The document discusses various formulas that can be used when writing formulas in Salesforce, including IF statements, CASE statements, AND/OR logic, and nested IF statements. It also provides examples of how to write formulas for business cases like lead scoring and qualification. Finally, it discusses best practices for maintaining data quality through the use of validation rules, workflow rules, and publisher actions.
From Shirlaws, the business owners’ guide to creating a profitable, sustainable business that rewards you richly in time and money.
An introduction to a number of the tools, frameworks and concepts that Shirlaws Business Coaches use to help businesses and leaders drive value for themselves and their organisations
This document lists the campuses of the National Institute of Fashion Technology (NIFT) across India, including their locations, contact numbers, and email addresses of the directors. It provides information on 15 NIFT campuses located in New Delhi, Bengaluru, Bhopal, Bhubaneswar, Chennai, Gandhinagar, Hyderabad, Jodhpur, Kolkata, Kannur, Mumbai, Patna, Raebareli, Kangra, and Shillong. Each campus listing includes the address, contact number, and email of the campus director.
Este documento describe tres tipos de modelos implementados en la herramienta CUBIFOR: 1) modelos del perfil del árbol, que describen la forma del tronco y su decrecimiento de diámetro con la altura; 2) curvas hipsométricas, que relacionan la altura y el diámetro; y 3) modelos del espesor de corteza. CUBIFOR se usa para calcular volúmenes, clasificar productos, y estimar biomasa y CO2 en masas forestales de Castilla y León.
Integracoop es una cooperativa que ofrece préstamos rápidos de entre $500.000 a $60'000.000 con plazos de 6 a 60 meses para proyectos personales o de pensionados. A diferencia de bancos, consideran solicitudes de personas con reportes negativos. El proceso incluye revisión de documentos, verificación y desembolso en 48 horas. Su misión es brindar servicios eficientes para mejorar la calidad de vida de sus clientes.
1) El documento presenta información sobre autores del Renacimiento europeo como Ludovico Ariosto, Torquato Tasso, Francesco Petrarca, Giovanni Boccaccio y Nicolás Maquiavelo, entre otros.
2) Se proporcionan detalles biográficos básicos de cada autor y una lista de sus principales obras.
3) Los autores descritos son poetas, dramaturgos y humanistas italianos y europeos que desempeñaron un papel importante en el desarrollo de la literatura renacentista.
El sistema NWP HARMONIE: Introducción a la Computación de Altas
Este documento presenta una introducción a la computación de alta prestación y al sistema OpenMP. En las tres primeras jornadas se cubrirán conceptos básicos de computación paralela, programación en memoria compartida usando OpenMP, y programación en memoria distribuida usando MPI. Los asistentes aprenderán sobre taxonomías de Flynn, la ley de Amdahl, arquitecturas de memoria, y paradigmas de programación paralela. También se incluirán ejercicios prácticos para aplicar estos conceptos.
Este documento describe los detalles de una licitación pública realizada por la Municipalidad Provincial de San Roman-Juliaca para la adquisición del suministro de combustible para sus distintas dependencias. Se especifican los objetivos, alcances, participantes, procedimientos, cronograma y requisitos de la licitación. La licitación se realizará a través de una subasta inversa presencial para la compra de 55,325 galones de diesel y 7,433 galones de gasolina por un valor referencial total de S/. 723,946.90.
Este documento presenta los servicios de diseño estratégico, de identidad de marca y de innovación de una agencia de diseño. La agencia utiliza metodologías como el design thinking, lean startup y agile para ayudar a sus clientes a adaptarse al cambio mediante el diseño de productos, servicios, negocios y ecosistemas. La agencia se enfoca en dar sentido a las interacciones dentro de los sistemas que diseña.
Este documento contiene cartas escritas por niños a Jesús, donde le hacen preguntas sobre diversos temas como su naturaleza divina, los milagros, la creación del universo y los animales, entre otros. Los niños cuestionan aspectos de la religión cristiana con curiosidad e inocencia infantil.
Zalando is a leading online fashion retailer in Europe with over €2 billion in annual revenue. It has established itself as the top online fashion destination on the continent through its large selection of brands and styles, convenient shopping experience, and rapid expansion across 15 European markets. Zalando's scale enables it to provide value to both customers and brand partners, and its founder-led management team has proven adept at innovating and growing the business quickly since its founding in 2008.
Este documento trata sobre el maltrato infantil. Explica las justificaciones y objetivos del estudio del tema, incluyendo conocer las causas y consecuencias del maltrato. Describe brevemente la historia del maltrato infantil y las teorías sobre la violencia. Además, presenta datos sobre la incidencia mundial del maltrato, define el concepto, y explica los tipos, factores, manifestaciones e intervenciones relacionadas con el maltrato infantil. Finalmente, plantea conclusiones y recomendaciones sobre la prevención y atención
Move Out of Excel and into a Pre-Lead Workspace by Dan Donin
This document discusses building a "Pre-Lead Workspace" custom object in Salesforce to keep incomplete lead list data separate from the lead object. It includes:
- Creating a custom object with fields to store pre-lead data
- Using validation rules and process builder to automatically move records to the lead object when complete
- An example user interface and how users would interact with it
The goal is to prevent dirty or incomplete data from entering the lead object directly, while still allowing users to work with pre-lead lists in Salesforce instead of Excel. When enough data is entered, records would automatically convert to leads.
