Quick summary
A Salesforce formula field in a report lets you perform row-level calculations directly in the report builder without modifying your data model. This guide walks through every step — from opening the App Launcher to validating and applying your finished formula.
Steps
- Click the App Launcher at the top of your Salesforce dashboard.
- Scroll down and select Reports from the app list.
- Select an existing report or click New Report to create one.
- Choose the Report Type, then click Continue.
- In the left panel of the report page, click the Column dropdown menu.
- Select Add Row-Level Formula from the dropdown options.
- Fill in the formula details such as the column name and description.
- Choose a Formula Output Type from the dropdown menu.
- Select a field from the left menu, then click Insert to start building your formula.
- Choose an operator to combine formula components.
- Select another field, then click Insert to complete your formula expression.
- Click Validate to confirm your formula is error-free.
- Once valid, click Apply to add the formula field to your report.
