Salesforce Using Formula Fields - Salesforce

What is Salesforce Using Formula Fields?

Numerous times, we need to operate the values of the fields stored in the Salesforce object by applying a few conditions or calculations. For instance, we want to get the Account number value linked to the contact object, so that we can find the Account number from the contact name. In such situations, we make formula field in addition to the existing fields in the object.

Let us now see the steps to create formula field.

Step 1

Go to the link path Setup Home → Object Manager → Contact. Then scroll down to the Fields and Relations tab and add New. Select Formula as the data type and click Next. The resulting window appears. Here we select the return type as Text and also fill in the Field Name and Field Label.


Step 2

Clicking on Next brings takes you to the resulting window where, you have to choose the field based on which the formula will be built. Let us now select Account number from the Account table. Click Insert to insert this field into the Contact object.


Step 3

In this step, we can see the field Account Number look under the fields of the Contact object as revealed below.


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