Become A Formula Writing Guru in 20 Minutes by Mike Martin & Shannon Howe
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.
The document outlines 10 commandments or best practices for developing on the Salesforce platform:
1. Keep code simple with the KISS principle
2. Avoid putting queries in for loops
3. Avoid putting DML operations in for loops
4. Only have one trigger per object
5. Only put trigger execution logic in triggers
6. Balance clicks vs code for a happy admin and developer
7. Use maps for efficient queries when needed
8. Leverage relationships to reduce queries
9. Aim for 100% test coverage of all code
10. Write meaningful tests that assert expected behavior
The document provides guidelines but also notes they can be broken when
The document discusses controls and technical features in Salesforce, including S-Controls and formula fields. It provides examples of how Kaplan Financial and Tacpoint Technologies used custom objects, formula fields, roll-up summaries, and custom links to build automated sales reports and improve their lead conversion processes. The key lessons are to be careful with master-detail relationships and formula size, and that technical features can enhance users' experience and make processes more efficient.
This document provides background information about Steve Molis, including that he is a 5-time Salesforce MVP who is self-taught and dropped out of community college with a 0.67 GPA. It also contains a safe harbor statement for any forward-looking statements and discusses various risks to the company. The document provides resources for learning more about formulas, including Trailhead modules and documentation. It encourages providing feedback via a survey for a chance to win a GoPro.
1. The document provides an introduction to formulas in Salesforce, breaking them down into three parts: data in, business logic, and value out.
2. It demonstrates how to use common functions like IF, AND, OR, and CASE to build formulas based on different use cases.
3. Examples show how to create formulas to calculate opportunity age, display priority flags for cases, and identify strategic opportunities.
Developing Offline Mobile Apps with the Salesforce.com Mobile SDK SmartStore,...
This document discusses developing offline mobile apps using Salesforce Mobile SDK. It provides an overview of SmartStore and SmartSync, which allow storing and syncing data locally on mobile devices. Key terminology for SmartStore includes stores, soups, and index specs. SmartSync extends Backbone.js and can be used with or without a SmartStore cache. Patterns like offline queueing are discussed to enable successful offline usage.
Using AI for Providing Insights and Recommendations on Activity Data Alexis R...
In the customer age, being able to extract relevant communications information in real-time and cross reference it with context is key. Learn how Salesforce Inbox is using data science and engineering to enable salespeople to monitor their emails in real-time and surface insights and recommendations.
Salesforce is developing Einstein, an artificial intelligence capability built into the core of the Salesforce Platform. Einstein helps power the world’s smartest CRM to deliver advanced AI capabilities to sales, services, and marketing teams – allowing them to discover new insights, predict likely outcomes to power smarter decision making, recommend next steps, and automate workflows so users can focus on building meaningful relationships with every customer.
Find out how Salesforce Einstein Inbox combines activity data, such as emails, with contextual and CRM data to provide real-time insights and recommended actions. Learn about use cases, architecture, and how a variety of technologies including data engineering, data science, graph processing, NLP, machine learning and deep learning are combined together to support the application.
This session will include an interactive demo where you’ll get to see the associated code using notebooks running Spark.
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.
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.
Simplify Complex Data with Dynamic Image Formulas by Chandler Anderson
This document discusses using icons in Salesforce to simplify complex data and empower users. It provides tips on creating icon image fields, including using static resources to store icon image files, picklist or formula criteria fields to determine which icon to display, and image formula fields to display the icons using the IMAGE function referencing the static resource. Demoing the implementation is suggested to really understand how it works. Additional tips include using naming conventions, combining multiple icons in one field, using help text to explain icons, and including legends for image fields via custom links.
Developing Offline Mobile Apps With Salesforce Mobile SDK SmartStore
At some point, all mobile app users lose their data signal. Join us to learn best-practices for coding for offline requirements with the salesforce.com Mobile SDK. We'll develop a simple app using SmartStore offline storage, highlighting the new SmartSQL and SmartSync features. With these tools, you can take your mobile apps to the next level, developing native and hybrid applications on iOS and Android that have offline access to your 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.
This document provides an overview and introduction to Apex for developers. It begins with an introduction to Apex and the Salesforce platform. It then outlines the agenda which includes an overview of the platform, writing Apex classes, accessing data using SOQL and DML, writing triggers, and additional topics like Visualforce, REST APIs, and unit testing. It encourages participants to use their developer environment and provides a link to sign up. It describes what will be built in the session which is an app to manage sessions and speakers at a conference. It includes two forward-looking statements disclaimers.
Presentation from Salesforce.org Higher Ed Summit 2018 by: Jacqueline DiMare, USC, and Christine Chen, UC Innovation.
