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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1answer
163 views

I need to create a field on the Accounts object of projections this quarter from opportunities with multiple invoice dates

My company's opportunities have custom fields on opportunities with up to 5 different invoice dates/amounts. I would like to create a field on the accounts object that will sum any of the amounts ...
2
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1answer
81 views

Custom “IF” formula not returning correct records

I'm having a hard time with the following custom formula. I use this field in reports to determine if there are any data errors in our records. I can get the second scenario to work, but the first one ...
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0answers
72 views

Error displaying image linked list

I created a formula field that according to check some fields returns the image to the status of the object. In the registration screen, the image is displayed correctly, however when viewing the ...
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1answer
222 views

Formula to set Date/Time to EOD using CreatedDate

I have a requirement to report on cases that are not resolved by 6:00PM Local (end of support day). If the case comes in before 6:00PM then it must be closed by 6:00PM same day. If it comes in ...
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1answer
58 views

creation of formula field

i have one custom object and in that i want to create a formula field based on date(custom field). 1) date field 2) formula field(return type check box true or false) case: if date is from ...
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1answer
1k views

Create more than one Hyperlink in formula field

I have a custom field which is holding space separated values like: "India USA Australia Japan China". Now I want to make each value hyperlink separately in formula field something like : Hypelink(...
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0answers
180 views

thumbnail type images?

I'm trying to integrate amazon S3 with SalesForce, I did it with the toolkit. When it says to upload image, it shows the image to a bigger size which I do not want. How do i resize and have thumbnails?...
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1answer
76 views

Field Update Based on Workflow

I have one object named "Information" and in that i have 3 field listed below Amount (type - Currency) current(formula-return 0 and 1) balance (type- number) now here i want to fill the field ...
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1answer
137 views

Formula to send reminder

I want to send remainder to contact owner on the contact birthday date.I want formula to calculate whether the date is falling on weekend so that if it is Saturday I would send 1 prior and Sunday 2 ...
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2answers
1k views

Can anyone help with a formula to pull an email address from a text string in a standard field?

I am trying to pull an email address from a text string in the standard "Description" field on Case object. The below formula is correctly pulling everything AFTER the "@" symbol in the email ...
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0answers
1k views

Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
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1answer
537 views

Extracting Formula field in Data Loader Command Line Interface (CLI)

Need help. Can formula field be used in Command Line Interface ? I have a requirment to automate the extraction process.And i have created few formula fields as per the requirment.but i keep getting ...
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1answer
763 views

how to concatenate two Rich Text fields

I want to concatenate multiple Rich text values. But formula functions doesn't allow that? whats the solution
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1answer
1k views

Display different images depending on a field's value

I have a formula field on Lead (Profile__c) which gets updated with different values depending on the another field (Weight__c) given. Below is the formula: IF (AND(Weight__c> 0, Weight__c <= ...
3
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1answer
258 views

How to convert name to pig latin with an sfdc formula?

I'm at Dreamforce and attending a "hack a thon" session. The task is to convert the name of each Contact into Pig Latin only using "clicks", not code. I thought creating 2 formula fields, 1 for first ...
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1answer
39 views

Create new Field At Account Level

At Account level there is one filed named "Comment(Type-Long Text area)".now i want to create one another field at account level that give the count, Number of "comments" inserted by specific role of ...
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2answers
41 views

Dependent Formula Information

For Example - I have a formula that calculates all of my sales by region on an object and then I have a parent object that sums all of my regions sales together. If I have a problem on the Parent ...
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2answers
822 views

Formula Fields Lock when Records are Locked?

Looking around the web I could not find any information on if a Formula field locks (data become static) on records that have been locked in an approval process when the values in the formula are ...
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2answers
5k views

How to get lookup field values from the formula field

Can we get the parent field value by comparision in the formula field? a object has two parents. we need to get that two parent value in formula field but the condition is. need to check the first ...
1
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1answer
1k views

formula field gets updated based on a checkbox

I am new to SF. I have a requirement where I am creating a Formula field. Basically I have three checkboxes, Check box1, Checkbox 2, Checkbox 3. I want to say something like If Checkbox1=true, "...
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1answer
3k views

How do to currency conversion in formula field

I am trying to create formula field which will bucket based on the Amount in US $ currency. If(Amount < 25000, "<25K", If(Amount > 25000 && Amount < 100000, "25-100K", If(Amount ...
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4answers
140 views

Add rollup Field on Account

I have two object one is "Account"(Parent) and second one is "Information"(Child). in that "Information" object have two field "balance" and "duedate" now at account level i want the total of all ...
1
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2answers
6k views

Difference between 2 DateTime fields in Hours and Minutes with timezones

I am having trouble in finding the difference between 2 datetime variables and reducing the offset timezone difference in order to get the local time from the salesforce generated GMT time. I have a ...
4
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1answer
634 views

How to check cross-object formula usage count?

Salesforce allows a maximum of 10 unique relationships per object in cross-object formulas per https://help.salesforce.com/apex/HTViewHelpDoc?id=fields_creating_cross_object_notes.htm&language=...
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3answers
14k views

How to insert line break into Rich Text field from Field Update

I've a workflow field update that's updating a rich text field type. I've tried using BR() to insert line breaks but I don't see that line break when viewing the standard detail page for the record. ...
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3answers
90 views

Can interdependent Rollups, Formulas and Triggers cause hard to reproduce bugs?

