27 oct. 2026
Overview
Calculated Fields let you create custom fields that fill themselves in. Instead of updating numbers, dates or text by hand, you set up a formula once. The field then calculates its value automatically from your other contact data. Use it to score leads, track how long since a contact was last engaged, count down to a renewal date, or format data consistently, with no manual work or workarounds. Calculated Fields is available in private beta.
What’s new
1. New “Calculated” custom field type: create fields whose values are worked out automatically from other fields on the contact.
Four calculation types:
2. Multiple output types: Results can be a Number, Boolean (true/false), Text, Date or Date-Time.
3. Flexible number formatting: Show a number as a formatted number, unformatted number, currency, percentage or duration (for example, “3 hrs 9 mins”).
4. Built-in function library: Math (SUM, AVERAGE, ROUND, MIN, MAX, ABS and more), Text (CONCAT, UPPER, LOWER, TRIM, LEFT, RIGHT, REPLACE and more), Date/Time (ADD_TIME, YEAR, MONTH, DAY, WEEKDAY and more) and Logic (IF, AND, OR, IS_KNOWN).
5. Test before you save: Try your formula with sample values. If something’s wrong, you get a clear error message that helps you fix it.
6. Always accurate: Values recalculate automatically when the source fields change. Calculated fields are read-only, so a manual edit, import or workflow can’t overwrite them by accident.
7. Available for opportunities and custom objects: Create calculated fields on contacts, opportunities and custom objects. All three are part of the private beta.
8. Filter smart lists by calculated fields: You can now filter your smart lists using calculated fields. 'Time since' and 'Time until' fields are the exception: they can be added as smart list columns but can’t be used as filters.
9. Use them across your CRM: Add calculated fields as smart list columns and filters, and use them in workflows.