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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15 views

How to write a formula containing multiple picklist fields that populates a % field each time picklist marked “completed”

IF(ISPICKVAL( X2_1_1_Team_Cleared_o_Work_Onsite__c , "Completed"), 0.33, IF(ISPICKVAL( X3_1_4_Chief_Scribe_Training__c , "Completed"), 0.66, IF(ISPICKVAL( x3_4_2__c , "Completed"), 1, null))) ...
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19 views

Julian date to salesforce format date

We have the data coming from external application to salesforce where the dates are stored in Julian format in 6 digits in external party application. . Can you please help me to convert this to ...
2
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3answers
27 views

Getting custom field old values using formula field

I have a phone field in custom object which stores phone number which is updated when we get new phone numbers. I need to find the old phone number using formula filed. Can anyone please help me in ...
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1answer
23 views

Excluding Record Type from Validation Rule

I'm trying to exclude the following record type from this rule, and I have tried just about everything I can think of, And( If( &&(before and after). Anyone see any mistakes? ...
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1answer
26 views

When new account is created inform everyone

I was thinking to create something like the following. When a new account was created a message to inform every sales agent that we have a new client in the company.That message to be shown as visual ...
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22 views

Conditional Discount Formula field

I Have to make a formula field in which i have to show Conditional Discount..Ex- Lets take AMOUNT , DISCOUNT, and FINAL AMOUNT field. IF Discount is in between 10-50 % then add 500 to the resulting ...
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1answer
20 views

Create a Lead vaildation rule that disallows moving backwards but with a few exceptions

Given the Lead Statuses I have, and in the order they appear, I need to be able to accomplish two things with a validation rule: 1 In general no lead status can change backwards with the exception of ...
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31 views

Mixing of Name and Phone Number in formula field

I wants to Create a formula field in which i have to add My first name and Phone number together. But that should be in this way- First four Words of "first name" and Last four digits of Phone number ...
2
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1answer
45 views

Including more crtieria to if statement on Apex class

I need some help I have an apex class which needs amending so it works on more than one criteria. Currently the class works if “Type” Contains the word “Meeting”. But I also need it to include the ...
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1answer
48 views

Calculate MAX between group of date fields

I have seen several posts about this, but all posts manage to successfully calculcate which date is the MAX (the one closest to today) but do not then return this date, only the number of days between ...
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2answers
42 views

progress bar formula

I am trying to develop a formula that will give me a progress bar with images in the campaigns The idea that i want to achieve is that I have days from the start of the campaign till the end of the ...
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1answer
17 views

Field Update, leave unchanged if there's a value in the field

I'm trying to create a field update on the Amount field in the Opportunity. If there is no Amount and that the Opportunity is Qualified, I want a default amount to be added. However if there is ...
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37 views

Exclude weekend and holidays in salesforce formula field

I have a requirement to show the 1st Followup due date (which is 3 business days from the service Due date), 2nd Followup date (Which is 6 business days from the Service Due date) and 3rd Followup due ...
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1answer
176 views

Formula to calculate the difference between two date/time fields in hours:minute format (values in 12-hour clock format)

What is a formula to calculate the difference between two date/time fields in hours:minute (both date/time values in 12-hour clock format)?
5
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1answer
132 views

Create a currency formula field with no decimal places for Standard Page Layout

We have the following challenge with currency fields: Scenario: On child record(s) (in a multi-currency org) we have pricing information which is stored as a currency value with 5 decimal numbers in ...
2
votes
1answer
32 views

Comparing a field value to a large list of potential values

I'm looking for a way to compare the value of a field to a list of potential values (static, not from another field) and then put the result (True if it's on the list, False if it is not). The actual ...
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3answers
33 views

Image Formula Field Isn't Working

I would like an image to show based on the "Rating" field picklist value. I keep getting syntax errors. Here's what I have. IMAGE( IF(ISPICKVAL(Rating, ...
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20 views

Using Find to Substring in formula field

I'm trying to substring the following sentence which sits on another field called Item_Accounting_Class__c 1111111100-Testing(ESS) I need to pull the ESS out of it, which will always be encaplsed by ...
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2answers
31 views

Chatter Plus License, Custom Objects with Formula referring to Standard Object

If I have a custom object that has formulas pulling information from related standard, not custom, objects. Will our chatter plus users be able to see the information, or would they have to be full SF ...
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21 views

calculate the ratio of days left to days in month

When creating a formula in a report, I need the syntax to calculate the fraction or percent of days past in the month versus days left in the month, e.g., if month ids 30 days and there are currently ...
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1answer
47 views

Using formula to exclude weekend and holidays in salesforce

I have a requirement where in, i have to exclude public holidays listed below: (14-Jan-2015, 26-Jan-2015, 06-Mar-2015, 17-Sep-2015, 02-Oct-2015, 22-Oct-2015, 11-Nov-2015, 12-Nov-2015, 13-Nov-2015, ...
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2answers
34 views

If statement in formula field

I am trying to develop a formula to determinate current days until the end of a campaign. For that i have the following fields Start Date End Date Days from Today to End Date The code that i am ...
2
votes
1answer
16 views

Prevent user returning from 'Qualified' Lead status value

Requirement: When users set lead to 'Qualified' I want validation to prevent them returning to any other status. I have tried the below but the validation kicks in when I am trying to convert because ...
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2answers
42 views

Help with formula to concatenate fields, if both fields are not null

Please help with the formula below. I'm trying to concatenate two fields if they're Null. Thanks IF(ISPICKVAL(Service__c,"") || ISNULL(BusinessID__c), NuLL,Service__c && BusinessID__c)
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1answer
43 views

