{"id":324,"date":"2023-04-27T15:50:00","date_gmt":"2023-04-27T15:50:00","guid":{"rendered":"https:\/\/beinthecloud.biz\/sfdc\/1\/?p=324"},"modified":"2023-04-29T19:21:14","modified_gmt":"2023-04-29T19:21:14","slug":"salesforce-use-formula-fields","status":"publish","type":"post","link":"https:\/\/beinthecloud.biz\/sfdc\/1\/2023\/04\/27\/salesforce-use-formula-fields\/","title":{"rendered":"Salesforce Use Formula Fields"},"content":{"rendered":"\n<ol>\n<li>From Setup, open the Object Manager and click&nbsp;<strong>Opportunity<\/strong>.<\/li>\n\n\n\n<li>In the left sidebar, click&nbsp;<strong>Fields &amp; Relationships<\/strong>.<\/li>\n\n\n\n<li>Click&nbsp;<strong>New<\/strong>.<\/li>\n\n\n\n<li>Select&nbsp;<strong>Formula<\/strong>&nbsp;and click&nbsp;<strong>Next<\/strong>.<\/li>\n\n\n\n<li>In&nbsp;<strong>Field Label<\/strong>, type My Formula Field. Notice that&nbsp;<strong>Field Name<\/strong>&nbsp;populates automatically.<\/li>\n\n\n\n<li>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&nbsp;<strong>Text<\/strong>.<\/li>\n\n\n\n<li>Click&nbsp;<strong>Next<\/strong>. You\u2019ve arrived at the formula editor! Time for our tour.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"jetpack-video-wrapper\"><iframe loading=\"lazy\" title=\"Salesforce Use Formula Fields\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/rk3dqEmwrJs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":362,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[8,6],"tags":[],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-content\/uploads\/2023\/04\/Capture-7.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/posts\/324"}],"collection":[{"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/comments?post=324"}],"version-history":[{"count":1,"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/posts\/324\/revisions"}],"predecessor-version":[{"id":326,"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/posts\/324\/revisions\/326"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/media\/362"}],"wp:attachment":[{"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/media?parent=324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/categories?post=324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/beinthecloud.biz\/sfdc\/1\/wp-json\/wp\/v2\/tags?post=324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}