|Available in: both Salesforce Classic and Lightning Experience|
|Available in: All Editions|
Watch a Demo: Formulas: Tips and Gotchas
- Formula fields that a user can see may reference fields that are hidden or read only using field-level security. If the formula field contains sensitive information, use field-level security to hide it.
- You can add activity formula fields to task and event page layouts. Note that a task-related formula field on an event page layout may not be useful. Likewise, event-related formula fields on task page layouts may not be useful.
- To determine if a record is a task or event, use the IsTask merge field. For example:
IF(IsTask, "This is a task", "This is an event")