How to link a salesforce formula field to a record

How To Link A Salesforce Formula Field To A Record

Guest Post

Linked fields in Salesforce allow you to connect related records and display them on a single page. This can be especially useful when working with multiple objects that have data associated with them. A good example of this is linking a formula field to a record. 


1) Open the object’s record you want to link to and add a new custom field by clicking “New” and choosing the appropriate type of field (text, number, etc.). Be sure to save your changes. 

2) Create a formula field on the original object using the Field Reference tool available in Setup > Customize > Objects & Fields > Formula Fields > New. 

3) In the Formula Editor, use the Field Reference tool to select the new custom field you created in Step 1. 

4) Save your changes and view the record of the object you linked the formula field to. The value from this field should now be displayed along with any other fields on that record. 

Formula fields are an extremely useful tool in Salesforce. They allow you to quickly and easily create custom calculations that can be linked to a record or report. 

In this blog post, we will discuss how to link a formula field to a record in Salesforce.

Step 1: Navigate to the Object for Which You Wish to Create the Formula Field 

The first step is navigating to the object for which you wish to create the formula field. This could be any type of object from Accounts and Contacts, Cases, Opportunities, and more. Once you have navigated to the desired object, click on “New” in order to begin creating your formula field. 

Step 2: Name Your Field and Select the Type 

The next step is to give your formula field a name and select its type. This could be a number, currency, per cent, date/time, or checkbox. After selecting the appropriate type for your formula field, you can proceed to the next step.

Step 3: Create Your Formula 

Now that you have named your formula field and selected its type, it’s time to create your actual formula. You can do this by typing in the specific functions and syntaxes that are available in Salesforce’s formula editor. Once you have added all of your relevant elements into the formula box, click “Save” at the bottom of the page. 

Step 4: Link the Field to the Record 

The final step is to link the formula field to the record. This can be done by clicking on “Edit Layout” on the object page and selecting the formula field from the list of available fields. Once you have selected your formula field, it will appear in the layout and can be linked to a given record. 


Q: Can I link a formula field to multiple records? 

A: Yes, you can link a formula field to as many records as you like. Just be sure that the data type of each of the fields matches. 

Q: What if I need to make changes to my linked record after it has been created? 

A: You will need to update your formula field in order for any changes made on the linked record to display correctly. This can be done by selecting “Edit” on the Formula Field record and updating the value in the Field Reference tool accordingly. 


By linking a Salesforce formula field to a record, salesforce metadata api you can easily access related data from multiple objects without having to navigate through multiple pages. This can save time and make it easier for users to find what they need quickly and efficiently. With just a few simple steps, you can easily link any number of records using Salesforce’s Field Reference tool. 

Linked formula fields are an incredibly useful tool in Salesforce that allows for quick calculations of important data points. In this blog post, we have discussed how to link a formula field to a record in Salesforce by following these four simple steps: navigating to your desired object, naming and selecting your type for your field, creating your formula, and then linking it to the record.

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