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In this article, the editor introduces in detail "how to create Salesforce's Formula formula". The content is detailed, the steps are clear, and the details are handled properly. I hope this article "how to create Salesforce's Formula formula" can help you solve your doubts.

One. Formula

In Salesforce, some functions do not need to read data directly from the database, but make judgments based on the relationship between these data. In this case, the "formula" function is used. For each object, the formula can create a series of formulas and output the corresponding results through the logical judgment of the field and the function. Formula is very common when creating fields in object, such as cost price and sale price in the commodity table. Profits can be calculated directly and automatically by formula formula.

The concept of a formula is similar to the formula in Excel, which is not a fixed data record, but a set of rules made up of data and logic. When the system needs to use a formula, the rules in the formula are run immediately to produce a result. This result can be any data type, such as Boolean or text or date and time, etc.

Compared with the ordinary data stored in the database, the advantage of the formula is that it is flexible and convenient, and the results vary according to the changes of other data.

Two. Create a formula

Let's use an example to illustrate how to create a formula.

We need to create a formula that gives a date value indicating when the product is installed.

1. Go to the "fields" interface of "customer" under the settings interface, and create a new custom field.

two。 On the type selection page of the custom field, select Formula

3. On the next page, select the return type of the formula, here select "date"

4. Enter the formula editor. Here, you can select simple Formula or Advanced Formula. Take "Advanced Formula" as an example to briefly illustrate the interface of the formula editor.

The formula editor is divided into five parts:

Insert fields and operators. This section includes two buttons for inserting fields and operators, respectively. The fields that can be inserted include the fields of the current object and the fields of the object associated with the current object, such as the fields in customer. Operators that can be inserted include operators for mathematical and logical operations

Insert a function. This section is located on the right side of the interface. Users can select functions to be inserted from the list, which are similar to those in Excel, including mathematical and logical operations, as well as other functions, such as judging whether a string starts with certain characters, determining whether the value of a field is a value in the option list, and so on.

Formula editing area. This part is the largest white space in the middle of the interface, where the fields, operators, and functions inserted by the user are edited. There is also a "check Grammar" button at the bottom of the editing area, and the system can automatically check whether the formula entered by the user is complete and conforms to the specification.

Formula description. This section is located below the editing section for users to enter a description and help text about the formula

Blank field processing part. This section can be used to set whether some data is treated as zero or blank when the value is empty.

Now, let's go on to create our formula field above

5. In the insert function section of the editor, find the "CONTAINS" function, which checks whether the text contains specific characters. Click the "insert selected function" button, and the function and its parameters are displayed in the edit area

6. Click the "next page" button to continue to complete the field creation.

When the formula is created, go back to the Fields page of the customer and you can see that at the bottom of the Custom Fields section, the field of the formula type you just added appears.

After reading this, the article "how to create Salesforce's Formula Formula" has been introduced. If you want to master the knowledge points of this article, you still need to practice and use it yourself to understand it. If you want to know more about related articles, you are welcome to follow the industry information channel.

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