Formula Ninja at Dreamforce 2014

Formula Ninja Deepa Patel President, Halak Consulting, LLC @halakconsulting

Steve Molis Salesforce Administrator, Epsilon @stevemoforce

Francis Pindar Solutions Architect, Cloud Sherpas @radnip

James Garfield Salesforce Analyst, Agendia, Inc. @James__Garfield

Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Deepa Patel President, Halak Consulting, LLC

Formula Basics

Traditional Formula Writing vs.

Writing Formulas In Salesforce

IF Statement

If State = “CA” then Region = “West” End If

If (Field Name) = “Value”, then do this, else do that) – Comma is used in place of “then” and “else”, Right Parenthesis is used in place of “End If

If (State = “CA”, “West”, “ “)

Nested IF Statement

If State = “CA” then Region = “West” Else If State = “WA” then Region = “West” Else If State = “NY” then Region = “East” Else If State = “IL” then Region = “Mid-West” Else ……EndIf

If (State = “CA”, “West”, If (State = “WA”, “West”, If (State = “NY”, “East”, If (State = “IL”, “Mid-West”,“ “))))

Case Statement

CASE( fieldname, value 1, result 1, Value 2, result 2, Else result)

CASE( State, “CA”, “West”, “WA”, West”, “NY”, “East”, “IL”, “Mid-West”, “ “)

AND Statement

If State = “CA” and Country = “USA” then Region = “West USA” End If

AND (value1, value 2, value 3…..) (value 1 && value 2 && value 3 && …..)

If ( AND(State = “CA”, Country = “USA”), “West USA”, “ “)

If ( (State = “CA” && Country = “USA”), “West USA”, “ “ )

OR Statement

If Priority = “High” OR Type = “Problem” then Notification Flag = “True” End If

OR (value1, value 2, value 3…..) (value 1 || value 2 || value 3 || …..

If ( OR(Priority = “High”, Type = “Problem”), “True”, “False“ )

If ( (Priority = “High” || Type = “Problem”), “True”, “False “ )

And & OR Combined

If (Priority = “High” OR Type = “Problem”) AND Status = “Open” then Notification Flag = “True” End If

IF( AND( OR(ISPICKVAL(Priority, ”High"), ISPICKVAL(Type, ”Problem”)),ISPICKVAL(Status, ”Open”)), “True”, ”False”)

IF( (ISPICKVAL(Priority, ”High") || ISPICKVAL(Type, ”Problem”)) && ISPICKVAL(Status, ”Open”), “True”, “False”)

Business Case Completeness and Qualitative Scoring Formula

1000s of leads added to the system by Marketing department on a regular basis. How do we know if the data is any good on these leads? We need to design a Completeness Score that shows the lead rating based on the information in the lead

Once the reps have started working on the leads, we need to know how good are the leads based on the qualification questions. High quality leads needs to be transferred over to Outside Sales.

Completeness What is Completeness?

Here we are checking for the number of fields that are populated with data and give each field a score for completeness Title Phone Number Email Company Name Web Site

Completeness Lead Scoring

Compile Size = 395

If Field is blank, then give it a score 0 or else give it a score 5

CASE (Title,””, 0,5)+ CASE (Street,””, 0,5)+ CASE (Email,””, 0,5)+ CASE (Phone,””, 0,5)+ CASE (Website,””, 0,5)

Completeness Lead Scoring

Compile Size = 266

If Field is blank, then give it a score 0 or else give it a score 5

If(ISBLANK(Title),0,5)+ If(ISBLANK(Street),0,5)+ If(ISBLANK(Email),0,5)+ If(ISBLANK(Phone),0,5)+ If(ISBLANK(Website),0,5)

Qualitative What is Qualitative?

Here we are checking for the values of fields and give each field a score based on values Is there a Budget? Does this person have Authority? Do they have a need for our Product or Services? What is their purchasing Time frame?

