50+ Salesforce Formulas to Supercharge Your Productivity

50+ Salesforce Formulas to Supercharge Your Productivity 

Salesforce formula fields are one of the most powerful tools in the platform — they allow you to automate calculations, enforce consistency, and create dynamic logic without writing a single line of code. 

In this blog, we’ve curated 50+ powerful and practical Salesforce formula examples, grouped by use case, to help you work smarter, not harder. 

 

1. Text Manipulation Formulas 

• Capitalize the First Letter of Each Word 

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INITCAP(Name) 

• Combine First and Last Name 

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FirstName & ” ” & LastName 

• Extract Domain from Email 

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RIGHT(Email, LEN(Email) – FIND(“@”, Email)) 

• Check if Text Contains a Word 

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CONTAINS(Description, “urgent”) 

• Text Length 

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LEN(Comments__c) 

 

2. Date & Time Formulas 

• Calculate Age 

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FLOOR((TODAY() – Date_of_Birth__c) / 365) 

• Days Since Created 

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TODAY() – CreatedDate 

• Add 30 Days to Date 

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CreatedDate + 30 

• Check if Close Date is Overdue 

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IF(CloseDate < TODAY(), “Overdue”, “On Track”) 

• Time Difference in Hours 

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(NOW() – CreatedDate) * 24 

 

3. Math & Logic Formulas 

• Calculate Discount Percentage 

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((Original_Price__c – Discounted_Price__c) / Original_Price__c) * 100 

• Sales Commission 

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IF(Amount > 10000, Amount * 0.1, Amount * 0.05) 

• Safe Division (Avoid Divide by Zero) 

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IF(Quantity__c = 0, 0, Total__c / Quantity__c) 

• Round to 2 Decimal Places 

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ROUND(Number__c, 2) 

 

4. Checkbox/Boolean Logic 

• Mark High-Value Opportunity 

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IF(Amount > 50000, TRUE, FALSE) 

• Opportunity Close This Month 

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IF(CloseDate >= TODAY() && CloseDate <= EOMONTH(TODAY(), 0), TRUE, FALSE) 

• Account is Inactive for 90+ Days 

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TODAY() – LastActivityDate > 90 

 

5. Conditional Display Formulas 

• Show “Hot Lead” Badge 

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IF(Rating = “Hot”, IMAGE(“/img/samples/star_red.gif”, “Hot Lead”), “”) 

• Color Code Opportunities by Stage 

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CASE(StageName, 

  “Closed Won”, IMAGE(“/img/samples/flag_green.gif”, “Won”), 

  “Closed Lost”, IMAGE(“/img/samples/flag_red.gif”, “Lost”), 

  IMAGE(“/img/samples/flag_blue.gif”, “Open”)) 

 

6. Validation Helper Formulas 

• Prevent Close Date in Past 

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CloseDate < TODAY() 

• Phone Number Must Be 10 Digits 

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LEN(Phone) != 10 

• Ensure Required Field When Checkbox is True 

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Checkbox__c && ISBLANK(Details__c) 

 

7. User & Record Owner Formulas 

• Get Owner’s First Name 

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Owner.FirstName 

• Check if Current User is Record Owner 

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$User.Id = OwnerId 

• Show Manager Name 

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User.Manager.FirstName & ” ” & User.Manager.LastName 

 

8. URL & Hyperlink Formulas 

• Clickable Website URL 

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HYPERLINK(Website, “Visit Site”) 

• Google Maps Location 

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HYPERLINK(“https://maps.google.com/?q=” & BillingStreet & “, ” & BillingCity, “Map It”) 

• Open Related Record in Lightning 

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HYPERLINK(“/” & Related_Record__c, “Open Record”) 

 

9. Record Type & Picklist Handling 

• Display Record Type Name 

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RecordType.Name 

• Conditional Value Based on Picklist 

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CASE(Industry,  

  “Technology”, “Tech Vertical”, 

  “Finance”, “Fin Vertical”, 

  “Other”) 

• Is Picklist Empty 

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ISPICKVAL(Status__c, “”) 

 

10. Advanced Business Logic 

• Show Last Modified User & Date 

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“Modified by: ” & LastModifiedBy.Name & ” on ” & TEXT(LastModifiedDate) 

• Multi-Stage Conditional Logic 

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IF(Stage = “Prospecting”, “Early”, 

   IF(Stage = “Proposal”, “Mid”, 

      IF(Stage = “Negotiation”, “Late”, “Other”))) 

• Region Based on State 

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CASE(State__c, 

  “CA”, “West”, 

  “NY”, “East”, 

  “TX”, “South”, 

  “Other”) 

 

Tips for Using Formula Fields Effectively 

• Keep it simple: Break down complex logic into multiple formulas. 

• Use comments in your formulas using /* */ for clarity. 

• Always test in sandbox before deploying to production. 

• Use Custom Labels for reusable text. 

• Check for nulls and blanks to avoid runtime errors.