1. S-Controls and Other Techie Stuff Rafael Contreras, salesforce.com Drew Alexander, Kaplan Financial John Ball, Tacpoint Technologies Admin II: Advancing to the Next Level
17. Custom Object: Sales Data from Month field will be used to create dynamic date attributes of the sale using a formula field.
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20. What this Formula says in English: If the value in the YTD field is “CYTD”, put the Amount of the Sale in the CYTD field. Otherwise, leave it blank. Custom Formulas What this Formula says in English: If the date of the Sale is within 2007 and less than TODAY, return the value “CYTD” (Current YTD). If the date of the Sale is within 2006 and less than (TODAY minus a 395 days), return “LYTD” (Last YTD). If the date of the Sale is within 2005 and less than (TODAY minus 760 days), return “PYTD” (Prior YTD) Otherwise, return “n/a”. Similar Formula Pairs used to Categorize Sales by Year To Date Period: CYTD, LYTD & PYTD Last 12 Months Period: Current LTM, Previous LTM Sales Year: 2007, 2006, 2005
22. Custom Object: Sales Code Sales Code = Master Account Code. Used to group all sales and accounts for a given company. Account Assignments – Account Assignments listed here drive account assignments in all other systems, including Salesforce. Custom Links – Provide company-specific Sales reports. Roll-Up Formulas – Provide company-specific Sales Summaries.
24. Roll-Up Formulas: Sales Summary Roll-Up Formula Summary Calculation on a Related Object. In this case, the sum of all Sales Amounts related to this Sales Code. Master-Detail Relationship is required between the Summarized object and the Parent Object.
42. John Ball Salesforce Implementation Specialist QUESTION & ANSWER SESSION Rafael Contreras Sr. Customer Success Manager Drew Alexander Director of Sales Operations
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