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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3
votes
1answer
25 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 ...
-1
votes
0answers
17 views

Can i have multiple If Condition On Visual force page pdf

Can any one help me on this? I have a Visualforce page created in PDF format. I have few of the products with different names in different product family. If the product line for the product selected ...
0
votes
1answer
19 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
15 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
38 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
9 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
26 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
17 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
24 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
91 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
17 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
21 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
14 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
31 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
19 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
94 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
28 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
34 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
27 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
25 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
52 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
34 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
28 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 ...
0
votes
0answers
25 views

Conditional Discount Formula field

I Have to make a formula field in which i have to show Conditional Discount..Ex- Lets take AMOUNT , DISCOUNT, and FINAL AMOUNT field. IF Discount is in between 10-50 % then add 500 to the resulting ...
1
vote
1answer
22 views

Create a Lead vaildation rule that disallows moving backwards but with a few exceptions

Given the Lead Statuses I have, and in the order they appear, I need to be able to accomplish two things with a validation rule: 1 In general no lead status can change backwards with the exception of ...
0
votes
0answers
33 views

Mixing of Name and Phone Number in formula field

I wants to Create a formula field in which i have to add My first name and Phone number together. But that should be in this way- First four Words of "first name" and Last four digits of Phone number ...
2
votes
1answer
48 views

Including more crtieria to if statement on Apex class

I need some help I have an apex class which needs amending so it works on more than one criteria. Currently the class works if “Type” Contains the word “Meeting”. But I also need it to include the ...
1
vote
1answer
61 views

Calculate MAX between group of date fields

I have seen several posts about this, but all posts manage to successfully calculcate which date is the MAX (the one closest to today) but do not then return this date, only the number of days between ...
1
vote
2answers
60 views

progress bar formula

I am trying to develop a formula that will give me a progress bar with images in the campaigns The idea that i want to achieve is that I have days from the start of the campaign till the end of the ...
0
votes
1answer
22 views

Field Update, leave unchanged if there's a value in the field

I'm trying to create a field update on the Amount field in the Opportunity. If there is no Amount and that the Opportunity is Qualified, I want a default amount to be added. However if there is ...
0
votes
0answers
61 views

Exclude weekend and holidays in salesforce formula field

I have a requirement to show the 1st Followup due date (which is 3 business days from the service Due date), 2nd Followup date (Which is 6 business days from the Service Due date) and 3rd Followup due ...
1
vote
1answer
403 views

Formula to calculate the difference between two date/time fields in hours:minute format (values in 12-hour clock format)

What is a formula to calculate the difference between two date/time fields in hours:minute (both date/time values in 12-hour clock format)?
5
votes
1answer
154 views

Create a currency formula field with no decimal places for Standard Page Layout

We have the following challenge with currency fields: Scenario: On child record(s) (in a multi-currency org) we have pricing information which is stored as a currency value with 5 decimal numbers in ...
2
votes
1answer
36 views

Comparing a field value to a large list of potential values

I'm looking for a way to compare the value of a field to a list of potential values (static, not from another field) and then put the result (True if it's on the list, False if it is not). The actual ...
0
votes
3answers
53 views

Image Formula Field Isn't Working

I would like an image to show based on the "Rating" field picklist value. I keep getting syntax errors. Here's what I have. IMAGE( IF(ISPICKVAL(Rating, ...
0
votes
0answers
26 views

Using Find to Substring in formula field

I'm trying to substring the following sentence which sits on another field called Item_Accounting_Class__c 1111111100-Testing(ESS) I need to pull the ESS out of it, which will always be encaplsed by ...
2
votes
2answers
41 views

Chatter Plus License, Custom Objects with Formula referring to Standard Object

If I have a custom object that has formulas pulling information from related standard, not custom, objects. Will our chatter plus users be able to see the information, or would they have to be full SF ...
0
votes
0answers
27 views

calculate the ratio of days left to days in month

When creating a formula in a report, I need the syntax to calculate the fraction or percent of days past in the month versus days left in the month, e.g., if month ids 30 days and there are currently ...
0
votes
1answer
82 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
48 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
19 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
53 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
54 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
24 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
37 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
105 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
25 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
70 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
72 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
55 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 ...