Questions tagged [formula-field]

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

Filter by
Sorted by
Tagged with
0 votes
0 answers
23 views

Updating Checkbox Field Based on Formula Field

I have 2 Custom and 1 Standard Object: Subscription_c, Term_c, Account Subscription_c has a lookup relationship with Term_c, called Subterm__c Subscription_c has also a lookup relationship with ...
0 votes
0 answers
16 views

Omniscript Function Formatting

Let's say we are having a User Account Number, and trying to formatting includes a dash “-” after the first two digits and a dash “-” before the last digit. Example: 5300107430734 ---> 53-...
  • 107
0 votes
1 answer
35 views

Formula Field return minimum date?

I am trying to write a formula that returns the minimum date (or earliest) out of these three date fields: MIN( Year(Year_One_Start_Date__c), Year(Year_Two_Start_Date__c), Year(...
-1 votes
1 answer
41 views

Date/time field is not populating although syntax is working

I would like to combine a date and a time value, based on the condition, that the "time of the day" field is set to "Morning (09:00 - 13:00)". The syntax is working but when I look ...
-1 votes
0 answers
36 views

Formula Field to exclude weekends

I have a business need to exclude weekends for the report purpose, kindly help me out on this. Existing formula field : IF(ISBLANK(Case_Reopen_Date__c), TODAY() - DATEVALUE(CreatedDate), TODAY()...
0 votes
2 answers
31 views

Validation Rule referencing Case Function Formula Field

I am trying to create a validation rule on a custom object that prevents a specific status picklist value from being selected if a number field on the custom object is greater than a formula field on ...
-1 votes
1 answer
30 views

Incoming chats per hour in a report

I am looking for a way to capture the number of incoming chats we get per hour for a particular month. For example : The number of incoming chats per hour for the month of November. Is this achievable ...
0 votes
0 answers
23 views

Can I have a field in Salesforce that decides what to select based on a figure entered manually into FormAssembly? [duplicate]

I collect financial information from people applying to a programme using FormAssembly. I then use connectors to transfer this information into a related field in Salesforce. The applicant enters the ...
0 votes
1 answer
22 views

Formula fields and short circuit evaluation with references to null lookup fields

We were always under the assumption formula fields used short circuit evaluation for boolean logic. But we're running into an issue we've never seen before that seems off. Assume an object has a ...
0 votes
1 answer
22 views

Best route to take for dynamically updating a picklist field based on anothe picklist field triggered by a checkbox?

I was wondering if anyone can point me in the right direction as to how to assign a picklist value (Product) that corresponds to another picklist value (Location), specific when a checkbox is checked (...
  • 47
0 votes
0 answers
19 views

Hyperlink Formula Field not displaying on desktop

I have added a formula field that generates a hyperlink. HYPERLINK(custom_field1__c+"text/alttext/"+custom_field2__c, custom_field2,'_blank') This field populates a working URL, I have ...
  • 197
0 votes
1 answer
28 views

Date population

I am trying to get the next year's closedate using this formula. IF( MONTH(CloseDate) = 2 && DAY(CloseDate) = 29, DATE(YEAR(CloseDate) + 1, 2, 28), DATE(YEAR(CloseDate) + 1, MONTH(...
  • 13
0 votes
1 answer
34 views

Formula for Is Current Fiscal Year Checkbox Based on Date

This is really just a placeholder to store the answer, for anyone else who needs to find this moving forward.
0 votes
1 answer
50 views

Help with a formula field to display traffic light image

I am trying to build the formula for a traffic light on an Account Field. The criteria is: If "Member Status" (this is a picklist field) = Active AND "Restriction" (this is a ...
  • 385
1 vote
1 answer
31 views

Validation rule not triggered when checkbox is true

I am trying to create a validation rule that prevents a lookup field from being updated/changed when a checkbox on the referenced lookup record is true. I tried to reference the field using the _r but ...
  • 13
-1 votes
1 answer
31 views

Referencing junction object records on master object

On the Opportunity object I need to reference the industry sector of the Opportunity Contact Role junction object. One Opportunity has multiple Opportunity Contact Role relationships. If at least one ...
  • 17
-3 votes
2 answers
160 views

Logic to exclude weekends in flow [closed]

