login

Tip of the Week

Tip of the Week – Formulas aren’t just for math in Salesforce

When time is of the essence and you need to make a decision fast, you don’t have time to read. You just want your system to “show me the money!” Consider this:

You’re on the phone with a potential customer your team has been working for the last few weeks and their general attitude is “shut up and take my money!” You have all the information you need right in front of you. Now, all you need to know is if they qualify, but that requires reviewing a bunch of different fields, and every second you delay, your lead is growing more impatient. Your admin might have added a text formula field to tell you this, but you still have to sift through all the other nearly identical fields.  All you want is a big thumbs-up so you can make the sale. Well, Salesforce can do that for you!

Salesforce formula fields are an invaluable tool for checking and validating information on a record, giving you dynamic feedback, and performing complex calculations instantly. But did you know that you can use a formula field to display an image? Simply use the IMAGE() tag for the formula’s output and you can show your team the lead they’re working is qualified with a big thumbs-up, warn them an account is overdue with a fat red X, flag a contact on their birthday, or show your customer support team exactly which cases came from Facebook, Twitter, Email, and the Web without cluttering their list views.

Read more here, and enjoy your awesome new page layouts!

-Jared and the Salesforce Guys

, , , ,

Trackbacks/Pingbacks

  1. Tip of the Week – A whole new world in Salesforce with one simple Visualforce page | CloudMyBiz - February 7, 2014

    […] that we at CloudMyBiz are big fans of leveraging images to tell stories about your Salesforce data. Image formulas are an incredible tool, but they have some limitations. You have to have a field name, so you can’t just have the image […]

  2. Give your Salesforce Dashboards a makeover with MyCharts - February 28, 2014

    […] and again, we at CloudMyBiz have returned to visuals. Whether it’s leveraging formulas to display images, showing outside content on a record, or using charts to help your team understand the data in your […]

  3. 100 helpful Salesforce formulas to get you started - July 3, 2014

    […] up a few values or spit out an average. In the past, we’ve told you about using formula fields to display images and even calculate business days between two dates, but that doesn’t even start to tell the whole […]

  4. Top 10 reasons to celebrate Salesforce this holiday season - December 19, 2014

    […] more than glorified spreadsheet functionality, but they’re so much more than that. Formulas can display images and help you qualify Leads, help prep records for mail merge, and so much […]

Leave a Reply