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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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10 views

How to get the EURO currency value?

I want to only EURO currency from this below currency field and save to another field how to do ? Here EURO currency is Corporate Currency.
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10 views

Lock text information of a formula field while the original field being changed

Is it possible to lock the text information of a cross object formula field after a trigger while the original field is changed later? enter image description here e.g. ABN and GST fields in the ...
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2answers
23 views

$Profile.Name in Formula field not updating the checkbox

We have a Custom Field (Formula) on User object which has a simple formula to set the checkbox True if the user's profile is System Administrator. But here i have a user with different profile with ...
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1answer
31 views

How to display value in formula field using logged in user locale?

Use case, I want to display value of Invoice Date on Quote Template document based on logged in user locale. We have date field in Line Columns of CPQ Quote template where we add API Name of date ...
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22 views

Custom URL field shows link with _HL_ENCODED_ in front of it

I have a custom URL field that stores a copy of a URL value from a formula(text) field. The formula field uses the HYPERLINK() to generate a link. When I ouput this field in apex it shows with some ...
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14 views

How to find out whether there is leap year between a date range? [duplicate]

Could anyone please advise how to find out between a date range if there is leap year or not. e.g Start Date = 1 Jan 2019 and End Date is 31 Dec 2022 now using formula field or Apex , how to check ...
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1answer
21 views

formula field to display flag

I am trying to display a green flag when Account status__c(status__c is a picklist field) is Active, else display red flag. I have written below in formula field, but I am getting error message as "...
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1answer
27 views

I need help with a formula field that's bombing out

I have a field that is a picklist field. Then I have a field that is a formula field that calculates a score based upon the option that is chose from the picklist field. This formula is a Case formula ...
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0answers
26 views

Formula.recalculateFormulas producing gack

Winter 20 release is in live, so I wanted to use this glorious feature Formula.recalculateFormulas Thus I tried the below block of code: Opportunity opp = new Opportunity(Purchase_Price__c=2000 , ...
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1answer
36 views

Formula field help, please

I have 3 text formula fields: Field 1, Field 2 and Field 3. I want to create Field 4 formula field that checks if there is value in any of those 3 fields and give the value to Field 4. I have tried: ...
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1answer
21 views

Different Formula for Different Record Types

I have a custom object that has all the same fields except the value of one depends on the record type. I would imagine I could define a lengthy formula with IF but is there a cleaner way? Ideally, I ...
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22 views

How to fetch whatId label in salesforce formula field [duplicate]

I have requirement where in WhatId should be able to display parent name(label) in formula field, i have tried using what.Name in formula field but it displays an error. The below code fetches the 15 ...
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1answer
15 views

ISBLANK Formula Help

I'm trying compare 2 values and then note if the values match or not via a formula. This is the formula that is working as expected - Nation__c = Planning_Authority_Nation__c,"Countries Match","...
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1answer
24 views

Validation Rule not firing after new records is created, only existing

Validation Rule is only working for existing records. When new records are created and edited the VR is not firing. Multi-Selection picklist, there are 2 choices: Project manager (default) ...
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2answers
18 views

Creating a Last Activity Date Formula Field

I'm looking to use Last Activity Date for a report that I am creating for my Sales team, but it does not appear to populate correctly. At least not according to what I've read in the literature posted ...
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0answers
8 views

How to give URL in IF condition while creating List Button

/apex/AP_xxx?oppId={!Opportunity.Id} This is my URL IF(ISPICKVAL(Opportunity.Class__c, 'xxx') This is my condition How to write URL in if condition in button creation.Kindly help
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23 views

Salesforce formula to exclude holidays between two date time fields

I would like to create one formula field on Case object which calculates business hours between two dates. Weekends, as well as Holidays mentioned in Business hours, should be excluded in the formula. ...
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23 views

Time based trigger on Formula Date field - what if the date changes on parent

I have a formula field Campaign start date on the child object. Campaign start date = Campaign__r.StartDate I have a time-based workflow that fires an email alert 10 days before this Campaign start ...
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1answer
28 views

How to apply 3 conditions in formula field?

I am trying apply 3 conditions in formula field. but I'm to complete the requirement. My formula will be like this IF( AND( CreatedById = 'xxxxxx', ISPICKVAL(Scenario__c ,'Budget'...
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2answers
38 views

How to separate Numbers from field data? [closed]

I have a field called Name. The Value of Name field is like 1001PAIO or 100PAJK. I need to divide the Name field into 3 fields. One field should have only Numbers I.e first 3 or 4 digits Second ...
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1answer
25 views

Error on formula field to add 4.5 years

I have an existing formula field that is displaying an error on the field (#Error!) when the month is June(6). Would someone be able to help in how I should re-write this formula? IF(MONTH( Date ...
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1answer
47 views

Reference a Contact field as a value in a Task Process with Process Builder

I need to update 3 fields on Task based on the values from the possible related objects (Lead or Contact) using the standard "Related To" field. I need to do this without code. I was thinking of ...
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1answer
58 views

How to calculate Current quarter and last month of previous quarter in List View?

I need a list view to display List of records of current quarter and last month of previous quarter. I think I need to write a formula field to calculate current quarter and last month of previous ...
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21 views

Matrix % Formula to Add Two Columns and Divide by Grand Total

I am looking to create a formula that will calculate % Closed which includes columns Contract Signed and Installation Completed divided by the Grand Total column. Every time I try to identify the ...
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2answers
43 views

Formula field to calculate difference between years

I have 2 text fields, start year & end year, I want to create a formula field that calculates the difference between these two years entered, and if the end year is current, the formula field ...
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1answer
29 views

Hyperlink formula to report with multiple field

I want to make a formula with a Hyperlink function in order to display a report in salesforce LEX with pre feel value. I try to begin with this syntax => HYPERLINK("#/sObject/00O58000004Rabl/view?...
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1answer
19 views

How to write formula field to replace multiple values in the field?

