Quick summary
A Salesforce report formula field lets you calculate custom metrics directly within any report using Summary Formula functions and mathematical operators. This step-by-step walkthrough shows how to create, configure, and save a formula field without leaving the report editor.
Steps
- Navigate to the Reports tab and select the report you want to add the formula field to.
- Find the inward arrow on the far left of the screen, next to the Outline header, and click Show Fields to open the fields panel.
- Click Create Formula under the Summary Formula folder to open the formula editor.
- Enter the Column Name and choose the Formula Output Type for your new field.
- Select fields from the available list on the left to reference them from the report type in your formula.
- Use mathematical operators (e.g., +, -, *, /) and Salesforce formula functions (e.g., TEXT, DATE, VLOOKUP) to construct your formula expression.
- Save the formula field, save your report, then click Run to see the new calculated field appear in your report results.
