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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16 views

Save previous sibling value in new field

I've got a formula that requires me to use the createddate of the previous entry in a field. I think I've determined in order to do this, I need to create a new field (PriorDate) that records this ...
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1answer
24 views

Contract End Date Formula

I've been racking my brain for about 8 hours trying to figure out how this formula works, or I guess WHY it works. DATE( Year( Contract_Start_Date__c )+floor((MONTH(Contract_Start_Date__c) + ...
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1answer
15 views

Formula field to categorize records

I am trying to create a formula which will help categorising customers based on the following conditions. I have created this formula which gives me this error " Error: Incorrect number of parameters ...
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1answer
38 views

Formula field to check if the status of account is changed today [closed]

I have a requirement where a check box on account should be true when the status__c field of account is changed today.
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47 views

Need help creating a fourth splitter

I have a field that contains 4 values that are comma separated: Value1, value2, value3, value4. I am currently able to dissect the first 3 values but am having trouble getting the fourth one. Here is ...
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16 views

Populate fields in service console for new record

I have a custom object called Refund under the Case object and there are fields called company name, address, Refund amount Address under the REFUND Object. My service cloud users want the Fields ...
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1answer
16 views

Access Parent object's field in Child object using formula field

I have a Account Test1 with Address Line 1, City and State. I have another Account Test2 with Address Line1. Test1 is the parent of Test2. In Case object, i have a field where I am populating value ...
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1answer
21 views

Formula field to count total Accounts linked to Campaign via Contact

Is it possible to count the total number of Accounts (via Contacts) within a Campaign? I would like a field that says something like 'Accounts in Campaign' alongside the other similar fields shown ...
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1answer
28 views

formula to convert parentid to parent name

In custom object I had used hyperlink formula for related to field,i want parent id record name in hyperlink that should redirect to Parentid(where parentid consist of either accountid,leadid,oppid) ...
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1answer
21 views

How to Determine if a Contract Has Reached Half of Its Expiration Date?

This is related to my previous post: Create a report that will display all contracts with six months remaining before their expiration dates I've decided to post another one since that only focuses ...
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1answer
17 views

Create a report that will display all contracts with six months remaining before their expiration dates

This seems like a very simple question, but I am quite confused. I am using standard Contract object, and I created a formula field Half Year Expiration Date which has a formula of EndDate - 182.5. ...
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1answer
24 views

Months between dates in Flow

I am new to Salesforce and need to know how to implement a months between dates fromula. The formula needs to be created in Flow Builder as a formula resource. Most of the examples I looked at refers ...
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23 views

Line break on Long Text Area field

I am getting a string from rest callout and my webservice received this string and store in a LongTextArea field . Received output : Custom Lightning Navigation Buttons,1,2,Recruiting App Package,...
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1answer
28 views

Formula field with several nested functions - can't get right syntax

Trying to create a text formula field that returns certain texts based on combinations of possible values in other fields. Every time I update the syntax, I get an error message either about ...
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1answer
18 views

Changing field type from Checkbox to Formula(Checkbox)

I have read that change in field type would result in data loss. I have a custom field which is of type checkbox and has around 200 records. Now, I need to change this field data type to formula (...
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1answer
29 views

Date Formula field help

Good Day, Would like to request assistance on a formula. I am trying to capture the Day & Month of a field called Contract_Start_Date__c and then add the year today. For instance Contract Start ...
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1answer
14 views

Formula(Text) Field Displayed in a Time Format Not Sorted Properly in List View

I have a formula(text) field created that fetches only the time part of a date/time field. Formula(Text) field: Time__c However, upon sorting list view by that formula field, it does not display ...
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1answer
39 views

Can we convert timestamp format

I have one formula field. I am able to remove spaces but needs to convert into below format, Is it possible to handle in formula ? Formula Field : Name & SUBSTITUTE(TEXT(CreatedDate) , " ", "-") ...
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1answer
50 views

Check box field on Parent object based on child object record type

I am trying to create a checkbox formula field on Account object. This is to be checked based on the record type and isactive field in another object (say Rel__c Object). These two objects have a ...
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1answer
47 views

Formula field doesn't retain old values in the trigger

I have scenario 1 - A formula field on Account (custom_type__c) which references the Contact's email as - Primary_Contact__r.Email Whenever Primary Contact's email id is changed , Custom Type is ...
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42 views

Days in this month and days in this year formulas

I have a formulas of days in this month and this year with start and finish dates. My formula counts the number of days in this month/year that fall in a given interval (between Start Date and Close ...
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2answers
56 views

How can I simplify the formula to avoid limit?

I'm getting "Maximum size is 5,000 characters" for formula, when trying to do this: ((Account.Cost_per_day__c + IF( (AND(Cleaning__c = TRUE, Parking__c = TRUE)), (VALUE(TEXT(Number_of_cleaning__c)...
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20 views

How to get the Price book price of the Product to a custom field (formula)?

