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 views

How can I ensure that non-clients have no client management?

My formula so far (without spaces here): AND( OR( ISPICKVAL( Type, "Prospect"), ISPICKVAL( Type, "Is this a Prospect or User?"), ) , ISPICKVAL( Client_Management__c,"") ) The other Types of ...
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1answer
16 views

Concatenate multiple fields into name field, include shortening picklist values to fit character length [on hold]

Need to take the following fields on Campaign Object: Campaign Spend Year (Picklist) Camapign Month Pole (Picklist) Campaign Group (Picklist) Vertical Market (Picklist) Campaign Product Family (...
3
votes
1answer
15 views

Allow Only Specific Profiles to Change Owner

Below is my Validation Rule. It does not allow a user with the Profile of 'management' to change the owner of a record. AND ( ISCHANGED(OwnerId), OR( PRIORVALUE (OwnerId ) <> $...
3
votes
1answer
25 views

Checking if a certain custom permission is enabled in a Profile

Is there a way to programmatically figure out whether a certain custom permission is enabled in User profile? The problem that I'm trying to solve – is that I need some kind of a flag for a small ...
4
votes
1answer
123 views

ISBLANK() Always returns true

I was working on a validation rule formula, and noticed that whatever criteria I provided, the formula was returning true. I stripped out the criteria in the formula, until I had a simple formula: ...
2
votes
2answers
15 views

LastActivity on Case Object

I need to populate a date on the case object that has the Last Activity date recorded. I tried to make a date formula on the case object, but cannot find the LastActivity API to pull it through. Is ...
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0answers
33 views

Calculate distance between two locations [on hold]

I needed to calculate distance between two locations. I used "Clean Rules" to get the geo location of the distances.But, that clean rule thing is storing the latitude and locations in fields and ...
1
vote
1answer
26 views

How to calculate duration between two dates(in months and days) using formula field?

My client wants me to write a formula field to return the duration(in months and days) between two date fields. For ex: If start date is "January 1st 2016" and end date as "December 31st 2016" ...
3
votes
2answers
54 views

Approve start date should be less then start date

I need help in writing the formula: I have the following fields in my custom object: Approve_Date__c - date field Start_Date__c - datetime field Hiring__c - checkbox Validation: If Hiring__c is ...
2
votes
1answer
29 views

If statement in Reports [on hold]

I'm trying to create a formula field in report with following condition, but I'm only getting 1 otherwise 0 (if A<10) as a result. IF( AND( Opportunity.A__c:SUM> 10, Opportunity.B__c:SUM> 20)...
3
votes
3answers
71 views

Validation Rule Using IsPickVal Question

I am trying to put a validation rule together that fires if certain values on a picklist field are populated and then requires the user to populate a contact field called "DV Perpetrator / Opposing ...
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1answer
28 views

Get seconds and milliseconds from date/time in formula field

Is there a way break out the seconds and milliseconds from a date time field in a formula field? WHY: I want our crew people to use check-in and check-out from their mobile device. However, if they ...
1
vote
1answer
24 views

Add 1 day to salesforce date field inside validation rule

Good day everyone. I am trying to to add one day to my date field inside a validation rule. What is the exact way to do it ? For now, I try this syntax: IF(DATE(YEAR(asph_End_date__c),MONTH(...
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votes
0answers
20 views

Date - Date in Months

I have an Opportunity and Opportunity Product that I want to "renew" after the Opportunity is closed won. (renew meaning clone the Opportunity and Products and push the dates out into the future). On ...
0
votes
1answer
39 views

Compiled Formula is too big : Also does not work under Workflow criteria

Formula to compute the value of Office__c is as follows. CASE( Account__r.Office__c , "Americas","Americas", "EMEA","EMEA", "China", "China", "Hongkong", "Hongkong", "Taiwan", "Taiwan", "Korea", "...
3
votes
1answer
113 views

Formula: convert text to date

How would you convert February 23, 2016 to a date value without using the DATEVALUE function? I get the #Error result from my formula if I use the function.
3
votes
2answers
52 views

