100 Sample Formulas

Amount is the total amount of revenue that the Opportunity is worth.  Expected Revenue is a formula (Amount * Probability)
Within a single Opportunity the Expected Revune field is of little use, it is generally used in Sales Pipeline and Forecast Reports.  The basic idea being.  You have 10 open opportunities, at different Probabilities, by multiplying (Amount * Probability) you get a ballpark idea how how much revenue you might expect to win.
Collaborative Forecasts
Important points for collaborative forecasting
Launched in winter 12 from ground up
One click forecast
Relationship between stage, fcategory
Variable time periods
Reporting is possible unlike customisable where we only had standard reports
Extensible by Api
Focus on managing opportunities rather forecast as forecast gets created automatically based on opportunity data


To set up entitlements: “Manage Entitlements” AND
“Customize Application”

Content pack

The following options are only available if Enable content pack creation is selected in Setup on the Customize | Salesforce CRM Content | Settings page. If content pack creation is disabled after packs have been created, Salesforce does not delete existing packs but they cannot be customized or modified.
Do you know these topics now?

Delegated administration
Territory management
Sandboxes migration tool-Ant IDE
Junction object
Summer 13 questions
Customisable forecasting
Collaborative Forecasting
Publisher Actions
Summer 13 new Features
Cross object Formulas
Rollup Summary Field
Cross Filters and Sub Filters
Joined Reports
Analytic Snapshots
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What are the courses offered by Salesforce?

Salesforce offers following 8 courses:-

  1. ADM 201- Salesforce Administration for New Admins
  2. ADM 211- Salesforce Administration for Experienced Admins
  3. CON 201- Salesforce Implementation Essentials for Consultants
  4. DEV 531- Introduction to Object Oriented Programming using Apex
  5. DEV 401- Building Applications with and controllers
  6. DEV 501- Apex and Visualforce Controllers
  7. DEV 502- Integrations
  8. STR 301-Implementing an Analytics Strategy for the Sales Cloud

How should I decide the course?

1)      If you want to know about what is salesforce, the first recommended course is ADM 201

This course prepares you for Salesforce Administrator Certification

2)      If you want to know about what is and how to perform Declarative customization using, the first recommended course is DEV 401.

This course prepares you for Salesforce Developer Certification

This course will help you understand declarative  features of platform, Data Management using Data Loader, Workflow Rules, Approval Processes, Visualforce Pages.

3)      If you want to know about how to perform programmatic customization using, the  recommended course is DEV 501.

 It is recommended that you are aware about  DEV 401 concepts before you attend this course to learn maximum in this course.

This course will help you understand  about Apex, Triggers, Testing, Exception Handling, Webservices,  Controllers

4)      If you want to know about Integrations, the recommended course is DEV 502.

This course will help you understand different integration mechanisms offered by salesforce.

This course will help you understand about integration of salesforce with .Net and Java, OAuth, Single Sign on, SOAP API, REST API, Bulk API, Streaming API, Salesforce to Salesforce Integration

5)      If you want to know about Sales Cloud and Service Cloud, the recommended course is CON 201

 This course will help you understand about Sales Cloud and Service Cloud concepts.

This course prepares you for 2 certifications:- Sales Cloud Consultant and Service Cloud Consultant

 6)      If you want to know about Advanced Administration concepts, the recommended course is ADM 211

 This course will help you understand about advanced administration concepts like more on Formulas, security, workflow rules, reports, dashboards, appexchange.

This course prepares you for Advanced Administrator certification.

7)      If you want to know about Apex and OOPS concepts, the recommended course is DEV 531

This course will help you understand OOPS and Apex.

Target Audience for this course is non OOPS programmers who want to learn Apex

8) If you want to learn about designing strategy for Reporting and Analytics in your organization.

STR 301 is an excellent course.

In case you have any query with regard to which course is suitable for you, email me at

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Understanding CRM Terminology

Campaign- A Campaign is a marketing effort to increase sales through a set of marketing activities. The goal of this effort is often to generate new leads and help convert them to new sales. A campaign can have other goals, e.g. improve the awareness or brand of the company. A CRM system can help manage, execute and monitor marketing campaigns.

Leads- A lead is a prospective customer. In a CRM system, prospective customers are first entered into the system as leads. You may collect leads from your marketing events such as conference, advertisement, trade show etc. The goal is to convert a lead into a customer. Not all leads will result in a sale and be converted into a customer.

Opportunities- When you determine a lead could generate a potential sale, the Lead will be converted to a Opportunity. In addition, an Account and Contact entries for this lead will be automatically created in the CRM system. Each business will determine when a lead should be converted to a opportunity.

For example, a business may decide a lead that requests a quote can be converted to a Opportunity.

The Lead entry will be deleted to avoid confusion and duplicate entries.

All the information collected for the Lead is still available in the CRM system, but will now be maintained as Account, Contact and Opportunity.

Account- An Account is a customer account record for a customer or prospective customer. In this you maintain all the information about account.

Contact- A Contact is the contact information for a given customer or prospective customer.  One Account may have many contacts.

Quotes- A Quote is record information for a sales quotation, i.e. price, quantities, and other terms, for a potential sale to prospects. The CRM system supports you in the creation of quotes for potential customers. A quotation can be created for an Opportunity, for easy and automatic transfer of the customer data to the quote.

