---
schema_version: "1"
id: 5ae68804fae8571d2c150aa58d5f14f74f8a168632591c6f4bdf090f6c083c81
title: Custom Formula Fields
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/briefcase_custom_formula_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.briefcase_custom_formula_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ba68f0c64e48f6ea29a82d37e63e11e6af05b3481d3ffba60233b930210e3b18
description: To select records based on information in multiple objects, create a custom formula field.
products:
  - Mobile App
  - Cross Cloud
release: "264"
---
# Custom Formula Fields

To select records based on information in multiple objects, create a custom formula field.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

You can use [custom formula fields](https://help.salesforce.com/s/articleView?id=platform.customize_formulas.htm&type=5&language=en_US) for a briefcase to filter records by a value that references fields in more than one object. For example, your briefcase users want records from accounts located in their U.S. state. The account information is stored in the Account object, and the briefcase user's information is stored in the User object.

Your briefcase users need records from the Account object but not the User object. So instead of creating related object rules, you can create a custom formula field that matches the account and the user’s state. After you create a custom formula field, you can use the field in an object rule filter.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-briefcase_builder-264-0-0-production-enus/be5c0b1c-2ff9-445c-85c4-e6337385a6af/images/icon_note.png)

Note Custom formula fields aren't indexed, so filtering by a formula field can affect the speed of briefcases with [large data volumes](https://developer.salesforce.com/docs/atlas.en-us.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_infrastructure_indexes.htm).

#### See Also

- [Select Records with a Custom Formula Field](https://help.salesforce.com/s/articleView?id=xcloud.select_records_custom_formula_field.htm&release=264.0.0&type=5 "Create a briefcase that filters an object rule using a custom formula field.")
- [Advanced Ways to Select Records for a Briefcase](https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_select_records_advanced.htm&release=264.0.0&type=5 "Learn advanced ways to create a briefcase that contains the most relevant records for your mobile workers.")