A collection of topics around formulas, including common math calculation, text functions, and more.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
|
Available in: All Editions Some How Do I's are not relevant to Database.com |
| User Permissions Needed | |
|---|---|
| To view formula field details: | View Setup and Configuration |
| To create, change, or delete formula fields: | Customize Application |
Common Math Calculations
Common Text Functions
Advanced Formulas
Custom Summary Formulas for Reports
- Calculate the sum of all leads that have Email Opt Out and Do Not Call fields selected?
- Calculate the difference of all Amount fields and all Discounted Amount fields on opportunities?
- Calculate the average of all opportunities?
- Calculate what percent of all opportunities are closed won
- Calculate the number of active Salesforce users to the 2nd power for administration?
- Calculate the duration of all activities (minutes) times the number of records per 24 hours?
- Calculate the average percent margin on a product-by-product level across many opportunities?
- Calculate the percentage of one product compared to all products in closed opportunities?
- Calculate the change in revenue from opportunities between months?