Many times, we’d like to control the values of the fields stored within the Salesforce object by applying a couple of conditions or calculations. for instance, we’d like to urge the Account number value linked to the contact object, in order that we will find the Account number from the contact’s name. In such scenarios, we create formula field additionally to the prevailing fields within the object.
Let us now see the steps to make formula field.

Step 1

Go to the link path Setup Home → Object Manager → Contact. Then scroll right down to the Fields and Relations tab and add New. Choose Formula because the data type and click on Next. the subsequent window appears. Here we elect the return type as Text and also fill within the Field Name and Field Label.

Step 2

Clicking on Next brings takes you to subsequent window wherein, you’ve got to pick the sector supported which the formula are going to be built. allow us to now choose Account number from the Account table. Click Insert to insert this field into the Contact object.

Step 3

In this step, we will see the sector Account Number appear under the fields of the Contact object as shown below.

So, this brings us to the end of blog. This Tecklearn ‘Using Formula Fields in Salesforce’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

Salesforce Certification Training: Admin 201 and App Builder

Salesforce Certification Training: Admin 201 and App Builder

About the Course

Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (Admin 201) and the Salesforce App Builder (Dev 401) Exam. Concepts on Force.com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in this Salesforce Training course. You can also configure the platform, manage users, find better ways to use the platform’s features, build applications with Salesforce Lightning, and more. Further, in this Salesforce certification training course, you will master App builder, Apex, Visualforce, etc.

Why Should you take Salesforce Admin 201 and App Builder Training?

• As per Indeed.com data, 200% global jump in Salesforce jobs since Jan 2016. Salesforce Certified Administrators earn an annual average salary of $87,000 but can go as high as $160,000 depending on their knowledge, skills, and experience.
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What you will Learn in this Course?

Salesforce Fundamentals

• Introduction to CRM concepts and Cloud computing
• Salesforce.com Overview and Fundamentals
• Understanding Salesforce Platform

Understanding Salesforce Platform

• Understanding Salesforce Terminologies and Introducing the force.com platform
• Understanding Salesforce Metadata and API
• Describe the capabilities of the core CRM objects in the Salesforce schema
• Identify common scenarios for extending an org using the AppExchange
• About Salesforce Certification

Introduction to Sales Cloud

• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management

Security Model, User Management and Its Features

• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile Management
• User Actions
• Assigning Permission
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security

Object, Record and Field Level Features

• Custom Object
• Custom Field
• Data Types
• Relationship among Objects
• Working with App and Tabs

Data Handling and Processing

• Data Import and Export with Salesforce
• Insert, Update and Delete Data with Salesforce
• Export Data with UI
• Export Data using Data Loader Tool

Deployment

• SandBox
• Moving Data from SB to Production – Deployment
• Types of SandBox
• Change Sets
• Types of Change Sets

Application Cycle

• Milestones
• Sandboxes
• Change Sets
• Packages

Reports and Dashboards

Declarative Implementation in Salesforce

Salesforce Development and Apex Programming

• Apex Programming
• Apex Classes
• Apex Settings
• SOQL – Salesforce Object Query Language
• DML Commands
• Apex Class in Detail
• Apex Triggers
• Apex Testing
• Access Specifier in Salesforce
• Testing

Lightning in Salesforce

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Visual Force in Salesforce

• Standard Visualforce controller and controller extensions,
• Visualforce Page
• Understanding the MVC Pattern
• Tools for Visualforce Development
• Visual Force Components

WorkFlows in Salesforce

• Work Flows in Salesforce
• Types of Work Flows
• Work Flows Rules

About Preparation of Salesforce 201 and App Builder Certification exams

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