Simplify Complex Data with Dynamic Image Formulas

Use Icons to Empower Users

chanderson90@gmail.com

@chanderson90

Chandler Anderson

Business Analyst & Cloud Systems Admin

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Who is this Chandler guy?Like from Friends?

Full-time system administrator for DigitalGlue, a video

production and broadcast systems integration firm.

Based in Atlanta, Georgia.

Salesforce admin and developer for 2.5 years.

Passed ADM201 at Dreamforce last year.

Also works with Slack, Google Apps for Work, ect.

Freelances; currently implementing cloud software for

a SoCal-based startup.

Avid music nerd and pop culture junkie.

Prince!!!Waiting Priority (Low-Medium-High)

Can you guess the icon meanings?

A little exercise…

Can you picture this…

Admins are responsible for presenting users with all the data they need to do

their jobs.

As an Admin, your duty is to understand your users and

make Salesforce work for them.

BUT….

Ingredients of Salesforce success…

Users just want a straightforward interface with simple data entry and easily

digestible bits of information.

How do you do both well?

Creates unified visual

language across org.

Pictures speak louder

than words! Say more

with less.

Visually appealing.

Let Salesforce guide

users to success.

How about icons?How do they help users?

Case Status Action Indicator Hours Until/Since X

Can or can’t I do

something? What needs to

be done before I do X?

Don’t do work!

Review fields next

Display relative time in a

way that is eye-catching.

1 hour

6 hours

Overdue

How is a case doing? Are

we waiting on a response?

Is it closed out?

Open

Pending

Closed

Some awesome use cases…

Making an IconHow do you do it?

Before making an icon field…

What is the purpose of the icon? What

information are you trying to convey?

Should the criteria for the shown icon be set

manually by users or automatically by

formula?

How should you logically group data to be

associated with a particular icon in a field?

…you should ask yourself:

I use Icons8. THEY HAVE

ICONS FOR EVERYTHING!

SERIOUSLY!

Sample Image Link Formulas

Salesforce-provided URLs

Compfight

Dreamstime > Free Images

Or use Google or Flickr! But

make sure they are cleared!

(Creative Commons)

Or make your own!

Where do I get these “icons”?Lots of options out there…

These records will contain the

references for image files

displayed by the Image

Formula.

To create it:

• Navigate to Build > Develop >

Static Resources in Setup.

• Create new Static Resource

record.

• Give it a name that follows a

naming convention. Ex.

IconCheckmark

• Upload your image. A 30x30

icon is recommended.

The Static ResourcesYour icons, in Salesforce.

Can be picklist or formula.

Picklists are changed

manually or by

workflows/processes

Formulas display text strings

based on criteria.

• Create a Text formula field

that shows specific text

depending on defined criteria.

• Use nested IF statements to

create logic.

The Criteria Field IF (

TEXT ( Status ) = 'Closed',

'',

IF (

( ( NOW() - LastModifiedDate ) * 24 ) < 1,

'Last Hour',

IF(

( ( NOW() - LastModifiedDate ) * 24 ) < 6,

'Last 6 Hours',

IF(

( ( NOW() - LastModifiedDate ) * 24 ) < 12,

'Last 12 Hours',

IF(

( ( NOW() - LastModifiedDate ) * 24 ) < 24,

'Last 24 Hours',

'Too Long'

)

)

)

)

)

Referenced by the Image Field.

This field will display an

image via formula.

All you do is:

• Create a Text formula field.

• Use a CASE function to

select image based on

Criteria Formula.

• Use IMAGE functions to

reference the Static

Resources for the icons. Use

20 for both the width and

height.

The Image Field

IMAGE(

CASE(

[Criteria Field],

[Text String A], '/resource/[Icon A]’,

[Text String B], '/resource/[Icon B]’,

[Text String C], '/resource/[Icon C]’,

'' //for exceptions

),

[Criteria Field], //picklist fields need to be

inside a TEXT( ) formula.

20,

20

)

Your secret weapon.

Demo(this is the fun part)

A few cool tips……and some tricks too

Have a naming scheme for your static resources & use them as view

filters.

• ex. IconHourglass or IconPriorityLow

Put multiple icons into one text formula field – useful if you are

limited on field columns in lists.

Take advantage of help text on fields. Explain icons in them.

Create a legend for each Image Field and have that legend

accessible via Custom Link on your page layout.

Q&AWhat are your thoughts?

Thank Y u