Formula Fields
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. A formula field in a page layout, a list view, and a report. When you’re first learning formulas, it’s best to start with simple calculations and build up to more complex scenarios. But, as you’ll see, even simple formulas provide valuable information. Finding and Using the Formula Editor You can create custom formula fields on any standard or custom object. To start, we’ll create a formula on the Account object. Creating a New Formula Field Follow these steps to navigate to the formula editor: Go to the Accounts page from setup. Create a new field. 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 ...