Setting Up and Using The Salesforce Formula Field

This guide explains how to set up and use the “Salesforce Formula” field in your Formyoula form. This field functions the same way as the “Salesforce Formula” field in Salesforce.

Example 1: Display the Current Month Name Based on Today's Date

  1. INITIAL SETUP:
  • Drag and drop a “Salesforce Formula” field onto your form.
  • Rename the field as needed.
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  1. CONFIGURING THE “SALESFORCE FORMULA” FIELD:
  • Click the pencil icon of the “Salesforce Formula” field to open its settings.
  • In the “Salesforce Formula Expression” box, enter your Salesforce formula.
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Example Formula: It returns the current month name based on today’s date.

CASE(
  MONTH( Today() ),
  1, "January",
  2, "February",
  3, "March",
  4, "April",
  5, "May",
  6, "June",
  7, "July",
  8, "August",
  9, "September",
  10, "October",
  11, "November",
  "December"
)
  • Save the changes.
  1. TEST YOUR FORM:
  • Try your form.
  • The “Salesforce Formula” field returns the correct value.
image

Example 2: Mathematical Calculations (Addition)

  1. INITIAL SETUP:
  • Drag and drop two "Number" and a "Salesforce Formula" field onto your form.
  • Rename the fields as needed.
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  1. CONFIGURING THE "SALESFORCE FORMULA" FIELD:
  • Click the pencil icon of the "Salesforce Formula" field to open its settings.
  • In the "Salesforce Formula Expression" box, enter the following formula.
  • Example Formula: Adds two number inputs together {{first_number_component_id}} + {{second_number_component_id}}
  • Note: Replace first_number_component_id and second_number_component_id with the actual component IDs from your number fields.
  • Save the changes.
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  1. Test Your Form:
  • Enter values in both number fields.
  • The Salesforce Formula field will automatically display the sum.
  • Example: If First Number = 25 and Second Number = 35, the result will be 60.
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Note: You can update the formula as needed to suit your use case.

For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