ISNUMBER() Formula function not behaving as expected

I am using a managed app that provides Local Time fields based on a Lead or Contact's country and phone number. Great stuff, very useful. I am trying to create my own formula field, based on the ...
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0answers
23 views

formula field displays error in visualforce page

Below is my visualforce code where 'Customer_Status__c' is the formula field. But this code is genertaing an error which I can't find because the page is displayed on portal force.com site. ...
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29 views

After creating hyperlink formula field, it is not populating to the record after clicking from salesforce

After creating hyperlink formula field, it is not populating to the record after clicking from salesforce report HYPERLINK( ...
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1answer
64 views

Having trouble with a roll-up summary field that is trying to use a formula(date) child field

What I want to happen: Each opportunity has a custom formula field, with a return type Date, called "CASL Implied Consent Expiry date". If the OPP is Stage=Closed LOST, the Expiry date will be the ...
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1answer
21 views

Formula for the first Monday (or Weekday) of the Month

How can I find the first Monday (or a given Weekday) of the Month? For example, this month Jan 2015, the first Monday is Jan 5th 2015?
3
votes
2answers
64 views

Upper / Lower case

I need some help. Aim - If a user enters the first name in caps lock, I want a formula to keep the first letter as a capital and then the rest being lower case. (However there are some additional ...
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2answers
52 views

How do I assign a numeric value to a picklist text value and multiply by a number field?

I have a picklist with 4 text values. I want to assign a numeric value to each text value. I then want to multiply the chosen value by a number field. Can anyone help me with the syntax? Picklist ...
-1
votes
1answer
39 views

Salesforce Picklist If Formula

I need some help. I need to create a formula to say If field “Type” = Email, then field Nature_of_Meeting__c is not required. If “Type” Is any other value then Nature of Meeting is required. Field ...
3
votes
1answer
42 views

How can I avoid this JSENCODE() error when the help text is blank?

I've written a VF page that uses a lot of JavaScript. One particular pattern is giving me some trouble. I'm pulling the help text into a JavaScript object array, like so: var columns = [ { ...
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1answer
58 views

Report Filter for CloseDate is from Past Month

I have following Formula on my Validation Rules, I want to find out which of my Existing Records comes under these validation rules, So, I am creating Report for it. I am unable to FILTER Following ...
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2answers
39 views

How to get Gmail Email address from user logged in Salesforce with Formula

What i am trying to accomplish if is possible is I want to get the email address from a user logged in Salesforce. How this should work. I have User that is Manager in Salesforce. On that user 5 ...
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0answers
40 views

Email notification on password expiration

I need to send an email for all users using one particular profile if password expires within next 30 days... Implemented workflow similar to the one in ...
1
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0answers
23 views

Unable to change the target field of a managed rollup summary. What's the reason behind that?

I just found out that I reference the wrong field in my SUM Rollup Summary field. It is managed and was already released. And it seems I cannot change this anymore. 1) Why is this not allowed while ...
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2answers
48 views

Formula to display string as hyperlink

Have a text field 'Summary' with ids as values and Summary1 with names as values Summary = a00o0000001Lgmb,a00o0000001LZRN,a00o0000001id76 Summary1=new product,product1,product2 Have created a ...
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2answers
123 views

Need to create a formula to calculate number of days between two date fields accross objects

Need to create a formula to calculate number of days between two date fields accross objects I have created a formula field to calculate the number of days between two date fileds Date Type = formula ...
1
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1answer
80 views

Formula to populate date field

I have a field called Contract on the lead object. I also have a formula field called 'Contract Number' on the Lead object which should get populated with the Date that the 'Contract' field was ...
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17 views

Formula field in Campaign Member Section

I don't know if this is possible to do with formula but lets try. I am trying to develop a formula that will give me the times opened from certain lead that is under campaign. What i am trying to ...
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0answers
24 views

Display a value dependent on picklist value and last modified

I am trying to create a formula that is based off of the stage, and when it was last modified. The criteria are as follows: If Stage = Submitted and Date Submitted and Date Last Modified are the ...
1
vote
2answers
79 views

Formula across objects

I have a custom object "Reporting__c". This custom object is linked to MyContracts__c, which is a child of Opportunity. I need to display a field from Opportunity on my Reporting__c object and I ...
2
votes
3answers
71 views

Case number range formula

I've developed a formula that was functional for my Leads. The formula was giving which lead is cold,warm or hot. Formula below: CASE( Formula_SUM_ALL__c , -30, ...
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1answer
15 views

Formula that depending the date of payment will assign the value of that payment

Another question from a newbie( most probably a silly one). I have dates of payments(date) with payments(currency). I created an amount paid field where CASE( Payment_Date__c , Relation__r.X1__c , ...
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0answers
14 views

Date Help formula

I need some help with creating a new formula In excel the formula is simple; I just don’t know how to replicate this in salesforce. Column A = Created Date Column B = True Last activity date Column ...
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52 views

Greater than date formula

stupid question i need to create a new formula field which tells me what date is greater either "true last activity" or the contact "created date", Object: contact field:true last actvitiy: IF( ...
1
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1answer
52 views

Multi-select picklist to give additional value

I am trying to edit one formula to have one additional value in the specific result. Basically I've added additional value in the multi-select picklist (N/A), and I want that value to give the same ...
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1answer
39 views

WorkFlow Formula Question

I am trying to use this formula for a WorkFlow but Salesforce keeps giving me errors about two fields which are picklists. Anyone know what I am doing wrong? This is the code and the error is ...
2
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0answers
35 views

PREVGROUPVAL on Opportunities with Products and Schedules

I have revenue scheduling enabled, so that I can calculate the daily revenue for opportunity line items for a given date range. I would like to do a YoY report, to see the Q3 2014 (previous quarter) ...