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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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Error: Incorrect parameter type for function 'MOD()'. Expected Number, received Date/Time

I need calculate only workdays for DUE DATE field which uses this existing formula - IF( ISNULL(DATEVALUE(DATETIMEVALUE(NewCaseDate__c))), DATEVALUE(CreatedDate), DATEVALUE(DATETIMEVALUE(...
Sonu's user avatar
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1 answer
24 views

Help editing formula field

I have a formula field (Price_Book_Name__c) on the Opportunity which pulls the Name from 2 lookup fields Price_Book__c (new field) and Product_Interested_In__c (old field). An opportunity may have ...
Sophia's user avatar
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-1 votes
1 answer
46 views

How to make a formula with correct difference between dates in months?

So I need a formula field to print a difference in months between 2 dates, and it has to be precise to 2 decimals. So, my variant is: (EndDate__c -EffectiveDate__c) / 30.5 or, with the other variant ...
SlavaBychenko CT's user avatar
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0 answers
19 views

Aura Component not working when called using a formula field (Text) whereas working when I place the component on the page layout

I have a simple Aura component that is working when I place the Aura component on the page layout while it does not work when I have the component url accessible. The component is as follows: <!--...
Rahul Allada's user avatar
2 votes
2 answers
168 views

Best way to lessen the characters used in a formula field

So I have this long formula using CASE function. I am trying to look for a way to lessen the characters used. Below is my sample formula: CASE (IPYG_Input_Preferred_Program__c, "STEM" , &...
Eddd's user avatar
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0 answers
30 views

formula salesforce that includes isblank and 0 conditions

I have two conditions to include inside a formula field of type percent: If Trained__C is empty, result should be 0%, If Trained__c is equal to 0, result should be 20%, Else, result should be equal ...
gem90's user avatar
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0 answers
23 views

Field Usage In Outbound Messages Not Visible

If a field is used in an outbound message it does not show up under "Where is this used?" for some reason. However, if I try to delete this field I suddenly get an error that it's being used ...
Semmel's user avatar
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Can you help me using a Salesforce sample formula to get business hours between two date/time fields please?

I've been following this Salesforce documentation but it's not working. I have a TimeLeft formula field that needs to calculate business hours between two dates. I mean, from NOW() to the due date ...
kat's user avatar
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0 answers
57 views

Formula validation on Field service lightning mobile app

I am trying to validate a number field on the FSL app which should accept only 10 digits and check for the format of mobile numbers like '1234567890' or '(123) 456-7890'. Following all the rules and ...
kumar's user avatar
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0 answers
28 views

Formula Image doesn't display for certain users

I have created formula field to display icon based on other field value (severity of case). Recently when one of users were screen sharing I saw that instead of image he saw text e.g. Major. Formula: ...
B.G's user avatar
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1 vote
1 answer
72 views

Formula on Individual Email Result for Engaged Segment

There is an Individual Email Result, a custom object created from the Marketing Cloud Connect managed package between Marketing Cloud and the CRM.  This individual email result object has some custom ...
Gitconnect's user avatar
-2 votes
1 answer
129 views

Data Cloud: Formula field to convert a text field to date field

I am streaming a data extension from Marketing Cloud to Data Cloud. The Data Extension has a field called SendDate, which is a text field. It contains values like 09-29-2022 so MM-DD-YYYY I need to ...
Peter Irving's user avatar
-1 votes
1 answer
43 views

Why does the same field seem to have 2 different API names, one with __c and one with __pc?

This is on the Account object, and is referencing a Contact Id. I see to different field names when searching for the field in object manager. Before clicking on the field it is Contact_Id**__pc** ...
Sunlight's user avatar
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1 answer
145 views

Help capturing days in each stage of Opportunity

I need to calculate the time an Opportunity has been in each stage it moved to. NOTE: The Opportunity History report will NOT suffice as it does not allow for pulling in related record data (basically ...
user7417's user avatar
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1 vote
0 answers
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Assistance Needed with Left Joined Custom Report

Assistance Needed with Left Joined Custom Report I have a custom report that combines two objects, Intakes (Leads) and Matters (Intakes converted to Matters), using a left join. I opted for a left ...
Shakti's user avatar
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1 vote
0 answers
72 views

Flow formula resulting in null value

I have a flow formula that seems to be resulting in "null" when I check the debug log and it is not returning a negative value so I suspect there may be something erroring out or simply not ...
patriciajlim's user avatar
1 vote
0 answers
30 views

Flow formula returning null - but working in a formula field

I have a formula resource in my flow that calculates a currency amount from opportunity fields. When the flow runs, the field that it is supposed to populate is blank and in debug it shows that the ...
patriciajlim's user avatar
0 votes
1 answer
84 views