Leveraging the Salesforce platform to address Advancement data integrity and data volume challenges.
Watch a recording of this presentation: https://youtu.be/gZ6ZTncQBZ0
One of the core advantages of the Salesforce Analytics Cloud is the ability to process extremely large data sets without sacrificing performance. Building those data sets is not always easy. Vendor tools do a great job but can be expensive and, in some cases, organizations need complete control over their data transformations. In this session, we will explore the different native options available for loading data into the Analytics Cloud, and review the pros and cons of using Apex. We will demonstrate a simple data loader app built with the Analytics Cloud simple API.
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.
SOQL (Salesforce Object Query Language) queries are a great way for Admins to easily and quickly access, analyze, and manipulate their Salesforce data. Learn how to apply your knowledge of report builder filters and formulas to help you write SOQL queries. You’ll take away a whole new way of accessing your data and an understanding of how this will save you valuable time.
1) The document discusses strategies for increasing sales effectiveness in small businesses, focusing on two case studies.
2) The first case study describes how Bronto Software improved sales productivity and accountability by implementing clear metrics and goals, research tools, and the Jigsaw sales database.
3) The second case study explains how Brainshark and ZoomInfo partnered to more efficiently generate qualified sales leads through targeted database searches, email marketing with tracking, and integration with Salesforce.
- 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.
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.
The document discusses integrating social media into a business marketing plan. It provides information on developing a marketing plan and calendar, online marketing including search engine optimization and social media. It discusses best practices for social media platforms like Facebook, Twitter, YouTube, and LinkedIn. The key aspects covered are developing social media strategies for different business goals, understanding your target audience, creating engaging content, and measuring the success of social media marketing efforts.
This document provides credits and track listing information for an album by Wilkinson titled "Wilkinson and Smoke". The album was produced by Emma Calder and co-produced by Hannah Windsor. It contains 10 tracks that are split into two sets - an "uphoria" set from tracks 1-5 that are played from 9 PM to 2 AM, and a "come down" set from tracks 6-10 that are played from 2 AM to 5 AM. The album was recorded, mixed and mastered by Wilkinson and released in 2014 on Ram Records.
Shirlaws : More Money, More Time, Less StressTom McCallum
From Shirlaws, the business owners’ guide to creating a profitable, sustainable business that rewards you richly in time and money.
An introduction to a number of the tools, frameworks and concepts that Shirlaws Business Coaches use to help businesses and leaders drive value for themselves and their organisations
This document lists the campuses of the National Institute of Fashion Technology (NIFT) across India, including their locations, contact numbers, and email addresses of the directors. It provides information on 15 NIFT campuses located in New Delhi, Bengaluru, Bhopal, Bhubaneswar, Chennai, Gandhinagar, Hyderabad, Jodhpur, Kolkata, Kannur, Mumbai, Patna, Raebareli, Kangra, and Shillong. Each campus listing includes the address, contact number, and email of the campus director.
Este documento describe tres tipos de modelos implementados en la herramienta CUBIFOR: 1) modelos del perfil del árbol, que describen la forma del tronco y su decrecimiento de diámetro con la altura; 2) curvas hipsométricas, que relacionan la altura y el diámetro; y 3) modelos del espesor de corteza. CUBIFOR se usa para calcular volúmenes, clasificar productos, y estimar biomasa y CO2 en masas forestales de Castilla y León.
Integracoop es una cooperativa que ofrece préstamos rápidos de entre $500.000 a $60'000.000 con plazos de 6 a 60 meses para proyectos personales o de pensionados. A diferencia de bancos, consideran solicitudes de personas con reportes negativos. El proceso incluye revisión de documentos, verificación y desembolso en 48 horas. Su misión es brindar servicios eficientes para mejorar la calidad de vida de sus clientes.
1) El documento presenta información sobre autores del Renacimiento europeo como Ludovico Ariosto, Torquato Tasso, Francesco Petrarca, Giovanni Boccaccio y Nicolás Maquiavelo, entre otros.
2) Se proporcionan detalles biográficos básicos de cada autor y una lista de sus principales obras.
3) Los autores descritos son poetas, dramaturgos y humanistas italianos y europeos que desempeñaron un papel importante en el desarrollo de la literatura renacentista.
El sistema NWP HARMONIE: Introducción a la Computación de AltasTomás Morales
Este documento presenta una introducción a la computación de alta prestación y al sistema OpenMP. En las tres primeras jornadas se cubrirán conceptos básicos de computación paralela, programación en memoria compartida usando OpenMP, y programación en memoria distribuida usando MPI. Los asistentes aprenderán sobre taxonomías de Flynn, la ley de Amdahl, arquitecturas de memoria, y paradigmas de programación paralela. También se incluirán ejercicios prácticos para aplicar estos conceptos.
Este documento describe los detalles de una licitación pública realizada por la Municipalidad Provincial de San Roman-Juliaca para la adquisición del suministro de combustible para sus distintas dependencias. Se especifican los objetivos, alcances, participantes, procedimientos, cronograma y requisitos de la licitación. La licitación se realizará a través de una subasta inversa presencial para la compra de 55,325 galones de diesel y 7,433 galones de gasolina por un valor referencial total de S/. 723,946.90.
