Salesforce Training: Creating Formula Fields

In this training video we cover the power of formula fields in Salesforce and provide some practical, hands-on use-cases for formulas in the Nonprofit Starter Pack (NPSP).   After watching this video, you should be able to do the following:

  • Understand common use cases for formula fields
  • Gain basic understanding of Salesforce functions
  • Create single object formula fields
  • Create cross object formula fields
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