Qualitative Lead Scoring

Compile Size = 507

If Authority = “Yes” score = 5, Need = “Yes” score = 5, Budget = “Yes” score = 5 Purchasing Timeframe – < 3 months, score = 5 3 – 6 months, score = 4 6 – 12 months, score = 3 > 12 months, score = 2

CASE(TEXT(Authority__c),"Yes", 5, 0) + CASE(TEXT(Is_there_a_Need__c), "Yes", 5, 0) + CASE(TEXT(Is_there_a_budget__c), "Yes", 5, 0) + CASE(TEXT( Purchasing_Timeframe__c), "< 3 months", 5, "3 - 6 months", 4, "6 - 12 months", 3, "> 12 months", 2, 0)

What does this look like? Visual Representation of both Scoring values

We want to show a Star Rating field on the List View so that reps can see at a high level which leads are hot

We want to show a Quality Rating field on the Lead Record so that management can get an idea on how well are leading getting qualified

Star Rating Formula Field

Compile Size = 4969

IF (Lead_Score__c <=5, IMAGE("/img/samples/stars_100.gif","1 Star"), IF (Lead_Score__c <=10, IMAGE("/img/samples/stars_200.gif","2 Star"), IF (Lead_Score__c <=15, IMAGE("/img/samples/stars_300.gif","3 Star"), IF (Lead_Score__c <=20, IMAGE("/img/samples/stars_400.gif","4 Star"), IMAGE("/img/samples/stars_500.gif","5 Star")))))

Quality Rating Formula Field

Compile Size = 1846

IF ( Qualitative_Lead_Score__c <=10, IMAGE("/resource/RedCheck","Red Check Mark",100,100), IF ( Qualitative_Lead_Score__c <=15, IMAGE("/resource/Orangecheck","Orange Check Mark",100,100), IF ( Qualitative_Lead_Score__c <=20, IMAGE("/resource/Greencheck","Green Check",100,100), "") ) )

End Result Completeness Rating

End Result Qualitative Rating

Francis Pindar Technical Architect

Hmmm…

• Ever received one of these? • What did it make you think of the organization involved?

• Have you ever sent one?

Maintaining Data Quality – Publisher Actions • Other platform data quality features:

– Required Fields – Default field values – Publisher Actions

Maintaining Data Quality - Formulas

• Hard Stops – Validation Rules – Validating record fields – Validating record fields on change – Validating parents record fields

Maintaining Data Quality – Workflow Rules • Softer Options – Workflow Rules

– 5 days after creation of an opportunity data check the fields and if the record fails email the account owner.

– 10 days after creation check again and if it fails create a task for the owner.

– 15 days after update a field that activates validation rules on the record.

Maintaining Data Quality: Using Image Formulas!

Maintaining Data Quality: Using FORMULA FIELDS!

Creating Image Formulas

Steve Molis Salesforce MVP @SteveMoForce

• 4 Time Salesforce MVP: 2011, 2012, 2013, 2014 • Self-Taught System Administrator/Developer • 0 Salesforce Admin or Developer Certifications • 1 App named after me “Thanks Reid Carlberg!” • Community College Drop-Out : 0.67 GPA *

* Margin of error: +/- 0.67

About SteveMo…

Safe Harbor

More than one way to deal with a Picklist field (or skin a cat)*

•Using the ISPICKVAL and CASE Functions

•Creating an Opportunity Rollback Validation Rule

•Using the TEXT Function to convert Picklist Values

* No Animals Were Harmed in the Making of These Formulas

Function: ISPICKVAL (aka “old faithful”) Description: Determines if the value of a picklist field is

equal to a text literal you specify.

Example:

IF(ISPICKVAL(Weather, "Zombies!"), "RUN!!!", IF(ISPICKVAL(Weather, "HOT"), "Go Swimming", IF(ISPICKVAL(Weather, "WARM"), “Have a picnic", IF(ISPICKVAL(Weather, "COLD"), "Sit by the fire", "Send out for Pizza"))))

Function: CASE

Description: Checks a given expression against a series of values.

