Questions tagged [formula-field]
A formula field is a field that automatically calculates its value from other fields, expressions, or values.
1,004
questions
0
votes
0answers
5 views
Contact Checkbox field based on Contact's Email Domain
I need to create a checkbox on Contacts that is automatically flagged when the contact has an email address that falls within a specified list of domains (i.e., "@xyz.com", "@abc.com&...
0
votes
0answers
12 views
I have trouble creating Map location hyper link using geolocation fields
We have a requirement to create hyperlink which will take the user to the google maps page of the address.
I followed the salesforce standard solution on creating the link. as per the below link
https:...
0
votes
1answer
20 views
Formula Field that fetches information via a Lookup
Goal: I want to create a report that displays all activities from the marketing department.
The activities are stored on the custom object called "Activity". Unfortunately, on the object ...
2
votes
1answer
20 views
Changing the colours of the fields depending on a formula?
I have two number fields on opportunity layout. A and B. I want to create a formula field and when A>B the formula field will be red or just an indication that people will notice it right away when ...
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0answers
13 views
Can we update an opportunity record in a way that same updated picklist value should reflect in the Activity as well? [closed]
My business team had in their requirements is the following:
If a user changes the Student Journey Condition value on the opportunity record, that change should default to all subsequent new activity ...
0
votes
1answer
13 views
Address(home, a location on google maps, etc.) data type
How can I create an address data type?
On my Salesforce there is Billing address.
When I create a new account I see the billing address field and it show something like this.
How can I create new ...
0
votes
0answers
35 views
How to generate random number from a change in another field? [closed]
I want that random number to be generated on quote number field only if only I change the stage to estimating. I could not figure this out. I already have a stage field and it controls probability ...
0
votes
1answer
19 views
How to create a formula field for that updates to the time the Opportunity was closed?
I want to create a new field with the name Close Time, which indicates the time an opportunity was closed. I am unsure on how to do it. I have also found this (Making opportunity close dates work as a ...
0
votes
1answer
15 views
How to find days difference between two dates in a formula Field in visual Flow builder in salesforce
I'm pretty new to salesforce, and the only closely related information I could find related to the subject matter was provided in this link.
I'm basically working in a flow builder and I want to find ...
0
votes
1answer
31 views
Formula field with 4 IF statements and 2 False statements
I need to make a formula field work, unfortunately, I cannot figure out how to place statements so that I can include 2 False options (False options have been bolded)
The logic behind the formula:
If ...
0
votes
1answer
29 views
Org Time Zone with DST enabled and DATEVALUEs in a Formula
Can anyone tell me what is wrong with this formula, please?
This has been working correctly, but for no apparent reason seems to be display 1 hour earlier now.
I checked the DST setting in company ...
0
votes
0answers
13 views
Add a record link in HTML email body
we are using a Action layout editor to enter a new email from activity component, we want the users to get the predefined value upon creation of email, everything is working except the HTML body, we ...
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votes
0answers
20 views
Better way of writing picklist in a formula feild so that i dont exceed 5000 char limit? [duplicate]
Below is my picklist values. I tries writing case for it but it throws an error can someone tell me how to write a case for the picklist values?
(
ISPICKVAL(PartnerTier__c, "Gold") ||
...
1
vote
3answers
195 views
Formula is too big to execute (5,221 characters). Maximum size is 5,000 characters [closed]
Below is my formula that I want to execute I tried using '&& and ||' instead but I am still getting error Can you please help
IF(
AND(
$RecordType.Name = "Reseller", ...
0
votes
1answer
24 views
Report on cases closed in the last hour
my customer would like to be able to report on (and hence have a dashboard component showing the) number of cases closed by their customer service operators in the last hour.
The way I thought of ...
0
votes
2answers
31 views
How to convert this multiple if else into a formula?
How can I convert this classic syntax of a multiple if&else :
if (days < 1) {
(...)
} else if(days >= 1 && days < 2 ) {
(...)
} else {
(...)
}
Into a Salesforce ...
0
votes
1answer
20 views
Help with nested IF statement with images
I have a field "Account__r.Commission_Rate__c" and depending on the value of this % field, I want to show a coloured flag.
