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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6
votes
1answer
124 views

Roll up Count of booleans

Is it possible to use a roll up or formula field to count the number of "true" or "false" values on a boolean field of a detail record? Example: Account <-Master-----Detail-> My_Object__c ...
3
votes
1answer
38 views

Simple Validation Formula

So I'm trying to write a formula, If Override__c is "Yes", then Country__c cannot be blank. This is what I thought of how to do to it, but it isn't working IF(ISPICKVAL(Override__c, ...
1
vote
0answers
51 views

Apex Test not updating parent object field based on child object formula fields

I have a before insert, before update trigger that updates a value in a parent object when a new child object is inserted or updated. The child object contains loads of checkboxes which are used by ...
0
votes
1answer
15 views

bucket a multi select picklist within a report?

Quick question Can you bucket a multi select picklist within a report ? If so how can you do it ?
1
vote
1answer
22 views

Date Stamp on one criteria within Picklist

I need some help Aim – When stage = ’Declined’ populate a field called “Declined date” with the date that declined was selected Field: Stage Data type : Picklist I know how to create a workflow on ...
2
votes
3answers
75 views

Validation rule for data dependency

I'm new to coding in Salesforce and I'm trying to code the following logic: If a certain picklist value is chosen, another certain field cannot be left blank. I wrote the following but I'm not sure ...
1
vote
2answers
26 views

Simple formula help

Hi guys, for some reason I cannot wrap my head around the formula syntax, and I could use some help. I understand this is a very easy and should be trivial. My requirement is that IF SAP Ship-to ...
1
vote
3answers
40 views

Validation rule on 2 picklist fields

I'm trying to create a validation rule formula in Salesforce, that uses two picklist fields. If the first has any value selected, the Second picklist can NOT have any value selected. So basically if ...
0
votes
2answers
30 views

Picklist formula help

I'm trying to do validation for a values on a pick-list and a text field. I was thinking something like this. IF(ISPICKVAL( SAP_Transportation_Zone__c , "USA") && (Country__c != ...
0
votes
0answers
17 views

Need help with Multi Picklist Validation Rule [duplicate]

I have a question for you IO have posted this here as a user and not under my name Multi Picklist Validation via Apex? Aim – Create a validation rule, where only 5 picklist values can be choosen ...
0
votes
0answers
26 views

Using the date/time Opened + Closed fields in cases, can I create a report or formula to show the 'time open?'

Morning all, I am having a few issues trying to create a report/formula field using the 'Open date' of a case and the 'Close date' of a case. These are both Date fields. I simply want to show how ...
3
votes
1answer
53 views

Do cross object formulas only work if the lookup field is on the same object as the formula field?

I have recently been using cross object formulas (I'll use COF for notation) for the first time, and as far as I can tell the only way to use fields from another object is if the lookup is from the ...
1
vote
1answer
55 views

TIME display issues

I am using Startdatetime_c custom field as a Date/Time data type, when am inserting a record in salesforce as Startdatetime_c = 26/03/2014 10:00.This record is inserting as per my request, but when ...
-1
votes
2answers
30 views

Workflow Rule Creation

I want to send the mail only when creating the new contact through workflow. so what criteria i should set in the criteria field. Note: if I update the contact no need send the mail.
0
votes
1answer
50 views

Execute workflow if picklist value is NOT equal to “ABC”

if pick-list value of Lead Status is not equal to "ABC" i want to execute workflow rule. If it is equal to "ABC" it shouldn't run the rule. How do i achieve this in formula field. I tried using ...
1
vote
2answers
25 views

Ancestor lookup in service cloud console

My Case has a lookup-field for Contact, which in turn has a lookup-field for a custom object Customer. How can I directly open the Customer record in a subtab from the Case detail page? So I'd like ...
0
votes
1answer
29 views

How to work with field update in workflow?

