df16 imprivata - getting started with formulas

Chris Duncombe

Manager, Business Applications

Imprivata

[email protected]@sfdc_ninja

Getting Started with FormulasThey aren’t scary…..

Chris Rustici

Sr. Salesforce AnalystImprivata

[email protected]@ChrisRustici

Forward-Looking Statements

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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.

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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.

Chapter 1

There are tons…

…we’ll show you four

How can I use this?

Does this really work?

Prizes?

Who knows…

Chapter 2 Chapter 3 Chapter 4

What are they?

Is there a trick?

Formulas Functions Use Cases Questions

Chapter 1: FormulasWhat are they and is there a method to the madness?

How new admins sometimes feel about formulas…

How admins will feel about formulas…

So what is a formula?

Similar to formulas in Excel, formulas derive their value from other fields, values, constants and other variables present on the record. They can use functions and calculations to derive a new value of some type.

So what does that really mean?

1. What is the data coming in?

2. What is my business logic?

3. How do I want my output to look?

At its most basic level, all formulas can be broken into 3 parts

Let’s draw it out…

Data In

Functions

Calculations

Operators

Constants

Etc.

Value Out

BusinessLogic

Data In Business Logic Value Out

Score From 0 – 6 = Low

Score of 7 - 10 = High

Two Possible Values:

High or Low

Example: Low

Object: Case

Field: C-Sat Score

Example: Score = 6

Customer Satisfaction Example

How do I turn my business logic into an actual Formula???

Chapter 2: FunctionsThere’s a lot… we’ll give you four must haves

Conditions Example Result

Chris D

Chris R

Score = 15

Score = 30

TRUE

FALSE

TRUE

FALSE

Name is Chris, Has Red Hair


Score > 10, Score < 20

Score > 10, Score < 20

AND() FunctionIf X and Y are True, then True, else False

Conditions Example Result

Chris D

Chris R

Open, Expired

Open, Amount = $50,000

TRUE

TRUE

TRUE

FALSE



Closed = true, Expired = true

Lost = true, Amount = $0

OR() FunctionIf X or Y are True, then True, else False

If… Then Else

Eat

“Large”

“In Progress”

Don’t Eat

“Small”

“Past Due”

I am Hungry

X > 10

Due Date > Today

Satisfaction Score > 7

IF() FunctionIf X, then do Y, else do Z

CASE() FunctionLook at X, if it’s A, do this, If it’s B, do this, else do this

My Mood

Opportunity Stage

Shipping Cost

Customer Health

Good, Be Nice

Prospecting, “Early”

California, $10

Bad, Be Mean

Negotiating, “Late”

Massachusetts, $15

Be confused

“Mid”

$5

Look at ElseOption 2, Value 2 Option 1, Value 1

Good, Poor, Average, 😐

Chapter 3: Use Cases🎵 Is this the real life, or is this just formula fantasy? 🎵


If Open:Calculate number of days between current date and

created date

If Closed:Calculate number of days between close date and

created date

Integer representing the age, in days of the

opportunity

A.K.A. just a number

Object: Opportunity

Field(s):

Created Date

Close Date

Stage

Business Case #1: Opportunity AgeSales wants to determine the overall Age of an Opportunity since it was created. If the Opportunity is closed, it shouldn’t increase the number of days.


Open

Today - CreatedDate

Closed

CloseDate - CreatedDate

Integer representing the age, in days of the

opportunity

Object: Opportunity

Field(s) API Names:

CreatedDate

CloseDate

isClosed

Business Case #1: Opportunity AgeSales wants to determine the overall Age of an Opportunity since it was created. If the Opportunity is closed, it shouldn’t increase the number of days.

Business Case #1: Opportunity Age

IF(

isClosed,

CloseDate – DATEVALUE(CreatedDate),

TODAY() – DATEVALUE(CreatedDate)

)

Sales wants to determine the overall Age of an Opportunity since it was created. If the Opportunity is closed, it shouldn’t increase the number of days.

One of our Core Functions

Value if condition is True

Value if condition is False (the Else)

The condition…

Business Case #1: Opportunity Age

Open Opportunity

Sales wants to determine the overall Age of an Opportunity since it was created. If the Opportunity is closed, it shouldn’t increase the number of days.

