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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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CASE function in formula field says - Error: Incorrect argument type for function 'CASE()'

What is missing in the below formula? I just copied it from the documentation and changed the fields and values. CASE( IsAllDayEvent, true, "TRUE", false, "FALSE", '' )
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-1 votes
1 answer
20 views

IF Formula help - Multiple Parameters Issue

Im new to salesforce formulas and need to implement this new field (New_License_Manager_ID__c) into the formula. I received an Error: Incorrect number of parameters for function 'IF()'. Expected 3, ...
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-1 votes
0 answers
17 views

Formula to cut the last word [closed]

I have a field Name__c If the value of Name__c is [ Valdez John Lester Cruz ]. I want to cut the last word and need to save it in Last_Name__c and the rest should go into First_Name__c. My logic is to ...
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-3 votes
0 answers
31 views

formula for picklist field from one object to another object

On the Contact object, I have a picklist field and I want the same field to be displayed on the Account object. But while writing the formula with TEXT(). It does not show the value of the picklist ...
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1 answer
36 views

How to calculate & report on the time between two specific Stages?

I’m trying to calculate the amount of time it takes for an opportunity to move to a specific stage after being created. For example, Client A moves through the following stages: First Contact: 3 days ...
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0 votes
1 answer
21 views

Update a Date field on the record in Flow Builder from the output of a formula date field

I am new to creating formulas in flows, and just starting to learn flows altogether. I am trying to create a record-triggered flow to update an existing Date field on a record based off the output of ...
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3 votes
0 answers
45 views

How can I tell if a field is a non-custom formula field in the REST API?

We have an integration that allows users to specify criteria to listen for on arbitrary object types in Salesforce. The user specifies the object type they want to listen to updates on and then they ...
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36 views

How to filter a Dashboard using a formula field?

I have a dashboard that I wish to display on clicking a link. This link has to be prepared in a way the dashboard filters and displays the components only for the products that are associated with the ...
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-1 votes
1 answer
24 views

How to convert date/time field to a text field using formula

I have 3 fields on UI Name field1, date time field2, text field3 field3 is a formula field which is concatenation of field1 and field2. field1 + text(field2) if field1 value is Sam D field2 value is ...
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2 answers
33 views

A formula number field can't be used in rollup summary

The child object has two formula number field and when I want to create a rollup summary field on parent object, one of them is not available. What can be the reason of it?
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0 votes
1 answer
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Help me with this IF () function for getting Zodiac sign output using Date of birth field

I am trying to get an output of Zodiac sign using date of birth field. Here is my code using IF () please help me frequently getting syntax error of expected 3, received 1. Wh could me the mistake? IF(...
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-1 votes
2 answers
44 views

How to change boolean result to a compatible currency value in a formula field

I got this formula and I got stuck trying to make it work. How do I get the result to be compatible with a currency field? Any help would be greatly appreciated! The error: Formula result is data type ...
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2 answers
27 views

Formula Help - alternative of using nested if in formula due to size limitation

Can anyone kindly help me with with following salesforce formula I have been trying to write. Formula is getting fairly complex and large due to number of conditions. Basically there are 4 status ...
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-1 votes
0 answers
22 views

How to parse a datetime value to int in a formula

We have a formula that calculates if a worker has arrived at his job and if he arrives late, indicate the time it took. The problem is that if the worker arrives late, the formula, instead of ...
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0 answers
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Formula Help - Fairly complex Advanced Formulas

I am a newbie to creating formula fields and have been tasked with creating about 10 different ones by end of week. I was wondering if anyone could help me or guide me to some good resources, so I can ...
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2 answers
46 views

Text to Date conversion

I want to convert text value into date . Text field contain value= 21-FEB-2022 DATE() function is not working as value is not in proper format
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1 answer
25 views

Flow Formula not correct

I'm sure this is simple... I have a formula field that calculates square footage of a rug. I am using this resulting field in a Screenflow ( Not connected to any object ) to run a quick estimate ...
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1 vote
1 answer
24 views

How do I populate a formula text field for an HTML link that would include multiple fields from the same object?

