Formulas in Salesforce are a real powerhouse. They can do so many things, it’s hard to list them all. We’ve written a number of posts about the power of formulas in Salesforce, but many of them come with the caveat that they will take you some time and effort to implement. Certain types of formulas, such as CASE(), have very specific, very repetitive syntax that can be a chore to prepare. Wouldn’t it be nice if there were some tool available to speed up the process? Well, have I got a treat for you!
This spreadsheet is immensely powerful in its simplicity, and I use it (and versions of it) frequently when I’m creating anything from basic Case formulas to more complex formulas involving Case statements. Simply enter the API name of the picklist field you’re working with in B2, then fill out columns A and B with the picklist values and formula results. Columns D and F will generate the formulas for you. All you have to do is copy it from the spreadsheet and paste it directly into Salesforce. Couldn’t be easier!
-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.