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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30 views

Input check for login page

I need help checking if there are already fields in the object. With the exact value, everything works. How can I make it check the value with the values ​​in the object, and not with the exact ones ...
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29 views

Formula field using a custom setting for a user

I want to create an indentifier (checkbox) on the User object to see if a user has a certain permission so that Salesforce Marketing Cloud (SMC) can pick up Events for the Owner who has this checkbox ...
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30 views

Need to calculate hours difference between two dates

I have requirement where i need to calculate the time differnece between two datetime fields called Sent__c and Verify__c in hours with in business hours to 8am to 4.30pmGMT+2(those two dates are ...
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FORMULA FIELD DATE FIELD WORKING DAYS

I have 2 date fields which calculates the number of working days of 2 date fields. here's my forula: ((DATEVALUE( Application_Received_Date__c ) - (DATEVALUE( Date_Test_Field__c )))) - (CASE(MOD( ...
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23 views

Create a Formula field on Lead with converted Account Details

In our organization a sale is considered as complete only when a custom picklist called Account status is changed to 'Registered' on an Account. (We deal with registering new companies) Business ...
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15 views

Reports : Using PREVGROUPVAL within a group only

I am trying to compute relative expected revenue through months. I am doing this using prevgroupval and it works fine. However, I have to add another level of grouping 'Stage'. With 'stage' being the ...
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24 views

The value of a parameter contains a character that is not allowed or the value exceeds the maximum allowed length

I am receiving the following error when I create the following formula field on activities: The value of a parameter contains a character that is not allowed or the value exceeds the maximum ...
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1answer
16 views

How to use Date/time as Date field in Sobject Validation rule?

I need to compare one date field (Date/Time) with Parent Objects Date field(Date/Time). When these two values are not equal then need to fire validation rule. Formula: DATEVALUE( CallDateTime__c ) &...
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31 views

Increase the Number type field by 1 on record every time it's edited and Saved

I'm working on a Record where I need one of my fields which is Number type should auto update to +1 whenever the formula filed in the record gets populated. The Number field should increase by 1 unit (...
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Get record type Id from record type Name/DeveloperName in formula

Is it somehow possible to derive record type id from name in formula? I'm trying to create New button (List Button type) by specifying its url: /lightning/o/MyCustomObject__c/new?recordTypeId=...
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37 views

How to build a formula with several IF

How can I build a formula with several IF like this: IF(((field_name = 0) || (field_name = 1)), 'Test 1', '') IF(((field_name < 0) || (field_name = 2) || (field_name = 3)), 'Test 2', '') I ...
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1answer
15 views

Report on Notes and Files that are shared with accounts

I have a requirement where I need to get the file names or count of files that are uploaded under each account in Salesforce. I understood that the notes and attachments can be queried from content ...
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On new custom field, how to setup a data type of Formula and output type of Checkbox?

Checkbox will come back as true if these employee conditions are met: are in the US, are full time, are active and have a start date after 1/1/2018. No syntax errors, but the checkbox on Team Member ...
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44 views

Formula syntax with multiple IF statements

I'm still very new to the formula syntax, and am hoping to achieve a series of nested IF statements. I'm a bit more experienced with bash, and what I'm trying to achieve would look something like this ...
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43 views

DateTime Formula Field Null in Apex, Not Null in UI

I created three formula fields on a custom object. Formula(Date) references parent objects Formula(Time) references parent objects Formula(DateTime) references formula field 1 & 2. When I ...
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22 views

Help with formula - syntax error

I'm trying to say if an opportunity goes from Stage 4 OR Stage 5 to Lost, mark the checkbox field ("Stage 4 or 5 Lost") as true. Getting a error: The formula expression is invalid: Syntax error. ...
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1answer
16 views

Selected Radio button in Formula Field within flow builder

I created a screen in flow builder having a Radio Btn component(type boolean) I also create a formula field smoke_lv(type boolean) to capture the selected radio button value. I am using the ...
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1answer
26 views

Possible to have a hyperlink field that is NOT a formula field?

Is it possible to set the value of a field such that it renders as a link in the UI (e.g. in a report column) WITHOUT the use of a formula field (for example, setting field value from Apex)?
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1answer
15 views

Process flow to trigger notification when user first logs in to community?

I'm trying to create a trigger from a process builder flow which creates a push notification when the user first logs in to the community. I start with the User object - when a record is created or ...
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1answer
35 views

Formula field not showing value between 2 related object

I have 2 objects Contracts - Custom Sales Submission (Opportunity Process) - Custom They are related because of Lookup relationship. GOAL: I want to show in Sales Submission Object that when the ...
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1answer
119 views

How to reference Choice Value in formula instead of its label?

