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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3
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1answer
33 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 ...
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10 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....
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1answer
22 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'...
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1answer
41 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 ...
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1answer
15 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',...
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1answer
19 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 ...
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1answer
21 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
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1answer
20 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 ...
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0answers
25 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 ...
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1answer
28 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 ...
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1answer
34 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
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1answer
25 views

How can i add two custom text field that has stopwatch time value in hh:mm:ss format (01:15:08) in a formula field so that it can be used in a report

I want to add two custom text field in hh:mm:ss format in a formula field. I have two field in my application that is a stop watch time capture which is stored in text format. In report i need to get ...
1
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1answer
60 views

How can I make a custom field with a formula that generates an MD5 hash?

I'm trying to make a custom field that uses a formula to generate a hash by another field. In short, the idea is: Use field partnerCode to generate a MD5 hash. Something like md5(partnerCode) I've ...
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2answers
33 views

Skip formula evaluation when a particular field is changed?

I need some help with below requirement. We have an existing formula field(Text) - InactiveTime__c on standard object which calculates the duration the record was inactive based on lastmodifieddate ...
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1answer
27 views

How to mimic roll-up summary in formula field

I have a custom object called jobs which are related to the master object accounts. Within the jobs object, I have a revenue field and an invoice_date field. On the accounts page layout, I want to ...
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11 views

Row-Level formula to show duplicates

I am trying to use a row level formula to mark duplicates in my report. Ultimately I am trying to group same loan number and same common ID. I was told I could use the row level field to compare 2 ...
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0answers
22 views

Display name instead of ID with Lookup fields from Event Object

In my email template, I want to display the name of the Lead/Contact from the WhoID field. Support said that this connection is done. So I wanted to display the name in a custom field and use that in ...
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0answers
23 views

Need advice on configuring a formula/validation on a numeric field

I am fairly new to Salesforce and was hoping one of you experts can help me in configuring a numeric field correctly. Basically I need a field that can have an initial value entered, which will then ...
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0answers
18 views

Reference Text Formula in Currency Formula

Trying to create a Currency formula field then essentially goes IF Text field CONTAINS "Partial Credit" (Amount__c * 0.5) IF Text field CONTAINS "Full Credit" (Amount__c * 1) But ...
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1answer
19 views

How to create a formula field to add seconds to the standard CreatedDate field in an Object?

I have this easy requirement where they want a field that displays the the CreatedDate field of the object but with seconds at the end. I've created a formula field but it's still showing like in ...
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0answers
17 views

NULL IF Statement is making a linebreak

I have a section on our Opportunity that creates a Text formula based on if a box in column A is ticked and the same box in column B is not. For example, if we request Item 1, we tick the first box, ...
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2answers
31 views

custom formula filed -extract the Start Time rom Event/Activity Object field ActivityDateTime

The only time API field in the Activity object is the ActivityDateTime. If I want to capture the Start Time ina formula. I don't see a solution. the following formula is pulling the end time. So it ...
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1answer
25 views

Date field should populate todays date ONCE, when the picklist value status = 'new' for the FIRST time

When the picklist value changes to new for the first, I want my date field to be updated for today's date. And this update should only happen once. What should I go for in this case? Formula field ...
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1answer
15 views

Formula field logic

I am trying to create a formula field that looks at two fields to determine the result in the formula field. see below my logic; If field Status = "Ruled Out" and the field Ruled Out Reason =...
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1answer
50 views

Formula Field: how to associate UK Postcode to UK Region?

I have a Postcode__c text field on the Account object. I need to create a Region__c field that contains name of the region corresponding to the Postcode__c. This is determined via the first few ...
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1answer
30 views

Formula Logic - Two picklist fields determining the result

I have two picklist fields; "Status" and "Ruled out reason". I have a formula field called acceptability rating which is determined by the status and the ruled out reason fields. I ...
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1answer
31 views

I am trying to create a validation rule to verify the field 'Occupancy' so that a Booking is only active based on the Occupany

I am trying to create a validation rule on my Booking object so that the Booking can only be active if the Occupancy status on the Booking is either In House or Temporarily Vacated or Blocked out or ...
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1answer
60 views

Do formula fields obey sharing rules?

If I have a formula field that uses cross-object access to obtain a value, if the user has no access (via sharing rules) to the referenced object but otherwise have permission to access the value will ...
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2answers
48 views

How to add a condition in a formula field to update only if the record is created by a user with particular profile

How to add a condition in a formula field to update only if the record is created by a user with a particular profile. IF(f2== FALSE && **$Profile.Name == "abc User"**, 'HI', 'Hello'...
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1answer
36 views

Convert the string to date

I have a text field which holds date in below format 1/15/2020 11:43 AM 1/9/2020 11:43 AM Now, what I need to do is, create a SOQL query that will filter this field. One approach can be, create a ...
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0answers
51 views

Compiled formula is too big to execute (5,016 characters). Maximum size is 5,000 characters

I am trying to merge some field values using formula field but its hitting the limit. Compiled formula is too big to execute (5,016 characters). Maximum size is 5,000 characters each fields are ...
2
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1answer
87 views

How can I get the User ID from a text field which has the user name? Can I get it using a formula field?

