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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd 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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Table of Contents (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... FREE CHAPTER 2. Salesforce CRM's Home Page is Where the Heart is... 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Calculating the week number for the Opportunity close date using a formula


To help manage and group opportunity records for presentation and reporting, we can automatically derive the week number for the date that the opportunity is due to be closed.

In this recipe, we will display a week number derived from the opportunity close date on the opportunity record detail and edit pages that has been calculated from the standard date field called Close Date.

How to do it...

Carry out the following steps to create a formula field for opportunity records to derive the week number for the Opportunity Close Date field:

  1. Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
  1. Click on Setup, as shown in the following screenshot:

  1. Navigate to the Opportunity customization setup page as follows:Objects and Fields | Object Manager | Opportunity | Fields & Relationships.

Locate the Fields & Relationships section on the right of the page.

  1. Click...
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