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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-2 votes
1 answer
2k views

How to avoid Case Sensitive Contains check in formula field

I have one formula field where I have used condition IF(CONTAINS(Title, "Chief Architect"),"Architect") So whenever I enter title Chief Architect the formula field appear as ...
-1 votes
1 answer
941 views

How to compare two different times in formula

So we receive a check-out time which is the date/time field and I want to compare that time to see if it is greater than 12 PM. This will help decide if I need to charge a full day or half-day. ...
1 vote
1 answer
197 views

Regex Expresion

Hi can someone help me to put this regex in a validation rule NOT(REGEX( Video_Title__c, "[?\b(?:word)\b]?"))
0 votes
2 answers
840 views

Created a formula field to populate phone number based on record type

Need to populate contact or user phone number based on the record type: Create a formula field like this and not able to save IF( OR( RecordType.Name = "Internal" ( User__r....
0 votes
3 answers
2k views

If Contains "Text" Return "Number"

I'm trying to create formula field which returns 1 when text field CONTAINS certain text, else 0. E.g. if text field "City" CONTAINS NY or New York or NewYork, then it should return 1 else 0....
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0 votes
0 answers
81 views

Formula field in different org not not showing any value

Please help me with this, I checked everything in the formula and the same formula field is showing in SIT org but not in UAT org. I checked the field permissions but it seems all have the access. ...
0 votes
2 answers
262 views

How to track formula field which is related with different objects?

I have one formula field on Opportunity which is the calculation of the Revenue from the SubscriptionFee__c object + Rate from the Rate__c object. In Opportunity, we want to track the history of this ...
0 votes
1 answer
166 views

Formula Fields issue character limit

I have Created 2 formula fields. TestFormula1__c TestFormula2__c TestFormula1__c field is of number datatype with zero decimal places TestFormula2__c field is of text datatype. I am referring 1st ...
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0 votes
1 answer
67 views

Unable to call Custom Metadata picklist field in Process Builder

I am having an issue trying to write a formula in Process builder that will updated a text field with the picklist data from the custom metadata. IF((CONTAINS([Object_Name_c].Field_Name__r.Name, “...
1 vote
1 answer
127 views

Relationship API name for Task to Opportunity

I am trying to create a hyperlink that will take User from the Task back to Opportunity through a custom object (Appointment__c_). Task -> Appointment__c -> Opportunity (API Name ...
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0 votes
0 answers
15 views

Datetime field value as fomatted text in event's description using process builder

we have process builder, that creates an event. on event we have description field which we want to add some textual detail with datetime field value. see below Example datetime field value : 7/11/...
-1 votes
1 answer
397 views

How do I get records when Id's are in a text field of an object. These Id's are Ids of duplicate record and need to be eliminated using a flow

I am trying to extract IDs from a text field and trying to get records of the ID that are in the text field. Basically, the text field stores the IDs of duplicate records and only one of the records ...
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0 votes
2 answers
1k views

Hyperlink field leading to Opportunity Record (Flow and Process Builder)

Thank you for responding. I have taken your advice as best as possible. As of now, I am not receiving any errors, but the fields are not populating when I create a new task that fits the criteria ...
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1 vote
0 answers
29 views

Salesforce calculating different formula size in different orgs

We have a formula field having the following formula IF( IsClosed, CASE(MOD(Opened_Date__c - DATE(1985,6,24),7), 0 , CASE( MOD(Closed_Date__c - Opened_Date__c,7),1,2,2,3,3,4,4,5,5,5,6,5,1), 1 , CASE( ...
0 votes
1 answer
1k views

Not possible to use formula on Rich Text field?

