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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9 views

Formula Field using Bucket Fields on Salesforce Report

I am having issues creating a formula field using the bucket fields on Salesforce report. Request is to create a formula field called Result on the below report. Formula is : Result = ((Promoters - ...
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36 views

Adding a field value in the formula field if First name and last name in null [closed]

Need help on below How to put In Salesforce formula field IF(CONTAINS("AK:AZ:CA:HA:NV:NM:OR:UT:WA", BillingState), "West", IF(CONTAINS("CO:ID:MT:KS:OK:TX:WY", ...
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23 views

How to fix a broken static resource link image in Lightning Experience?

We have a new custom field with the following formula and the image looks broken. Here's the formula: IMAGE(CASE( Status , 'New',("/resource/status_icons/status-new.png"), 'Open','/resource/...
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1answer
16 views

How can I Concatenate three check fields labels with values into a custom long text area Salesforce field?

I am stuck trying to simply concatenate Checkbox Values with Label onto my Long text are field. mycheckbox1__c (checkbox field) -- example: Yes mycheckbox2__c (checkbox field) -- example: Yes ...
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1answer
23 views

Flows: trouble with updating a field used in a formula used in a validation rule

I am using an object from a third party package, we'll call it xyz__Obj__c, that has several fields, let's call them xyz__A__c, xyz__B__c and xyz__C__c, that are percentages. The package then has a ...
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9 views

Display the number of days that a LEAD whenever a new record is created or whenever the “Status” value is changed? [closed]

Lead record Created on 5 June 2020 status is 'open'. the status changes to 'Working'. hence in 10 June 2020 it will be 5 days, once again status changes to 'closed ' 20 June 2020 it will be 10 days. ...
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1answer
24 views

CASE Formula Not Working: Assign Numerical Values to Picklist Values

The Requirement: When the user selects a value in a picklist field, a formula field should store a numerical value. The Problem: The formula I have written ALWAYS returns the value 0, regardless of ...
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1answer
34 views

Rolling up cross-object formula fields

For example, I want to have a rollup summary field called 'Gross Total' on the Invoice object like this: Rollup (SUM(InvoiceLineItems (Record Type: Original)__r.ListPrice)) However on the Invoice ...
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1answer
19 views

Roll-Up Summary field filter limited in number of added criteria

I have two objects object A ( Master ) and object B ( Detail).I am trying to create a rollup summary field on master A object of Select Roll-Up Type Count. However, when I try to add a criteria to the ...
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2answers
18 views

Formula field issue - wrong result

We have a formula field that calculates savings percentage. The formula is as below, ROUND((( Total_Saving__c * 100) / Total_balance__c ),2) where total saving is also a formula field, the formula for ...
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1answer
26 views

How can we use Dated Exchange Rates values in formula fields?

I have a formula(Checkbox) field on the Opportunity object, which shows TRUE, when Some_Value__c (formula(Currency)) field >= 6000$: Some_Value__c / CURRENCYRATE(TEXT(CurrencyIsoCode)) >= 6000 ...
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1answer
20 views

correct syntax for case function in formula field?

i'm new to the CASE function and so i just want to make sure my syntax is correct. i am trying to accomplish: If source_system__c ="Adobe" AND If Bounce_Type_Code__c="0" then &...
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24 views

formula field with lots of nested Ifs and Ands - confusion

having a little trouble following the necessary logic to get this formula field syntax correct. i need to accomplish the following: If source_system__c="Adobe" AND If type__c="...
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1answer
18 views

Currency Symbol Doubles When Converting Number to Text in Formula Field

I am trying to convert number to formatted string using a formula field. Conversion is from USD (which is the default org currency) to JPY. I didn't use the standard multi-currency function offered by ...
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1answer
22 views

How do I prevent strings in custom link formulas from becoming URL encoded?

I'm trying to build a custom link formula that will return two different URLs depending on the value in a field. When I quote the URL string within the formula function, it becomes URL encoded when it ...
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1answer
24 views

Is it possible to put a validation rule on a formula field that is a hyperlink?

I have a formula field that has a few conditionals with a hyperlink as a potential outcome. I want to put a validation rule on the formula field that doesn't allow the user to click the hyperlink ...
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1answer
25 views

Process Builder to Update formula field [closed]

I want to set a formula field to update when picklist value changes using process builder. How can I do so
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1answer
14 views

Standard Criteria Sharing or Apex Sharing Needed?

I have child object that hangs off the standard Contact object. I am wanting to create a criteria-based sharing rule that uses 3 or 4 fields on the child object to determine if the Contact record ...
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1answer
24 views

How can i refer QuotelineItem fields from Quote Object? [closed]

Can formula field on Quote obj solve my use case?
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1answer
29 views

When renaming Picklist Value Labels, where else should I be making changes?

