Learn Salesforce Formulas

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: Developer Edition Signup

Lecture 3: What is a formula

Lecture 4: What makes up a formula

Lecture 5: Formula Data Types

Chapter 2: Formula Operators

Lecture 1: Math Operators

Lecture 2: Logical Operators

Lecture 3: Text Operators

Chapter 3: Build our first formulas

Lecture 1: First formula: Average employee revenue

Lecture 2: First Validation Rule

Lecture 3: Tweak the validation rule – AND vs OR

Chapter 4: Logical Functions

Lecture 1: Intro to Functions

Lecture 2: IF

Lecture 3: AND and IF

Lecture 4: AND and OR Comparison

Lecture 5: AND and IF Overdue part 2

Lecture 6: Default Fields using CASE

Lecture 7: Better Salesforce Formula editor

Lecture 8: IF and nested IF – Opportunity Discount

Lecture 9: Nested IF – Company Size – advanced

Lecture 10: Nested IF vs CASE – Close Date Month pt 1

Lecture 11: Nested IF vs CASE – Close Date Month pt 2

Lecture 12: INCLUDES and Multiple IF Statements

Lecture 13: ISBLANK and NOT

Lecture 14: ISNEW() – Flow

Chapter 5: Date and Time Functions

Lecture 1: Common Date and Time Functions pt 1

Lecture 2: Days to Opportunity Close

Lecture 3: Case Open Duration

Lecture 4: Common Date and Time Functions Pt 2

Lecture 5: Different Date Formats

Lecture 6: Date with Month written out

Lecture 7: Group report by day of week – WEEKDAY and CASE

Chapter 6: Math Functions

Lecture 1: Common Math Functions

Lecture 2: MIN and MAX

Lecture 3: FLOOR and CEILING

Lecture 4: UNIXTIMESTAMP

Lecture 5: FROMUNIXTIME

Chapter 7: Text Functions

Lecture 1: Text Functions pt 1

Lecture 2: BEGINS 1/2

Lecture 3: BEGINS 2/2

Lecture 4: CONTAINS

Lecture 5: CASESAFEID

Lecture 6: Text Functions 2

Lecture 7: INITCAP, LOWER, UPPER, LEN

Lecture 8: LEFT AND RIGHT

Lecture 9: LPAD

Lecture 10: Text Functions 3

Lecture 11: TRIM

Lecture 12: SUBSTITUTE

Lecture 13: SUBSTITUTE(SUBSISTITUTE(

Lecture 14: TRIM vs SUBSTITUTE

Lecture 15: ISPICKVAL

Chapter 8: Advanced Functions

Lecture 1: Advanced Functions

Lecture 2: ISCHANGED

Lecture 3: REGEX 1: Aus or US Postal Code

Lecture 4: REGEX 2: Salesforce syntax

Lecture 5: REGEX 3: 5 or 9 digit postal code

Lecture 6: REGEX 4: it's making field "required"

Lecture 7: REGEX 5: SSN and Aadhar

Chapter 9: Summary Functions – Reports

Lecture 1: Summary Functions – Reports

Lecture 2: PARENTGROUPVAL – Accounts by Industry

Lecture 3: PARENTGROUPVAL – Percentage of Open Opportunities by Stage

Lecture 4: PREVGROUPVAL – Difference in Closed Won Amount by Month

Lecture 5: PREVGROUPVAL – Max Commission Difference over time

Lecture 6: Opportunity Win % Individual

Lecture 7: Opportunity Win % Company Wide

Chapter 10: Miscellaneous – handy hints

Lecture 1: Dynamic Reports and List Views – Created by User

Lecture 2: Using checkbox to test validation rules

Lecture 3: Power of One – 1

Lecture 4: Validation rule – part 1 cannot move back a stage

Lecture 5: Validation rule – parts 2 and 3 – cannot skip a stage unless closed won

Chapter 11: Notes and Quick References

Lecture 1: Formula trailmix

Lecture 2: FORMULAS QUICK REFERENCE

Lecture 3: Examples of Advanced Formulas

Lecture 4: Formula FAQs