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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2
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1answer
33 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
28 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
21 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
21 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
15 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
21 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
24 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
17 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
22 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
17 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
38 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
18 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
19 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
36 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
27 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
31 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
26 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
19 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
37 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
1answer
39 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
38 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
34 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
36 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
21 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
34 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
44 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
21 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
34 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
48 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
58 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
25 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
48 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
30 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 ...
0
votes
2answers
32 views

How to tally up checkboxes that are checked

I'm creating a report that Calculates DPMO (Defects per Million Opportunities). I need to tally up check box fields that are checked. How can I do this in a formula field?
1
vote
1answer
25 views

How to calculated the the completion percentage by using the formula field

I have created the below fields. Total Task - number field Completed Task - number field Completion Percentage = ? Formula field. How to calculate the completion percentage and show up in the above ...
4
votes
1answer
119 views

Using advanced IF in Formula field

I am trying to get the percentage of process completion. I have some checkboxes, and I want to check if each one is checked or not. For every checked box, I will increase some value and then get the ...
1
vote
1answer
41 views

a formula field displaying an image is not working in partner community sf1, but is fine on sf desktop

a formula field displaying an image works fine in internal org and partner community salesforce desktop, but it does not on sf1 in partner community formula IMAGE(Photo__c, "Photo Unvailable", 200, ...
0
votes
1answer
26 views

Scoring Formula using multiple record types

I have a field that is common to several different record types, but the way it is scored is different for each. I am looking for assistance on how to write a formula that populates the same field ...
0
votes
1answer
43 views

Calculate distance between 2 decimal gps coordinates

I'm trying to calcultae the distance between two GPS coordinates in decimal format using a formula field in salesforce , any clues? thanks in advance
0
votes
1answer
30 views

Does the cross object formula trigger flows?

I have a cross object formula and a flow, which triggers when the custom objects record is being created or updated. Now let's assume custom_object__c and opportunity object. ...
0
votes
1answer
36 views

Create an email reference thread id for a custom object

trying to create an email reference thread id for a custom object. I found the following field formula on the web. FORMULA ref:"&LEFT( $Organization.Id , 4)&"0"&RIGHT( $Organization.Id ...
6
votes
1answer
94 views

Validation Rule to count words

What I'm trying to do a validation rule to count number of words in a text field and return an error if field have more than 80 words. Validation Rule Condition Formula NOT(REGEX(TRIM( ...
3
votes
1answer
37 views

Formula with two different objects

I'm trying to write a formula that looks on object A for a specific word in a field, and if that is there, to than on object B take sales total minus the value tied to object A. Here's what I have so ...
1
vote
0answers
13 views

How to user the object “FiscalyYearSettings” in the custom formula field?

I want to use the standard object "FiscalYearSettings" in the custom formula field. But it seems that the system can not distinglish this object. Can anyone tell me whether we can use this object in ...
1
vote
2answers
42 views

reports for next three months

I need to create a report in salesforce for the custom object from a particular date field. I do not want to do it from filter criteria "Next 90 days". The scenario goes this way: I have a ...
1
vote
1answer
35 views

Role Hierarchy level-based stamping via Apex/Workflow

Good morning! Trying to use Apex or alternative methods to stamp a Role Hierarchy's senior levels into custom text fields based on the Record Owner's position in the Hierarchy upon status change. ...
1
vote
2answers
38 views

Compare initial opportunity amount to most recent opportunity amount in reports using formulas

Im trying to do something thats plagued me for years in salesforce reports. It feels like it should be relatively simple but for some reason i struggle to get it to actually work. My actual setup is ...
1
vote
2answers
59 views

What does the formula look like if I want a checkbox OR date fields to be true?

Basically, once an opportunity is 100% closed/won (stage change), I'd like to have either of the following: the checkbox copying Contract Start/End dates to Billable Start/End dates = true (if all ...
0
votes
3answers
65 views

how to update 2 fields of 2 different object if the condition is true in 1 workflow?

Hiii, I want to know that how to update 2 fields of 2 different object when the if condition is true in 1 workflow in salesforce???? eg ...
0
votes
2answers
66 views

How to add hyperlinks to icons in email templates using letter heads?

how to add hyperlinks to image/Icons in email templates? I have tried using Formula field. Eg. HyperLink("www.google.com",Image("/resource/image/googleIcon.png","Google"), "google") The ...