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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20 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
31 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
30 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 ...
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vote
1answer
20 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?
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1answer
27 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 ...
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vote
2answers
16 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 ...
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2answers
23 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
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0answers
41 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
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1answer
20 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 ...
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2answers
33 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
41 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
42 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.
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1answer
20 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
41 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
29 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
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2answers
29 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
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1answer
17 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
112 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
31 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, ...
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1answer
24 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
32 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
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1answer
29 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
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1answer
29 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
83 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
36 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
12 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
36 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
29 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
37 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
40 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
57 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
54 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
52 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
39 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
34 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
70 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
60 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
51 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
46 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
40 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
61 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
33 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
50 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
43 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
42 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 ...
2
votes
0answers
97 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
22 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
49 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
30 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
23 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