6.2 Choosing Output Type for Formula Field in Salesforce

In this step of creating a Formula Field in Salesforce, you select the Formula Return Type, which determines the data type of the calculated value—such as Checkbox, Number, Currency, Date, or Text. You can also assign a Field Label and Field Name for your formula field and choose whether to add it to existing custom report types. This step ensures your formula field produces the correct output and integrates seamlessly into reports and page layouts.

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