I have dynamic "add to google calendar" links configured for Visualforce templates, but would like to be able to populate the links on our SF event object as a field so users without ...
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-1 votes
1 answer
22 views

Formula field to show parent's value or use logic

I need to build a formula field in the opportunity that fetches a parent opportunity's value of the same field or executes some logic as following: IF( NOT(ISNULL(Lookup_opp_field__c)), ...
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0 votes
0 answers
23 views

Reporting Interval Between Two Dates Within Same Column

Thanks for any and all help! This is pretty straight forward but I am failing to execute. It is simple to calculate the difference between two dates if they exist in two columns, however, in this ...
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0 votes
1 answer
22 views

Formula field for checking isdeleted or not

I have a scenario to check the record isDeleted or not and show it in a field, is there any way to do it not having SOQL
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0 votes
1 answer
17 views

condition form not Leap Year issues

I want to express this condition with my formula taking into consideration the date of 02/29 End date >= Current date + 365 then green End date between Today's date + 1 and Today's date + 364 then ...
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0 answers
26 views

Connecting a Contact to another Contact

I have "student" contacts and I have "parent" contacts which are connected by a relationship which can be viewed in related lists. But I want to link the parent contact record to ...
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-1 votes
1 answer
37 views

Formula condition with date

I have this formula type field, the condition is correct but the problem I have is that when it is 02/29 as the end date, my field gives me an error, is that because I I used yers -1 maybe, if not, do ...
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0 votes
1 answer
53 views

Account formula field to get the latest opportunity / quote contact name?

An odd request, I know. What I'm looking for is a formula on the Account object that grabs the most recent Contact name that is assigned to an opportunity / quote. Is this possible with a formula or ...
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0 answers
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custom component popup via hyperlink using formula field on standard detail page

We have a hyperlink formula field on Case record page. Upon clicking of this, user is navigated to a page where we have embedded a canvas app. Business requires to have a Warning message when user is ...
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2 votes
0 answers
39 views

Filtering an Action button on a record based on active User

I am trying to display a Create a Record button only if the user looking at the page is the same user in a related user field. I currently have a formula checkbox field that is true if the active user ...
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-1 votes
2 answers
29 views

Can I change the interval at which formula is recalculated for longer? (like for every 6 months)

I want to change a recalculation period of formula to 6 months. How could I do this? Can I do this at all? Could we schedule it somehow? With the use of flow/ code?
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1 vote
1 answer
54 views

I cannot figure out the Formula Syntax Error

I have two formula fields that are not working and the error message is not much help " Error: Syntax error". I have checked that there are the same amount of open and closed parentheses and ...
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0 votes
1 answer
37 views

formula field condition

I want to express this condition with my new formula type field that returns text Green Flag: is still valid Orange Flag: 1 year approaching its end. Red Flag: no longer valid so exceeds the "...
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-1 votes
1 answer
56 views

How to show number field with its format in Text formula field

I have a field called "Annual Amount" and it is a number field. I am using this in an email quick action and I am returning this field in the email body where the return type is text. For ...
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0 votes
1 answer
30 views

Break long text area text into new line for each comma in flow

Really need help in getting this over the line. I have a long text area like this: Policy Type: Accidental Damage (SCTP), Policy Start Date: 27/03/2022, Acceptance Criteria: All default to No, ...
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0 answers
34 views

Formula (text) field on prechat form for live Agent

I am setting up prechat form on salesforce live agent and couldn't find any date fields. I have created a text formula field and it is not on available list of fields while configuring prechat form. ...
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-1 votes
1 answer
81 views

How do I remove the last instance of a character combination using formulas?

