I was working as a system admin for a company that uses Salesforce to handle customer support cases. Every time a new case is created, the support team must follow up within 3 days after the case is created.
Instead of manually calculating the follow-up date, we can create a formula field in Salesforce that automatically adds 3 days to the case creation date.
In Salesforce, there are many scenarios where we need to add days to a date, such as calculating an expected delivery date, the due date of a task, scheduling follow-up tasks, or determining the payment due date.
In this article, we will learn about how to add days to date using Salesforce Formula. In this, I will create and explain a formula using functions that returns the date after adding days.
Add Days to Date Using Salesforce Formula
Below, I will explain the formula and steps to add days to a given date in Salesforce, so you can automatically calculate the next date with a clear example. For this, we will use the Salesforce Date(), Today(), Year(), and Month() functions.
- Go to the Gear Icon. -> Click on the Setup. -> Select the Object Manager tab. Select the Object on which you want to create the Formula Field to extract the year from the date. Here, I’m going to create a Products Object.
- In the Products setup, click on the Fields and Relationships to create a new field and click the New button.
- In this step, we will use a formula to calculate and display the date after adding days to the given date, and display it on the product object. For that, select the option Formula from the data type and click Next.