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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21 views

Help me with a formula please [closed]

I want to write a formula that checks if a checkbox field is checked. Example: IF (Checkbox_Field__c then 'Show this message') Else another condional from another field. I want to show message after ...
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22 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
24 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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28 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
35 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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26 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
50 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
29 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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461 views

What does a colon ':' mean in a formula field?

I have a formula field on the case object like this: IF( ISBLANK( Owner:Queue.OwnerId ), Owner:User.FirstName & " " & Owner:User.LastName, Owner:Queue.QueueName) What does it mean?
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35 views

Salesforce launch LWC from formula field from inside Community?

I need the ability to launch a flow inside a modal from a formula field. (Why from a formula? Because I need to launch the flow from a button/link of sorts on a managed-package custom LWC) I've ...
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16 views

Dashboards keep opening in Classic for Lightning Users. Is there a way to prevent this?

Whenever Lightning Users open a dashboard through a hyperlink (from a report or formula field), the dashboard opens in Classic. Not sure why this happens. I've been playing around in a dev org to ...
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35 views

I need to reference a field on the User Object but it just uses me as the only user, I need to search all users

I'm trying to compare two fields and if they are both satisfied it should spit out the name of the user. Except this formula is only using me as the single user reference when I need the formula to ...
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38 views

Optimizing SOQL Query with Formula Field in the Conditional

We are receiving data from two sources that we are supposed to match using an identifier provided by the clients, 'GUID'. The two sources go into two custom objects in salesforce, Activities and ...
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1answer
41 views

Compiled size of formula field error when using unlocked packages

So I was working on a task to package some metadata using the unlocked packages that I retrieved from an org. Some of the metadata are objects and they have different field types, of them are formula ...
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19 views

How to make an operation in cumulative output for each row in a report?

I have a scenario where I have a report with columns from January to December. They are aggregated by Year. The output is something like this: YEAR | 01 JANUARY | 02 FEBRUARY | 03 MARCH | 04 ...
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2answers
26 views

I want to get first value on a multi select field [closed]

Hello i want to get the first value selected in a multiselect field for exemple if i choose in the field : banana , tomoato , kiwi. i want to get banana
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14 views

Formula field shows different results in different case detail

I have a formula field[Elapsed time] (From CreatedDate to now) on a Case object. It's showing different results(right/wrong) in different case detail. Can any one help me to understand why its ...
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1answer
31 views

Issue when using ISPICKVAL in formula

I have read the documentation and I am aware that picklist values need to use ISPICKVAL in the formula I want this formula to show that If the status is 'A' or 'B' it will show the days (in numbers) ...
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1answer
25 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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1answer
33 views

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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1answer
26 views

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 ...
2
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1answer
22 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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1answer
14 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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1answer
23 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
27 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
35 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
30 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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15 views

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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3answers
204 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
42 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
34 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
23 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
75 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
33 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
47 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
64 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
43 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
32 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
31 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
263 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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29 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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13 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
29 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 ...
0
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1answer
53 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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31 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
27 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
63 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
16 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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