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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9 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
22 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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10 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 ...
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17 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
38 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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1answer
27 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 ...
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1answer
36 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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12 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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17 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 ...
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2answers
74 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 ...
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3answers
49 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
13 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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13 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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36 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( ...
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1answer
32 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
37 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 ...
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11 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) ...
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1answer
32 views

Updating master record with contents of detail record

I have a master detail relationship between accounts and a custom object, memberships. The membership object contains fields for start date, end date, membership package (picklist) and subscription ...
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2answers
28 views

Formula field: Value based on year

I want to create a formula field that will calculate a value based on how much time has passed from a date field. Example. I want the formula to evaluate to 1 if date is one year from my , 2 if it ...
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19 views

report showing how much time a field was not null

I am in need to create a report showing how much time a certain field was not null. In particular, I need to show how much time a case has been in a certain division (I have more than one division ...
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6answers
176 views

Formula that shows images [stars]

I've developed many small formulas and sum their results into number. Now i am trying to use that number for another formula field that will give me lead quality with star images. The formula field ...
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3answers
23 views

Formula with conditions

I want to develop a functional formula that will count 3 fields and gives me 3 different values depends of the final result. Twitter_Fans__c + Facebook_Fans__c + Linkedin_Followers__c =< 5000 , ...
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1answer
30 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
33 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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2answers
37 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
25 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
31 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
22 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
30 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
38 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
59 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
46 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
80 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
33 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
39 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
36 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
27 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
33 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 ...
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2answers
71 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
26 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
89 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
31 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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25 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
34 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 ...
2
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1answer
55 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
31 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
votes
1answer
153 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
161 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
42 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
50 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 ...