce using various Salesforce APIs like the Bulk API, Metadata API, and Apex REST API. It proposes building your own dataloader (BYODL) using these APIs to extract, transform, and load large datasets into Salesforce in an automated way. The strategies are demonstrated through examples of loading opportunity data from external files into an org while handling relationships and duplicate records.
Varun Singh is a Salesforce developer with over 2 years of experience seeking a new challenging position. He has extensive experience designing and developing applications on the Salesforce platform including custom objects, Visualforce pages, Apex classes, triggers, and reports and dashboards. He currently works as a Salesforce developer for Nethusoft Pvt Ltd and has experience working on healthcare and inventory management projects involving customizations to meet client needs.
The document provides an overview of the sales lifecycle in Salesforce, including campaigns, leads, and opportunities. It discusses how campaign member status can track whether individuals responded to marketing campaigns. Leads contain information about potential customers and need to be qualified before being converted to opportunities. Opportunities allow companies to track revenue projections and forecast sales. The presentation emphasizes having a well-defined lead process and fewer opportunity stages to simplify tracking in the sales pipeline.
Salesforce1 Adoption Workshop - Silicon Valley User GroupDeepa Patel
This document summarizes a Salesforce1 Mobile App workshop. It includes:
1. An overview of the workshop agenda which covers the anatomy of the Salesforce1 app, getting started in your org, configuring the left navigation menu, and creating publisher actions.
2. A section on the anatomy of the Salesforce1 app, highlighting features like accessing CRM data, customizations, AppExchange apps, custom apps, notifications, feeds, hybrid user interface, and custom publisher actions on mobile.
3. A section on getting started in your org, including ensuring the correct connected app, notification, and mobile browser permissions are enabled.
Dreamforce 2013 Salesforce Fundamentals: Strategy for Opportunity ManagementDeepa Patel
Dreamforce 2013 Presentation for Salesforce Fundamentals: Strategy for Opportunity Management. Presented by Deepa Patel, Halak Consulting, LLC, Shell Black, Shell Black LLC, Maria Beli, Case Partners, Bryan Boroughf, Monday Call
DF13 Salesforce Fundamentals: Strategy for Campaign and Lead ManagementDeepa Patel
Dreamforce 2013 Salesforce Fundamentals: Strategy for Campaign and Lead Management presentation slide deck Presented by Deepa Patel, Halak Consulting, LLC, Shell Black, Shell Black, LLC, Maria Beli, CASE Partners, Bryan Boroughf, Monday Call
YOUR RELIABLE WEB DESIGN & DEVELOPMENT TEAM — FOR LASTING SUCCESS
WPRiders is a web development company specialized in WordPress and WooCommerce websites and plugins for customers around the world. The company is headquartered in Bucharest, Romania, but our team members are located all over the world. Our customers are primarily from the US and Western Europe, but we have clients from Australia, Canada and other areas as well.
Some facts about WPRiders and why we are one of the best firms around:
More than 700 five-star reviews! You can check them here.
1500 WordPress projects delivered.
We respond 80% faster than other firms! Data provided by Freshdesk.
We’ve been in business since 2015.
We are located in 7 countries and have 22 team members.
With so many projects delivered, our team knows what works and what doesn’t when it comes to WordPress and WooCommerce.
Our team members are:
- highly experienced developers (employees & contractors with 5 -10+ years of experience),
- great designers with an eye for UX/UI with 10+ years of experience
- project managers with development background who speak both tech and non-tech
- QA specialists
- Conversion Rate Optimisation - CRO experts
They are all working together to provide you with the best possible service. We are passionate about WordPress, and we love creating custom solutions that help our clients achieve their goals.
At WPRiders, we are committed to building long-term relationships with our clients. We believe in accountability, in doing the right thing, as well as in transparency and open communication. You can read more about WPRiders on the About us page.
Quantum Communications Q&A with Gemini LLM. These are based on Shannon's Noisy channel Theorem and offers how the classical theory applies to the quantum world.
An invited talk given by Mark Billinghurst on Research Directions for Cross Reality Interfaces. This was given on July 2nd 2024 as part of the 2024 Summer School on Cross Reality in Hagenberg, Austria (July 1st - 7th)
Transcript: Details of description part II: Describing images in practice - T...BookNet Canada
This presentation explores the practical application of image description techniques. Familiar guidelines will be demonstrated in practice, and descriptions will be developed “live”! If you have learned a lot about the theory of image description techniques but want to feel more confident putting them into practice, this is the presentation for you. There will be useful, actionable information for everyone, whether you are working with authors, colleagues, alone, or leveraging AI as a collaborator.
