4 : Row-Level Formulas in Salesforce Reports | Dynamic Calculations Without Custom Fields скачать в хорошем качестве

4 : Row-Level Formulas in Salesforce Reports | Dynamic Calculations Without Custom Fields

Hello everyone, welcome back to our Salesforce Reporting Series! 🚀 In our previous video, we explored Bucket Columns and how they help categorize data without using formulas or custom fields. Today, we’re diving into Row-Level Formulas, a powerful feature that lets you evaluate and calculate data for each individual record directly in a report—without modifying your Salesforce database schema! 🌟 In this video, you’ll learn: ✅ What are Row-Level Formulas? ✅ How to create and apply them in Salesforce reports ✅ Real-world use cases, including: checkout the full playlist :    • Channel Intro | Announcement of New Series...   Categorizing student performance based on Total Score Calculating the number of days since a student enrolled We’ll demonstrate these formulas using our Course Enrollment object, making it easy to follow along. 🔑 Key Takeaways: 🔹 Row-Level Formulas help analyze data dynamically without modifying objects 🔹 Only one Row-Level Formula per report, referencing up to five fields 🔹 Can be used for categorization, calculations, and trend analysis 🔥 Watch the full video and start leveraging Row-Level Formulas for smarter reporting! 💬 Drop your questions & thoughts in the comments! 📌 Subscribe for more Salesforce insights! 0:00 - 0:14 → Introduction to the Salesforce Reporting Series and row-level formulas. 0:14 - 1:01 → Explanation of row-level formulas and their use cases. 1:01 - 1:20 → Demo setup using the Course Enrollment object. 1:20 - 1:39 → Creating a new report and selecting the report type. 1:39 - 2:26 → Adding columns (Student Name, Course Name, Total Score). 2:26 - 3:25 → Creating a row-level formula (Performance Category). 3:25 - 3:57 → Validating and applying the formula. 3:57 - 4:46 → Editing and modifying the formula. 4:46 - 5:00 → Deleting the formula from the report. 5:00 - 5:53 → Creating another row-level formula (Days Since Enrollment). 5:53 - 6:19 → Key takeaways about row-level formulas. 6:19 - 6:47 → Conclusion Link to my website to find more useful contents : https://sk-daud-hassan-dev-ed.develop... you can connect with me :   / skdaudhassan   #Salesforce #SalesforceReports #salesforcedeveloper #salesforceadmin