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Learn More with SteveMo - Steve Molis

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Salesforce Admins
Salesforce Admins

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.

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Learn more* with SteveMo * Or Less? ​ Steve Molis ​ Salesforce MVP ​ stevemolis@gmail.com ​ @SteveMoForce ​ 
•  5 Time Salesforce MVP: 2011-2015 •  Community College Drop-Out : 0.67 GPA * •  Self-Taught Administrator/Developer/Analyst •  1 App named after me “Thanks, Reid Carlberg!” ​ * Margin of error: +/- 0.67 A little about SteveMo…
​ 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. Safe Harbor
Safe Hahbah
Formula and Analytics Tips & Tricks How to… •  Count Multi-Picklist Values in Reports, Validation Rules, and Workflows •  Summarize Checkbox Fields for Reports and Dashboards •  Create consolidated Sales Pipeline Reports with Multiple Sales Processes
Counting Multi-Picklist Values 6
The Formula Builder The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears, you may have to delete the image and then insert it again.
Business Requirement Need to get the count of items selected from an Multi-Picklist field on the Opportunity to get the item count per Sales Rep Solution Use a Formula to evaluate the Multi-Picklist field and return a numeric value for each item selected and sum the numeric values Functions and Operators Used IF INCLUDES + Counting Multi-Picklist Values
IF( INCLUDES( What_s_for_dinner__c , "Pizza"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Lobster"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Beer"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Wine"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Cake"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Ice Cream"), 1, 0) Counting Multi-Picklist Values Solution = Custom Field Datatype = Formula Result = Number, (0 decimals)
Counting Multi-Picklist Values
Counting Multi-Picklist Values
Converting Checkbox Fields for Summary Reports 12
Converting Checkbox Fields for Summary Reports Problem Display a text value for each checkbox field selected Solution Use a Formula to evaluate each checkbox field and return a text value if selected or blank value if not. Functions and Operators Used IF SUBSTITUTE +
Converting Checkbox Fields for Summary Reports Solution = Custom field Datatype = Formula Result = Text SUBSTITUTE( IF( Multi_c, "Multi, ", NULL) + IF( Pick__c, "Pick, ", NULL) + IF( List__c, “List, ", NULL) + IF( Fields__c, "Fields, ", NULL) + IF( Suck__c, "Suck, ", NULL) + ".", “, .", NULL)
Create Consolidated Pipeline Reports from Multiple Sales Processes
Business Requirement •  Multiple Sales Processes with overlapping/redundant Stages for Won, Lost, Open Opportunities. •  Display the Opportunity Pipeline “summarized” by the Opportunity Stage in List Views, Reports and Dashboards. •  Ugly Reports and Charts Create Consolidated Pipeline Reports from Multiple Sales Processes
Create Consolidated Pipeline Reports from Multiple Sales Processes Solution Use a Formula to evaluate the standard IsWon and IsClosed checkbox fields and return a text value. Functions and Operators Used IF IsWon IsClosed
Create Consolidated Pipeline Reports from Multiple Sales Processes
Create Consolidated Pipeline Reports from Multiple Sales Processes
Create Consolidated Pipeline Reports from Multiple Sales Processes Congratulations! You’ve built a crappy report!
Create Consolidated Pipeline Reports from Multiple Sales Processes Solution Custom field Datatype = Formula Result = Text IF(IsWon, "Won", IF(IsClosed, "Lost", "Open"))
Create Consolidated Pipeline Reports from Multiple Sales Processes
Create Consolidated Pipeline Reports from Multiple Sales Processes
Create Consolidated Pipeline Reports from Multiple Sales Processes
“I’m like Leonardo Da Vinci, my mind is full of ideas... and most of them are about as useless as a Wooden Helicopter powered by ropes and pulleys.” - SteveMo
Resources?! Resources!
Formula Resources: Developerforce Trailhead! https://developer.salesforce.com/trailhead
Formula Resources: Developerforce Trailhead! https://developer.salesforce.com/trailhead
Formula Resources: Developerforce Trailhead! https://developer.salesforce.com/signup?
Formula Resources •  Introduction to Formulas https://developer.salesforce.com/page/An_Introduction_to_Formulas •  Developerforce Formulas & Validations Trailhead https://developer.salesforce.com/trailhead/module/point_click_business_logic •  Formulas Quick Reference Guide https://na1.salesforce.com/help/pdfs/en/salesforce_formulas_cheatsheet.pdf •  Useful Validation Rules http://na1.salesforce.com/help/pdfs/en/salesforce_useful_validation_formulas.pdf •  Building a Cross Object Formula https://help.salesforce.com/HTViewHelpDoc? id=fields_creating_cross_object_advanced.htm&language=en_US
Questions? Steve Molis SteveMo @SteveMoForce
Share Your Feedback and Win a GoPro Enroll in a session1 Tap the bell to take a survey 2 3 Earn a GoPro prize entry for each completed survey
Thank you

