Salesforce is the top choice for businesses today due to its amazing features. It helps them to streamline their customer data management system, which allows them to have a better idea about their needs and preferences. As a result, it allows your business to provide better services to them.
However, there are many things that you might not know about this robust tool. One question that users of Salesforce have is how to add row-level formulas. Some people might also confuse it to be the same thing as summary formulas while they are two different things.
So, in this article, we'll tell you how the summary formula is different from the row-level formula. Additionally, we'll also give you a clear step-by-step process to show how you can add a row-level formula. Let's get right into it.
What is a Row-level Formula?
Before we move ahead in learning how to add a row-level formula, we need to know what it is. This way, you can leverage it to help optimize the data so it can be useful for your business. Row-level formulas play a major role in finding whether or not you have achieved various objectives through a single report.
Many people consider it to be the most impactful feature that you can get from the Salesforce report. This feature allows you to add an extra column to your report that can have a numeric value or text from your report. Even people who know about this formula don't know how they can leverage it properly.
There are various use cases for the Salesforce row-level formula, such as counting a particular type of in a report. It can also help you do some type of calculation within the report. The best thing about is that it gets you to create the formula within the report itself. As a result, you don't have to create a whole other formula field.
So How to Add the Row Level Formula?
Now that you know what a row-level formula is, you might be wondering how you can add one. Well, here is a step-by-step process that can assist you with doing so.
Step 1 - Open up the report or create one that you need to add to the formula.
Step 2 - Go to the Outline pane, and then choose “Add Row-Level Formula,” which you'll find in the “Columns” section.
Step 3 - After that, the “Edit Row-Level Formula Column” window will open up. Over here, you can add different fields, such as the name of the column, formula description and output type, and other relevant things.
Step 4 - Check each and everything to ensure that there are no errors, and then click on ”Validate” and hit the "Apply" option.
Step 5 - When the report page opens up, it will show up a new row that will have the value after the formula has been applied.
Step 6 - Once everything is done, and you're satisfied with it, you can then click on the “Save & Run” option. Doing so will save the entire formula and run it in the report.
There are different examples where the row-level formula will be applicable. For example, you might want to find out if the billing and the shipping address are the same or you might want to know if there are opportunities with an owner rather than those mentioned in Account. In both cases, the row-level formula can assist you in understanding the data.
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How is the Summary Formula Different from the Row-level Formula?
Most people might make the mistake of considering both the summary formulas and the row-level formulas to be the same thing. However, they offer different functionality to the users.
Here are some of the key things that set both of them apart.
1- Availability
One of the major differences is that the summary formulas are available in Lightning Experience as well as the Salesforce Classic. On the other hand, the row-level formulas are only available in the Lightning Experience.
2- Enabling
There is no enabling process that you need to go through for the summary formulas. For the row-level formulas, you would have to go to Setup and then choose Features Setting.
Next, you would have to open Reports and Dashboard Settings under the Analytics option. Once that is done, you click on the "Enable Row-level Formula (Lightning Experience Only)” box and then complete the enabling process by clicking on Save.
3- Application
Another major difference is the row-level formula would only apply to any non-joined report. However, the summary formulas will only apply to the reports that include the row grouping.
4- Number of Formulas
The number of formulas that you can add to your Salesforce report is also different for both. For summary formulas, you can only include the five summary formulas in your matrix and the summary reports. But for the row-level formula, you can only include one in the report and can refer to max five unique fields.
5- Supported Fields
One of the major differences between both formulas is the support fields. The summary-level formulas don't have any support for the fields or function of date/date-time. The row-level formula will support a few of the date fields, such as the due date and birthdate.
Bottom-line
The Salesforce CRM is a robust tool to have by your side. It can help you manage your customer support system and allow other departments to easily access data. However, you need to know about the features and functionalities that this tool offers and make the most out of them.
So, if you are not sure where to start, then you can get in touch with Cloud Sylla. With years of experience, we can assist you in leveraging Salesforce so you can streamline your operations. You can give us a call today and we'll be more than happy to assist you.