Not Just For Geeks - Cool Images and Formula Fields

Not Just For Geeks: Cool Images and Formula Fields Jay Thayer, Senior Consultant salesforce.com Track: Professional Edition Advanced System Admin

Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],Agenda

Overview of Formulas ,[object Object],[object Object],[object Object],A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can help you automatically calculate the value of a field based on other fields. Custom formulas allow you to: Custom formulas give you the power of a spreadsheet, right inside Salesforce

Formula Wizard ,[object Object],[object Object],[object Object]

Image Fields ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Directory of Image Fields – Image Library ,[object Object],[object Object],[object Object],[object Object]

How They Work ,[object Object],[object Object],[object Object],[object Object],[object Object]

Formula Composition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Simple Formulas ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Advanced Formulas ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Resources – CRMsuccess.com ,[object Object],[object Object],[object Object]

Demo – Using the Formula Wizard

Enhancements to Formulas ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Questions & Answers Share Your Best Practices

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Not Just For Geeks - Cool Images and Formula Fields

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Not Just For Geeks - Cool Images and Formula Fields