Getting Started with SalesForce CRM

Business Processes Formula in SalesForce CRM

Description:
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In the same series, we have prepared a complete end-to end Hands-on Beginners Gide !or
Sales"orce. The docment !ocses gide #o throgh the varios e$amples o! writing
comple$ !ormlas. %oin or pro!essional training program and learn !rom e$perts.
History:
Version Description Change Author Publish Date
0.1 Initial Draft Chandra Prakash har!a 10
th
"an #01$
0.1 %e&ie'(1 u!it )oyal #0
th
"an #01$

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Contents
Contents............................................................................................................................................ 2
Last Activity Month Display................................................................................................................ 3
Day of Week...................................................................................................................................... 4
Close Date Calculation:..................................................................................................................... 5
Age Calculate yea!s ol"# :................................................................................................................. $
%i!th"ay &n"icato! :............................................................................................................................. '
(ene!ate )*ployee &" +u*,e!:...................................................................................................... 12
Calculate &nte!*e"iate Milestone f!o* )n" Date.............................................................................13
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Last Activity Month Display
Example : -he!e is one o!gani.ation a"*in assign task fo! e*ployee ho/ to a"*in o! e*ployee
ho/ to kno/ /hat is last assign *onth.
Displays the *onth of the last account activity o! is ,lank if the!e a!e no activities fo! the account.
Solution : Login in you! 0ales1o!ce Account un"e! login you can see Setup 2 O!ect 2 0elect
custom o!ect 3 -hen a"" ne/ custo* fiel" Click on +e/ ,utton.
select Formula 2 "ext an" the!e ente! fo!*ula fo! Last activity *onth. then 0ave this .
Formula Co#e :
CASE( MONTH( Close_Date__c ) ,1, "January",
2, "Feruary", !, "Marc"", #, "A$r%l",
&, "May", ', "June", (, "July", ), "Au*ust",
+, "Se$te,er", 1-, "Octoer", 11, "No.e,er",
12, "Dece,er", "lan/")
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Afte! save fo!*ula then go to task ta, an" give task . you can see the!e is last Activity Month is
availa,le he!e.

Day o$ %ee&
Calculates -ask 0ta!t Date "ay of the /eek an" "isplays as te4t.
Example : /hen you assign task sta!t "ate 356462514# ho/ to kno/ in 356462514# /hich "ay .
sho/ "ay of /eek ,y using fo!*ula.
Solution : A"" 1o!*ula 1iel" as a te4t fiel".
'o( to a## :
Login in you! 0ales1o!ce Account un"e! login you can see Setup 2 O!ect 2 0elect custom o!ect
3 -hen a"" ne/ custo* fiel" Click on +e/ ,utton.
select Formula 2 "ext an" the!e ente! fo!*ula.
CASE)MOD) "ODA*)+ , DA"E)-.//0 -0 1+0 1+0
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/0 2Sun#ay20 -0 2Mon#ay20 30 2"ues#ay20 40
2%e#nes#ay20 50 2"hurs#ay20 60 2Fri#ay20 70
2Satur#ay202Sho( Error 2+
Close Date Calculation:
Due "ate ,ase" on the p!io!ity of the case. &f it is high3 "ue "ate is 1 "ays afte! ,eing opene". &f it is
*e"iu*3 "ue "ate is 3 "ays afte! opening. 7the!/ise3 "ue "ate is 5 "ays.
&f 8!io!ity is high -ask )n" Date Close Date 9 1#3 &f p!io!ity is Me"iu* -ask )n" Date Close Date :
1#3 &f 8!io!ity is Lo/ -hen -ask )n" Date Close Date : 2#
Solution :
1i!stly C!eate Custo* 1iel" as a 1o!*ula -ype3 un"e! the fo!*ula type select Date Data -ype.
'o( "o Create Custom Fiel# as a Formula "ype:
Setup 2 Create 2 O!ect 2 0elect any Custom O!ect )4: Assi8n "as&#3 -hen fin" he!e ;
Custo* 1iel"s < =elationships ; 0ection3 un"e! this section click on 9e( ,utton. see ,elo/.
Step - :
Step 3 : Afte! click on +e/ ,utton3 0elect 1o!*ula type then click on +e4t ,utton.
Step 4 : -hen 0elect Date type Data -ype3 an" ente! then "ata type na*e an" click on +e4t
,utton.
Step 5 : Afte! then /!ite he!e fo!*ula. -hen 0ave it.
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:F) :SP:C;<AL) priority==c 0 2'i8h2+0 Close=Date==c , -0 :F) :SP:C;<AL)priority==c0
2Me#ium2+0
Close=Date==c > -0 Close=Date==c > 3++
Step 6 : -hen click on Assign -ask -a,. see ,elo/

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A8e Calculate )years ol#+ :
Example : &n o!gani.ation the!e is )*ployee Detail page in this page sto!e all "etail a,out
e*ployee3 /e nee" t o calculate e*ployee ho/ yea! ol" e*ployee3 calculate on Do, fiel". ,y
using fo!*ula fiel".