We are renaming some picklist vaules that are heavily referenced in formulas, validation rules, and Apex/VF code. My understanding is that any references in formulas or code are looking at the API ...
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1answer
19 views

Need to mask the account number with '*' using formula field

I want to mask the account number field with '*' and want to show only the last 4 digits. ex. Acoount number - 12456665 Masked number - ****6665 The length of account number is not fixed. is it ...
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1answer
25 views

Advance formula field nested conditions

I am trying to get done by formula field. If Deal type = A or B or C AND Deal sub type = 2 THEN exp date should be current date + 730 days. If Deal type = A or B or C AND Deal sub type = 1 THEN exp ...
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1answer
30 views

Get prior value of lookup and fetch its field value [closed]

The requirement is to get prior value of lookup field (that is parent record) and fetch its field. Is it possible via formula field?
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1answer
15 views

Calculate difference between time fields & show case seconds

I'm trying to build a text formula field to showcase the difference between two-time fields & display hours minutes and seconds. I've created the below formula and able to calculate hours & ...
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1answer
33 views

Search in lookup fields [closed]

I want to global search in Salesforce Lightning for a particular field in my custom object which is related to another custom object. Consider, I have two objects A and B. Object A contains: f1 f2 .....
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1answer
19 views

One checkbox=true per object

Is there a way to set a checkbox as true only for records corresponding with certain conditions. I have the Assignment custom object, and on that I have the "Is Default" checkbox, a role picklist ...
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1answer
41 views

Salesforce open PDF in new tab

I am using Salesforce Lightning I want to open a PDF in new tab. HYPERLINK('/apex/myapexpage?param='+some_param,'View', '_blank') The page is still opening in the same Visualforce Page, not in new ...
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1answer
37 views

How to assign value to lookup field without writing code

There are 2 custom objects. There is a lookup field in child object which contains pre populated reference value to parent object. Is there any way to populate lookup value in child object with "text" ...
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3answers
108 views

Divide a string using Apex Trigger

I have a trigger which inserts merged record under a custom object called Account_merged__c. The trigger is as follows: trigger AccountMergeTrigger on Account (after delete) { List<...
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1answer
32 views

Formula fields in Test class is not calculating correctly even after querying them

I have a controller class that basically has some functionality which runs according to the values of two formula fields. Now when I am writing test class for it, the values of these two formula field ...
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1answer
21 views

Can't evaluate null number in formula field

I'm trying to make a Date Formula field that display the next month in my record. I got the object EntryLine__c where I display the year and month of my entry line. Here is my formula : IF(ISNULL(...
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16 views

CPQ - Quote Line editor Page - Ui Theme Not displaying correctly

I have created formula field which returns true if logged in user theme is of LEX. e.g If($User.UIThemeDisplayed == "Theme4d",true,false) I dragged this field on Quote Layout using field set , just ...
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1answer
20 views

FORMULA FIELD - Nested IF Statement Getting “Error: Incorrect number of parameters for function 'IF()'. Expected 3, received 5”

Here is the current formula: IF( AND (NOT (Line_Level_Detail__c ='Services'), Line_Level_Type__c= 'New Product'), UnitPrice * Quantity , 0) Trying to add criteria that says if the Opportunity ...
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31 views

Access level fields in Account Team Member objects are not available in formula editor

I have created a process based on Account Team Member object. I want to check whether Account Access Level field value has changed. I am using ISCHANGED(AccountAccessLevel) condition in the criteria. ...
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1answer
12 views

Currency and Percent fields in one formula

I need a build a one field which display value of percent or amount so we have object A and he has 3 fields: percent: 20% amount:100 EUR ABC – our formula (Currenty her type is number) How it ...
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1answer
42 views

Workflow Field update to Add 2 formula field doesn't calculate 2 fields Sum it simply shows 1st formula field's calculated value

I have 2 formula fields A and B and then I'm updating C= A+B through workflow with criteria as Created and Every time its edited and formula as True. Workflow i used due to formula field size limits. ...
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14 views

Include Image and Text in Formula Field using Number Field as Condition

So I have an NPS object setup and one of the items (Text field) is based on the NPS score, either 1 of 3 images will show and this works fine example: Basically I am trying to have it show the image ...
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27 views

Cross formula field

I have the following formula field I am using that works about 75% of the time. The other 25% of the time, it is displaying "Other," and I am not sure why, as the shipping state is one of the ...
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1answer
22 views

Cannot save formula field on Contact referencing formula field on Account using Record Types as filters

I'm trying to create a formula field on the standard Contact Object referencing a field called ATU on the Account object. The relationship and field API exist and are spelled correctly, but I am ...
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33 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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27 views

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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1answer
27 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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1answer
25 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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1answer
110 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
18 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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1answer
73 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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30 views

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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2answers
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
16 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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23 views

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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