Salesforce Formula Prettifier

A Lightning Web Component tool that helps Salesforce Admins visualize, understand, and evaluate formula fields in a clean, readable format.

Features

✨ Clean, readable formula formatting

🧠 Real-time formula and field evaluation on records

🔐 Security-aware evaluation

🔎 Bracket matching for nested functions

🎯 Supports all standard Salesforce formula functions

🧩 Works across standard & custom objects

📂 Collapsible logic blocks for easy navigation

☁️ 100% Salesforce-native solution

See It In Action

Security & Privacy

This tool respects Salesforce security and keeps your data safe:

Object-Level Security: You can only see objects you have access to
Field-Level Security: You can only see formula fields you have permission to view
100% Salesforce-native: Operates entirely within Salesforce security boundaries
No external data transfer: Does NOT send data outside your Salesforce org
No data storage: Does NOT store any formula or field data
Respects all permissions: Honors sharing rules and security settings

What Users Are Saying

I LOVE THIS (Ahem , excuse my excitement)

I had installed this the very day it was posted on LinkedIn. I've been using it for almost everyday since then . As someone who is purely functional and deals with a huge number of formulas on a daily basis , this is a LIFESAVER. First things first , the part where I can check the layers of the formulas . I'm a forgetful person . And when I'm doing projects that have DOZENS of formulas implemented in them , i forget who is doing what . This ... Is IMMENSELY helpful in such cases . The ease at which I can navigate this , i mean , it's right there , at the corner . Its very helpful. Then the whole pretty thing ... I'm just a girl who loves pretty and sparkly things , and Salesforce. ... For all it's customisations and abilities , is sadly. .. NOT pretty . This Prettifier , SOLVES THAT ISSUE TOO . NOW I LOOK FORWARD TO FORMULAS , of all things . Also , on the funny side , the arrangement makes it look as if I've coded stuff and I don't code ... Its kinda a flex yknow . Speaking from a functional girl perspective. Ortoo labs did a MAGNIFICENT job in creating this . I love it . Love it .

Extremely helpful for Salesforce Formula Management!

I've been using this tool by Ortoo Labs for a bit now, and honestly, it's a breath of fresh air for anyone who has ever stared at a 3,000-character Salesforce formula until their eyes crossed. Here is my breakdown of why this is a must-have and a few ideas to make it even better. Why It's Great: -The first thing that hits you is the UI—it's incredibly smooth. Salesforce's native formula editor feels like a relic from the 90s, but this editor brings things into the modern era. -Real-Time Evaluation & Hover Values: This is the "killer feature." Being able to hover over a field and see its value, then see the computation happen in real time, saves an enormous amount of "save and check" cycles. -Debugging Complex Logic: If you're dealing with nested IF statements or complex CASE functions, the indentation and syntax highlighting are lifesavers. It transforms a wall of text into a logical map. -Collapsible Sections: Being able to fold away parts of the formula you've already verified allows you to focus on the problem areas without the visual clutter. While the product is already fantastic, there are two things that would take it from "great" to "indispensable": -Browser Extension Version: I'd love to see this as a Chrome or Firefox extension, similar to SF Inspector. Having it live directly in the browser would make it even faster to toggle on while I'm on a record page or in the standard Setup menu. -Expanded Hover Support: Currently, the hover values work very well for standard and custom fields. It would be amazing if the "real-time" view also supported: * Custom Metadata & Hierarchy Custom Settings (e.g., $CustomMetadata.Type.Name.Field__c) * Custom Labels * Custom Permissions assigned to the running user. Being able to see if a formula is failing because a specific Custom Metadata value is null—without leaving the editor—would be a massive productivity boost.

Improves efficiency working with formulas

The app is simple to configure and makes debugging formulas easier.

Improves Readability of formulas, Makes formula-life easier

While you are writing a formula, or it is fresh in your head, you may think formatting is not that needed. And then you have to come to it after some time and boom!!! Nothing makes sense. This app really helps in situations like these. Highly improves the readability of complex, nested formulas and makes the life of Admin/Dev a lot easier!

Adding simplicity to an ORG

It's really nice tool that make the formulas look simpler and less frustrating !

Helpful!

