December 28 2016
Salesforce Tip: Adding US Timezone to Accounts
For my company’s email campaigns, we use a customer’s US time zone to determine when a particular email gets sent out. I added it as a custom formula to Accounts.
Let’s walk through how to set up a custom formula:
- Go to “Setup” > “App Setup” > “Customize” > “Accounts” > “Fields”.
- Click on “New” under “Account Custom Fields & Relationships”.
- For the field settings, use “Formula” for “Data Type”, an appropriate label for “Field Label”, and “Text” for “Formula Return Type”.
- For the formula, I translate “Billing State” into the time zone. See my version in the GitHub Gist below.
- To verify your version, use “Check Syntax”.