Questions tagged [formula-field]

A formula field is a field that automatically calculates its value from other fields, expressions, or values.

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Formula cannot use another formula field that directly or indirectly refers to itself. Policy_Holder__c.Due_Date__c -> Policy_Holder__c.Due_Date__c

In my insurance app i have one object like policy holder when ever the policy Holder registered a policy the Regd date will populate. so the regt date is fixed it will change so now i want to populate ...
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1 answer
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Formula field - Trying to show a flag if checkbox = true

I am trying to create a formula to show a red flag if a checkbox field is set to True This is the current formula (IF("Response Timer Failed" = TRUE, IMAGE("/img/samples/color_red.gif&...
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1 answer
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I have multiple check box fields but need to display then in a text field [closed]

For example: I have a checkbox called General Ed: CBTE General Ed: Hybrid General Ed: Education And I would like to create one formula field that shows the options that are checked in the box. So if ...
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Reference Field from Opportunity to the Case Object [closed]

I am looking to reference a field from the Opportunity Object to the Case Object. In our org we can associate a case with an opportunity. I would like to pull a value from the field of an Opportunity ...
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1 answer
34 views

IF-ELSE Formula Field

I want to use formula field, if the InstallDate is blank then formula field should be empty. But when InstallDate is empty formula shows me '--'. Can somebody look at my code? :) IF( Account....
1 vote
1 answer
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Display a Qr code ( an image formula field) in a VisualForce page

I have a requirement where I want to display a Qr code related to a record in a visualforce page in order to generate a PDF . I have managed to generate the pdf , howver , The Qr code is not displayed ...
1 vote
1 answer
25 views

Formula Field to calculate conversion rate of one stage over another stage in contact object in reports

My requirement is I have a custom picklist field in the Contact object name stage, like MQL(Mkt qualified Leads and DQ(Disqualified leads) SQL(Sales Qualified Leads) Now I would like to calculate and ...
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Error: Compiled formula is too big to execute

Currently I have a formula consisting of various fields where each of the field itself is a formula. This results in a formula is too big to compile error. I am wondering if there are any ways ...
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1 answer
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How do I create a formula field that displays a text corresponding to a percentage score in another field

Currently, I have fields that have percentage values For instance, my communication score field that is scored based on a series of questions and has the formula I want to change the string in my ...
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How to create (formula?) field in Account that pulls through a field from Duplicate Record Set object

I have a Roll-Up Summary field that I created in my Duplicate Record Set object that returns a Date, and I'm trying to create a field on the Account object that returns the value of that Roll-Up ...
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1 answer
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Getting syntax error in formula field salesforce

When I'm trying to perform a calculation in a formula field(Number) in salesforce, I'm getting an syntax error. IF( ((Forecast_Tons__c – Minimum_Range_Value__c) * Applied_Benefits__c) < 0, ...
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2 answers
62 views

Issues using colon for OR in contains formula

I am trying to check our state and country fields to make sure they are being entered correctly from an integration and get a notification if a state or country is incorrect. However, the Contains ...
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2 answers
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Salesforce URL Formula Field Issue - Seems simple to fix, but who knows

I'm working on a Salesforce coding issue. Let me preface this by saying I'm not a developer or Salesforce expert. But I've identified an issue, that can be resolved if we can figure out how to recode ...
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1 vote
1 answer
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Render Images from Formula - Not Image address

This formula is doing everything that I want except showing the actual Image on the field. Instead it shows the image address. IF( AND(ISPICKVAL(Asset.LBS__c, 'Active'),ISPICKVAL(Asset.Swap__c, '...
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2 answers
41 views

Help with IF function on a formula field -

I have a feeling my parentheses are out of alignment or I need a NOT somewhere for this formula field. I have tried a few different syntaxes with no success. Error message: "Incorrect number of ...
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2 answers
51 views