Este documento presenta los servicios de diseño estratégico, de identidad de marca y de innovación de una agencia de diseño. La agencia utiliza metodologías como el design thinking, lean startup y agile para ayudar a sus clientes a adaptarse al cambio mediante el diseño de productos, servicios, negocios y ecosistemas. La agencia se enfoca en dar sentido a las interacciones dentro de los sistemas que diseña.
Este documento contiene cartas escritas por niños a Jesús, donde le hacen preguntas sobre diversos temas como su naturaleza divina, los milagros, la creación del universo y los animales, entre otros. Los niños cuestionan aspectos de la religión cristiana con curiosidad e inocencia infantil.
Zalando is a leading online fashion retailer in Europe with over €2 billion in annual revenue. It has established itself as the top online fashion destination on the continent through its large selection of brands and styles, convenient shopping experience, and rapid expansion across 15 European markets. Zalando's scale enables it to provide value to both customers and brand partners, and its founder-led management team has proven adept at innovating and growing the business quickly since its founding in 2008.
Este documento trata sobre el maltrato infantil. Explica las justificaciones y objetivos del estudio del tema, incluyendo conocer las causas y consecuencias del maltrato. Describe brevemente la historia del maltrato infantil y las teorías sobre la violencia. Además, presenta datos sobre la incidencia mundial del maltrato, define el concepto, y explica los tipos, factores, manifestaciones e intervenciones relacionadas con el maltrato infantil. Finalmente, plantea conclusiones y recomendaciones sobre la prevención y atención
Move Out of Excel and into a Pre-Lead Workspace by Dan DoninSalesforce Admins
This document discusses building a "Pre-Lead Workspace" custom object in Salesforce to keep incomplete lead list data separate from the lead object. It includes:
- Creating a custom object with fields to store pre-lead data
- Using validation rules and process builder to automatically move records to the lead object when complete
- An example user interface and how users would interact with it
The goal is to prevent dirty or incomplete data from entering the lead object directly, while still allowing users to work with pre-lead lists in Salesforce instead of Excel. When enough data is entered, records would automatically convert to leads.
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.
The document outlines 10 commandments or best practices for developing on the Salesforce platform:
1. Keep code simple with the KISS principle
2. Avoid putting queries in for loops
3. Avoid putting DML operations in for loops
4. Only have one trigger per object
5. Only put trigger execution logic in triggers
6. Balance clicks vs code for a happy admin and developer
7. Use maps for efficient queries when needed
8. Leverage relationships to reduce queries
9. Aim for 100% test coverage of all code
10. Write meaningful tests that assert expected behavior
The document provides guidelines but also notes they can be broken when
The document discusses controls and technical features in Salesforce, including S-Controls and formula fields. It provides examples of how Kaplan Financial and Tacpoint Technologies used custom objects, formula fields, roll-up summaries, and custom links to build automated sales reports and improve their lead conversion processes. The key lessons are to be careful with master-detail relationships and formula size, and that technical features can enhance users' experience and make processes more efficient.
This document provides background information about Steve Molis, including that he is a 5-time Salesforce MVP who is self-taught and dropped out of community college with a 0.67 GPA. It also contains a safe harbor statement for any forward-looking statements and discusses various risks to the company. The document provides resources for learning more about formulas, including Trailhead modules and documentation. It encourages providing feedback via a survey for a chance to win a GoPro.
1. The document provides an introduction to formulas in Salesforce, breaking them down into three parts: data in, business logic, and value out.
2. It demonstrates how to use common functions like IF, AND, OR, and CASE to build formulas based on different use cases.
3. Examples show how to create formulas to calculate opportunity age, display priority flags for cases, and identify strategic opportunities.
Developing Offline Mobile Apps with the Salesforce.com Mobile SDK SmartStore,...Tom Gersic
This document discusses developing offline mobile apps using Salesforce Mobile SDK. It provides an overview of SmartStore and SmartSync, which allow storing and syncing data locally on mobile devices. Key terminology for SmartStore includes stores, soups, and index specs. SmartSync extends Backbone.js and can be used with or without a SmartStore cache. Patterns like offline queueing are discussed to enable successful offline usage.
Using AI for Providing Insights and Recommendations on Activity Data Alexis R...Databricks
In the customer age, being able to extract relevant communications information in real-time and cross reference it with context is key. Learn how Salesforce Inbox is using data science and engineering to enable salespeople to monitor their emails in real-time and surface insights and recommendations.
Salesforce is developing Einstein, an artificial intelligence capability built into the core of the Salesforce Platform. Einstein helps power the world’s smartest CRM to deliver advanced AI capabilities to sales, services, and marketing teams – allowing them to discover new insights, predict likely outcomes to power smarter decision making, recommend next steps, and automate workflows so users can focus on building meaningful relationships with every customer.
