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Formatting data values in template design refers to the process of presenting information in a visually appealing and organized manner. The goal is to enhance the readability and user experience of the template. The specific formatting applied to data values depends on the type of data being presented. Here are some common data types and how they might be formatted in a template:

1. Currency, Number and Percentage Formatting:

  • Currency/Percentage Symbols: Include the appropriate currency symbols or codes for monetary values.

  • Decimal Places: Specify the number of decimal places based on currency conventions. Some currencies use two decimal places, while others may use none or more.

  • Thousand Separators: Use commas or periods to separate thousands for better readability.

  • Negative Numbers: Clearly distinguish negative numbers using parentheses, a minus sign, or specific formatting.

Set Currency, Number and Percentage format

2. Date/Time Formatting:

  • Date Format: Choose a consistent date format (for example, MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD) based on regional or organizational preferences.

  • Time Format: Select a time format (12-hour or 24-hour clock) based on the context of use.

  • Date and Time Separators: Use appropriate separators between date and time components.

  • Relative Time: Consider displaying relative time (e.g., "2 hours ago") for recent events.

Set Date and Time format

3. Boolean (Checkbox) Formatting:

  • Checked and Unchecked States: Clearly differentiate between the checked and unchecked states. Consider using different styles such as check/unchecked icons, or simply Yes/No instead of the default result true/false.

Set Checkbox format

The specific formatting choices will depend on the nature of the data, the purpose of the template, and company’s branding. Consistent and thoughtful formatting contributes to a positive user experience and helps convey information effectively.

How to format Salesforce Data

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