Creating CRM in Appsheet Part 3
In the final installment of our series on building a CRM with AppSheet, we focus on a cornerstone of any CRM system: the Sales Data. This tutorial will guide you through setting up a comprehensive sales data table, automating key calculations, and effectively linking sales to specific products. By the end of this post, you'll be equipped to maximize your CRM's potential in managing, tracking, and analyzing sales activities. A well-structured SalesData table is essential for tracking each sale's details. Your table should include fields such as SaleID, Date of Sale, ProductID, Quantity Sold,
Switch ( ) function
The SWITCH() function in AppSheet is a powerful tool that simplifies decision-making processes in your applications. Unlike traditional IF() statements that can get complex and hard to manage with multiple conditions, SWITCH() offers a cleaner, more readable alternative. This function evaluates a given expression and matches its result to a list of cases, returning the corresponding value for the first matching case. Using the SWITCH() function in AppSheet is straightforward. Here’s a simple syntax to get you started: SWITCH(expression, case1, value1, case2, value2, ..., default_value) expression: The value or expression you want to evaluate.
