Quick note on the CURRENCYRATE function (Spring 18′ Release)

This Currency related formula functions very much expected by many users having clients across borders. When it finally came out in Spring 18′ Release I was very optimistic about its functionality – expecting it would return a server value similar to NOW() function. Sadly, it didn’t. What it does is just returns the Exchange rate […]

Salesforce Tips: How to Map a Lead Source to the Account Source Upon Conversion

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The lead conversion process has always had its shortcomings. One of the most common issues was the fields mapping upon conversion. For quite a long time it was only possible to have a one-to-one type of mapping – when each lead field can only be mapped to one field from either Account, Contact or Opportunity. And […]

How to add months to a date with Salesforce formula with ADDMONTHS function – (Spring 18′ Release)?

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Adding months to a given date is a very common use case. But accomplishing this with a formula field of a field update formula used to be a tricky task. In the latest Spring 18′ release  (only available in Sandbox preview for now) of a new function called ADDMONTHS it has become 10 times easier. Below […]