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SteveMo’s
Formulas and Life Hacks
Frankfurt DE
05.07.2020
SteveMo's Formulas and Life Hacks
A little about me…
• Salesforce MVP: 2010 – Present
• Power of Us Hub Hall of Fame: 2019
• Trailhead Ranger 2019
• Community College Drop-Out: 1985 - Present
• Self-Taught Salesforce Admin since 2003
• World Record Holder
Safe Harbor Statement
SteveMo's Formulas and Life Hacks
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SteveMo's Formulas and Life Hacks

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SteveMo's Formulas and Life Hacks
SteveMo's Formulas and Life Hacks
• Using Basic Math to simplify Complex Formulas
• Using Formula Fields for Dynamic Report Filters
• The Ultimate Parent Account
• Dynamically Count Days Until Opportunity CloseDate for Reports and Dashboards
• How to test Validation Rule Formula Logic
• FABULOUS PRIZES!!!
Nobody has ever gotten Rabies by
clicking these.
They will not bite you!!!
SteveMo's Formulas and Life Hacks
The FormulaEditor,wherethe magic happens...
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The FormulaEditor,wherethe magic happens...

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SteveMo's Formulas and Life Hacks
The FormulaEditor,wherethe magic happens...
Using Basic Math to simplify Complex
Formulas
Using Basic Math to simplify Complex Formulas
Business Requirement
Prevent user from changing the Opportunity Stage to a
previous Opportunity Stage (without dying of Carpal Tunnel
Syndrome).
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
<
The ISPICKVAL Function:
Determines if the valueof a picklistfield is equal to a text literal you specify.
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IF(ISPICKVAL( Alexa.Whats_it_like_outside__c,
"Zombies"),"RUN!!!" ,
IF(ISPICKVAL(Alexa. Whats_it_like_outside__c,
"Hot"), "Go to the beach",
IF(ISPICKVAL(Alexa. Whats_it_like_outside__c,
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The CASE Function:
Checks a given expression against a series of values. If the expression is equal to a
value, returns the corresponding result. If it is not equal to any values, it returns the else
result.
Using Basic Math to simplify Complex Formulas
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Using Basic Math to simplify Complex Formulas
CASE(StageName ,
"Qualification", 1 ,
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"Value Proposition", 3 ,
"Proposal/Price Quote", 4 ,
"Negotiation/Review", 5 ,
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"Closed - Lost", 6 ,
0 )
<
CASE(PRIORVALUE(StageName),
"Qualification", 1 ,
"Needs Analysis", 2 ,
"Value Proposition", 3 ,
"Proposal/Price Quote", 4 ,
"Negotiation/Review", 5 ,
"Closed - Won", 6 ,
"Closed - Lost", 6 ,
0 )
Using Basic Math to simplify Complex Formulas
Solution
Use a Formula to evaluate the Multi-Picklist field and return a
numeric value for each item selected and sum the numeric values
CustomField
Datatype = Formula
Result = Number
Functions and Operators Used
IF
INCLUDES
+Problem
Need to get the count of items selected
from an Multi-Picklist field on the
Opportunity to get the item count per Sales
Rep
Using Basic Math to simplify Complex Formulas
Custom Field
Datatype = Formula
Result = Number
Formula =
IF(INCLUDES(Multi_Picklist__c, "Multi"), 1, 0 ) +
IF(INCLUDES(Multi_Picklist__c, "Picklist"), 1, 0 ) +
IF(INCLUDES(Multi_Picklist__c, "Fields"), 1, 0 ) +
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Solution
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to the current User.Idto return a simple True/False
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SteveMo's Formulas and Life Hacks
Functions Used
TODAY( )
Returns the current date: YYYY-MM-DD
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TODAY() = 2020-05-07
Tomorrow…
TODAY() = 2020-05-08
The next day…
TODAY() = 2020-05-09
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DAY( TODAY() ) = 7
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DAY( Date )
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TODAY()
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Dynamic Month to Date Filter
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Close Date Day of the Year, and
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特殊工艺完全按照原版制作【微信:A575476】【(Victoria毕业证)维多利亚大学毕业证成绩单offer】【微信:A575476】(留信学历认证永久存档查询)采用学校原版纸张(包括:隐形水印,阴影底纹,钢印LOGO烫金烫银,LOGO烫金烫银复合重叠,文字图案浮雕,激光镭射,紫外荧光,温感,复印防伪)行业标杆!精益求精,诚心合作,真诚制作!多年品质 ,按需精细制作,24小时接单,全套进口原装设备,十五年致力于帮助留学生解决难题,业务范围有加拿大、英国、澳洲、韩国、美国、新加坡,新西兰等学历材料,包您满意。 【业务选择办理准则】 一、工作未确定,回国需先给父母、亲戚朋友看下文凭的情况,办理一份就读学校的毕业证【微信:A575476】文凭即可 二、回国进私企、外企、自己做生意的情况,这些单位是不查询毕业证真伪的,而且国内没有渠道去查询国外文凭的真假,也不需要提供真实教育部认证。鉴于此,办理一份毕业证【微信:A575476】即可 三、进国企,银行,事业单位,考公务员等等,这些单位是必需要提供真实教育部认证的,办理教育部认证所需资料众多且烦琐,所有材料您都必须提供原件,我们凭借丰富的经验,快捷的绿色通道帮您快速整合材料,让您少走弯路。 留信网认证的作用: 1:该专业认证可证明留学生真实身份【微信:A575476】 2:同时对留学生所学专业登记给予评定 3:国家专业人才认证中心颁发入库证书 4:这个认证书并且可以归档倒地方 5:凡事获得留信网入网的信息将会逐步更新到个人身份内,将在公安局网内查询个人身份证信息后,同步读取人才网入库信息 6:个人职称评审加20分 7:个人信誉贷款加10分 8:在国家人才网主办的国家网络招聘大会中纳入资料,供国家高端企业选择人才 → 【关于价格问题(保证一手价格) 我们所定的价格是非常合理的,而且我们现在做得单子大多数都是代理和回头客户介绍的所以一般现在有新的单子 我给客户的都是第一手的代理价格,因为我想坦诚对待大家 不想跟大家在价格方面浪费时间 对于老客户或者被老客户介绍过来的朋友,我们都会适当给一些优惠。 选择实体注册公司办理,更放心,更安全!我们的承诺:可来公司面谈,可签订合同,会陪同客户一起到教育部认证窗口递交认证材料,客户在教育部官方认证查询网站查询到认证通过结果后付款,不成功不收费! 办理(Victoria毕业证)维多利亚大学毕业证【微信:A575476】外观非常精致,由特殊纸质材料制成,上面印有校徽、校名、毕业生姓名、专业等信息。 办理(Victoria毕业证)维多利亚大学毕业证【微信:A575476】格式相对统一,各专业都有相应的模板。通常包括以下部分: 校徽:象征着学校的荣誉和传承。 校名:学校英文全称 授予学位:本部分将注明获得的具体学位名称。 毕业生姓名:这是最重要的信息之一,标志着该证书是由特定人员获得的。 颁发日期:这是毕业正式生效的时间,也代表着毕业生学业的结束。 其他信息:根据不同的专业和学位,可能会有一些特定的信息或章节。 办理(Victoria毕业证)维多利亚大学毕业证【微信:A575476】价值很高,需要妥善保管。一般来说,应放置在安全、干燥、防潮的地方,避免长时间暴露在阳光下。如需使用,最好使用复印件而不是原件,以免丢失。 综上所述,办理(Victoria毕业证)维多利亚大学毕业证【微信:A575476 】是证明身份和学历的高价值文件。外观简单庄重,格式统一,包括重要的个人信息和发布日期。对持有人来说,妥善保管是非常重要的。

