Learn Salesforce Formulas

Name: Learn Salesforce Formulas
Rating: 4.7 (482 reviews)

Become the go to formula person in your organisation!

Highest Rated

Created bySteven Trumble

Last updated 2/2025

English

What you'll learn

Create robust validation rules to ensure data integrity
Create cross-object field formulas to see information on the record you want
Create row-level formulas to make reports more powerful
Create flow entry conditions to only run the flows when you want
Understand the different types of formula operators and syntax

Course content

11 sections • 76 lectures • 4h 27m total length

Introduction0:34
Welcome to the course!
Developer Edition Signup0:54
https://developer.salesforce.com/signup
What is a formula1:15
What makes up a formula1:41
Formula Data Types2:06

Intro to Functions3:03
IF5:42
AND and IF6:14
AND and OR Comparison3:12
AND and IF Overdue part 24:08
Default Fields using CASE8:52
Jetstream getjetstream.app2:04
Salesforce had a domain change in Winter '24 that has caused problems for many apps and extensions. The later videos in this course you will see my using an extension called "Better Salesforce formula editor and AI agent". This extension is no longer available.

This lecture shows a good free alternative - the Jetstream app at getjetstream.app
IF and nested IF - Opportunity Discount10:01
Nested IF - Company Size - advanced4:17
NOTE: small error in my formula. I should be using >=, not =.
Thanks to Yusuf for pointing this out.
Nested IF vs CASE - Close Date Month pt 13:22
Nested IF vs CASE - Close Date Month pt 22:55
INCLUDES and Multiple IF Statements6:02
Using a validation rule to limit the number of values a user can select in a multi-select picklist field.
Formula could also be used to generate something like a lead score.
ISBLANK and NOT6:23
ISNEW() - Flow3:32

Dynamic Reports and List Views - Created by User5:14
$User.Id = CreatedById
Using checkbox to test validation rules3:22
Admin LifeHack: Using Checkboxes to test Validation Rule Formula Logic
Some Formula Functions that work in Validation Rule Formulas are not available in Formula fields (so you can’t use this trick to test every Validation Rule Formula.
ISNEW
ISCHANGED
PRIORVALUE
VLOOKUP
REGEX
Power of One - 16:55
Validation rule - part 1 cannot move back a stage7:15
Validation rule - parts 2 and 3 - cannot skip a stage unless closed won11:10
AND(
ISCHANGED(StageName),
TEXT(StageName) <> "Closed Lost",
CASE( StageName ,
"Qualification", 1 ,
"Needs Analysis", 2 ,
"Value Proposition", 3 ,
"Id. Decision Makers", 4,
"Perception Analysis", 5,
"Proposal/Price Quote" , 6 ,
"Negotiation/Review", 7 ,
"Closed Won", 8 ,
"Closed Lost", 8 ,
0 )
<>
CASE(PRIORVALUE( StageName ),
"Qualification", 1 ,
"Needs Analysis", 2 ,
"Value Proposition", 3 ,
"Id. Decision Makers", 4,
"Perception Analysis", 5,
"Proposal/Price Quote" , 6 ,
"Negotiation/Review", 7 ,
"Closed Won", 8 ,
"Closed Lost", 8 ,
0 )
+ 1
)

Requirements

Basic understanding of Salesforce is required. You should know how to navigate through Setup and understand relationships between standard objects.
You do not need previous experience building formulas. We will start with simple examples and progressively build more complicated formulas.

Description

Learn when, where, why, and how you should be using formulas in Salesforce!

Formulas are an essential thing to learn to be the best Admin, Business Analyst, Developer, or Consultant in a Salesforce org. After this course you'll be a more knowledgeable and useful member of your team. Improve your hireability and salary with improved Salesforce skills!

We'll cover the most common formula operators and functions, and go through many practical examples that you can implement in your org straight away. You'll learn how to systematically build your formulas to be more and more powerful without confusing yourself. I also share my favourite extension to make formula writing more user friendly.

The course is designed in a logical order where you'll keep building upon new knowledge. Starting with the very basics we'll learn about where they are used, the different elements that they contain, and the different data types outputs.

After that, it’s time to get your hands dirty and start building. Your first formulas will only be one line long. At the end of the course you’ll be building 10+ line formulas and understand every part of it!

We’ll cover every type of operator, the most common functions (logical, Date and Time, Math, Text, Advanced), and finish by using formulas inside of reports to produce powerful business insights.

Who this course is for:

Beginner's guide to learning how you can use formulas in Salesforce
Admins wanting to create more efficient flows
Admins and Business Analysts wanting to have more valuable reports

Learn Salesforce Formulas

What you'll learn

Explore related topics

Course content

Introduction5 lectures • 7min

Formula Operators3 lectures • 4min

Build our first formulas3 lectures • 13min

Logical Functions14 lectures • 1hr 10min

Date and Time Functions7 lectures • 25min

Math Functions5 lectures • 16min

Text Functions16 lectures • 50min

Advanced Functions7 lectures • 20min

Summary Functions - Reports7 lectures • 29min

Miscellaneous - handy hints5 lectures • 34min

Requirements

Description

Who this course is for: