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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5 views

Contact Checkbox field based on Contact's Email Domain

I need to create a checkbox on Contacts that is automatically flagged when the contact has an email address that falls within a specified list of domains (i.e., "@xyz.com", "@abc.com&...
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I have trouble creating Map location hyper link using geolocation fields

We have a requirement to create hyperlink which will take the user to the google maps page of the address. I followed the salesforce standard solution on creating the link. as per the below link https:...
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Formula Field that fetches information via a Lookup

Goal: I want to create a report that displays all activities from the marketing department. The activities are stored on the custom object called "Activity". Unfortunately, on the object ...
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1answer
20 views

Changing the colours of the fields depending on a formula?

I have two number fields on opportunity layout. A and B. I want to create a formula field and when A>B the formula field will be red or just an indication that people will notice it right away when ...
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13 views

Can we update an opportunity record in a way that same updated picklist value should reflect in the Activity as well? [closed]

My business team had in their requirements is the following: If a user changes the Student Journey Condition value on the opportunity record, that change should default to all subsequent new activity ...
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1answer
13 views

Address(home, a location on google maps, etc.) data type

How can I create an address data type? On my Salesforce there is Billing address. When I create a new account I see the billing address field and it show something like this. How can I create new ...
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35 views

How to generate random number from a change in another field? [closed]

I want that random number to be generated on quote number field only if only I change the stage to estimating. I could not figure this out. I already have a stage field and it controls probability ...
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1answer
19 views

How to create a formula field for that updates to the time the Opportunity was closed?

I want to create a new field with the name Close Time, which indicates the time an opportunity was closed. I am unsure on how to do it. I have also found this (Making opportunity close dates work as a ...
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1answer
15 views

How to find days difference between two dates in a formula Field in visual Flow builder in salesforce

I'm pretty new to salesforce, and the only closely related information I could find related to the subject matter was provided in this link. I'm basically working in a flow builder and I want to find ...
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1answer
31 views

Formula field with 4 IF statements and 2 False statements

I need to make a formula field work, unfortunately, I cannot figure out how to place statements so that I can include 2 False options (False options have been bolded) The logic behind the formula: If ...
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1answer
29 views

Org Time Zone with DST enabled and DATEVALUEs in a Formula

Can anyone tell me what is wrong with this formula, please? This has been working correctly, but for no apparent reason seems to be display 1 hour earlier now. I checked the DST setting in company ...
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Add a record link in HTML email body

we are using a Action layout editor to enter a new email from activity component, we want the users to get the predefined value upon creation of email, everything is working except the HTML body, we ...
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Better way of writing picklist in a formula feild so that i dont exceed 5000 char limit? [duplicate]

Below is my picklist values. I tries writing case for it but it throws an error can someone tell me how to write a case for the picklist values? ( ISPICKVAL(PartnerTier__c, "Gold") || ...
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195 views

Formula is too big to execute (5,221 characters). Maximum size is 5,000 characters [closed]

Below is my formula that I want to execute I tried using '&& and ||' instead but I am still getting error Can you please help IF( AND( $RecordType.Name = "Reseller", ...
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1answer
24 views

Report on cases closed in the last hour

my customer would like to be able to report on (and hence have a dashboard component showing the) number of cases closed by their customer service operators in the last hour. The way I thought of ...
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2answers
31 views

How to convert this multiple if else into a formula?

How can I convert this classic syntax of a multiple if&else : if (days < 1) { (...) } else if(days >= 1 && days < 2 ) { (...) } else { (...) } Into a Salesforce ...
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1answer
20 views

Help with nested IF statement with images

I have a field "Account__r.Commission_Rate__c" and depending on the value of this % field, I want to show a coloured flag. If the % is 0-5, the red flag needs to display. If the % if 5-10, ...
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1answer
26 views

Formula Field and Using the FLOOR and CEILING function

I have a formula field that works perfectly except in the condition when the arithmetic returns a number less than 1 such as 0.24, the floor function is rounding it down to 0. For my requirement, if ...
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1answer
29 views

Formula Field to display value in the number field [closed]

I have an object called (Object1) 'Vechiel' and that has following fields like - 'Age'-(Number) 'Type'-(Picklist) and Max_Term-(Number). And one more object called(Object2) - 'Application', which ...
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2answers
32 views

Formula Field on Opportunity and OpportunityLineItem

I have two formula fields: one on the Opportunity and one on the OpportunityLineItem that are calculating the exchange rates to USD: CASE( CurrencyIsoCode , "EUR", Amount * 1.11, "GBP&...
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15 views

