4-6-4 Set Formulas
After selecting which relative object fields to include, you can add formulas to auto-calculate Number fields (Including currency and percentage fields).
Only input and output fields can be used in calculations.
※Formula results cannot be used as further input to calculations.
-Note: Dynamic calculation-
Salesforce's standard calculation only performs a calculation after saving the record, but SkyVisualEditor will show you the calculated results as soon as values are inputted into fields.
There are 3 types of formulas
- Arithmetic formula using main object fields to set another main object field.
- Arithmetic formula using relative object fields to set another relative object field
- Aggregation formula to set a main object field based on the sum of a field of relative objects
【Formula Configuration Screen】
※Note that in order to make use of fields in formulas, the fields must have been added to the appropriate objects in ① and ③ above.