Learn Salesforce Formulas
What you’ll learn
Create robust validation rules to ensure data integrity
Create cross-object field formulas to see information on the record you want
Create row-level formulas to make reports more powerful
Create flow entry conditions to only run the flows when you want
Understand the different types of formula operators and syntax
Requirements
Basic understanding of Salesforce is required. You should know how to navigate through Setup and understand relationships between standard objects.
You do not need previous experience building formulas. We will start with simple examples and progressively build more complicated formulas.
Description
Learn when, where, why, and how you should be using formulas in Salesforce!Formulas are an essential thing to learn to be the best Admin, Business Analyst, Developer, or Consultant in a Salesforce org. After this course you’ll be a more knowledgeable and useful member of your team. Improve your hireability and salary with improved Salesforce skills!We’ll cover the most common formula operators and functions, and go through many practical examples that you can implement in your org straight away. You’ll learn how to systematically build your formulas to be more and more powerful without confusing yourself. I also share my favourite extension to make formula writing more user friendly.The course is designed in a logical order where you’ll keep building upon new knowledge. Starting with the very basics we’ll learn about where they are used, the different elements that they contain, and the different data types outputs.After that, it’s time to get your hands dirty and start building. Your first formulas will only be one line long. At the end of the course you’ll be building 10+ line formulas and understand every part of it!We’ll cover every type of operator, the most common functions (logical, Date and Time, Math, Text, Advanced), and finish by using formulas inside of reports to produce powerful business insights.
Overview
Section 1: Introduction
Lecture 1 Introduction
Lecture 2 Developer Edition Signup
Lecture 3 What is a formula
Lecture 4 What makes up a formula
Lecture 5 Formula Data Types
Section 2: Formula Operators
Lecture 6 Math Operators
Lecture 7 Logical Operators
Lecture 8 Text Operators
Section 3: Build our first formulas
Lecture 9 First formula: Average employee revenue
Lecture 10 First Validation Rule
Lecture 11 Tweak the validation rule – AND vs OR
Section 4: Logical Functions
Lecture 12 Intro to Functions
Lecture 13 IF
Lecture 14 AND and IF
Lecture 15 AND and OR Comparison
Lecture 16 AND and IF Overdue part 2
Lecture 17 Default Fields using CASE
Lecture 18 Better Salesforce Formula editor
Lecture 19 IF and nested IF – Opportunity Discount
Lecture 20 Nested IF – Company Size – advanced
Lecture 21 Nested IF vs CASE – Close Date Month pt 1
Lecture 22 Nested IF vs CASE – Close Date Month pt 2
Lecture 23 INCLUDES and Multiple IF Statements
Lecture 24 ISBLANK and NOT
Lecture 25 ISNEW() – Flow
Section 5: Date and Time Functions
Lecture 26 Common Date and Time Functions pt 1
Lecture 27 Days to Opportunity Close
Lecture 28 Case Open Duration
Lecture 29 Common Date and Time Functions Pt 2
Lecture 30 Different Date Formats
Lecture 31 Date with Month written out
Lecture 32 Group report by day of week – WEEKDAY and CASE
Section 6: Math Functions
Lecture 33 Common Math Functions
Lecture 34 MIN and MAX
Lecture 35 FLOOR and CEILING
Lecture 36 UNIXTIMESTAMP
Lecture 37 FROMUNIXTIME
Section 7: Text Functions
Lecture 38 Text Functions pt 1
Lecture 39 BEGINS 1/2
Lecture 40 BEGINS 2/2
Lecture 41 CONTAINS
Lecture 42 CASESAFEID
Lecture 43 Text Functions 2
Lecture 44 INITCAP, LOWER, UPPER, LEN
Lecture 45 LEFT AND RIGHT
Lecture 46 LPAD
Lecture 47 Text Functions 3
Lecture 48 TRIM
Lecture 49 SUBSTITUTE
Lecture 50 SUBSTITUTE(SUBSISTITUTE(
Lecture 51 TRIM vs SUBSTITUTE
Lecture 52 ISPICKVAL
Section 8: Advanced Functions
Lecture 53 Advanced Functions
Lecture 54 ISCHANGED
Lecture 55 REGEX 1: Aus or US Postal Code
Lecture 56 REGEX 2: Salesforce syntax
Lecture 57 REGEX 3: 5 or 9 digit postal code
Lecture 58 REGEX 4: it’s making field “required”
Lecture 59 REGEX 5: SSN and Aadhar
Section 9: Summary Functions – Reports
Lecture 60 Summary Functions – Reports
Lecture 61 PARENTGROUPVAL – Accounts by Industry
Lecture 62 PARENTGROUPVAL – Percentage of Open Opportunities by Stage
Lecture 63 PREVGROUPVAL – Difference in Closed Won Amount by Month
Lecture 64 PREVGROUPVAL – Max Commission Difference over time
Lecture 65 Opportunity Win % Individual
Lecture 66 Opportunity Win % Company Wide
Section 10: Miscellaneous – handy hints
Lecture 67 Dynamic Reports and List Views – Created by User
Lecture 68 Using checkbox to test validation rules
Lecture 69 Power of One – 1
Lecture 70 Validation rule – part 1 cannot move back a stage
Lecture 71 Validation rule – parts 2 and 3 – cannot skip a stage unless closed won
Section 11: Salesforce Formula Videos
Lecture 72 Formulas for the everyday admin
Lecture 73 Formulas Rule! Master Complex Assignment Rules With Formulas
Lecture 74 Getting Started With Formulas
Lecture 75 8 Reporting Formulas Users Don’t Know To Ask For
Lecture 76 How To: Become A Reporting Guru With Formulas For Dashboards And Reports
Section 12: Notes and Quick References
Lecture 77 FORMULAS QUICK REFERENCE
Lecture 78 Examples of Advanced Formulas
Lecture 79 Formula FAQs
Beginner’s guide to learning how you can use formulas in Salesforce,Admins wanting to create more efficient flows,Admins and Business Analysts wanting to have more valuable reports
Course Information:
Udemy | English | 4h 25m | 2.50 GB
Created by: Steven Trumble
You Can See More Courses in the Business >> Greetings from CourseDown.com