Скачать или смотреть 10- Salesforce Formulas and Validations

💫 In Our Session, We Covered: 💫

☁️ Formulas and Validations :https://trailhead.salesforce.com/cont...

💫 Use Formula Fields: Gained the ability to create custom formula fields that automatically perform calculations (like percentages, date differences, or hyperlinks) across fields, enhancing data visibility and consistency on records, reports, and list views. These fields are read-only, perform real-time calculations, and the change in the formula field value itself doesn’t trigger automation, ensuring efficient and dynamic data presentation without interfering with workflows or process automation.

💫 Implement Roll-Up Summary Fields: Learned to create roll-up summary fields in master-detail relationships, enabling automatic aggregation of data (e.g., COUNT, SUM, MIN, MAX) from related detail records, displaying key information like totals or dates on master records.

💫 Create Validation Rules: Developed validation rules to enforce business logic by verifying data inputs against specified conditions, ensuring data accuracy by preventing incorrect values from being saved, and providing custom error messages to guide users.