The Bottom Line on Formulas
The Bottom Line, join and participate in the success community!
Even if you just read the questions and answers on the feed every few days, you will learn more than you ever imagined possible!
In addition, often your question has already been posted and answered by someone else on the community so it is a great place to search for answers. If you can’t find an answer to your question then you should post a question. Before posting a question in the community read these posts about how to search for answers and how to ask a good question:
TBL, practice makes perfect
Go to Trailhead and blaze the trail on Advanced Formulas! I personally helped write this trail with a bunch of other people so this one is obviously my favorite, but you can see for yourself and let me know what you think. Use #Trailhead and @MVDSFDC on Twitter to start a conversation with me!
If you don’t know what Trailhead is, click here to learn more and get started (you need to create a free Dev Org and link it to your Trailhead, so that you can test your challenges and display your badges as you earn them!!! Super fun way to learn (and totally FREE)!!
And now that you have a developer org, you can practice any use cases you want, because there is nothing to break!
So… if you read a post on the Who Owes me a Beer forum, and think the answer is really interesting and would love to know if you could do it on your own… go ahead and make it happen in your dev org! Spending your free time learning how to best leverage Formula Fields, Workflow Rules (w/field updates), and Validation Rules will have the biggest return on your investment. Period.
The better your skills are around implementing these three features, the more powerful you become in your ability to design and solution for your stakeholders. It’s like knowing how to say a few individual words in a new language, like “hello” and “goodbye”, versus actually speaking the language. You can’t really speak the language (be productive in the real world) until you have gathered a knowledge of how the words work in sentences, and even then, it simply takes time to build a library of all the translated words in the human language.
The only way to the goal line, is practice. There are no short cuts!
So, invest time in these three areas as much as possible; and you will not be sorry!
Other Awesome Resources for your further research and practice in this area:
Some formula use-case examples are below:
(as provided in my 10 Tips to Becoming a Change Agent guest post on CRMmarket.com)
Validation Rules Example: Quickly destroy email churn replacing email with a custom object as a form solution. Use validation rules to ensure correct data is entered on each form type so the person actioning the request has everything they need from the start (without any back and forth needed)! Also, use it as an opportunity to train users during the process by giving clear validation rule errors so they understand what the issue is when saving, so they don’t get frustrated by errors. See below as an example: