take two date/time fields >>> ((shobithapp__End_Date__c - shobithapp__Start_Date__c) *24) == this formula will give you total no of Hours between two date/time. >>> ((shobithapp__End_Date__c - shobithapp__Start_Date__c)*24*60)== this formula will give you total number of minutes between two date/time.
Full Answer
How to track stage changes in Salesforce?
Let’s outline the first way to accurately track Salesforce stage changes. The idea behind this option is to provide a set of fields on the opportunity for each stage: And a process to update the start date fields. Tracking Stage Changes in Salesforce: Picklist Values
What is a complete working day in Salesforce?
For deadline calculation (where Salesforce skips nonworking days), action plans consider any day with any amount of working time to be one complete working day. Since Saturday and Sunday are nonworking days, Ryan keeps their start and end times blank.
How do I convert a Salesforce time to text?
The following formula will take something like 19:15:00Z from Salesforce and convert it to "2:15 PM" as text. Note, the formula is setup for Central Standard Time. IF ( VALUE (MID (TEXT ( Most_Recent_Start_AUTO__c ) , 12, 2)) > 17, // Check if the hour value is past noon (12 + 5 for CST)
How can i Improve my Salesforce skillset?
If you’d like to improve your own Salesforce skillset, our founder David Carnes, one of the most knowledgeable instructors in the industry, is training around Salesforce administration and configuration. It’s a great way to improve the way you use Salesforce and reinforce best practices.
How do I check business hours in Salesforce?
From Setup, enter Business Hours in the Quick Find box, then select Business Hours. Click New Business Hours. Type a name for the business hours. We recommend using a name that will remind users of a location or time zone when they view business hours on a case, entitlement process, or milestone.
What is time sheet in Salesforce?
You can automatically create time sheets from a template so that service resources can track their time and work. Specify the time period each time sheet covers, such as a week or month, and track specific tasks, travel time, and break time. Time sheets are created one day before their start date.
How do business hours work in Salesforce?
To set business hours:From Setup, enter Business Hours in the Quick Find box, then select Business Hours.Click New Business Hours.Type a name for the business hours. ... Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.More items...
How do I approve a timecard in Salesforce?
Select Page Layout | Time Sheet Layout....Create an approval process.From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes.Select Time Sheet from the drop-down menu.Click Create New Approval Process | Use Jump Start Wizard.Create an approval process with the Jump Start Wizard.
Does salesforce have time tracking?
With Salesforce time tracking, you can see hours scheduled, completed and remaining for each task, with hours broken down into billable, non-billable and overtime.
How do I log time in Salesforce?
Time Tracking In Salesforce (Step-by-Step Guide)Log in to your Salesforce account and go to the Salesforce AppExchange.Search for Time Tracker and click on an app of your choice.Click on Get It Now and select the environment type you want to install it in.Enter any required information like your contact information.More items...•
How do I set up business hours in Salesforce?
Set Business HoursClick. and then Setup.In the Quick Find box, enter business hours , and then select Business Hours.Next to the default record, click Edit and set your time zone. Matt selects Eastern Standard Time.Wealth Management at Cumulus works Monday through Friday, 8:00 AM to 4:00 PM. ... Click Save.
How do you set up business hours?
Tips for setting business hoursThink about your target customers when you set your hours. Ask them when they want you to be open.Set an incredibly easy to understand schedule.Publicize your business hours in all the media you use.Be open when you say you will. Open on time, and don't close early.
Can we have multiple business hours in Salesforce?
You can create multiple business hours for support teams that operate in the same time zone but at different hours. For simplicity, we recommend that you create one set of business hours per support center. You can't deactivate business hours that are included in escalation rules.
How do I submit a timecard in Salesforce?
To create time sheet entries, navigate to the time sheet overview screen. Then tap + next to a date in the time sheet, and enter the time sheet entry details. To submit a time sheet, navigate to a current or past time sheet and tap Submit.
How do you submit time sheets?