Let me try to ask this with out explaining my overly complicated case in detail. I have custom objects that heavily use formulas, rollup summaries and triggers. For the last days I am chasing hard to ...
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2answers
183 views

Change flag colour for case object

I have a requirement here. I have to change the color of a case flag from yellow to red depending upon certain criteria. the criteria is Whenever an Email-to-case is created and Case owner is in "...
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2answers
4k views

How to get the all prior field value in textearea field or formula field

I have one text field like priority and I will change every day the priority. now I would like to store the prior values in the text area field or formula field. how to do? Temporary i am viewing the ...
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1answer
675 views

How to show the image in vf page from the formula field

I have upload the image in document and I would like to insert the uploaded image in formula field using the apex code. I would like to achieve store the image for every record. Need to show the VF ...
1
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2answers
3k views

Previous Month Formula

I'm trying to create a formula to check a box if the start date is last month. Not sure what is missing since it is checking the box for all records with a past month. OR( AND(/*Feb - Dec*/YEAR(...
4
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3answers
328 views

How to construct mileage expense formula without hard coding the mileage rate into the expense field

I have created a "mileage expense" formula field which calculated the "miles" field by the mileage reimbursement rate - $.56 - hard coded into the formula. Mileage reimbursement rates change at least ...
1
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1answer
302 views

All fields not selectable to history track

I have a custom object Address_vod__c. All the fields of this object are not coming for selection in History Tracking window. Is there any way I can make such a field (formula field) available there ...
2
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3answers
463 views

Loop through textboxes and ruturn one of them

I have three different text boxes(Email, Work Email, and Other Email) to enter email addresses. I created a custom field of type "Formula". I need it to loop through the three email(s) and return one ...
2
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2answers
2k views

I am having trouble with creating a number range IF formula

I want My formula to show Tier 0 if lifetime account Revenue is between 0 and 999, Tier 1 if Lifetime Account revenue is between 1000 and 10000 and so on. Here is the formula I have: IF (...
3
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1answer
382 views

Concatenate percent field

How can I concatenate in formula field 2 percent custom fields? I use this formula to VALUE(TEXT(percent__c)) VALUE(TEXT(percent1__c)) The result: 10% + 20%? Is it possible?
3
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1answer
2k views

Formula using INCLUDES function - how to reference merge field?

I need help creating this formula field. I am getting this error: 'Incorrect parameter type for function 'TEXT()'. Expected Number, Date, DateTime, Picklist, received Text (Related field: Formula)' ...
3
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0answers
1k views

How to reduce formula size. Error : Compiled formula is too big to execute

I am getting error when i added new status to my application. the error is Formula(s) that reference this field are no longer valid: Compiled formula is too big to execute (5235 characters). Maximum ...
2
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1answer
798 views

Filtering query based on the value in Formula field

I am trying to filter a query based on a value in the formula field ,which is in hyperlink format .When i try quering the formula field based on its value its not returning any results.Is there any ...
3
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1answer
936 views

Formula Ninja to the rescue - Calculate Last Day date of period

In my CustomObject__c I define a time period by those 3 picklist fields: pkl_PeriodType__c { Year, Quarter, Month } pkl_Year__c { 2011, ...,2022 } pkl_Period__c { January, ..., December, Q1, Q2, Q3, ...
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1answer
1k views

Formula to calculate discounts

I have more than one discount in my opportunity line item. How can I calculate the total in discounts in formula field? like Unit price =100 Discount1 = 10% Discount2 = 10% Total=81 ...
2
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3answers
5k views

How to convert Date Format of NOW() to MM-DD-YYYY in Formula Editor

I have a requirement to convert the DATE FORMAT of NOW() to MM-DD-YYYY in formula editor. By doing using DATETIME.format() i can do it in APEX Classes, but i cannot get the same value in FORMULA ...
5
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4answers
1k views

Formula to find Minimum date value of current month in date field across child objects

I have a Date field which contains, across several child records: (2014-07-1,2014-07-5,2014-07-8,2014-07-9,2014-08-1,2014-08-5,2014-08-8........), now in these values I want to get the current month(...
1
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1answer
10k views

How to write formula based on pick-list value of the pick-list field

I would like to write a formula to count the number of days based on the conditions mentioned below.. If the Status__c (Picklist field) = Draft, calculate based on Now() - Last modifed date. If the ...
1
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2answers
2k views

Contact.MailingAddress

I have to use the Contact Object's Mailing address in my code. But I am not able to use it in my visual force email templates or formula fields. Please suggest how can this field be used
5
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2answers
341 views

Picklist value with “Like”

I have to select a value from a pick list having values starting with 'PR' I have tried ISPICKVAL(Order_Type__c, 'PR%') But I am not able to use expression Like or wildcards here.
4
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1answer
4k views

How to use IF Statement in Formula field for checkbox

I want to copy data from one field in another if checkbox is true, I know I can do it by trigger but I want to do it in formula field, I don't know how to check the checkbox field my code is like this ...
14
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1answer
1k views

Salesforce1 and HYPERLINK() showing raw html

Has anyone found a way to have a field, which is a formula field that uses HYPERLINK(), to display correctly in the Salesforce1 APP? Currently in the browser based Salesforce1 it functions correctly, ...
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2answers
235 views

BLANKVALUE in formula not working

I have a test that is failing and was previously working. I have two decimal fields on a custom object, let us call them Field1__c and Field2__c. I then have Field3__c with a formula. MyObject__c....
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1answer
2k views

Having a field linkable like the object name

Basically, on the Account page, I've a related list called 'Rate', which has a field called 'Rate Group' You can click on Rate Group to go to the Rate Group page, but I was wondering if I could make ...
0
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2answers
4k views

Formula field (Checkbox) on case to be checked if Account selected on case has a picklist value checked

I have a checkbox on Account 'Is Migrated'. I have a checkbox on Case 'Account is Migrated'. Using Lookup Account is selected in case. (Case has a lookup to account). If the Account selected has ...