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Report on Year-to-Date
Duration: ( End_Date - Start_Date )
Age: ( TODAY() - BirthDate )
Day of the Year: ( TODAY() - 2020-01-01 )
Day the Opportunity Closed: ( CloseDate - YYYY-01-01 )
Calculate the Day of the Year (anyyear)
Count the number of days from January1st to that Date, by subtracting the Earlier Date from the
Later Date.
Report on Year-to-Date
TODAY() = 2020-05-07
YEAR( TODAY() ) = 2020
YEAR(CloseDate) = 2018, 2019, 2020…
DATE(YEAR(TODAY()) , 01 , 01 ) = 2020-01-01
DATE(YEAR(CloseDate) , 01 , 01 ) = CloseDate: 2018-12-31 = 2018-01-01
CloseDate: 2019-07-14 = 2019-01-01
CloseDate: 2020-04-01 = 2020-01-01
Report on Year-to-Date
CustomField:
Year to Date (Day)
Datatype = Formula
Result = Checkbox
Formula:
( 2018/02/15– 2018/01/01 ) = Day 46
<=
( 2020/05/07– 2020/01/01 ) = Day 128
Result = ✔ TRUE
( CloseDate - DATE(YEAR(CloseDate), 01, 01)))
<=
( TODAY() - DATE(YEAR(TODAY()), 01, 01)))
( 2018/11/30– 2018/01/01 ) = Day 334
<=
( 2020/05/07– 2020/01/01 ) = Day 128
Result = ⃞ FALSE
Report on Year-to-Date

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Niagara College degree offer diploma Transcript
Niagara College  degree offer diploma TranscriptNiagara College  degree offer diploma Transcript
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原版制作【微信:A575476】【(NC毕业证)尼亚加拉学院毕业证成绩单offer】【微信:A575476】(留信学历认证永久存档查询)采用学校原版纸张(包括:隐形水印,阴影底纹,钢印LOGO烫金烫银,LOGO烫金烫银复合重叠,文字图案浮雕,激光镭射,紫外荧光,温感,复印防伪)行业标杆!精益求精,诚心合作,真诚制作!多年品质 ,按需精细制作,24小时接单,全套进口原装设备,十五年致力于帮助留学生解决难题,业务范围有加拿大、英国、澳洲、韩国、美国、新加坡,新西兰等学历材料,包您满意。 【业务选择办理准则】 一、工作未确定,回国需先给父母、亲戚朋友看下文凭的情况,办理一份就读学校的毕业证【微信:A575476】文凭即可 二、回国进私企、外企、自己做生意的情况,这些单位是不查询毕业证真伪的,而且国内没有渠道去查询国外文凭的真假,也不需要提供真实教育部认证。鉴于此,办理一份毕业证【微信:A575476】即可 三、进国企,银行,事业单位,考公务员等等,这些单位是必需要提供真实教育部认证的,办理教育部认证所需资料众多且烦琐,所有材料您都必须提供原件,我们凭借丰富的经验,快捷的绿色通道帮您快速整合材料,让您少走弯路。 留信网认证的作用: 1:该专业认证可证明留学生真实身份【微信:A575476】 2:同时对留学生所学专业登记给予评定 3:国家专业人才认证中心颁发入库证书 4:这个认证书并且可以归档倒地方 5:凡事获得留信网入网的信息将会逐步更新到个人身份内,将在公安局网内查询个人身份证信息后,同步读取人才网入库信息 6:个人职称评审加20分 7:个人信誉贷款加10分 8:在国家人才网主办的国家网络招聘大会中纳入资料,供国家高端企业选择人才 → 【关于价格问题(保证一手价格) 我们所定的价格是非常合理的,而且我们现在做得单子大多数都是代理和回头客户介绍的所以一般现在有新的单子 我给客户的都是第一手的代理价格,因为我想坦诚对待大家 不想跟大家在价格方面浪费时间 对于老客户或者被老客户介绍过来的朋友,我们都会适当给一些优惠。 选择实体注册公司办理,更放心,更安全!我们的承诺:可来公司面谈,可签订合同,会陪同客户一起到教育部认证窗口递交认证材料,客户在教育部官方认证查询网站查询到认证通过结果后付款,不成功不收费! 办理(NC毕业证)尼亚加拉学院毕业证【微信:A575476】外观非常精致,由特殊纸质材料制成,上面印有校徽、校名、毕业生姓名、专业等信息。 办理(NC毕业证)尼亚加拉学院毕业证【微信:A575476】格式相对统一,各专业都有相应的模板。通常包括以下部分: 校徽:象征着学校的荣誉和传承。 校名:学校英文全称 授予学位:本部分将注明获得的具体学位名称。 毕业生姓名:这是最重要的信息之一,标志着该证书是由特定人员获得的。 颁发日期:这是毕业正式生效的时间,也代表着毕业生学业的结束。 其他信息:根据不同的专业和学位,可能会有一些特定的信息或章节。 办理(NC毕业证)尼亚加拉学院毕业证【微信:A575476】价值很高,需要妥善保管。一般来说,应放置在安全、干燥、防潮的地方,避免长时间暴露在阳光下。如需使用,最好使用复印件而不是原件,以免丢失。 综上所述,办理(NC毕业证)尼亚加拉学院毕业证【微信:A575476 】是证明身份和学历的高价值文件。外观简单庄重,格式统一,包括重要的个人信息和发布日期。对持有人来说,妥善保管是非常重要的。

