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

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& TERAKOYA EAST Shun Kosaka | Accenture Japan | @shunkosa

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✏ Salesforce Trailhead Playground Developer Edition 1 ✋ • • • https://sli.do/ # 8230 2019 10 31 Salesforce TERAKOYA FORCE (Advanced + )

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[ ] … 1. 2. 3.

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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

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Step1. Help MONTH(2017/12/18) = 12 ❌ MONTH(LastModi edDate) ⭕ MONTH(LastModi edDate ) /

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/ Step2. / MONTH(LastModi edDate ) = MONTH(DATEVALUE(LastModi edDate)) = 12 DATEVALUE(2017/12/18 16:10) = 2017/12/18 STEP1 MONTH

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/ Step3. ❌ MONTH(DATEVALUE(LastModi edDate)) & ⭕ MONTH(DATEVALUE(LastModi edDate)) & & = 12 ( ) ( ) NG 12 ( ) ( ) Apex + +

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/ Step4. / TEXT(12) = 12 MONTH(DATEVALUE(LastModi edDate)) & = TEXT(MONTH(DATEVALUE(LastModi edDate))) & = 12 & = 12

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1. • • 2. • 3. ❌ ⭕ ☺ Owner.ProﬁleId = ’0e28000001qLOa’ …

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ON ( ) PRIORVALUE

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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.

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1 OK NG AND( ISPICKVAL(PRIORVALUE(StageName), ‘Value Proposition’), OR( ISPICKVAL(StageName, ‘Needs Analysis’), ISPICKVAL(StageName, ‘Qualiﬁcation’), ISPICKVAL(StageName, ‘Prospecting’) ) ) Value Proposition …

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1 OK NG AND( ISPICKVAL(PRIORVALUE(StageName), ‘Value Proposition’), OR( ISPICKVAL(StageName, ‘Needs Analysys’), ISPICKVAL(StageName, ‘Qualiﬁcation’), ISPICKVAL(StageName, ‘Prospecting’) ) ) Value Proposition …

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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

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2 • (TERAKOYA) • a IF(Account.ShippingState = , 500, 700)

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2 • (TERAKOYA) • a IF(Account.ShippingState = , 500, 700)

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2 • (TERAKOYA) • a IF(Account.ShippingState = , 500, 700)

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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)

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2 ( ) • • • • • Apex • ( ) • Sandbox •

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3 ( ) ⭕ ⭕ ⭕ ⭕ ⭕ ❌ ❌ ShippingState <> ‘ ’ || ShippingState <> ‘ ’ || ShippingState <> ‘ ’ || … 44 … …

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3 ( ) NOT( CONTAINS( ‘ : : : : : : : : : : : : : : : : : 結 : : : : : : : : : : : : : : : : : : : : : : : : : : : : : ’ , ShippingState ) ) || LEN(ShippingState) < 3 = ShippingState 3 ( ) OR IF CONTAINS

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4 2 10% 8% ※ (TERAKOYA) ID API (DeveloperName)

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5 (TERAKOYA) 30%縄

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5 ※ TERAKOYA

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https://gist.github.com/shunkosa/acf995909947d95174cd7ae5252ae4dd

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• • ID • DeveloperName • • • • •

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Trailhead Salesforce Help - https://help.salesforce.com/articleView?id=useful_advanced_formulas.htm&type=5

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Thank you!