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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1answer
13 views

How do I use picklist values as a number value?

I have a picklist consist of {Low, Medium, High} and I want to use them in a report. But somehow I have to convert them to a number value like {1,2,3} to be able to calculate summary. What do you ...
1
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1answer
30 views

Easiest way to display a pdf with detailed instructions for users (can be URL)?

I have converted an Excel doc to a pdf I have stored in Google Drive and saved it with permissions so anyone with the link can view. I'd like to make it available in Salesforce on all records of my ...
0
votes
1answer
15 views

Create a Contact History report that shows only one row

I created a report on Contact History and I summarized the report by Contact Id. I need to use the Edit Date of that report to mass update records but the summary shows multiple lines from when the ...
0
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0answers
20 views

Stop Start Business Hours Timer for Custom Object

I send the data from a custom object up to a supplier (also on Salesforce) where they work it and move it from a status of New through to Approved. One of the interim statuses (not mandatory) is ...
1
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1answer
30 views

This Week v. Last Week… How can I create a report that shows this week and last week's data?

I am building a series of Sales reports that show things like amount of deal. Our executive staff wants the dashboard to show last week's records and then current records. I have current weeks ...
1
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2answers
39 views

Formula field: Concatenate Picklist and text field

I am trying to create a formula that concatenates the following fields: mytext__c (text field) -- example: tt mynumber__c (number field) -- example: 10 mypicklist__c (picklist field) -- example: no ...
1
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0answers
31 views

Unread by Owner field on a custom object - Any workarounds?

Is there a way I can create a custom field in my custom object which can tell if that record is read/viewed or not ? (without having to Edit the record). Thank you!
-1
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0answers
25 views

Average cases per hour

I'm trying to calculate total number of case closures per hour for a working day of 7 hours. I have created a simple formula that averages the total / 7 hours. What i really want to do is do ...
0
votes
1answer
18 views

How to create a validation rule so that only two users A and B can change values

I need to create a validation rule on two picklist fields n same custom objects so that only two users A and B with same profile can change values on that field,rest other users cannot change values. ...
0
votes
1answer
47 views

Date Formula Field Problem

I have two dates fields as (Procedure_Code_Date__c and Service_Date_To__c ) on my object.And i want to make a new formula field for if one of the dates is null then other one will populates or if ...
0
votes
2answers
29 views

Compiled Formula too big Max is 5,000

I was trying to enter the below formula into a new formula field to track Contract End Dates when compared to a picklist and date field, while incorporating leap years. But I hit a compile Limit, I am ...
0
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0answers
27 views

How to Parse Different Number of Characters in a String

I am using the email to case functionality in Salesforce. The email creates a case, and the body of the email populates in the description. I created a workflow that will "find" the phrase and then ...
1
vote
1answer
24 views

Formular Field : Adding month to date gives an #Error

In a Formula Field; I tried to add a month to the date and subtract some other date value as follows but the formula returns me "#Error!" in the UI DATE( YEAR( reportDueDate__c ), ( MONTH( ...
0
votes
2answers
29 views

Workflow that executes any time a record is changed or page is accessed

I have created a workflow and field update to go with it. I have made the workflow evaluate each time the record is created, and any time it’s edited to subsequently meet criteria. I have made the ...
1
vote
1answer
30 views

Picklist Sum Formula Question (shortened) [duplicate]

I have created the below-pasted formula to SUM the numeric picklist values and the compiled size is 6,217 characters to a maximum of 5000. How can I rectify? IF(ISPICKVAL(CR_Form__c, ""), 0, ...
2
votes
3answers
99 views

Picklist Formula Sum Question

I have created the above formula to accomplish a sum of 20 number value picklists and it came out to 6,233 characters. As you all know, the compile limit is 5000. What can I do to circumvent this? ...
3
votes
0answers
36 views

Picklist Sum Formula Question

I received a request to create 20 numerical picklist fields and a formula summing the chosen numerical character. In this case, it is merely adding several selected numerical picklist value to each ...
2
votes
1answer
37 views

