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Create a Formula Field

When you create a Data 360 data stream, you can choose to generate more fields. These supplemental fields can be hard-coded or derived from other fields in the data stream.

Before you begin, refer to Considerations for Formula Fields to understand the guardrails applicable for creating a formula field.

Note
Note Formulas are refreshed during a full or incremental data stream refresh, and get recalculated only if a record has changed.
  1. On the New Data Stream page, click New Formula Field.
  2. Provide the following:
    1. Field Label: The field label acts as the display name for a data stream field.
    2. Field API Name: The field API name acts as the programmatic reference for a data stream field.
    3. Formula Return Type: The data type corresponding to the newly derived field.
      Options include: Text, Number, DataTime, Date, Email, Phone, URL, Percent, and Boolean.
      Note
      Note The Salesforce connectors and Connector services don’t support these data types: Email, Percent, Phone, Boolean, and URL for the Formula Return Type.
  3. Construct your formula in the syntax editor. Within the editor, you can reference a combination of:
    1. Fields present in the data stream.
    2. Free form text
    3. Functions
    4. Operators
  4. Validate the constructed formulas using the formula testing panel:
    1. Inputs: The panel displays all source fields referenced in your formula.
    2. Text Boxes: Next to each referenced source field in the input, type in a sample value to evaluate the expression.
    3. Test Button: To evaluate the expression that is returned based on the sample value inputs, click the Test Button.
    4. Output: See the expected output value.
  5. Click Save.

The formula expression gets added as a new field in the data stream. The formula is assessed for any syntax errors. Before you deploy the data stream, delete a formula expression field as an inline action.