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            Get an Explanation for a Formula and Fix Errors with Einstein for Formulas

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            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.

            Required Editions

            Einstein Generative AI is available in Lightning Experience. Setup for Einstein Generative AI is available in Lightning Experience.
            Available in: Enterprise, Performance, and Unlimited Editions

            Your organization must license Einstein for Formulas to use the feature. Contact your Salesforce account executive for more information.

            In the following scenario, see how Einstein for Formulas can help you fix a formula field.

            1. Turn on Einstein Generative AI. See Enable Einstein Generative AI.
            2. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager. Next, click any object. For example, select Account.
            3. Select Fields and Relationships, click any existing formula field, and then click Edit.
              You can view the existing formula in the Formula Editor.
            4. To get assistance for this formula, click Use Formula Assistant on top of the Formula Editor.
              The Einstein panel opens.
            5. If the formula is correct, Einstein asks if you want to receive an explanation for the formula. Click Explain Formula to proceed.
            6. If there are any syntax errors in the formula, Einstein identifies the error and suggests a fix for the formula. Click Fix Formula to view the fixed formula.
              formulas_einstein_fix_formula
              1. To copy the updated formula in the Formula Editor, click Use Formula.
              Note
              Note The languages supported for the generative response include English, French, German, Italian, Japanese, and Spanish. If your user’s language isn’t one of the supported languages, responses are generated in English.
            7. (Optional) To provide feedback to Einstein about the generated explanations and formula fixes, use the thumbs-up and thumbs-down icons in the panel. If the generated explanation or the suggested fix for a formula is accurate, use the thumbs-up icon, or use the thumbs-down icon to select and submit feedback.
             
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