Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

Arrow left icon
Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
Arrow right icon
Authors (2):
Arrow left icon
Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Arrow right icon
View More author details
Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Custom summary formulas


Custom summary formulas allow you to calculate values based on the numeric fields available in the report type. This means that you do not have to create custom formula fields for calculated results if they are only relevant in reports.

Formulas must be 3,900 characters or less. Up to five formulas can be created per report. Fields available for custom summary formulas are Number, Percent, and Currency. To add a new formula to a summary or matrix report, navigate to the Fields pane, where at the top, you will see the formulas folder icon. By double-clicking on the Add Formula option, you can define it and then click on OK. After you have defined a new formula on the report, it automatically gets added to the preview pane as a column for summary reports and as a summary field for matrix reports.

The following screenshot shows you the formula called Avg Expected Revenue, the top-left section of the Fields pane, and how it automatically appears in the preview pane as...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image