Advanced formula

The basic formula feature is quite restricted and you will likely seek to create more complicated formulas which can be performed by selecting the Advanced Formula tab.

Within this tab, click on Insert Field, choose a field, and then click on Insert.

You can now include merge fields along with advanced operators as well as functions, which are prebuilt Salesforce CRM formulas that you can invoke and pass your input values to by performing following steps :

Tip

Function description and example usage:

Select a function and click on Help to view a description and examples of formulas using that function.

  1. Click on Check Syntax to check your formula for errors.
  2. Enter a description of the formula in the Description box (this is optional). ...

Get Salesforce CRM - The Definitive Admin Handbook - Fourth Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.