The Salesforce Blog Formula

Salesforce admins are a force (hahahahahaha) to be reckoned with. We are everywhere, and I mean that both literally abroad in the world and in cyberspace.

And, I’m just coming out and saying it because, guys, we all know. The thing is to change your persona; you get involved in Salesforce, and you’re no longer “Mike” or “Jane.” You enter your org, you make some custom fields, and you emerge, shiny and new as “MikeForce” and “JaneForce.”

Don’t act like it’s not a thing! Don’t even pretend. We all know it. I’m saying it.

And since this is now a Salesforce blog, I need to be talking about Salesforce, offering tips and tricks…

So here’s a formula that you can use in your Salesforce Dev Org (please don’t do this in Production) that will create your new Salesforce blog/twitter/etc. name.

We’ll assume you’re logged into your Dev Org. If you don’t have a Dev Org, go get one. They are free. They are amazing. They allow you to do things like make formula fields to generate your own new blog title without actual users asking what is going on. They also connect to Trailhead, so you can get badges for the practice you do.

So you’re logged into your Dev Org – go ahead and navigate to Setup, either via the word “Setup” in Salesforce Classic or by clicking on the gear icon in Lightning.

Use the Quick Search box and look up “Users” – alternatively, you can navigate to “Customize -> Users” in Classic or “Objects & Fields -> Object Management -> Users” in Lightning.

Select the “New” option to create a new field.

Here’s where the fun starts (switching to screenshots!):

As mentioned, this is going to be a Formula field, so you’ll want to select “Formula” on the first screen.

formula Don’t let the name fool you. Formulas can be pretty much anything. They’re really just automatically uneditable fields.

Once you hit “Next,” you’re going to be able to label your Formula field and select what the output on that formula will be.

formulatypeI named mine, creatively, “Blog Title,” but the screenshot is from a previous run. The Field Label is yours to command, and the Field Name will update automatically. For return type, you’re going to select “Text.”

actualformulaFinally, the formula itself. Pretty simple one. You can either type in exactly what you see here, or if you want to make sure you’ve got the format correct, you can hit the button “Insert Field” and find “First Name,” then insert it.

The plus sign is literally just telling Salesforce to add the word “Force” after the value it’s taking from the First Name field. Make sure you put it in double quotes.

Check your syntax. Check syntax. Check it. All the time. Even if you know your formula is right. Even if you copied and pasted it from someone who knew it was right. Even if you copied and pasted it from Steve Mo, check your syntax.

Then save it.

Check out a user profile – any user’s will do. Here’s mine, complete with my new Blog Title:

fieldinaction

So, of course my actual blog title is PolymathForce, but the format is the same.

Formula fields have been one of my most under-utilized Salesforce abilities. Like many admins just starting out, I spent a lot of time afraid of them. I imagined complex calculus fields, looking for the limit of x as it approached closing or something. But as I spend more time with them, get to know them, it turns out they’re totally chill.