I have a field with the value 1;2;3;4;5;6;7;8 I would like to replace with one;two;three;four;five;six;seven;eight through formula field. Workaround: Used Substitute function: SUBSTITUTE(Name, "1", "...
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2answers
35 views

Profiles and Image Formula Fields

I had to create a profile that was significantly more restricted than any of our other profiles. In the process of creating this profile, I have ended up causing an important formula field with an ...
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2answers
29 views

is there a function that would remove all special characters from a formula field

I want to remove all special characters from a formula field called "ABC". Is there a way I could use one function that could remove all special characters or do I need to specify each special ...
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49 views

How to Use Formula Field to Log Out and then Open a URL?

Background I'm trying to set up a Formula (Text) field with the HYPERLINK function to log a user out of their session and then open an external URL: HYPERLINK("/secur/logout.jsp?retURL=www.google....
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38 views

Help with formula field:

Below formula count 1 when statement is true and count 0 when statement is false. I am using this formula to calculate bad data populated being populated in lead object. Output of this formula is ...
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2answers
27 views

Formula showing Day Of Week and CreatedDate as a Text String

I am trying to create a formula field that will return the Day of the Week concatenated with the date the record was created. The end result should look like this: Tuesday - 8/13/2019 I have this ...
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2answers
41 views

Formula Field Check Syntax not working

I am trying to check the syntax of the following formula field but it is not displaying any information. When I try to save, it says there are error and to read the message below. When I scroll down ...
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1answer
42 views

Case Formula Syntax Error

Any ideas on why this returns Missing ")"? Thanks! CASE ( Mission_Aligned__c, "No elements aligned",1, "Few elements aligned",2, "Some elements aligned",3, "Most elements aligned",4, "All elements ...
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23 views

Disable Hyperlink on closing form

I have a formula field with a hyperlink that redirects to a aura component with a form,I wanted to know if there is a way to disable the hyperlink for that record when we close the form or when we ...
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0answers
22 views

Why does the isdtp url parameter dissapear from the url when going from lightning to standard classic functionality

If I create a Button or a formula field to navigate to the reestablish schedules page (for opportunity Line Items), the isdtp parameter dissapears from the url when rendering the Reestablish Schedules ...
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1answer
27 views

Saleforce If statement Error

Not sure why I am getting the error for having " IF( Payoff_Amount__c - Funding_Amount__c > 0, Payoff_Amount__c - Funding_Amount__c , "None") Error: Incorrect parameter type for function 'IF()...
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1answer
28 views

Why is the record UI truncating a formula field?

I have a formula field (text) that seems to work as expected. I say this because I pull a report, and the column with the field shows ABC123 XYZ 4567 (not exactly, but that's the gist). Anyway, I'm ...
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21 views

Save previous sibling value in new field

I've got a formula that requires me to use the createddate of the previous entry in a field. I think I've determined in order to do this, I need to create a new field (PriorDate) that records this ...
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1answer
37 views

Contract End Date Formula

I've been racking my brain for about 8 hours trying to figure out how this formula works, or I guess WHY it works. DATE( Year( Contract_Start_Date__c )+floor((MONTH(Contract_Start_Date__c) + ...
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1answer
20 views

Formula field to categorize records

I am trying to create a formula which will help categorising customers based on the following conditions. I have created this formula which gives me this error " Error: Incorrect number of parameters ...
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1answer
43 views

Formula field to check if the status of account is changed today [closed]

I have a requirement where a check box on account should be true when the status__c field of account is changed today.
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0answers
49 views

Need help creating a fourth splitter

I have a field that contains 4 values that are comma separated: Value1, value2, value3, value4. I am currently able to dissect the first 3 values but am having trouble getting the fourth one. Here is ...
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0answers
17 views

Populate fields in service console for new record

I have a custom object called Refund under the Case object and there are fields called company name, address, Refund amount Address under the REFUND Object. My service cloud users want the Fields ...
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1answer
24 views

Access Parent object's field in Child object using formula field

I have a Account Test1 with Address Line 1, City and State. I have another Account Test2 with Address Line1. Test1 is the parent of Test2. In Case object, i have a field where I am populating value ...
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1answer
26 views

Formula field to count total Accounts linked to Campaign via Contact

Is it possible to count the total number of Accounts (via Contacts) within a Campaign? I would like a field that says something like 'Accounts in Campaign' alongside the other similar fields shown ...
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1answer
34 views

formula to convert parentid to parent name

In custom object I had used hyperlink formula for related to field,i want parent id record name in hyperlink that should redirect to Parentid(where parentid consist of either accountid,leadid,oppid) ...
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1answer
24 views

How to Determine if a Contract Has Reached Half of Its Expiration Date?

This is related to my previous post: Create a report that will display all contracts with six months remaining before their expiration dates I've decided to post another one since that only focuses ...
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1answer
45 views

Create a report that will display all contracts with six months remaining before their expiration dates

This seems like a very simple question, but I am quite confused. I am using standard Contract object, and I created a formula field Half Year Expiration Date which has a formula of EndDate - 182.5. ...
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1answer
52 views

Months between dates in Flow

I am new to Salesforce and need to know how to implement a months between dates fromula. The formula needs to be created in Flow Builder as a formula resource. Most of the examples I looked at refers ...