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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2answers
16 views

How to add a condition in a formula field to update only if the record is created by a user with particular profile

How to add a condition in a formula field to update only if the record is created by a user with a particular profile. IF((f1__c=='' && f2== FALSE && $Profile.Name == "abc User&...
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1answer
21 views

Convert the string to date

I have a text field which holds date in below format 1/15/2020 11:43 AM 1/9/2020 11:43 AM Now, what I need to do is, create a SOQL query that will filter this field. One approach can be, create a ...
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0answers
42 views

Compiled formula is too big to execute (5,016 characters). Maximum size is 5,000 characters

I am trying to merge some field values using formula field but its hitting the limit. Compiled formula is too big to execute (5,016 characters). Maximum size is 5,000 characters each fields are ...
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5answers
14k views

How to extract the time into a formula field?

I want to extract the time component of CreatedDate (standard field) into a formula field (which should be a string) that contains just the time part. So if CreatedDate is Jan 4, 2014 17:23:10, ...
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0answers
14 views

Auto number for certain opportunities stage name [closed]

I would like to create an auto number but only for opportunities starting from a certain stage name, does anyone know how I can do it ?
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1answer
2k views

Formula field -send an email alert 10 days before deadline

how to send an email alert 10 days before duedate,using workflow.how to achieve this in rule criteria. i have tried this Due_Date__c <= TODAY() - 10 Its not firing properly.
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3answers
338 views

Operator Precedence in formula field

I have formula field like this: 2*2^3 Result = 64 Expected Result = 16 - I am getting this result in excel I corrected the formula by adding parenthesis. My question is that exponentiation ...
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1answer
414 views

How to convert text to numeric value in formula field for proper sorting?

I have one custom formula field "Case Age" which displays the Case Age in the format of "xx days yy hours zz mins" which is using the below formula, TEXT(FLOOR((Case_Custom_Age__c)/(24*60))) + 'd ' + ...
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2answers
938 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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3answers
436 views

Formula field value for old records and another value for new ones

I have formula fields which calculates the net value and total value for sales order object, I want to change these formula fields values but not affect the old value for sales order which is packed, ...
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1answer
34 views

How can I get the User ID from a text field which has the user name? Can I get it using a formula field?

I am trying to populate the "Recruiting Lead" field which a lookup field. My use case is that when a new lead enters the system via referral, i.e Channel is Email Referral, Source is Email, ...
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1answer
19 views

How to have a fixed time populated in a date/time formula field?

I have to create a date/time formula field, whose date value will come from a date/time field. However, I want the time to be always 5:00 am. How do I achieve that?
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9 views

Clickable Address field on Lead For Salesforce Essential Edition

My Lead Address field is not clickable in the Salesforce Mobile app. I want it clickable so that when someone clicks on the address it always opens up in google maps. I have a salesforce Essential ...
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0answers
30 views

Custom fields doesnot appear on the Related list in Pagelayout

I created a custom formula field which is DateTime datatype in Product Object which I am trying to add to the related list on the Page layout of Opportunity object. Below is the custom field that I ...
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1answer
944 views

How to create formula field to count case age referred to business hours

I'm trying to create custom formula field in Case object to count Age of created case. Is there any way to do it without custom code ? I found this solution but seems that is not working properly. ...
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0answers
32 views

I'm trying to implement a case flagging formula but sometimes the flags work sometimes it does not for some records

As seen on the image some of records has flags and some are not even though there is a value on SLA Category and Case Age. Here is my formula: IF( (OR( AND(TechSLACategory__c=1, ...
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1answer
18 views

How to Update formula field value in a different field on same object using trigger

My requirement is to insert the formula field value(Formula calculated by few other factors), in a different field on the same object. The below code is running in before update but i see many ...
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1answer
48 views

Get only one formula field calculated value

I have created an object with multiple formula fields. Some formula fields are simple and some are complex. I want to get calculated values of few formula fields. To get the value of a formula field, ...
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0answers
15 views

Formula Field to display on Email template

I have five url fields on a custom object, an email template is created to send out the email to users with the custom object(record) content. My requirement is, I should display the url links in the ...
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2answers
2k views

Calculate Business days and Calendar Days in Formula field

We have a custom Service Request object and have following fields Date/time open Date/time closed Expected Resolution date SLA Type SLA Type can be calendar day or Business day.So we would like ...
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1answer
908 views

Partner Account ID-Lead Object

There is Partner Account field on lead object. Salesforce help says, Description:ID of the partner account for the partner user that owns this lead. Available only if Partner Relationship Management ...
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1answer
714 views

insert link to a field in a formula field

I have a child object to Case. That child object has a formula field that automatically gets populated with the account associated with Case. I want it to be a hyperlink. So it should show Account's ...
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3answers
2k views

Create a currency formula field with no decimal places for Standard Page Layout

We have the following challenge with currency fields: Scenario: On child record(s) (in a multi-currency org) we have pricing information which is stored as a currency value with 5 decimal numbers in ...
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1answer
19 views

Is there a way to return a specific time through formula field?

We have a requirement in our org, we would need to send out email notification every morning at 8 am. I don't want to write apex code and was thinking to do this through time-based workflow rule by ...
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1answer
17 views

Identify the First and Last Enquiry Source on the Contact object

I have a custom object called "Enquiries" when someone enquires in the enquiry is created as well as a Contact. You can have multiple Enquiries linked to a contact. Within the contact there ...
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1answer
21 views

Formula for formula field looking at multiple picklist items

I would be greatful if you could help. I have a custom formula field "Acceptability Rating" and i want it to look at two picklist fields "Status" and "Ruled out reason" ...
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1answer
506 views

Why does this CASE formula return blank?

