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

Building formula text and compiled character size limits


There is a text character and byte size limit of 3,900 characters, and a limit of 5,000 characters for the compiled characters for formulas.

When this limit is reached, you will be unable to save the formula field and will be presented with the following error:

Compiled formula is too big to execute (7,085 characters). Maximum size is 5,000 characters. 

It is common to encounter these limits when building complicated formula field calculations and particularly so when building formulas that reference other formula fields. While there is no way to increase this limit, there are some methods to help avoid and workaround these limitations, listed as follows:

  • Use the CASE function for branch conditions

  • Use algebra

For formulas that use multiple branch conditions to derive the values, as in the preceding example formula, check if the market is US and the state is California, Nevada, or Utah. You can replace the nested IF statements and...