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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19 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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45 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
91 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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1answer
41 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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31 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
345 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
181 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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1answer
13 views

Given the week number, how to find the start date of that particular week?

Given the week number, how to find the start date of that particular week using a Formula Field?
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1answer
49 views

Formula field does not recognize “System Administrator” profile name

I am using an IF statement to populate a formula field. The following does not work and always returns false: IF(Profile.Name == "System Administrator", "Yes", "No") IF(...
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178 views

Formula Field using Bucket Fields on Salesforce Report

I am having issues creating a formula field using the bucket fields on Salesforce report. Request is to create a formula field called Result on the below report. Formula is : Result = ((Promoters - ...
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38 views

How to fix a broken static resource link image in Lightning Experience?

We have a new custom field with the following formula and the image looks broken. Here's the formula: IMAGE(CASE( Status , 'New',("/resource/status_icons/status-new.png"), 'Open','/resource/...
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1answer
19 views

How can I Concatenate three check fields labels with values into a custom long text area Salesforce field?

I am stuck trying to simply concatenate Checkbox Values with Label onto my Long text are field. mycheckbox1__c (checkbox field) -- example: Yes mycheckbox2__c (checkbox field) -- example: Yes ...
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1answer
200 views

Flows: trouble with updating a field used in a formula used in a validation rule

I am using an object from a third party package, we'll call it xyz__Obj__c, that has several fields, let's call them xyz__A__c, xyz__B__c and xyz__C__c, that are percentages. The package then has a ...
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1answer
46 views

CASE Formula Not Working: Assign Numerical Values to Picklist Values

The Requirement: When the user selects a value in a picklist field, a formula field should store a numerical value. The Problem: The formula I have written ALWAYS returns the value 0, regardless of ...
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1answer
117 views

Rolling up cross-object formula fields

For example, I want to have a rollup summary field called 'Gross Total' on the Invoice object like this: Rollup (SUM(InvoiceLineItems (Record Type: Original)__r.ListPrice)) However on the Invoice ...
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1answer
79 views

Roll-Up Summary field filter limited in number of added criteria

I have two objects object A ( Master ) and object B ( Detail).I am trying to create a rollup summary field on master A object of Select Roll-Up Type Count. However, when I try to add a criteria to the ...
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2answers
57 views

Formula field issue - wrong result

We have a formula field that calculates savings percentage. The formula is as below, ROUND((( Total_Saving__c * 100) / Total_balance__c ),2) where total saving is also a formula field, the formula for ...
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1answer
107 views

How can we use Dated Exchange Rates values in formula fields?

I have a formula(Checkbox) field on the Opportunity object, which shows TRUE, when Some_Value__c (formula(Currency)) field >= 6000$: Some_Value__c / CURRENCYRATE(TEXT(CurrencyIsoCode)) >= 6000 ...
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1answer
36 views

correct syntax for case function in formula field?

i'm new to the CASE function and so i just want to make sure my syntax is correct. i am trying to accomplish: If source_system__c ="Adobe" AND If Bounce_Type_Code__c="0" then &...
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1answer
27 views

formula field with lots of nested Ifs and Ands - confusion

having a little trouble following the necessary logic to get this formula field syntax correct. i need to accomplish the following: If source_system__c="Adobe" AND If type__c="...
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1answer
25 views

Currency Symbol Doubles When Converting Number to Text in Formula Field

I am trying to convert number to formatted string using a formula field. Conversion is from USD (which is the default org currency) to JPY. I didn't use the standard multi-currency function offered by ...
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1answer
40 views

How do I prevent strings in custom link formulas from becoming URL encoded?

I'm trying to build a custom link formula that will return two different URLs depending on the value in a field. When I quote the URL string within the formula function, it becomes URL encoded when it ...
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1answer
107 views

Is it possible to put a validation rule on a formula field that is a hyperlink?

I have a formula field that has a few conditionals with a hyperlink as a potential outcome. I want to put a validation rule on the formula field that doesn't allow the user to click the hyperlink ...
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1answer
119 views

Process Builder to Update formula field [closed]

I want to set a formula field to update when picklist value changes using process builder. How can I do so
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1answer
22 views

Standard Criteria Sharing or Apex Sharing Needed?

I have child object that hangs off the standard Contact object. I am wanting to create a criteria-based sharing rule that uses 3 or 4 fields on the child object to determine if the Contact record ...
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1answer
32 views

How can i refer QuotelineItem fields from Quote Object? [closed]

Can formula field on Quote obj solve my use case?
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1answer
248 views

When renaming Picklist Value Labels, where else should I be making changes?