Date/time to Time

I have Datetime field which outputs data like: 30/04/2016 5:05 PM Now I want to convert it to only time format using formula field Desired result 17:05 How it is possible using a formula field?
3
votes
2answers
36 views

Why do I get a null value when I try to use the ActivityDate to set a DateTime value in Process Builder

Pulling my hair out on this one... I need a process to update events marked as "All-Day" to regular events which start at 8AM and end at 5PM. So I need to set the ActivityDateTime, StartDateTime and ...
0
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1answer
33 views

Making Workflow Formula field editable [on hold]

I have created two formula field on quote line item using workflow formula. Custom Fields Sales Price/Service Price calculates 60% / 40% of the total price respectively. But it does not allow user to ...
2
votes
1answer
22 views

Nested IF statements in formula field

I'd like to have a field which contains the value of the final system size if it exists, the post system size if that exists, or the value of the regular system size otherwise. The formula I have is ...
0
votes
1answer
34 views

Able to display only certain names [closed]

I have requirement where I have a field called Agent's name where I want to display only certain names whosover login, suppose I have names X,Y,Z,A,B,C, and D to be displayed.
1
vote
1answer
23 views

Help with Business Day Formula

I have created a formula field to calculate the number of Business Days Since Last Activity. Below is the Formula I currently have: CASE(MOD( LastActivityDate - DATE(1985,6,24),7), 0 , CASE( MOD( ...
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votes
0answers
16 views

How to allow workflow field update results be edited/stay sticky by user

I have created two custom fields on quote line items Sales__C price and Support__c price and added a workflow formula for breakout where 60% of List price would be added to sales__C and 40% would be ...
0
votes
1answer
21 views

Null values isn't seen as null [duplicate]

I have a text field that has nothing in it. I created a formula to check if it is null, but it keeps coming up that it exists. IF(ISNULL({!textfield}),"Null","Exists") There isn't a hidden space or ...
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votes
1answer
17 views

image formula field in community

I have uploaded the image into the static resource and refer the image to some formula field. Its working fine. But when I am shifting the view form admin view to customer-community view the image not ...
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votes
2answers
28 views

Formula(s) that reference this field are no longer valid: Compiled formula is too big to execute (5,031 characters)

I am using a formula field then i encountered this error. I have tried using case function but the compile size is still above max. I have also tried passing the value to another formula field but the ...
0
votes
1answer
12 views

Percentage Report Formula of Bucket Field record count

I want to create a report formula that will show percentages according to record count of the bucket fields in the summary report. Any ideas?
0
votes
0answers
25 views

Formula filed: IF date is equal to null then update the new field

We want update field If A(date field) is equal to null,then update this field. Update field vale is owner(case owner)
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votes
2answers
30 views

When the value of IsConverted gets changed?

I want to enforce a condition according to which only verified Leads can get converted. Someone in my office gave me this formula : AND( IsConverted , Verified_By_Admin__c = FALSE) Where ...
0
votes
1answer
17 views

Multiselect Picklist Formula

I have an object called Endorsement and a multi select picklist on it called Endorsement Type which has two values "Add Cover" and "Remove Cover".I have separate validations for both.For Add Cover it ...
6
votes
1answer
74 views

Count Line Breaks?

I am trying to count the number of lines in the BillingAddress field. I am familiar with the following methodology to count the number of times a substring occurs via formula: LEN(TextField__c) - LEN(...
0
votes
1answer
52 views

Trigger to get Prior value of last activity date on opportunity

I have custom formula field return type date Last Activity age on opportunity. I want to capture last to last Activity date. So I create workflow with "created and every time edited" and formula ...
1
vote
1answer
43 views

How to get 'Roll up summary field' in “Master Detail Relationship” on 'Detail page' using Formula?

