You can create custom formulas to calculate new values based on information Practifi. For example, you might create a formula to return "VIP" if a customer has an account balance above a given threshold.
Formulas can be created using custom fields in the Salesforce Platform, or using UI-only fields using the Skuid page composer. Formulas in Salesforce are great for calculating values to be displayed in multiple pages. Skuid UI-only fields have the benefit of updating in real-time as the user edits information, but are limited to use in a single page.
Understand the basics of formulas fields in the Salesforce Platform.
Learn more advanced techniques available in Salesforce formula fields.
Learn how to use UI only models and fields in Skuid for powerful, real-time calculations and conditional actions.
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