4 : Row-Level Formulas in Salesforce Reports | Dynamic Calculations Without Custom Fields
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Hello everyone, welcome back to our Salesforce Reporting Series! 🚀
In our previous video, we explored Bucket Columns and how they help categorize data without using formulas or custom fields. Today, we’re diving into Row-Level Formulas, a powerful feature that lets you evaluate and calculate data for each individual record directly in a report—without modifying your Salesforce database schema!
🌟 In this video, you’ll learn:
✅ What are Row-Level Formulas?
✅ How to create and apply them in Salesforce reports
✅ Real-world use cases, including:
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Categorizing student performance based on Total Score
Calculating the number of days since a student enrolled
We’ll demonstrate these formulas using our Course Enrollment object, making it easy to follow along.
🔑 Key Takeaways:
🔹 Row-Level Formulas help analyze data dynamically without modifying objects
🔹 Only one Row-Level Formula per report, referencing up to five fields
🔹 Can be used for categorization, calculations, and trend analysis
🔥 Watch the full video and start leveraging Row-Level Formulas for smarter reporting!
💬 Drop your questions & thoughts in the comments!
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0:00 - 0:14 → Introduction to the Salesforce Reporting Series and row-level formulas.
0:14 - 1:01 → Explanation of row-level formulas and their use cases.
1:01 - 1:20 → Demo setup using the Course Enrollment object.
1:20 - 1:39 → Creating a new report and selecting the report type.
1:39 - 2:26 → Adding columns (Student Name, Course Name, Total Score).
2:26 - 3:25 → Creating a row-level formula (Performance Category).
3:25 - 3:57 → Validating and applying the formula.
3:57 - 4:46 → Editing and modifying the formula.
4:46 - 5:00 → Deleting the formula from the report.
5:00 - 5:53 → Creating another row-level formula (Days Since Enrollment).
5:53 - 6:19 → Key takeaways about row-level formulas.
6:19 - 6:47 → Conclusion
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