Questions tagged [formula]
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 Validation Rules and criteria for Workflow Rules and Approval Processes.
1,796
questions
0
votes
0
answers
16
views
Referencing Setup Custom Settings Fields in Salesforce CPQ Quote Terms
I'm trying to reference a custom setting in Salesforce CPQ's quote term object, although instead of displaying what's in the field, it's just showing the formula. This is the formula {!$Setup....
-4
votes
0
answers
40
views
How to extract last 3 characters from number field within formula
I need to extract first 3 letters of text field, and last 3 characters of number field to create a password with it. Please help me to get certain functions to use logic in formula field....
-2
votes
1
answer
28
views
What formula do I use to divide the total opportunity amount over the program duration period showing the projected monthly revenue?
Closed won opportunity amount = $30k
Est start date field = 10/1/2023
Est end date field = 12/31/2023
Looking to display something similar to the below.
October monthly revenue = $10k
November monthly ...
-1
votes
0
answers
22
views
sending an e-mail after 24 hours only between 6 AM to 4 PM using salesforce flow
How can i implement sending an e-mail after 24 hours only between 6 AM to 4 PM using salesforce flow.
For example , if datefield__c(datetime) on account is changed between 6 AM TO 4 PM we need to send ...
0
votes
1
answer
39
views
How to find first Monday from given date?
I'm trying to find the first Monday from a given date, and so far I've come up with the following formula, but it returns the first Monday of the month for the given date. Could you help me fix it, ...
- 29
0
votes
0
answers
24
views
For the filter: Invalid date (Valid date format D/MM/YYYY)
Our report does not work when we add a formula(Date) field on the report filters and whose value is set to a relative date such as CURRENT FISCAL YEAR. The error is:
For the filter 3: Invalid date (...
- 362
2
votes
1
answer
42
views
Mystery Error Message For Flow Entry Criteria Formula
I am attempting to use a formula entry criteria in an after save flow. However, I run into errors when checking the syntax. My starting formula for the flow is exhibit 1) and when I click check syntax ...
- 83
0
votes
1
answer
15
views
Help adding to formula
I need to add logic to this formula, to add "IF (texcellency__DefHC_NumEmployees__c OR custom_number_field__c < 2749, "Small", IF ( texcellency__DefHC_NumEmployees__c OR ...
-2
votes
0
answers
43
views
Convert any Time Zone to EST using formula field/variable
When a certain field is updated, a screen flow shows text with the date Now(). We do have users who utilize several TimeZones in their Personal Information Settings, though. Is there a way to ...
0
votes
1
answer
32
views
Validation Rule for specific text values
I have a requirement to create a validation rule on a text field where the values must be capitalized, and restricted to specific values. I realize that converting this field to a picklist is the ...
- 11
0
votes
0
answers
57
views
Row Level Formula With Picklist
I am trying to say if campaign names are equal to certain names, then change from registered to attended, otherwise just put the results of the field. The issue is that the field is a picklist so ...
- 1
-2
votes
0
answers
25
views
Formula field question
how to make formula if student is from pune,Newyork<london,sydney then rating needs to be Placement Scope 'HIGH'
If background is engineering and from any city then its also HIGH.
I made some ...
-1
votes
1
answer
24
views
Set the value of a formula field by coping the value of field within the object but only to a specific record type
We have contact object with two record type. One is A and the other one B. We have field called last name and prefeered name on A record type. We dont use the preferred name on B record type.
I am ...
0
votes
2
answers
48
views
Validation rule to prevent field change
I have trouble with this validation rule on Account. It should allow changes on MainBrand__c only if MainBrand__pr.WebsiteRelevant__c = true and RegistrationDoubleOptin__c = true. I tried this but not ...
0
votes
3
answers
119
views
If Statement with complex logic
I have the formula which works as expected, but I wanted to add
if listamount > 0 Opportunity name Upgrade,
if listamount < 0 Downgrade,
if = 0 then cancelation
So I tried a couple of versions ...
- 15
-2
votes
2
answers
32
views
Add a "0" to the left of the postal code
I would like to put a formula in a flow to update the postal code if it only contains 4 characters.
All my postcodes must be 5 characters long so I would like to add a 0 to all the postcodes that are ...
-2
votes
0
answers
52
views
Checkbox Formula Field that Evaluates if Time is between Two Values
I've created a field called Current_Date_Time__c that displays the current date/time in the following format: 7/09/2023 8:40 AM.