If the % is 0-5, the red flag needs to display.
If the % if 5-10, ...
0
votes
1answer
26 views
Formula Field and Using the FLOOR and CEILING function
I have a formula field that works perfectly except in the condition when the arithmetic returns a number less than 1 such as 0.24, the floor function is rounding it down to 0. For my requirement, if ...
-2
votes
1answer
29 views
Formula Field to display value in the number field [closed]
I have an object called (Object1) 'Vechiel' and that has following fields like - 'Age'-(Number) 'Type'-(Picklist) and Max_Term-(Number).
And one more object called(Object2) - 'Application', which ...
0
votes
2answers
32 views
Formula Field on Opportunity and OpportunityLineItem
I have two formula fields: one on the Opportunity and one on the OpportunityLineItem that are calculating the exchange rates to USD:
CASE( CurrencyIsoCode ,
"EUR", Amount * 1.11,
"GBP&...
0
votes
0answers
15 views
Emails to Reply To Report
One of my business requirements is to create a dashboard/report for the Sales Reps that highlights emails that they need to reply to. We are currently using Gmail Integration And Lightning Sync.
The ...
0
votes
2answers
33 views
Calculate number of years between two dates in formula field
I have two date fields:
OrderApi__Paid_Through_Date__c and OrderApi__Activated_Date__c
I have the following requirements:
If Length of membership <1 year, display 5
If Length of membership 1-3 ...
0
votes
1answer
27 views
Count activities on contact object
Is it possible to create a rollup summary field on Contact to count the activities. For example, count the total number of times 'Log a call', total number of times 'log a meeting', and total number ...
0
votes
1answer
23 views
Populate date field when another field is changed
I have two fields: Turnover and Turnover Date. The 'Turnover Date' is a formula field which needs to be automatically populated when the 'Turnover' field is changed/updated. Is there anyway to achieve ...
0
votes
1answer
26 views
Get user timezone label value in formula filed salesforce
I have created a formula field User Timezone and I want the current login user timezone value.
I have written the formula
User Timezone = TEXT($User.TimeZoneSidKey)
but I am getting the value Asia/...
0
votes
1answer
224 views
Set another field from formula field
I have two formula fields (ex. Parent and Child) and I want to recalculate the child field when the parent's value changes. Is there any way to do this? Is it possible to set the Child value from the ...
0
votes
0answers
24 views
Formula Field Image is Not Visible in Community Pages
Following this guide https://trailblazer.salesforce.com/issues_view?id=a1p30000000eNzdAAE&title=image-formula-field-not-displaying-in-napili-community-template
I have uploaded my image as an asset ...
0
votes
2answers
10 views
Advance formula field nested condition not working
I want a formula like this:
IF (
(Field1 = 'Value1' AND Field2 = 'Value2')
OR
( NOT (ISBLANK (Field3)))
),
"Output1", "Output2")
This is my actual formula:
IF(
(...
0
votes
0answers
11 views
Formula to calculate 'Created Date Week in FQ'
Hi guys could someone help me figure out where this formula is calculating wrong. The formula is used on a custom field that calculates the week in fiscal quarter the record was created. In this ...
0
votes
2answers
24 views
UserId in formula field
I want to insert UserId of the SObject AccountTeamMember in a formula field, but I'm not able to put this field...
How can I do it?
We can see in the pic that I don't have the option to put UserId in ...
0
votes
1answer
23 views
How to evaluate multiple values in the Contains function via a declarative salesforce formula
I am trying check if the suppliedemail field contains any of these domains but is not working.
If(CONTAINS("lincare.com:ndc-inc.com:preferredhomecare.com", SuppliedEmail),
mod(...
0
votes
0answers
17 views
Show/Hide Multi Picklist value based on field value
I have these fields, When the Percentage and Formula are not null, then Savings value should be hidden from the Product Type multi picklist.
Any Idea?
Thanks in advance.
0
votes
1answer
21 views
Compiled formula is too big to execute over 5000 characters, only standard field in the formula
I know they are quite a few questions regarding formula being to long (over 5000 characters), from my understanding if the formula uses fields who are also part of other formula fields this will count ...
0
votes
1answer
59 views
Calculate Integers as Time format
I am developing a flow (process builder) to perform integer calculations, but in the Time format.
