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Function stand-off: IF vs. CASE statements in Salesforce

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Ah, IF statements.

They mean well. They really do. They step up to help us admins during more challenging times, formulaic-ly speaking. And we’re thankful, we really are. But sometimes you just need a simpler approach to your already busy administrator life. And an IF statement, while vital in many situations, can just be downright ugly, disorganized, and let’s face it: makes my eyes bleed when trying to de-bug, modify, or otherwise make some sort of sense out of.

So what’s an admin to do?

Well, this is where I’d like to introduce my friend the CASE function.

Ah CASE statements. Such a breath of fresh are.

So simple, innocent, quick to type up, troubleshoot, modify, and de-bug. It’s like a cool drink of ice water on a hot balmy day, and yet I never seem to come across them in many of my clients environments. Instead the IF statements seem to prevail. I’ve come across tangled, gnarled, convoluted messes – one after another – and the headaches! the hair pulling! the eye bleeding!

Ever open an IF statement like this and want to just crack open a beer and call it a day?:

IF( OR( ISBLANK( Patient__c ) , ISBLANK(Patient__r.DOB__c ) , ISBLANK(Patient__r.Street__c ) , ISBLANK(Patient__r.City__c ) , ISBLANK(Patient__r.State__c ) , ISBLANK(TEXT( Payer_Type__c )) , ISBLANK( Patient_Order_Form_Signature_Date__c) , ISBLANK( Patient_Order_Form_Rcv_d__c), ISBLANK( Referring_MD__c ) , ISBLANK( Audiologist__c) , ISBLANK(TEXT( BTE_color__c)) , ISBLANK(TEXT( BTE_to_be_worn_on__c )) , ISBLANK(TEXT( ITM_to_be_worn_on__c )) , ISBLANK(TEXT( Mic_Tube_Size__c )) , ISBLANK(TEXT( Patient_Dx_Primary__c )) , ISBLANK(TEXT( Patient_Condition_Preventing_Use_of_AC__c )) , ISBLANK( Rx_Date__c ) ,ISBLANK( Patient_Rights_Form_Rcv_d__c)&&ISPICKVAL(POP_Version__c,’Old POP’),ISBLANK( Assignment_of_Benefits_Form_Rcv_d__c), IF( ISPICKVAL(POP_Version__c,’Jan 2013 POP’), OR( ISBLANK( CMN_Signature_Date__c), ISBLANK( Current_Audiogram_Received__c), ISBLANK( Patient_Chart_Note_Received__c), ISBLANK( Rx_Form_Received_Date__c), IF( ISPICKVAL(Payer_Type__c ,”3rd Party Payer”), OR(ISBLANK(Copy_of_Insurance_Cards_Received__c),ISBLANK( Insurance_Benefit_Investigation_Form__c)), FALSE ) ),FALSE) ), ‘false’, ‘true’) ,’International_Order’, IF( OR( ISBLANK( Patient__c ) , ISBLANK( Patient_Order_Form_Rcv_d__c), ISBLANK( Referring_MD__c ) , ISBLANK( Audiologist__c) , ISBLANK(TEXT( BTE_color__c)) , ISBLANK(TEXT( BTE_to_be_worn_on__c )) , ISBLANK(TEXT( Mic_Tube_Size__c )) , ISBLANK(TEXT( IFU_Language__c ))) , ‘false’, ‘true’) ,’true’

No bueno.

To illustrate how a CASE statement can be SO much EASIER to write than an IF, let’s take a situation where we have a custom field (Grade__c) that is a picklist for users to select a student grade level from (with values to choose from like “Kindergarten”, “1st Grade”, etc). And we want to create a custom formula field to translate that value to a simple single digit value (i.e. “K”, “1″, etc). With an IF statement we would have to draw up something like this:

IF(TEXT(Grade__c) = “K”, “Kindergarten”, IF(TEXT(Grade__c) = “1″, “1st Grade”, IF(TEXT(Grade__c) = “2″, “2nd Grade”, IF(TEXT(Grade__c) = “3″, “3rd Grade”, IF(TEXT(Grade__c) = “4″, “4th Grade”, IF(TEXT(Grade__c) = “5″, “5th Grade”, IF(TEXT(Grade__c) = “6″, “6th Grade”, IF(TEXT(Grade__c) = “7″, “7th Grade”, IF(TEXT(Grade__c) = “8″, “8th Grade”, “No value found”)))))))))

Ok, ok, not the end of the world. BUT, it was annoying to write. Especially getting all those parenthesis in there. I can’t tell you how many times I got that annoying  ” Error: Syntax error. Missing ‘)’  ”  error message until I got the thing right.

