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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12 views

Run the trigger when the formula field value changes [duplicate]

I have a formula field(Primary_IP__c) on Case object and I want to run the trigger when the formula field value changes. I tried the below code but that didnt work. How to identify if the formula ...
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23 views

Formula to validate if a number of fields are empty

I am trying to create a formula that will return a number corresponding to the first field that is empty/blank within the fields listed in the formula. What I have so far seems to only add them. I ...
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1answer
44 views

Add line breaks after every 10 characters in text field using formula field in salesforce

I have a formula field of type Text with maximum length of 255 characters. I need to add new line after every 10 characters. How can I create a formula to dynamically add new lines based on number of ...
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33 views

Calculate number of days between Start date and End date for different years for revenue purpose [closed]

If I set the start date as 31/Dec/2021 and the end date as 11/Jan/2022, then there are two quarters... i.e standard quarters taken into consideration, Jan-Mar, Apr to June, etc. So in this case, 31/...
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How to get only the value of the formula field in SOQL query or is there any method associated to SObject that can be used? [closed]

How to get only the value of the formula field in SOQL query or is there any method associated to SObject that can be used?
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1answer
22 views

Formula checkbox field with an additional "and"

Trying to create a formula checkbox field which uses the AND( function, but also has a second AND( statement. This is what I have below, but am receiving errors. Everything at the beginning is correct ...
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22 views

Multiple If condition inside classic HTML Email template

In classic email template I am trying to put multiple if condition for two different fields and that two fields are formula fields The fields names are X1Annual_Meeting__c X1Proxy_Other__c if ...
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1answer
23 views

Field update action not working as expected

I have created a workflow on the Order Line Item object that fires when a custom field named Customer Budget is Changed. I have added 3 field update actions under this workflow rule. To update a ...
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1answer
27 views

CONTAINS("HP:H-P:NA.Co",Company) function returns true even if Company name is "-","NA" and "."

I need advice in writing Contains function while using the Formula field. CONTAINS("HP:H-P:NA.Co", Company) function should return true only if it matches the exact substring H-P or NA.Co ...
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1answer
29 views

A field that counts the days another field has been on without change

I'm trying to make a field that counts the amount of days another field has been sitting without it being changed. The ultimate goal is to set up auto emails that trigger when a field has been sitting ...
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2answers
30 views

Issue with formula field, first condition works when the third condition is not added

I have been trying hard for hours now, I had an issue with the syntax, that is solved here https://salesforce.stackexchange.com/questions/357454/error-on-salesforce-custom-formula-field-says-extra-...
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1answer
47 views

Error on salesforce custom formula field - says extra comma

have an issue with this below formula, cant seem to find the root cause. The error says Error: Syntax error. Extra ',' If(TEXT(Test.Cold.Type__c) = '' || ISPICKVAL(Sale__r.Test__c, 'Sold') || TEXT(...
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39 views

Can I populate one field based on the value (or lack of value) in another field?

The source field has a picklist of values on it. But critically, the values in this field may not all match valid picklist values. For example: Field_A__c picklist: Hamburger picklist: Hotdog I want a ...
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1answer
78 views

Salesforce formula to calculate first day of next month

I am creating validation rule which will fire if date of a custom field is greater that first day of next month. I am using below formula in validation rule but it is not firing. Custom field is ...
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1answer
28 views

Help with Formula Text Field

I am trying to create a formula returning one value based on certain parameters or a different value with other credentials. Right now, the only returned value is "AM Tenured." IF( AND( ...
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33 views

How do I recreate user-specific formula fields in Tableau CRM?

I have the following configuration in Salesforce: A text field on User A text field on Case A formula field on Case that checks if the text field on the running user's User record contains the text ...
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1answer
86 views

Can I query formula fields in SOQL?

