Sample Expense Tracking Formulas

Create identifiers from trip and expense information and calculate mileage reimbursement at a set rate per mile.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

For details about using the functions included in these samples, see Formula and Operator Functions.

Expense Identifier

This formula displays the text Expense- followed by trip name and the expense number. This field is a text formula field that uses an expense number custom field.


        "Expense-" &
                    Trip_Name__c & "-" & ExpenseNum__c

Mileage Calculation

This formula calculates mileage expenses for visiting a customer site at 35 cents a mile.

Miles_Driven__c * 0.35