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Lesson: 08 | Formula

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Notes

In Salesforce, a formula is a user-defined expression that calculates a value based on the values of other fields, constants, or operators. Formulas can be used in a variety of ways, such as to automate business processes, to create custom validation rules, or to calculate custom fields.

Formulas in Salesforce can be created using a visual editor or by writing code using the platform's programming language, Apex. The visual editor provides a point-and-click interface that allows users to select fields, operators, and functions to build complex formulas without needing to know how to write code.

Formulas in Salesforce can be used to perform a wide variety of calculations, such as simple arithmetic, string manipulation, date calculations, and logical comparisons. For example, a formula could be created to calculate the total revenue for an opportunity, based on the opportunity's price and quantity fields.

Formulas can also be used to create custom validation rules that enforce data quality and integrity. For example, a formula could be created to ensure that a contact's email address is in a valid format.

Overall, formulas in Salesforce are a powerful tool that allow organizations to automate business processes, improve data quality, and create custom functionality that meets their specific needs. By using formulas, organizations can streamline their operations and gain insights into their business operations.

You’ve got a lot of data in your organization. Your users need to access and understand this data at a glance without doing a bunch of calculations in their heads. Enter formula fields, the powerful tool that gives you control of how your data is displayed.

How to create a formula field?

From Setup, open the Object Manager and click Opportunity.
In the left sidebar, click Fields & Relationships.
Click New.
Select Formula and click Next.
In Field Label, type My Formula Field. Notice that Field Name populates automatically.
Select the type of data you expect your formula to return. For example, if you want to write a formula that calculates the commission a salesperson receives on a sale, you select Currency. For now, pick Text.
Click Next. You’ve arrived at the formula editor! Time for our tour.

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Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

You need to complete all the quizzes before certification.

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Lesson: 08 | Formula

Notes

Administrator Course