I have a Picklist screen component in a Flow which has many choices defined in the same flow: Now I need to make a formula that references the Choice Value of a given choice: If I use UPPER({!Plan} +...
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14 views

Profile photos using IMAGE formula field referencing a URL field

It seemed pretty simple in my head but I am struggling to write the formula...and now I am beginning to wonder whether this would be supported. I want to have users associate photos with new records (...
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19 views

Does process Builder Scheduled Action recalculates the scheduled time for formula field?

I have custom solution to replace standard Contract expiration Notice (because of need to change email template and different values for days). So I created custom picklist field "Owner Expiration ...
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1answer
152 views

How to output [MMMM dd yyyy hh:mm AM/PM] using Text formula on a DateTime field?

Good day StackExchange! High level, my goal is to take a date/time value and use a formula to display it as a customer friendly long date (MMMM-DD,YYYY at HH:MM AM/PM) string output for email ...
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2answers
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Help with Formula field IF

I am creating a Formula field that returns texts when: Picklist_Status = Activated, the return text should be A else null Picklist_Status = Sold, the return should be B else null Picklist_Status = ...
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1answer
26 views

Creating a formula field using IF statement with Text return [duplicate]

I am creating a Formula field that returns texts when: 1Picklist_Status = Activated, the return text should be A else null 2Picklist_Status = Sold, the return should be B else null ...
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1answer
42 views

Hyperlink Formula field does not work

I have created a custom Formula field for a Travel object and inserted HYPERLINK formula: HYPERLINK( "https://apps.fas.usda.gov/visa_requirements/index.asp" , "Link to Foreign Agricultural Service ...
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14 views

Calculate Arrival date minus Lead Created Date formula

I am looking to add a formula in a lead report that calculates the arrival date (2/8/2019) from the lead. Arrival date minus Lead Created Date
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1answer
25 views

Outputtext rendered conditional check not working with < or >

This is my VF outputtext which works fine: <apex:repeat value="{!port.hList}" var="per"> <tr> <td> <apex:outputText value="{0, Number, #,###,###.00}" rendered="{!...
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1answer
91 views

Error: Incorrect parameter type for operator '-'. Expected Number, DateTime, received Date?

I am trying to figure out what I am doing wrong in this Salesforce formula. I am trying to find the MIN between two dates. IF( ISBLANK(Fulfillment_Date__c) && ISBLANK(...
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1answer
12 views

Is there a way to define if a field is Ever Updateable, if Update access can be granted to a field by Profile or Permission Set?

Is there a way to define if a field is Ever Updateable, if Update access can be granted to a field by Profile or Permission Set? Field Describe information for a field can define if permissions can ...
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1answer
18 views

Report - Text Field Less Than number

I want to create a report for an object that has a text field 'identity__c'. The text field is usually in the format of a number and I want to run a report with a filter that will return all records ...
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14 views

Is Salesforce Advanced Formula Example for Business Days Incorrect?

Throughout the year we have been using the following formula field from Salesforce Advanced Sample Formula to calculate the number of business days: This is recommended on the Salesforce Website ...
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30 views

Formula field's actual formula

IS there any way to get what a configured formula fields actual formula is? Strange ask, I know, but we dont use visual force for our front end. We build it ourselves with JS. The issue then is ...
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37 views

Formula to get lessor of two date fields before comparing to another third date field?

I am trying to find the lessor of two date fields, then comparing that "lessor" date field to another date field to trigger a checkbox on/off. Here is the current formula, however, im trying to ...
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1answer
40 views

Change a formula field and get Data Uniqueness Violation - The proposed data changes would violate a uniqueness constraint

Given Existing custom field Asset.SerialNumber (OOTB - Text) New custom field Asset.SerialNumber_bis__c (Text255, External Id non-unique, deterministic encrypted case insensitive) Existing custom ...
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2answers
43 views

Wrong decimal formula: I can't get the right value

I use this formula field in my apex code. But I have big troubles with it, because there should be different logic for values 0 and NULL. If I choose Treat blank fields as blanks, I'll get NULL even ...
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1answer
30 views

Months between 2 dates [closed]

I am trying to get the number of months between 2 dates(01'Aug 19 and Today). I am using the below formula, but am geting a syntax error (((YEAR(TODAY()) - YEAR(2019,08,01) - 1) *12) + (12 - MONTH(...
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2answers
95 views

Multiple IF Statements for Formula Checkbox

I am new to Salesforce, and am still learning about the formula fields...so please bare with me. I am looking to create a formula for a new checkbox called Past Due to perform the following functions:...
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1answer
76 views

Formula Field based on Subscription Start and End Dates in Salesforce Not Responding as Expected

We have a formula field on the Subscription record called "ARR Contribution". The formula is: Total_Amount__c / BLANKVALUE(SBQQ__ProrateMultiplier__c, CEILING((((...
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11 views

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

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
59 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
38 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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83 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
40 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
28 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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80 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
47 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
28 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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