Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Overview of formulas

Formulas are used to calculate custom fields and add logic to features such as validation rules and flows. Formulas calculate based on operators and functions.

The following operators and functions are available in Salesforce formulas. Using a combination of these results in a very powerful data integrity engine.

Below, we have provided screenshots of the different operators and functions categorized into different areas. First, we will see math, logic, and text operators; next, we will see date and time, logic, math, text, summary, and advanced functions. Have a brief look through the information below to get an idea of the tools you have available to you:

Note that you can view these operators and functions, and their relevant descriptions, at any time on Salesforce Help (see Further reading).

  • Math operators:

Figure 19.1: List of math operators available in Salesforce formulas

  • Logic operators:
  • ...