I have two fields, A and B i am using workflow on both field for field update... criteria is like, If A = 1 then b should be 1.. both are picklist fields..Like A contains HI,none b contains HI,none ...
2
votes
3answers
79 views

Formula Field Deployment to Production

I am trying to deploy a couple of formula fields from sandbox to production but I am receiving this error: The formula references fields across 11 relationships while only 10 are allowed. Now I know ...
2
votes
1answer
54 views

Workaround on 5000 character limit on formula field without writing a trigger

Does anyone know a workaround of the 5000 character limit on a formula field without having to create a trigger? I am trying to get the country ISO codes using a case statement but I'm hitting the ...
0
votes
0answers
61 views

Image is not Displaying properly?

I have used this formula to show different image based on stages. CASE(Stage__c, "S1" , IMAGE("resource/1386053185000/StageColorPink", "pink",15,15) , "S2" , ...
2
votes
1answer
81 views

what is the syntax for selecting multiple picklist values using ISPICKVAL?

I want to know what is the correct formula syntax for selecting multiple picklist values? For example ` and(isblank(First_Submitted__c),ISPICKVAL(StageName, "Submitted,Awaiting Recontract,Won ...
0
votes
0answers
42 views

Average column in matrix report

I'm trying to create report no 7 in the link below (Opportunity Conversion Ratio report) http://www.dmzinteractive.com/blog/10-must-have-sales-management-reports-your-salesforcecom-dashboard I'm ...
2
votes
2answers
211 views

Formula field change doesn't cause trigger fire

Assume we have ObjectA__c with Field1__c and ObjectB__c with formula field Field2__c which is formula to ObjectA__r.Field1__c. I expected change of record field Field1__c of ObjectA__c would cause ...
0
votes
1answer
63 views

How to calculate the Length of Sales Cycle

Formula for calculating the Length of Sales Cycle ?? where Length of Sales Cycle = Average Time in Days between opportunity created date and closed date for all closed opportunity (“StageName = ...
1
vote
1answer
29 views

get Activity Owner's Role from the Org Hierarchy

Is there a way to get the Activity Owner's role in the hierarchy as part of a formula?
2
votes
1answer
59 views

Update Formula on Custom Field via API

I am about to add a lot of Formula fields to our opportunity objects, but they will all be pretty much the same (calculating the business hours between 2 datetimes) The only way I currently know how ...
0
votes
2answers
55 views

How can i use created date in User object formula field?

I need to create a formula field on createddate of user object to parse the month and year from it .But this field is not visible in formula merge options.But this field is visible on reports ...
2
votes
2answers
41 views

How can you add a character or symbol to a formula?

My formula is generating the quarter as a single numeral. So the result is either 1,2,3 or 4. I want to have it show as Q1, Q2, or Q4. I can't just put the Q in front of the formula ...
3
votes
1answer
34 views

Searching “everything” in Salesforce

I don't see a similar Question here or via Google searches. Is there a way (I would presume it would be outside the SF GUI) to search "everything" in SF? That would translate into all object field ...
3
votes
0answers
84 views

Long text area in formula work around not working

There is a workaround using workflows as mentioned here. I've had trouble getting this to work in my scenario, was wondering if anyone could shed some light on this. I have two objects: 1. Price List ...
0
votes
1answer
47 views

Report - Count number of non-empty records in a row

I'm dealing with quite simple thing. I need to count number of non-empty records in a row. As a result of a formula I want to have a percentage of email addresses in my Contacts. I'm using Salesforce ...
0
votes
3answers
241 views

Unable to reference a formula field in roll up summary

I have a formula field Broker_value__c on opportunity product which is a currency field. I need a sum of this field for opportunities closed today in my opportunities. I also created a formula field ...
2
votes
1answer
37 views

Getting the comma out of YEAR function in salesforce formula builder?

