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 ...

learn more… | top users | synonyms

0
votes
1answer
21 views

Using formula to exclude weekend and holidays in salesforce

I have a requirement where in, i have to exclude public holidays listed below: (14-Jan-2015, 26-Jan-2015, 06-Mar-2015, 17-Sep-2015, 02-Oct-2015, 22-Oct-2015, 11-Nov-2015, 12-Nov-2015, 13-Nov-2015, ...
0
votes
2answers
18 views

If statement in formula field

I am trying to develop a formula to determinate current days until the end of a campaign. For that i have the following fields Start Date End Date Days from Today to End Date The code that i am ...
2
votes
1answer
10 views

Prevent user returning from 'Qualified' Lead status value

Requirement: When users set lead to 'Qualified' I want validation to prevent them returning to any other status. I have tried the below but the validation kicks in when I am trying to convert because ...
0
votes
2answers
30 views

Help with formula to concatenate fields, if both fields are not null

Please help with the formula below. I'm trying to concatenate two fields if they're Null. Thanks IF(ISPICKVAL(Service__c,"") || ISNULL(BusinessID__c), NuLL,Service__c && BusinessID__c)
1
vote
1answer
29 views

ISNUMBER() Formula function not behaving as expected

I am using a managed app that provides Local Time fields based on a Lead or Contact's country and phone number. Great stuff, very useful. I am trying to create my own formula field, based on the ...
1
vote
0answers
22 views

formula field displays error in visualforce page

Below is my visualforce code where 'Customer_Status__c' is the formula field. But this code is genertaing an error which I can't find because the page is displayed on portal force.com site. ...
0
votes
1answer
17 views

After creating hyperlink formula field, it is not populating to the record after clicking from salesforce

After creating hyperlink formula field, it is not populating to the record after clicking from salesforce report HYPERLINK( ...
1
vote
1answer
34 views

Having trouble with a roll-up summary field that is trying to use a formula(date) child field

What I want to happen: Each opportunity has a custom formula field, with a return type Date, called "CASL Implied Consent Expiry date". If the OPP is Stage=Closed LOST, the Expiry date will be the ...
0
votes
1answer
15 views

Formula for the first Monday (or Weekday) of the Month

How can I find the first Monday (or a given Weekday) of the Month? For example, this month Jan 2015, the first Monday is Jan 5th 2015?
3
votes
2answers
59 views

Upper / Lower case

I need some help. Aim - If a user enters the first name in caps lock, I want a formula to keep the first letter as a capital and then the rest being lower case. (However there are some additional ...
0
votes
2answers
42 views

How do I assign a numeric value to a picklist text value and multiply by a number field?

I have a picklist with 4 text values. I want to assign a numeric value to each text value. I then want to multiply the chosen value by a number field. Can anyone help me with the syntax? Picklist ...
-1
votes
1answer
27 views

Salesforce Picklist If Formula

I need some help. I need to create a formula to say If field “Type” = Email, then field Nature_of_Meeting__c is not required. If “Type” Is any other value then Nature of Meeting is required. Field ...
3
votes
1answer
29 views

How can I avoid this JSENCODE() error when the help text is blank?

I've written a VF page that uses a lot of JavaScript. One particular pattern is giving me some trouble. I'm pulling the help text into a JavaScript object array, like so: var columns = [ { ...
0
votes
1answer
28 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 ...
-1
votes
2answers
37 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 ...
0
votes
0answers
24 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 ...
1
vote
0answers
18 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 ...
0
votes
2answers
42 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 ...
0
votes
1answer
56 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 ...
1
vote
1answer
61 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 ...
0
votes
0answers
15 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 ...
1
vote
0answers
22 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 ...
1
vote
2answers
77 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 ...
2
votes
3answers
56 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, ...
0
votes
1answer
15 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 , ...
0
votes
0answers
14 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 ...
0
votes
0answers
41 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( ...
1
vote
1answer
37 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 ...
0
votes
1answer
38 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 ...
2
votes
0answers
26 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) ...
1
vote
1answer
43 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 ...
0
votes
2answers
30 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 ...
0
votes
0answers
25 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 ...
2
votes
6answers
183 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 ...
1
vote
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 , ...
1
vote
1answer
41 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 ...
1
vote
1answer
47 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 ...
1
vote
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 , ...
0
votes
1answer
57 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()- ...
1
vote
1answer
37 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 ...
0
votes
1answer
24 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.
2
votes
0answers
35 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
votes
1answer
43 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 ...
1
vote
2answers
92 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
votes
2answers
48 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 ...
1
vote
1answer
118 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 ...
0
votes
1answer
38 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 ...
0
votes
1answer
51 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 ...
1
vote
1answer
62 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 : ...
2
votes
2answers
31 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 ...