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If you can write a formula in Excel, you can write one in Salesforce. However, if you ever need help, here
are 3 tips to help find a solution:
1. Check a reference Abstract
Salesforce administrators—Have you ever
2. Write it down, then break it up gotten stuck creating a formula? Here are 3 tips
3. Ask the community to help solve your problem.
By Terrence Hall
Tip 1: Check a reference
The following references explain how to use formulas and give you ideas on how to get started:
Help and Training – Click Help & Training on any Salesforce page and type in the formula function
you want to use. You’ll get a description of how to use the function as well as some examples.
Formula cheat sheet – If you’re not sure which formula function to use, print this two-page cheat sheet,
which lists common functions in groupings.
Useful validation rules – Don’t reinvent the wheel, modify it. Look at examples of validation rules,
ranging from ensuring valid postal codes to preventing reps from being too generous with discounts on
quotes. When you find a validation rule you like, customize the formula to suit your needs.
2. You’ll use two IF statements in this formula. To get the first IF statement to work, use
placeholders for the hot image and for the second IF statement. Then click Check Syntax to make
sure there are no problems with your formula. If everything is OK, you’ll get the message “No
syntax errors in merge fields or functions”; if not, the message will explain the type of error.
BEST PRACTICE 2
3 tips to get unstuck when creating a formula
3. Once the first IF statement works, plug in the second IF statement, replacing the placeholder for
“When not Hot.” Click Check Syntax again to check your work.
The formula works! Now all you have to do is add the IMAGE functions to display the graphics. Again,
don’t forget to check your formula by clicking Check Syntax.
BEST PRACTICE 3
3 tips to get unstuck when creating a formula
4. Test your formula by changing the lead scorecard on a lead. See whether the images change from
Hot, Warm, and Cold when you put in a lead scorecard of 8, 6, and 4 respectively.
BP_CreateFormula_2010-08-19