I have a custom object with a custom formula field. When I try to query that field, I get an error. % sfdx force:data:soql:query --query "SELECT FullNamePrimary__c FROM LoanBorrower__c" ...
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1answer
29 views

Salesforce Comparison Formula

I have some requirement to create a formula that evaluates if Fiscal Year >= Current FY, then returns true. So our fiscal year starts on July 1 and ends June 30. Example: 6/30/2018, it is in FY18, ...
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1answer
17 views

Can Flow Update Field using a formula once and then allow users to edit the field later?

I want to use flow to update a field on account level using formula once an Opportunity has been Closed Won ( so Closing Winning and Opportunity would trigger the flow), after the field has been ...
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51 views

Setting one autonumber that will sync to all (related) objects [closed]

We have decided we want all Leads, Opportunities, Quotes and a few custom objects to inherit the same autonumber so that it is easy to see related objects just by the number. Leads should get an LD-...
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1answer
25 views

Update in a Formula Field

I have Cus_Object__c and Account__c. In my Cus_Object__c I'm insert values by apex. And, I have formula field called Cus_Status__c in Account. Formula Value is : Cus_Object__r.Status__c; Cus_Object__c ...
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1answer
19 views

Help me with building a formula

Time to Acknowledge is the field name. The offer letter request & pay information etc are the record types that I use in my cases. I am trying to build a if statement that would work depending on ...
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17 views

formula checkbox to match system date/time with campaign date/time

I'm using formassembly on our websites. I've built out a recruitment form for each recruiter for their campaign visits. Right now I'm pulling all the individual's campaigns into the form. I'd like to ...
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29 views

Formula field not working

I want a formula to display: red color when the due date is either today or in the past amber color when the due date is in the next 5 days green color when the due date is either after 5 days or the ...
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1answer
17 views

Salesforce formula

may I know how to fulfil the requirement where if the material is not null, the user must insert size, flavour, and packing? When I run the below formula, it does not work like how it is supposed to ...
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18 views

Formula Field on Log a Call Global Action Layout

I want to add an image to the Log a Call layout to represent how the call went. I've created a custom picklist field and then a custom formula field on the Actions object. However, when I open the Log ...
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1answer
33 views

How to avoid Case Sensitive Contains check in formula field

I have one formula field where I have used condition IF(CONTAINS(Title, "Chief Architect"),"Architect") So whenever I enter title Chief Architect the formula field appear as ...
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1answer
47 views

How to compare two different times in formula

So we receive a check-out time which is the date/time field and I want to compare that time to see if it is greater than 12 PM. This will help decide if I need to charge a full day or half-day. ...
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1answer
26 views

Regex Expresion

Hi can someone help me to put this regex in a validation rule NOT(REGEX( Video_Title__c, "[?\b(?:word)\b]?"))
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2answers
61 views

Created a formula field to populate phone number based on record type

Need to populate contact or user phone number based on the record type: Create a formula field like this and not able to save IF( OR( RecordType.Name = "Internal" ( User__r....
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1answer
19 views

If Contains "Text" Return "Number"

I'm trying to create formula field which returns 1 when text field CONTAINS certain text, else 0. E.g. if text field "City" CONTAINS NY or New York or NewYork, then it should return 1 else 0....
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39 views

Formula field in different org not not showing any value

Please help me with this, I checked everything in the formula and the same formula field is showing in SIT org but not in UAT org. I checked the field permissions but it seems all have the access. ...
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2answers
36 views

How to track formula field which is related with different objects?

