Declarative business logic tools
Key Takeaway
When a job is too large or too processing-heavy for declarative tools, Apex is the programmatic option.
Declarative business logic tools let an app builder enforce business rules and automate work with clicks instead of code. Formulas calculate values, and validation rules block bad data at save time. Roll-up summary fields total up related detail records (child records), and Salesforce Flow automates multi-step processes.
Formulas
A formula is an algorithm that derives a value from other fields, expressions, or values. You build a formula from these parts:
- Literal values
- Field references
- Functions
- Operators
- Comments
The same functions work in the places below, with some exceptions:
- Formula fields
- Validation rules
- Approval processes
- Workflow rules