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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.

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Formula for First Resolution of Case

I have a formula that calculates the resolution time of Case with the following formula: (CreatedDate - ClosedDate )*24 I only want this to run when first time when case is resolved (First time the ...
Liam o's user avatar
  • 11
-1 votes
1 answer
49 views

Text formula to pull text between special character "|"

I am trying to build a formula similar to the one mentioned above. The source of the field is a text value such as the following examples. Transfer | Edna (Edna) Garcia | Motherboard LLC | The goal is ...
Shehryar Rana's user avatar
0 votes
1 answer
35 views

Validation rule that excludes a picklist doesn't work

I have a validation rule that prevents the case from closing if it does not have an associated account, however, I need to ignore this rule if the picklist value is "E-mails que não são casos&...
Camila Rizzi's user avatar
1 vote
1 answer
63 views

Formula on Individual Email Result for Engaged Segment

There is an Individual Email Result, a custom object created from the Marketing Cloud Connect managed package between Marketing Cloud and the CRM.  This individual email result object has some custom ...
Gitconnect's user avatar
0 votes
1 answer
24 views

Checking if picklist value is blank to start a flow

I'm trying to create a flow that will look to see if a picklist value field is blank. If it isn't blank then it should not update the field but if the field is blank then it is ok to the write the ...
SFPatti10's user avatar
-1 votes
1 answer
35 views

Formula Syntax Error (Account to Quote)

We are trying to create a basic formula field to pull an account field into the quote object (see below) Account.Customer_Registration_No__c However the syntax errors out advising "Field Account ...
Orion18's user avatar
-1 votes
0 answers
29 views

IF Statement Based on Data from User Roles/Groups

I am a trying to create a row-level formula in a report, and am a novice at Salesforce functions. The report pulls emails associated with tickets/cases, and the row-level formula is meant to identify ...
SEC's user avatar
  • 1
0 votes
0 answers
35 views

Exclude Rounding from Ceiling/Floor Formula in Flow

I have a formula in flow to calculate our term based off the contract start and end dates. The term field is a whole number field with no decimals. If the value calculated is greater than 15 days then ...
jmorris007's user avatar
-2 votes
1 answer
25 views

Catch last name from email

could someone help me out to get only the last name from email address ? Example email: [email protected] I would like to get only "Snow". I made formula to get first name but how can I get ...
Freeezer789's user avatar
-1 votes
2 answers
53 views

what mistake am I doing here

IF( ISPICKVAL(CA_Product_Group__c,'Provider'), "Provider", IF( NOT( OR( CA_Case_Owner_Name__c = "DRG Customer Service", ...
Sadiksha's user avatar
1 vote
0 answers
33 views

Prepopulate To Email Address using Global Action

We have a global action to send email. It populates the to address correctly when invoked from Contact detail page. We want to use same the global action to send email from Opportunity record. Here ...
Exps's user avatar
  • 263
-1 votes
1 answer
31 views

Why does the same field seem to have 2 different API names, one with __c and one with __pc?

This is on the Account object, and is referencing a Contact Id. I see to different field names when searching for the field in object manager. Before clicking on the field it is Contact_Id**__pc** ...
Sunlight's user avatar
0 votes
1 answer
58 views

Calculate the number of quarters two dates span across

I'm trying to come up with a formula to calculate the number of calendar quarters two dates will span across. For example, if StartDate is 17 JUL 2023 and EndDate 9 JUL 2024, the formula should return ...
Sebbie's user avatar
  • 91
1 vote
0 answers
32 views

Assistance Needed with Left Joined Custom Report

Assistance Needed with Left Joined Custom Report I have a custom report that combines two objects, Intakes (Leads) and Matters (Intakes converted to Matters), using a left join. I opted for a left ...
Shakti's user avatar
  • 11
2 votes
1 answer
32 views

Nesting Formulas In A Flow

I'm building a flow that has two formula resources. One of these formulas is used heavily as part of the other formula. I wasn't able to find a clear answer on whether formula resources in flows are ...
eHarazi's user avatar
  • 155
1 vote
0 answers
35 views

Flow formula resulting in null value

I have a flow formula that seems to be resulting in "null" when I check the debug log and it is not returning a negative value so I suspect there may be something erroring out or simply not ...
patriciajlim's user avatar
1 vote
1 answer
18 views

Flow formula calculating incorrectly

I have a formula within flow that is calculating incorrectly. The formula is as follows: {!$Record.Fee_Calc_1__c} - BLANKVALUE({!$Record.Fee_2__c}, 0) - BLANKVALUE({!$Record.Fee_3__c}, 0) When ...
patriciajlim's user avatar
0 votes
1 answer
35 views