Formula for showing flags based on a number field

am fairly new to Salesforce and do not come from a technical background so struggling with Formulas. I am trying to achieve the following logic; If the NPG Triage Result Code is 5, 7, 9, 21, 99 then ...
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I have a custom formula field which converts a date field to text. Additionally i want it to only convert the date field to text based on Account type

Currently I am using the below formula in my formula field to convert a date field to string : IF(ISBLANK( Fiscal_Year End _c), NULL, TEXT(DAY(Fiscal_Year End _c )) & ""& ...
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1 answer
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Formula field based on data input [closed]

I need a formula field which I want to show percent completed based on how many fields have been updated. So let's say I have fields A, B, C, D and our SDR has only updated three of the four fields, I ...
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1 answer
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Hierarchy Custom Setting default value in Formula field taking the old value into calculation

I have a hierarchical custom setting called Test_Custom_Setting__c and I have field in there called Time_Delay__c set to the default value of 5 and also the Organizational defaults for this field is ...
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1 answer
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How do I use a formula text field to display in a record whether a candidate has been approved or not, based off a checkbox?

I have a checkbox field named "Approval" that is checked and not checked when creating a candidate record to see if they have been approved. What I'm trying to do is create a formula text ...
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1 answer
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Flow Formula Field

How can I update a picklist status value to Inactive when a record has passed 31 days After Job End date? I have a scheduled flow setup on weekly basis and it should check all Active records and ...
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1 answer
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Trying to create a formula for showing a flag on a field but my forumla keeps showing Error: Syntax error. Missing ')'

I am trying to create a formula, this is the on I am working on. The first IF statement is working OK but the other two are not. The logic required is; Additional Formula : Existing formula + Yellow ...
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2 answers
178 views

Best practice: formula field in child record to reference parent field

I found this question Best Practice: Formula field Vs new (duplicate) field but it's a bit old and it didn't get much traction anyway. I have a field Minion__c in the parent record and I need a field ...
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1 answer
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Need help using IF statement in Salesforce Flows

We're moving to Flows and I need a bit of help on IF statements in Salesforce. I've tried a few variations but with the IF statement when creating a DATE formula but I keep getting “Syntax error. ...
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1 answer
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Need a field that will count the number of days between date1 and today but stop counting once date 2 is filled in

I'm working on building out an SLA tracker that will look at a date in the case (date1 in my example) and subtract the days between date1 and today. However, I also need it to stop counting once ...
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Formula based on Roles Hierarichie

I would like to create a formula that is based on role hierarchies. If I have the following Hierarchie: Agent 1 Agent 1.1 Agent 1.2 Agent 1.2.1 Agent 1.3 Agent 1.4 Agent 2 I want to create a ...
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what's __pr in salesforce fomula [duplicate]

I've seen the following in a formula field on the account: IF ( Subscription__pr.Is_Active__c = true, true, false ) What is this __pr in the formula? Subscription__c is a child object ...
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Percent Formula Field using MAX function (for single field)

I am trying to create a custom formula field (Percent) off of another custom formula field (Number) that self references the Number field to find the highest (MAX) value and to convert the Number ...
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Formula field conditions

We have lot of conditions to be set for a formula field as below. Is it possible to have these many conditions to be included in a formula field? if( Source__c =="Manual" || Source__c == &...
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Way to generate contract numbers while creation according to a particular format

Is there a way to generate a contract number while creating a contract such that If the Contract created on "july 3rd 2022" then Starting number will be 2300010 If the Contract created on &...
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1 answer
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Rolling up Primary Contact Picklist Value to text on Account

I'm attempting to solve what I think is a fairly simple problem. We are using NPSP, and track our board members on the Contact level. For some complex reporting reasons, I need a way to simply display ...
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1 answer
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Formula within a flow - loads of 2 part IF statements - must be a better way of doing this

I'm new here but the questions and answers here have helped me before so thought I'd try posting. I'm trying to use a boolean formula that will be referenced in a flow. The idea is to update a ...
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1 answer
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Finding the difference between new value and old value for amount

I have a basic opportunity field history report that's filtered so I'm only looking at changes in Amount. I want a column that shows me the difference between the new value and the old value. I tried ...
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1 answer
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IF OR NOT ISBLANK Formula nesting help [closed]

I have a formula to calculate renewal upsell only if the Previous Renewal lookup isn't blank. I want it to also only run if Type (picklist) = Renewals. IF(OR(NOT(ISBLANK(Previous_Renewal__r.Name)), ...
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1 answer
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How to create following text using formula field?