旧金山艺术大学毕业证金门大学毕业证圣地亚哥州立大学毕业证
Lajpat Nagar @ℂall @Girls ꧁❤ 9873777170 ❤꧂VIP Arti Singh Top Model Safe
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Report on Year-to-Date
The Ultimate Parent Account
The "Ultimate” Parent Account
We need to display the Opportunity Sales Pipeline
of an entire Corporation that spans multiple Parent
and Subsidiary Accounts across several tiers of
Parent and Subsidiary Accounts.
But…
the Standard Parent Account Field only goes up 1
Level and returns the name of the Account 1 Level
above that Account. It also displays a blank value
if there is no Parent of that Account.
The Problem:
The "Ultimate” Parent Account
= ?

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Amul goes international: Desi dairy giant to launch fresh ...
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The "Ultimate” Parent Account
Create a custom Formula Field on the Account Object that will return the
name of the Top Parent Account in the Account Hierarchy, no matter where in
the Account Hierarchy the current Account is located
But…
What if the Account IS the Parent Account?
or
What if the Account has NO Parent Account?
The "Ultimate” Parent Account
Solution
Create a custom Formula(Text) Field on the Account
Object that will return the name of the Top Parent Account
in the Account Hierarchy, no matter where in the Account
Hierarchy the current Account is located (even if there is no
Account Hierarchy)
CustomField
Datatype = Formula
Result = Text
Fields and Functions
BLANKVALUE
Parent.Name
The "Ultimate” Parent Account
Deepak Anand
“The G.O.A.T.”
The "Ultimate” Parent Account
The Solution:
Use the Insert Field button to navigate through the
Parent Account > lookup field into the Parent
Account record.
Then navigate through the Parent Account >
lookup field into the next Parent Account record…

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University of Toronto degree offer diploma Transcript
University of Toronto  degree offer diploma TranscriptUniversity of Toronto  degree offer diploma Transcript
University of Toronto degree offer diploma Transcript

学历认证补办制【微信:A575476】【(UofT毕业证)多伦多大学毕业证成绩单offer】【微信:A575476】(留信学历认证永久存档查询)采用学校原版纸张,特殊工艺完全按照原版一比一制作(包括:隐形水印,阴影底纹,钢印LOGO烫金烫银,LOGO烫金烫银复合重叠,文字图案浮雕,激光镭射,紫外荧光,温感,复印防伪)行业��杆!精益求精,诚心合作,真诚制作!多年品质 ,按需精细制作,24小时接单,全套进口原装设备,十五年致力于帮助留学生解决难题,业务范围有加拿大、英国、澳洲、韩国、美国、新加坡,新西兰等学历材料,包您满意。 【业务选择办理准则】 一、工作未确定,回国需先给父母、亲戚朋友看下文凭的情况,办理一份就读学校的毕业证【微信:A575476】文凭即可 二、回国进私企、外企、自己做生意的情况,这些单位是不查询毕业证真伪的,而且国内没有渠道去查询国外文凭的真假,也不需要提供真实教育部认证。鉴于此,办理一份毕业证【微信:A575476】即可 三、进国企,银行,事业单位,考公务员等等,这些单位是必需要提供真实教育部认证的,办理教育部认证所需资料众多且烦琐,所有材料您都必须提供原件,我们凭借丰富的经验,快捷的绿色通道帮您快速整合材料,让您少走弯路。 留信网认证的作用: 1:该专业认证可证明留学生真实身份【微信:A575476】 2:同时对留学生所学专业登记给予评定 3:国家专业人才认证中心颁发入库证书 4:这个认证书并且可以归档倒地方 5:凡事获得留信网入网的信息将会逐步更新到个人身份内,将在公安局网内查询个人身份证信息后,同步读取人才网入库信息 6:个人职称评审加20分 7:个人信誉贷款加10分 8:在国家人才网主办的国家网络招聘大会中纳入资料,供国家高端企业选择人才 → 【关于价格问题(保证一手价格) 我们所定的价格是非常合理的,而且我们现在做得单子大多数都是代理和回头客户介绍的所以一般现在有新的单子 我给客户的都是第一手的代理价格,因为我想坦诚对待大家 不想跟大家在价格方面浪费时间 对于老客户或者被老客户介绍过来的朋友,我们都会适当给一些优惠。 选择实体注册公司办理,更放心,更安全!我们的承诺:可来公司面谈,可签订合同,会陪同客户一起到教育部认证窗口递交认证材料,客户在教育部官方认证查询网站查询到认证通过结果后付款,不成功不收费! 办理(UofT毕业证)多伦多大学毕业证【微信:A575476】外观非常精致,由特殊纸质材料制成,上面印有校徽、校名、毕业生姓名、专业等信息。 办理(UofT毕业证)多伦多大学毕业证【微信:A575476】格式相对统一,各专业都有相应的模板。通常包括以下部分: 校徽:象征着学校的荣誉和传承。 校名:学校英文全称 授予学位:本部分将注明获得的具体学位名称。 毕业生姓名:这是最重要的信息之一,标志着该证书是由特定人员获得的。 颁发日期:这是毕业正式生效的时间,也代表着毕业生学业的结束。 其他信息:根据不同的专业和学位,可能会有一些特定的信息或章节。 办理(UofT毕业证)多伦多大学毕业证【微信:A575476】价值很高,需要妥善保管。一般来说,应放置在安全、干燥、防潮的地方,避免长时间暴露在阳光下。如需使用,最好使用复印件而不是原件,以免丢失。 综上所述,办理(UofT毕业证)多伦多大学毕业证【微信:A575476 】是证明身份和学历的高价值文件。外观简单庄重,格式统一,包括重要的个人信息和发布日期。对持有人来说,妥善保管是非常重要的。