Link to presentation recording and slides: https://bnctechforum.ca/sessions/details-of-description-part-ii-describing-images-in-practice/
Presented by BookNet Canada on June 25, 2024, with support from the Department of Canadian Heritage.
Quality Patents: Patents That Stand the Test of TimeAurora Consulting
Is your patent a vanity piece of paper for your office wall? Or is it a reliable, defendable, assertable, property right? The difference is often quality.
Is your patent simply a transactional cost and a large pile of legal bills for your startup? Or is it a leverageable asset worthy of attracting precious investment dollars, worth its cost in multiples of valuation? The difference is often quality.
Is your patent application only good enough to get through the examination process? Or has it been crafted to stand the tests of time and varied audiences if you later need to assert that document against an infringer, find yourself litigating with it in an Article 3 Court at the hands of a judge and jury, God forbid, end up having to defend its validity at the PTAB, or even needing to use it to block pirated imports at the International Trade Commission? The difference is often quality.
Quality will be our focus for a good chunk of the remainder of this season. What goes into a quality patent, and where possible, how do you get it without breaking the bank?
** Episode Overview **
In this first episode of our quality series, Kristen Hansen and the panel discuss:
⦿ What do we mean when we say patent quality?
⦿ Why is patent quality important?
⦿ How to balance quality and budget
⦿ The importance of searching, continuations, and draftsperson domain expertise
⦿ Very practical tips, tricks, examples, and Kristen’s Musts for drafting quality applications
https://www.aurorapatents.com/patently-strategic-podcast.html
Understanding Insider Security Threats: Types, Examples, Effects, and Mitigat...Bert Blevins
Today’s digitally connected world presents a wide range of security challenges for enterprises. Insider security threats are particularly noteworthy because they have the potential to cause significant harm. Unlike external threats, insider risks originate from within the company, making them more subtle and challenging to identify. This blog aims to provide a comprehensive understanding of insider security threats, including their types, examples, effects, and mitigation techniques.
BT & Neo4j: Knowledge Graphs for Critical Enterprise Systems.pptx.pdfNeo4j
Presented at Gartner Data & Analytics, London Maty 2024. BT Group has used the Neo4j Graph Database to enable impressive digital transformation programs over the last 6 years. By re-imagining their operational support systems to adopt self-serve and data lead principles they have substantially reduced the number of applications and complexity of their operations. The result has been a substantial reduction in risk and costs while improving time to value, innovation, and process automation. Join this session to hear their story, the lessons they learned along the way and how their future innovation plans include the exploration of uses of EKG + Generative AI.
TrustArc Webinar - 2024 Data Privacy Trends: A Mid-Year Check-InTrustArc
Six months into 2024, and it is clear the privacy ecosystem takes no days off!! Regulators continue to implement and enforce new regulations, businesses strive to meet requirements, and technology advances like AI have privacy professionals scratching their heads about managing risk.
What can we learn about the first six months of data privacy trends and events in 2024? How should this inform your privacy program management for the rest of the year?
Join TrustArc, Goodwin, and Snyk privacy experts as they discuss the changes we’ve seen in the first half of 2024 and gain insight into the concrete, actionable steps you can take to up-level your privacy program in the second half of the year.
This webinar will review:
- Key changes to privacy regulations in 2024
- Key themes in privacy and data governance in 2024
- How to maximize your privacy program in the second half of 2024
7 Most Powerful Solar Storms in the History of Earth.pdfEnterprise Wired
Solar Storms (Geo Magnetic Storms) are the motion of accelerated charged particles in the solar environment with high velocities due to the coronal mass ejection (CME).
How RPA Help in the Transportation and Logistics Industry.pptxSynapseIndia
Revolutionize your transportation processes with our cutting-edge RPA software. Automate repetitive tasks, reduce costs, and enhance efficiency in the logistics sector with our advanced solutions.
How Social Media Hackers Help You to See Your Wife's Message.pdfHackersList
In the modern digital era, social media platforms have become integral to our daily lives. These platforms, including Facebook, Instagram, WhatsApp, and Snapchat, offer countless ways to connect, share, and communicate.
Advanced Techniques for Cyber Security Analysis and Anomaly DetectionBert Blevins
Cybersecurity is a major concern in today's connected digital world. Threats to organizations are constantly evolving and have the potential to compromise sensitive information, disrupt operations, and lead to significant financial losses. Traditional cybersecurity techniques often fall short against modern attackers. Therefore, advanced techniques for cyber security analysis and anomaly detection are essential for protecting digital assets. This blog explores these cutting-edge methods, providing a comprehensive overview of their application and importance.
