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Overview

Formula calculates a value from other fields on the same record (and one step into related records). Use it when the value can always be worked out from other fields, a total from quantity times unit price, or whether something is overdue based on its due date.

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Configuration

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What it stores

Nothing is typed in. The value is worked out each time you view the record, based on the fields the formula uses.

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Filtering

The same filters as the type of value the formula produces. Number filters when it returns a number, date filters when it returns a date, and so on.

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Examples

A line-item total calculated from quantity and price on a Quote. A health score calculated from other fields on an Account.

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See also

  • External: when the value comes from a connected app instead of a calculation.
  • Number