In this session, Salesforce administrators, app builders, and new developers will learn practical techniques to refine and optimize formulas for better readability and reduced compiled size.
Using a formula field from Salesforce Health Cloud as a case study, I will reformat and refactor it step by step, explaining the reasoning behind each change and demonstrating improvements in clarity, efficiency, and performance.
Key topics include identifying common inefficiencies, applying consistent formatting, and using tools like Visual Studio Code to better understand a formula’s purpose. While attendees will pick up strategies to simplify formulas and remove redundancies, the real goal is to encourage a more structured approach to problem-solving.
