Open CertifiedOnDemand.com Section Resources
This is not an exhaustive list; additional resources are referenced within objectives below.
|Describe formula fields.||Formulas Overview|
[Must / Medium / CertifiedOnDemand.com]
Getting Started with Formulas
[Must / 3m / Salesforce.com]
Salesforce.com Enhanced Formula Editor
[Could / Chrome Plugin / Kyle Peterson]
To view the remainder of this content, you must purchase the Salesforce.com Certified Administrator Study Guide. Please Login or purchase the study guide.
Can anyone help confirm the correct answer for this questions?
UC uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. Which feature should a system admin use this meet this requirement?
a. Roll Up Summary Field.
b. Workflow Field Update.
c. Lookup Field
d. Cross Object Formula Field.
I understand that it is Cross Object Formula (d).
Please confirm. Appreciate your quick response.
Hi john ,
I have done an assignment for formula to convert URL and email to domain name but its too long , is there a simple formula to do tht . Please consider upper & lower case , https:// and http:// and www. and subdomains(firstname.lastname@example.org have to be company.com lowercase at the end) also the inner page can be added on the Website field on the accounts page
Not that I know of…
Are you using FIND() to find HTTPS, HTTP, http://www., @ symbol for email? I would be surprised if the resulting formula was over the max limit, but feel free to post it
i created 1 formula for this but it exceeded the allowed characters so i created 2 formulas
1 for the trimming and the other for converting the trimmed characters to domain and viewing on the UI:
First formula function named Domain_name__c
IF( CONTAINS(LOWER(Website), “www.”), TRIM(SUBSTITUTE( Website , LEFT(Website, FIND(“.”, Website)), NULL)),
and second function is “Domain to lower function”
IF(FIND(“/”, Domain_name__c)>0, LOWER(LEFT(Domain_name__c, FIND(“/”, Domain_name__c) – 1)), LOWER(Domain_name__c))
which will be the domain name field .
For the email
SUBSTITUTE(Email, LEFT(Email, FIND(“@”, Email)), NULL)
except for excluding the subdomains it wont get it right
Yeah that’s about what I expected – I think you’re on the right track here (didn’t think that would exceed the formula limits). I can’t think of an easier way to accomplish this (assuming you’ve searched the communities for similar formulas)…
The flashcards say ‘Roll up Summary fields’ is the correct answer, but should this not be Cross Object formula since it’s rolled up value from another object?
Q – Sales management at Universal Containers needs to display the information listed below on each account record. Amount of all closed won opportunities. Amount of all open opportunities. Which feature should a system administrator use to meet this requirement?
• Workflow rules with field updates
• Roll-up summary fields
• Calculated columns in the related fields
• Cross- object formula fields
Rollup field is correct- as the account object would capture this information (this is where the rollup field would be displayed). If you wanted to display that information on the opportunity you would need a rollup and a cross-object formula (to display the rollup on the opp object)
Understanding Global Variables is showing “Document not found” error. Can you please update the link?
I find this phrase in salesforce documentation but i’am enable to understand it, is ti possible to help me with some explanation please ? thanks. I can’t find case’s fileds in a account formula fileds
Default value formulas for a record type can only reference fields for that record type. However, formula fields and formulas for approvals or rules for a record type can reference fields for that record type as well as any records that are related through a lookup or master-detail relationship. For example, a formula for a validation rule on opportunities can reference merge fields for accounts and campaigns as well as opportunities, and a formula field on accounts can reference fields for cases.
Lets say you create a “Number of widgets” field on the opportunity.
If you set the default value of that field you can’t reference other data – for example your default value could be “10” but not a formula such as account revenue * .10
If you wanted to set that in a formula field – or set that value in a workflow rule after saving, you could
I have the following scenario : a case has been created via web-to-case and the customer has entered their name, Phone and email on the web form.
I created a process via process builder to automatically create a new contact. I tested and it is working, the name, Phone and email fields are correctly populated and the contact record is created.
I am struggling to find how I can automatically map the new contact fields in the case?
You would probably need to use process builder to trigger a flow. The logic you’re suggesting is probably too complex for a flow as you have two steps:
1. Create contact
2. Update case to reference contact created
Process builder can’t perform steps built on previous steps (unless there is a time delay). Definitely doable with Flow though, it will take an afternoon the learn the tool.
Ok thanks John, I managed to use Process Builder to create the contact and that is working fine.
I do not know however how I can create step 2 though to update the case to reference the contact created, any thoughts on that?
John, just to let you know that I did not use the Flow in Process Builder. I used Create a Record instead and it is working for the automatic creation of a contact.
Can I use Update a Record for step 2 ‘Case Update’ instead of building a Flow?
If process builder will let you pass the id of the created contact back to the next step… I don’t think it will do it, but give it a try. Would love to hear if it works. I suspect you may need a Flow however.
I did not manage to get it to work in Process Builder so indeed it must be in Flow.
Will give it a try when I have some more time and try to report back.
Thanks John! It worked.
The Getting started with formulas video has been removed. Is there another video that covers the same content?
Replace the link
Latest Formula Ninjas
Excellent, the best section.
Salesforce Administrator – London
Thanks Rob 🙂
Very Good MAterial Adding more exam related questions would make the course more interesting