I want to create a text like /lightning/n/Some_Page?c__recordId={!"+ objectfield1value +".Id}&c__docId="+ objectfield2value Whenever I am creating this it's automatically removing &...
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1 answer
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ADDMONTHS Formula Gives Different Result in Before Insert Trigger

In order to isolate and re-produce a more complex issue, I've created a formula field Expiry_Formula__c on object Opportunity with the formula defined as: ADDMONTHS(Expiry_Date__c, -3) where ...
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1 answer
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CASE function in formula field says - Error: Incorrect argument type for function 'CASE()' [closed]

What is missing in the below formula? I just copied it from the documentation and changed the fields and values. CASE( IsAllDayEvent, true, "TRUE", false, "FALSE", '' )
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1 answer
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IF Formula help - Multiple Parameters Issue

Im new to salesforce formulas and need to implement this new field (New_License_Manager_ID__c) into the formula. I received an Error: Incorrect number of parameters for function 'IF()'. Expected 3, ...
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1 answer
628 views

How to calculate & report on the time between two specific Stages?

I’m trying to calculate the amount of time it takes for an opportunity to move to a specific stage after being created. For example, Client A moves through the following stages: First Contact: 3 days ...
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1 answer
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Update a Date field on the record in Flow Builder from the output of a formula date field

I am new to creating formulas in flows, and just starting to learn flows altogether. I am trying to create a record-triggered flow to update an existing Date field on a record based off the output of ...
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3 votes
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How can I tell if a field is a non-custom formula field in the REST API?

We have an integration that allows users to specify criteria to listen for on arbitrary object types in Salesforce. The user specifies the object type they want to listen to updates on and then they ...
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How to filter a Dashboard using a formula field?

I have a dashboard that I wish to display on clicking a link. This link has to be prepared in a way the dashboard filters and displays the components only for the products that are associated with the ...
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1 answer
101 views

How to convert date/time field to a text field using formula

I have 3 fields on UI Name field1, date time field2, text field3 field3 is a formula field which is concatenation of field1 and field2. field1 + text(field2) if field1 value is Sam D field2 value is ...
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A formula number field can't be used in rollup summary

The child object has two formula number field and when I want to create a rollup summary field on parent object, one of them is not available. What can be the reason of it?
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Help me with this IF () function for getting Zodiac sign output using Date of birth field

I am trying to get an output of Zodiac sign using date of birth field. Here is my code using IF () please help me frequently getting syntax error of expected 3, received 1. Wh could me the mistake? IF(...
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2 answers
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How to change boolean result to a compatible currency value in a formula field

I got this formula and I got stuck trying to make it work. How do I get the result to be compatible with a currency field? Any help would be greatly appreciated! The error: Formula result is data type ...
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Formula Help - alternative of using nested if in formula due to size limitation

Can anyone kindly help me with with following salesforce formula I have been trying to write. Formula is getting fairly complex and large due to number of conditions. Basically there are 4 status ...
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2 answers
256 views

Text to Date conversion

I want to convert text value into date . Text field contain value= 21-FEB-2022 DATE() function is not working as value is not in proper format
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1 answer
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Flow Formula not correct

I'm sure this is simple... I have a formula field that calculates square footage of a rug. I am using this resulting field in a Screenflow ( Not connected to any object ) to run a quick estimate ...
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1 vote
1 answer
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How do I populate a formula text field for an HTML link that would include multiple fields from the same object?

I have dynamic "add to google calendar" links configured for Visualforce templates, but would like to be able to populate the links on our SF event object as a field so users without ...
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