A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can help you automatically calculate the value of a field based on other fields (from Salesforce doc). Formulas can be used in many areas of Salesforce other than just Formula Fields, such as ...

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3answers
6 views

Validation Rule - either both entered or both blank

I'm trying to validate either the field1 and field2 is populated or both be blank. I have tried this formula but does not seems to be working. IF (not(isblank(field1__c)), ...
3
votes
1answer
25 views

Formula compile error with lots of dates

I am receiving this error: Error: Invalid Data. Review all error messages below to correct your data. Formula(s) that reference this field are no longer valid: Compiled formula is too big to execute ...
0
votes
2answers
22 views

error with formula: IF(“Close Date” = “26/05/2016”, “01/06/2016”, “0”)

i am trying to create a formula in the report so that if the close date is e.g 26/05/2016, return value would be 01/06/2016 formula ; IF("Close Date" = "26/05/2016", "01/06/2016", "0") But i keep ...
0
votes
3answers
29 views

Help in writing formula and forming logic

I have custom Picklist field called status on Contact. my requirement is: we can set contact status to 'On Hold' and save only if the prior value of contact status was 'Active'. else display an error ...
0
votes
2answers
40 views

Help required in building formula for validation rule

I have 3 objects Contact(standard), Volunteer job(custom) and Volunteer hour(custom). Volunteer hour is a junction between contact and Volunteer job. Contact has a custom picklist field 'status'. my ...
2
votes
1answer
30 views

Including commas and and's in formula for combining line items

I have a formula field that I built in a custom object that combines various fields into this one field for a mail merge. The custom object is called Product Donations, and there are about 12 fields ...
0
votes
0answers
27 views

How do I calculate hours between 2 date/time field in business hours

I have created the below to capture hours between 2 date/time field multiplied by the staff on site less 1 hour that can't be charged for. Hours are 7am - 5pm (10 hours). 7:00 am GMT is 17:00 (5:00 ...
1
vote
1answer
21 views

I have a formula field. I need to display a certain value depending on the local time of the day [duplicate]

I have a formula field. The field should display a certain value depending on the local time of the day. For example, if it is between 9:00 and 12:00 - morning, 12:00 and 3:00 - afternoon, and so on. ...
2
votes
1answer
27 views

Formula field error

I have a formula field created that should be displaying Red, Yellow, or Green (words not colors), and I'm getting a strange error that I just can't suss out. The problem comes after the word "Green" ...
-1
votes
2answers
25 views

Account Status should set to Modified when an Account is Edited [closed]

I need to set the Status Picklist on Account object to "Modified" When an account is edited. Thanks!!
0
votes
1answer
35 views

Calculate hours between 2 date/time fields x staff on site

Works on site have a log-on and log-off time, I have fields set up to capture these times, plus a field for number of staff on site. I want to create another field that will show me chargeable hours, ...
6
votes
2answers
88 views

Formula field is not Working as expected

Hi friends i create a formula field to know the created task is for contact or opportunity or lead.So i tried to created a formula field Based on whatId & whoId. But it throws syntax error.can ...
2
votes
2answers
41 views

How to match mobile phone numbers for incoming SMS messages?

I'm looking at receiving SMS (text) messages in Salesforce and the formatting of the "From" mobile phone number (in a Twilio Webhook call) is: +35386xxxxxxx (where 353 is the country code in this ...
1
vote
1answer
26 views

Error: Function PRIORVALUE may not be used in this type of formula

I have trying to build a formulae in workflow on the Final result which should show error message if the the prior value of Final Result is either (ACCEPTED,Need More Information-Incorrect ...
1
vote
2answers
71 views

Time Data Type and not Time Date

I'm trying to allow time only for data entry. I want to avoid as much apex and visualforce as possible for this project. I can certainly do it but I'm trying to keep this full configure for this ...
1
vote
2answers
31 views

Why is this formula returning 5H and 60M instead of 5H 0M?

Here is the source formula. IF( Step_1_Diff__c> 0 , TEXT( FLOOR(MOD(Step_1_Diff__c* 24, 24)) ) & "H " & TEXT( ROUND(MOD(Step_1_Diff__c* 24 * 60, 60), 0) ...
0
votes
1answer
45 views

CASE formula evaluates all expressions when 'otherwise' condition is true

I have a case statement that looks like this in a formula variable: Case (ContractType, 'Value 1', (VarA / VarB), 'Value 2', (VarA / VarB), VarC / VarA ) where VarA, B & C are numeric ...
1
vote
0answers
31 views

Calculate the age for a Opportunity Stage?