Solution :
1i!stly C!eate Custo* 1iel" as a 1o!*ula -ype3 un"e! the fo!*ula type select Date Data -ype.
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'o( "o Create Custom Fiel# as a Formula "ype:
Setup 2 Create 2 O!ect 2 0elect any Custom O!ect )4: Employee Detail#3 -hen fin" he!e ;
Custo* 1iel"s < =elationships ; 0ection3 un"e! this section click on 9e( ,utton. see ,elo/.
Step - :
Step 3 : Afte! click on +e/ ,utton3 0elect 1o!*ula type then click on +e4t ,utton.
Step 4 : -hen 0elect Date3 Data -ype3 an" ente! then "ata type na*e an" click on +e4t ,utton.
Step 5 : Afte! then /!ite he!e fo!*ula. -hen 0ave it.
Step 6 : Afte! 0ave then go to )*ployee Detail page .
Birth#ay :n#icator :
Example : &f )*ployee %i!th Day is sa*e *onth an" "ay it sho/ ,i!th Day on sa*e "ay.
Solution :
1i!stly C!eate Custo* 1iel" as a 1o!*ula -ype3 un"e! the fo!*ula type select Date Data -ype.
'o( "o Create Custom Fiel# as a Formula "ype:
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Setup 2 Create 2 O!ect 2 0elect any Custom O!ect )4: Employee Detail#3 -hen fin" he!e ;
Custo* 1iel"s < =elationships ; 0ection3 un"e! this section click on 9e( ,utton. see ,elo/.
Step - :
Step 3 : Afte! click on +e/ ,utton3 0elect 1o!*ula type then click on +e4t ,utton.
Step 4 : -hen 0elect -e4t Data -ype3 an" ente! then "ata type na*e an" click on +e4t ,utton.
Step 5 : Afte! then /!ite he!e fo!*ula. -hen 0ave it.
Formula :
:F) DA*) Date=o$=Birth==c + ? DA*)"ODA*)++02'appy Birth Day : 2
>Employee=9ame==c0:F)MO9"') Date=o$=Birth==c+ ? MO9"') "ODA*)++ 0
Employee=9ame==c > 2 Birth Day :n "his Month20 2"his Month 9o Birth Day2++
Step 6 : Afte! that go to )*ployee -a, an" check it. see ,elo/.
&f %i!th Day an" Cu!!ent Date is sa*e : it sho/ 'appy Birth Day : Employee 9ame
&f %i!th Day an" Cu!!ent Date +ot 0a*e ,ut Cu!!ent Month 0a*e it sho/ : Employee 9ame Birth
Day :n "his Month
&f %i!th Day an" Cu!!ent Date o! Cu!!ent Month not sa*e it sho/ : "his Month 9o Birth Day
:$ Birth Day an# Current Date is same :
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:$ Birth Day an# Current Date 9ot Same ut Current Month :
:$ Birth Day an# Current Date or Current Month not same :
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@enerate Employee :# 9umer:
Example : (ene!ate )*ployee &" +u*,e! in 7!gani.ation /e have so*e !e@ui!e*ent
Displays the fi!st 5 cha!acte!s of the )*ployee na*e an" the last 3 cha!acte!s of the )*ployee
+u*,e!
sepa!ate" ,y a "ash.
Solution : 1i!stly C!eate Custo* 1iel" as a 1o!*ula -ype3 un"e! the fo!*ula type select Date Data
-ype.
'o( "o Create Custom Fiel# as a Formula "ype:
Setup 2 Create 2 O!ect 2 0elect any Custom O!ect )4: Employee Detail#3 -hen fin" he!e ;
Custo* 1iel"s < =elationships ; 0ection3 un"e! this section click on 9e( ,utton. see ,elo/.
Step - :
Step 3 : Afte! click on +e/ ,utton3 0elect 1o!*ula type then click on +e4t ,utton.
Step 4 : -hen 0elect -e4t Data -ype3 an" ente! then "ata type na*e an" click on +e4t ,utton.
Step 5 : Afte! then /!ite he!e fo!*ula. -hen 0ave it.
Step 6 : 0ee ,elo/.
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Calculate :nterme#iate Milestone $rom En# Date
Calculates inte!*e"iate *ilestone "ates ,y su,t!acting "ays f!o* =elease Date fo! p!oAects that
a!e planne" ,ase" on =elease Date#.
'o( "o Create Custom Fiel# as a Formula "ype:
Setup 2 Create 2 O!ect 2 0elect any Custom O!ect )4: Employee Detail#3 -hen fin" he!e ;
Custo* 1iel"s < =elationships ; 0ection3 un"e! this section click on 9e( ,utton. see ,elo/.
Step - :
Step 3 : Afte! click on +e/ ,utton3 0elect 1o!*ula type then click on +e4t ,utton.
Step 4 : -hen 0elect Date3 Data -ype3 an" ente! then "ata type na*e an" click on +e4t ,utton.
Step 5 : Afte! then /!ite he!e fo!*ula. -hen 0ave it.
Step 6 : Afte! 0ave this fo!*ula .
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