I want to create a Formula Field in the Object Product2 that will store the List Price of the Product stored in the Standard Price Book. How can I do that ? In the Formula I can't reference the Price ...
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2answers
178 views

The number of days until the end of the month

For example, I have Start Date 29.05.2019, and Finish Date 4.06.2019. I have a formula field which displays 6 days between these 2 dates. But how can I count the number of days from Start Date until ...
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1answer
21 views

Formula to capture 5 letters on contact name

I was wondering if it is possible to capture 5 letters off of a contacts full name based on its sequence? for example: eg. Surname Jolie-Pitt, First Name An gie Result: OLENG Non-alphabetic ...
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1answer
27 views

formula field to display images when the status of the picklist is changed

IMAGE( IF(ISPICKVAL(Flat_Status__c, "Booked"), "img/msg_icons/confirm32.png", IF(ISPICKVAL(Flat_Status__c, "Sold"), "img/msg_icons/error32.png", IF(ISPICKVAL(Flat_Status__c, "Non-...
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1answer
18 views

comparing DateTime value in formula

I am trying to create a formula field to set a DateTime value, but it fails with the following error: Error: Incorrect parameter type for function 'IF()'. Expected Number, received DateTime The ...
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1answer
27 views

Using Flow but need Complex equation to set a value

I'm using a flow to do a nightly (1am) job. This job sets a Boolean to false if it is true and to true if the Next Email Date is Today(). I need to use this job to also set the Next email date for ...
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71 views

Inserting record on Junction object with formula fields

I have Junction object called Agreement Scope which has two Master Detail relationships with Account and Agreement. We are assigning Account and Agreement in the lightning components Apex Controller ...
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3answers
19 views

Account Name not displaying

I created this formula field to display a hyperlink to the direct parent account on whatever record a user is viewing. For some reason the link displays the account Id number and not the actual name ...
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2answers
94 views

The formula expression is invalid: Syntax error. Missing ')' Help Please

When trying to save the below formula I get this error: The formula expression is invalid: Syntax error. Missing ')' Help Please Why do I get this error? How can I fix it? AND( IF ( ...
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1answer
35 views

How to write formula field that returns a percentage to show amount at or below 100%

Your input is appreciated, I'm creating a formula field called consumption is a result of dividing two numeric fields (Modified Usage, and Range) that will return a percentage of usage for example. If ...
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1answer
77 views

Trigger workflow rule on formula value change

I am doing some mockup exams for the certification. There is a question saying: An sObject named Application__c has a lookup relationship to another sObject named Position__c. Both Application__c ...
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1answer
66 views

Data not visible on formula field on Object Detail page

I have created a formula field on an object (Object_A__c) which needs to get the data from another Object (Object_B__c). The relationship is such that both objects A and B have lookup relationship ...
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1answer
65 views

How to send a reminder 45 days before the event -— formula field does not trigger the process builder

I have created a custom object "Assigned tasks" that works like tasks such that it has due date, subject, priority e.t.c. This custom object "Assigned tasks" is a child object to case object. Case ...
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1answer
33 views

Formula field used to check if info on related object is being completed

I have the following formula field in a custom object, which is being used to tell me if the address in the related object is being populated. It stopped working. Its supposed to be unchecked if the ...
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1answer
24 views

Error: Syntax error. On Custom Field

I have the following formula for a Checkbox in Salesforce and it keeps giving me the following error. I am trying to have this box check if "Trip A (or B), 2 Weeks, 1 Week or 3 Days is true along ...
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1answer
22 views

How to use an external API in formula field

I'm trying to create a formula field wich use an external API in one of my object. I'm trying to GET the number of followers of an instagram account directly in the formula field. To do that, I ...
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1answer
11 views

Picklist Text to Numerical Value

I am putting together an evaluation form in Salesforce. I am using Customer object Greeting__c, the pick list values are High, Met, Below. I would like to assign a formula that sets "High" to ...
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1answer
19 views

How to extract date value from a text field with inconsistent values

I have a field called Invoice_Sent_Date_Text__c that has values like: Sent [11/30/2018] Billed as Package; Sent [1/28/19] Sent [3/6/19] 3/6/19 I need to create a field that will isolate and ...
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1answer
46 views

Help needed with creating a New formula field

I am having an issue with a validation on a field in my Case object.I have the below requirement.Can somebody help? The Field should allow only a total 11 digits. These 11 digits can be divided into ...
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0answers
16 views

Can some explain below formula of excluding weekends counting

Can some explain below formula of excluding weekends counting, I want the explanation I'm not able to understand the below formula. The formula is : CASE(MOD( ActivityDate - DATE(1985,6,24),7), ...
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1answer
45 views

In process builder, how do I write a formula to set a relative day but a specific time?

In this example, let's say a new account is created and we want to have a kickoff lunch with that new account. I'm setting up my logic in process builder using a Start Date Time set to... ...
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1answer
134 views

Error in a formula field

I have a requirement where I need to populate records where a criteria is true. The criteria is the users must have joined in between Jul,2018 to May,2019. I thought I can achieve this using a ...
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24 views

Time Spent field has negative value even if Start Time field value is less than End Time (Only happening for few records, working fine for the rest)

I have three fields - Start_Time__c(Date/Time), End_Time__c(Date/Time), Time_Spent__c(Formula(Number)). The field Time_Spent__c calculates time difference of Start_Time__c and End_Time__c in hours (...
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21 views

Reduce Formula Size (Case)

I want to create a formula (text) that combines (parts) of two fields in some scenarios. Example: If the 'BillingPostalCode__c' starts with 90 and the first 9 characters of the '...
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1answer
111 views

Refresh standard page in Lightning Experience

I have a formula data field on an object which is not reflecting updated values when viewing it in Lightning. This is directly related to the known issue https://success.salesforce.com/issues_view?id=...
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1answer
24 views

Are two blank fields considered equal in a Salesforce formula?

Writing a Salesforce formula and my if statement is comparing whether two fields are equal to one another (ie. Field1 == Field2). However it appears to evaluate them as false if both the fields are ...
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1answer
16 views

Salesforce matrix report

Hi I am trying to create a salesforce report to show the 3 columns Contact owner number of contacts per owner whether contacts have any activity on them or not(sum of relation) My report looks ...
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1answer
232 views

IF statements in formula field or process builder

I need a formula field that essentially has two different formulas depending on which product is selected on the Opp Product. Both products and formulas will be needed, so it's not really an IF/ELSE ...