Is it possible to get the 'Roll Up Summary field value' in the Master Detail Relationship on Detail page as well. Basically to get a copy of 'Roll Up Summary value' in Detail page as well for a ...
1
vote
1answer
22 views

Incorrect parameter type for operator '>='

My start/end date was Date and I have changed it Date/Time datatype after doing that my formula is broken: IF(ISPICKVAL(Employee_Status__c, "ACTIVE") , TODAY() >= Emp_Start_Date__c &&...
0
votes
1answer
26 views

Calculate Last task and Last Event age on Opportunity page

I have an issue. I have last activity age by using (Today()-Lastactivityage) to calculate last activity age. But I want to segregate it as last task age and last Event age. I have two custom field on ...
1
vote
2answers
104 views

Need help with NOT function

Hi I am a beginner at apex coding and salesforce. Here is my code that I would like to use the NOT() function. CASE(Lead_Source__c, "Self Generated", IF(Markup__c >= 0 && ...
0
votes
1answer
16 views

Report Filter - Cannot Use Formula?

I am trying to customize an existing Report to filter based on a formula field. It was created with a Custom Report Type of My Object with Child with Grand-Child. Now we want to filter it based on a ...
1
vote
1answer
44 views

Validation rule on Rich Text Area field

Using LEN() function, we are able to validate if a rich text area is blank, but when a rich text area with image is added, LEN() still say 0. How to validate whether rich text area field contains ...
1
vote
1answer
25 views

What to do when Formula Field is too big to compile

So I am having a problem. I already have written a formula for a field that I would wish to calculate. But the problem is that the I can't add any more code to that Formula field because then it gives ...
0
votes
2answers
47 views

Formula is to big to execute…What else can I use to write a formula for a field

Hi I am just wondering if I wanted to write a formula that computes a number for specific field, how else can I go about doing this? I am currently using the advanced formula section for the field and ...
1
vote
1answer
25 views

Max formula and blank

Can Max formula handle fields with blank values? I have three number fields field a, field b, field c with default value as blank(default custom field setting) Max(field a, field b, field c) is ...
1
vote
1answer
29 views

Dynamic formula

I'm trying to make a formula that dynamically gets a value from a field. By this I mean that I have defined a field, I want data from, in custom settings, and I want the formula to get the value of ...
0
votes
1answer
24 views

Undefined field CloseDate in Report custom summary formula

Hi I am very new to Salesforce. I'm trying to write a custom formula, stated below. IF(FISCAL_YEAR:MAX=2015, CASE(MONTH ( CloseDate ), 1,20000, 2,21000, 3,22000, 4,23000, 5,24000, 6,25000, 7,26000, 8,...
0
votes
0answers
31 views

How can I use the CASE() function in an HTML Email Template

I have a picklist custom field in the Contact object, Chats_Reward__c which has five values: Ribbon, Bronze, Silver, Gold, and Platinum. I would like to use a single email template to send an email ...
0
votes
1answer
31 views

Validation rule is not being triggered [duplicate]

I have field final result on which on certain values, I only want some of the users to make the changes. The problem is that the user Id which are not mentioned in the formulae are able to get the ...
1
vote
1answer
33 views

field update using workflow and formula function

In standard object Case there is Description field and there is text being inserted i'm looking for specific text/string "First Name" and i would like to move everything from the left of "First Name" ...
0
votes
0answers
29 views

Substring child field

I'm currently trying to substring a field of a child object in a formula to convert it to an integer and find the difference between several numbers in the field ([Lookup_Time__c].Time_name__c]). I ...
0
votes
1answer
40 views

Validation Rule to Check for Equal Values

I have written the below Validation Rule to check two values on an Opportunity record to ensure they equal each other in certain stages. However, during testing, it is confirmed that Users are ...
1
vote
1answer
28 views

Formula for examining the last 3 records on a child object

I have two objects. Work (Master Object) Field: Work Done Tasks (child object) Field: Work Done I want to create a formula field on the master record Work so that when the last 3 records of ...
3
votes
3answers
57 views

Formula works on page layout, but displays #Error! on Report

I have an issue. I have a text field to store survey completion date and time. I created a formula field to capture date only. DATEVALUE( completion_time__c) It is showing correct date on Page ...