Salesforce Fact #963 | Access formula fields from Create Records

With the Winter'26 release, we can now access sobject fields from the Create records element without an additional Get records. This also works fine for local formula fields(not for cross object formula fields).

This is similar to the Formulas.recalculateFormulas() function but doesn't consume any SOQL query.

In this example, we have a formula field on case which calculates a date 10 days plus the Createddate. In the flow, we are creating a case record and referring the same field from the Create Record reference, it shows the value correctly.

Reference: https://admin.salesforce.com/blog/2025/improve-automation-with-winter-26-flow-features-be-release-ready

Attached are the screenshots.






Comments

  1. What an interesting Salesforce fact! Accessing formula fields when creating records can really streamline workflows and improve data accuracy. For businesses considering a transition, it’s equally important to plan how to migrate data from Salesforce to Zoho CRM to maintain all critical information and formulas intact. A very useful insight for anyone working to optimize their CRM processes.

    ReplyDelete

Post a Comment

Popular posts from this blog

Salesforce Fact #245 | Enabling Case Assignment checkbox