Find out how Salesforce Einstein Inbox combines activity data, such as emails, with contextual and CRM data to provide real-time insights and recommended actions. Learn about use cases, architecture, and how a variety of technologies including data engineering, data science, graph processing, NLP, machine learning and deep learning are combined together to support the application.
This session will include an interactive demo where you’ll get to see the associated code using notebooks running Spark.
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.
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.
Simplify Complex Data with Dynamic Image Formulas by Chandler AndersonSalesforce Admins
This document discusses using icons in Salesforce to simplify complex data and empower users. It provides tips on creating icon image fields, including using static resources to store icon image files, picklist or formula criteria fields to determine which icon to display, and image formula fields to display the icons using the IMAGE function referencing the static resource. Demoing the implementation is suggested to really understand how it works. Additional tips include using naming conventions, combining multiple icons in one field, using help text to explain icons, and including legends for image fields via custom links.
Developing Offline Mobile Apps With Salesforce Mobile SDK SmartStoreSalesforce Developers
At some point, all mobile app users lose their data signal. Join us to learn best-practices for coding for offline requirements with the salesforce.com Mobile SDK. We'll develop a simple app using SmartStore offline storage, highlighting the new SmartSQL and SmartSync features. With these tools, you can take your mobile apps to the next level, developing native and hybrid applications on iOS and Android that have offline access to your 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.
This document provides an overview and introduction to Apex for developers. It begins with an introduction to Apex and the Salesforce platform. It then outlines the agenda which includes an overview of the platform, writing Apex classes, accessing data using SOQL and DML, writing triggers, and additional topics like Visualforce, REST APIs, and unit testing. It encourages participants to use their developer environment and provides a link to sign up. It describes what will be built in the session which is an app to manage sessions and speakers at a conference. It includes two forward-looking statements disclaimers.
Presentation from Salesforce.org Higher Ed Summit 2018 by: Jacqueline DiMare, USC, and Christine Chen, UC Innovation.
Leveraging the Salesforce platform to address Advancement data integrity and data volume challenges.
Watch a recording of this presentation: https://youtu.be/gZ6ZTncQBZ0
One of the core advantages of the Salesforce Analytics Cloud is the ability to process extremely large data sets without sacrificing performance. Building those data sets is not always easy. Vendor tools do a great job but can be expensive and, in some cases, organizations need complete control over their data transformations. In this session, we will explore the different native options available for loading data into the Analytics Cloud, and review the pros and cons of using Apex. We will demonstrate a simple data loader app built with the Analytics Cloud simple API.
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.
SOQL (Salesforce Object Query Language) queries are a great way for Admins to easily and quickly access, analyze, and manipulate their Salesforce data. Learn how to apply your knowledge of report builder filters and formulas to help you write SOQL queries. You’ll take away a whole new way of accessing your data and an understanding of how this will save you valuable time.
1) The document discusses strategies for increasing sales effectiveness in small businesses, focusing on two case studies.
2) The first case study describes how Bronto Software improved sales productivity and accountability by implementing clear metrics and goals, research tools, and the Jigsaw sales database.
3) The second case study explains how Brainshark and ZoomInfo partnered to more efficiently generate qualified sales leads through targeted database searches, email marketing with tracking, and integration with Salesforce.
- 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.
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
Sustainability requires ingenuity and stewardship. Did you know Pigging Solutions pigging systems help you achieve your sustainable manufacturing goals AND provide rapid return on investment.
How? Our systems recover over 99% of product in transfer piping. Recovering trapped product from transfer lines that would otherwise become flush-waste, means you can increase batch yields and eliminate flush waste. From raw materials to finished product, if you can pump it, we can pig it.
Best Programming Language for Civil EngineersAwais Yaseen
The integration of programming into civil engineering is transforming the industry. We can design complex infrastructure projects and analyse large datasets. Imagine revolutionizing the way we build our cities and infrastructure, all by the power of coding. Programming skills are no longer just a bonus—they’re a game changer in this era.
Technology is revolutionizing civil engineering by integrating advanced tools and techniques. Programming allows for the automation of repetitive tasks, enhancing the accuracy of designs, simulations, and analyses. With the advent of artificial intelligence and machine learning, engineers can now predict structural behaviors under various conditions, optimize material usage, and improve project planning.
The DealBook is our annual overview of the Ukrainian tech investment industry. This edition comprehensively covers the full year 2023 and the first deals of 2024.
RPA In Healthcare Benefits, Use Case, Trend And Challenges 2024.pptxSynapseIndia
Your comprehensive guide to RPA in healthcare for 2024. Explore the benefits, use cases, and emerging trends of robotic process automation. Understand the challenges and prepare for the future of healthcare automation
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.
