Formula Field Creation

Use Cases:

  • Create custom formula fields by simply describing your calculation—no syntax needed.
  • Let the system handle the technical details so you can focus on your business logic.
  • Build advanced metrics for your reports without learning formula language.
  • Instantly add new calculations to your CRM by just telling the system what you want.
ConfigurationAdminsConsultant

Prompt

Create a formula field Margin_Percent__c on Opportunity: (Amount – Cost__c) / Amount.

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Build a flow that creates renewal opps when deals are won with 1-year timeline

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Analyze complex Salesforce errors and pinpoint exactly which rules are causing issues

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