© 2016 Appirio, Inc. - Confidential

Become A Formula Writing Guru in 20 MinutesTips and Examples

Shannon Howe, Technical Consultant, Appirio@howshannonshannon@salesforcefinessed.com

Mike Martin, Client Partner, Appirio@mikemartin__cmmartin@appirio.com

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Quickly, RAISE YOUR HANDS if you’ve

Session Agenda

Six different applications in only 20 minutes. Can we do it? You bet.• IF vs CASE • AND, &&, ||, OR • TEXT vs VALUE • NOW, TODAY • CONTAINS, ISBLANK • CONCATENATE

LET’S GO!

UNEXPECTED Pre-Presentation Bonus SlideGet this glorious Chrome extension. It makes reading and editing formulas easier! Find it now, here: bit.ly/formulasdf16

IF

IF• Evaluates an expression for a true or false outcome, then does

stuff based on whether it was true or false.• If Taylor Swift is awesome, Shout Hooray, if she isn’t awesome then do

nothing• IF(2 + 2 = 4, True, False)

• If evaluating multiple expressions for the same outcome (using OR or AND), pick IF

Good Reason for IF

If evaluating multiple expressions for the same outcome (using OR or AND), pick IF

8

CASECASE• Evaluates an expression for a specific value, then does stuff based on the value. • If evaluating one expression for an outcome, use CASE instead of IF

Simplify IF with CASE!Before

After

AND, &&, ||, OR

What’s the difference?Well, not much… They both do the same thing, slightly differently. • AND( expression1, expression2, expression3) returns TRUE value if all of

the expressions are met. • && is used to combine expressions, looking for both to be met• OR(expression1, expression2, expression3) returns TRUE if any of the

expressions are met. • || is used to compare expressions, looking for either to be met

Totally Your Preference• In the following example, we want to check a checkbox “Call Today” when

all of the conditions are met.• If you like working with parenthesis to break things out, use && and ||

• If you prefer a cleaner look/feel, use AND( ) and OR ( )

TEXT vs VALUE • TEXT in this workflow

rule criteria converts the picklist value in the Industry field to TEXT and checks to see if it is Finance.

• VALUE converts a text string into a number (so you can use it as a number in calculations, etc). The following converts the data collected in an integrated text field to a number value (for reports!)

NOW and TODAY

• NOW returns the current date/time. The following example displays Hours Since Last Email.

• TODAY returns the date today. The following example displays Days Since Opportunity Closed.

CONTAINS and ISBLANK• CONTAINS returns a TRUE value

if the first argument contains the second argument. In this example, emails with “Urgent” in the subject are marked High Priority.

• ISBLANK Returns a TRUE value if the expression is blank. In the following, we check to see if the email field is blank. If it is, we set the form status to Incomplete.

• Protip: Don’t use ISNULL anymore. Instead, use ISBLANK.

CONCATENATE

• Trick slide! Audience volunteer, can you please tell me what a concatenate function does and where I can find it?

• If you find something useful, copy and paste it. EVERYONE does it!!

• NO NEGATIVE THINKING. Practice makes perfect. • Visit the Help article• Take the trail on Trailhead• Search answers, ask questions • Checkout Example Advanced Formulas• Ask questions on Salesforce StackExchange• Check out the Dev docs on formulas

Ready, Set, GO!