不列颠海角大学毕业证圣弗朗西斯泽维尔大学毕业证新布伦瑞克大学毕业证
iot paper presentation FINAL EDIT by kiran.pptx
iot paper presentation FINAL EDIT by kiran.pptxiot paper presentation FINAL EDIT by kiran.pptx
iot paper presentation FINAL EDIT by kiran.pptx

Iot

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

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Los sistemas distribuidos son difíciles. Los sistemas distribuidos de alto rendimiento, más. Latencias de red, mensajes sin confirmación de recibo, reinicios de servidores, fallos de hardware, bugs en el software, releases problemáticas, timeouts... hay un montón de motivos por los que es muy difícil saber si un mensaje que has enviado se ha recibido y procesado correctamente en destino. Así que para asegurar mandas el mensaje otra vez.. y otra... y cruzas los dedos para que el sistema del otro lado tenga tolerancia a los duplicados. QuestDB es una base de datos open source diseñada para alto rendimiento. Nos queríamos asegurar de poder ofrecer garantías de "exactly once", deduplicando mensajes en tiempo de ingestión. En esta charla, te cuento cómo diseñamos e implementamos la palabra clave DEDUP en QuestDB, permitiendo deduplicar y además permitiendo Upserts en datos en tiempo real, añadiendo solo un 8% de tiempo de proceso, incluso en flujos con millones de inserciones por segundo. Además, explicaré nuestra arquitectura de log de escrituras (WAL) paralelo y multithread. Por supuesto, todo esto te lo cuento con demos, para que veas cómo funciona en la práctica.

time-seriesquestdbdatabases
The "Ultimate” Parent Account
The "Ultimate” Parent Account
SteveMo's
Formulas and Life Hacks
Dynamically CountDays Until Close
SteveMo's Formulas and Life Hacks
Requirement:
Identify upcoming open Opportunities and revenue, and expired, lapsed Opportunities and revenue using
standard Opportunity Reports (without having to Manually update the Report Filters every time you run
the Report)
How?:
Dynamically calculate the number of days between the Current Date and the Opportunity Close Date
Dynamically CountDays Until Close

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test

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SteveMo's Formulas and Life Hacks
Functions and Fields Used
IF
IsClosed
TODAY()
Dynamically CountDays Until Close
SteveMo's Formulas and Life Hacks
Dynamically CountDays Until Close
IsClosed
TRUE or FALSE
IsWon
TRUE or FALSE
SteveMo's Formulas and Life Hacks
Custom Field
Datatype = Formula
Result = Number
Dynamically CountDays Until Close
Formula
IF(
IsClosed = TRUE,
NULL ,
CloseDate - TODAY() )
SteveMo's Formulas and Life Hacks
IF(
IsClosed = TRUE,
NULL ,
CloseDate - TODAY() )
Dynamically CountDays Until Close
IsClosed = TRUE
Result = NULL
CloseDate = 2020-05-15
Result = 8
CloseDate = 2020-05-01
Result = - 6

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Dynamically CountDays Until Close
SteveMo's Formulas and Life Hacks
Pro Tip:
Always create a List View
or a Report that displays
your Formula Input Fields
side-by-side with your
Formula Field results
No matter how simple the
Formula is, or how good
you think you are
SteveMo's Formulas and Life Hacks
Grab your favorite Opportunity
Report.
Select:
Opportunity Status: Open
Dynamically CountDays Until Close
SteveMo's Formulas and Life Hacks
Dynamically CountDays Until Close
Dynamically CountDays Until Close
SteveMo's Formulas and Life Hacks
Bucket the Values by the Ranges you
want
<= -90
> -90 to -60
> -60 to -30
> -30 to 0
> 0 to 30
> 30 to 60
> 60 to 90
> 90

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Dynamically CountDays Until Close
SteveMo's Formulas and Life Hacks
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SteveMo's Formulas and Life Hacks