IF statement in HTML Template Giving blank output

Here is the formula I am trying I get the result in the formula field but it turn blank when I am using it in Email template {!IF(Client_Life_Event__c.Legal_Business_Name__c, Client_Life_Event__c....
SFDC_learner's user avatar
0 votes
0 answers
32 views

Datetimevalue function adding an hour

I’m using the Datetimevalue function in a formula field to convert a date value to a date time and it’s saving on the record as 00:00 GMT as expected, however when viewing it it is converting to 01:00 ...
Jonathan's user avatar
1 vote
1 answer
68 views

Gack error when formula in entry condition of a record-triggered flow references null value of a custom picklist field

We are creating a new API v59.0 record-triggered flow (create or update) on account object (for person account records in specific) which has a custom restricted picklist field. We are referencing the ...
Borz998's user avatar
  • 101
1 vote
0 answers
26 views

Field ID into formula field on Field Trip

I am currently trying to create a formula field on the FieldTrip custom object in Salesforce. The field needs to capture the Field ID. I know you can find the ID from the URL, but for reporting ...
M.M.19's user avatar
  • 21
1 vote
0 answers
32 views

Is there a way to force a product search to sort results based on certain keywords?

When a customer searches for let's say "battery" or "batteries" in the search in the header navbar on the site, the results page typically lists a handfull of other products that ...
gurtner's user avatar
  • 111
1 vote
1 answer
106 views

Rounding formula in Omnistudio Dataraptors

I am currently new to Omnistudio and I am using it to do document generation. I am extracting data from the Invoice Object and Invoice Lines Object to create an Invoice PDF. I have a problem ...
Teach Suppors's user avatar
-1 votes
1 answer
39 views

Could you please help me to write a formula Salesforce

Coud you please help? I need convert this SQL code to Salesforce Formula left(Price_Lookup_Id, case when charindex(':', Price_Lookup_Id) = 0 then len(Price_Lookup_Id) else charindex(':', ...
Ostap's user avatar
  • 1
0 votes
1 answer
190 views

Formula to check if field value is changed and not null in Flow

I'm adding a formula variable in flows where I need to update a record if Field A is changed and also should not be null. This is a before save flow and runs only on update records. I tried below ...
coder123's user avatar
  • 107
0 votes
1 answer
71 views

Set a custom checkbox field to TRUE based on another checkbox field value and a text field value

I need to set a custom checkbox field to be TRUE based on the values of two other custom fields. The new checkbox field is named 'Is_International_Student__c'. The existing fields are a checkbox ...
Andrew Jaffee's user avatar
0 votes
2 answers
64 views

Formula field syntax exceeds character length limit

I have the following formula field that uses nested if statements: IF ( AND ( NOT(ISBLANK(Last_SMS_Sent__c)), NOT(ISBLANK(MobilePhone)), NOT(ISBLANK(...
user1718612's user avatar
0 votes
1 answer
49 views

Syntax Error - Summary Level Formula

Baby SF user here, I cannot get past this Syntax error saying I am missing a ')' in this formula: ( ( SUM( CASE WHEN BucketField_77200030 = 'Promoter' THEN 1, ...
Ana 's user avatar
  • 11
0 votes
1 answer
40 views

Trying to write a Flow formula using a picklist field. Whenever a stage changes in the Opportunity the probability must change with it

Here is the Formula I have created. I am stuck because I keep getting an error stating too many or not enough ( or Field StageName is a picklist field. Picklist fields are only supported in certain ...
Tracey Montoya's user avatar
0 votes
1 answer
51 views

Nested AND/OR Statement in a Validation Rule on the Case Object

I've tried following other resources, but decided to share this one to see if anyone could help me get the syntax correct: I need to display an Error message on the Case Record when someone tries to ...
Patrick Fuller's user avatar
0 votes
1 answer
192 views

Calculate hours between 2 date/time fields excluding weekends adapted for different timezones

I am stuck with an issue with editing Salesforce formula for counting business hours between 2 dates (provided by Salesforce here): ROUND( 8 * ( ( 5 * FLOOR( ( DATEVALUE( date/time_1 ) - DATE( 1900,...
Ivan Sholok's user avatar
1 vote
1 answer
41 views

Help with Formula Field - IF & LEFT Functions

Newbie here. Would appreciate all your help. I'm trying to write a formula for the following Scenario: Field Name - "Course Interest" has Certificate I, Certificate II, Certificate III, ...
Shanaya's user avatar
  • 13
0 votes
0 answers
55 views

Formula in Classic Email Template ISBLANK

I am trying to return custom text when a field is blank in my record using a classic email template. I am pulling my hair out. I have searched high and low with no luck. I am using this formula in the ...
Alex Silver's user avatar
-1 votes
1 answer
30 views

Update Checkbox Formula Field - Case?

