How to Add a Formula Field in a Salesforce Report
Here’s a step-by-step guide to adding a formula field in a Salesforce report:
- Navigate to the Reports tab and select the report you want to add the formula field to.
- In the existing Report, click on the Edit button on the top-right to enter the Edit mode.
- Turn the chart toggle OFF if it’s ON (Pie icon on the top-right)
- Navigate to the far left of the screen to find an inward arrow left of the Outline header, called Show Fields.
- Click on Create Formula under the Summery Formula folder.
- In the Window that opens, provide a column name where your filter will generate the output. Also, define the Formula Output Type.
- In the formula editor, you can select fields from the available list on the left. These are the fields from the chosen report type that you can reference in your formula.
- Use mathematical operators (e.g., +, -, *, /) and Salesforce formula functions (e.g., TEXT, DATE, VLOOKUP) to construct your formula. Click on the desired functions or operators to insert them into the formula editor.
- Save the formula field.
- Save and Run the report.
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