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Learn Salesforce Formulas

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Learn Salesforce Formulas

Become the go to formula person in your organisation!

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3237 enrolled on this course

Last updated 11/2021

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₹ 3099.0

₹ 4599.0

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Lessons

Quizzes

Duration

13 Hours

Skill level

Beginner

Language

English

Certificate

Yes

Full lifetime access

Yes

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.
Who this course is for:
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

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

You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
No previous design experience is needed.
No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures

Expand All Sections

1-Introduction

1.1-Introduction

1.2-Developer Edition Signup

1.3-What is a formula

1.4-What makes up a formula

1.5-Formula Data Types

2-Formula Operators

2.1-Math Operators

2.2-Logical Operators

2.3-Text Operators

2.4-Operators Quiz

3-Build our first formulas

3.1-First formula: Average employee revenue

3.2-First Validation Rule

3.3-Tweak the validation rule - AND vs OR

4-Logical Functions

4.1-Intro to Functions

4.2-IF

4.3-AND and IF

4.4-AND and OR Comparison

4.5-AND and IF Overdue part 2

4.6-Default Fields using CASE

4.7-Jetstream getjetstream.app

4.8-IF and nested IF - Opportunity Discount

4.9-Nested IF - Company Size - advanced

4.10-Nested IF vs CASE - Close Date Month pt 1

4.11-Nested IF vs CASE - Close Date Month pt 2

4.12-INCLUDES and Multiple IF Statements

4.13-ISBLANK and NOT

4.14-ISNEW() - Flow

5-Date and Time Functions

5.1-Common Date and Time Functions pt 1

5.2-Days to Opportunity Close

5.3-Case Open Duration

5.4-Common Date and Time Functions Pt 2

5.5-Different Date Formats

5.6-Date with Month written out

5.7-Group report by day of week - WEEKDAY and CASE

5.8-Date and Time Functions Quiz

6-Math Functions

6.1-Common Math Functions

6.2-MIN and MAX

6.3-FLOOR and CEILING

6.4-UNIXTIMESTAMP

6.5-FROMUNIXTIME

7-Text Functions

7.1-Text Functions pt 1

7.2-BEGINS 1/2

7.3-BEGINS 2/2

7.4-CONTAINS

7.5-CASESAFEID

7.6-Text Functions 2

7.7-INITCAP, LOWER, UPPER, LEN

7.8-LEFT AND RIGHT

7.9-LPAD

7.10-Text Functions 3

7.11-TRIM

7.12-SUBSTITUTE

7.13-SUBSTITUTE(SUBSISTITUTE(

7.14-TRIM vs SUBSTITUTE

7.15-ISPICKVAL

7.16-HYPERLINK

7.17-Text Functions Quiz

8-Advanced Functions

8.1-Advanced Functions

8.2-ISCHANGED

8.3-REGEX 1: Aus or US Postal Code

8.4-REGEX 2: Salesforce syntax

8.5-REGEX 3: 5 or 9 digit postal code

8.6-REGEX 4: it's making field "required"

8.7-REGEX 5: SSN and Aadhar

9-Summary Functions - Reports

9.1-Summary Functions - Reports

9.2-PARENTGROUPVAL - Accounts by Industry

9.3-PARENTGROUPVAL - Percentage of Open Opportunities by Stage

9.4-PREVGROUPVAL - Difference in Closed Won Amount by Month

9.5-PREVGROUPVAL - Max Commission Difference over time

9.6-Opportunity Win % Individual

9.7-Opportunity Win % Company Wide

10-Miscellaneous - handy hints

10.1-Dynamic Reports and List Views - Created by User

10.2-Using checkbox to test validation rules

10.3-Power of One - 1

10.4-Validation rule - part 1 cannot move back a stage

10.5-Validation rule - parts 2 and 3 - cannot skip a stage unless closed won

11-Notes and Quick References

11.1-Formula trailmix

11.2-FORMULAS QUICK REFERENCE

11.3-Examples of Advanced Formulas

11.4-Formula FAQs

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