Due to a limitation in BMC Helix Remedyforce, I was unable to use a Time field in CMDB and therefore ...
1
vote
1answer
13 views
Calculate number of weeks left until expire date
I have a field called 'Membership_Expire_Date'. I want to calculate the total number of weeks left for a membership to expire. It is easy to calculate number of days with formula ...
0
votes
0answers
13 views
Add all acounts in hierarchy including parent account
I have a scenario to create a field to show the total number of all accounts in hierarchy including the parent account. For example, add ‘Projects’ field that calculates number of account in hierarchy ...
1
vote
1answer
25 views
Process builder cannot evaluate formula field
I have the following formula field 'Payment Status' that checks if an invoice is paid or not:
I have a process builder that checks if the value of the payment status is 'Unpaid', it schedules some ...
0
votes
1answer
23 views
Formula Field: Combine number formula and text formula
I have two formula fields.
First formula is a number formula:
(First_Response_Date_Time__c - CreatedDate )*24
it calculates Time to First Response (in hrs)
Second formula is a text formula:
IF(AND( ...
0
votes
1answer
33 views
Salesforce Hyperlink Formula Help
I am looking for some help with a formula. I am trying to display a hyperlink to users based on the obj status and add another condition based on user profile. So far the formula works:
CASE (TEXT (...
3
votes
1answer
63 views
Why can't I reference all Opportunity Product (OpportunityLineItem) fields in formula fields?
Salesforce's Spring '21 release finally offers Opportunity Product (OpportunityLineItem) lookups, which my organization has been waiting a long time for. However, we're having issues with our ...
0
votes
0answers
12 views
Advice on a way to stamp a value that is calculated with a formula field
The requirement is they want a field called 'Baseline cost' on the Project Task object to 'stamp' a value which is calculated when a checkbox called 'Baseline Project' on the Project object is checked....
1
vote
1answer
40 views
Formula Field to filter contacts to synchronize in SFMC
We would like to use a formula boolean field to synchronize contacts from Salesforce CRM to SFMC.
We know that formula fields are specific and that we should care about its use, because alone it doesn'...
0
votes
1answer
60 views
Validation Rule on Case queue
My requirement is to build a validation rule on case object,Whenever case reason is Support Group it assign to only Support Group Queue,If not display an error like Case reason with Support Group can ...
0
votes
1answer
18 views
Prevent case sensitivity in formula
I was struck at a point where I want to populate a formula field in an object based on the billing state. I've tried below formula and it worked.
CASE( BillingState,
'AP', 'IST',
'TL', 'IST',
'ALASKA',...
0
votes
1answer
33 views
Using a formula field checkbox in a decision component of a Lightning Flow
I have a lightning flow where a an outcome in a decision component is defined on a custom formula field checkbox set to true. But the flow still moves on the default outcome even when the field is set ...
0
votes
1answer
68 views
Creating Cross Object Formula Field
Do i have to create a look up or master-detail relationship between 2 objects before a cross object formula field can be created.
Please help
1
vote
1answer
21 views
Can I adjust Workflow Rule to only trigger email alert when formula field value changes not any time its updated to same value?
This is My workflow rule
AND(
ISCHANGED( Number_c ),
ISPICKVAL( StageName , 'Closed Won')
)
The problem I have - currently I get an Email alert even if the field has the exact same value as ...
0
votes
0answers
32 views
How can I create an auto increment number that resets every month
I need to create a custom field that needs to contain the following values:
year.month.autoincrement
autoincrement needs to be reset every month,
example:
2021.1.012
2021.1.001
how can I accomplish ...
0
votes
1answer
53 views
Number Formula - Two Date/Time Field Difference Within Business Hours
I have a formula field (FirstCallDif__c) that shows in minutes the difference between two fields:
(FirstCall__c - CreatedDate) *24*60
This gives us the minutes however some leads do come in at say ...
0
votes
1answer
37 views
difference of two date time field in days and hours
How can I show the difference of two date time fields in days and hours. I am trying to do this in a formula field or process builder.
Example: 16/10/2021 11:00am - 15/10/2021 10:00am = 1 day 1 hour
