Using Formula Editor
Last updated
Last updated
Formula Editor is used to build and check formulas. It is available in 2 views: Old (classic) and New (based on Salesforce Lightning interface) depending on place where it is called at.
Old view Formula Editor is displayed in dialog popups where some dashboard elements are configured.
To show Formula Editor toggle Merge Field Picker on and click "Open Formula Editor" button:
The Formula Editor will be shown as a modal window inside the dialog popup.
Edit a formula in a Formula field; use merge field constructor to select and paste merge fields and functions there.
To use the functions or calculations inside of inputs, they should be wrapped in formula expression: FORMULA[%formula_contents%]. The proper warning will be shown when a $Functions is selected in "Context Object" picklist of merge field constructor.
Type a necessary formula in the Formula field.
Click "Copy To Clipboard" button to copy the formula.
Click "Check Syntax" button to validate formula syntax. If all is good, a proper message will be shown:
Check "Calculate Formula" checkbox to show more useful options:
A "Source Objects" JSON will be shown with default stub values in the proper field. Change these values to ones you want to test or debug formula with, and click "Calculate" button. Result of formula evaluation will be shown in the "Formula Result" field:
Click "Apply" button to paste a formula into a Merge Field Picker (if it was opened previously):
A new view of Formula Editor can be found in dashboard elements configuration popups, e.g. in Card Compact Layout configuration window. Click "Formula Editor" button to show it:
This view of Formula Editor has the same basic features as an old view. Also you can:
copy formula to clipboard
click "Apply" to paste formula to the field where you've clicked "Formula Editor" button
check Formula syntax
evaluate formula:
