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Thank you for joining this quick how-to screen cast brought to you by Salesforce support. To see more content like this, hit subscribe. All right, in this video, Im going to show you how to categorize your accounts. You might have a field like number of employees or how much theyve spent with you, and you might want to use that field to put the account into a different category. So the way we can do that is by creating a formula field. Now, you can do this on any object, you could use any fields, but in this case, Im just going to use the account object to keep it simple. Give your formula field a name, and for the most part, youre probably going to pick a text type formula field. And now, we actually create the body of the formula, all right, so this is where we put the logic, the fields that we care about. This could be really simple or it could be really complex, its up to you. The most straightforward way to do this though is to use something called an If. This allows us to h