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Using Checkboxesto test Validation Rule FormulaLogic
SteveMo's Formulas and Life Hacks
The Problem:
The "Check Syntax" button in the Formula Editor only tests the Syntax of a Formula, not the Formula Logic.
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
For example both ( A + B ) / C and A + ( B / C ) are Syntactically correct, but they will return completely
different (and potentially bad) results.
So how do we test our Validation Rule Formula Logic?
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
Formulas for the EverydayAdmin
Custom Field
Validation Rule Test
Datatype = Formula
Result = Checkbox
The Solution:
Checkboxes are Boolean, just like Validation Rules. They’re either TRUE, or FALSE, a 0 or a 1, Wax on, Wax
off.
Formula Result
✔ TRUE = FAIL
⃞ FALSE = PASS
SteveMo's Formulas and Life Hacks
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
Validation Rule:
Prevent users from creating or editing an Opportunity
in an Open Stage with a Close Date prior to the current
date.
Stage = Closed Won / Closed Lost
Result: ✔ PASS
Stage <> Closed Won / Closed Lost
Close Date >= TODAY()
Result: ✔ PASS
Stage <> Closed Won / Closed Lost
Close Date < TODAY()
Result: x ⃞ FAIL
StageName
CloseDate
TODAY()
Functions and Fields Used

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AND(
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IsClosed = FALSE
)
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Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
AND(
CloseDate < TODAY() ,
IsClosed = FALSE
)
Formulas for the EverydayAdmin
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
AND(
CloseDate < TODAY() ,
OR(
NOT(ISPICKVAL(StageName , "Closed - Won")),
NOT(ISPICKVAL(StageName , "Closed - Lost")),
)
)
Formulas for the EverydayAdmin
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
AND(
CloseDate < TODAY() ,
OR(
TEXT(StageName) <> "Closed - Won",
TEXT(StageName) <> "Closed - Lost"
)
)

Recommended for you

SteveMo's Formulas and Life Hacks
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
CloseDate < TODAY()
&&
(
TEXT(StageName) <> "Closed - Won"
||
TEXT(StageName) <> "Closed - Lost"
)
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
SteveMo's Formulas and Life Hacks
Formula Result
✔ TRUE = FAIL
⃞ FALSE = PASS
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
SteveMo's Formulas and Life Hacks
SteveMo's Formulas and Life Hacks
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
AND(
CloseDate < TODAY() ,
OR(
TEXT(StageName) <> "Closed - Won",
TEXT(StageName) <> "Closed - Lost"
)
)
CloseDate < TODAY()
&&
(
TEXT(StageName) <> "Closed - Won"
||
TEXT(StageName) <> "Closed - Lost"
)

Recommended for you

Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
SteveMo's Formulas and Life Hacks
SteveMo's Formulas and Life Hacks
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
AND(
CloseDate < TODAY() ,
TEXT(StageName) <> "Closed - Won",
TEXT(StageName) <> "Closed - Lost"
)
SteveMo's Formulas and Life Hacks
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
CloseDate < TODAY()
&&
TEXT(StageName) <> "Closed - Won"
&&
TEXT(StageName) <> "Closed - Lost"
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
SteveMo's Formulas and Life Hacks
Result
✔ TRUE = FAIL
⃞ FALSE = PASS

Recommended for you

Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
SteveMo's Formulas and Life Hacks
SteveMo's Formulas and Life Hacks
A few caveats.
Some Formula Functions that work in Validation Rule Formulas are not available in Formula fields (so you
can’t use this trick to test every Validation Rule Formula.
Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic
• ISNEW
• ISCHANGED
• PRIORVALUE
• VLOOKUP
“Sorry Baby,I had to crash that Honda” - Butch Coolidge, Pulp Fiction
But wait, there’s MORE!!!
Bonus: SteveMo's CustomFormulaField Mix Tape
SteveMo's Formulas and Life Hacks
SteveMo's Custom Formula Field Mix Tape
Download link: sforce.co/36wqroz
Password: UoweB33R
* Possible Side Effects include:Dry mouth,Drowsiness,Insomnia,Delusions ofGrandeur ,Walking
on Sunshine, Password Resets,DisdaintowardsUsers.
** If you experience a Conference Call or Meetinglasting4 or more hours,contact a Salesforce
Recruiter and find a better place to work.

Recommended for you

SteveMo's Formulas and Life Hacks
Bonus: SteveMo's CustomFormulaField Mix Tape
You get all the hits!
Including:
• Days Until Close
• Validation Rule Test
• Days Since Close
• The Ultimate ParentAccount
• MTD Close Date
• YTD Close Date
• Close Date (Quarter)
• The Power of One
• Plus more!!!
Formulas for the EverydayAdmin
Bonus: SteveMo's CustomFormulaField Mix Tape
#RapinoePose!
Additional Resources
Create Reports and Dashboards for Sales and Marketing Managers
Track key business information for your stakeholders with reports and dashboards.
Reports & Dashboards for Lightning Experience
Visualize key business metrics in real-time using Lightning Experience.
Sales Reports for Lightning Experience
Set up reports and dashboards for your sales managers, reps, and execs.
Lightning Experience Reports & Dashboards Specialist
Steve mo's formulas and life hacks   frankfurt de 2020-05-07

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Steve mo's formulas and life hacks frankfurt de 2020-05-07