Emails to Reply To Report

One of my business requirements is to create a dashboard/report for the Sales Reps that highlights emails that they need to reply to. We are currently using Gmail Integration And Lightning Sync. The ...
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2answers
33 views

Calculate number of years between two dates in formula field

I have two date fields: OrderApi__Paid_Through_Date__c and OrderApi__Activated_Date__c I have the following requirements: If Length of membership <1 year, display 5 If Length of membership 1-3 ...
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1answer
27 views

Count activities on contact object

Is it possible to create a rollup summary field on Contact to count the activities. For example, count the total number of times 'Log a call', total number of times 'log a meeting', and total number ...
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1answer
23 views

Populate date field when another field is changed

I have two fields: Turnover and Turnover Date. The 'Turnover Date' is a formula field which needs to be automatically populated when the 'Turnover' field is changed/updated. Is there anyway to achieve ...
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1answer
26 views

Get user timezone label value in formula filed salesforce

I have created a formula field User Timezone and I want the current login user timezone value. I have written the formula User Timezone = TEXT($User.TimeZoneSidKey) but I am getting the value Asia/...
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1answer
224 views

Set another field from formula field

I have two formula fields (ex. Parent and Child) and I want to recalculate the child field when the parent's value changes. Is there any way to do this? Is it possible to set the Child value from the ...
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24 views

Formula Field Image is Not Visible in Community Pages

Following this guide https://trailblazer.salesforce.com/issues_view?id=a1p30000000eNzdAAE&title=image-formula-field-not-displaying-in-napili-community-template I have uploaded my image as an asset ...
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2answers
10 views

Advance formula field nested condition not working

I want a formula like this: IF ( (Field1 = 'Value1' AND Field2 = 'Value2') OR ( NOT (ISBLANK (Field3))) ), "Output1", "Output2") This is my actual formula: IF( (...
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11 views

Formula to calculate 'Created Date Week in FQ'

Hi guys could someone help me figure out where this formula is calculating wrong. The formula is used on a custom field that calculates the week in fiscal quarter the record was created. In this ...
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2answers
24 views

UserId in formula field

I want to insert UserId of the SObject AccountTeamMember in a formula field, but I'm not able to put this field... How can I do it? We can see in the pic that I don't have the option to put UserId in ...
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1answer
23 views

How to evaluate multiple values in the Contains function via a declarative salesforce formula

I am trying check if the suppliedemail field contains any of these domains but is not working. If(CONTAINS("lincare.com:ndc-inc.com:preferredhomecare.com", SuppliedEmail), mod(...
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17 views

Show/Hide Multi Picklist value based on field value

I have these fields, When the Percentage and Formula are not null, then Savings value should be hidden from the Product Type multi picklist. Any Idea? Thanks in advance.
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1answer
21 views

Compiled formula is too big to execute over 5000 characters, only standard field in the formula

I know they are quite a few questions regarding formula being to long (over 5000 characters), from my understanding if the formula uses fields who are also part of other formula fields this will count ...
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1answer
59 views

Calculate Integers as Time format

I am developing a flow (process builder) to perform integer calculations, but in the Time format. Due to a limitation in BMC Helix Remedyforce, I was unable to use a Time field in CMDB and therefore ...
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1answer
13 views

Calculate number of weeks left until expire date

I have a field called 'Membership_Expire_Date'. I want to calculate the total number of weeks left for a membership to expire. It is easy to calculate number of days with formula ...
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13 views

Add all acounts in hierarchy including parent account

I have a scenario to create a field to show the total number of all accounts in hierarchy including the parent account. For example, add ‘Projects’ field that calculates number of account in hierarchy ...
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1answer
25 views

Process builder cannot evaluate formula field

I have the following formula field 'Payment Status' that checks if an invoice is paid or not: I have a process builder that checks if the value of the payment status is 'Unpaid', it schedules some ...
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1answer
23 views

Formula Field: Combine number formula and text formula

I have two formula fields. First formula is a number formula: (First_Response_Date_Time__c - CreatedDate )*24 it calculates Time to First Response (in hrs) Second formula is a text formula: IF(AND( ...
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1answer
33 views

Salesforce Hyperlink Formula Help

I am looking for some help with a formula. I am trying to display a hyperlink to users based on the obj status and add another condition based on user profile. So far the formula works: CASE (TEXT (...
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1answer
63 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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12 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
40 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
60 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
18 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
33 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
68 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
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1answer
21 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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32 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
53 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
37 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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