Once you're done entering your time, you're ready to finalize your timesheet by submitting it.Navigate to Time/Expenses... Timesheets. ... At the bottom of the screen you will see the “Timesheets to submit" footer. ... Check off the hours that you would like to submit. ... Click Submit Timesheets.
How do I check existing approval in Salesforce?
Create Approval ProcessLogin to Salesforce however you can ignore this step if already logged in.Navigate to Setup and search for 'Approval process' in Quick find or navigate to 'Create'->Workflow & Approvals -> Approval Process.For Manage Approval Processes For, select Opportunity.More items...•
Set Working Hours
Ryan’s almost ready to try out action plans. He just needs to set up the business hours and roles first. When you set business hours, you’re telling action plans to avoid nonworking hours, company holidays, and other nonworking days for deadline calculation and task completion. Handy!
Create Account Teams and Roles
Next Ryan sets up account teams and roles, so he can assign each action plan task to a role. He then assigns the people who play those roles for a client. When a Financial Services Cloud user creates an action plan from a template at run time, Salesforce resolves the role to a user and assigns the task to that user.
Key business problem
I want my customer support managers to be able to see the peak times of the support center to help with scheduling staff.
Background
I simply love, love, love answering questions in the community, mostly formula ones.
How I solved it
I created a flow to run on the User object as well as a formula on Cases that retrieves the hour portion of the Created Date, according to the logged-in user’s time zone and taking the DST of this same user into account. I then showed it in a simple report and graph:
Business results
Since I’m in Ireland, I’m on the GMT time zone in the winter and on GMT+1 in the summer. Have a look at these two dashboard components for the same Case records. The first one shows the times in GMT only, whereas the second one shows the times according to DST in Ireland:
Do try this at home
There are many different reasons why you would want to see times according to DST. You can find quite a few questions about DST on the Trailblazer Community:
Problem
One limitation encountered with out-of-the-box Salesforce reporting is that there is no easy way to report on how much time an opportunity stays at each stage. Perhaps it would be useful to track the average number of days an opportunity stays at each stage for the following reasons:
Solution 1: Date fields on the opportunity object
Let’s outline the first way to accurately track Salesforce stage changes. The idea behind this option is to provide a set of fields on the opportunity for each stage:
Limitations
This process is simple and easy to implement, but comes with a few limitations:
Solution 2: custom object to track opportunity stage changes
This second strategy to more accurately track Salesforce stage changes will involve a bit more work, but will let us address some of the limitations mentioned above.
Final Thoughts
We have now outlined two ways you can more accurately track Salesforce stage changes and how to put each into action. Depending on your situation and how comfortable you are with the process, one of these may be more appropriate than another.
The Exploration Goal
You’re still enjoying getting to know Tableau CRM and how it can help DTC. Based on your previous data exploration using Tableau CRM, you’re thinking of a bonus contest as a sales incentive. You’re interested to see how your product sales have trended over time.
Group by Date
You want to see how digital media sales evolve over time. So you’ll open and explore the DTC Opportunity dataset, which contains opportunity and product information.
Relative and Absolute Filters on Date
The close date values go up to last year, but we’re only interested in the last three months and three months ahead from today—for the purposes of our example, December 1, 2020.
Choose the Right Visualization for Dates
The bar chart is a great tool for comparison, but it’s difficult to show evolution through time. The timeline is helpful when you’re grouping by date.
Understand Your Data
Upon closer inspection, you notice something interesting in the chart. You’re seeing opportunities closing after this month (remember, for the purposes of our example, we’re agreeing that today is December 1, 2020). Indeed, Close Date can be in the future, in which case it’s the expected close date.
Focus Your Lens
Now let’s dig in deeper and examine your digital media numbers more closely.
Save Your Exploration in a Lens
You were interested in how your digital media have been trending over time, and you realized thanks to Tableau CRM that they may be in for a fall! You definitely need to start your digital media sales contest as soon as possible. Save your exploration in a lens so you can share your discovery with coworkers.