Formula field - Compiled formula is too big to execute

You probably have been facing such issues in the past, the Formula field I wrote to calculate the Time remaining to complete cases seems to hit a size limitation. The problem arises when I try to ...
2
votes
1answer
35 views

Need assistance with formula syntax

Trying to utilize a picklist value to modify a territory assignment identified by state. My original formula, very simple: IF(LEN( {!State})=0, "None", IF(CONTAINS("AK:AZ:CA:HI:NV:NM:OR:UT:WA", ...
1
vote
1answer
25 views

Getting flow to reference a choice's “stored value” instead of its label

I have a flow containing a date/time selection screen comprised of a date picker and a dropdown field with different time values. Since I'm creating an Event I then have a formula field which puts the ...
1
vote
1answer
25 views

How to use formula in custom button defination

In below custom button defination I want to use RIGHT and FIND function in 4th line, how can I use, please suggest /006/e? &retURL=%2F{!Case.Id} &accid={!Case.AccountId} ...
0
votes
0answers
16 views

Visual Workflow, determine day of the week from entered date [duplicate]

I'm trying to achieve the following within Visual Workflow -Based on a date entered, I want to construct a formula that will calculate the day of the week -from this day of the week, I want to be ...
3
votes
1answer
35 views

Create unique label & values for a custom Picklist field

I want to create a custom picklist field that would represent a packaging type which would in turn represent a divider for the shipment's total quantity. For example, if the dropdown had the following ...
0
votes
1answer
40 views

Adding months to a Date field using formula in SFDC

I tried the same formula which is given in https://developer.salesforce.com/forums/ForumsMain?id=906F00000008vsfIAA with my fields substituted(added 36 months in my case) and I got an error saying Mod ...
1
vote
2answers
25 views

Hyperlink formula field to open in the same page

I have formula field (hyperlink) in contact object to open a record that is related to account object. But the problem is the link opens in new tab and users want them to open in the same page like ...
0
votes
1answer
24 views

Formula needed for report of percent of grand total

I have a report with that has a grand total of number of people. The report is grouped by a status. How can I create a formula that gives me the percent of people in each grouping divided by the grand ...
0
votes
1answer
25 views

Campaign Member Custom Fields

I need to create several campaign member custom fields for reporting purposes to measure campaign membership by acquisition Channel and Medium. Ideally I could create a campaign member field for each ...
1
vote
2answers
64 views

How to pull SAML Federation ID into a Formula Field?

One of my custom objects have a relationship with User object. I need to pull SAML Federation ID (Field Name: FederationIdentifier) of User object into a formula field in the custom object through ...
1
vote
1answer
21 views

Reference Fiscal Quarter (Current FQ /Previous FQ) in Formula field

I have a custom formula field on Accounts called 'Has Activities this Quarter' which I would like to display 'Yes' if there is activities created against the account in this current fiscal quarter, or ...
2
votes
1answer
21 views

Subtract two Date fields of datatype 'Date' and output in Hours. Did tried many formulas found online

So I have two Date fields of type Date which will populate date using field updates by Workflows. Formula used - Today() // Note: I also tried using Now() I have a third field formula field of ...
0
votes
3answers
40 views

How to use += operator on formula field?

On Delivery note Line Item , I have the field Delivered_Quantity__c ( number type ) and , I 'd like to record the total number of this field for each items . So the idea is I create a new field called ...
1
vote
2answers
40 views

Incorrect parameter type for operator '&'. Expected Text, received Number (Related field: Formula)

I have Pin field which is a formula field and PIN should be DDMM part of DOB of customer. I have written a foll formula and it gives error DAY( Customer_id__r.Date_of_Birth__c ) & ...
1
vote
2answers
37 views

Validation Rule

I am a bit lost on how to complete this validation rule. If a user chooses "Yes" from the picklist, I would like a reminder (error message) to appear at the bottom of the field advising them to ...
1
vote
1answer
33 views