Blockchain technology is transforming industries and reshaping the way we conduct business, manage data, and secure transactions. Whether you're new to blockchain or looking to deepen your knowledge, our guidebook, "Blockchain for Dummies", is your ultimate resource.
The Increasing Use of the National Research Platform by the CSU Campuses
Dreamfoce 2013 Formula Ninjas
1. Formula Ninjas
Deepa Patel, Halak Consulting, LLC, President
@halakconsulting
Steve Molis, Epsilon, Salesforce Administrator
@stevemorforce
Francisc Pindar, Radnip, Technical Consultant
@radnip
2. Safe harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
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 projections of product or service availability, 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.
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 growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any
litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our
relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our
service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to
larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is
included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent
fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor
Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, 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 the 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.
5. All about Halak Consulting, LLC
Halak Consulting LLC a Salesforce partner. We help firms
identify problem areas and propose solutions that meet the
firm’s requirements.
We work with clients to define their business goals, analyze current
business infrastructure and identify nonexistent business processes.
We focus only on Salesforce.com software services
Silicon Valley User group co-leader, run Process & Strategy and
Salesforce Certification Study Group on Success Community
Visit Us – www.halakconsulting.com
www.linkedin.com/in/deepapatelhalakconsulting/
6. Formula Ninjas - Basics
Traditional Formula Writing
Compared to
Writing Formulas in Salesforce
7. Formula Ninjas - Basics
Simple If Formula Statement
Traditional Formula:
If Apple =
Salesforce Formula:
then
Good to Eat
ELSE
IF (Apple = "Red", "Good to Eat",
"Not Good to Eat")
Not Good to Eat
END IF
In Salesforce world:
IF( field = "Value", then do this, else do that) Comma is use in place of “THEN” and
“ELSE”. Right parenthesis is used in place of “END IF”.
8. Formula Ninjas - Basics
What do you do if you have nested if statements
Traditional Formula:
IF Apple =
Salesforce Formula:
then Sour
If( Apple = "Green", "Sour"),
ELSE
If Apple =
If (Apple = "Yellow", "Semi Sweet"),
then Semi Sweet
If (Apple = "Red", "Delicious"),
ELSE
If Apple =
"Rotten"
then Delicious
)
ELSE
)
Rotten
END IF
END IF
END IF
)
9. Formula Ninjas - Basics
Now what if we want to use “AND” in our formula
Traditional Formula:
Salesforce Formula:
IF Apple =
AND Apple =
Good to Eat
ELSE
Not Good to Eat
END IF
IF(
AND(Apple = "Yellow", Apple = "Red"),
"Good to Eat", "Not Good to Eat"
)
OR
IF(
(Apple = "Yellow" && Apple = "Red"),
"Good to Eat", "Not Good to Eat"
)
Salesforce World:
AND(value 1, value 2, value 3....)
(value 1 && value 2 && value 3...)
10. Formula Ninjas - Basics
Same applies to the “OR” criteria
Traditional Formula:
Salesforce Formula:
IF Apple =
OR Apple =
Good to Eat = “Yes"
ELSE
Good to Eat = “No"
END IF
IF(
OR(Apple = "Yellow", Apple = "Red"),
"Good to Eat", "Not Good to Eat"
)
OR
IF(
(Apple = "Yellow" || Apple = "Red"),
"Good to Eat", "Not Good to Eat"
)
Salesforce World:
OR(value 1, value 2, value 3....)
(value 1 || value 2 || value 3...)