Why does this formula yield a blank value? I want it to bring back the date formula (Month Day, Year) if the EffectiveDate1 field is not blank. if (EffectiveDate1__c <> null, CASE( ...
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1answer
37 views

Rounding Issue on formula field calculating business hours between two dates

I have the following formula and even though the formula field is set as a number type and has 2 decimals set, the below formula is still rounding up to a whole hour. I can not figure out how to get ...
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1answer
19 views

Can't use Name from lookup field in formula

I want to define a formula field to have the value of the Name field of a lookup field. I tried something like this: Lead__r.Name where "Lead" is a lookup field pointing to a lead. However, ...
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1answer
1k 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 ...
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0answers
27 views

Trigger changes a fraction of values after every update

I have written a before update trigger on Opportunity to update some fields based on formula fields. Due to some limitations, I could not create a formula field so created number fields and populate ...
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1answer
28 views

Exact Time Difference Between two Salesforce Time difference field

I'm trying to create an SF formula field in which we going to return the difference between my two-time field as Start time and End time. I know one approach to calculate the difference showing it as (...
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1answer
34 views

Incorrect number of parameters for function 'CASE()'. Expected 6, received 7

This is my code: if ( loan__Funding_in_Tranches__c = TRUE , CASE(ISPICKVAL(loan__Frequency_of_Loan_Payment__c,'Weekly') , Ceiling (( loan__Maturity_Date_Current__c - TODAY() ) / 7 ) , ISPICKVAL(...
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1answer
39 views

How to Blank Date value in Date formula field?

This field is to display the "date" value when this Opportunity's Stage value contains "Closed ". and at the same time Opportunity's Stage value not contains Closed means this ...
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2answers
43 views

Flow : Formula for record name on update

I'm pretty (very) new with Salesforce Flows. I'm trying to rename child records, after the parent has been created. It basically replicates what is in this video, but with different objects https://...
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0answers
35 views

cannot delete a field refered in the flow

I am new to flows, trying to delete a field which is referenced in the flow, I have DE-referecned/deleted the field from a screen flow and created a new version of it. Deleted all the inactive old ...
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2answers
27 views

why does user lookup field that is added in formula field is giving me its record id?

why does user lookup field that is added in formula field is giving me its record id ? Related_Opportunity__r.Account.ConversionOwner__c
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2answers
408 views

Format TEXT(NOW()) in Workflow Field Update

I have one Field Update and I am Populating todays date.. So I used TEXT(NOW()) but i am getting the result as(2016-08-10 11:46:33Z), I need the result as 2016-08-10 date only and if possible (08/1/...
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2answers
740 views

Updating a Date Field with Last Day of The Month based on another Date Field

Updating a Date Field with Last Day of The Month based on another Date Field. I need to write a formula to do a field update when an Implementation is complete. Basically once it's marked as ...
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1answer
572 views

Formula not having updated value in After Trigger : Apex Trigger

updateTemplate((List<Object>)tp.newList, (Map<Id, Object>)tp.newMap, (Map<Id, Object>)tp.oldMap); In the method I am querying updateTemplate I have a query as below Map<Id, ...
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0answers
30 views

How to render picklist values according to those available in the related object?

I am a newbie to salesforce and I am doing a project on hospital management system in it. I have Objects for Hospitals, Wards & Patients. Patient is in a lookup relationship with Ward and Hospital....
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0answers
17 views

Add plain text to Formula(currency) field

I want to add a string "Additional TAM" with the output of a formula(currency) field. e.g. USD 10 Additional TAM. Kindly help me.
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1answer
481 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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2answers
36 views

Display Month Name and Year based from Date field eg: September 2021

Any assistance would be much appreciated! Looking to build a formula field that extracts Month and Year of a custom date field. (if it is 28.09.2020 as the date then the formula field would display ...
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0answers
35 views

formula field challenge on trailhead showing issue

In Trailhead "Improve Data Quality for Your Sales and Support Teams" Trailmixes step" I have follow all the instruction and even i have check opportunity object field "Annual ...
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2answers
3k views

Salesforce Formula Text Value Based on Custom Field Picklist Value

Basically, on Cases, I have: Department(picklist values=Ecom, B2B, etc.) Manager(text field) Employee 1(text field) Employee 2(text field) Employee 3(text field) Employee 4(text field) This is ...
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1answer
29 views

How the metadata API works(Deployment) when we change a field data type to formula?

I have a scenario where I have to change some of the field's data type to the formula type. My question here is how the metadata API works when we deploy/ migrate the changed fields? Will, it allows ...
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0answers
23 views

Create a workflow rule and formula field when Lead status is changed from X to Y to Z

Display the number of days Counting starts from zero, whenever a new record is created or whenever the "Status" value is changed from its current setting using old and new values(ISCHANGED ...
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1answer
116 views

Formula field - Hyperlink to record page (SF and Community)

I have a formula field that displays a text and has a link to record page, like this: HYPERLINK('/'+ Id , Name__c) The problem is, this has to work inside Salesforce but also in the community, and ...
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1answer
25 views

How to get formula field to generate text rather than Salesforce ID?

I'm trying to write a formula field in a new custom object to refer to the text in a field of my Order object. However, in the order object, this text is a link. So the formula field only generates ...

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