Formatting field value (string) as JSON in Flow - Error: The formula expression is invalid: Syntax error. Extra '"SampleJSON"'

I'm trying to use flow to format field values into JSON format via formula but am receiving the following error when checking syntax: The formula expression is invalid: Syntax error. Extra '"...
patriciajlim's user avatar
1 vote
0 answers
26 views

Field ID into formula field on Field Trip

I am currently trying to create a formula field on the FieldTrip custom object in Salesforce. The field needs to capture the Field ID. I know you can find the ID from the URL, but for reporting ...
M.M.19's user avatar
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1 vote
0 answers
51 views

Custom Metadata Lookup

I am trying to see if I can create a lookup to custom metadata rather than using a Case or series of IF statements. As a test, I tied to create a formula field as follows: $CustomMetadata....
J. Neilan's user avatar
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0 votes
1 answer
49 views

Issue with address field in formula

I have to use an address field in a formula field but the formula returns the following error: Error: Incorrect parameter type for function 'IF()'. Expected Location, received Text The formula is as ...
Alejandro Martínez Infante's user avatar
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0 answers
20 views

Help selecting fields in flow - Primary Campaign on Opportunity Record

I have been unsuccessful recreating a flow that populates the primary campaign source on the opportunity record before save. I followed step by step instructions however I can not correctly identify ...
Andi's user avatar
  • 19
0 votes
1 answer
775 views

Formula to check if field value is changed and not null in Flow

I'm adding a formula variable in flows where I need to update a record if Field A is changed and also should not be null. This is a before save flow and runs only on update records. I tried below ...
coder123's user avatar
  • 129
0 votes
2 answers
71 views

Formula field syntax exceeds character length limit

I have the following formula field that uses nested if statements: IF ( AND ( NOT(ISBLANK(Last_SMS_Sent__c)), NOT(ISBLANK(MobilePhone)), NOT(ISBLANK(...
user1718612's user avatar
1 vote
1 answer
47 views

Help with Formula Field - IF & LEFT Functions

Newbie here. Would appreciate all your help. I'm trying to write a formula for the following Scenario: Field Name - "Course Interest" has Certificate I, Certificate II, Certificate III, ...
Shanaya's user avatar
  • 13
1 vote
0 answers
44 views

Formula Field, Checkbox Based on Income & Rent Cost

Forgive if this is a silly question, but I've been staring at this formula field for hours and I can't seem to figure out where I'm going wrong. I'm trying to create this formula field checkbox based ...
Josie's user avatar
  • 11
0 votes
1 answer
260 views

Update a field based on another field

I have a picklist field with values like Logged, Scoping, Scheduling. I want a formula field to auto-update based on the picklist field. So if a record has "Logged" in the field, this field ...
Ed Lawrence's user avatar
1 vote
1 answer
36 views

restrict Formula field value to refresh on selection of certain picklist items

I have a formula field that gets populated when the user changes the Status picklist field to Closed. My formula field works fine when the user changes the Status picklist field to Approved. But if ...
sumchans's user avatar
  • 789
-1 votes
2 answers
565 views

Date Format to have Month as Text

So I'm trying to create a formula field that will take the termination date in our system and format the month into text but still keep the day and year in a number format. I have the following So for ...
A Long's user avatar
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1 vote
0 answers
61 views

LastViewedDate field not available for Formula on Case

I'm experimenting with using the LastViewedDate field to create a sort of "inbox" user experience for list views, where records can be flagged for Users who have yet to open and view them. ...
JustinF's user avatar
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1 answer
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Where is the official documentation for how the "$Permission" field type functions in Formula Fields?

You can create Formula Fields that reference values from "$Permission". How are those values created? What is being referenced? Providing the official documentation and additional ...
Tyler Zika's user avatar
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0 votes
1 answer
169 views

profile.name = "System Adminstrator" in formula field is not working

I am using profile.name = "System Adminstrator" in formula field to set the checkbox true but it's not working. I have tried $profile.name = "System Adminstrator" also but still ...
prakhar's user avatar
1 vote
1 answer
94 views

IF Statement I want the value to show as a Percent

I have two fields in Salesforce. One is a currency and one is a percentage field. I have a third formula (text) field that I want to show the value of the currency or the percentage based on an IF ...
Kate Colson's user avatar
0 votes
1 answer
130 views

Cannot create formula using lookup object?