  • 1. SteveMo’s Formulas and Life Hacks Frankfurt DE 05.07.2020
  • 2. SteveMo's Formulas and Life Hacks A little about me… • Salesforce MVP: 2010 – Present • Power of Us Hub Hall of Fame: 2019 • Trailhead Ranger 2019 • Community College Drop-Out: 1985 - Present • Self-Taught Salesforce Admin since 2003 • World Record Holder
  • 3. Safe Harbor Statement SteveMo's Formulas and Life Hacks
  • 4. Pro-Rated % of BusinessDays Remaining SteveMo's Formulas and Life Hacks
  • 5. The Power of One SteveMo's Formulas and Life Hacks
  • 6. SteveMo's Formulas and Life Hacks • Using Basic Math to simplify Complex Formulas • Using Formula Fields for Dynamic Report Filters • The Ultimate Parent Account • Dynamically Count Days Until Opportunity CloseDate for Reports and Dashboards • How to test Validation Rule Formula Logic • FABULOUS PRIZES!!!
  • 7. Nobody has ever gotten Rabies by clicking these. They will not bite you!!! SteveMo's Formulas and Life Hacks The FormulaEditor,wherethe magic happens...
  • 8. SteveMo's Formulas and Life Hacks The FormulaEditor,wherethe magic happens...
  • 9. SteveMo's Formulas and Life Hacks The FormulaEditor,wherethe magic happens...
  • 10. Using Basic Math to simplify Complex Formulas
  • 11. Using Basic Math to simplify Complex Formulas Business Requirement Prevent user from changing the Opportunity Stage to a previous Opportunity Stage (without dying of Carpal Tunnel Syndrome). 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 <
  • 12. The ISPICKVAL Function: Determines if the valueof a picklistfield is equal to a text literal you specify. Using Basic Math to simplify Complex Formulas IF(ISPICKVAL( Alexa.Whats_it_like_outside__c, "Zombies"),"RUN!!!" , IF(ISPICKVAL(Alexa. Whats_it_like_outside__c, "Hot"), "Go to the beach", IF(ISPICKVAL(Alexa. Whats_it_like_outside__c, "Warm"),"Go hiking", IF(ISPICKVAL(Alexa. Whats_it_like_outside__c, “Snowing"), "Build a snowman", “Watch Netflix"))))
  • 13. The CASE Function: Checks a given expression against a series of values. If the expression is equal to a value, returns the corresponding result. If it is not equal to any values, it returns the else result. Using Basic Math to simplify Complex Formulas CASE(Alexa.Whats_it_like_outside__c , "Zombies", "RUN!!!", "Hot", "Go to the beach", "Warm", "Go hiking", “Snowing", "Build a snowman" , “Watch Netflix")
  • 14. Using Basic Math to simplify Complex Formulas CASE(StageName , "Qualification", 1 , "Needs Analysis", 2 , "Value Proposition", 3 , "Proposal/Price Quote", 4 , "Negotiation/Review", 5 , "Closed - Won", 6 , "Closed - Lost", 6 , 0 ) < CASE(PRIORVALUE(StageName), "Qualification", 1 , "Needs Analysis", 2 , "Value Proposition", 3 , "Proposal/Price Quote", 4 , "Negotiation/Review", 5 , "Closed - Won", 6 , "Closed - Lost", 6 , 0 )
  • 15. Using Basic Math to simplify Complex Formulas Solution Use a Formula to evaluate the Multi-Picklist field and return a numeric value for each item selected and sum the numeric values CustomField Datatype = Formula Result = Number Functions and Operators Used IF INCLUDES +Problem Need to get the count of items selected from an Multi-Picklist field on the Opportunity to get the item count per Sales Rep
  • 16. Using Basic Math to simplify Complex Formulas Custom Field Datatype = Formula Result = Number Formula = IF(INCLUDES(Multi_Picklist__c, "Multi"), 1, 0 ) + IF(INCLUDES(Multi_Picklist__c, "Picklist"), 1, 0 ) + IF(INCLUDES(Multi_Picklist__c, "Fields"), 1, 0 ) + IF(INCLUDES(Multi_Picklist__c, "Royally"), 1, 0 ) + IF(INCLUDES(Multi_Picklist__c, "Suck"), 1, 0 )
  • 18. Using $User to create dynamic Reports and List Views Solution Evaluate the CreatedBy User.Idfield and compare it to the current User.Idto return a simple True/False result. CustomField Datatype = Formula Result = Checkbox Fields Referenced CreatedById $User.Id Function Used = Problem Dynamically show in a single List View or Report, all activities that were created by the user logged in, not just activities that were owned by them Users caneasily see activities that are owned by them with the ‘My Activities’ list view
  • 19. Using $User to create dynamic Reports and List Views Custom Field Datatype = Formula Result = Checkbox Formula $User.Id = CreatedById
  • 20. Using $User to create dynamic Reports and List Views
  • 21. Dynamic Month to Date Filter Problem Create a dynamic report of the Month to Date Saless for opportunity trend analysis. Solution Use a Formula to evaluate Close Date (Number) and compare to Current Day(Number) CustomField Datatype = Formula Result = Checkbox Fields Referenced CloseDate Functions Used DAY( ) TODAY() <=
  • 22. SteveMo's Formulas and Life Hacks Functions Used TODAY( ) Returns the current date: YYYY-MM-DD Examples TODAY() = 2020-05-07 Tomorrow… TODAY() = 2020-05-08 The next day… TODAY() = 2020-05-09
  • 23. Dynamic Month to Date Filter Examples CloseDate = 2019-12-25 DAY( CloseDate ) = 25 TODAY() = 2020-05-07 DAY( TODAY() ) = 7 Functions Used DAY( Date ) Returns the day of the month, a number between 1 and 31 TODAY() Returns the current date YYYY-MM-DD
  • 24. Dynamic Month to Date Filter TODAY() = 2020-05-07 DAY( TODAY() ) = 7 CloseDate: 2019-07-04 Result = ✔ TRUE CloseDate: 2020-03-31 Result = ⃞ FALSE Custom Field Datatype = Formula Result = Checkbox Formula DAY( CloseDate ) <= DAY( TODAY() )
  • 25. Dynamic Month to Date Filter
  • 26. Dynamic Month to Date Filter
