Calculate Age of record(Formula Field) to exclude Saturday and Sunday –
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Great tip for admins! Keeping your record ages related to only business days!
Tip of the Week – Use Images and Icons for a Better Salesforce Org
A well-placed image or icon can do wonders to liven up your Salesforce org. Not only are graphics eye-catching and can make your work experience more pleasant, but they can often communicate information quicker and more effectively than text. For example, the bar images below give a handy visual indicator to represent a percentage out of 100.
While these dynamic bar graphs do take a bit of coding know-how, adding simple visual enhancements into your org is pretty quick and painless. The team at Salesforce Ben has put together a step by step guide on how to customize your org with icons and images. Take a peek at the link below:
Images in Salesforce Formula Fields
– Ryan and the CloudMyBiz Team
Tip of the Week – Reporting the Last Day of the Month in Salesforce
How can you find the last day of any month for reporting purposes? Perhaps you need a report to check account running balances for the last day of the month over the last 12 months. Or maybe you want to see the sales closing numbers, for the last day of the month over the past year. These sorts of reports can be very helpful, but considering each month has a different number of days, how do you find the answers?
Well the answer is actually a pretty simple trick. You simply find the first day of the next month, and subtract one day. The system will automatically take a step back on the calendar and give you the results you need.
When plugged into a formula field, the result should look something like this:
IF(
MONTH( date ) = 12,
DATE( YEAR( date ), 12, 31 ),
DATE( YEAR( date ), MONTH ( date ) + 1, 1 ) – 1
)
Presto! You are now looking at the last date of the month. You can use this to get more creative, like creating formula check boxes if a certain record falls on the last day of the month, to create a report to see what the performance was ONLY on the last day of the month
Click here for more sample date formulas!
-Ryan and the CloudMyBiz Team
Tip of the Week – Use simple formulas to supercharge your Salesforce List Views
List Views in Salesforce are a reliable tool for giving you the information you need to prioritize your day, letting any user quickly filter and sort your records so that they can start tackling work in an organized way. The problem with List Views is that there may be a lot of information you want to see before clicking into a record. While you can fit all those fields in the view, they won’t all fit in the limited space on your monitor, forcing you to constantly scroll left and right to get what you need. If this has been a frustration for you, don’t worry, there is a simple solution!
We’ve written a lot of posts about strategic ways to leverage formulas in Salesforce for some pretty cool and powerful results. In this post, I’d like to add another useful formula to your Salesforce arsenal. When there’s a lot of information you want to add to a List View without taking up significant horizontal screen real estate, you just need to create a “Record Overview” formula. Include a label followed by a reference to the appropriate field, then a BR() tag to add a line break before the next one (i.e.: "Account: "&{!Account.Name}&BR()&"Contact: "&{!Contact.Name}). You’ve got 255 characters to work with, which can go a long way. On a Lead, you can include valuable qualifying details. On a Case, you can include information such as the last time you communicated with the client. One or two of these simple formulas let you narrow your List Views enough that you can just scroll down to see everything you need, making it easier for your team to quickly identify where they should focus next. Pretty cool, and really easy!
-Jared and the Salesforce Guys
Weekly Top 5 – Everything you need to track turnaround time in Salesforce
When you’ve got a product to sell and your competitors are chomping at the bit to snipe your potential clients away, the name of the game is speed. If you can move faster than the competition, you maximize your chances to win the deal. In order to accelerate your sales process, you need to get a handle on the turnaround time for each step, identify the bottlenecks, and collaborate with your team to identify solutions for streamlining those rough spots. Below are the 5 things you need to start speeding up your sales cycle in Salesforce.
- Date/Time fields for each Stage – Creating a date/time field for each Stage lets you time-stamp when a Lead or Opportunity reaches that stage
- Workflow Rules to update the Stage date/time fields – For each date/time field, you’ll need a Workflow Rule to update that field when the Stage is updated to match that.
- Formula fields to calculate the time between each Stage – For example, if your first two stages are App Out and App In, you’ll need a Formula to calculate App In – App out.
- Reports to calculate average time per stage – It’s best to filter out open deals so that you’re working with the most complete data set. You might want to create one Report for deals you won and another for deals you lost to get a solid understanding of why you win some and lose others.
- Goals for improvement – Information is all well and good, but if you don’t set goals for future improvements, there will be no urgency to make those improvements.
This is a simple Salesforce solution for identifying bottlenecks and improving your processes, but it can be very powerful. If you need a more dynamic solution, something targeted at your specific Salesforce process, or recommendations on how to meet your goals, talk to the team at CloudMyBiz today!
-Jared and the Salesforce Guys