Tuesday, July 30, 2019

Salesforce formulas - Quick Reference

One should never underestimate the usefulness of the formula field.I have landed on many implementations where there was no initial data architecture taken into account....so there you are ...many questions from all over the business....and users threatening to use excel.

The formula field will be your compatriot in the battle against poor reporting and the demon called excel.


The simplest to start with will probably be your math operators :

Operator Description
+ (Add) Calculates the sum of two values
- (Subtract) Calculates the difference of two values.
* (Multiply) Multiplies its values.
/ (Divide) Divides its values.
^ (Exponentiation) Raises a number to a power of a specified number.
()(Open Parenthesis and Close Parenthesis) Specifies that the expressions within the open parenthesis and close parenthesis are evaluated first. All other expressions are evaluated using standard operator precedence.


After that we can start moving into logical operators

OperatorDescription
= and == (Equal) Evaluates if two values are equivalent. The = and == operator are interchangeable.
<> and != (Not equal)Evaluates if two values are not equivalent
* (Multiply)Multiplies its values.
/ (Divide)Divides its values.
^ (Exponentiation)Raises a number to a power of a specified number.
()(Open Parenthesis and Close Parenthesis)Specifies that the expressions within the open parenthesis and close parenthesis are evaluated first. All other expressions are evaluated using standard operator precedence.

I am working on more formula examples and will be posting them soon :-)

Stay tuned

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