If you want to learn Salesforce Formulas, start from here:
Do you face any situation where you want to add numbers, compare things, or make decisions based on your data in Salesforce?
Don’t worry if you get stuck in such kind of situation; for this, Salesforce provides us the functionality to create formulas and do the magic.
Our tutorials are designed to help you learn the various Salesforce Formulas with proper syntax and real-world business-related examples. Moreover, our tutorial shows the practical implementation of using these Salesforce Formulas in both Salesforce Lightning and Salesforce Classic components.
Our tutorial perfectly helps beginners to develop the Salesforce application with the use of the Salesforce Formulas. This tutorial will take you through various kinds of Salesforce formulas.
You will also learn how these Salesforce formulas help developers to compute and deploy various difficult tasks within a short time period in short steps. And also allows the developers to automate the workflows, and do real-time data processing.
So whether you are a developer or an administrator, our Salesforce tutorials can help you get familiar with the commonly used formulas in Salesforce.
Each Salesforce formula is covered in detail with Examples and Videos.
| Salesforce Formulas | Description |
|---|---|
| Salesforce Formula Add Year to Date | Salesforce Formula Add Year-to-Date can be suited where you want to calculate the future date of the same or next year or make adjustments based on a predefined date. You can learn to add a specified number of years to a given date in Salesforce Lightning and Salesforce Classic using a formula. |
| Add Days to Date in Salesforce Formula | Add Days to Date in Salesforce Formula can be suited where you want to calculate future days based upon the date. You can explore the process of creating a formula to increment a date by a specified number of days in both Salesforce Lightning and Salesforce Classic. |
| Date Formula Functions in Salesforce | Date Formula Functions in Salesforce guide you with some real-world scenarios of the formula using the date function in both Salesforce Lightning and Salesforce Classic. |
| Extract Year from Date Salesforce Formula | Extract Year from Date Salesforce Formula can best be suited in situations when you want to extract the year component from the date to do the categorization. You will get the complete guide on how to create a formula that extracts the year from the date in Salesforce Lightning and Salesforce Classic. |
| Salesforce Formula Date to Text | Salesforce Formula Date to Text can be best suited in the scenario where you want to display the date in a readable format in the text. You can get a step-by-step process of converting the date to the text format using the formula in Salesforce Lightning and Salesforce Classic. |
| Salesforce Formula to get Last Day of Month | Salesforce Formula to get the Last Day of the Month can best be used in scenarios like bill generating and financial reports. You explore how to implement the formula that will calculate the last day of the month in both Salesforce Lightning and Salesforce Classic. |
| Salesforce Formula to Calculate Days Between Dates | Salesforce Formula to Calculate Days Between Dates can be used in the scenario where you need to calculate the monitor response time. You will learn to create the formula that calculates the business days between two dates in both Salesforce Lightning and Salesforce Classic. |
| Salesforce Formula Date Greater Than Specific Date | Salesforce Formula Date Greater Than Specific Date can be used in situations like where you need to calculate renewal dates, notice periods, etc. You explore the procedure of creating a formula that checks if a date field is greater than a predefined specific date in both Salesforce Lightning and Salesforce Classic. |
| Salesforce Formula Date Less Than Today | Salesforce Formula Date Less Than Today can be best suited in situations where you need to check out the due dates or follow-ups. You will learn step-by-step with an example of how to create a formula that evaluates the date is before than the current date in Salesforce Lightning and Salesforce Classic. |
| Salesforce Formula Date Greater Than Today | Salesforce Formula Date Greater Than Today can be best suited in situations where you need to check out the dates of future events. You will learn step-by-step with an example of how to create a formula that evaluates the date is after than the current date in Salesforce Lightning and Salesforce Classic. |
| Salesforce Date Formula Business Days | You can learn how to calculate business days between two dates in Salesforce Lightning and Salesforce Classic. |
| Salesforce Formula Field to Check Null Values for Dates | Salesforce Formula Field to Check Null Values for Dates can be best suited in the scenario where you want to identify incomplete records. You will learn to create a formula field that will identify null values within the date in Salesforce Lightning and Salesforce Classic. |
| Salesforce Date Range Formula | Salesforce Date Range Formula can be best suited to the scenario where you can define a custom date range within specific time frames. You will learn the process of defining and manipulating the date ranges in both Salesforce Lightning and Salesforce Classic. |
| Salesforce Last Activity Date Formula | You will learn the step-by-step procedure of displaying or calculating the last activity date in Salesforce Lightning and Salesforce Classic. |
| Salesforce Due Date Formula | Salesforce Due Date Formula can be best suitable in the scenarios where you want to monitor the management system. You will learn the step-by-step procedure to calculate the due dates based on the defined criteria in both Salesforce Lightning and Salesforce Classic. |
| Salesforce Formula Field to Calculate Age | Salesforce Formula Field to Calculate Age can be best suited in the HR systems where you want to work on employee ages. You will learn the procedure of computing and displaying the age based on the birthdate field in Salesforce Lightning and Salesforce Classic. |
| How to add 1 month to Date in Salesforce | How to add 1 month to Date in Salesforce can be best suited in the subscription-based system where we can add a month to the subscription start date and generate the next billing date. You will learn the step-by-step solution of adding a month to a given date in Salesforce Lightning and Salesforce Classic. |
| Add Hour to DateTime Field in Salesforce | Add Hour to DateTime Field in Salesforce can be used in cases like scheduling appointments, or where you want to add an hour to start time and define an end date. You will explore the step-by-step procedure to create a formula that adds a specified number of hours to a DateTime field in Salesforce Lightning and Salesforce Classic. |
| Convert DateTime to Date Salesforce | Convert DateTime to Date Salesforce can be useful in the scenario where you want to get the date portion from the timestamp. You will learn step-by-step how to create a formula that extracts the date component from a DateTime field in both Salesforce Lightning and Salesforce Classic. |
| Difference between Two Datetime Fields in Salesforce | Difference between Two Datetime Fields in Salesforce can be best suitable in the scenario where you want to calculate the time gap between two events. You will explore how to create a formula that calculates the time difference between two DateTime fields in Salesforce Lightning and Salesforce Classic. |
| Remove comma from number field Salesforce | Remove commas from the number field Salesforce can be best suitable in scenarios where you will get errors in the numeric values with commas. You will learn to create a formula to remove commas from number fields to ensure data consistency in both Salesforce Lightning and Salesforce Classic. |
For detailed information on each Salesforce formula and how they can be created and used in your business, click on the Salesforce Formula Title.
Conclusion
I hope now you have an idea of Salesforce formulas. Next, you can check about Salesforce Functions and Sales Tutorial.