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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile FREE CHAPTER 2. Managing Users and Controlling System Access 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Advanced formula


The basic formula feature is quite restricted and you will likely seek to create more complicated formulas which can be performed by selecting the Advanced Formula tab.

Within this tab, click on Insert Field, choose a field, and then click on Insert.

You can now include merge fields along with advanced operators as well as functions, which are prebuilt Salesforce CRM formulas that you can invoke and pass your input values to by performing following steps :

Tip

Function description and example usage:

Select a function and click on Help to view a description and examples of formulas using that function.

  1. Click on Check Syntax to check your formula for errors.

  2. Enter a description of the formula in the Description box (this is optional).

  3. For formulas that result in either a number, a currency, or a percentage field, you can decide how to display blank fields. To display blank fields as a zero value, select the option Treat blank fields as zeros. To display these fields as blank values...

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