While implementing below approach to calculate working days excluding weekends, I am also trying to exclude Holidays that I've added to salesforce org as well. Is it possible to add few resources and ...
  • 1
-1 votes
1 answer
21 views

User Object Field Formula to count # of assigned contact

I was hoping you can guide me to a formula WITHOUT using rollup summaries in the User object. Note: I cannot create rollup summaries because it's not a master record detail. It wont allow me. ...
1 vote
1 answer
101 views

License Object Trigger not firing on "License Status" change

I am trying to write a trigger on the License object (sfLma__License__c) in my License Management org.. the purpose of this trigger to make a callout (in a future context) to my service to notify it ...
1 vote
1 answer
49 views

Tried referencing a Custom setting Text area(255) field inside a Formula in salesforce flow, but somehow it is erroring out saying field not exists

Referencing Text area field belonging to custom Settings heirarchy object inside a condition formula of a Record Triggered Flow is giving following Error: Field $Setup.CustomSettingName__c.test__c ...
-1 votes
1 answer
31 views

Number formula that will calculate days of purchase only if the checkbox returns a true value

Hello I've been trying to create a formula that will calculate days since purchase date only when the checkbox approved is checked as true. I've tried the following in a number formula. IF( ...
0 votes
2 answers
55 views

how to write formula in sf to show percentage

I have a chart showing following information but now i need to have instead of numbers the percentage. Now it shows percentage of all records. But im interested if its possible to count % separately ...
  • 9
0 votes
1 answer
36 views

Extract desired text from a field

In my org there is a record on a custom object which on creation populates a URL on a path field : /lightning/r/Account/0012w000019tsbCAAQ/edit From the above mentioned URL I need the record Id to ...
  • 101
0 votes
1 answer
86 views

Difference between month calculator in salesforce formula field

I have two dates startdate : 12/26/2022 enddate : 02-28-2023 if the start date is 1-15th day then the result should be the current month ex: mm-dd-yyyy[12-11-2022] Then December 1st if the start ...
  • 21
1 vote
1 answer
39 views

Field Formula for Soonest Date After X Amount of Days

I'm trying to create a couple of fields to calculate the eligibility date for employee benefits. -The first one should return a date of either the 1st or the 15th of the month 60 days after Hire Date. ...
  • 13
0 votes
1 answer
32 views

Formula Field Syntax Error

in my custom Activities report type, I need to show which object the activitiy is related to, e.g. lead, account. Contact or lead activities have an ID in the field WhoId, account, opportunities and ...
  • 17
-1 votes
1 answer
29 views

How to create a custom field formula to show task owner first name on the task object?

Current formula which is getting an error:
  • 1
0 votes
1 answer
19 views

What is the proper way to format a formula field so that it is properly spaced

I have a formula field that I created: Career__c + ( FOOO__c ). I want the output of the field to look like: "Ihsan Singh (12345)", but instead, it is looking like this: Service Field ...
-2 votes
1 answer
34 views

Created formula field based on condition

I have a picklist field Source, When the Source field value is 'Social' then the formula should Concatenate the value using 3 fields field 1 = work start date - Date type, field 2 = Emp number - Text ...
0 votes
1 answer
88 views

Custom Field Not Showing Up for Opportunity Product

I would like my sales team to see a custom field — Unit of Measurement (UOM), which is a pick list — for each product when they’re adding it to an opportunity. I have added the UOM field to the ...
  • 101
1 vote
1 answer
28 views

IF AND statement not returning correct results

I am trying to calculate a Project Health field with the formula below. IF( AND( End_Date__c - TODAY() <= 14, Percent_Complete__c < 75 ), "At Risk", IF( AND( ...
0 votes
1 answer
48 views

Formula Field gives error (Compiled formula is too big to execute (15,366 characters). Maximum size is 15,000 characters (Related field: Formula))

I have created formula field on Lead named CountryScore. But on saving the formula it is giving error 'Compiled formula is too big to execute (15,366 characters). Maximum size is 15,000 characters (...
0 votes
0 answers
38 views

Formula checkbox does not check when user views record

I created a checkbox formula that checks when ownerid=managerid. As an admin, the checkbox formula field works and updates but when I log in as different user (manager profile) the checkbox is ...
  • 19
0 votes
1 answer
30 views

