How to Add a Formula Field in a Salesforce Report

Quick summary

A Salesforce report formula field lets you calculate custom metrics directly within any report using Summary Formula functions and mathematical operators. This step-by-step walkthrough shows how to create, configure, and save a formula field without leaving the report editor.

Steps

1. Navigate to the Reports tab and select the report you want to add the formula field to.
2. Find the inward arrow on the far left of the screen, next to the Outline header, and click Show Fields to open the fields panel.
3. Click Create Formula under the Summary Formula folder to open the formula editor.
4. Enter the Column Name and choose the Formula Output Type for your new field.
5. Select fields from the available list on the left to reference them from the report type in your formula.
6. Use mathematical operators (e.g., +, -, *, /) and Salesforce formula functions (e.g., TEXT, DATE, VLOOKUP) to construct your formula expression.
7. Save the formula field, save your report, then click Run to see the new calculated field appear in your report results.