How to calculate the age for a Opportunity Stage. If it's open, how many days was it open. If it was X how many days was it in X stage? A workflow to field update a when a stage name chang I have ...
1
vote
1answer
20 views

Stage conversion report for each and every Sales person

I want to create a report on Stage conversion percentage of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 ...
0
votes
1answer
33 views

PRIORVALUE formula

I need a formula where if the custom field (type:currency) is not edited while the record is edited and saved, the custom field value should become zero otherwise it should hold the new value which is ...
3
votes
1answer
36 views

Compiled Formula Size discrepancies

Due to the incorrect definition of Ceiling and Floor on Salesforce, I'm struggling with exceeding the max formula size. Following Salesforce's Tips for Reducing Formula Size, I've moved any duplicate ...
2
votes
1answer
19 views

Conditional Formula formatting in visualforce email template

I am wondering if there is a way to set conditional formulas in Visualforce templates where fields that have a NULL value do not appear as empty spaces in the template. For instance I have a field ...
3
votes
2answers
67 views

Valdiation Formula Broken

The scenario for the validation rule is: -if one lookup field is empty, then check that other n fields are not empty (if a lookup is empty, then make sure that the fields that will be used to create ...
3
votes
3answers
103 views

Differentiate Production/Sandbox Instance?

I know it is fairly straightforward in Apex to determine if the Salesforce instance is production org or a Sandbox org, but I wonder if the same is possible via formula? I have also read What are ...
0
votes
0answers
16 views

Home page custom link

I'm trying to create a sidebar custom link for the portal users but the url is always adding %2f/servlet at the end The below custom ink '{!$site.prefix}/001/o' is being redirected to ...
1
vote
1answer
19 views

adding a multi-picklist field into my formula for my custom button

I have a custom button that has a javascript picklist that checks feild criteria. I need to add a multi-picklist field to the if statement to check if it does NOT contain "India". here is the if ...
2
votes
2answers
53 views

How to extract Time from Date/Time field within formula

I am working on a formula based on a date/time value to extract the time for the field. This field is based on the Pacific Time Zone and as is appears as 04/04/2016 9:00 PM I set up this formula ...
1
vote
1answer
22 views

Formula for When a Field Value is Null after Record Insertion

Is it possible to write a formula for if a Date field is not null upon record insertion? I would prefer to not write a trigger for this. Flow: Record Example A --> Field XYZ is null --> Formula ...
0
votes
3answers
58 views

Adding a company logo for every account page

Can somebody tell me how to add a logo on an account page? So that when I go to my customer page layout named Coca-Cola (for instance), the account owner and other users who can see this account will ...
1
vote
1answer
38 views

Can we use HYPERLINK FORMULA field in salesforce 1?

I have created a HYPERLINK formula HYPERLINK("/apex/my_VF_Page?Id="+ Id , "MY VF Page" ) If I use link in saleforce 1 App. This link doesn't work any workaround so I add any logic in HYPERLINK ...
0
votes
1answer
20 views

Send Email to Account Team If Contact Email Bounce Back

Scenario : I have case object. This case object has email related list. Case has contact and contact email address field. From email related list user will send email to contact associated with case. ...
0
votes
3answers
24 views

Nested if formula in formula field [duplicate]

Below is my formula if condition, which is working fine. I just want to add formula like is property__c!= null, Only then below formula will run. how can i do that? Ex. If property__c!= null Only ...
0
votes
1answer
37 views

Trigger - Update another object without changing any values?

