試して学ぶ数式項目・入力規則 / Salesforce Formulas and Validation Rules Hands on

Transcript

1. & TERAKOYA EAST Shun Kosaka | Accenture Japan | @shunkosa
2. ✏ Salesforce Trailhead Playground Developer Edition 1 ✋ • • • https://sli.do/ # 8230 2019 10 31 Salesforce TERAKOYA FORCE (Advanced + )
3. [ ] … 1. 2. 3.
4. IF(AND(ISBLANK(Terakoya_c), IsActive = true ), ‘ ’, ‘ ’ ) IF( AND( ISBLANK(Terakoya__c), IsActive = true ), ‘ ’, ‘ ’ ) https://help.salesforce.com/articleView?id=customize_formula_best_practices.htm&type=5 ( ) IF AND OR CASE • • = true
5. /
6. Step1. Help MONTH(2017/12/18) = 12 ❌ MONTH(LastModi edDate) ⭕ MONTH(LastModi edDate ) /
7. / Step2. / MONTH(LastModi edDate ) = MONTH(DATEVALUE(LastModi edDate)) = 12 DATEVALUE(2017/12/18 16:10) = 2017/12/18 STEP1 MONTH
8. / Step3. ❌ MONTH(DATEVALUE(LastModi edDate)) & ⭕ MONTH(DATEVALUE(LastModi edDate)) & & = 12 ( ) ( ) NG 12 ( ) ( ) Apex + +
9. / Step4. / TEXT(12) = 12 MONTH(DATEVALUE(LastModi edDate)) & = TEXT(MONTH(DATEVALUE(LastModi edDate))) & = 12 & = 12
10. 1. • • 2. • 3. ❌ ⭕ ☺ Owner.ProfileId = ’0e28000001qLOa’ …
11. ON ( ) PRIORVALUE
12. 1. Playground Developer Edition 2. packaging/installPackage.apexp?p0=04t2v000005aNhH 3. URL lightning.force.com/ 2 https://brave-badger-180775-dev-ed.lightning.force.com/packaging/instalackage.apexp?p0=04t2v000005aNhH URL OK 4.
13. 1 OK NG AND( ISPICKVAL(PRIORVALUE(StageName), ‘Value Proposition’), OR( ISPICKVAL(StageName, ‘Needs Analysis’), ISPICKVAL(StageName, ‘Qualification’), ISPICKVAL(StageName, ‘Prospecting’) ) ) Value Proposition …
14. 1 OK NG AND( ISPICKVAL(PRIORVALUE(StageName), ‘Value Proposition’), OR( ISPICKVAL(StageName, ‘Needs Analysys’), ISPICKVAL(StageName, ‘Qualification’), ISPICKVAL(StageName, ‘Prospecting’) ) ) Value Proposition …
15. 1 CASE(StageName, ‘Prospecting’, 1, ‘Qualification, 2, ‘Needs Analysis, 3, … … ‘Closed Won’, 9, ‘Closed Lost’,9, 0 ) CASE(PRIOVALUE(StageName), ‘Prospecting’, 1, ‘Qualification, 2, ‘Needs Analysis, 3, … … ‘Closed Won’, 9, ‘Closed Lost’, 9, 0 ) 1 2 3 4 5 6 7 8 9 CASE 0縄 OK
16. 2 • (TERAKOYA) • a IF(Account.ShippingState = , 500, 700)
17. 2 • (TERAKOYA) • a IF(Account.ShippingState = , 500, 700)
18. 2 • (TERAKOYA) • a IF(Account.ShippingState = , 500, 700)
19. 2 Label Cost__c DeveloperName 500 Tokyo 600 Kanagawa 700 Others IF( Account.ShippingState = $CustomMetadata.Terakoya_Shipping_Cost__mdt.Tokyo.MasterLabel, $CustomMetadata.Terakoya_Shipping_Cost__mdt.Tokyo.Cost__c, $CustomMetadata.Terakoya_Shipping_Cost__mdt.Others.Cost__c ) (Terakoya_Shipping_Cost__mdt)
20. 2 ( ) • • • • • Apex • ( ) • Sandbox •
21. 3 ( ) ⭕ ⭕ ⭕ ⭕ ⭕ ❌ ❌ ShippingState <> ‘ ’ || ShippingState <> ‘ ’ || ShippingState <> ‘ ’ || … 44 … …
22. 3 ( ) NOT( CONTAINS( ‘ : : : : : : : : : : : : : : : : : 結 : : : : : : : : : : : : : : : : : : : : : : : : : : : : : ’ , ShippingState ) ) || LEN(ShippingState) < 3 = ShippingState 3 ( ) OR IF CONTAINS
23. 4 2 10% 8% ※ (TERAKOYA) ID API (DeveloperName)
24. 5 (TERAKOYA) 30%縄
25. 5 ※ TERAKOYA
26. https://gist.github.com/shunkosa/acf995909947d95174cd7ae5252ae4dd
27. • • ID • DeveloperName • • • • •
28. Trailhead Salesforce Help - https://help.salesforce.com/articleView?id=useful_advanced_formulas.htm&type=5
29. Thank you!