Salesforce Use Formula Fields

  1. From Setup, open the Object Manager and click Opportunity.
  2. In the left sidebar, click Fields & Relationships.
  3. Click New.
  4. Select Formula and click Next.
  5. In Field Label, type My Formula Field. Notice that Field Name populates automatically.
  6. 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.
  7. Click Next. You’ve arrived at the formula editor! Time for our tour.

Leave a Reply

Back To Top