Because we want this checkbox to be checked only if the contact selected Do Not Call and Email Opt Out, we use the AND () function. Create a checkbox formula the same way that you would create any other formula field in Salesforce. In Setup, use the quick find box to find the Object Manager. Click Contact | Fields & Relationships and click New.
Table of Contents
How do I create a checkbox formula in Salesforce?
Create a checkbox formula the same way that you would create any other formula field in Salesforce. From Setup, enter Contacts in the quick find box and select Contacts | Fields. Scroll to the Contact Custom Fields & Relationships Section and click New. Select Formula and click Next.
How do I display a contact with the do not contact checkbox?
To display a contact with the Do Not Contact box checked on the condition that the person has selected Do Not Call, Email Opt Out, and Fax Opt Out is no problem for the AND ()operator. Using this formula, the Do Not Contact checkbox is checked only if all three checkboxes— Do Not call, Do Not Email, and Do Not Fax —are selected.
Is your checkbox formula selected or not?
When it comes to checkboxes, you only have two options: selected or not selected. What does this mean for your formula? Well, a checkbox formula is just a logical statement that’s either true or false. If you want to know right away if an account has at least 500 employees on it, for example, you can use a simple checkbox formula.
How do I report unwanted calls to the FTC?
If you received an unwanted call after your number was on the National Registry for 31 days, report it to the FTC. Go to https://telemarketing.donotcall.gov to access the National Do Not Call Registry.
Introduction to Formula Fields
Formulas are a powerful tool that let you perform calculations and other operations on your organization’s data. Using formulas, you can embed hyperlinks, perform arithmetic with existing fields, or use conditional logic to display an amount. If you’ve never used formulas before, get started with Using Formulas Fields before moving on to this unit.
Introduction to the Checkbox Type in Formulas
When it comes to checkboxes, you only have two options: selected or not selected. What does this mean for your formula? Well, a checkbox formula is just a logical statement that’s either true or false. If you want to know right away if an account has at least 500 employees on it, for example, you can use a simple checkbox formula.
Basic Logical Operators
Logical functions are more rigid adaptations of words that you already use in almost every conversation: and, or, not, and if. You know, for example, that an apple is a red fruit, while a banana is a yellow fruit. If you’re looking in the grocery store for something that’s red and a fruit, you’re going to grab an apple.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