We are renaming some picklist vaules that are heavily referenced in formulas, validation rules, and Apex/VF code. My understanding is that any references in formulas or code are looking at the API ...
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1answer
116 views

Need to mask the account number with '*' using formula field

I want to mask the account number field with '*' and want to show only the last 4 digits. ex. Acoount number - 12456665 Masked number - ****6665 The length of account number is not fixed. is it ...
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1answer
26 views

Advance formula field nested conditions

I am trying to get done by formula field. If Deal type = A or B or C AND Deal sub type = 2 THEN exp date should be current date + 730 days. If Deal type = A or B or C AND Deal sub type = 1 THEN exp ...
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1answer
50 views

Get prior value of lookup and fetch its field value [closed]

The requirement is to get prior value of lookup field (that is parent record) and fetch its field. Is it possible via formula field?
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1answer
20 views

Calculate difference between time fields & show case seconds

I'm trying to build a text formula field to showcase the difference between two-time fields & display hours minutes and seconds. I've created the below formula and able to calculate hours & ...
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1answer
37 views

Search in lookup fields [closed]

I want to global search in Salesforce Lightning for a particular field in my custom object which is related to another custom object. Consider, I have two objects A and B. Object A contains: f1 f2 .....
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1answer
22 views

One checkbox=true per object

Is there a way to set a checkbox as true only for records corresponding with certain conditions. I have the Assignment custom object, and on that I have the "Is Default" checkbox, a role picklist ...
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1answer
199 views

Salesforce open PDF in new tab

I am using Salesforce Lightning I want to open a PDF in new tab. HYPERLINK('/apex/myapexpage?param='+some_param,'View', '_blank') The page is still opening in the same Visualforce Page, not in new ...
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1answer
46 views

How to assign value to lookup field without writing code

There are 2 custom objects. There is a lookup field in child object which contains pre populated reference value to parent object. Is there any way to populate lookup value in child object with "text" ...
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3answers
143 views

Divide a string using Apex Trigger

I have a trigger which inserts merged record under a custom object called Account_merged__c. The trigger is as follows: trigger AccountMergeTrigger on Account (after delete) { List<...
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1answer
33 views

Formula fields in Test class is not calculating correctly even after querying them

I have a controller class that basically has some functionality which runs according to the values of two formula fields. Now when I am writing test class for it, the values of these two formula field ...
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1answer
109 views

Can't evaluate null number in formula field

I'm trying to make a Date Formula field that display the next month in my record. I got the object EntryLine__c where I display the year and month of my entry line. Here is my formula : IF(ISNULL(...
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17 views

CPQ - Quote Line editor Page - Ui Theme Not displaying correctly

I have created formula field which returns true if logged in user theme is of LEX. e.g If($User.UIThemeDisplayed == "Theme4d",true,false) I dragged this field on Quote Layout using field set , just ...
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1answer
23 views

FORMULA FIELD - Nested IF Statement Getting “Error: Incorrect number of parameters for function 'IF()'. Expected 3, received 5”

Here is the current formula: IF( AND (NOT (Line_Level_Detail__c ='Services'), Line_Level_Type__c= 'New Product'), UnitPrice * Quantity , 0) Trying to add criteria that says if the Opportunity ...
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138 views

Access level fields in Account Team Member objects are not available in formula editor

I have created a process based on Account Team Member object. I want to check whether Account Access Level field value has changed. I am using ISCHANGED(AccountAccessLevel) condition in the criteria. ...
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1answer
35 views

Currency and Percent fields in one formula

I need a build a one field which display value of percent or amount so we have object A and he has 3 fields: percent: 20% amount:100 EUR ABC – our formula (Currenty her type is number) How it ...
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1answer
68 views

Workflow Field update to Add 2 formula field doesn't calculate 2 fields Sum it simply shows 1st formula field's calculated value

I have 2 formula fields A and B and then I'm updating C= A+B through workflow with criteria as Created and Every time its edited and formula as True. Workflow i used due to formula field size limits. ...
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0answers
17 views

Include Image and Text in Formula Field using Number Field as Condition

So I have an NPS object setup and one of the items (Text field) is based on the NPS score, either 1 of 3 images will show and this works fine example: Basically I am trying to have it show the image ...
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31 views

Cross formula field

I have the following formula field I am using that works about 75% of the time. The other 25% of the time, it is displaying "Other," and I am not sure why, as the shipping state is one of the ...
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1answer
90 views

Cannot save formula field on Contact referencing formula field on Account using Record Types as filters

I'm trying to create a formula field on the standard Contact Object referencing a field called ATU on the Account object. The relationship and field API exist and are spelled correctly, but I am ...
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0answers
36 views

Need to calculate hours difference between two dates

I have requirement where i need to calculate the time differnece between two datetime fields called Sent__c and Verify__c in hours with in business hours to 8am to 4.30pmGMT+2(those two dates are ...
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27 views

FORMULA FIELD DATE FIELD WORKING DAYS

I have 2 date fields which calculates the number of working days of 2 date fields. here's my forula: ((DATEVALUE( Application_Received_Date__c ) - (DATEVALUE( Date_Test_Field__c )))) - (CASE(MOD( ...
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1answer
121 views

Create a Formula field on Lead with converted Account Details

In our organization a sale is considered as complete only when a custom picklist called Account status is changed to 'Registered' on an Account. (We deal with registering new companies) Business ...
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1answer
157 views

Reports : Using PREVGROUPVAL within a group only

I am trying to compute relative expected revenue through months. I am doing this using prevgroupval and it works fine. However, I have to add another level of grouping 'Stage'. With 'stage' being the ...

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