What Does This Tool Do?

Formula fields in Salesforce can become complex and difficult to read, especially when they contain nested functions and long field references. This tool:

• Prettifies formulas - Formats your formula fields with proper indentation and syntax highlighting
• Evaluates results - Shows you the actual calculated value for a specific record
• Supports two modes:
  • Select Mode: Choose an object and field from dropdowns
  • Paste Mode: Copy and paste any formula directly

Security & Permissions

This tool respects Salesforce security:

• 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

The tool uses Salesforce's built-in security enforcement to ensure you only access data you're authorized to see.

How to Use

Adding to a Lightning Page

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

Using the Tool

Select Mode (Default)

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

Paste Mode

1. Toggle to Paste mode
2. Paste your formula into the text area
3. Click Prettify Formula
4. 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.

Features

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.

Privacy

This tool:

• Does NOT send data outside your Salesforce org
• Does NOT store any formula or field data
• Operates entirely within Salesforce security boundaries
• Respects all sharing rules and permissions