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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6 views

Valdiation Formula Broken

The scenario for the validation rule is: -if one lookup field is empty, then check that other n fields are not empty (if a lookup is empty, then make sure that the fields that will be used to create ...
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3answers
21 views

Differentiate Production/Sandbox Instance?

I know it is fairly straightforward in Apex to determine if the Salesforce instance is production org or a Sandbox org, but I wonder if the same is possible via formula? I have also read What are ...
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15 views

Home page custom link

I'm trying to create a sidebar custom link for the portal users but the url is always adding %2f/servlet at the end The below custom ink '{!$site.prefix}/001/o' is being redirected to ...
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1answer
17 views

adding a multi-picklist field into my formula for my custom button

I have a custom button that has a javascript picklist that checks feild criteria. I need to add a multi-picklist field to the if statement to check if it does NOT contain "India". here is the if ...
2
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2answers
38 views

How to extract Time from Date/Time field within formula

I am working on a formula based on a date/time value to extract the time for the field. This field is based on the Pacific Time Zone and as is appears as 04/04/2016 9:00 PM I set up this formula ...
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1answer
19 views

Formula for When a Field Value is Null after Record Insertion

Is it possible to write a formula for if a Date field is not null upon record insertion? I would prefer to not write a trigger for this. Flow: Record Example A --> Field XYZ is null --> Formula ...
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3answers
51 views

Adding a company logo for every account page

Can somebody tell me how to add a logo on an account page? So that when I go to my customer page layout named Coca-Cola (for instance), the account owner and other users who can see this account will ...
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1answer
30 views

Can we use HYPERLINK FORMULA field in salesforce 1?

I have created a HYPERLINK formula HYPERLINK("/apex/my_VF_Page?Id="+ Id , "MY VF Page" ) If I use link in saleforce 1 App. This link doesn't work any workaround so I add any logic in HYPERLINK ...
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1answer
16 views

Send Email to Account Team If Contact Email Bounce Back

Scenario : I have case object. This case object has email related list. Case has contact and contact email address field. From email related list user will send email to contact associated with case. ...
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3answers
23 views

Nested if formula in formula field [duplicate]

Below is my formula if condition, which is working fine. I just want to add formula like is property__c!= null, Only then below formula will run. how can i do that? Ex. If property__c!= null Only ...
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1answer
33 views

Trigger - Update another object without changing any values?

Is there a way to update an object without changing any of the values on its fields? Here's the situation: ObjectA dateA (date) ObjectB lookup relationship with ObjectA formulaDateA ...
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1answer
14 views

Auto Populate Dependent Field after Selecting Primary Field

Primary Field: Data Warehouse Dependent Field: Records The Selection of Data Warehouse Fields, should be able to auto populate Records Picklist values without the need to select manually. Each ...
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0answers
24 views

Regarding Formula Field in Salesforce using formula

I have Created one Custom Field using formula Field in User Object,this Formula Field Requires three Divison of user Fields in Standard Object 1 Divison- First Name,Last Name,Email,Title- If all Four ...
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1answer
23 views

Formula to update a number field on the same day of every month

I need to add a certain number of minutes to a number field on the same day every month, i.e., on the 14th day of every month. The 14th Day is being pulled from the closedate field on the Opportunity ...
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2answers
26 views

Text Formula - need to remove “.00” from result

Here is the formula I am using: "$" & IF(    Lease_PB_Total_Price__c >= 1000000,    TEXT(FLOOR( Lease_PB_Total_Price__c  / 1000000)) & ",",    "") &  IF(    Lease_PB_Total_Price__c ...
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1answer
20 views

how do the system calculates the contract end date before 90days

I have a requirement ,where the system should identify 90days before the contract end date and send an alert to the customer.so how can we do the calculation using (contract end date - 90days )or how ...
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1answer
24 views

Initial criteria of approval process to validate child records

The approval process on parent object should check number of child records and greatest of discount percentage on them, I could create roll up summary fields but our org has exhausted limits. The ...
3
votes
1answer
94 views

