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Get the Most Out of Row-Level Formulas: Tips, Limits, and Limitations
As you get ready to write row-level formulas, review these tips, limits, and limitations.
Required Editions
| Available in: 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 formulas in private reports: |
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| To create, edit, and delete formulas in public and private reports: |
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- Each report supports 2 row-level formulas.
- Each row-level formula can reference up to 5 unique fields. If the formula references the same field 5 times, that counts as referencing 1 unique field.
- You can't use row-level formulas for:
- Cross filters
- Buckets
- Row-level formulas can't reference:
- Bucket fields
- Summary formulas
- Other row-level formulas
- Row-level formulas don't support these field types:
- Boolean
- Timeonly
- Phone
- Multiselect picklist
- Some date fields aren't supported, including:
- Due Date
- Birthdate
- Some text fields aren't supported, including:
- Billing Address
- Row-level formulas always use an org's default currency. Row-level formulas don't respect
multi-currency settings on reports.
For example, if USD is your org's default currency and a report is set to show GBP, the row-level formula displays USD.
- "With or Without" custom report types (like Accounts with or without Contacts) don't support row-level formulas. The Add Row-Level Formula button doesn't appear.
- You can create row-level formulas on historical trend reports, but you can't reference historical fields in row-level formulas.
- Reporting snapshots don't support row-level formula fields.
- Row-level formulas aren't available on joined reports. To convert a report with row-level formulas into a joined report, first remove the row-level formulas.
- The embedded Salesforce Classic report builder in Lightning Experience doesn't support row-level formulas. If a report has a row-level formula, then the Edit (Salesforce Classic) button doesn't appear.
- You can't create, edit, or delete row-level formulas from the Fields panel. Create, edit, or delete them from the OUTLINE panel.
- Row-level formulas aren't available in Salesforce Classic. You can't run or edit reports with row-level formulas in Salesforce Classic.
- Row-level formulas aren't available in the Apex API.
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