I just modified The standard salesforce object Product2 To include a custom property - a checkbox. I want to map this property out to the cart it belongs to. the way a product is associated to to a ...
Carlton Banks's user avatar
0 votes
2 answers
452 views

Formula to populate a field if closed date is blank

I am trying to calculate number of days between case created day to today and fill that values in Field name Created Days to today. But it should have null value or Blank if the case has Closed date ...
Aswin Gunasekaran's user avatar
-1 votes
2 answers
177 views

Salesforce formula for multiple picklist values

I am trying to write a formula where if Field- 'Status' contains picklist value as 'New','In-progress' or 'Escalated' then I want to make Field - Urgency to 'False'. Can anyone please help me I tried ...
Aswini B's user avatar
0 votes
1 answer
157 views

How to create a Roll up summary field, activity on leads

I am trying to create a roll up summary field on the lead object that looks up to activity object and counts the number of activities that are not closed. But for some reasons it cannot do that, ...
Tomi's user avatar
  • 11
1 vote
1 answer
77 views

Formula Field with Custom Metadata Type that is created in test method

I have a test method that needs to assert the creation of a document, the creation of such document is blocked by the evaluation of a (Boolean) Formula Field that depends on a Custom Metadata Type ...
djpeluca's user avatar
  • 187
0 votes
1 answer
32 views

I need help building a date timer that relates between objects

This was my guidance for this task: Problem: We have Production records and Requirement (RFI) records. We need to be able to track the 90 Days from an initial RFI Date regardless of the number of RFIs ...
Jesse Lebhar's user avatar
2 votes
1 answer
78 views

CMDT references in a formula field breaks rollups?

I have a formula field that is rolled up in a parent object. The field is of this form i.e. constants for the case values: <formula>IF ( ISPICKVAL(Status__c , &quot;...
Keith C's user avatar
  • 136k
-1 votes
2 answers
167 views

Multi Picklist and number fields

I'm trying to create a new formula field that gives results as a text by concatenating few fields like multipicklist fields and text fields and numbers fields. But i have been receiving an error when ...
Dug's user avatar
  • 1
0 votes
1 answer
157 views

Help with Contact Birthday Formula Field

I'm creating a formula field that identifies contacts with birthdays in the current week. I came up with this, but I'm getting this Syntax error: Error: Incorrect argument type for function '...
Vaxy Valmyr's user avatar
-2 votes
1 answer
143 views

What formula do I use to divide the total opportunity amount over the program duration period showing the projected monthly revenue?

Closed won opportunity amount = $30k Est start date field = 10/1/2023 Est end date field = 12/31/2023 Looking to display something similar to the below. October monthly revenue = $10k November monthly ...
Kristin Kennedy's user avatar
0 votes
0 answers
169 views

UserServicePresence Object : Not able to access UserId field in formula?

REQUIREMENTS : I need to create a field on UserServicePresence object, to check if the current user is the user referenced in UserServicePresence records. I need this field to be used in reports, to ...
Jul0s's user avatar
  • 11
-1 votes
1 answer
217 views

Need to calculate Elapsed time between 2 Date time fields excluding weekends

I have the formula which calculates the number of hours elapsed between 2 DateTime fields excluding the weekends. Using this formula field in another calculation is giving Compile error. Is there ...
Amulya's user avatar
  • 25
-2 votes
1 answer
741 views

Salesforce - How to compare two Date/Time fields?

Good afternoon! I am working on a formula field that will compare two DATE/TIME fields and return the larger of the two dates. My current formula is drafted below, but so far, the field I am trying to ...
Conner Brown's user avatar
-1 votes
1 answer
73 views

Check the checkbox only for first created record

I have requirement like : One custom object (Issue) it is child object of CASE object and it is has checkbox field (primary issue). It has to be checked only for first record created from case and for ...
Arjun's user avatar
  • 3
-2 votes
1 answer
38 views

How keep these 2 logics in one IF statement formula?

Net Amount part works as expected but CPq level max does not work.How I can add or/ add functions to this formula? IF( SBQQ__NetAmount__c <= 7500, " Approval Required ", IF( ...
Ulvia J's user avatar
  • 15
-2 votes
1 answer
52 views

Sort list/kanban view by integer formula field

I have a requirement in which I will need to sort a list/kanban view by an integer formula field. Is this possible? I've checked the documentantion and found nothing related to this topic. Thanks in ...
molinet's user avatar
  • 925
0 votes
1 answer
112 views

I need to create / automatically display an age rounded to the nearest half year. My formula is only giving me to the year

I need to display a formula field that shows the age rounded to the nearest half year. For example: if the DOB is 01.01.2012 then that persons age would be 11.5. The formula I'm using only displays 11....
jessilundquist's user avatar

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