I'm trying to create a new checkbox formula field that evaluates as ...
0
votes
0
answers
40
views
Weird Behaviour Salesforce formula
I am trying to create a formula that will display various emojis (red, yellow and green) depending of the time a lead spent into various stages. For example, if the lead is in the stage "assigned&...
0
votes
1
answer
18
views
Formula field to define FCR met or Not Met
trying to build a formula field to define FCR and my formula always turns wrong. The first part works correctly however I'm receiving an
error : Field Reason_for_Reopen__c is a picklist field. ...
-1
votes
1
answer
16
views
Why am I getting this error when I sue the solution posted for how to use a picklist field in a formula field
Error: Incorrect parameter type for operator '+'. Expected Text, received Number
The formula content is this: I need to pull together the Tracking # + the Case # + the Pickup Type__c, which is a ...
-2
votes
1
answer
22
views
Sort list/kanban view by integer formula field
I have a requirement in which I will need to sort a list/kanban view by an integer formula field.
Is this possible? I've checked the documentantion and found nothing related to this topic.
Thanks in ...
- 835
0
votes
1
answer
19
views
How to detect Formula Expressions exposing vulnerable information like session id?
There is a snippet from the Salesforce Security Guide (Version 58.0)
Formula Tag heading explaining why it is a security vulnerability :
The general syntax of these tags is:{!FUNCTION()} or {!$OBJECT....
- 1,227
0
votes
1
answer
49
views
I need to create / automatically display an age rounded to the nearest half year. My formula is only giving me to the year
I need to display a formula field that shows the age rounded to the nearest half year. For example: if the DOB is 01.01.2012 then that persons age would be 11.5. The formula I'm using only displays 11....
-2
votes
1
answer
42
views
Treating Blanks as Zeros within a Salesforce formula
I have this formula created to work out the number of days between created date and the closed date, but also this takes away the time which the opportunity was sat with a broker.
However, I have ...
0
votes
0
answers
39
views
Translation of Record Name value
I have an Object A with a lookup field to Object B and a Language__c field. I would like to create another field on Object A to display the record name value of the record from Object B in a correct ...
- 533
-3
votes
1
answer
38
views
How to edit text which displays in a column
On a report, there is a column which has very long text, with prefixes of 'Partner Programme'
How can I remove the prefix of 'Partner Programme' so that when displayed on a Dashboard, only the text ...
- 1
1
vote
2
answers
44
views
Creating a due date formula based on case types with different working days
I keep getting an error message saying there's missing ")" I have seen multiple formulas using mod functions and using 1962 as start off days, and honestly when I used those in Salesforce ...
- 19
-1
votes
1
answer
26
views
Report Formula errors - multiple conditions in the IF Statement
I am trying to create a formula field that evaluates the lapsed donor status.
If (FY1>0 && FY0=0, "Lapsed FY0", "Returned Donor")
The above formula works but when I try ...
- 3
2
votes
1
answer
46
views
Multiple If Statements on a HTML Email Template
I'm trying to create a Classic Email Template formula that shows a different value based on what's in the Plan_Name__c field on the Work Order object. I've managed to get one IF statement working but ...
-1
votes
1
answer
36
views
create % column in Salesforce summary report
Have this Summary Report in Salesforce (Lightning) and I want add an extra column for % of the Total.
So I add a “Summary-Level Formula Column” and used this as the formula ….
RowCount/PARENTGROUPVAL(...
0
votes
1
answer
25
views
Is it possible to use an object field as part of regex rule?
Let's say I'm looking to use the state abbreviation as part of a validation rule, for example, California: CA-1111.
I'm trying the following logic but it's not returning the desired output.
NOT(REGEX(...
- 13
-1
votes
2
answers
37
views
Row level formula - Syntax error. Extra IF
I'm looking to group company segments by using a Country lookup. I have a string that looks up a specific country (i.e. DE) and then a CONTAINS function which is looking up more than one Country (GB ...
0
votes
2
answers
37
views
Formula containing picklist and checkbox returning error - error "Incorrect parameter type for function 'AND()'. Expected Boolean, received Text"
Need a advise.
I have created a Formula field that supposes to return the Text value. However I am getting the error
Incorrect parameter type for function 'AND()'. Expected Boolean, received Text.
...
