Tagged Questions

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

Giving formula values with multi-select picklist

I am trying to make a formula that will give values from a multi-select picklist and i want to know what is the fastest and cleanest way to do this? Video_Monetizing_tool__c != "No" to give a value ...
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1answer
19 views

Formula field - refer to another object

I have 2 objects with some custom fields. Obj1: Field1(picklist) Obj2: Field2(Formula), Field3(Checkbox) I want to say the following: if field3 is checked AND Obj1.Field1 == 'Value1" THEN assign ...
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1answer
20 views

Formula field giving a value 25

I am trying to set up a field [FormulaVideo] that will give a value 25 only if [Has_Video_Type__c] != None. Has video is a picklist field. This is where i am at. IF( ISPICKVAL( Has_Video_Type__c , ...
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1answer
9 views

Calculate Working days excluding Holidays in formula field

this code is not calculate the holidays CASE(MOD( Target_Date__c- DATE(1985,6,24),7), 0 , CASE( MOD( TODAY()- Target_Date__c,7),1,2,2,3,3,4,4,5,5,5,6,5,1), 1 , CASE( MOD( TODAY()- ...
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1answer
22 views

Picklist formula with OR condition

I want to create a formula field (Value__c) where I have to display 4 different texts (A, B, C, D) depending on another picklist field's value. I am trying to add an OR condition on my formula but its ...
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1answer
19 views

How to setup formula

How to create a new field and setup as a formula to pick up from Dealer region in account Object.
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0answers
26 views

Custom “IF” formula not returning correct records

I'm having a hard time with the following custom formula. I use this field in reports to determine if there are any data errors in our records. I can get the second scenario to work, but the first one ...
2
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1answer
32 views

combine 2 fields in 1 to use it in the “group by” section of the reports

is it possible to combine two fields in one and use that field to group by in reports? for example, i would like to combine ee id and ee name fields in 1 and show as 1 field in the "group by" section ...
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2answers
41 views

Need Help with Validation Rule(s) on Stage Changes

Need help with validation rules: Just found out our salespeople are not required to move their opportunities stage by stage. In other words, they can go from ‘Set Meeting’ to ‘Negotiation’ and bypass ...
2
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2answers
37 views

Images in Formula

I want to set up formula that will show same image multiple times. For example if i have a field Lead_Quality =10 should give one star. If i have Lead_Quality = 30 should give 2 same stars. This is ...
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1answer
50 views

Workflow Email Alert: Opportunity Close Date moves beyond current quarter

I need to send an email alert whenever an Opportunity Close Date is pushed out past the current quarter. This is the formula I'm trying to use, but the errors suggest that I can't use relative dates ...
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1answer
29 views

Formula to set Date/Time to EOD using CreatedDate

I have a requirement to report on cases that are not resolved by 6:00PM Local (end of support day). If the case comes in before 6:00PM then it must be closed by 6:00PM same day. If it comes in ...
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1answer
31 views

Formula Question: Record a date of first activity on contact object

I need to create a custom field on my contact object that records the date of the very first call that has happened with this contact. I thought about creating a formula field on contact, and then ...
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1answer
18 views

Create more than one Hyperlink in formula field

I have a custom field which is holding space separated values like: "India USA Australia Japan China". Now I want to make each value hyperlink separately in formula field something like : ...
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2answers
24 views

Is there a way to Map the “Lead Owner” field?

I need to upload a list into SF, using the Jitterbit tool. I need to map the lead owner field in SF with certain values on my .CSV file. I do not see "lead owner" as a mapping field to choose. Is ...
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1answer
29 views

Formula to send reminder

I want to send remainder to contact owner on the contact birthday date.I want formula to calculate whether the date is falling on weekend so that if it is Saturday I would send 1 prior and Sunday 2 ...
4
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2answers
66 views

Can anyone help with a formula to pull an email address from a text string in a standard field?

I am trying to pull an email address from a text string in the standard "Description" field on Case object. The below formula is correctly pulling everything AFTER the "@" symbol in the email ...
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1answer
22 views

Validation for close date

IF( ISBLANK( Close_By__c ), TODAY() - Open_Date__c , Close_By__c - Open_Date__c ) When i am using this formula for close date validate. An error is occurring like: Error: Formula result is data ...
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1answer
72 views

Rollup Summary to Calculate Weighted Average

As a child (master-detail) to my opportunity object, I have a custom object 'Transactions'. Each transaction has its own interest rate, transaction date, and amount. The opportunity has a term (in ...
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1answer
25 views

Calculating delivery date ranges based on order cut-off times?

We are trying to code the following delivery schedule http://www.fragilistics.co.uk/delivery-schedule into Salesforce, such that if a customer orders an item on Friday, Oct 24th and they're in Area ...
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0answers
23 views

Are variable length “Auto ID” numbers in formula possible?

In an implementation I am attempting to do, we are attempting to grandfather an existing nomenclature that exists for naming entities within a system. The current numbering system is a fixed 6 ...
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1answer
28 views

How to match a value in a child record with a parent record field value?

I am trying to create a workflow that allows 2 cross object, custom, picklists to match each other. However, when I create a workflow, there is nowhere for me to add a formula. Not sure if there is a ...
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1answer
52 views

Is it possible to pull values from other tabs for use in a formula?

Suppose I have two sets of tabs - an accounts tab and a second tab that tracks an entity that has a relationship with the accounts tab (say something like stores for instance). Suppose within this ...
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2answers
30 views

Dependent Formula Information

For Example - I have a formula that calculates all of my sales by region on an object and then I have a parent object that sums all of my regions sales together. If I have a problem on the Parent ...
3
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1answer
125 views

GMT Timezone in formula fields?

I have a field which calculates opendate-closeddate. It is in IST time zone and i need to display in GMT time whenever it is giving a result. Is it Possible to convert date/time from any timezone to ...
2
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1answer
130 views

Text formula to return characters between two “.” characters

I'm trying to create a formula field that returns a number. The source of the field is a text value such as the following examples. 0.0.004.0 1.24.004.0 3.336.004.0 4.672.002.0 The goal is to ...
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1answer
41 views

Running Total at Opportunity Level

I've a roll up summary field at the Account level call "Total Revenue". It rolls up summary of "Revenue" at the opportunity level. I have a request to show total revenue for each opportunity ...
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2answers
46 views

Formula to combine gender and language

I am looking for a formula which will help me for mass-mailings and marketing-mailings and so on. The salutation depends on the gender and language of the contact. I know that I can do both with the ...
2
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3answers
126 views

How can I convert formula to APEX trigger?

I have already exceeded my 5000 compilation code, now I want to create trigger for following formula from custom object. Formula 1 (Custom Field = Package Fee) IF(ISPICKVAL(Package_Option__c,"One ...
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4answers
235 views

What is wrong with this Formula?

I'm trying to create a workflow to set a Customer Tier (Text) to "A", "B" or "C" depending on the number of employee. The logic should be: C = 1-250 B = 251-500 A = 501+ The result is right for ...
1
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3answers
49 views

Can interdependent Rollups, Formulas and Triggers cause hard to reproduce bugs?

Let me try to ask this with out explaining my overly complicated case in detail. I have custom objects that heavily use formulas, rollup summaries and triggers. For the last days I am chasing hard to ...
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0answers
54 views

How to calculate Calculate max end date inTask Recurrence

I am creating a custom VF page for tasks. In the page one Recurrence field option is available. In this we can give the task a start date and end date. In the end date we can calculate max end date, ...
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2answers
130 views

Formula for calculating case age excluding weekends and holidays

I need to create a formula field or apex method for calculating case age (from CreatedDate to now) excluding weekends and holidays (as defined in the case's business hours). Is it possible with a ...
1
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1answer
40 views

Previous Month Formula

I'm trying to create a formula to check a box if the start date is last month. Not sure what is missing since it is checking the box for all records with a past month. OR( AND(/*Feb - ...
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1answer
43 views

Why is my workflow not firing? - “100 <> null” evaluates to false? null formula comparison issues?

