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.