Learn Salesforce Formulas

Learn how the text operator in Salesforce uses the ampersand or the plus symbol to concatenate two or more strings, including literals and currency values, on the Opportunity object.

Learn to tweak a Salesforce validation rule by comparing and/or operators, and format long rules across multiple lines for readability, with testing before saving.

Use the if function to create a formula field that flags opportunities as overdue when the close date is past, returning 'overdue' or 'not overdue' based on today.

Build a Salesforce formula with and and if functions to label accounts as large or small based on annual revenue and employee count.

Learn to build a Salesforce formula using and if to flag overdue opportunities when the close date is past and the record is not closed, with syntax fixes.

Build nested if statements in a Salesforce formula field to compute opportunity discounts by amount, with cascading thresholds like over 1 million and 500k, and test the formula.

Learn to display both US and international date formats on the Salesforce opportunity record by using formulas, text concatenation, and custom formatting.

Explore common math functions used in formulas, including ceiling and floor rounding, Unix timestamp to date conversion, and max, min, and general rounding with pi examples.

Explore how floor and ceiling formulas round 401k contributions, showing floor rounds 123.45 to 123 and ceiling rounds it to 124.

Convert unix epoch timestamps into Salesforce dates on the opportunity object by creating a numeric epoch field and a date-returning formula, with null handling and utc considerations.

Use the begins text function to compare a lookup id prefix and determine whether a task relates to a contact (003) or a lead (00q).

Build a text field on the activity object using a Salesforce formula to return 'contact' or 'lead' from the whoid lookup, using IF logic for prefixes '003' and '00Q'.

Use the CASESAFEID formula to generate 18-digit Salesforce IDs for accounts and contacts, improving exports and imports and preventing Excel duplicates due to case sensitivity.

Learn how to use Salesforce text functions, including initial capitalization, lower and upper case, length, left and right extraction, and left/right padding, to format strings effectively.

Learn how to use the LPAD Salesforce formula to left-pad text to a specified length, optionally appending a pad string, and see how zero-padding improves month and numeric ordering.

Learn how to use the Salesforce substitute function to replace a space with nothing, and how trim and left interact with first name data while respecting operation order.

Use the ISPICKVAL function to build a currency formula that computes sales commission as 5% of amount when the opportunity stage is close one, with API name accuracy.

Explore advanced functions in Salesforce formulas, including ischanged and regex. Compare a field's prior and new values before saving, returning booleans to enforce validation rules and pattern matching.

Explore regex basics and apply validation rules to ensure data integrity, matching Australian four-digit postal codes and US five-digit zip codes using an example on RegEx 101.

Validate U.S. postal codes with regex to accept either five-digit or nine-digit formats, including an optional dash, while rejecting non-U.S. formats such as Australian postcodes.

Learn to use parentgroupval with a summary formula to compute the proportion of accounts by industry, revealing each industry's share in the report.

Use the parentgroupval function to calculate the percentage of opportunities by stage, using a summary formula and focusing on open opportunities, filtering out closed stages.

Compute month-over-month differences in closed opportunity amounts using a previous group value. Group opportunities by close month, sum amounts, and apply a summary formula to compare current and prior months.

learn the power of one formula in salesforce and apply it across accounts, opportunities, and products in reports to reveal a single number. name the field after the object.

Learn how to prevent moving back a stage in Salesforce opportunities using a math-based validation rule that converts stage names to numbers and compares current and prior values.