Learn Salesforce Formulas
Master the most common Salesforce formula functions and operators
IT and Software ,Other IT and Software,Salesforce
Lectures -64
Duration -3.5 hours
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Course Description
Learn when, where, why, and how you should be using formulas in Salesforce!
Formulas are an essential thing to learn to be the best Admin, Business Analyst, Developer, or Consultant in a Salesforce org. After this course, you'll be a more knowledgeable and useful member of your team. Improve your hireability and salary with improved Salesforce skills!
We'll cover the most common formula operators and functions, and go through many practical examples that you can implement in your org straight away. You'll learn how to systematically build your formulas to be more and more powerful without confusing yourself. I also share my favorite extension to make formula writing more user-friendly.
The course is designed in a logical order where you'll keep building upon new knowledge. Starting with the very basics we'll learn about where they are used, the different elements that they contain, and the different data types outputs.
After that, it’s time to get your hands dirty and start building. Your first formulas will only be one line long. At the end of the course, you’ll be building 10+ line formulas and understanding every part of it!
We’ll cover every type of operator, the most common functions (logical, Date and Time, Math, Text, Advanced), and finish by using formulas inside of reports to produce powerful business insights.
Goals
- Create robust validation rules to ensure data integrity
- Create cross-object field formulas to see information on the record you want
- Create row-level formulas to make reports more powerful
- Create flow entry conditions to only run the flows when you want
- Understand the different types of formula operators and syntax
Prerequisites
- A basic understanding of Salesforce is required. You should know how to navigate through Setup and understand relationships between standard objects.
- You do not need previous experience building formulas. We will start with simple examples and progressively build more complicated formulas.

Curriculum
Check out the detailed breakdown of what’s inside the course
Introduction
5 Lectures
-
Introduction 00:34 00:34
-
Developer Edition Signup 00:54 00:54
-
What is a formula? 01:15 01:15
-
What makes up a formula 01:41 01:41
-
Formula data types 02:06 02:06
Formula Operators
3 Lectures

Build our first formulas
3 Lectures

Logical Functions
13 Lectures

Date and Time Functions
7 Lectures

Math functions
5 Lectures

Text Functions
15 Lectures

Advanced Functions
7 Lectures

Summary Functions - Reports
6 Lectures

Instructor Details

Steven Trumble
Hello Trailblazers,
My name is Steven and I am 9x certified with the world's number one CRM: Salesforce. I'm currently a certified Associate, Admin, Platform App Builder, Omnistudio Consultant, Service Cloud Consultant, Sales Cloud Consultant, Nonprofit Cloud Consultant, Business Analyst and Process Automation Accredited Professional.
I'm a member of Salesforce Military (Australian Army Reserves) and am happy to support other Salesforce Military Members with free access to any current or future Salesforce related courses. Find me on LinkedIn.
I have years of experience tutoring and coaching in healthcare and information technology industries.
I hope to provide some courses that will build your knowledge and help you pass your Salesforce examinations so you can also become certified.
Good luck on your journey!
Course Certificate
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