Closed Opportunity


Priority of Low is Green

Priority of Medium is Yellow

Priority of High is Red

One of three images*:

o Green Flago Yellow Flago Red Flag

*Even though this is an image. You will return TEXT

Object: Case

Field(s): Priority

Business Case #2: Case PriorityCases are given a priority of low, medium or high that the support team uses to rank and prioritize all of their Cases. They need a visual way to see Low/Medium/High cases


Priority of low"/img/flag_green.gif”

Priority of medium"/img/flag_yellow.gif”

Priority of high"/img/flag_red.gif"

Output one of these three images

Object: Case

Field(s) API Names:

Priority


Business Case #2: Case Priority

IMAGE(

CASE(

Priority,

"Low", "/img/samples/flag_green.gif",

"Medium", "/img/samples/flag_yellow.gif",

"High", "/img/samples/flag_red.gif",

"/s.gif"

), "Priority Flag"

)

Cases are given a priority of low, medium or high that the support team uses to rank and prioritize all of their Cases. They need a visual way to see Low/Medium/High cases

Function: IMAGE(image url, hover text)

Core Function: CASE(Condition, Option 1, Value 1, Option 2, Value 2, Else Value)

Case condition. Tells the formula to look at the priority field

If Priority is low, use this image URL for the image function

If Priority is medium, use this image URL for the image function

If Priority is high, use this image URL for the image function

If Priority is none of the above, use this image URL for the image function

Hover text. 2nd argument for the image function


New Business over $50k

OR

Upgrade over $100k

OR

Renewal over $150k

Display a $$ image when true, otherwise show

nothing

Object: Opportunity

Field(s):

Amount

Type

Stage

Business Case #3: Strategic OpportunitiesSales needs to see all “strategic” opportunities that haven’t been closed. This is any New Business Opportunity over $50k, Upgrade Opportunities over $100k, and any Renewal Opportunity over $150k.


Type = "New Business" & Amount > 50,000

OR

Type = "Upgrade" & Amount >100,000

OR

Type = "Renewal" & Amount >150,000

/img/icon/cash24.png

Object: Opportunity

Field(s) API Names:

Amount

Type

isClosed


Business Case #3: Strategic Opportunities

IF(

AND(

IsClosed = False,

OR(

AND(ISPICKVAL( Type , "New Business"), Amount > 50000),

AND(ISPICKVAL( Type , "Upgrade"), Amount > 100000),

AND(ISPICKVAL( Type , "Renewal"), Amount > 150000)

)

),

IMAGE('/img/icon/cash24.png', 'Strategic Opp'),Null

)

Sales needs to see all “strategic” opportunities that haven’t been closed. This is any New Business Opportunity over $50k, Upgrade Opportunities over $100k, and any Renewal Opportunity over $150k.

Core Function #2

The condition…

Yet another Core Function…now we’re showing off!

New Business over $50k

Upgrade over $100k

Renewal over $150k

If above criteria is met, display $$ Image

Core Function #1

If above criteria is not met, display nothing


Now you know it allWhen you walked in The Chris’s showed some tricks

The formula of this presentation…

So what did we learn???

Formulas make us look like Rock Stars (Images, #s, %s….)1

2

3

4

Functions are our friend (IF, AND, OR, CASE…)

Method to the formula madness (Data In, Business Logic, Value Out)

No Code!

Thank Y u

Trivia

Question: What is our formula to building formulas?

Answer: Data In Business Logic Value Out

Chapter 4: QuestionsWhat’s the meaning of life?

Additional Resources

1. All icons available to use that are preloaded in your org

1. http://free-121d5f44d20-121d603d1c5-121ee2b8103.force.com/force2b/salesforceicons

2. Trailhead: Formulas & Validations

1. https://trailhead.salesforce.com/module/point_click_business_logic

3. Trailhead: Advanced Formulas

1. https://trailhead.salesforce.com/module/advanced_formulas

4. Chatter: Formulas - Help, Tips and Tricks

1. https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001ocs

http://free-121d5f44d20-121d603d1c5-121ee2b8103.force.com/force2b/salesforceicons

https://trailhead.salesforce.com/module/point_click_business_logic

https://trailhead.salesforce.com/module/advanced_formulas

df16 imprivata - getting started with formulas

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