11. Formula Ninjas - Basics
Now lets combine the "AND" & "OR" parameters
IF Picklist value is "Closed/Won" OR "Closed/Lost" AND Marketing Qualified Date
is not blank, then Calculate Close Date - Marketing Qualified Date
Traditional Formula:
IF (StageName = "Closed/Won" OR StageName = "Closed/Lost") AND
Marketing Qualified Date <> Blank then
Days to Close = Closed Date - Marketing Qualified Date ELSE
Days to Close = 0
End IF
12. Formula Ninjas - Basics
Now lets combine the "AND" & "OR" parameters
Salesforce Formula:
IF(
AND (
OR(ISPICKVAL(StageName, "Closed/Won"), ISPICKVAL(StageName,
"Closed/Lost)), //Stage Field is a Picklist field
NOT(ISBLANK(Marketing Qualified Date))
),
(CloseDate) - DATEVALUE(Marketing Qualified Date), // Marketing Qualified
Date is a DateTime Field
0
)
13. Formula Ninjas - Basics
Now lets combine the "AND" & "OR" parameters
Salesforce Formula:
OR – a little more easier to interpret
IF(
((ISPICKVAL(StageName, "Closed/Won") || ISPICKVAL(StageName,
"Closed/Lost)) &&
NOT(ISBLANK(Marketing Qualified Date))),
(CloseDate) - DATEVALUE(Marketing Qualified Date),
0
)
14. Formula Ninjas - Basics
Lets look at two "AND" statements and two "OR" statements
Traditional Formula:
IF (StageName = "Closed/Won" OR StageName = "Closed/Lost")
AND
(Unqualified Date = " " OR Marketing Qualified Date = " " ) then
Calculate CloseDate - Created Date)
End If
15. Formula Ninjas - Basics
Lets look at two "AND" statements and two "OR" statements
Salesforce Formula:
IF (
AND (
OR(
ISPICKVAL( StageName , "Closed/Won"), ISPICKVAL( StageName ,
"Closed/Lost")
),
OR (
ISBLANK( Unqualified Date ), ISBLANK( Marketing Qualified Date)
)
),
( CloseDate) - DATEVALUE( CreatedDate),
0
)
16. Formula Ninjas - Basics
Lets look at two "AND" statements and two "OR" statements
Salesforce Formula:
OR– a little more easier to interpret
IF (
(ISPICKVAL( StageName , "Closed/Won") || ISPICKVAL( StageName ,
"Closed/Lost"))
&&
(ISBLANK( Unqualified Date ) || ISBLANK( Marketing Qualified Date)),
( CloseDate) - DATEVALUE( CreatedDate),
0
)
17. Formula Ninjas
Business Case
We want to see a score card for all accounts that have not been followed up
on for the last 30 days
Sales reps are supposed to follow up with their accounts at least once in 30 days. How can I see a
score card that allows me to see at a glance which accounts have been followed up on?
Solution
We built seven fields to build out this whole process:
Follow up Interval Days – By default this will be 30 days
Initial Follow up Date – Need this as this shows the deadline for when an account is first added
Follow up Status Flag – This will hold our colorful flags for the score card.
Account Last Activity Date – Inherit the system Last Activity Date
Next Follow up Date – Shows the next deadline for follow up
Days Since Last Activity – Calculates how long an account has not been followed up for
Account Follow Up status – values in this field are used to populate the Follow Up Status Flag
18. Formula Ninjas
Field Name
Follow up Interval Days
Initial Follow up Date
Follow up Status
Account Last Activity Date
Next Follow Up Date
Days Since Last Activity
Account Follow Up Status
Field Type
Number – Default 30
Date
Text
Date
Date
Number
Text
Attribute
Read Only
Formula
Formula
Formula
Formula
Formula
Formula - hidden
19. Formula Ninjas
Formulas
• Initial Follow Up Date – CreatedDate + Follow_up_Interval_Days__c
• Days Since Last Activity - IF( ISBLANK( LastActivityDate), (TODAY() Initial_Follow_up_Date__c ), ( TODAY() - LastActivityDate) )
• Account Follow Up Status - IF( Days_Since_Last_Activity__c >
Follow_up_Interval_Days__c , "Red", "Green")
• Follow Up Status - CASE( Account_Followup_Status__c ,
"Red", IMAGE ("/servlet/servlet.FileDownload?file=01550000000rzRO", "Red", 16,16),
“Blue", IMAGE ("/servlet/servlet.FileDownload?file=01550000000rzRG", “Blue", 16,16),
"")
• Account Last Activity Date – LastActivityDate
• Next Follow Up Date - LastActivityDate + Follow_up_Interval_Days__c
• Days Since Last Activity - IF( ISBLANK( LastActivityDate), (TODAY() Initial_Follow_up_Date__c ), ( TODAY() - LastActivityDate) )
23. All about Francis Pindar
Solutions Architect with over 15 years in the web world. Now
working on global Salesforce.com projects.
Founding member & architect of NCALT; eLearning service being used
by over 120k British civil servants on a weekly basis.
My #DF13 Sessions today:
– Salesforce Integration (Hilton 1pm-2pm)
– Apex 10 Commandments (Moscone West 4pm – 4.45pm)
Spare time I work in film, theatre & TV and most recently producer for
RENT in London. BAFTA nominated work on www.thelandofme.com
http://linkedin.com/in/francisuk/ or @radnip
26. Installing Salesforce Enhanced Formula Editor
1. Load Google Chrome Browser
2. http://bit.ly/FormulaEditor
3.