I am trying to make a checkbox formula field on a custom object using a CASE function to set the value. There are specific entries in a text field that I would like to set the new checkbox to true, ...
AWC's user avatar
  • 1
0 votes
1 answer
41 views

Nested IF statements, second IF Statement is not working

I have nested IF statements, and the first IF statement is correctly returning "Yes" when a record type does not have all of the values present, but the second IF statement - written the ...
Kate Colson's user avatar
0 votes
1 answer
183 views

Formula Field Case Statement that is dependent on a picklist value

I am trying to edit a formula field and make the Case Statement dependent on the value of a picklist, namely an account TYPE. I know an IF statement takes 3 arguments, but the following is the gist of ...
Bill Beatty's user avatar
-1 votes
1 answer
97 views

A way to track time spent on a custom Stage/Picklist in a custom Object

I'm helping in a Org that isn't using the Opportunity Object, they have a custom Object for this scenario. One of the fields is a picklist named "status" that is referenced by the Path at ...
Doug W's user avatar
  • 1
-1 votes
1 answer
30 views

Use a formula that returns text, concatenating a number field

I have the following problem: I need to use a formula in my flow, which will be for my description field, text should appear in it and concatenate with a number type field. I receive the following ...
Jéssica Lima's user avatar
0 votes
1 answer
66 views

Change color of standard salesforce images samples

I would like to know if it is possible to change the color of this type of image /img/samples/color_yellow.gif I would like to use other colors, such as blue or orange
Jéssica Lima's user avatar
-1 votes
2 answers
71 views

Syntax error. Missing ')'

I'm trying to create a validation rule but it's erroring due to a missing parenthesis. Plan_Required__c = "Naked Fibre" && NOT(Selcomm_Internet_Plan_ID__c, "906", "...
Josh Bridgman's user avatar
1 vote
1 answer
24 views

Collection Filter formula unable to use TEXT() to convert Picklist value to Text value

Receiving unexpected error when debugging a subflow that uses a Collection Filter with formula referencing a picklist using TEXT(). Oddly enough, this validates successfully inside the subflow, but ...
Rebekah Oakes's user avatar
-1 votes
1 answer
51 views

In year ARR (Annual recurring revenue) formula

I am currently using this formula to calculate FY23 In Year ARR (Revenue expected to be earned during 2023): IF(NOT(ISBLANK(Production_Live_Date__c)) && YEAR(Production_Live_Date__c) == 2024 |...
Ft2711's user avatar
  • 45
1 vote
0 answers
277 views

How to properly write custom header formula in External Credential?

I need to make callout to the Hotel Beds api. For an authentication headers I used External Credentials custom headers. But it is not properly creates headers(I guess). Hotel Beds requires following: ...
Ефименко Владислав's user avatar
-1 votes
2 answers
338 views

Date Format to have Month as Text

So I'm trying to create a formula field that will take the termination date in our system and format the month into text but still keep the day and year in a number format. I have the following So for ...
A Long's user avatar
  • 7
0 votes
0 answers
67 views

Arbitrarily splitting an Address

This is a bit of a weird one, but due to a limitation with the Bringg/Zenkraft integration, Shipments cannot be created if either address line 1 or address line 2 > 35 characters. The issue is that ...
B Kelly 's user avatar
0 votes
0 answers
53 views

When the Salesforce Survey is submitted using the link, how do we get the ORG Base URL using Record Triggered flow?

My implementation: Implemented a flow, triggered when someone submits a Salesforce Survey. The Survey Link is sent to the user using email. I need the org URL to generate a Record Link in the flow. ...
Mehedi's user avatar
  • 409
0 votes
1 answer
82 views

Multiple If statement with Picklist values

I have a formula date field that says IF Portfolio = Interfaces AND ISPICKVAL Status = AGREED AND ISPICKVAL Action= Reminder, then Date -28 ISPICKVAL Action=Chaser 1, then Date + 14 ISPICKVAL Action=...
Puzzled's user avatar
-1 votes
1 answer
43 views

Need help on converting an excel financial formula to apex code

I have a requirement wherein I have to create payment schedules for the duration of the loan term. So the formula that I received from the finance team is below (((1)-(1/((1+(3%/12))^(Term-1))))/(3%/...
Rohit's user avatar
  • 11
0 votes
2 answers
318 views

Formula to populate a field if closed date is blank

I am trying to calculate number of days between case created day to today and fill that values in Field name Created Days to today. But it should have null value or Blank if the case has Closed date ...
Aswin Gunasekaran's user avatar
0 votes
0 answers
33 views

Non-required lookup + lookup formula WHERE condition = weird results?

Lets assume sObject_A with a formula field that calculates some positive number based on record fields. If the number cannot be calculated due to lack of data, the number is set to -1. sObject_B has ...
Kacper A's user avatar

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