Best Practices for Implementing Salesforce CRM - Cloud Experts

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3 tips to get unstuck when creating a formulaIf you can write a formula in Excel, you can write one in Salesforce. However, if you ever need help, hereare 3 tips to help find a solution:1. Check a reference2. Write it down, then break it up3. Ask the communityTip 1: Check a referenceThe following references explain how to use formulas and give you ideas on how to get started:AbstractSalesforce administrators—Have you evergotten stuck creating a formula? Here are 3 tipsto help solve your problem.By Terrence Hall• Help and Training – Click Help & Training on any Salesforce page and type in the formula functionyou want to use. You’ll get a description of how to use the function as well as some examples.• Formula cheat sheet – If you’re not sure which formula function to use, print this two-page cheat sheet,which lists common functions in groupings.• Useful validation rules – Don’t reinvent the wheel, modify it. Look at examples of validation rules,ranging from ensuring valid postal codes to preventing reps from being too generous with discounts onquotes. When you find a validation rule you like, customize the formula to suit your needs.Tip 2: Write it down, then break it upIf your formula gets too complicated, start from the beginning and break up it up into smaller steps.For example, let’s say you want to assign a rating of Hot, Warm, or Cold to a lead, based on a scoreassigned by marketing. In addition, you want to display the rating as an image. To accomplish this task,you’ll use IF and IMAGE functions for your formula.1. First, start by using comment tags ( /* */ ) to spell out the basics. Don’t forget to add the dateand your name for future reference.
3 tips to get unstuck when creating a formulaBetween the comment tags /* */,state the formula’s goal2. You’ll use two IF statements in this formula. To get the first IF statement to work, useplaceholders for the hot image and for the second IF statement. Then click Check Syntax to makesure there are no problems with your formula. If everything is OK, you’ll get the message “Nosyntax errors in merge fields or functions”; if not, the message will explain the type of error.Use placeholders for the Hot imageand second IF statements.Write your first IFstatement.Check your formula before you move on.BEST PRACTICE 2
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Best Practices for Implementing Salesforce CRM - Cloud Experts

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