I have a YEAR(CloseDate) which required to be a number field type. And when I try to convert it to text to get rid of the 2,014 comma with something like this... TEXT(YEAR(CloseDate)) or this... ...
4
votes
2answers
143 views

CASESAFEID() apex equivalent

Is there any function in Apex which could emulate functionality of the CASESAFEID() formula function? I'm trying to get 18-char Id variant from the standard one.
0
votes
1answer
55 views

want to update fields in 2 differnet objects using formula field

I am having 2 objects "account" and "contact" with common field "city" which is a lookup field. If i update city field in account (eg:mumbai to chennai) it must update it in all fields of contacts to ...
1
vote
2answers
272 views

Roll up summary trigger for formula field

I have two object which are in lookup relationship Opportunity_c(Parent) and Recipt_c(child). And i have Due_Amount__c(formula) field in child object i.e Due_Amount__c = Payment_Schedule_c - ...
1
vote
1answer
51 views

Refer to multiple records of an object in a formula

I am trying to create a formula field in salesforce.com that refers to a field value in two different records that are one above the other in a table. For example, ID | TEST | 123 | ...
4
votes
2answers
200 views

Formula to cut word from a text string

Hi I have a field as 'Category' which can take string separated by comma (,) e.g as below Category = Exhibition_Sport and Leisure, Family, Family_Sport and Leisure, Sport I am trying to cut the ...
1
vote
2answers
67 views

Filter a report by formula field with image

I have a formula field on an object that displays an image if certain criteria are met: IF(Anonymous__c , IMAGE("/servlet/servlet.FileDownload?file=015A0000001dCp6", "Anonymous - Do Not ...
5
votes
1answer
290 views

Calendar Week Date Range as a formula field

Is there anyway to modify this to look at a different date versus Today? Such as a custom date field? Any help would be greatly appreciated! Is there a formula to display the calendar week I want ...
3
votes
1answer
87 views

SFDC regular expression to catch the word with repeated characters

I am going to use the regular expression to catch the word with repeated characters (letter, digit, or underscore). I found pretty interesting results during my testing. If I am using apex code, ...
1
vote
1answer
151 views

How do I write a formula using both a picklist and a checkbox?

I've added a picklist field "Lease_Lease_Assign_Applicable__c" with the choices being "Yes" or "No". There is a checkbox field "Lease_Assignment_Received__c" that I will also use. This field has ...
5
votes
1answer
443 views

How do I write a formula using a picklist and a date field?

I have a picklist field for "Interview Applicable" with the choices being "Yes" or "No". I also have a date field for "Scheduled Interview". I have a third field that is a text field. I'm trying to ...
4
votes
1answer
197 views

calculate date(formula field) based on two fields

Start and End Dates need to be calculated date fields (formula) based on the Fiscal_Year_Start_Date__c field on the Account and the Fiscal_Year__c. Example: If Fiscal_Year__c = 2013 and ...
4
votes
2answers
64 views

Hyperlink only in the list view not in the detail/edit mode

Im creating a cutom object 'Custom Case' exact replica of Case object. Subject is hyperlinked to the Case detail view in the list view. But it is not hyperlinked in the detail view and edit mode. How ...
2
votes
0answers
65 views

Exclude specific dates from aging formula

I'm trying to come up with a way to exclude specific dates (holidays) from the following formula: IF( IsClosed, CASE(MOD( Opened_Date__c - DATE(1985,6,24),7), 0 , CASE( MOD(Closed_Date__c - ...
1
vote
1answer
363 views

Counting multi-select picklist selections in a formula

I would like to ask something about FORMULAS. I have a multipick list field where the user select one or more options(text), i would like to count how many options he select and multiple that for one ...
1
vote
1answer
749 views

how to update parent object field with child object's field?

I have 2 objects: Account as the parent object and Account Team Member as the child object. I want to update a field (Customer_Lead) on Account object with the Name field of Account Team Member ...
5
votes
1answer
169 views

How to filter standard picklist based on formula field?

I am trying to filter the standard Type picklist on a standard object based on a field on the connected Account (if it is connected). Furthermore, this picklist has to be filtered on the initial ...
5
votes
1answer
115 views

Why does this formula not evaluate to true?

I have a time based workflow but the criteria I have set up is not being evaluated to true even though the results are the value that I believe them to be. Here is the debug log showing the workflow ...