4. Say thanks to Kyle Peterson (@kpeterson85)
27. DISTANCE() Formula
Calculates the distance between two locations in miles or kilometers:
• Syntax:
DISTANCE(mylocation1, mylocation2, “unit”)
• Examples:
• DISTANCE(warehouse_location__c, store_location__c, “mi”)
• DISTANCE(warehouse_location__c, GEOLOCATION(37.775,-122.418), “km”)
30. All about SteveMo
3 Time Salesforce MVP: 2011, 2012, 2013
Success Community: 1,700+ Best Answers
DeveloperForce: 400+ Solutions Authored
Pliny the Elder's owed: 2,100+
1 App named after me “Thanks Reid Carlberg!”
0 Salesforce Admin or Developer Certifications
Self-Taught Salesforce Administrator/Developer
Community College Drop-Out: 0.67 GPA *
* Margin of error: +/- 0.67
31. > 1 way to deal with a Picklist field (or skin a cat) *
• ISPICKVAL
• CASE
• TEXT
• ISBLANK
• VALUE
• BEGINS
• CONTAINS
* No Animals Were Harmed in the Making of These Formulas
32. > 1 way to deal with a Picklist field (or skin a cat) *
33. > 1 way to deal with a Picklist field (or skin a cat) *
Function: ISPICKVAL (aka “old faithful”)
Function: CASE
Description: Determines if the value of a picklist field is
equal to a text literal you specify.
Description: Checks a given expression against a series of
values.
Example:
Example:
IF(ISPICKVAL(Weather, "Zombies!"), "RUN!!!",
CASE(Weather,
IF(ISPICKVAL(Weather, "HOT"), "Go Swimming",
"Zombies!", "RUN!!!",
IF(ISPICKVAL(Weather, "WARM"), "Play Wiffle Ball",
"HOT", "Go Swimming",
IF(ISPICKVAL(Weather, "COLD"), "Sit by the fire",
"WARM", "Play Wiffle Ball",
"Send out for Pizza"))))
"COLD", "Sit by the fire",
"Send out for Pizza")
34. > 1 way to deal with a Picklist field (or skin a cat)
Function: TEXT
Description: Converts picklist values to text in Validation Rules, Formula Fields, and Workflow Field Updates.
So you can do stuff like this…
35. > 1 way to deal with a Picklist field (or skin a cat)
Problem:
Make a custom picklist field called “Loss Reason”
required if the Opportunity Stage is Closed/Lost.
36. > 1 way to deal with a Picklist field (or skin a cat)
Solution:
Create a Validation Rule
Formula:
AND(
TEXT(StageName) = "Closed Lost",
ISBLANK(TEXT(Loss_Reason__c)))
37. > 1 way to deal with a Picklist field (or skin a cat)
Problem:
Calculate the Opportunity Discount Amount from
Discount% (a custom picklist field)
38. > 1 way to deal with a Picklist field (or skin a cat)
Solution:
Create a custom field
Datatype: Formula
Result: Currency
Formula:
Amount * ( VALUE( TEXT( Discount_Pct__c )) / 100)
39. > 1 way to deal with a Picklist field (or skin a cat)
Tip:
Create a custom Enhanced List
View or Report to double-check
your Formulas
40. > 1 way to deal with a Picklist field (or skin a cat)
Problem:
Require priority 1-3 for any “Existing Customer”
opportunities.
41. > 1 way to deal with a Picklist field (or skin a cat)
Solution:
Create a Validation Rule
Formula:
AND(
BEGINS(TEXT(Type),"Existing"),
VALUE(TEXT( Priority__c )) > 3))
42. > 1 way to deal with a Picklist field (or skin a cat)
Problem:
Do not allow “Renewal” Cases for Inactive
Accounts
43. > 1 way to deal with a Picklist field (or skin a cat)
Solution:
Create a Validation Rule
Formula:
AND(Account.Active__c = FALSE,
CONTAINS( TEXT(Status) , "Renewal"))
44. Formula Ninjas
Resources
• Introduction to Formulas http://wiki.developerforce.com/page/An_Introduction_to_Formulas
• Formulas Quick Reference Guide https://na13.salesforce.com/help/pdfs/en/salesforce_formulas_cheatsheet.pdf
• Useful Validation Rules http://na13.salesforce.com/help/pdfs/en/salesforce_useful_validation_formulas.p
df
• Building a Cross Object Formula https://help.salesforce.com/HTViewHelpDoc?id=fields_creating_cross_object_a
dvanced.htm&language=en_US
45. Deepa Patel
Steve Molis
Francis Pindar
President
@halakconsulting
Salesforce Administrator
@SteveMoForce
Technical Consultant
@radnip