Get tips for working with merge fields in your formulas. Learn how to reference cross-object merge fields, work with person and business accounts, and more. Plus, find guidance on using a special merge field to reference the unique identifier for your Salesforce org in a formula.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
RecordType.Id can make your formula less readable; when you do
use it, write in-line comments into the formula to clarify.Use the values “Read,” “Edit,” and “None” in a formula when referencing:
Use the values “Read,” “Edit,” and “All” in a formula when referencing:
#Error on the person
accounts page.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.