Paradigm Shifts in User Modeling: A Journey from Historical Foundations to Em...Erasmo Purificato
Slide of the tutorial entitled "Paradigm Shifts in User Modeling: A Journey from Historical Foundations to Emerging Trends" held at UMAP'24: 32nd ACM Conference on User Modeling, Adaptation and Personalization (July 1, 2024 | Cagliari, Italy)
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
Implementations of Fused Deposition Modeling in real worldEmerging Tech
The presentation showcases the diverse real-world applications of Fused Deposition Modeling (FDM) across multiple industries:
1. **Manufacturing**: FDM is utilized in manufacturing for rapid prototyping, creating custom tools and fixtures, and producing functional end-use parts. Companies leverage its cost-effectiveness and flexibility to streamline production processes.
2. **Medical**: In the medical field, FDM is used to create patient-specific anatomical models, surgical guides, and prosthetics. Its ability to produce precise and biocompatible parts supports advancements in personalized healthcare solutions.
3. **Education**: FDM plays a crucial role in education by enabling students to learn about design and engineering through hands-on 3D printing projects. It promotes innovation and practical skill development in STEM disciplines.
4. **Science**: Researchers use FDM to prototype equipment for scientific experiments, build custom laboratory tools, and create models for visualization and testing purposes. It facilitates rapid iteration and customization in scientific endeavors.
5. **Automotive**: Automotive manufacturers employ FDM for prototyping vehicle components, tooling for assembly lines, and customized parts. It speeds up the design validation process and enhances efficiency in automotive engineering.
6. **Consumer Electronics**: FDM is utilized in consumer electronics for designing and prototyping product enclosures, casings, and internal components. It enables rapid iteration and customization to meet evolving consumer demands.
7. **Robotics**: Robotics engineers leverage FDM to prototype robot parts, create lightweight and durable components, and customize robot designs for specific applications. It supports innovation and optimization in robotic systems.
8. **Aerospace**: In aerospace, FDM is used to manufacture lightweight parts, complex geometries, and prototypes of aircraft components. It contributes to cost reduction, faster production cycles, and weight savings in aerospace engineering.
9. **Architecture**: Architects utilize FDM for creating detailed architectural models, prototypes of building components, and intricate designs. It aids in visualizing concepts, testing structural integrity, and communicating design ideas effectively.
Each industry example demonstrates how FDM enhances innovation, accelerates product development, and addresses specific challenges through advanced manufacturing capabilities.
Are you interested in dipping your toes in the cloud native observability waters, but as an engineer you are not sure where to get started with tracing problems through your microservices and application landscapes on Kubernetes? Then this is the session for you, where we take you on your first steps in an active open-source project that offers a buffet of languages, challenges, and opportunities for getting started with telemetry data.
The project is called openTelemetry, but before diving into the specifics, we’ll start with de-mystifying key concepts and terms such as observability, telemetry, instrumentation, cardinality, percentile to lay a foundation. After understanding the nuts and bolts of observability and distributed traces, we’ll explore the openTelemetry community; its Special Interest Groups (SIGs), repositories, and how to become not only an end-user, but possibly a contributor.We will wrap up with an overview of the components in this project, such as the Collector, the OpenTelemetry protocol (OTLP), its APIs, and its SDKs.
Attendees will leave with an understanding of key observability concepts, become grounded in distributed tracing terminology, be aware of the components of openTelemetry, and know how to take their first steps to an open-source contribution!
Key Takeaways: Open source, vendor neutral instrumentation is an exciting new reality as the industry standardizes on openTelemetry for observability. OpenTelemetry is on a mission to enable effective observability by making high-quality, portable telemetry ubiquitous. The world of observability and monitoring today has a steep learning curve and in order to achieve ubiquity, the project would benefit from growing our contributor community.
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)
Details of description part II: Describing images in practice - Tech Forum 2024BookNet 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 transcript: 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.
論文紹介:A Systematic Survey of Prompt Engineering on Vision-Language Foundation ...Toru Tamaki
Jindong Gu, Zhen Han, Shuo Chen, Ahmad Beirami, Bailan He, Gengyuan Zhang, Ruotong Liao, Yao Qin, Volker Tresp, Philip Torr "A Systematic Survey of Prompt Engineering on Vision-Language Foundation Models" arXiv2023
https://arxiv.org/abs/2307.12980
Choose our Linux Web Hosting for a seamless and successful online presencerajancomputerfbd
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Formula Ninja at Dreamforce 2014
1. Formula Ninja
Deepa Patel
President,
Halak Consulting, LLC
@halakconsulting
Steve Molis
Salesforce Administrator,
Epsilon
@stevemoforce
Francis Pindar
Solutions Architect,
Cloud Sherpas
@radnip
James Garfield
Salesforce Analyst,
Agendia, Inc.
@James__Garfield
2. Safe Harbor
Safe harbor statement under the Private Securities Litigation ReformAct 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. IF Statement
If State = “CA” then Region = “West” End If
If (Field Name) = “Value”, then do this, else
do that) – Comma is used in place of “then”
and “else”, Right Parenthesis is used in
place of “End If
If (State = “CA”, “West”, “ “)
6. Nested IF Statement
If State = “CA” then Region = “West” Else
If State = “WA” then Region = “West” Else
If State = “NY” then Region = “East” Else
If State = “IL” then Region = “Mid-West” Else
……EndIf
If (State = “CA”, “West”,
If (State = “WA”, “West”,
If (State = “NY”, “East”,
If (State = “IL”, “Mid-West”,“ “))))
7. Case Statement
CASE( fieldname,
value 1, result 1,
Value 2, result 2,
Else result)
CASE( State,
“CA”, “West”,
“WA”, West”,
“NY”, “East”,
“IL”, “Mid-West”,
“ “)
8. AND Statement
If State = “CA” and Country = “USA” then Region =
“West USA” End If
AND (value1, value 2, value 3…..)