Nested If Statment Formula field for Text fields

Hi I am trying to create a formula field that will provide a geography field based on the value of one or more fields. I currently get the followign error Error: Incorrect number of parameters ...
1
vote
1answer
20 views

Cross Object Formula Field

i need to update a picklist value (in Contact object) when in account object is selected another value.I know that this is possible with workflow but my customer has a professional edition. Can i do ...
1
vote
1answer
38 views

If formula to return either the lead company name or contact on a related object

Good Afternoon All, I need some help with a formula. Aim – Create a text formula which returns either the Lead company name or the contact company name based on criteria. Criteria – If the lead ...
5
votes
2answers
47 views

How to denormalise a Master-Detail relationship

Contacts have Specialities (skills) to sell so I have a Master-Detail from Contact to Speciality. We sell Product (1/2 day, full day) for those Contacts so the Product has a lookup to the Contact. ...
3
votes
2answers
40 views

Workflow Formula Help

I'm trying to setup a workflow rule condition. The field is Record Type and it is a picklist field. ISPICKVAL(RecordType.DeveloperName, "Prospective Customer") Anybody know why I'm getting this ...
1
vote
1answer
41 views

How to Round to nearest 1000 in Visualforce / Formula?

How does one round a number to the nearest 1000 in Visualforce or in a formula?
1
vote
1answer
48 views

How to replace a workflow field update by a formula field?

I want to replace a field update which has got formula as TEXT( $User.UserType__c ) by a formula field. The scenario here is if I create an account a text field called as Creation Origin will get the ...
1
vote
2answers
24 views

update the field of 1 object with the other object when the record is created on lookup relation

I have 2 objects object1__c and object2__c. the object2__c has a lookup to object1__c now I need to update the custom date field on object1__C with the createddate system protected field whenever a ...
0
votes
2answers
41 views

how to perform calculations on vf page in EDIT mode?

I have quantity and price fields to be entered by the end user on a vf page. Is it possible to show a formula field 'total amount' which will be quantity*price on the vf page in the edit mode itself? ...
3
votes
0answers
47 views

Preparing for The Split - using URLFOR

I tried to post this in the Salesforce developer forums, but when I hit 'Submit' I just get a bunch of HTML code. I have this formula ...
1
vote
1answer
24 views

Formula field based on time-range

am currently using Professional Edition and I have a requirement where I need to report on only Active Accounts. An active account is an account that does not have a new opportunity created in the ...
0
votes
2answers
37 views

Format a day from date as 15th instead of 15

I have a formula text field that convert the date from 15/06/2015 to 15 June,2015. Is there a way to get the postfix portion of the date ie : 15th. My formula is : TEXT(DAY( Wedding_Date__c ))+ " " ...
2
votes
3answers
50 views

Opportunity validation rule not firing when fields are blank

I'm trying to get this validation rule on Opportunity to fire off whenever StageName = 'Decline to Bid' AND either Lost_Reason__c(Picklist) is blank OR Lost_Details__c(Text) is blank. In other words, ...
1
vote
2answers
88 views

Declaratively create logic in your org that prevents two Opportunities from being created on a single Account in a single day

Found this question on sfdc99.com as an example of possible Salesforce developer interview questions. Does anyone know how this can be done? Of course, without coding.
1
vote
1answer
34 views

Picklist value selection that will populate formula field date

I am trying to make a formula date field with will show Today's date ifa specific picklist value is selected. Here is what I have come up with IF(ISPICKVAL(Debit_Success__c , "Suspended"),TODAY()) ...
0
votes
1answer
67 views

Luhn algorithm check digit in formula field

I'm struggling with Luhn algorithm to calculate check digit for 14 digit length number. I found this solution here, hut it's only for 6 digit number. If I want to create it for more digits I'll get ...
2
votes
2answers
35 views

Ability to create a formula field that concatenates when data in input to a field

I found a workaround to do this, however, there are a few minor tweaks I need to determine in my formula structure. I created this formula, which concatenates and populates data based on if this ...