I am trying to populate the "Recruiting Lead" field which a lookup field. My use case is that when a new lead enters the system via referral, i.e Channel is Email Referral, Source is Email, ...
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1answer
21 views

How to have a fixed time populated in a date/time formula field?

I have to create a date/time formula field, whose date value will come from a date/time field. However, I want the time to be always 5:00 am. How do I achieve that?
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13 views

Clickable Address field on Lead For Salesforce Essential Edition

My Lead Address field is not clickable in the Salesforce Mobile app. I want it clickable so that when someone clicks on the address it always opens up in google maps. I have a salesforce Essential ...
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0answers
42 views

Custom fields doesnot appear on the Related list in Pagelayout

I created a custom formula field which is DateTime datatype in Product Object which I am trying to add to the related list on the Page layout of Opportunity object. Below is the custom field that I ...
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0answers
35 views

I'm trying to implement a case flagging formula but sometimes the flags work sometimes it does not for some records

As seen on the image some of records has flags and some are not even though there is a value on SLA Category and Case Age. Here is my formula: IF( (OR( AND(TechSLACategory__c=1, ...
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1answer
21 views

How to Update formula field value in a different field on same object using trigger

My requirement is to insert the formula field value(Formula calculated by few other factors), in a different field on the same object. The below code is running in before update but i see many ...
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0answers
17 views

Formula Field to display on Email template

I have five url fields on a custom object, an email template is created to send out the email to users with the custom object(record) content. My requirement is, I should display the url links in the ...
1
vote
1answer
92 views

Get only one formula field calculated value

I have created an object with multiple formula fields. Some formula fields are simple and some are complex. I want to get calculated values of few formula fields. To get the value of a formula field, ...
0
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1answer
20 views

Is there a way to return a specific time through formula field?

We have a requirement in our org, we would need to send out email notification every morning at 8 am. I don't want to write apex code and was thinking to do this through time-based workflow rule by ...
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1answer
17 views

Identify the First and Last Enquiry Source on the Contact object

I have a custom object called "Enquiries" when someone enquires in the enquiry is created as well as a Contact. You can have multiple Enquiries linked to a contact. Within the contact there ...
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1answer
27 views

Formula for formula field looking at multiple picklist items

I would be greatful if you could help. I have a custom formula field "Acceptability Rating" and i want it to look at two picklist fields "Status" and "Ruled out reason" ...
0
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1answer
24 views

Can't use Name from lookup field in formula

I want to define a formula field to have the value of the Name field of a lookup field. I tried something like this: Lead__r.Name where "Lead" is a lookup field pointing to a lead. However, ...
0
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1answer
65 views

Rounding Issue on formula field calculating business hours between two dates

I have the following formula and even though the formula field is set as a number type and has 2 decimals set, the below formula is still rounding up to a whole hour. I can not figure out how to get ...
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0answers
27 views

Trigger changes a fraction of values after every update

I have written a before update trigger on Opportunity to update some fields based on formula fields. Due to some limitations, I could not create a formula field so created number fields and populate ...
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1answer
30 views

Exact Time Difference Between two Salesforce Time difference field

I'm trying to create an SF formula field in which we going to return the difference between my two-time field as Start time and End time. I know one approach to calculate the difference showing it as (...
-3
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1answer
50 views

Incorrect number of parameters for function 'CASE()'. Expected 6, received 7

This is my code: if ( loan__Funding_in_Tranches__c = TRUE , CASE(ISPICKVAL(loan__Frequency_of_Loan_Payment__c,'Weekly') , Ceiling (( loan__Maturity_Date_Current__c - TODAY() ) / 7 ) , ISPICKVAL(...
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2answers
115 views

Flow : Formula for record name on update

I'm pretty (very) new with Salesforce Flows. I'm trying to rename child records, after the parent has been created. It basically replicates what is in this video, but with different objects https://...
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1answer
82 views

cannot delete a field refered in the flow

I am new to flows, trying to delete a field which is referenced in the flow, I have DE-referecned/deleted the field from a screen flow and created a new version of it. Deleted all the inactive old ...
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2answers
27 views

why does user lookup field that is added in formula field is giving me its record id?

why does user lookup field that is added in formula field is giving me its record id ? Related_Opportunity__r.Account.ConversionOwner__c

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