(value 1 && value 2 && value 3 && …..)
If (
AND(State = “CA”, Country = “USA”), “West USA”,
“ “)
If (
(State = “CA” && Country = “USA”), “West USA”, “ “
)
9. OR Statement
If Priority = “High” OR Type = “Problem” then
Notification Flag = “True” End If
OR (value1, value 2, value 3…..)
(value 1 || value 2 || value 3 || …..
If (
OR(Priority = “High”, Type = “Problem”), “True”, “False“
)
If (
(Priority = “High” || Type = “Problem”), “True”, “False “
)
10. And & OR Combined
If (Priority = “High” OR Type = “Problem”) AND Status =
“Open” then Notification Flag = “True” End If
IF(
AND(
OR(ISPICKVAL(Priority, ”High"), ISPICKVAL(Type,
”Problem”)),ISPICKVAL(Status, ”Open”)), “True”, ”False”)
IF(
(ISPICKVAL(Priority, ”High") || ISPICKVAL(Type,
”Problem”))
&& ISPICKVAL(Status, ”Open”), “True”, “False”)
11. Business Case
Completeness and Qualitative Scoring Formula
1000s of leads added to the system by Marketing
department on a regular basis. How do we know if
the data is any good on these leads? We need to
design a Completeness Score that shows the lead
rating based on the information in the lead
Once the reps have started working on the leads,
we need to know how good are the leads based on
the qualification questions. High quality leads
needs to be transferred over to Outside Sales.
12. Completeness
What is Completeness?
Here we are checking for the number of fields
that are populated with data and give each field
a score for completeness
Title
Phone Number
Email
Company Name
Web Site
13. Completeness Lead Scoring
Compile Size = 395
If Field is blank, then give it a score 0 or else give it
a score 5
CASE (Title,””, 0,5)+
CASE (Street,””, 0,5)+
CASE (Email,””, 0,5)+
CASE (Phone,””, 0,5)+
CASE (Website,””, 0,5)
14. Completeness Lead Scoring
Compile Size = 266
If Field is blank, then give it a score 0 or else give it
a score 5
If(ISBLANK(Title),0,5)+
If(ISBLANK(Street),0,5)+
If(ISBLANK(Email),0,5)+
If(ISBLANK(Phone),0,5)+
If(ISBLANK(Website),0,5)
15. Qualitative
What is Qualitative?
Here we are checking for the values of fields and give
each field a score based on values
Is there a Budget?
Does this person have Authority?
Do they have a need for our Product or Services?
What is their purchasing Time frame?
17. What does this look like?
Visual Representation of both Scoring values
We want to show a Star Rating field on the List View so that reps can see at a high level which
leads are hot
We want to show a Quality Rating field on the Lead Record so that management can get an idea
on how well are leading getting qualified
18. Star Rating Formula Field
Compile Size = 4969
IF (Lead_Score__c <=5,
IMAGE("/img/samples/stars_100.gif","1 Star"),
IF (Lead_Score__c <=10,
IMAGE("/img/samples/stars_200.gif","2 Star"),
IF (Lead_Score__c <=15,
IMAGE("/img/samples/stars_300.gif","3 Star"),
IF (Lead_Score__c <=20,
IMAGE("/img/samples/stars_400.gif","4 Star"),
IMAGE("/img/samples/stars_500.gif","5 Star")))))
19. Quality Rating Formula Field
Compile Size = 1846
IF ( Qualitative_Lead_Score__c <=10,
IMAGE("/resource/RedCheck","Red Check
Mark",100,100),
IF ( Qualitative_Lead_Score__c <=15,
IMAGE("/resource/Orangecheck","Orange Check
Mark",100,100),
IF ( Qualitative_Lead_Score__c <=20,
IMAGE("/resource/Greencheck","Green Check",100,100),
"")
)
)
23. Hmmm…
• Ever received one of these?
• What did it make you think of the
organization involved?
• Have you ever sent one?
24. Maintaining Data Quality – Publisher Actions
• Other platform data quality features:
– Required Fields
– Default field values
– Publisher Actions
25. Maintaining Data Quality - Formulas
• Hard Stops – Validation Rules
– Validating record fields
– Validating record fields on change
– Validating parents record fields
26. Maintaining Data Quality – Workflow Rules
• Softer Options – Workflow Rules
– 5 days after creation of an opportunity
data check the fields and if the record
fails email the account owner.
– 10 days after creation check again
and if it fails create a task for the
owner.
– 15 days after update a field that activates
validation rules on the record.
