ChatGPT x Salesforce: Formula Fields

Wednesday, December 7, 2022

The AI chatbot that can translate conversational English into helpful answers, ChatGPT, seems to have been everywhere in the news lately — and for good reason. It’s fun, novel, and a bit downright helpful. The latest viral bot (app?, site?) from open AI has been seen writing code, party planning and, last night for me, helping decide what to cook for dinner. I told it what meats and veggies I had in the fridge (and assured it that we had spices, seasonings, and all the other ingredients you’d expect in a kitchen — without listing all of them) and it came up with three solid menu ideas!

After that, I decided to see how it’d do with a request for a Salesforce Formula Field. I didn’t want to trip it up with any Custom Object names and wanted something I’d be able to test quickly before dessert, so I asked ChatGPT to:

“Make a Salesforce formula for a formula field that would output the date six months prior to today’s date.”

And it did! And explained its reasoning and what the various components of the formula accomplished!

And it passed a syntax check!

And it worked!

I was impressed. And I enjoyed dessert.

I woke up this morning ready to try a few trickier requests and… the ChatGPT site is overwhelmed. It’s been down all day as they work to improve its scalability so I’ll be notified when it’s up again and this looks like it’ll have to turn into a series!

We’ll ask ChatGPT to craft Flows in Salesforce, Automation Rules in Pardot, Journey Entry Criteria in Marketing Cloud, Queries in Analytics Studio and anything else we can come up with to see how it stacks up.

I will note that, while the program does a great job formatting javascript, html, etc… in the formula field I would have preferred a more indented, structured result, to make potential troubleshooting easier — but it got the right answer and it’s the standard format for non-overly-picky admins so I’d say that’s a win.

Give it a shot yourself! And let us know what you’d like to see put to the test in the comments here as well.

And of course, if ChatGPT gets you 90% of the way there, but you need some experienced Salesforce eyes to get you across the finish — drop us a line. We’re always happy to help.

Until next time, happy chatting. And we’ll see you in the cloud.

Chris Stegall
Chris Stegall
Marketing Director @ MK Partners.