I have one formula field on Opportunity which is the calculation of the Revenue from the SubscriptionFee__c object + Rate from the Rate__c object. In Opportunity, we want to track the history of this ...
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1answer
26 views

Formula Fields issue character limit

I have Created 2 formula fields. TestFormula1__c TestFormula2__c TestFormula1__c field is of number datatype with zero decimal places TestFormula2__c field is of text datatype. I am referring 1st ...
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1answer
18 views

Unable to call Custom Metadata picklist field in Process Builder

I am having an issue trying to write a formula in Process builder that will updated a text field with the picklist data from the custom metadata. IF((CONTAINS([Object_Name_c].Field_Name__r.Name, “...
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1answer
20 views

Relationship API name for Task to Opportunity

I am trying to create a hyperlink that will take User from the Task back to Opportunity through a custom object (Appointment__c_). Task -> Appointment__c -> Opportunity (API Name ...
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12 views

Datetime field value as fomatted text in event's description using process builder

we have process builder, that creates an event. on event we have description field which we want to add some textual detail with datetime field value. see below Example datetime field value : 7/11/...
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1answer
18 views

How do I get records when Id's are in a text field of an object. These Id's are Ids of duplicate record and need to be eliminated using a flow

I am trying to extract IDs from a text field and trying to get records of the ID that are in the text field. Basically, the text field stores the IDs of duplicate records and only one of the records ...
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2answers
134 views

Hyperlink field leading to Opportunity Record (Flow and Process Builder)

Thank you for responding. I have taken your advice as best as possible. As of now, I am not receiving any errors, but the fields are not populating when I create a new task that fits the criteria ...
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24 views

Salesforce calculating different formula size in different orgs

We have a formula field having the following formula IF( IsClosed, CASE(MOD(Opened_Date__c - DATE(1985,6,24),7), 0 , CASE( MOD(Closed_Date__c - Opened_Date__c,7),1,2,2,3,3,4,4,5,5,5,6,5,1), 1 , CASE( ...
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1answer
92 views

Not possible to use formula on Rich Text field?

I want to find out how long my Rich Text fields are in a specific object. When creating a Formula field with the goal of using LEN(MyField__c) I get thrown the following error: Error: You referenced ...
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59 views

FSL Service Appointment Date/Time fields are displaying in Current User Timezone instead of associated Service Territory timezone

Problem: FSL Service Appointment Date/Time fields are displaying in Current User Timezone instead of associated Service Territory timezone. Due Date, Earliest Start Permitted, Scheduled Start, ...
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1answer
112 views

How to get Formula Description for LWC

The "MailTempRenewalHosyuStart__c" in Contract object is formula of text. I wrote as below. "★Detail★ "&BR() &BR() &( Field4__r.Name) &BR() &TEXT( C__Contact__r....
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63 views

Multi Currency field - Extract the Converted Value

I have a multi-currency field on Opportunity product that looks like this - Total Price 1 EUR (1.19 USD) The main currency is USD and if the price is in another currency it automatically converts it. ...
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1answer
346 views

Formula Field Checkbox issue

I have created checkbox formula field. Condition is if record's owner profile is not equal to some value it should mark it as true. There are 3 profiles for which we need to check the particular value....
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1answer
34 views

Get Child field values in Parent

Below is my Object Schema: Parent: User Child: Contact Grand-Child: Sponsor. Sponsor Holds a field called ProId. These as 16 digit Ids. Now, my requirement is to get all the ProIds from the sponsor ...
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1answer
154 views

Error: Unsupported field type called "Text (Encrypted)

I was hoping to get some ideas on how can I go about doing this. So I want to run a report that checks if one Encrypted field in one of our objects is empty but we cant use encrypted fields in any of ...
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30 views

I want to create a Text String in a Parent Object of Multiple Products sold on a specific Opportunity using a Formula Field - Help?

Parent Object - Opportunity Child Object - Opportunity Product I have a field for each product on the Opportunity. For example if Opportunity Products X and Y were added to the Opportunity as ...
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1answer
52 views

how to subtract/not consider a Date Range

I have field called CBN__c on child object Score and i need to rollup this to the parent account based on Approved Scores. I did create a batch class that updates Account's CBN field but i got a new ...
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1answer
30 views

How to return only Tuesday and Thursday date from current given date

I am using a process builder to create task whenever Lead is created . For Task Due Date I want to set always Thursday or Tuesday. Means if I am creating task today (Thursday), then due date should ...

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