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Delete a Summary Formula Column
If you no longer need a summary formula column, delete it.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete summary formula columns in private reports: |
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| To create, edit, and delete summary formula columns in public and private reports: |
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The steps for deleting a summary formula column are a little different depending on whether you’re using Lightning Experience or Salesforce Classic. Follow the instructions based on whether you’re using the Lightning Experience or the Salesforce Classic report builder.
- Delete a Summary Formula Column in Lightning Experience
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- Edit or create a report.
- From the Formula Columns section, find the summary formula column you want to remove and
click X. When you remove a summary formula this way, it's still
available in the Fields pane under Summary Formulas. You can add it back to the report as a
summary formula column from the Fields pane later.
Alternatively, from the Fields pane, under Summary Formulas, find the formula column you want to edit and click
| Delete. When you delete a summary formula this way, it is removed for good. If you
want to add it back later, you'll have to rewrite it. - Click Save.
- Delete a Summary Formula Column in Salesforce Classic
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- Edit or create a report.
- From the Fields pane, in the Formulas folder, find the summary formula column you want to
delete and click
- Click Save.
The summary formula column is removed from your report.
In Lightning Experience, If you accidentally delete a formula column in Lightning Experience,
undo the deletion by clicking 
.
In Salesforce Classic, you can’t undo a deletion. If you can’t undo the deletion, deleting a summary formula column is permanent. To get it back, you’ll have to recreate it from scratch.
