I was working on a fairly complicated formula in Salesforce and realized that it may be easier just to build in Excel. As many of the formula conventions in Salesforce are the same as Excel formulas, this little trick can save a heap of time.
Steps:
- Name your cells. For every field that you’ll be using in your formula, name a corresponding cell in Excel with the name of that field. Don’t forget to include “__c” for custom fields (see below).
- Put some data into each of these named cells.
- Build your formula, making sure to click on the named cells to insert into your formula.
- Make sure the calculations work as designed.
- Copy formula from Excel and paste into Salesforce!!
