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FAQs
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How do you make a Formula field?
From Setup, click Object Manager and select Opportunity. Select Fields & Relationships then click New. Select Formula as the Data Type, then click Next. Enter Commission as the Field Label. Select Currency as the Formula Return Type. Click Next. Select Amount from the Insert Merge Field picklist. -
How do I apply a formula field in Salesforce?
Open Accounts page from setup. Create New Field. Select Formula and click Next. In Field Label, type Label for the formula field. ( The Field Name will get populate automatically) Select the type of data the formula should return. ... Click Next. -
How do I create a formula field in Salesforce lightning?
Suggested clip How to create a custom formula field, in opportunities page, for ...YouTubeStart of suggested clipEnd of suggested clip How to create a custom formula field, in opportunities page, for ... -
What is a capability of formula fields?
The capabilities of cross-object formula fields are: Formula fields can expose data the user does not have access to in a record. Formula fields can reference fields from Master-Detail or lookup parent relationships. Formula fields can reference fields from objects that are up to 10 relationships away. -
How do I use a formula field in another formula field in Salesforce?
Open Accounts page from setup. Create New Field. Select Formula and click Next. In Field Label, type Label for the formula field. ( The Field Name will get populate automatically) Select the type of data the formula should return. ... Click Next. -
How do you use a value formula in another formula?
Click the cell in which you want to enter the formula. In the formula bar. , type = (equal sign). Do one of the following, select the cell that contains the value you want or type its cell reference. ... Press Enter.
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hello everyone today we'll discuss a very basic but super important topic which is formulas formulas are extensively used in three different areas of Salesforce first is on formula fields obviously second one workflow and validation calculations and third one it's on visualforce pages in order for us just understand how hormones work how you can get started we look at the most basic application of four months which is on formula fields let's get started new field on the account and I look for formula it says if formula field is a read-only field it derives its value from a certain expression and this is what we're going to be looking at how do you create these expressions and this field is automatically update when any of the source fields change so if the field I create is based on the last modified date field or if it's based on the name of the account it automatically changes no you don't have to tell it to update and our formula field can display different types of values it can be either check box currency or a day date time number percent text time this time field has just been released couple of months ago the one now uses the check box the formula field will check if a certain field has any decimal places okay has decimal places if you're a bit confused what I mean by that just hold on a minute give me two minutes you see in this window always suggest using the advanced formula window is sort of a simple formula the key things on this page is this button which field would you like to use and then once you have that field what would you like to do with it would you like to add it to some other with another value we like to compare it with some value we'd like to divide it etcetera yeah and then you have some functions such as rounding taking the right to values getting the today's date etc there a lot of functions I've only used a couple of them like hyperlink if it's blank I've used I probably need to explore and see how I can make use of the other ones as well okay so you got one two three and the fourth important thing is the check syntax once you do to formula always press this button just as a sanity check to make sure that your formula makes sense and then also make sure to enter a description although it might be clear what does form a does for you you might move on move on to a different project or many years later you might retire and someone might be a bit confused what does form a dancer in a bit of description will demystify everything alright so back to what we came here for we want to create a formula field which will check if a certain field has any decimal places okay purchase price field here we go I want to check if this field has an index for classes ok function I'm trying to get it around so you here so I will around this field - you can't even say one decimal place so this field price field on the account object it displays the price of the house I bought and it's a currency field it doesn't allow any decimal places you can see right this is no decimal place is allowed check to see if I put ten thousand times one two three it will cut off the end okay but that's what you think although it says no decimal place allowed that's not always the case and I will show you how all right let's check syntax all good here let's make this field visible only to the system admin and let's add it to both page layouts on the account object click Save okay all right has decimal places okay here's the field has decimal places as you can see it's read-only because it has a lock on it and also because you cannot click on it so let's say we bought a house for ten thousand what gives this formula field is showing that purchase price purchase price field has no decimal places which is accurate and I can verify that to the developer console so I'm looking for the ID name and the price on the account object where the name of the account is Maryland which is what we got right here okay we see ten thousand okay but look at this I can put ten thousand point one two three click Save okay it saved so the new value of this field is ten thousand point one two three it now it has decimal places okay let me close this and just to verify for you look at it it has one two three but if I go to UI and refresh they it only shows 10,000 it does not display the one point one two three unless I double click on it okay but if you have a lot of chance you don't have time to double go in and double click everything so that's why this formula field is very good you can create this formula field has decimal places create a report and filter on this field only show me fields that have decimal places right very convenient another cool formula field is displaying all Google News related to the account name would not express your sales managers in case they work with large accounts or in the news and it will be convenient for them as conversation starters formula which is formula here next text who's next okay here's how we do it would take a function hyperlink I can just put an H hyperlink and you can see it creates a hyperlink you put in a URL here the name it will be displayed as and the field will be used okay the URL is Google News all right that's good next I can just foot since I'm just testing this see if it works for now let's have it only display for the system admin once we know it works well we can display it for other users ok let's go to our account Marilyn let's refresh the page Google News let's Wow magic right Oh Google News related to this account a lot of news about basketball you don't have to be a genius to know that these formula types exist there are a couple of easy ways to know that they do like I didn't know that this cuckoo news firma was there I just looked it up and you can be the same couple of things you should know just to know what is out there what can the formula fields do users for my teach it just sums up everything I told you about the operators functions ok and explains them very succinctly on just two pages ok the next important document is examples of advanced formula fields so if basically you can summarize break down your accounts by region everything in the west part of the US will have a formula displaying west in the central etc very convenient for important purposes your BBC News Bloomberg News we then use Google News etc a lot of great stuff over a lot of pages no time to go through them but just a lot of materials for inspiration ok and the third thing if this stuff is not helping you you the third thing you have to do is type in Salesforce formula beer the number one expert on formulas is Steve Wallace Steve Wallace he has a group called new me beer nothing you go to this group it's all about formulas is that one of the most popular chatter groups on Salesforce has been out there for many years most generously Steve he's answering all the questions that come his way I don't know how he does it how he finds the time he's a professional but he's just so so kind and a lot of people have been asking the questions look at this group has over 3,000 members Steve helps other people help a lot of time Steve does and he's really great no he asked is it next time you see him you buy him a beer all right thank you so much for attention
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