Table of Contents
What are some common formula errors in Salesforce?
Common Formula Errors Create a Custom Address Field (Beta) Editing Rich Text Area Fields in Records Delete Picklist Dependencies Clone Validation Rules Address as a Custom Field (Beta) Delete or Deactivate Lookup Filters View Active and Inactive Picklist Values Using the Field Dependency Matrix Lookup Filters Adding Code Samples to Posts
How to work with hyperlink formula fields in Salesforce?
Tips for Working with Hyperlink Formula Fields Widgets Overview Cascading Style Sheets Overview Work with Translation Files Publishing and Managing Live Sites Slowest Desktop Record Pages Standard Action Overrides Reporting on Salesforce Sites Creating Site.com Pages Associate a Portal with Salesforce Sites About Site.com Feature Licenses
How to build your own salesforce app dependent picklists?
Build Your Own Salesforce App Dependent Picklists Lookup Filters Establish an Upper Bound Limit Sample Account Validation Rules Record IDs for Salesforce Connect External Objects Define Dependent Picklists Define Default Field Values Lookup Filter Examples
What’s new in Salesforce connect for external objects?
External Objects in Salesforce Connect Salesforce Connect Define Custom HTTP Headers for OData Connectors More Features Supported by Salesforce Connect Record Feed Salesforce Connect Adapters Included per Add-On License Reports OData 4.0 Query Options OData 2.0 or 4.0 Adapter for Salesforce Connect Other Ways to Send a Custom Notification
Can you use a formula in a formula Salesforce?
Formulas are used in many areas in Salesforce such as Validation rules, workflow rules, process builder, etc. Users cannot change the value of a formula field manually. In this article, we will be explaining the formula field creation using formula editor and examples.
What does == mean in Salesforce formula?
EqualDescription. = and == (Equal) Evaluates if two values are equivalent. The = and == operators are interchangeable. <> and != (Not Equal)
How do I count opportunities in Salesforce?
2 AnswersNavigate To Account Object.Under ‘Account Custom Fields & Relationships’ Click on New button to create Custom Field.Select Field Type as Rollup Summary Field. Click Next then mentioned field Name as ‘Opportunity Count’. Click Next,Under Summarize Object Select ‘Opportunities’ as Summarize Object.
How is total price calculated opportunity product Salesforce?
The Total Price of each line item (Product) is calculated as follows (UnitPrice * Quantity)* Discount. Then, the un-rounded Total Price is then summed. Because the un-rounded number is summed, there may be a potential discrepancy when comparing the value to a manually calculated result.
What is Priorvalue in Salesforce?
The PRIORVALUE function gets the previous value of a field that is the same value if the record is being created, or the real previous value if the record is being updated.
What is a case formula?
A case function has 4 components: 1: Expression: the condition you are evaluating. 2: Result: the value you are checking for. 3: Return: what you want to return for each value. 4: Catch-all: if none of these defined results are true, then just do this.
How do you calculate flow record?
Equals Count operator can be used to find the count or number of records in Record Collection Variable in Salesforce Flow.
How do I create a count field in Salesforce?
Select only when a record is created….Click on the gear icon.Click on Setup.Click on Object Manager and click on Accounts.Click on Fields and Relationships.Click on New.Select Number as the type and click on Next.Add the details. Enter Counter for the name and 18 for the Length.Input 0 for the Default Value.More items…
What is unique count in Salesforce report?
A count of unique values appears as a grand total for the whole report and as a subtotal for each group. Example Opportunity reports often list multiple opportunities with the same account. Add a unique count to the Account Name column to see how many individual accounts values appear in the report.
What is the difference between opportunity product and product in Salesforce?
Products are a catalog of products/items that you company can sell. No pricing information (by default) is included, just description, category, code, etc. Opportunity Products are line items on an opportunity. It will include pricing information for that particular order.
How opportunity is related with product in Salesforce?
An opportunity has to be linked to the Product for generating order or to do Quote management going ahead . The products linked to opportunity are known as opportunity line Item or opportunity product . The revenue is the sum of prices of these line items .
How do I use products in Salesforce?
Navigate to the opportunity that you want to edit.In the Products related list, select Add Products, or select Edit next to a product in the list. … Find the products you want to add to this opportunity. … In the Quantity field, enter the number of products at this price.Enter the sales price for the product.More items…
Expected Product Revenue
This formula calculates total revenue from multiple products, each with a different probability of closing.
Maintenance Calculation
This formula calculates maintenance fees as 20% of license fees per year. Maintenance Years is a custom field on opportunities.
Monthly Subscription-Based Calculated Amounts
This formula calculates an opportunity amount based on a monthly subscription rate multiplied by the subscription period.
Opportunity Additional Costs
This formula calculates the sum of the product Amount, maintenance amount, and services fees. Maint amount and Service Fees are custom currency fields.
Opportunity Categorization
This formula uses conditional logic to populate an Opportunity category text field, based on the value of the Amount standard field. Opportunities with amounts less than $1500 are “Category 1,” those between $1500 and $10000 are “Category 2,” and the rest are “Category 3.” This example uses nested IF statements.
Opportunity Data Completeness
This formula takes a group of fields and calculates what percent of them are being used by your personnel. This formula field checks five fields to see if they are blank. If so, a zero is counted for that field. A “1” is counted for any field that contains a value, and this total is divided by five (the number of fields evaluated).
Opportunity Expected License Revenue
This formula calculates expected revenue for licenses based on probability of closing.