Do calculations on child records properties for master record

I am developing data model like master - Order, childs - Order items. There is master-detail relationship. Order items have quantity and price per each item. How do I create read-only field on master ...
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1answer
21 views

Can anyone help with the below error, Error: Incorrect number of parameters for function 'ISBLANK()'. Expected 1, received 2

AND ( ISPICKVAL( VALIDATED__c, "YES" ), OR ( ISPICKVAL( Account_Loss_Machine_Loss__c , " "), ISPICKVAL( Lost_To__c , " "), ISPICKVAL( Reason_For_Loss__c , " ") , ISPICKVAL( ...
2
votes
2answers
79 views

SOQL query failing when comparing formula field and currency field values

I'm having trouble trying to figure out what's wrong with this SOQL sentence: SELECT Id, FormulaField__c, CurrencyField__c FROM MyTable WHERE FormulaField__c != CurrencyField__c ...
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1answer
28 views

Formula field on Object not calculated in report

I have a number of fields on the Case object that are part of a field that is totalled: IF( NOT( AND( Interpreter_Pay__c == null, Nurse_Pay_Rate__c == null, Interpreter_Hours__c == null, ...
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2answers
27 views

Formula to Calculate 10 Business Days from Created Date?

How would I edit this formula to reflect a date of 10 days days after created date? It currently covers 48 hours or 2 business days. CASE( MOD( DATEVALUE( CreatedDate ) - DATE( 1900, 1, 7 ), 7 ), ...
2
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0answers
11 views

Adding sales tax rules for many countries

I need to add sales tax rules for a whole host of countries (around 60) as my company is about to go global selling not just in the UK. The company works with external suppliers taxed in their own ...
2
votes
1answer
29 views

Minimum Date Formula

Hoping this is an easy one. I have this formula in a VF page: MIN( Year(DateValue(Account.CreatedDate)), Year(Account.Source_System_Created_Date__c), ...
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1answer
29 views

Support Tooltip on the IMAGE Function?

Does the Image Formula field have Alt Text? IF(Res_Date__c > NOW(), IMAGE("/img/msg_icons/confirm16.png", "All good")) When the user hover over the Image I want to have a text display in my case ...
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1answer
31 views

Stop a formula field from removing the special characters

This is a generic question. I want to know if its possible to stop a formula field of a custom object from removing the special characters like quotation marks.
2
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1answer
21 views

Formula field displaying an image is not showing

Here are my dates in the system: Ent__c = 3/23/2016 2:18 PM Res_Rec__c = 3/23/2016 4:24 PM Comp_Date__c = 2/15/2016 1:46 PM Res_Date__c = 3/24/2016 8:18 PM Formula: IF(OR(ISBLANK(Ent__c), ...
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votes
3answers
57 views

Formula field check - if empty set the value to null

EDIT: I forgot to mention that my workflow rule Date options that it currently returns NOW() but i need to check if the user have removed field1__c and field2__c then set that to be null otherwise ...
-1
votes
3answers
27 views

Writing formula field1 equals=true OR field2 is not equal

I am trying to create a workflow rule that will evaluated two fields. A boolean field if it is equal to true, and a text field which is not empty How can I accomplish the following in the formula: ...
-1
votes
1answer
32 views

how to get the anniversary per year based on date field

I need to create a formula field that will give the anniversary (based on hire date ) of an employee per year. How can i achieve this? thanks
0
votes
1answer
24 views

Updating a Date Field with Last Day of The Month based on another Date Field

Updating a Date Field with Last Day of The Month based on another Date Field. I need to write a formula to do a field update when an Implementation is complete. Basically once it's marked as ...
3
votes
1answer
32 views

Field Formulas: Count Members Except Status Blacklist

I am customizing our Campaign page and adding a field called "Total Participants". I want to only count Campaign Members whose status is not equal to "No Show", "Not Attending". This is simple to do ...
1
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3answers
48 views

difference between two date time fields in days

I have a datetime field field1 which i am populating using NOW() formula. At some point later i want to know the difference between NOW() and field1 in number of days. I tried NOW()-field1 and ...
1
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1answer
40 views