Error in a formula with several if

I am trying to create a formula field to display a "clean" value for our revenue. It is a formula based on opportunity fields and it's a field displayed in the opportunity itself. We have ...
3 votes
1 answer
102 views

Where condition in SOQL using Formula Field is not running

I made a query. there is field formula named Source__c, but when i set value source != 'PT1', the code will give value contact that in source PT1 too. This is my source__c formula IF( CONTAINS( Owner....
0 votes
1 answer
44 views

Roll-up summary field of formula fields that returns currency

Documentation it shows that SUM is only available for some types of data. Currency is one of them. I can't use my formula field to do the SUM of all of them. That's the structure of my child object. ...
0 votes
1 answer
25 views

Incorrect IF formula : expected 3, received 4

I need to add some lines into a formula and I started it but I'm stopped with the following issue : Incorrect number of parameters for function 'IF()'. Expected 3, received 4. I saw there's another ...
  • 1
0 votes
0 answers
21 views

FSC Role for Primary Household

We are using FSC with a Person/Household model. On the person, I am trying to do a formula that pulls the role from the Account Contact Relationship to the person Account. Is there any way to do this?
0 votes
1 answer
27 views

Setup a process to update field based on multiple values

Currently, I'm trying to set up a process to calculate Routing Region based on the country field. For example:- if the country equals any of the below values it needs to be tagged as 'Latam'. And we ...
  • 1,448
0 votes
1 answer
148 views

Is there way to programmatically obtain URL of File related to sObject?

This is for my pet project. I have a Candidate object and image from related files should be displayed on it's record page. I know that it is possible to display image using formula field, but for ...
0 votes
2 answers
87 views

Checkbox formula not working

I am trying to select a checkbox if, "Connected" is in the disposition and the call sentiment field does not have "Gatekeeper". My formula isn't working: IF( AND( CONTAINS(...
0 votes
0 answers
43 views

Displaying Year in the footer of a custom salesforce email template

Question is: How do you display the current year in a Salesforce classic HTML email template? This would be where the copywrite section with the 2022 goes. This way it doesn't have to be manually ...
0 votes
1 answer
38 views

Is there a method for lateral summation (without Apex)?

Our team has created Forecast__c which is a custom object related to the Parent Account of any hierarchy. Each Parent Account has a Forecast for every month of the account. So, for example, there is a ...
-1 votes
1 answer
76 views

How to create a formula field which multiplies another formula field with a percent field?

Please help, I need to create a new formula field which should be the multiplication of a formula field by a percent field. Formula field name is margin% - (Total_T_Price__c - Total_N_ Price__c ) / ...
0 votes
2 answers
515 views

Formula for calculating number of hours between 2 Date/Time fields

Problem: I am trying to figure out the time in hours it takes for a Lead to be contacted after the Lead record is created Steps Taken: 1- Created a custom read-only Date/Time field called ...
0 votes
2 answers
79 views

Formula field checkbox [closed]

Hi all I am working on a formula field checkbox such that the checkbox should get checked if the Expiry_date__c of the record is within exactly one month. IF( ( MONTH( Expiration_Date__c)-MONTH(TODAY )...
  • 25
-1 votes
1 answer
70 views

Getting an error : The formula expression is invalid: Incorrect parameter type for function 'OR()'. Expected Boolean, received Text

I am getting an error on the flow that is look for one with value in picklist as = Prime Contractor other being if there is no account associated with it. Should I be changing the ISBLANK to a ...
0 votes
1 answer
35 views

Need to create a formula field

I need to create a formula field which returns the date when the status (picklist) field is marked as complete. I have tried below formula but it is updating today's date for all the ones which were ...
  • 11
1 vote
1 answer
28 views

Salesforce Custom Button to launch Javascript prints Date in decimal value [duplicate]

I am trying to compare dates in custom button which executes JavaScript when clicked. The date values are printed as decimal value which makes it difficult to compare. Any suggestions whats happening ...
  • 11
0 votes
1 answer
92 views

Warning Error when encoding row-level formula: Formula result is data type (Boolean), incompatible with expected data type (Number)

I am trying to create a formula to output either true/false or 1/0 if field Salesloft_Cadence contains the text "EMEA" I get the following error message. Suggestions? CONTAINS(Activity....

1
2 3 4 5
24