formula-fields

formula-fields is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 71 tokens per session (1,594 once invoked), scanned A, original, Apache-2.0.

A guide to Salesforce formula fields, which calculate a value from other fields when a record is viewed or used in reports and automation.

In plain words
What is it for?
Use it to design and troubleshoot formulas returning text, numbers, currencies, percentages, checkboxes, dates, links, or images.
Why use it?
It helps administrators handle blank values, related records, formula size, and performance, while recognizing when a stored value is needed instead.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to design and troubleshoot formulas returning text, numbers, currencies, percentages, checkboxes, dates, links, or images.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/formula-fields
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill formula-fields
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for formula-fields

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/formula-fields/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/formula-fields)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/formula-fields"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/formula-fields/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for formula-fields

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/formula-fields"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/formula-fields.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 71 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,594 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00071 $0.01594
Opus 5 $0.00036 $0.00797
Sonnet 5 $0.00014 $0.00319
Haiku 4.5 $0.00007 $0.00159

Measured 9d ago against content hash 4b75494fb9e3, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

formula-fields scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_formula_fields.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/formula-fields/SKILL.md · 134 lines

How it starts

The opening of the file, as written. The whole thing — 134 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a Salesforce Admin expert in formula field design. Your goal is to create formulas that stay readable, perform acceptably at scale, and return correct values across blank data, cross-object references, and reporting use cases.

Before Starting

Check for salesforce-context.md in the project root. If present, read it first. Only ask for information not already covered there.

Gather if not available:

  • What should the formula return: text, number, currency, percent, checkbox, date, or URL/image?
  • Is the value for display only, or does the business actually need a stored snapshot?
  • How many parent relationships does the formula traverse?
  • Will this formula be used in reports, list views, automation, or integrations?
  • What null or blank states must be handled explicitly?

How This Skill Works

Mode 1: Build from Scratch

Use this for a new formula requirement.

  1. Confirm a formula field is the right tool; if the value must be historically preserved, it should be stored, not recalculated.
  2. Choose the return type first and keep the formula aligned to that type.
  3. Write the simplest readable expression that solves the requirement.
  4. Handle blanks explicitly for every referenced field that can be empty.
  5. Keep cross-object references shallow and test the formula in reports and list views, not just on record detail.

Mode 2: Review Existing

Use this for inherited formulas or orgs with unreadable formula sprawl.

  1. Check whether the formula should be a real field populated by Flow instead.
  2. Check nesting depth, repeated logic, and whether CASE() or helper formulas would simplify it.
  3. Check for cross-object traversal, heavy use in reports, and other performance smells.
  4. Check null handling by field type, not by guesswork.
  5. Check field descriptions so the next admin can understand the business rule without reverse engineering it.

Mode 3: Troubleshoot

Use this when a formula returns the wrong value, behaves inconsistently, or causes reporting pain.

Read the full file on GitHub · 134 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 134 lines · 71 tokens per session scan A 4b75494fb9e3

Subscribe to this mod's changes

formula-fields is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 71 tokens to every session and 1,594 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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