Learning Objectives
Set Business Hours
- When you set business hours, you’re telling action plans to avoid nonworking hours, company holidays, and other nonworking days for deadline calculation and task completion. Handy! Both Ryan and his client associate, Srilakshmi, work out of Cumulus Bank’s headquarters in Pittsburgh, Pennsylvania. Since wealth management works there too, Matt sets up business hours for that l…
Set Up Company-Wide Holidays
- Next, Matt sets up company-wide holidays. Business hours and escalation rules are suspended during holidays, and the team can enjoy a well-deserved break. 1. Click and then Setup. 2. In the Quick Find box, enter holiday, and then select Holidays. 3. Click New. 4. Martin Luther King Jr. Day is observed as a holiday at Cumulus. Matt adds the details ...
Create Account Teams and Roles
- Ryan would like to assign action plan tasks to specific roles. To enable his, Matt sets up account teams and roles. What’s an account team? It’s a group of users who work together on a client. Matt then assigns the people who play those roles for a client. When a user creates an action plan from a template at run time, FSC resolves the role to a user and assigns the task to that user. Ry…
That’S It, Folks!
- With Action Plans in their org, Ryan’s team can run the Wealth Management division like a well-oiled machine. Action Plans is keeping them on track from within the context of their everyday tasks and the clients they’re servicing. And customers like Kiara have noticed. Lately, she’s been recommending Cumulus Bank to her friends and family. Thanks to Action Plans, our all-star tea…
Resources
- Salesforce Help: Set Up Nonwork Days
- Salesforce Help: Set Business Hours
- Salesforce Help: Enable Action Plan Task Assignment to Roles
Create A New Object
- First, create a new Timezone object with the following fields: 1. Name: Text 2. GMT Offset: Number (3,2) 3. Summertime Start - Text (255): FYI only, not needed for any calculation 4. Wintertime Start - Text (255): FYI only, not needed for any calculation 5. Summertime Start Date: Date 6. Wintertime Start Date: Date 7. Summertime Start Offset : Numb...
Add Fields to The User Object
- Next, create the following fields on the User object: 1. Timezone Name: Text (80) 2. GMT Offset: Number (3,2) 3. Summertime Start - Text (255): FYI only, not needed for any calculation 4. Wintertime Start - Text (255): FYI only, not needed for any calculation 5. Summertime Start Date: Date 6. Wintertime Start Date: Date 7. Summertime Start Offset: Number (3,2) 8. Wintertime Star…
Create A .csv File and Upload It to The Timezone Object
- This is the hardest part, but worry not! I’ve done the heavy lifting. It took me a while, but I compiled the necessary data in this file; you can simply download it as a .csv file and upload it to the Timezone custom object. A few things to note: 1. I used this siteto get the summertime and wintertime offset (with UTC). 2. The year in the dates in this file are irrelevant. I chose 1900 but i…
Create A Record-Triggered Flow
- How simple is this? All this flow does is retrieve the field values in the Timezone object and update the User record with the same values. Here’s a step-by-step on how to create it: 1. Set the Start element to trigger when “A record is created or updated”, and select Before the record is savedin the Run the Flow section. Select Useras the object and set the conditions like so (using {…
Update The Existing User Records
- Unfortunately, this solution does not work for existing user records unless you update their time zones. There are a few ways you can update these records, but I personally like automations. 1. All you need to do is create a schedule-triggered flow that would run once only and would go over every active user record where the fields are blank, and update them accordingly: 2. Filter Condit…
Create A Formula Field on Cases
- We’re finally there! This is where the magic happens. You now need to create a formula field on Cases. I simply called it “Created Hour”: Here’s the complete formula: Let’s try to break it down. The most complicated part of the formula is: This is how I calculate the actual Sunday the time change occurs on the year of the Created Date. Since the WEEKDAY() function returns a numbe…
Create A Report on Cases
- That’s it! You now have everything you need to create the report. That’s the easy part. Simply create a report on Cases grouped by either the Created Date on rows and Created Hour on column, or only the Created Hour on rows: Why don’t you add a Dashboard, too!?