by Mike Walsh | Jul 24, 2014 | Blog, Salesforce-Apps-AppExchange
“Clicks, not code” is the mantra of any good Salesforce administrator. Using Salesforce’s built in tools like Formula Fields, Workflow Rules, Rollup Summaries, etc. can get your team nigh to the moon and back. But what if you need metrics and don’t have Rollups available? What if you need a Field Update to happen across objects? Your typical tools can fall short in some very frustrating and unexpected places, making you turn to a developer to write complex Apex and commit to maintaining and updating the code over time. No worries, you can rollup to success with Rollup Helper in Salesforce!
Use Rollup Helper to create data roll-ups that will provide insights you could never have before. With Rollup Helper, you can turn your data into information even for your most complex rollup scenarios. All data stays safe and secure in your org.
Get your mission critical data delivered to your fingertips with clicks, not code today with Rollup Helper!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 26, 2014 | Salesforce Tips
We here at CloudMyBiz love Salesforce formulas! They can do more than just sum up a few values or spit out an average. In the past, we’ve told you about using formula fields to display images and even calculate business days between two dates, but that doesn’t even start to tell the whole story. When I started using Salesforce, I remember pigeonholing formulas into the few basic examples I was used to in Excel, low-level programming algorithms, and the handful of examples I’d seen in this or that forum. I didn’t realize that formulas in Salesforce open up a whole world of possibilities! Let me give you a few examples.
Whether you’re using the Sales or Service Cloud, ensuring a good load balance with Assignment Rules is crucial. Without formulas, it can be tricky to handle. But using a basic Mod function, you can set up Round Robin assignments in just a few minutes. If your company likes to send birthday wishes to customers, it can be a challenge to identify who you’ve got coming up. A formula and a quick report or list view can show you who has a birthday in the current month. All this and 98 other ideas are waiting for you with Salesforce’s 100 Sample Formulas to Get You Started. Check it out and try your hand at one today!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 28, 2014 | Salesforce Tips
You want to know how many days it takes from a Lead coming in to your system until it is converted. Or maybe you want to know how long it takes from when an Opportunity is created until it is closed. You can write a simple formula which will give you the number of days, but that’s going to include every day, including weekends, and that’s just not helpful. “How many days does it take for my team to close an Opportunity?” Well, plug in the formula below and you’ll have all the answers you need!
This formula looks hard, but it really is plug-and-play. Create a new formula field, replace Date_Received__c and Date_Finished__c with the relevant date fields in your system, and you’re ready to start reporting! This formula will output the number of weekdays between the Date Received and Date Finished dates. It really is that simple to update your metrics!
ABS(
CASE(MOD (datevalue( Date_Received__c)- DATE(1985,6,24),7),
0 , CASE( MOD( Datevalue( Date_Finished__c ) - datevalue(Date_Received__c)
,7),1,2,2,3,3,4,4,5,5,5,6,5,1)
,
1 , CASE( MOD( Datevalue( Date_Finished__c ) - datevalue(Date_Received__c)
,7),1,2,2,3,3,4,4,4,5,4,6,5,1),
2 , CASE( MOD( Datevalue( Date_Finished__c ) - datevalue(Date_Received__c)
,7),1,2,2,3,3,3,4,3,5,4,6,5,1),
3 , CASE( MOD( Datevalue( Date_Finished__c ) - datevalue(Date_Received__c)
,7),1,2,2,2,3,2,4,3,5,4,6,5,1),
4 , CASE( MOD( Datevalue( Date_Finished__c ) - datevalue(Date_Received__c)
,7),1,1,2,1,3,2,4,3,5,4,6,5,1),
5 , CASE( MOD( Datevalue( Date_Finished__c ) - datevalue(Date_Received__c)
,7),1,0,2,1,3,2,4,3,5,4,6,5,0),
6 , CASE( MOD( Datevalue( Date_Finished__c ) - datevalue(Date_Received__c)
,7),1,1,2,2,3,3,4,4,5,5,6,5,0),
999)
+
(FLOOR((( Date_Finished__c ) - ( Date_Received__c) )/7)*5)-1 +
( Date_Finished__c - Date_Received__c) - (datevalue( Date_Finished__c ) -
datevalue(Date_Received__c))
)
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Dec 6, 2013 | Salesforce Tips
When time is of the essence and you need to make a decision fast, you don’t have time to read. You just want your system to “show me the money!” Consider this:
You’re on the phone with a potential customer your team has been working for the last few weeks and their general attitude is “shut up and take my money!” You have all the information you need right in front of you. Now, all you need to know is if they qualify, but that requires reviewing a bunch of different fields, and every second you delay, your lead is growing more impatient. Your admin might have added a text formula field to tell you this, but you still have to sift through all the other nearly identical fields. All you want is a big thumbs-up so you can make the sale. Well, Salesforce can do that for you!
Salesforce formula fields are an invaluable tool for checking and validating information on a record, giving you dynamic feedback, and performing complex calculations instantly. But did you know that you can use a formula field to display an image? Simply use the IMAGE() tag for the formula’s output and you can show your team the lead they’re working is qualified with a big thumbs-up, warn them an account is overdue with a fat red X, flag a contact on their birthday, or show your customer support team exactly which cases came from Facebook, Twitter, Email, and the Web without cluttering their list views.
Read more here, and enjoy your awesome new page layouts!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