I want to find out how long my Rich Text fields are in a specific object. When creating a Formula field with the goal of using LEN(MyField__c) I get thrown the following error: Error: You referenced ...
1 vote
1 answer
947 views

How to get Formula Description for LWC

The "MailTempRenewalHosyuStart__c" in Contract object is formula of text. I wrote as below. "★Detail★ "&BR() &BR() &( Field4__r.Name) &BR() &TEXT( C__Contact__r....
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0 votes
1 answer
2k views

Formula Field Checkbox issue

I have created checkbox formula field. Condition is if record's owner profile is not equal to some value it should mark it as true. There are 3 profiles for which we need to check the particular value....
0 votes
1 answer
443 views

Get Child field values in Parent

Below is my Object Schema: Parent: User Child: Contact Grand-Child: Sponsor. Sponsor Holds a field called ProId. These as 16 digit Ids. Now, my requirement is to get all the ProIds from the sponsor ...
2 votes
1 answer
1k views

Error: Unsupported field type called "Text (Encrypted)

I was hoping to get some ideas on how can I go about doing this. So I want to run a report that checks if one Encrypted field in one of our objects is empty but we cant use encrypted fields in any of ...
0 votes
0 answers
160 views

I want to create a Text String in a Parent Object of Multiple Products sold on a specific Opportunity using a Formula Field - Help?

Parent Object - Opportunity Child Object - Opportunity Product I have a field for each product on the Opportunity. For example if Opportunity Products X and Y were added to the Opportunity as ...
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0 votes
1 answer
68 views

how to subtract/not consider a Date Range

I have field called CBN__c on child object Score and i need to rollup this to the parent account based on Approved Scores. I did create a batch class that updates Account's CBN field but i got a new ...
0 votes
1 answer
83 views

How to return only Tuesday and Thursday date from current given date

I am using a process builder to create task whenever Lead is created . For Task Due Date I want to set always Thursday or Tuesday. Means if I am creating task today (Thursday), then due date should ...
7 votes
1 answer
951 views

What does a colon ':' mean in a formula field?

I have a formula field on the case object like this: IF( ISBLANK( Owner:Queue.OwnerId ), Owner:User.FirstName & " " & Owner:User.LastName, Owner:Queue.QueueName) What does it mean?
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0 votes
0 answers
731 views

Salesforce launch LWC from formula field from inside Community?

I need the ability to launch a flow inside a modal from a formula field. (Why from a formula? Because I need to launch the flow from a button/link of sorts on a managed-package custom LWC) I've ...
  • 401
0 votes
2 answers
549 views

I need to reference a field on the User Object but it just uses me as the only user, I need to search all users

I'm trying to compare two fields and if they are both satisfied it should spit out the name of the user. Except this formula is only using me as the single user reference when I need the formula to ...
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0 votes
0 answers
56 views

Optimizing SOQL Query with Formula Field in the Conditional

We are receiving data from two sources that we are supposed to match using an identifier provided by the clients, 'GUID'. The two sources go into two custom objects in salesforce, Activities and ...
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5 votes
1 answer
74 views

Compiled size of formula field error when using unlocked packages

So I was working on a task to package some metadata using the unlocked packages that I retrieved from an org. Some of the metadata are objects and they have different field types, of them are formula ...
0 votes
2 answers
2k views

how to populate lookup field based on other field value while inserting the records

Could you please let me know the best way to auto populate lookup field based on other field value while inserting the records . E.g : We have a custom object and it has a lookup field for contact ...
0 votes
2 answers
441 views

I want to get first value on a multi select field [closed]

Hello i want to get the first value selected in a multiselect field for exemple if i choose in the field : banana , tomoato , kiwi. i want to get banana
0 votes
1 answer
2k views

Issue when using ISPICKVAL in formula

I have read the documentation and I am aware that picklist values need to use ISPICKVAL in the formula I want this formula to show that If the status is 'A' or 'B' it will show the days (in numbers) ...
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0 votes
1 answer
170 views

Contact Checkbox field based on Contact's Email Domain

I need to create a checkbox on Contacts that is automatically flagged when the contact has an email address that falls within a specified list of domains (i.e., "@xyz.com", "@abc.com&...
0 votes
1 answer
500 views

I have trouble creating Map location hyper link using geolocation fields

We have a requirement to create hyperlink which will take the user to the google maps page of the address. I followed the salesforce standard solution on creating the link. as per the below link https:...
3 votes
1 answer
3k views

Changing the colours of the fields depending on a formula?

I have two number fields on opportunity layout. A and B. I want to create a formula field and when A>B the formula field will be red or just an indication that people will notice it right away when ...
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0 votes
1 answer
203 views

Address(home, a location on google maps, etc.) data type

How can I create an address data type? On my Salesforce there is Billing address. When I create a new account I see the billing address field and it show something like this. How can I create new ...
  • 45
0 votes
1 answer
1k views

How to create a formula field for that updates to the time the Opportunity was closed?