- 1
0
votes
1
answer
35
views
Row level formula in Salesforce
I am looking for some help on building a row-level formula in Salesforce. I have the below formula which is confirmed as valid but I would like to add multiple countries to the Country string rather ...
0
votes
1
answer
43
views
How do I write a formula looking for values to the RIGHT of a ","
How do I write a formula looking for values in a separate field to the RIGHT of a comma.
So if I have field A that lists out "Red, White, Blue"
How do I write a formula in field B that ...
- 15
0
votes
1
answer
24
views
Formula field error for checking blank number field
I am trying to create a text formula field called "Check number of mobiles captured":
TEXT(
IF(
ISBLANK( Account.No_of_Mobs__c ),
"No",
"Yes"...
- 11
-1
votes
1
answer
41
views
Formula to display time difference in minutes between 2 fields while excluding weekends
I'm facing an issue with a formula, and I could use some support. I have a requirement to calculate the time difference in minutes between two datetime fields, Email_First_Reply_Date_Time__c and ...
0
votes
1
answer
56
views
Includes formula in record triggered flow not triggering
Ive got a multipicklist field that i want to use in the entry criteria of a record triggered flow and it seems to never trigger the flow. When i choose "All conditions evaluate to true" and ...
- 1
0
votes
1
answer
36
views
Nested IF CONTAINS AND Formula - results not returning correct answers - What am i doing wrong?
I am looking to return the values to an Expected Revenue column, based on the WEB FORM CAMPAIGN field having specific words in. The campaign names are set up like the following, so I am looking for ...
1
vote
1
answer
107
views
Restrict users from changing Opportunity Stage thorugh UI
I have a task to prevent users from changing the Opportunity Stage manually, except for a subset of users which do not share the same profile. I created a custom permission and a new permission set ...
-1
votes
1
answer
29
views
Nested OR function in validation
We're trying to add another validation to require either
ISBLANK(Commission_Percentage__c) OR ISBLANK(Commission_Amount__c), since they only have to complete one of these fields in addition to the ...
0
votes
1
answer
42
views
How to test two conditions in formula field IF
So I'm stuck on the logic here this was my original code and it worked but I was also trying to add a condition that if TODAY()-LLC_BI__Covenant2__c.LLC_BI__Next_Evaluation_Date__c) > 0 is true ...
- 13
-2
votes
2
answers
44
views
Error when encoding row-level formula: Syntax error. Missing ')'
Does anyone know why I am getting this error? AS far as I can tell I have all the ( ) closed?
IF(
ISNULL(LLC_BI__Covenant_Compliance2__c.LLC_BI__Evaluation_Date__c)
AND(
(TODAY()-...
- 13
1
vote
1
answer
31
views
Flow Formula Returning Null
I have a CSV file with a Date of Birth field in the format of "MDDYY" or "MMDDYY".
I'm importing with Data Loader to a Text field, which triggers a Flow to fire upon record ...
- 21
1
vote
0
answers
98
views
Adding new custom column to Forecast Type in Forecasts
I haven't worked with forecasts before, but I'm required to add a new column to appear in one of our Quota tracking reports. The main fields of the report are Forecast Category and Quota amount, and ...
- 105
2
votes
1
answer
99
views
How to clear the value of picklist field with a formula field
I have an action on the Account object where I want to update some values on the record. In some conditions I want to force the user to re-select a value for a picklist field (Account Country). My ...
- 125
0
votes
2
answers
78
views
How to round number down to nearest multiple of 7?
I'm trying to find Salesforce's equivalent to Excel's =FLOOR(number,significance), and more specifically, I'm looking to round down a number to the nearest multiple of 7. For example, if number=303, ...
- 29
1
vote
0
answers
39
views
Formula that calculates the percentage of a column in a report
I have a Salesforce report that is grouped by a field called Forecast Category, it is a picklist field, it also has a Quota amount which is a currency field. The requirement is to have a new column in ...
- 105
0
votes
1
answer
53
views
Error: Incorrect parameter type for TEXT. Expected Number, Date, DateTime, received Picklist
I have a picklist custom field, let's call it Class__c of Unit custom object. I want to assign a default value to it. Default value is current user's Unit__c value. User's unit is also a picklist ...
1
vote
1
answer
126
views
How to check if time is between two times
I am creating a field to identify if a Resource is scheduled to work based on the current time without considering the date. I'm using the formula IF(Current_Time__c >= Time_In__c && ...
- 13