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            Get the Most Out of Row-Level Formulas: Tips, Limits, and Limitations

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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:
            Enhanced Folder Sharing
            Create and Customize Reports
            To create, edit, and delete formulas in public and private reports:
            Enhanced Folder Sharing

            Report Builder OR Report Builder (Lightning Experience)
            • 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
              • Email
              • 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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