Using formula field in Salesforce- Part 1 || By Rajesh Chatterjee

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Delipat

Delipat

Күн бұрын

Using formula field in Salesforce- Part 1
Automation is the most essential function of Salesforce. It can be done in many ways in Salesforce. From this article/video, we will start learning automation in Salesforce.
The first tool of automation in Salesforce is the formula field. Let us learn more about the formula field.
What is formula field in Salesforce?
Formula field is a read-only field with data type as formula. Formula data type helps in calculating and populating the field automatically based on the predetermined formula entered while creating the field. The formula field cannot be edited. It derives its value from the underlying formula.
It is a part of automation because it automatically populates the value in a field based on the calculation. It helps in automating many business requirements.
A business requires a formula field for many purposes like calculating the total cost, finding out the minimum or maximum values and so on.
For example, as we know, every opportunity is a child object of the account parent object. A business wants the opportunity record to have the account number of the parent account record. If an account has a hundred opportunities, the business wants each opportunity to have the account number of the parent account record.
Let us create the formula field for the opportunity object, where the account number is auto-populated.
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𝐏𝐥𝐞𝐚𝐬𝐞 👍 𝐋𝐢𝐤𝐞, 𝐂𝐨𝐦𝐦𝐞𝐧𝐭 𝐚𝐧𝐝, 𝐒𝐡𝐚𝐫𝐞 𝐭𝐡𝐞 𝐕𝐢𝐝𝐞𝐨.
𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐎𝐮𝐫 𝐂𝐡𝐚𝐧𝐧𝐞𝐥 𝐅𝐨𝐫 𝐌𝐨𝐫𝐞 𝐕𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐕𝐢𝐝𝐨𝐞𝐬.
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⏩ 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐏𝐥𝐚𝐲𝐥𝐢𝐬𝐭
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Пікірлер: 6
@MrJoHnConsTanTine1
@MrJoHnConsTanTine1 Жыл бұрын
Your videos are very helpful..just one suggestion is to pls remove background music in your upcoming videos. Thanks.
@lavanyaa952
@lavanyaa952 Жыл бұрын
ur voice is tooooo good....thanks for the video
@Delipat-Rajesh
@Delipat-Rajesh Жыл бұрын
So nice of you😌
@Delipat-Rajesh
@Delipat-Rajesh Жыл бұрын
So nice of you😌
@bhaveshghuguskar6991
@bhaveshghuguskar6991 Жыл бұрын
Nice sir
@supriyagope8438
@supriyagope8438 Жыл бұрын
sir but now the problem on salesforce that there not showing customer primary mobile number only showing last four digit of mobile number and its my humble request to you plz make a video that how to fix it
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