Purchase Order- A purchase order (PO) is a commercial document issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services the seller will provide to the buyer. The Purchase Order is a formal notification and approval for a customer order, and kicks off the next stage in the sales process when the PO is received.

Invoice- An invoice is a commercial document issued by a seller to the buyer, indicating the products, quantities, and agreed prices for products or services the seller has provided the buyer. Once a quotation is approved, an Invoice can be created based on the Quote.

Product- A Product is a business offering from a business to it’s customers. A CRM system allows a business to record it’s Products and related information so that sales staff and other CRM users can use product information fully and correctly in their business activities.

Vendor- A Vendor is a supplier of a product.

Price Book: A Price Book is a named collection of products and pricing created to serve a specific purpose, e.g. a segment of the market. Price Books in a CRM system allow sales staff to more easily quotes prices when serving different types of customers that need differentiated pricing strategies.

Case or Service Request or Ticket- A Case is a record of information related to a customer issue. A CRM System, as well as many other Help Desk and Issue Tracking systems,  use Trouble Tickets to capture, track, and manage, customer issues or service requests.

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Amit Malik – Salesforce Authorized Instructor, Microsoft Certified Trainer

ADM 201, ADM 301, CON 201, DEV 401, DEV 501, DEV 502

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How to prepare for DEV 401 Exam

How to prepare for DEV 401 Exam- Article 1?

Dear Participants

In the present time, when we have huge information available on the web and we are used to Google or bing, the problem is not to find the details about the concept, rather to know what concepts are available so that it can be searched.

When we have to pick up the new technology, the challenge is the new vocabulary.

In this blog, I am sharing with you topics you must focus to understand platform and will help you in preparing for DEV 401 exam.

You can anytime read more about these topics from the internet. But you can start with this to pick up the vocabulary.

I have ensured that my participant should read the minimum to understand and recollect maximum concepts of Best of Luck and enjoy reading it further. Vocabulary

Step 1- Work at building Data Model

At this step, we had been working with databases and tables in the past. But now in the cloud world, database is in the cloud and in we use the term object instead of tables.

Basic vocabulary what we should know at Data Model Level is as follows:-

  1. Object
      1. Standard Object
      2. Custom Object

          1. Custom Object Tabs
          2. Web Tabs
          3. Visualforce Tabs
            1. Standard App
            2. Custom App
            3. Fields
              1. Standard Fields
              2. Custom Fields
              3. Field Types
              4. Field Dependencies
              5. Controlling Field
              6. Dependent Field
              7. Encrypted Field

10. Lookup Relationship Vs Master Detail Relationship

11. Junction Object

12. Schema Builder

Step 2- Work at building User Interface

Once the object is created with fields, our next step is to see it in action to be able to perform CRUD on object.

Now, Object can be seen in UI, by making a custom object tab for an object.

Then we can make an application which is container of tabs.

Basic vocabulary what we should know at User Interface Level is as follows:-

  1. Tab
  2. App
  3. Page Layouts
  4. Record Types

Step 3- Work at implementing Business Logic

Once our application is working, we can implement business logic like calculations, or showing values from related objects or sending emails or field updates.

Basic vocabulary what we should know at Data Model Level is as follows:-

  1. Formulas
    1. Simple Formulas
    2. Advanced Formulas
    3. Cross Object Formulas
    4. Rollup Summary Formulas
    5. Validation Rules
      1. Standard Validation
      2. Custom Validation
      3. Workflow Rules
      4. Approval Processes

Step 4- Work at Loading data

At this step, we need to load data into our application by using Data Tools.

Basic vocabulary what we should know at Data Model Level is as follows:-

  1. Import Wizard
  2. Data Loader
  3. External ID
  4. Salesforce ID

Step 5- Work at implementing Data Security

At this step, implement security by deciding who can see which object and which records.

Basic vocabulary what we should know at Data Security is as follows:-

  1. Profiles
  2. Permission Sets
  3. OWD (Organization Wide Defaults)
  4. Roles
  5. Public Groups
  6. Sharing Rules
  7. Criteria Based Sharing
  8. Manual Sharing

Step 6- Work at Creating Reports and Dashboards

At this step, you create reports and dashboards for the management. As per me, this is very important from management perspective.

Basic vocabulary what we should know at Reporting and Dashboard level is as follows:-

  1. Report Type
  2. Type of Reports
    1. Standard
    2. Custom
    3. Report Formats
      1. Tabular
      2. Summary
      3. Matrix
      4. Report Filters
      5. Custom Summary Formulas
      6. Joined Reports
      7. Bucket Fields
      8. Cross Reports
      9. Analytic Snapshots

10. Dashboard Filters

11. Running User

12. Dynamic Dashboards

Step 7- Work at Deploying from Sandbox to Production

At this step, you deploy your work from sandbox to production.

Basic vocabulary what we should know Deployment level is as follows:-

  1. Sandbox
  2. Changesets
  3. Force.IDE

I hope you must have got the basic idea of what are the fundamental blocks while preparing for DEV 401 exam.

Now I would suggest you to download the study guide for DEV 401 exam from  and take a print of it.

It will keep you focused in your goal of becoming Certified Developer.

Best of Luck


Posted in 1-Application Design, 2-Overview of Platform, 3-Data Model, 4-User Interface, 5-Business Logic, 6-Data Management, 7-Reporting and Analytics, | 3 Comments