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Salesforce Hands-onGuide for Writing Formulas

Salesforce Hands-onGuide for Writing Formulas

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Published by Amit Sharma
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginner’s Guide for SalesForce. The document focuses guide you through the various examples of writing complex formulas. Join our professional training program and learn from experts
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginner’s Guide for SalesForce. The document focuses guide you through the various examples of writing complex formulas. Join our professional training program and learn from experts

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Published by: Amit Sharma on May 08, 2014
Copyright:Traditional Copyright: All rights reserved

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05/15/2015

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Getting Started with SalesForce CRM
Business Processes Formula in SalesForce CRM
Description:
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginner’s Gide !or Sales"orce. The docment !ocses gide #o throgh the varios e$amples o! writing comple$ !ormlas. %oin or pro!essional training program and learn !rom e$perts.
History:
Version Description Change Author Publish Date0.1 Initial Draft Chandra Prakash har!a10
 th
 "an #01$0.1 %e&ie'(1 u!it )oyal#0
 th
 "an #01$ 
1
 
Last Activity Month Display
Example :
 -he!e is one o!ganiation a"*in assign task fo! e*ployee ho/ to a"*in o! e*ployee ho/ to kno/ /hat is last assign *onth.Displays the *onth of the last account activity o! is ,lank if the!e a!e no activities fo! the account.
Solution :
Login in you! 0aleso!ce Account un"e! login you can see
Setup
 
O!ect
  0elect
custom o!ect
  -hen a"" ne/ custo* fiel" Click on +e/ ,utton. select
Formula 
 
"ext
 an" the!e ente! fo!*ula fo! Last activity *onth. then 0ave this .
Formula Co#e :
CASE( MONTH( Close_Date__c ) ,1, "January",2, "Feruary", !, "Marc", #, "A$r%l",&, "May", ', "June", , "July", , "Au*ust",+, "Se$teer", 1-, "Octoer", 11, "No.eer",12, "Deceer", "lan/")
3

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