  • 27. Requirement Create a dynamic “Year to Date” report to compare the Opportunity Pipeline for the current year to the same period in previous years. Solution Use a Formula to evaluate Opportunity Close Date Day of the Year, and compare it to Current Day of the Year. Functions and Operators Used Datatype = Formula Result = Checkbox TODAY() YEAR DATE( YYYY , MM , DD ) <= Dynamic Year-To-Date Report Filter
  • 28. Report on Year-to-Date Functions Used TODAY() Returns the current date YEAR( Date ) Returns the year of a date, a number between 1900 and 9999 DATE( YYYY , MM , DD ) Creates a date value from a Year (YYYY), Month (MM), and Day(DD) numeric values
  • 29. Report on Year-to-Date Duration: ( End_Date - Start_Date ) Age: ( TODAY() - BirthDate ) Day of the Year: ( TODAY() - 2020-01-01 ) Day the Opportunity Closed: ( CloseDate - YYYY-01-01 ) Calculate the Day of the Year (anyyear) Count the number of days from January1st to that Date, by subtracting the Earlier Date from the Later Date.
  • 30. Report on Year-to-Date TODAY() = 2020-05-07 YEAR( TODAY() ) = 2020 YEAR(CloseDate) = 2018, 2019, 2020… DATE(YEAR(TODAY()) , 01 , 01 ) = 2020-01-01 DATE(YEAR(CloseDate) , 01 , 01 ) = CloseDate: 2018-12-31 = 2018-01-01 CloseDate: 2019-07-14 = 2019-01-01 CloseDate: 2020-04-01 = 2020-01-01
  • 31. Report on Year-to-Date CustomField: Year to Date (Day) Datatype = Formula Result = Checkbox Formula: ( 2018/02/15– 2018/01/01 ) = Day 46 <= ( 2020/05/07– 2020/01/01 ) = Day 128 Result = ✔ TRUE ( CloseDate - DATE(YEAR(CloseDate), 01, 01))) <= ( TODAY() - DATE(YEAR(TODAY()), 01, 01))) ( 2018/11/30– 2018/01/01 ) = Day 334 <= ( 2020/05/07– 2020/01/01 ) = Day 128 Result = ⃞ FALSE
  • 35. The "Ultimate” Parent Account We need to display the Opportunity Sales Pipeline of an entire Corporation that spans multiple Parent and Subsidiary Accounts across several tiers of Parent and Subsidiary Accounts. But… the Standard Parent Account Field only goes up 1 Level and returns the name of the Account 1 Level above that Account. It also displays a blank value if there is no Parent of that Account. The Problem:
  • 36. The "Ultimate” Parent Account = ?
  • 37. The "Ultimate” Parent Account Create a custom Formula Field on the Account Object that will return the name of the Top Parent Account in the Account Hierarchy, no matter where in the Account Hierarchy the current Account is located But… What if the Account IS the Parent Account? or What if the Account has NO Parent Account?
  • 38. The "Ultimate” Parent Account Solution Create a custom Formula(Text) Field on the Account Object that will return the name of the Top Parent Account in the Account Hierarchy, no matter where in the Account Hierarchy the current Account is located (even if there is no Account Hierarchy) CustomField Datatype = Formula Result = Text Fields and Functions BLANKVALUE Parent.Name
  • 39. The "Ultimate” Parent Account Deepak Anand “The G.O.A.T.”
  • 40. The "Ultimate” Parent Account The Solution: Use the Insert Field button to navigate through the Parent Account > lookup field into the Parent Account record. Then navigate through the Parent Account > lookup field into the next Parent Account record…
  • 41. The "Ultimate” Parent Account BLANKVALUE( Parent.Parent.Parent.Parent.Parent.Name, BLANKVALUE( Parent.Parent.Parent.Parent.Name, BLANKVALUE( Parent.Parent.Parent.Name, BLANKVALUE( Parent.Parent.Name, BLANKVALUE( Parent.Name, Name ) ) ) ) ) Formula:
  • 47. SteveMo's Formulas and Life Hacks Dynamically CountDays Until Close
  • 48. SteveMo's Formulas and Life Hacks Requirement: Identify upcoming open Opportunities and revenue, and expired, lapsed Opportunities and revenue using standard Opportunity Reports (without having to Manually update the Report Filters every time you run the Report) How?: Dynamically calculate the number of days between the Current Date and the Opportunity Close Date Dynamically CountDays Until Close
  • 49. SteveMo's Formulas and Life Hacks Functions and Fields Used IF IsClosed TODAY() Dynamically CountDays Until Close
  • 50. SteveMo's Formulas and Life Hacks Dynamically CountDays Until Close IsClosed TRUE or FALSE IsWon TRUE or FALSE
  • 51. SteveMo's Formulas and Life Hacks Custom Field Datatype = Formula Result = Number Dynamically CountDays Until Close Formula IF( IsClosed = TRUE, NULL , CloseDate - TODAY() )
  • 52. SteveMo's Formulas and Life Hacks IF( IsClosed = TRUE, NULL , CloseDate - TODAY() ) Dynamically CountDays Until Close IsClosed = TRUE Result = NULL CloseDate = 2020-05-15 Result = 8 CloseDate = 2020-05-01 Result = - 6
  • 53. Dynamically CountDays Until Close SteveMo's Formulas and Life Hacks Pro Tip: Always create a List View or a Report that displays your Formula Input Fields side-by-side with your Formula Field results No matter how simple the Formula is, or how good you think you are
  • 54. SteveMo's Formulas and Life Hacks Grab your favorite Opportunity Report. Select: Opportunity Status: Open Dynamically CountDays Until Close
  • 55. SteveMo's Formulas and Life Hacks Dynamically CountDays Until Close
  • 56. Dynamically CountDays Until Close SteveMo's Formulas and Life Hacks Bucket the Values by the Ranges you want <= -90 > -90 to -60 > -60 to -30 > -30 to 0 > 0 to 30 > 30 to 60 > 60 to 90 > 90
  • 57. Dynamically CountDays Until Close SteveMo's Formulas and Life Hacks
