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.