Calculate Field Values with Formulas
A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can help you automatically calculate the value of a field based on other fields.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
Available in: All Editions Reports and Approvals aren’t available in Database.com |
Watch a Demo: 
Getting Started With
Formulas (Salesforce Classic)
This video gives a brief introduction to Salesforce formulas, accessing the formulas editor in the app, and how to use the editor tools to create formulas.
- Where are Formulas Used in Salesforce?
Many areas in Salesforce use formulas. Before you begin using formulas, review the differences in their uses. - Formula Data Types
The data type of a formula determines the type of data you expect returned from your formula. - Elements of a Formula
A formula can contain references to the values of fields, operators, functions, literal values, or other formulas. - Formula Operators and Functions by Context
Use these operators and functions when building formulas. All functions are available everywhere that you can include a formula, such as formula fields, validation rules, approval processes, and workflow rules, unless otherwise specified. - Using Date, Date/Time, and Time Values in Formulas
Date formulas are useful for managing payment deadlines, contract ages, or any other features of your organization that are time or date dependent. - Build a Formula Field
Your custom formula fields require special attributes. - Formula Field Limits and Restrictions
Before you create formula fields, be aware of their limits and limitations. - Formula Best Practices
You can use the Formula Editor in Salesforce to construct a simple formula with a few clicks. But what if you want to build something more complex? Use these tips to help you map out formula logic and make it easier to troubleshoot errors. - Examples of Advanced Formula Fields
Review examples of formula fields for various types of apps that you can use and modify for your own purposes. - Formulas: How Do I ... ?
A collection of topics around formulas, including common math calculation, text functions, and more. - Common Formula Errors
Review common errors that can occur with formulas and how to fix them. - Get an Explanation for a Formula and Fix Errors with Einstein for Formulas
Use Einstein for Formulas to get an explanation for a formula and fix syntax errors in a formula used in Formula fields, default field values, and record validation rules. As an admin, you can use Einstein’s assistance for existing formulas or for the new ones that you create.
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