Formula fields support arithmetic operations (add, subtract, multiply, divide), string functions (concatenation, uppercase, substring), date functions (date difference, add days), and conditional logic (IF, AND, OR). For example, a “Days Since Last Activity” formula field could calculate the number of days between today and the last activity date, giving managers an instant view of which deals are going cold.
Formula fields are read-only – they cannot be edited directly. They recalculate whenever the record is opened or saved. Formula fields cannot reference fields on related records (use a Rollup Summary Field for that). They also cannot be used as the primary field in a Lookup Field.
A Formula Field is a read-only custom field that automatically calculates its value from an expression using other fields on the record. It supports arithmetic, string, date, and conditional functions, eliminating the need to manually calculate and enter derived values.
No. Formula fields can only reference fields on the same record. To aggregate or reference values from related records, use a Rollup Summary Field, which can sum, count, or find the maximum or minimum of a related module’s field values.
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