Insert Field: Insert fields from your object and related objects here.
There are various features you can take advantage of here for building both simple and complex formulas to display different sets of data on your object: Once a formula field is selected, you should choose which data type is most suitable for your use case.Īfter you have selected your data type, you will be presented with the formula creation page (I would always advise clicking on the Advanced tab).
Click New in the Field and Relationship section of the Object you decide on.
Access the Object Manager from Setup – navigate to the object you wish to create the Formula Field on.
How Do I Create a Formula Field in Salesforce?Īs with any other custom Salesforce field, formula fields are created by following just a handful of steps:
If you can handle basic functions in an Excel sheet, then you can handle formula fields.
Display different images if a certain criteria is true (e.g., traffic light based on length of another field).įormula fields have slightly different characteristics from a normal field – they are not editable and their values are generated behind the scenes in the Object using the formula editor.
Calculate the difference in days or a certain date between two date fields.
Perform calculations between multiple number fields (which is also possible through Salesforce Reports to a certain extent).
Formula fields can have a number of applications, such as: