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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4
votes
1answer
41 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
25 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
9 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
1answer
24 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
22 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
24 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
28 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
51 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
32 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 ...
1
vote
1answer
36 views

Formula to update field with another field value if empty

I have a custom field called: Trader__c on the Account object. I want to write a formula for that field: If Trader__c is empty, then copy the Name field of Account in. I was thinking of entering ...
2
votes
1answer
26 views

apex:outputText remove LEFT

is there any possibility to use LEFT to remove first 5 characters of string? My records of UoM always have a first 5 chars as code, which I do not want o print out. <td> ...
1
vote
2answers
22 views

How would this date formula be structured? End Date = Start Date + Length in months)

I'm looking to auto-populate my End date field in the Opportunity Object. I have Start Date, End Date, and Opportunity Length (in months). Please help? :)
2
votes
1answer
60 views

XOR operation on two checkboxes in Salesforce

I need to make a selection of Gender. [ ] Female [ ] Male. Either one of them must be selected. I used following formula for validating. AND( Female__c = TRUE , Male__c = TRUE ) Using this, I ...
2
votes
1answer
52 views

Validation not firing properly

I have a validation rule: When the stage name is changed to "4. Proposal" then the max discount should be > 5 and Special_Pricing_Approved should be = false. My validation rule: ...
2
votes
3answers
46 views

How to check the Field value Case

I wanna check the field value should be the Case sensitive. So, how to achieve this by using validation rule. e.g John Milton Roa - Ltd.
0
votes
1answer
41 views

CREATING Formula Field

If the time is between 00:00 to 6:00 display "12AM - 6AM" .The field is text field. How do I convert the enter time as text to time from field time__c? update: Itz text field . Suppose i enter 14.00 ...
0
votes
0answers
29 views

Creating Formula Field to calculate the amount using exchange rates (multi currency)

What formula can I use, in Salesforce formula field, can I use to calculate the converted amount on an object using dated exchange rates in a muticurrency Org? I ask because I am using Zuora and I ...
2
votes
1answer
41 views

long text area ( formula )

I am trying to find number of lines of long text area field using (formula).As formula field doesn't supports long text area workaround is to use workflow field update formula(workflow field update ...
-1
votes
1answer
28 views

Validation rule syntax

I have an Account validation rule that fires when a specific picklist (Cooling Appliance) value is NOT selected on an Account that has a specific picklist (Program Name2) value selected on another ...
2
votes
1answer
41 views

Formula that return the date when the checkbox was selected

I am trying to make a formula which will return the date when the checkbox was clicked. This is what I got now and it's not working since it gives the value for all fields as same date. ...
0
votes
1answer
33 views

Every 1. day in month I need to update my custom number field with default value “2”

I don´t know how to do it via workflow with update field, because something must activate my workflow... It must be: Created or created, and every time it’s edited or created, and any time it’s ...
0
votes
3answers
37 views

Access to account fields within a contact

I'm creating a custom contact field using the "formula" data type and I'd like the field to access information from an account field. When I simply type in the name of the account field the "check ...
1
vote
0answers
63 views

How to assign new object to a queue using Process Builder, without using the queue ID?

I want to create a Case using Process Builder and the owner of the Case should be a specific queue. However, I don't want to hard-code the Queue ID in the Process, I consider that bad practice. The ...
1
vote
1answer
20 views

Chart to show Ascending formula values

I am not able to make the report show values ascending from Week 1 to Week 52.This is formula that i use from the backend and also an adding to my previous question. Adding Text before Formula that ...
0
votes
2answers
38 views

Adding Text before Formula that returns a number

I've developed a formula that will convert a date field into the week number.See code below. CEILING((( Trial_Account_Date_Created__c - DATE(YEAR(Trial_Account_Date_Created__c ), 1, 1) + 1) + ...
1
vote
1answer
19 views

How can I get a list of existing cross-object references without hitting the limit?

I am auditing our org - I'm aware that we're close to the cross-object reference limit on OppLineItem and Asset because we've hit it before, but have been able to rationalise various rules, formulas ...
0
votes
2answers
17 views

I want to print dynamic values in visualforce page with if condition. How can I do this?

If(Service == 'Tenant Referencing', 'References ','Policies ') + 'processed : '+ lstInvoice[0].TR_Count__c
0
votes
2answers
40 views

Incorrect number of parameters for function IF() what are the three required parameters?

This is the if statement i am trying to create for a workflow: IF( UnitPrice < Discount_Floor__c , Approval_Required__c = true ) it tells it expects 3 parameters and its only getting 2. Does ...
3
votes
1answer
76 views

Calculating date/time x working hours from now

I need to trigger an email notification 9 working hours after a particular field is changed in Salesforce. So if the field is changed on a Friday at 4pm, I need to calculate now() + 7 hours + an extra ...
0
votes
1answer
27 views

Set State picklist value in Mailing Address for a contact with a formula?

I'm importing CSV data from another system into SalesForce. The field for State is going into a custom text field. Then I have workflow rule with Field Updates to populate the built in address and ...
1
vote
1answer
22 views

Formula Help - Change in Business Activities by Month

I have a custom object that track business activities each month. I'd like to create a exception report that only shows change in activities (-15% or less) month over month. Example ...
1
vote
1answer
67 views

Changing text field value based on formula and a picklist field, trigger?

I have a CSV that is being imported in SalesForce under Contacts. There are 6 fields for training program type and a year for each one. All are in text format and the data comes from a another system. ...
0
votes
0answers
61 views

Adding Line Break in Text Email Template

I'm trying to add an address to a text template (not a standard address field), that only displays the second address line if it's present. However, I can't seem to get this to work. If there address ...
1
vote
1answer
35 views

Formula Field to get most current year from 3 fields

I have 3 different fields that track year in the form of text (4 characters). I'm trying to create a new formula field that would give me the latest year out of all 3 fields. For example: field1= ...
1
vote
1answer
31 views

Parent account field determine child account field values

I have a custom text area on Accounts called Geographic_Locations__c. In this text area, I list various US cities, each on their own line. What I am looking to do is to have each line of text ...
0
votes
1answer
36 views

Can you use line item values in formulas on the Opportunity page?

I am wondering whether or not it is possible to extract the values of the line items from a quote and use them in formulas on the opportunity page? We're looking to show how much of a potential deal ...
4
votes
2answers
130 views

Formula not evaluating null picklist value as expected

Trying to figure out why this formula: !ISBLANK(TEXT( At_Risk__c)) || !ISNULL(TEXT(At_Risk__c)) Evaluates to true when the value for the picklist At_Risk__c is null as shown in the debug log: ...
1
vote
1answer
47 views

Using a custom formula field to create a timezone adjusted field using an existing datetime and timezone field

We would like to use an email alert to automate demo reminder emails for our prospects. We currently have a Demo Meeting Time field (datetime) and a Timezone field (text) to reference in a formula ...
0
votes
1answer
32 views

Convert Date to String

Using a custom formula field, I would like to convert Salesforce standard date (05/03/15) to 05 - March 2015. Any ideas?
1
vote
1answer
27 views

Workflow date/time criteria

I have a date/time field that store when an email was sent. I then want to have a workflow that resets another field on the record the next time the record is edited AND it is within a certain time ...
2
votes
2answers
45 views

Account Validation Rule That Exempts Specific Profile IDs

I'm hoping to create a validation rule so that Once a Ship To ID (custom field on account) exists that starts with "6" or "7" users cannot change the Account Name with the exception of if you are a ...
0
votes
1answer
35 views

Opportunity Validation Rule on Primary Campaign

I must be going crazy. On an Opportunity I want the Validation Rule to trigger when no Primary Campaign has been selected. This is a Standard Field on the Opportunity so the rule I set up is ...
0
votes
2answers
246 views

Process Builder and Formula evaluates to true

Is there a trick to the Formula evaluates to true option in Process Builder? I tried the following formula: [Opportunity].Record_Type_Name__c == 'New License' && [Opportunity].StageName == ...
1
vote
1answer
36 views

Contact address inherits account address

Evening Guys When inserting new contacts via the Api , I am experiencing that the newly created contacts are not being populated with the address on the account. I some how need to build a ...
0
votes
2answers
50 views

How can i get the owner name in a formula field

I am trying to write a formula field which will pick the Owner name ... but currently the id is being displayed in the formula field. Is thr any way to capture this can plz anyone help me... Thanx in ...
0
votes
1answer
37 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))) ...
0
votes
0answers
34 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
votes
3answers
114 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 ...
1
vote
1answer
43 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? ...
0
votes
1answer
30 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 ...