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    6) Formulas and Validations

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    Raksha Hegde

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    6) Formulas and Validations

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    6)Formulas and Validations

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    6) Formulas and Validations

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    3/28/23, 8:55 PM Formulas and Validations

    Formulas and Validations


    31 Jan 2021

    These are technical notes I compiled while studying using Trailhead, Salesforce's free self-learning portal.

    Use Formula Fields


    Create a custom formula field and use the formula editor. Explain why formula fields are useful. Outline at least one
    use case for formula fields. Create simple formulas.
    Easy examples are cross-object formulas. Examples:
    On Contact: Account.AccountNumber
    On Opportunities: CloseDate - TODAY()
    “Power of One” (can be added to any object): 1
    Provides a way of counting the number of unique objects in a report with many records.
    If there are a hundred opportunities in a report, but only a handful own them, creating a Unique Users
    formula field with number return type and formula 1
    In a report, add this new field, then summarize that field using a Sum

    Implement Roll-Up Summary Fields


    Describe what a roll-up summary field is. Create a roll-up summary field. Apply field-level security to your roll-up
    summary field.
    Roll-Up Summary fields calculate values from a set of related records, such as those in a related list
    Available types: COUNT, SUM, MIN, MAX
    Examples:
    Sum of Opportunities on an Account
    Date Opportunity First Created
    Total Price of All Products Related to an Opportunity
    Minimum List Price of an Opportunity
    Types of fields available depend on the type of calculation:
    Number, currency, and percent fields are available when you select SUM as the roll-up type.
    Number, currency, percent, date, and date/time fields are available when you select MIN or MAX as the roll-
    up type.

    Create Validation Rules


    Describe two use cases for validation rules. List the elements of a validation rule. Create a validation rule.
    When the validation rule returns a value of “True”, this confirms that the data entered by the user contains an
    invalid value.
    Examples:
    Account Number Length not correct: LEN(AccountNumber) != 8
    Account Number Is Numeric: AND(NOT(ISBLANK(AccountNumber)),NOT(ISNUMBER(AccountNumber)))
    Date Must Be in Current Year: YEAR( My_Date__c ) <> YEAR ( TODAY() )
    Number Range Validation: (Salary_Max__c - Salary_Min__c) > 20000
    Website Extension must be “.com”: AND(RIGHT( Web_Site__c, 4) <> ".COM", RIGHT( Web_Site__c, 4) <>
    ".com")

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