I am currently creating a flow where a text collection is combined into a single text variable using a loop. After each item of the collection is added to the text variable I add a divider such as , ...
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0 answers
20 views

Referencing Territory2 SObject in formula field

We are using territory management and would like to create a field to show the territory name on the Account Compact Layout, instead of in the related list. I thought creating a formula field would ...
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0 votes
1 answer
39 views

Shorten a Nested If Formula for Fiscal Year

I created a formula with nested if statements. Since the conditions are similar, is there a way to write it elegantly? Fiscal_Year__c is a picklist field with values such as 20-21, 21-22, 22-23 etc. ...
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0 votes
1 answer
70 views

Increase size of an image formula field

Hi all I have written a formula field Flagstatus which updates each time a choose a picklist value from the picklist field flag.The red flag is displayed when I choose red in the picklist and so on.. ...
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0 answers
21 views

Resolving a merge field from User in a Live Agent chat

I have a user formula field that has the return type text and returns whether it's day or night. The syntax is like this: IF(HOUR(TIMEVALUE(NOW())) < 18, "Good morning", "Good ...
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0 votes
1 answer
59 views

Error: Incorrect number of parameters for function 'IF()'. Expected 3, received 2

The title says it all. I know I am missing my 3rd parameter per the error, but I can't determine where. IF ( Not_Final_Destination__c = TRUE, IF (AND(SCMC__Customer_Account__r.ShippingCountry <&...
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0 votes
1 answer
33 views

Poppulate a Quarter last date in Custom Closing Date

Hi everyone I am new to salesforce, I have a requirement which says that when an opportunity is created I want to populate a custom close date field with the last date of that quarter according to ...
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0 votes
0 answers
31 views

Compiled formula is too big to execute (6,091 characters). maximum size is 5,000 characters

I am trying to display a label text based on current scenario the following field has 1369 characters but I'm getting an error during git commit validation IF( CONTAINS(TECH_CitizenshipCode__c , ...
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1 vote
2 answers
36 views

Formula field to update first 2 letters and a number

I am writing a Formula Field to populate a ID. Here is the requirement I have a text field called work name where the end user gives values called "Core Work" or "Netflix" or "...
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0 votes
1 answer
62 views

static resource is not visible

I have a field named Statut__c , it is a picklist ( Active / Inactive ) , i want to get a static ressource named Inactif if the value is Inactive and Actif is the value is Active . i DID get any ...
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0 votes
1 answer
30 views

Formula Field Is Undefined In Aura Component

I am trying to populate some lightning: inputs in an aura component with a few values. In the example below, {!v.enrollmentRecord.Comments__c} works fine but {!v.enrollmentRecord.OPEID__c} is ...
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0 votes
1 answer
30 views

Salesforce Lightning - Summary level formula to compute rate of installed voicemails out of eligible voicemails

I have just started learning how to write row-level formulas on Salesforce Lightning. I am attempting to create a summary formula column while only being eligible to use at most 1 row-level formula in ...
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0 answers
27 views

Adjustment of formula for all years, not for specific one

Good day, how to adjust this formula to be valid for all years, not only for specific one MOD(FLOOR(("Created Date" - DATEVALUE( "2016-01-01 " ) ) / 7 ), 52) + 1
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0 votes
1 answer
91 views

Formula field with ISPICKVAL

I am trying to create a formula field. How do you combine ISPICKVAL from 2 different fields? Here is what I am trying and getting errors: IF(ISPICKVAL(Business_Line__c,"A"), "100", ...
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0 votes
1 answer
32 views

Two workflow rules with different formulas firing for one scenario

I have two workflow email alerts when a case is created from an email (email-to-case). Workflow rule 1: CONTAINS("qa.cancelholidays@gmail.com", Source:EmailMessage.ToAddress) Workflow rule ...
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0 votes
1 answer
32 views

Not able to get proper time difference in formula field

I am using this formula field to calculate the hour and minute difference between a start and end time Start Time :14:00:00.000Z End Time : 16:50:00.000Z and I am using this formula field to ...
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0 votes
1 answer
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With Multi Currency enabled, why is the DefaultCurrencyIsoCode and CurrencyIsoCode fields on the user object not available in formula fields?

As the title suggests, for some reason you are unable to access these fields in formula fields (not sure where else they aren't available) Edit 1: Reason why I need this in the formula field: Based on ...
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