How to Give Default value to a LookUp field using Formula Editor

I have an action on which i have one Lookup Field "Year".Year is an object with only two records - 2015 , 2016. I have this value to be predefined as 2016 when user clicks an action While creating a ...
1
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1answer
25 views

Workflow Rule to update a text field

I am trying to create a workflow rule for a field update when the Lead Owner is changed from a Queue to a user only when the Queue owner = certain queues. Here is what I have so far: AND( ...
2
votes
1answer
23 views

ISCHANGED Workflow

We are trying to create a workflow that each time one of the three events below happens it will send an email to a particular user. Now the workflow works, besides one major flaw. In order to use ...
0
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1answer
48 views

Formula Field - Image from zipped static resource

I need some help with a Formula Field (please don't send me visualforce code) image. I am trying to get the image from a zipped static resource. BCIGraphics is the zip file. Here is what I have ...
0
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1answer
27 views

Reference Currency Field in a Text Formula Field for Opportunity Object

I am looking to create a formula field that combines the Opportunity Amount (a currency) with two other text fields for a mail merge document. I am wondering if there is a way to reference a currency ...
4
votes
1answer
48 views

Is there a shorter way to write ISPICKVAL for multiple values?

I'm hitting my character limit for an OR formula and it's because I have to write out each ISPICKVAL statement: ISPICKVAL(SHIFT_MEDIA__Type__c,"x"), ISPICKVAL(SHIFT_MEDIA__Type__c,"y"), ...
0
votes
1answer
54 views

Error: Formula result is data type (Number), incompatible with expected data type (Date/Time)

I have this formula: NOW() - Lead_Escalation_from_Production__c And this is what the Lead_Escalation_from_Production__c field holds (our business hours): IF(MOD(DATEVALUE(CreatedDate) - ...
1
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2answers
13 views

How to Return Priorvalue of Stage pickist on Opportunity object if Stage=Closed Lost

I am trying to record the "Furthest Stage" an Opportunity got to before it was Closed Lost. Is this possible?
1
vote
2answers
70 views

Formula field in SOQL query

If I am querying a formula field in SOQL, then will it always return latest value based on data? If not then what value it will show?
2
votes
2answers
37 views

Need Help with Formula(Currency)

I have a requirement in which I need to create a Formula(Currency) field that will multiply a field of type Formula(Currency) with a picklist containing`percent value. I am stating fields name & ...
1
vote
1answer
50 views

How to update the Owner(standard field) in the custom page using the Referral Id

I need to update owner(Standard Field) name on custom page(Buyer) using Referral Id(mobile of Lead owner).. The Referral Id(Mobile No) already present in user details. For example the buyer is ...
3
votes
0answers
35 views

Filter “Last Activity Field” by Task Subject / MapAnything

I'm using MapAnything with Salesforce and would like to color code all of my Sales Representatives' accounts based on how long it has been since they have last visited the account. This would be easy ...
1
vote
1answer
53 views

Subtract an event's start date time from the event's end date time (Activity)

I am trying to create a custom event field. As you probably know, the way to do that is to create a custom activity field since an event is a special type of activity. I want to subtract an event's ...
1
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0answers
61 views

Updating parent object of Account - via apex, process builder, workflow or formula

We have object called Account_Code__c, which the Account object has lookup relationship to. In other words, a single Account_Code__c record may have multiple child Account records. When an Account is ...
0
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2answers
23 views

Syntax Error on Formula

IF(LastActivityDate <= 90 Day, checked = true, checked = false) Can someone please help me with this formula? I am getting a syntax error and I think it might have to do with the Day, but not ...
0
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0answers
22 views

Cross Object Formula Field Error: Field DNE

I have a requirement where I want to update a formula field Foundation Indicator on a custom object when a Foundation Field checkbox is true on the Lead object. I am trying to put a cross object ...
1
vote
1answer
35 views

Using Formula Field Syntax In Apex [duplicate]

I have a complicated formula field that calculates the months between a start / end date on an OpportunityProduct. This formula takes into account many edge cases, and is subsequently used in our ...