Is there a way to update an object without changing any of the values on its fields? Here's the situation: ObjectA dateA (date) ObjectB lookup relationship with ObjectA formulaDateA ...
1
vote
1answer
19 views

Auto Populate Dependent Field after Selecting Primary Field

Primary Field: Data Warehouse Dependent Field: Records The Selection of Data Warehouse Fields, should be able to auto populate Records Picklist values without the need to select manually. Each ...
0
votes
1answer
25 views

Formula to update a number field on the same day of every month

I need to add a certain number of minutes to a number field on the same day every month, i.e., on the 14th day of every month. The 14th Day is being pulled from the closedate field on the Opportunity ...
1
vote
2answers
30 views

Text Formula - need to remove “.00” from result

Here is the formula I am using: "$" & IF(    Lease_PB_Total_Price__c >= 1000000,    TEXT(FLOOR( Lease_PB_Total_Price__c  / 1000000)) & ",",    "") &  IF(    Lease_PB_Total_Price__c ...
0
votes
1answer
25 views

how do the system calculates the contract end date before 90days

I have a requirement ,where the system should identify 90days before the contract end date and send an alert to the customer.so how can we do the calculation using (contract end date - 90days )or how ...
0
votes
1answer
30 views

Initial criteria of approval process to validate child records

The approval process on parent object should check number of child records and greatest of discount percentage on them, I could create roll up summary fields but our org has exhausted limits. The ...
3
votes
1answer
98 views

Do calculations on child records properties for master record

I am developing data model like master - Order, childs - Order items. There is master-detail relationship. Order items have quantity and price per each item. How do I create read-only field on master ...
0
votes
1answer
24 views

Can anyone help with the below error, Error: Incorrect number of parameters for function 'ISBLANK()'. Expected 1, received 2

AND ( ISPICKVAL( VALIDATED__c, "YES" ), OR ( ISPICKVAL( Account_Loss_Machine_Loss__c , " "), ISPICKVAL( Lost_To__c , " "), ISPICKVAL( Reason_For_Loss__c , " ") , ISPICKVAL( ...
2
votes
2answers
82 views

SOQL query failing when comparing formula field and currency field values

I'm having trouble trying to figure out what's wrong with this SOQL sentence: SELECT Id, FormulaField__c, CurrencyField__c FROM MyTable WHERE FormulaField__c != CurrencyField__c ...
0
votes
1answer
29 views

Formula field on Object not calculated in report

I have a number of fields on the Case object that are part of a field that is totalled: IF( NOT( AND( Interpreter_Pay__c == null, Nurse_Pay_Rate__c == null, Interpreter_Hours__c == null, ...
1
vote
2answers
33 views

Formula to Calculate 10 Business Days from Created Date?

How would I edit this formula to reflect a date of 10 days days after created date? It currently covers 48 hours or 2 business days. CASE( MOD( DATEVALUE( CreatedDate ) - DATE( 1900, 1, 7 ), 7 ), ...
2
votes
0answers
12 views

Adding sales tax rules for many countries

I need to add sales tax rules for a whole host of countries (around 60) as my company is about to go global selling not just in the UK. The company works with external suppliers taxed in their own ...
2
votes
1answer
30 views

Minimum Date Formula

Hoping this is an easy one. I have this formula in a VF page: MIN( Year(DateValue(Account.CreatedDate)), Year(Account.Source_System_Created_Date__c), ...
1
vote
1answer
40 views

Support Tooltip on the IMAGE Function?

Does the Image Formula field have Alt Text? IF(Res_Date__c > NOW(), IMAGE("/img/msg_icons/confirm16.png", "All good")) When the user hover over the Image I want to have a text display in my case ...
1
vote
1answer
37 views

Stop a formula field from removing the special characters

This is a generic question. I want to know if its possible to stop a formula field of a custom object from removing the special characters like quotation marks.
2
votes
1answer
23 views

Formula field displaying an image is not showing

Here are my dates in the system: Ent__c = 3/23/2016 2:18 PM Res_Rec__c = 3/23/2016 4:24 PM Comp_Date__c = 2/15/2016 1:46 PM Res_Date__c = 3/24/2016 8:18 PM Formula: IF(OR(ISBLANK(Ent__c), ...
-1
votes
3answers
74 views

Formula field check - if empty set the value to null

EDIT: I forgot to mention that my workflow rule Date options that it currently returns NOW() but i need to check if the user have removed field1__c and field2__c then set that to be null otherwise ...
-1
votes
3answers
28 views

Writing formula field1 equals=true OR field2 is not equal

I am trying to create a workflow rule that will evaluated two fields. A boolean field if it is equal to true, and a text field which is not empty How can I accomplish the following in the formula: ...