This looks like a start of a must-have tool for admins. I liked the traceability of results, which is really helpful with nested statements. I'd love to see a future version where the "Paste Formula" mode has references to fields (and picklist values), relationships, operators, and functions that would be a game-changer while creating a draft of what would become the actual formula field ~ seeing live how results change based on pre-loaded test records/edge cases. Also, being able to validate formula visibility/variability vs different profiles would be really helpful as well.

Makes complex Salesforce formulas actually readable

I've always struggled to understand long, nested Salesforce formulas in the default editor. Ortoo Labs' Salesforce Formula Prettifier makes them clean, readable, and much easier to debug. Saves time and frustration every single time.

How To Use

Adding to a Lightning Page

Navigate to any Lightning record page (Account, Contact, Opportunity, etc.)
Click the Setup gear → Edit Page
Find Salesforce Formula Prettifier in the component list
Drag it anywhere onto your page layout (it will always appear in the bottom right corner of the page)
Click Save and Activate

Using the Tool

Select Mode (Default)

Click the floating action button on your record page
Select an Object from the dropdown
Select a Formula Field from the dropdown
The prettified formula appears automatically

Paste Mode

Toggle to Paste mode
Paste your formula into the text area
Click Prettify Formula
View the formatted result

Understanding the Display

Syntax Highlighting:

Purple Functions (IF, AND, OR, TEXT, etc.)
Light Blue Field references (Account.Name, Owner.Email)
Green String values ("text in quotes")
Indigo Numbers (1, 100, 0.5)
Red Operators
Yellow Punctuation

Interactive Features:

Hover over any token to see its value
Click on brackets to highlight matching pairs
View field setup by clicking the setup icon (when in Select mode)

Formula Evaluation

When viewing a formula on a record page:

You will see the formula evaluation result and field values on hovering over the tokens in the prettified formula.

Limitations

Formula Fields Only: Only works with formula fields, not roll-up summaries
Record Context: Formula evaluation requires being on a record page

Troubleshooting

Unable to evaluate formula

Make sure:

You're on the right record page
You have access to all fields used in the formula

No objects showing in the dropdown

This means:

Your user doesn't have permission to view any formula fields

Evaluation Result is not as expected

Formula is evaluated considering the 'Treat blank fields as' setting configured in the prettifier window. If you think the result is not as expected, make sure that setting is configured correctly.

What's New

Version 0.4

February 2026

Bug Fixes

Fixed issues around picklist fields evaluation

Improvements

Multiple UI/UX enhancements for better user experience

Version 0.3

February 2026

New Features

Refresh Button

Added a refresh button to re-prettify and re-evaluate formulas without having to change your selections.
Useful when you want to see updated field values or re-run the evaluation after record changes

Enhanced Formula Evaluation Feedback

Added contextual help next to "Result" to provide guidance on common reasons for evaluation failures:
- Incorrect record page context
- Missing field-level access permissions
- "Treat blank fields as" setting is not configured correctly

Version 0.2

February 2026

New Features

Treat Blank Fields As Setting

Added support for the "Treat blank fields as" formula setting
Enables real-time comparison between "Blanks" and "Zeroes" behavior
Reflects how Salesforce evaluates numeric/currency/percent fields when they're blank
Defaults to "Zeroes" to match Salesforce's standard default behavior

Technical Notes

Due to Salesforce API limitations, the "Treat blank fields as" setting cannot be directly retrieved from the FieldDefinition object. The tool provides this configuration manually, allowing you to match the field's actual setting and see accurate evaluation results.

Version 0.1

December 2025

Initial Release

Core Formula Prettification

Clean, readable formatting with proper indentation
Syntax highlighting for functions, fields, strings, numbers, operators, and punctuation
Support for all standard Salesforce formula functions
Collapsible logic blocks for easy navigation of complex formulas

Two Operating Modes

Select Mode: Choose object and formula field from dropdowns
Paste Mode: Copy and paste any formula text directly

Real-Time Formula Evaluation

Evaluates formulas against actual record data
Displays field values on token hover
Shows formula result in real-time
Respects object-level and field-level security

Interactive Features

Bracket matching for nested functions
Click-to-highlight matching parentheses
Direct link to field setup (Select mode)
Copy formatted formula to clipboard

Security & Privacy

100% Salesforce-native solution
Respects all object and field permissions
No data leaves your Salesforce org
Operates within Salesforce security boundaries

User Experience

Floating action button for easy access
Resizable, draggable window
Toggle between Select and Paste modes seamlessly
Works across standard and custom objects