31. • 4 Time Salesforce MVP: 2011, 2012, 2013, 2014
• Self-Taught System Administrator/Developer
• 0 Salesforce Admin or Developer Certifications
• 1 App named after me “Thanks Reid Carlberg!”
• Community College Drop-Out : 0.67 GPA *
* Margin of error: +/- 0.67
About SteveMo…
33. More than one way to deal with a Picklist field (or skin a cat)*
•Using the ISPICKVAL and CASE Functions
•Creating an Opportunity Rollback Validation Rule
•Using the TEXT Function to convert Picklist Values
* No Animals Were Harmed in the Making of These Formulas
34. Function: ISPICKVAL (aka “old faithful”)
Description: Determines if the value of a picklist field is
equal to a text literal you specify.
Example:
IF(ISPICKVAL(Weather, "Zombies!"), "RUN!!!",
IF(ISPICKVAL(Weather, "HOT"), "Go Swimming",
IF(ISPICKVAL(Weather, "WARM"), “Have a picnic",
IF(ISPICKVAL(Weather, "COLD"), "Sit by the fire",
"Send out for Pizza"))))
Function: CASE
Description: Checks a given expression against a series of
values.
Example:
CASE(Weather,
"Zombies!", "RUN!!!",
"HOT", "Go Swimming",
"WARM", “Have a picnic",
"COLD", "Sit by the fire",
"Send out for Pizza")
More than one way to deal with a Picklist field (or skin a cat)
35. Business Requirement
Prevent user from changing the Opportunity Stage to a
previous Opportunity Stage
Solution
Use a Validation Rule to evaluate current Opportunity
Stage and compare it to the previous Opportunity
Stage
Fields Referenced
Opportunity: StageName
Functions and Operators Used
CASE
PRIORVALUE
<
More than one way to deal with a Picklist field (or skin a cat)
36. More than one way to deal with a Picklist field (or skin a cat)
37. CASE( StageName ,
"Prospecting", 1,
"Qualification", 2,
"Needs Analysis", 3,
"Value Proposition", 4,
"Proposal/Price Quote", 5,
"Negotiation/Review", 6,
"Closed - Won", 7,
"Closed - Lost", 7,
0)
<
CASE(PRIORVALUE(StageName),
"Prospecting", 1,
"Qualification", 2,
"Needs Analysis", 3,
"Value Proposition", 4,
"Proposal/Price Quote", 5,
"Negotiation/Review", 6,
"Closed - Won", 7,
"Closed - Lost", 7,
0)
More than one way to deal with a Picklist field (or skin a cat)
38. Function: TEXT
Description: Converts picklist values to text in Validation Rules, Formula Fields,
and Workflow Rules.
So you can do stuff like this…
More than one way to deal with a Picklist field (or skin a cat)
39. • TEXT
• Operators: > < = >= <= <>
• ISBLANK
• VALUE
• BEGINS
• CONTAINS
• LEFT/RIGHT
• FIND/SUBSTITUTE
More than one way to deal with a Picklist field (or skin a cat)
40. Problem:
Extract the Numeric Value from the end of Picklist
Values that contain mixed length text characters.
Use Case:
Approval Processes, Workflow Rules, Validation
Rules, Formula Fields.
More than one way to deal with a Picklist field (or skin a cat)
41. CASE Formula:
CASE( SLA__c ,
"Diamond 5.0", 5.0,
"Platinum 4.0", 4.0,
"Gold 2.5", 2.5,
"Silver 1.5", 1.5,
"Bronze 0.5", 0.5,
0)
Compiled size:
5 Values = 326 bytes
10 Values = 426 bytes
Nested IF Formula:
IF(ISPICKVAL(SLA__c ,"Diamond 5.0"), 5.0,
IF(ISPICKVAL(SLA__c ,"Platinum 4.0"), 4.0,
IF(ISPICKVAL(SLA__c ,"Gold 2.5"), 2.5,
IF(ISPICKVAL(SLA__c ,"Silver 1.5"), 1.5,
IF(ISPICKVAL(SLA__c ,"Bronze 0.5"), 0.5,
0)))))
Compiled size:
5 Values = 465 bytes
10 Values = 950 bytes
More than one way to deal with a Picklist field (or skin a cat)
42. More than one way to deal with a Picklist field (or skin a cat)
Solution:
Formula:
VALUE( RIGHT ( TEXT ( SLA__c ), 3 ))
Compiled size: 280 bytes
• Use the TEXT function to convert the Picklist Value to a Text
String.
• Then use the RIGHT function to extract the last 3 characters
or the Text String.
• Then use the VALUE function to convert the last 3 characters
to a Numeric Value.
43. Field Name: Bottles of Beer on the Wall
Dataype: Picklist
100 Values:
100 - Bottles of Beer
99 - Bottles of Beer
98 - Bottles of Beer
97 - Bottles of Beer
96 - Bottles of Beer
95 - Bottles of Beer
94 - Bottles of Beer …
More than one way to deal with a Picklist field (or skin a cat)