I want to create a new field with the name Close Time, which indicates the time an opportunity was closed. I am unsure on how to do it. I have also found this (Making opportunity close dates work as a ...
0 votes
1 answer
6k views

How to find days difference between two dates in a formula Field in visual Flow builder in salesforce

I'm pretty new to salesforce, and the only closely related information I could find related to the subject matter was provided in this link. I'm basically working in a flow builder and I want to find ...
0 votes
1 answer
60 views

Formula field with 4 IF statements and 2 False statements

I need to make a formula field work, unfortunately, I cannot figure out how to place statements so that I can include 2 False options (False options have been bolded) The logic behind the formula: If ...
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0 votes
1 answer
325 views

Org Time Zone with DST enabled and DATEVALUEs in a Formula

Can anyone tell me what is wrong with this formula, please? This has been working correctly, but for no apparent reason seems to be display 1 hour earlier now. I checked the DST setting in company ...
1 vote
3 answers
291 views

Formula is too big to execute (5,221 characters). Maximum size is 5,000 characters [closed]

Below is my formula that I want to execute I tried using '&& and ||' instead but I am still getting error Can you please help IF( AND( $RecordType.Name = "Reseller", ...
0 votes
1 answer
958 views

Report on cases closed in the last hour

my customer would like to be able to report on (and hence have a dashboard component showing the) number of cases closed by their customer service operators in the last hour. The way I thought of ...
0 votes
2 answers
1k views

How to convert this multiple if else into a formula?

How can I convert this classic syntax of a multiple if&else : if (days < 1) { (...) } else if(days >= 1 && days < 2 ) { (...) } else { (...) } Into a Salesforce ...
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0 votes
1 answer
279 views

Help with nested IF statement with images

I have a field "Account__r.Commission_Rate__c" and depending on the value of this % field, I want to show a coloured flag. If the % is 0-5, the red flag needs to display. If the % if 5-10, ...
0 votes
1 answer
882 views

Formula Field and Using the FLOOR and CEILING function

I have a formula field that works perfectly except in the condition when the arithmetic returns a number less than 1 such as 0.24, the floor function is rounding it down to 0. For my requirement, if ...
-2 votes
1 answer
119 views

Formula Field to display value in the number field [closed]

I have an object called (Object1) 'Vechiel' and that has following fields like - 'Age'-(Number) 'Type'-(Picklist) and Max_Term-(Number). And one more object called(Object2) - 'Application', which ...
0 votes
2 answers
476 views

Formula Field on Opportunity and OpportunityLineItem

I have two formula fields: one on the Opportunity and one on the OpportunityLineItem that are calculating the exchange rates to USD: CASE( CurrencyIsoCode , "EUR", Amount * 1.11, "GBP&...
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0 votes
2 answers
689 views

Calculate number of years between two dates in formula field

I have two date fields: OrderApi__Paid_Through_Date__c and OrderApi__Activated_Date__c I have the following requirements: If Length of membership <1 year, display 5 If Length of membership 1-3 ...
  • 107
0 votes
1 answer
1k views

Count activities on contact object

Is it possible to create a rollup summary field on Contact to count the activities. For example, count the total number of times 'Log a call', total number of times 'log a meeting', and total number ...
  • 107
0 votes
1 answer
2k views

Populate date field when another field is changed

I have two fields: Turnover and Turnover Date. The 'Turnover Date' is a formula field which needs to be automatically populated when the 'Turnover' field is changed/updated. Is there anyway to achieve ...
  • 107
0 votes
1 answer
574 views

Get user timezone label value in formula field salesforce

I have created a formula field User Timezone and I want the current login user timezone value. I have written the formula User Timezone = TEXT($User.TimeZoneSidKey) but I am getting the value Asia/...
0 votes
1 answer
915 views

Set another field from formula field

I have two formula fields (ex. Parent and Child) and I want to recalculate the child field when the parent's value changes. Is there any way to do this? Is it possible to set the Child value from the ...

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