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The Power of One The Greatest Formula Ever Written Steve Molis SteveMo [email protected] @SteveMoForce
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The Power of One by Steve Molis

Apr 12, 2017

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Page 1: The Power of One by Steve Molis

The Power of OneThe Greatest Formula Ever Written

Steve [email protected] @SteveMoForce

Page 2: The Power of One by Steve Molis

The Power of One A little about me…

Steve Molis“SteveMo”

• Salesforce MVP• Community College Drop-Out (0.67 GPA)• Self-Taught Salesforce Admin/Developer

* Margin of error 0.67

Page 3: The Power of One by Steve Molis

Forward-Looking StatementStatement 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.

Page 4: The Power of One by Steve Molis

Safe Harbor

Page 5: The Power of One by Steve Molis

The Power of One• Created by Thomas Tobin -

The Patron Saint of Salesforce Analytics

• Taught to me at Dreamforce’09

• The Greatest Formula Ever Written*

* Like Taylor Swift “Ever, ever, ever…”

Page 6: The Power of One by Steve Molis

The Power of One

Page 7: The Power of One by Steve Molis

The Formula Editor

Page 8: The Power of One by Steve Molis

The Power of OneStep 1:Create a Custom Field on the Object you want to count

Select:Datatype = Formula

Page 9: The Power of One by Steve Molis

The Power of OneStep 2:Select Result = Number, 0 Decimals

The Formula  

To be continued…

Page 10: The Power of One by Steve Molis

The Power of One

Page 11: The Power of One by Steve Molis

The Power of One

Step 3:The Formula  

No seriously that’s it

Page 12: The Power of One by Steve Molis

The Power of One

Page 13: The Power of One by Steve Molis

The Power of One

1,104 of

What?!?

Page 14: The Power of One by Steve Molis

The Power of One

Page 15: The Power of One by Steve Molis

The Power of One

Page 16: The Power of One by Steve Molis

The Power of One

Page 17: The Power of One by Steve Molis

The Power of One

Page 18: The Power of One by Steve Molis

The Power of OneI don’t always create Reports in Salesforce, but when I do…

I use The Power of One, because that friggin’ thing is AWESOME!!!

Page 19: The Power of One by Steve Molis

Multi year-over-year variance calculationProblem

• Calculate variance in Opportunity count on a Year-to-Year basis in a Report

Solution• Evaluate the number of records in

the current period and compare them to the previous period and return the +/- variance count and percent using Report Custom Summary Formulas.

Functions and Operators used• The Power of One• PREVGROUPVAL• /• -• <>

Page 20: The Power of One by Steve Molis

Multi year-over-year variance calculation

Opportunity.Opportunity__c:SUM - PREVGROUPVAL(Opportunity.Opportunity__c:SUM, CLOSE_DATE)

Solution: Custom Summary Formula

Format: Number

Formula:

Page 21: The Power of One by Steve Molis

Multi year-over-year variance calculation

IF(PREVGROUPVAL(Opportunity.Opportunity__c:SUM, CLOSE_DATE) <> 0,(Opportunity.Opportunity__c:SUM - PREVGROUPVAL(Opportunity.Opportunity__c:SUM, CLOSE_DATE)) / PREVGROUPVAL(Opportunity.Opportunity__c:SUM, CLOSE_DATE),NULL )

Solution: Custom Summary Formula

Format: Percent

Formula:

Page 22: The Power of One by Steve Molis

Multi year-over-year variance calculation

Page 23: The Power of One by Steve Molis

INTRODUCING TRAILHEAD

Your free guide to learning and challenging yourself on the Salesforce1 Platform.trailhead.salesforce.com

Page 24: The Power of One by Steve Molis

MAKE TRAILHEADYOUR NEXT STEP

Earn your Salesforce Platform Basics, Apex Basics & Database and Visualforce Basics

badge!trailhead.salesforce.com

Page 25: The Power of One by Steve Molis

Go Social!

@salesforceadmns @SteveMoForce #AskForce

SalesforceAdmins

Salesforce-Admins

Salesforce Admins

Page 26: The Power of One by Steve Molis

The Power of One – Trivia Q&A

Q: Tom Tobin taught SteveMo “The Power of One” at?

Page 27: The Power of One by Steve Molis

The Power of One• Created by Thomas Tobin -

The Patron Saint of Salesforce Analytics

• Taught to me at Dreamforce’09

• The Greatest Formula Ever Written*

* Like Taylor Swift “Ever, ever, ever…”

Page 28: The Power of One by Steve Molis

The Power of One – Trivia Q&A

Q: Private Securities Litigation Reform Act was passed in?

Page 29: The Power of One by Steve Molis

Forward-Looking StatementStatement 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.

Page 30: The Power of One by Steve Molis

Go Social!

@salesforceadmns @SteveMoForce #AskForce

SalesforceAdmins

Salesforce-Admins

Salesforce Admins

Page 31: The Power of One by Steve Molis

thank y u