How To Add A Formula Field In A Salesforce Report

How To Add A Formula Field In A Salesforce Report

1. Open Salesforce: Log in to your Salesforce account.
2. Navigate to Reports: Click on the "Reports" tab in the main menu.
3. Select a Report: Choose the report you want to edit or create a new one.
4. Click on Edit: Open the report in edit mode.
5. Find Fields Section: Look for the "Fields" section on the left side.
6. Add Formula Field: Click on "Add Formula Field" or the "+" icon.
7. Name Your Formula: Enter a name for your new formula field.
8. Choose Formula Type: Select the type of formula you want to create (e.g., Number, Text).
9. Enter Formula Logic: Write the formula using the provided editor.
10. Validate Formula: Click on "Check Syntax" to ensure there are no errors.
11. Set Field Properties: Adjust any additional settings for the formula field.
12. Save Changes: Click "Save" to apply your new formula field to the report.
13. Run the Report: Execute the report to see your formula field in action.