DF2UFL 2012 Afternoon Session: Reporting & Dashboards with Formula Success Tools Presented by: Guest Speaker, Salesforce.com MVP Steve Molis

1. Reporting & Dashboards
with Formula Success Tools
Becoming a Formula Ninja

2. Steve Molis
Salesforce.com MVP

3. 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 intellectual
property and other litigation, risks associated with 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-Q for the most recent fiscal quarter ended April 30, 2011. This 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.

4. Reporting & Dashboard
Formulas
 Using $User.Id to create dynamic List Views, Reports and
Dashboards
 Creating an Opportunity Status Field for “Quick & Easy”
Reports, Dashboards, and List Views.
 Using Record Types to create custom Sales vs. Quota Reports
and Dashboards

5. Created by Current User
 Using $User.Id to create dynamic List Views, Reports and
Dashboards
 Create an Opportunity Status Field for “Quick & Easy” Reports,
Dashboards, and List Views.
 Use Record Types to create custom Sales vs. Quota Reports
and Dashboards
 Adding image formulas to your tired old Reports and List Views

6. Created by Current User
 Business Requirement
• Dynamically show in a list view, all activities that were created by the
user logged in, not just activities that were owned by them
• Users can easily see activities that are owned by them with the ‘My
Activities’ list view
 Solution
• Evaluate the CreatedById field and compare it to the current User.Id
to return a simple True/False result.
 Fields Referenced
• CreatedById
• $User.Id
 Function Used
• IF(logical_test, value_if_true, value_if_false)

7. Created by Current User
 Business Requirement
• Dynamically show in a list view, all activities that were created by the
user logged in, not just activities that were owned by them
• Users can easily see activities that are owned by them with the ‘My
Activities’ list view
 Solution
• Evaluate the CreatedBy User.Id field and compare it to the current
User.Id to return a simple True/False result.
 Fields Referenced
• CreatedById
• $User.Id
 Function Used
• IF(logical_test, value_if_true, value_if_false)

8. Created by Current User
 Create a custom field
 Field Name: CreatedBy$User
 Datatype: Formula
 Return Type: Number, 0 decimals
 Open the Advanced Formula Tab
 Formula: IF(CreatedById = $User.Id , 1, 0)
 * When in doubt use the “Insert Field” and “Insert Operator” buttons
 (they are your friends!)

9. Created by Current User

10. Created by Current User
 Step 2: Create the Dynamic Report or List View

11. Created by Current User
 Step 2: Create the Dynamic Report or List View

12. Created by Current User
 Step 2: Create the Dynamic Report or List View

13. Created by Current User
 Also available in LastModifiedBy!

14. Created by Current User
 Also available in LastModifiedBy!

15. Opportunity Status
 Business Requirement
• Summarize multiple opportunity stages across Sales Processes and
Record Types for Sales Pipeline Reports and Dashboards
• Solution
• Bypass the Opportunity.Stage field and evaluate the standard IsClosed
and IsWon boolean fields to return a single text value.
 Fields Referenced
• IsClosed
• IsWon
• Function Used
• IF(logical_test, value_if_true, value_if_false)

16. Opportunity Status
 Create a custom field
 Field Name: Status
 Datatype: Formula
 Return Type: TEXT
 Open the Advanced Formula Tab
 Formula:
 IF(IsWon , "Won",
IF(NOT(IsClosed), "Open",
"Lost"))

17. Opportunity Status

18. Opportunity Status

19. Quota Opportunities
 Business Requirement
• Assign Sales Goals to users by Account, Product, and Time Frame.
Compare Sales vs. Goal using existing Pipeline Reports and Dashboards
• Solution
• Leverage the standard Opportunity object and create a custom
Opportunity Record Types, Pages Layouts, and Sales Processes for
Sales and Quota.
 Object Referenced
• Opportunity
 Functions used
• Opportunity Record Type
• Opportunity Sales Process
• Opportunity Page Layouts

20. Quota Opportunities
 Create custom Opportunity Record Types (Sales and Quota)
 Create custom Opportunity Stage picklist values for Quota Record
Type
 Create custom Sales Process for Quota Opportunities
 Create custom Opportunity Page Layouts for Sales and Quotas
 Update existing Opportunity Pipeline Reports and Dashboards to
include/exclude Quota Opportunities as needed

21. Quota Opportunities

22. Quota Opportunities

23. Follow me!
Twitter: @SteveMoForce
http://success.salesforce.com/answers
SteveMo
http://www.salesforce.com/dreamforce
@Steve Molis

24. Thank YOU!