Question In a workflow formula criteria, what's the expected behavior when comparing nulls with the <> operator? Details I've got a basic workflow that seems like it should fire but ...
0
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1answer
66 views

Creating a formula using a picklist and two checkboxes?

I'm looking to create a formula that returns different values depending on whether or not two boxes are checked, but only when a certain picklist value is selected. Meaning if a different picklist ...
2
votes
1answer
45 views

Duration as difference betweed to Datetime fields does not respect Seconds

It seems that Seconds are ignored in formula fields if you create the difference between Datetime/Time fields. Say you have two Datetime fields: End__c and Start__c Take a formula field Duration__c ...
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3answers
97 views

Loop through textboxes and ruturn one of them

I have three different text boxes(Email, Work Email, and Other Email) to enter email addresses. I created a custom field of type "Formula". I need it to loop through the three email(s) and return one ...
1
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1answer
61 views

VF Page Not Found issue with Managed Beta Package

When I am creating an Unmanaged Package and Test it in demo org - It works fine as I required, but when I create Managed Beta of the same package and Install it in Demo org and Test, It does not open ...
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2answers
50 views

I am having trouble with creating a number range IF formula

I want My formula to show Tier 0 if lifetime account Revenue is between 0 and 999, Tier 1 if Lifetime Account revenue is between 1000 and 10000 and so on. Here is the formula I have: IF ...
1
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1answer
36 views

Validation rule assistance

I'm looking for input on how to adjust an existing, working validation rule so that it doesn't fire when the running user is a specific Profile. Here is the existing rule: AND( ...
1
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1answer
43 views

Succinct Add Months Formula

Trying to do one but the characters involved mean that further calculations are impacted. Essentially, taking a date field, a months field, to get an end date field. DATE(year(SCD__c)+ ...
2
votes
1answer
67 views

Filtering query based on the value in Formula field

I am trying to filter a query based on a value in the formula field ,which is in hyperlink format .When i try quering the formula field based on its value its not returning any results.Is there any ...
3
votes
1answer
172 views

Formula Ninja to the rescue - Calculate Last Day date of period

In my CustomObject__c I define a time period by those 3 picklist fields: pkl_PeriodType__c { Year, Quarter, Month } pkl_Year__c { 2011, ...,2022 } pkl_Period__c { January, ..., December, Q1, Q2, Q3, ...
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2answers
43 views

Date & Picklist Fields with Record Type

I want to create a formula for a particular opportunity record type, comparing two date fields and returning one of two variations on a pick list. I've tried variations on the below formula but can't ...
0
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2answers
131 views

Access data in Visualforce/Formula fields through Custom Junction Object [duplicate]

I have three custom objects: Entity, Residency, and Address. Entity and Address have a many-to-many relationship; Residency is the junction object (two master-detail relationships.). Is it possible ...
0
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1answer
199 views

How to write formula based on pick-list value of the pick-list field

I would like to write a formula to count the number of days based on the conditions mentioned below.. If the Status__c (Picklist field) = Draft, calculate based on Now() - Last modifed date. If the ...
3
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1answer
588 views

How to use IF Statement in Formula field for checkbox

I want to copy data from one field in another if checkbox is true, I know I can do it by trigger but I want to do it in formula field, I don't know how to check the checkbox field my code is like this ...
3
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0answers
99 views

Can we conditionally render text in a non-Visualforce email template on a picklist?

I'm working on designing an HTML template as a possible workaround to a problem with Visualforce templates refusing to send when triggered from a workflow rule where the ownership changes, and the old ...
1
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1answer
35 views

Automatically generate Password using a given formula (Letter of First Name+ drop the zeroCIPSMemberNo+Firstletter of surname)

can anyone please assist me on formulating a correct formula for to automatically generate a password based on this given formula : (Letter of First Name+ drop the zeroCIPSMemberNo+Firstletter of ...