Loading

Unable to Increase the 5-Field Limit for Custom Summary Formulas in Salesforce Reports

Дата публикации: May 4, 2026
Описание

Salesforce Reports support a maximum of 5 Custom Summary Formula fields per report. A Custom Summary Formula is a report feature that allows users to create calculated fields based on summary (aggregate) data in summary, matrix, or joined reports. This limit is hard-coded and cannot be changed by configuration or by Salesforce Support.
To request that this limit be increased in a future Salesforce release, submit or vote on  Increase Limits for Summary Formula Fields in Reports on the IdeaExchange.

Решение

If your Salesforce report requires more than 5 calculated summary fields, consider the following workarounds:
Option 1: Create Formula Fields on the Object
Create the formula as a custom formula field directly on the target Salesforce object (for example, Opportunity or Account). These object-level formula fields can then be included as standard columns in your report without consuming a Custom Summary Formula slot. This approach is best suited for calculations that are always needed at the record level.
Option 2: Split Into Multiple Reports
Split the reporting requirement into multiple reports, each using up to 5 Custom Summary Formulas. Consolidate the results using a joined report or a dashboard with multiple components.
For more on summary formulas, see Get the Most Out of Summary Formulas: Tips, Limits, and Limitations.

Номер статьи базы знаний

000384800

 
Загрузка
Salesforce Help | Article