Formulas Rule! Master Complex Assignment Rules with Formulas

This year at Dreamforce 2018 I had the opportunity to present an advanced admin session with Roan Bear. The Session, Formulas Rule! Master Complex Assignment Rules with Formulas, addressed how admins can use formulas to better manage and optimize assignment rules.

Complex assignment rules are difficult to read and manage, and are prone to errors. Advanced admins use formulas to better manage and optimize assignment rules. The session covered best practices for assignment rule formulas including using the ISNEW() function, rule entry formulas, and when it’s better to reference formulas from related objects.

Click here to view the full presentation recording.

It was a big honor to be able to present this! Hope to see many of you at Dreamforce next year!

If you have any thoughts or questions for Roan and I please post them in the comments.

 

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Maya Peterson

Maya is a Consultant with Slalom. She has nine Salesforce certifications and an in depth understanding of marketing and sales operations best practices. Maya earned her first Salesforce Certification in 2014. Since then, she has worked with a variety of clients ranging from small business to enterprise. She is passionate about solution design and excited when faced with new problems to solve. If you’re part of the Salesforce community in Seattle you’ll likely see her at user group meetings. When she's not going full “force” Maya spends time volunteering, hiking/backpacking/camping, or making art and terrible jokes.

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