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.

  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.
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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 🙂