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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93 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
136 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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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
27 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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26 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
12 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
50 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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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
73 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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28 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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22 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
183 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
29 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
375 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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55 views

Lightning Experience Formula Field With Old Value

I've "A" object with two fields: a lookup field (object B) and a formula field (field status of object b) and a "B" object with lookup field to "A" object. In lightning experience I open record "A" ...
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31 views

Formula field in a Predefined Field Value (Email)

I have a record, namely Quote, which has a lookup relationship with Contact. Now, I'm creating an Email tab under the Activity, and I want the fields (To, From, Subject, etc..) to be auto-populated. ...
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1answer
83 views

How to handle MOD returning a negative number?

I discovered today that Salesforce's MOD function (in formulae and workflows) will return a negative value if given a negative input. MOD(-5, 12) = -5 This goes against the mathematical definition ...
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1answer
33 views

Error in return type

I have written a formula field of data type DATETIME and return type text IF((ISPICKVAL(Status, 'Completed')),NOW(),'') but error occurred states Error: Incorrect parameter type for function '...
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1answer
59 views

Formula field to calculate the percentage of days remaining

I have a custom formula field where I need to calculate the amount of days in the year * 100 \ 365 = % of days remaining. I've created the following formula: ROUND((365 - (CloseDate - DATE(YEAR(...
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1answer
72 views

“Attempt to de-reference a null object” for formula field in map

I am trying to get the value of formula field to check in condition via customAccMap. i am checking if formula_field__c is null then i need to throw a cpqException. But on Add Product Page on CPQ i am ...
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1answer
23 views

Error while creating formula field

There is field : "Company Identifier "on Company object. Which having lookup relation with Item Object. Now i am creating formula field on Item object with the below condition If Company ...
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1answer
273 views

Sum of opportunity amount on account records [duplicate]

I have one field that calculates last year's sum of donation amount using a managed package. My requirement is to create a new field on Account object to calculate sum of total opportunity amount from ...
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2answers
156 views

Possible to view all formulas of formula fields on an object?

Getting this error: " This record could not be loaded because it includes too many formula fields with complex formulas, or too many custom fields. Ask your Salesforce administrator to remove some ...
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1answer
36 views

Formula that uses IF statements not working

I am trying to use a formula field on the Campaign Member object to pull from either a Lead or Contact. The Formula Text field works but the Formula Number field does not, and I am not sure why. So ...
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1answer
18 views

Average of orders placed by an user

I have a requirement where I need to get the average number of Users who are placing orders each month. If I get the count using Roll up summary field, it will be the copmplete count of the year and I ...
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1answer
116 views

SFDC formula field to convert decimal number to hex string

I'm looking to convert an auto-number field value to a hex string formula field. My auto-number is not going to be larger than 999,999. I found some suggestions on the net (thanks Chris Gary) and ...
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1answer
45 views

Formula(s) that reference this field are no longer valid: Compiled formula is too big to execute (5,459 characters). Maximum size is 5,000 characters

I have a Formula Field(Time_Spent_Technology_Setup_Number__c) to stop calculating time based on the Status. Whenever i am trying to save the field it is throwing below error: (In the logic I am not ...
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1answer
156 views

Get full length decimal value of a managed field with decimal places set to 2

I have a Managed field Number(16, 2) of which number of decimal places cannot be edited. For Example, if I enter 1.2391276549 into that field, It is displayed as 1.24 (as we know that salesforce ...
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1answer
37 views

How to get level change date

I have a field on Account named Level. It contains values viz., Manager, Assistant Manager, etc. I need to retrieve accounts with their level in Jan 2017 and Dec2018. How to get the data. I tried ...
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2answers
212 views

Multiple Checkboxes in Formula Field

I'm sorry if the title is completely butchering what I'm looking for, please let me know if should be updated. Here's what I'm struggling with: I have 11 checkboxes on an opp layout. I need the ...
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1answer
15 views

If denominator contains more than 1 field and if the formula results in divide by zero error, how to avoid them?

I have a formula field in Salesforce which uses the below mentioned formula and it often results in divide by zero error and if i use conditions to check if the resulting value is zero, then it ...
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0answers
275 views

Split Address Field into separate fields based on line-break

This an old and common question though I need to split the Billing street based on line-break since it's a TextArea field value are entered on a separate line. I need to split every line and store it ...
2
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1answer
157 views

Why formula field in not allowed in custom metadata

I had a requirement where I need to show list of buttons in a record edit form page. These values I am taking from custom metadata record. Fields in custom metadata records are Market(Logged in user's ...
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1answer
257 views

Convert Date field's value into milliseconds

Could someone please help me with a formula to convert Date field's value into milliseconds. I need the millisecods to be calculated from 01st Jan 1970. Thanks in advance. Convert Date
0
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1answer
18 views

Formula for a field

How can I create the following formula field (with API name Username) on Contact? First letter of FirstName + LastName + Number, such that if the combination is not unique, the number would make it ...
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1answer
44 views

Syntax Error in Formula Field [closed]

Error: Incorrect parameter type for function 'IF()'. Expected Boolean, received Text Code: ( VALUE(TEXT(Core_Competencies__c)) + VALUE(TEXT(Experience__c)) + VALUE(TEXT(Leadership_Skills__c)) + IF(...
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1answer
56 views

How to turn datetime into year formula without the dot

I am using the following formula to get the year: YEAR(DATEVALUE( ActivatedDate )) But this ends up whith the following 2.018 instead of 2018. How do I remove the . from 2.018?
2
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1answer
763 views

How to capture the Salesforce Lightning URL in a custom formula field

https://example--dev.lightning.force.com/lightning/page/home?0.source=alohaHeader This is the URL and I want to capture only https://example--dev.lightning.force.com/lightning in a custom ...
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1answer
935 views

Create a formula text field to display prior value or text field?

I'm wondering if it is possible to create a formula field that will display the previous value of a text field. Example: If an account name is changed, display that previous value in the formula ...
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1answer
36 views

How to filter records with specific time duration

Our organization time zone is pst. And user timezone is also pst. So, I need the records created between 4:31 PM pst to 4:29 AM pst. I tried to create a formula field like this. And it's showing ...
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1answer
81 views

Is it possible to convert numbers from Base 10 to Base Alphabet and back again using formula fields?

For shits and giggles, I am working to create a spreadsheet application (comparable to Excel, inspired by The SCells Spreadsheet) on Salesforce.com Each spreadsheet cell will correspond to one ...
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1answer
28 views

Custom Formula Field

I am attempting to create a custom formula field on the Case Object, which brings over the To Address field from the Email Message Object. However, when a new Case is created from Email-To-Case, the ...
0
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1answer
50 views

Creating a formula field in the opportunity with two IF statements

I have been having troubles creating two if statements within a formula field. I want one statement to calculate amount - expected renewal amount to give us the total upsell amount. But in the event ...
3
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1answer
159 views

Can someone sanity check my DateTime math? (Related: Can someone explain the “long” data type like I'm 5?)

Attempting to implement a formula similar to that outlined here, namely where check a box if NOW() - CreatedDate is more than a couple seconds. I originally had ((NOW()-CreatedDate)*10000) > 1, ...
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2answers
56 views

Error saving formula field because IF statement is too long

I'm trying to create a formula field that will tell me the region which a country is part of. Problem is that there are too many. The code below is just for European Union and Europe and I'm already ...
2
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1answer
2k views

Difference in minutes between two datetime fields

I need to calculate the difference in minutes between two datetime fields inside a formula. The following works if the dates are different (date2__c-date1__c)*24*60 But if its the same date then ...
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3answers
63 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, ...