Create a Formula Field

When you create a Data 360 data stream, you can choose to generate more fields. These supplemental fields can be hard-coded or derived from other fields in the data stream.

Before you begin, refer to Considerations for Formula Fields to understand the guardrails applicable for creating a formula field.

Note Formulas are refreshed during a full or incremental data stream refresh, and get recalculated only if a record has changed.

1. On the New Data Stream page, click New Formula Field.
2. Provide the following:
   1. Field Label: The field label acts as the display name for a data stream field.
   2. Field API Name: The field API name acts as the programmatic reference for a data stream field.
   3. Formula Return Type: The data type corresponding to the newly derived field.
      Options include: Text, Number, DataTime, Date, Email, Phone, URL, Percent, and Boolean.

      

      Note The Salesforce connectors and Connector services don’t support these data types: Email, Percent, Phone, Boolean, and URL for the Formula Return Type.
3. Construct your formula in the syntax editor. Within the editor, you can reference a combination of:
   1. Fields present in the data stream.
   2. Free form text
   3. Functions
   4. Operators
4. Validate the constructed formulas using the formula testing panel:
   1. Inputs: The panel displays all source fields referenced in your formula.
   2. Text Boxes: Next to each referenced source field in the input, type in a sample value to evaluate the expression.
   3. Test Button: To evaluate the expression that is returned based on the sample value inputs, click the Test Button.
   4. Output: See the expected output value.
5. Click Save.