<aside> 💡 Use formulas to dynamically add columns to your source data. Use common Excel & Salesforce formulas such as LEFT, CONCATENATE, and IF
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To reference a source column in a formula then place the column name in square brackets
<aside> 💡 [Name]
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To add a static value e.g. a record type id, place the value in double quotes
<aside> 💡 "0013t00001XJ2dXAAT"
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Combine two or more fields by referencing their columns names and adding a + in between them.
<aside> 💡 [Name] + "-" + [Type]
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E.g. if the Name value is ‘Sam Hoult’, and the Type value is ‘Prospect’ then the evaluated formula for that record would be “Sam Hoult-Prospect”
Take the left n characters of a field
<aside> 💡 LEFT([Name], 3)
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E.g. if the Name value is Benjamin Button, then the evaluated formula for that record would be “Ben”
Take the left n characters of a field