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Steve MolisSalesforce Community MVP
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Tips & Tricks: Creating Sales vs. Goal Reports and Dashboards
I've been asked about this a few times over the years so I thought I'd post it here: I built this using the standard Opportunity object and creating custom Record Types,...
9 months ago
The Shrine of Deepak Anand
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009NMC A place of worship, thanks, and admiration for the Answers Community Demi-God, Deepak...
1 month ago
Creating a Roll-Up Summary Field using "Smart Date" Filters
Here's a little nugget that I just stumbled onto... One of the problems with Roll-Up Summary field filters is that they do not support "Smart Date" functions like...
4 years ago
Tips & Tricks: Formula to Calculate the Number of Business Days in the Current Month
Here's a formula I built to calculate the Number of Business Days in the current month.Datatype: Formula Result: Number Formula: (5 * ( FLOOR( ( DATE(YEAR(TODAY()),MONTH(TODAY...
3 months ago
Tips & Tricks: Formula to create "Ultimate Parent Account" for Opportunity Pipleline Reports
Here's a Formula I built to create an "Ultimate Parent Account" field that you can use to create Opportunity Pipeline reports that roll up all Opportunities under the...
3 months ago
Tips & Tricks: Creating Incident Impact and Trending Reports and Charts
This is something that I’ve been playing around with on my Dev SFDC org that I thought I'd share. I created a custom Formula(Number) field that assigns a +/- numeric value to a...
7 months ago
How to create an Email Button with a link a record
Here's a custom button that I added to the Record Detail Pages on my SFDC Org. It opens new email in the users default email program and with a link to the record in SFDC, and...
3 years ago
Identify Activities Related to Accounts & Opportunities
Here's a little nugget that I kinda stumbled onto if you ever want to create a List View for Account Activities, Opportunity Activies, etc. First create a custom Activity...
5 years ago
Tips & Tricks: Formula "Opportunity Status" field
Here's a little formula I presented at Dreamforce'13 Formula Gurus. =>http://youtu.be/96aPd3bZZb0?t=34m26sProblemDisplay the “summarized” Opportunity Stage / Status in...
1 year ago
Tips & Tricks: Formula to calculate % of Month passed
Here's a formula to calculate the % of the current month that has passed (Current Day / Last Day of the Current Month)Datatype = Formula Result = Percent Formula = DAY(TODAY())...
1 year ago
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