Field Set Type Limitations

Role:

Salesforce Administrator

Certain field types have limitations when used in Guided Selling sequences. Understanding these limitations helps you configure sequences correctly.

Formula Field Limitations

We advise against using Formula fields in your Entry Criteria, as they alone won’t trigger the participant to enter your Sequence. This is a limitation in Salesforce where updates to a Formula field value do not run triggers in Salesforce.

Formula fields can be used in criteria, but they won’t trigger automatic sequence entry because formula field updates don’t fire triggers.

Supported Field Types

BOOLEAN, REFERENCE, DOUBLE, INTEGER, EMAIL, PHONE, DATE, URL, CURRENCY, DATETIME, STRING, PICKLIST, TEXTAREA (up to 255 characters and not encrypted), COMBOBOX, MULTIPICKLIST

Operators

Field type	Operators
Phone, Boolean, Email, Reference	Does not equal, Equals
Multipicklist, Picklist	Does Not Include, Includes
Date, DateTime	Previous, Next, Current, Before, After, On, Between, IsEmpty
Number (Double, Integer, Currency)	Does not equal, Equals, Greater than, Greater than or equal, Less than, Less than or Equal
String (Everything else)	Contains, Includes, Does not equal, Equals, Starts with

Last updated on January 26, 2026