  • 58. Dynamically CountDays Until Close SteveMo's Formulas and Life Hacks
  • 59. Dynamically CountDays Until Close SteveMo's Formulas and Life Hacks
  • 60. Dynamically CountDays Until Close SteveMo's Formulas and Life Hacks
  • 61. SteveMo's Formulas and Life Hacks Using Checkboxesto test Validation Rule FormulaLogic
  • 62. SteveMo's Formulas and Life Hacks The Problem: The "Check Syntax" button in the Formula Editor only tests the Syntax of a Formula, not the Formula Logic. Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic For example both ( A + B ) / C and A + ( B / C ) are Syntactically correct, but they will return completely different (and potentially bad) results. So how do we test our Validation Rule Formula Logic?
  • 63. Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic Formulas for the EverydayAdmin Custom Field Validation Rule Test Datatype = Formula Result = Checkbox The Solution: Checkboxes are Boolean, just like Validation Rules. They’re either TRUE, or FALSE, a 0 or a 1, Wax on, Wax off. Formula Result ✔ TRUE = FAIL ⃞ FALSE = PASS
  • 64. SteveMo's Formulas and Life Hacks Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic Validation Rule: Prevent users from creating or editing an Opportunity in an Open Stage with a Close Date prior to the current date. Stage = Closed Won / Closed Lost Result: ✔ PASS Stage <> Closed Won / Closed Lost Close Date >= TODAY() Result: ✔ PASS Stage <> Closed Won / Closed Lost Close Date < TODAY() Result: x ⃞ FAIL StageName CloseDate TODAY() Functions and Fields Used
  • 65. Formulas for the EverydayAdmin Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic AND( CloseDate < TODAY() , IsClosed = FALSE )
  • 66. Formulas for the EverydayAdmin Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic AND( CloseDate < TODAY() , IsClosed = FALSE )
  • 67. Formulas for the EverydayAdmin Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic AND( CloseDate < TODAY() , OR( NOT(ISPICKVAL(StageName , "Closed - Won")), NOT(ISPICKVAL(StageName , "Closed - Lost")), ) )
  • 68. Formulas for the EverydayAdmin Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic AND( CloseDate < TODAY() , OR( TEXT(StageName) <> "Closed - Won", TEXT(StageName) <> "Closed - Lost" ) )
  • 69. SteveMo's Formulas and Life Hacks Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic CloseDate < TODAY() && ( TEXT(StageName) <> "Closed - Won" || TEXT(StageName) <> "Closed - Lost" )
  • 70. Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic SteveMo's Formulas and Life Hacks Formula Result ✔ TRUE = FAIL ⃞ FALSE = PASS
  • 71. Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic SteveMo's Formulas and Life Hacks
  • 72. SteveMo's Formulas and Life Hacks Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic AND( CloseDate < TODAY() , OR( TEXT(StageName) <> "Closed - Won", TEXT(StageName) <> "Closed - Lost" ) ) CloseDate < TODAY() && ( TEXT(StageName) <> "Closed - Won" || TEXT(StageName) <> "Closed - Lost" )
  • 73. Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic SteveMo's Formulas and Life Hacks
  • 74. SteveMo's Formulas and Life Hacks Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic AND( CloseDate < TODAY() , TEXT(StageName) <> "Closed - Won", TEXT(StageName) <> "Closed - Lost" )
  • 75. SteveMo's Formulas and Life Hacks Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic CloseDate < TODAY() && TEXT(StageName) <> "Closed - Won" && TEXT(StageName) <> "Closed - Lost"
  • 76. Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic SteveMo's Formulas and Life Hacks Result ✔ TRUE = FAIL ⃞ FALSE = PASS
  • 77. Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic SteveMo's Formulas and Life Hacks
  • 78. SteveMo's Formulas and Life Hacks A few caveats. Some Formula Functions that work in Validation Rule Formulas are not available in Formula fields (so you can’t use this trick to test every Validation Rule Formula. Admin LifeHack: Using Checkboxesto test Validation Rule FormulaLogic • ISNEW • ISCHANGED • PRIORVALUE • VLOOKUP “Sorry Baby,I had to crash that Honda” - Butch Coolidge, Pulp Fiction
  • 80. Bonus: SteveMo's CustomFormulaField Mix Tape SteveMo's Formulas and Life Hacks SteveMo's Custom Formula Field Mix Tape Download link: sforce.co/36wqroz Password: UoweB33R * Possible Side Effects include:Dry mouth,Drowsiness,Insomnia,Delusions ofGrandeur ,Walking on Sunshine, Password Resets,DisdaintowardsUsers. ** If you experience a Conference Call or Meetinglasting4 or more hours,contact a Salesforce Recruiter and find a better place to work.
  • 81. SteveMo's Formulas and Life Hacks Bonus: SteveMo's CustomFormulaField Mix Tape You get all the hits! Including: • Days Until Close • Validation Rule Test • Days Since Close • The Ultimate ParentAccount • MTD Close Date • YTD Close Date • Close Date (Quarter) • The Power of One • Plus more!!!
  • 82. Formulas for the EverydayAdmin Bonus: SteveMo's CustomFormulaField Mix Tape #RapinoePose!
  • 83. Additional Resources Create Reports and Dashboards for Sales and Marketing Managers Track key business information for your stakeholders with reports and dashboards. Reports & Dashboards for Lightning Experience Visualize key business metrics in real-time using Lightning Experience. Sales Reports for Lightning Experience Set up reports and dashboards for your sales managers, reps, and execs. Lightning Experience Reports & Dashboards Specialist