Example:

CASE(Weather, "Zombies!", "RUN!!!", "HOT", "Go Swimming", "WARM", “Have a picnic", "COLD", "Sit by the fire", "Send out for Pizza")

More than one way to deal with a Picklist field (or skin a cat)

Business Requirement Prevent user from changing the Opportunity Stage to a previous Opportunity Stage

Solution Use a Validation Rule to evaluate current Opportunity Stage and compare it to the previous Opportunity Stage

Fields Referenced Opportunity: StageName

Functions and Operators Used CASE PRIORVALUE <

More than one way to deal with a Picklist field (or skin a cat)

More than one way to deal with a Picklist field (or skin a cat)

CASE( StageName , "Prospecting", 1, "Qualification", 2, "Needs Analysis", 3, "Value Proposition", 4, "Proposal/Price Quote", 5, "Negotiation/Review", 6, "Closed - Won", 7, "Closed - Lost", 7, 0) < CASE(PRIORVALUE(StageName), "Prospecting", 1, "Qualification", 2, "Needs Analysis", 3, "Value Proposition", 4, "Proposal/Price Quote", 5, "Negotiation/Review", 6, "Closed - Won", 7, "Closed - Lost", 7, 0)

More than one way to deal with a Picklist field (or skin a cat)

Function: TEXT Description: Converts picklist values to text in Validation Rules, Formula Fields, and Workflow Rules.

So you can do stuff like this…

More than one way to deal with a Picklist field (or skin a cat)

• TEXT • Operators: > < = >= <= <> • ISBLANK • VALUE • BEGINS • CONTAINS • LEFT/RIGHT • FIND/SUBSTITUTE

More than one way to deal with a Picklist field (or skin a cat)

Problem: Extract the Numeric Value from the end of Picklist Values that contain mixed length text characters. Use Case: Approval Processes, Workflow Rules, Validation Rules, Formula Fields.

More than one way to deal with a Picklist field (or skin a cat)

CASE Formula: CASE( SLA__c , "Diamond 5.0", 5.0, "Platinum 4.0", 4.0, "Gold 2.5", 2.5, "Silver 1.5", 1.5, "Bronze 0.5", 0.5, 0) Compiled size: 5 Values = 326 bytes 10 Values = 426 bytes

Nested IF Formula: IF(ISPICKVAL(SLA__c ,"Diamond 5.0"), 5.0, IF(ISPICKVAL(SLA__c ,"Platinum 4.0"), 4.0, IF(ISPICKVAL(SLA__c ,"Gold 2.5"), 2.5, IF(ISPICKVAL(SLA__c ,"Silver 1.5"), 1.5, IF(ISPICKVAL(SLA__c ,"Bronze 0.5"), 0.5, 0))))) Compiled size: 5 Values = 465 bytes 10 Values = 950 bytes

More than one way to deal with a Picklist field (or skin a cat)

More than one way to deal with a Picklist field (or skin a cat)

Solution:

Formula: VALUE( RIGHT ( TEXT ( SLA__c ), 3 )) Compiled size: 280 bytes

• Use the TEXT function to convert the Picklist Value to a Text String.

• Then use the RIGHT function to extract the last 3 characters or the Text String.

• Then use the VALUE function to convert the last 3 characters to a Numeric Value.

Field Name: Bottles of Beer on the Wall Dataype: Picklist 100 Values: 100 - Bottles of Beer 99 - Bottles of Beer 98 - Bottles of Beer 97 - Bottles of Beer 96 - Bottles of Beer 95 - Bottles of Beer 94 - Bottles of Beer …

More than one way to deal with a Picklist field (or skin a cat)

Dataype: Formula Result: Number Formula: VALUE(TRIM(LEFT(TEXT(Bottles_of_Beer_on_the_Wall__c), FIND(" - ", TEXT(Bottles_of_Beer_on_the_Wall__c))))) Compiled size: ISPICKVAL = 7,602 characters CASE = 6,478 bytes TEXT = 546 bytes

More than one way to deal with a Picklist field (or skin a cat)

More than one way to deal with a Picklist field (or skin a cat)

Who owes me a beer?!?

More than one way to deal with a Picklist field (or skin a cat)

Formula Resources

• Introduction to Formulas – http://wiki.developerforce.com/page/An_Introduction_to_Formulas

• Formulas Quick Reference Guide – https://na1.salesforce.com/help/pdfs/en/salesforce_formulas_cheatsheet.pdf

• Useful Validation Rules – http://na1.salesforce.com/help/pdfs/en/salesforce_useful_validation_formulas.pdf

• Building a Cross Object Formula – https://help.salesforce.com/HTViewHelpDoc?id=fields_creating_cross_object_advanced.htm&language=en_US

• Formula Editor for Chrome Browser http://bit.ly/FormulaEditor

Q & A