Formula fields

Write Excel-style formulas on any object — days in stage, weighted value, lead score — and get live results on every record, list and report. No sync jobs, no stale numbers.

What you get

• Spreadsheet syntax — IF, DATEDIF, arithmetic, text functions — if you can write it in a spreadsheet cell, you can put it on a record.
• Never stale — Formulas resolve at read time, every time. Change an input and the output is already right.
• Formulas read lookups — Combine with reference fields: score a contact using its company's plan. Cross-object maths, zero code.

Capabilities at a glance

• Excel-compatible formula engine on any object
• Live read-time evaluation — values never stored stale
• Reference (lookup) fields across relationships
• Formulas can consume resolved lookups
• Circular references rejected at save time
• Usable in views, filters, exports and reports