Formula Field In Salesforce

Hi SDFC4STUDENTS Learner,

As you know now that how you can create the field in a Salesforce object. So for now we will learn here how to we will create a Formula field in an object. Just Follow the Steps and see the magic of the formula field.

Requirement - Based on the Selected Picklist field's value get the website URL on the formula field.

1. From the list of Objects, click Case (You can select any Object where you want to create a formula field).

2. Click the Fields & Relationships section from the left navigation then Click the “New” button as shown below.

3. Select “Formula” from the data type and then click “Next” (We are creating here a “Formula” type field but you can select any type of field type).

Note:- Salesforce provides 23 types of fields. You can also read the functionality of these fields when you will on the below image view from the right side.

4. Fill in all the required fields (Red Marked) and then check the Formula Return Type “Text” then click Next.

5. You will get this window where you will create a formula after the formula creation clicks Next.

Here is a brief description of the fields:-

a) Advanced Formula = You can use lots of functions (B) in Advanced Formula.

Simple Formula = You can not use the function in a Simple Formula.

b) Functions = According to your condition you can use the Functions.

c) Insert Selected Function = When You will select the function and after clicking on this button then your selected function will automatically paste into the Formula area.

d) Formula Area =  The formula area (body) is the area where you use the whole formula.

e) Insert Field = The Insert Field button opens a menu that allows you to select fields to use in your formula. Inserting from this menu automatically generates the correct syntax for accessing fields.

f) Insert Operator = The Insert Operator button opens a drop-down list of the available mathematical and logical operators.

g) Check Syntax = Once you’ve written a formula, you can use the Check Syntax button to ensure that everything is in working order before saving. If your formula has issues, the syntax checker alerts you to specific problems.

h) Treat blank fields as zeroes = If your formula field return type is Number, Percentage, Currency, etc. then you should check this option.

Treat blank fields as blanks = If your formula field return type is Text. Then you should check this option.

6. Select the profiles (10) to which profile you want to grant field visibility access via field-level security and then Click Next.

7. We can put fields to different types of Case object page layouts by these checkboxes (12).

Click Save (If you want to create multiple fields then you can click the button “Save & New”)

Thanks for your given time guys, I hope it will helpful.