Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Advanced formula


The basic formula feature is quite restricted and you will likely seek to create more complicated formulas which can be performed by selecting the Advanced Formula tab.

Within this tab, click on Insert Field, choose a field, and then click on Insert.

You can now include merge fields along with advanced operators as well as functions, which are prebuilt Salesforce CRM formulas that you can invoke and pass your input values to by performing following steps :

Tip

Function description and example usage:

Select a function and click on Help to view a description and examples of formulas using that function.

  1. Click on Check Syntax to check your formula for errors.

  2. Enter a description of the formula in the Description box (this is optional).

  3. For formulas that result in either a number, a currency, or a percentage field, you can decide how to display blank fields. To display blank fields as a zero value, select the option Treat blank fields as zeros. To display these fields as blank values...