Formulas: Quiz

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[WpProQuiz 15]

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29 thoughts on “Formulas: Quiz”

  1. Hi John, Formula is always created on child object. In question 2 we are creating formula on campaign which means it is a child object. But we can’t use standard object on the child side. How this is going to work.

  2. Hi John,

    Why can’t we create a roll-up summary field on opportunity to aggregate the lifetime sales of the account (Question 3).

    Thanks!

      1. Hi john,

        Also, isn’t it that Roll-up Summary fields work downwards? That is, Parent to Child? Meaning we couldn’t perform a Roll-up on the Opportunities since they are the Children of Accounts?

        1. Yep- so the rollup field has been created on the account and is in place already. What this question is asking is – how would you display that account data on the opportunity. The field type of the data on the account is actually not important – it’s the replication of the information on the opp.

  3. can we add a roll-up summary field on account record to display all closed-won opportunity related to the particular account?Is it a M-D relationship? plz clarify…

  4. Where is a list of the “valid formula functions”? I don’t even see the lastmodifieddate as an available option. YES, I know what is listed is not an exhaustive list. However, if there are questions such as this I would like to be familiar with the most common options.

    1. Very good question- although I don’t know an exact answer to it unfortunately.

      I would suggest the following:

      Study the syntax of formula itself (e.g. be able to identify a formula that is missing a parenthesis or missing quotations, etc.)
      Study the different types of functions available
      Know how to implement the more common examples (e.g. cross object to display info, simple formulas using IF AND OR CASE, etc.)

  8. A roll-up summary field called “Lifetime Sales” has been added to the account object and displays the total of all closed/won opportunities associated with an account.

    Isn’t opportunity a standard object?
    Is it possible to create a A roll-up summary field that reference it?

  10. I think there might be a typo in the first question: “(…) to display the date 7 after today’s date?”
    Perhaps it should state “to display the date 7 *days* after today’s date?” (otherwise, it sounds like you are asking about the 7th day of the following month)

  12. Hi Brian,

    The syntax within a cross-object formula uses __r when referencing a relationship through a custom field (instead of __c). The actual API name of the field is still includes __c, however (it is just when referenced in relationships that it changes to __r). If you create a formula referencing a cross-object formula, you can see this in action. I can understand how this would be confusing – I’ll look at rewording the question.

    Cheers,

    John

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