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Salesforce for Beginners - Second Edition

You're reading from  Salesforce for Beginners - Second Edition

Product type Book
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Pages 532 pages
Edition 2nd Edition
Languages
Concepts
Authors (2):
Sharif Shaalan Sharif Shaalan
Profile icon Sharif Shaalan
Timothy Royer Timothy Royer
Profile icon Timothy Royer
View More author details

Table of Contents (24) Chapters

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Overview of formulas

Formulas are used to calculate custom fields and add logic to features such as validation rules and flows. Formulas calculate based on operators and functions.

The following operators and functions are available in Salesforce formulas. Using a combination of these results in a very powerful data integrity engine.

Below, we have provided screenshots of the different operators and functions categorized into different areas. First, we will see math, logic, and text operators; next, we will see date and time, logic, math, text, summary, and advanced functions. Have a brief look through the information below to get an idea of the tools you have available to you:

Note that you can view these operators and functions, and their relevant descriptions, at any time on Salesforce Help (see Further reading).

  • Math operators:

Figure 19.1: List of math operators available in Salesforce formulas

  • Logic operators:
  • ...
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