For Administrators

  • Process Not Firing for Roll-up Summary
    April 4, 2018

    Process Not Firing for Roll-up Summary Field Entry Criteria

    There are a lot of posts floating around about the lack of support for formula fields in Roll-up Summary fields but not the other way around. I had a unique Use Case that I spent the better half of a day troubleshooting so I thought I'd share my experience. Hopefully, someone can benefit from my efforts. BUSINESS USE CASE Need to mo

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  • December 17, 2015

    Express Yourself: Writing REGEX Functions for Administrators

    Salesforce is only as good as the quality of data that is captured. Without good controls on data entry, users cannot trust in their database to provide actionable intelligence about business operations. This is also why it is of paramount importance to use the right validations at the right time so that our users can be guided to provide app

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  • feature traffic light
    May 18, 2015

    How to Add Visual Indicators Easily to Salesforce

    Did you know that Salesforce has standard visual indicators available that can be displayed through a simple formula field? These eye-catching images allow users to quickly understand data at first glance as compared to text fields. As Edward Tufte is famously quoted "above all else show the data." Take the example below. A green, yellow, o

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  • sales intelligence with salesforce formulas
    November 12, 2013

    Business Intelligence and Salesforce Report Formulas: Quarter-to-Date Weekly Average

    Do you ever get frustrated trying to coax a calculation out of Salesforce that you know should be possible, but feel like you can't quite get to without special business intelligence app add-ons, or worse, manually calculating in Excel?  Ever felt your hackles rise when someone describes Salesforce Reporting as more of a 'Dark Art' than what

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  • September 25, 2012

    SFDC Formula Field – Today’s date plus one year

    [caption id="" align="alignright" width="200"] photo by Joe Lanman on Flickr[/caption] We often get requests to calculate a date that’s one year, or sometimes one year minus one day from a date like an Opportunity’s Close Date. For example, if an Opportunity includes Products with a license that is valid for just one year, the license w

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  • August 12, 2011

    Salesforce Cross-Object Formulas: This is Not the $User You Are Looking For

    Cross-object formulas are a great way to provide access to fields on related records, for display or in calculations. As an example, rather than redoing your work (and increasing the likelihood of errors) by recreating an Account:Top Account field on Opportunities, you can use a cross-object formula to pull the associated Account's value o

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  • February 24, 2010

    Use Formulas to Solve Problems in Salesforce.com

    Formulas are incredibly useful in overcoming the challenges you face as an Admin, Report Writer, Customizer or Developer of a Salesforce system. Learning how to use them can seem daunting; however, through practice and by leveraging the work of others, you can progress quickly. Below is a quick overview overview of formulas, suggestions for us

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