Learn Salesforce Formulas

Become the go to formula person in your organisation!

Created by: Steven Trumble
Salesforce Consultant

What Will I 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

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.

Target audience

• 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