More Related Content

Learn More with SteveMo - Steve Molis

  • 1. Learn more* with SteveMo * Or Less? ​ Steve Molis ​ Salesforce MVP ​ stevemolis@gmail.com ​ @SteveMoForce ​ 
  • 2. •  5 Time Salesforce MVP: 2011-2015 •  Community College Drop-Out : 0.67 GPA * •  Self-Taught Administrator/Developer/Analyst •  1 App named after me “Thanks, Reid Carlberg!” ​ * Margin of error: +/- 0.67 A little about SteveMo…
  • 3. ​ 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. Safe Harbor
  • 5. Formula and Analytics Tips & Tricks How to… •  Count Multi-Picklist Values in Reports, Validation Rules, and Workflows •  Summarize Checkbox Fields for Reports and Dashboards •  Create consolidated Sales Pipeline Reports with Multiple Sales Processes
  • 7. The Formula Builder The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears, you may have to delete the image and then insert it again.
  • 8. Business Requirement Need to get the count of items selected from an Multi-Picklist field on the Opportunity to get the item count per Sales Rep Solution Use a Formula to evaluate the Multi-Picklist field and return a numeric value for each item selected and sum the numeric values Functions and Operators Used IF INCLUDES + Counting Multi-Picklist Values
  • 9. IF( INCLUDES( What_s_for_dinner__c , "Pizza"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Lobster"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Beer"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Wine"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Cake"), 1, 0) + IF( INCLUDES( What_s_for_dinner__c , "Ice Cream"), 1, 0) Counting Multi-Picklist Values Solution = Custom Field Datatype = Formula Result = Number, (0 decimals)
  • 12. Converting Checkbox Fields for Summary Reports 12
  • 13. Converting Checkbox Fields for Summary Reports Problem Display a text value for each checkbox field selected Solution Use a Formula to evaluate each checkbox field and return a text value if selected or blank value if not. Functions and Operators Used IF SUBSTITUTE +
  • 14. Converting Checkbox Fields for Summary Reports Solution = Custom field Datatype = Formula Result = Text SUBSTITUTE( IF( Multi_c, "Multi, ", NULL) + IF( Pick__c, "Pick, ", NULL) + IF( List__c, “List, ", NULL) + IF( Fields__c, "Fields, ", NULL) + IF( Suck__c, "Suck, ", NULL) + ".", “, .", NULL)
  • 15. Create Consolidated Pipeline Reports from Multiple Sales Processes
  • 16. Business Requirement •  Multiple Sales Processes with overlapping/redundant Stages for Won, Lost, Open Opportunities. •  Display the Opportunity Pipeline “summarized” by the Opportunity Stage in List Views, Reports and Dashboards. •  Ugly Reports and Charts Create Consolidated Pipeline Reports from Multiple Sales Processes
  • 17. Create Consolidated Pipeline Reports from Multiple Sales Processes Solution Use a Formula to evaluate the standard IsWon and IsClosed checkbox fields and return a text value. Functions and Operators Used IF IsWon IsClosed
  • 18. Create Consolidated Pipeline Reports from Multiple Sales Processes
  • 19. Create Consolidated Pipeline Reports from Multiple Sales Processes
  • 20. Create Consolidated Pipeline Reports from Multiple Sales Processes Congratulations! You’ve built a crappy report!
  • 21. Create Consolidated Pipeline Reports from Multiple Sales Processes Solution Custom field Datatype = Formula Result = Text IF(IsWon, "Won", IF(IsClosed, "Lost", "Open"))
  • 22. Create Consolidated Pipeline Reports from Multiple Sales Processes
  • 23. Create Consolidated Pipeline Reports from Multiple Sales Processes
  • 24. Create Consolidated Pipeline Reports from Multiple Sales Processes
  • 25. “I’m like Leonardo Da Vinci, my mind is full of ideas... and most of them are about as useless as a Wooden Helicopter powered by ropes and pulleys.” - SteveMo
  • 27. Formula Resources: Developerforce Trailhead! https://developer.salesforce.com/trailhead
  • 28. Formula Resources: Developerforce Trailhead! https://developer.salesforce.com/trailhead
  • 29. Formula Resources: Developerforce Trailhead! https://developer.salesforce.com/signup?
  • 30. Formula Resources •  Introduction to Formulas https://developer.salesforce.com/page/An_Introduction_to_Formulas •  Developerforce Formulas & Validations Trailhead https://developer.salesforce.com/trailhead/module/point_click_business_logic •  Formulas Quick Reference Guide https://na1.salesforce.com/help/pdfs/en/salesforce_formulas_cheatsheet.pdf •  Useful Validation Rules http://na1.salesforce.com/help/pdfs/en/salesforce_useful_validation_formulas.pdf •  Building a Cross Object Formula https://help.salesforce.com/HTViewHelpDoc? id=fields_creating_cross_object_advanced.htm&language=en_US
  • 32. Share Your Feedback and Win a GoPro Enroll in a session1 Tap the bell to take a survey 2 3 Earn a GoPro prize entry for each completed survey