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Hands-On Low-Code Application Development with Salesforce

You're reading from   Hands-On Low-Code Application Development with Salesforce Build customized CRM applications that solve business challenges in just a few clicks

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781800209770
Length 608 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (28) Chapters Close

Preface 1. Section 1: What Is Salesforce?
2. Chapter 1: A Brief Introduction to Salesforce FREE CHAPTER 3. Section 2: Data Modeling
4. Chapter 2: Building the Data Model 5. Chapter 3: Mastering Formulas 6. Chapter 4: Cleaning Data with Validation Rules 7. Chapter 5: Handling Dynamic Configuration 8. Chapter 6: Security First – The "Who Sees What" Paradigm 9. Section 3: Automation Tools
10. Chapter 7: Be a Workflow Champion 11. Chapter 8: Setting Up Approval Processes 12. Chapter 9: Process Builder – Workflow Evolution 13. Chapter 10: Designing Lightning Flows 14. Chapter 11: Interacting with Actions 15. Section 4: Composing the User Interface
16. Chapter 12: All about Layouts 17. Chapter 13: The Lightning App Builder 18. Chapter 14: Leveraging Customers and Partners Power with Communities 19. Section 5: Data Management
20. Chapter 15: Importing and Exporting Data Declaratively 21. Chapter 16: Learning about Data Reporting 22. Section 6: Ready to Release?
23. Chapter 17: The Sandbox Model 24. Chapter 18: Deploying Your Solution 25. Section 7: Before We Say Goodbye
26. Chapter 19: Salesforce Ohana – The Most Amazing Community Around 27. Other Books You May Enjoy

Defining the formula syntax

A formula can be defined as a list of ingredients with which something is made, which is also a way to describe a recipe; and indeed, a formula is nothing more than a collection of values mixed together to get a resulting value that differs from the individual values put in. In mathematical terms, a formula is an algorithm that outputs a value based on other values, expressions, or fields.

In the previous chapter, we already saw a formula when defining the default value for a given custom field or when seeing the custom formula field type, which is one of the subjects of this chapter.

Let's create some examples of conditions that can be written with formulas:

  • If a case is related to an Account that is active and is open for more than 1 week, output a flagged checkbox named Urgent! (formula field).

  • Update the Stage field on the Opportunity object to Closed Lost if the opportunity is open for more than 2 months (the workflow rule&apos...

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