Let’s take this formula and clean it up. Behold the simplicity, and happiness that is the CASE function:

CASE(TEXT(Grade__c),
“Kindergarten”,”K”,
“1st Grade”,”1″,
“2nd Grade”,”2″,
“3rd Grade”,”3″,
“4th Grade”,”4″,
“5th Grade”, “5″,
“6th Grade”, “6″,

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“7th Grade”, “7″,
“8th Grade”, “8″,
“No value found”)

And yes! Our new CASE formula will yield the same results. With the handy dandy CASE function we now have an admin-friendly formula that is much easier to modify or troubleshoot. Hooray for us! In fact, this formula is now so simple that you can easily train a fairly junior admin how to add or remove from it as business processes change. Need to change what value returns when the value chosen is “7th Grade”? No problem! Want to add “9th Grade” to the list? Knock yourself out! It’s kuh-RAZY!

And if the ease of creating a formula like that wasn’t enough to sell you, how about this: CASE functions help you avoid creating a formula that is too big for execution. IF statements tend to grow exponentially on the backend where all the calculating takes place, and before you know it you’ve got a formula that seems simple enough and yet it won’t save because you get that pesky “exceeded the maximum number of characters” error alerts. Swap that formula out with a CASE statement and you’ll most likely be back in business.

Now that I’ve sung all sorts of praises about our friend the CASE statement, I wouldn’t be doing my job if I wasn’t clear that CASE isn’t meant to replace IF statements. Yes, CASE statements are awesome sauce. But they can’t perform evaluations nested within them. So if you need to determine if the Grade__c field value chosen begins with “K” for example (by nesting the BEGINS function in there), you can’t do that. Too fancy for CASE. Gotta throw an IF statement together for that.

But for Best Practices sake, I whip out a CASE statement whenever possible to save myself the hair pulling, to keep my formulas nice and small, and avoid getting too big for execution.

Blog, Salesforce Trickery

Workflow wrangling: finding a sane way to test email alerts in Salesforce

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Testing a workflow rule that is setting off an email alert can be a bit crazy making. If you run your test, and no email alert goes out, you don’t know if it’s because your workflow rule isn’t working, the email hasn’t made it through the interwebs yet, or is hiding in the recipient’s spam folder. And hey – who wants to perform testing with an audience? So that poor recipient of yours has to keep letting you know if they did or did not get the email. And did they check their spam folder? And do they normally get system automated emails from Salesforce alright? Have they had problems getting emails today? How about hit refresh on their email. How bout now? Now? So how does an admin test email alerts?

Seriously, who has patience for that?

Ok, so let’s pretend it’s not the email getting lost somewhere out in the email ether. Maybe it was your rule. Perhaps, let’s just assume for a moment here, that your rule wasn’t written perfectly the first time. Maybe there is some small flaw in the formula or the filter criteria you set up. I know, I know – never happens right?

Here’s where I like to deploy a quick little trick I learned a while back that has saved me many instances of banging my head on my keyboard. When setting up my workflow actions that follows a workflow rule firing off, I not only set up my Email Alert but I also set up a Task:

task list

 

 

 

 

 

 

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“A Task she says??”. Yes, a task – bear with me for a moment as I elaborate.

By setting a Task to fire off when a workflow rule is triggered we now have something a bit more tangible to locate when we test the workflow rule. So, if you back up to that part where we test our workflow rule and there is no email to speak of – scroll down to the Activity History Related List of your record and you should see a copy of your Task IF your workflow rule is working. Ah ha! We now have PROOF one way or the other. If there is NO task logged under there we know that the workflow rule is not working and we can troubleshoot our not-so-perfect rule we set up. If there IS a task logged, then we now know it’s an email related issue…and now have some other annoying thing to troubleshoot. But at least you, as an admin, can say without a doubt that your rule is working – and can tell your user (who’s not getting their emails) to go fix their spam filters.

Here’s a quick shot of how I usually set up my Task Detail:

task details

I like to assign the Task to the record owner (in this example it’s on the Opportunity Object, so it’s the Opp Owner). I always start the Subject of my Task with “Email Sent:  <name of email alert> ” – keeps it easier to find if a record’s Activity History is rather lengthy. Status is set to “Completed” (don’t want it to be left open).

Pretty simple to set up while you’re already setting up your Email Alert, and it cuts WAY down on banging your head on office equipment. Which will make your IT department happy. So you can save your favors for other things like fixing your company’s Outlook Exchange Server settings from filtering out all of Salesforce’s automated emails.