Questions tagged [formula-field]

A formula field is a field that automatically calculates its value from other fields, expressions, or values.

Filter by
Sorted by
Tagged with
0
votes
1answer
89 views

Formula field to check if the status of account is changed today [closed]

I have a requirement where a check box on account should be true when the status__c field of account is changed today.
0
votes
0answers
49 views

Need help creating a fourth splitter

I have a field that contains 4 values that are comma separated: Value1, value2, value3, value4. I am currently able to dissect the first 3 values but am having trouble getting the fourth one. Here is ...
0
votes
1answer
273 views

Access Parent object's field in Child object using formula field

I have a Account Test1 with Address Line 1, City and State. I have another Account Test2 with Address Line1. Test1 is the parent of Test2. In Case object, i have a field where I am populating value ...
0
votes
1answer
78 views

Formula field to count total Accounts linked to Campaign via Contact

Is it possible to count the total number of Accounts (via Contacts) within a Campaign? I would like a field that says something like 'Accounts in Campaign' alongside the other similar fields shown ...
0
votes
1answer
52 views

formula to convert parentid to parent name

In custom object I had used hyperlink formula for related to field,i want parent id record name in hyperlink that should redirect to Parentid(where parentid consist of either accountid,leadid,oppid) ...
0
votes
1answer
34 views

How to Determine if a Contract Has Reached Half of Its Expiration Date?

This is related to my previous post: Create a report that will display all contracts with six months remaining before their expiration dates I've decided to post another one since that only focuses ...
0
votes
1answer
377 views

Create a report that will display all contracts with six months remaining before their expiration dates

This seems like a very simple question, but I am quite confused. I am using standard Contract object, and I created a formula field Half Year Expiration Date which has a formula of EndDate - 182.5. ...
0
votes
1answer
747 views

Months between dates in Flow

I am new to Salesforce and need to know how to implement a months between dates fromula. The formula needs to be created in Flow Builder as a formula resource. Most of the examples I looked at refers ...
3
votes
1answer
32 views

Formula field with several nested functions - can't get right syntax

Trying to create a text formula field that returns certain texts based on combinations of possible values in other fields. Every time I update the syntax, I get an error message either about ...
0
votes
1answer
269 views

Changing field type from Checkbox to Formula(Checkbox)

I have read that change in field type would result in data loss. I have a custom field which is of type checkbox and has around 200 records. Now, I need to change this field data type to formula (...
0
votes
1answer
71 views

Date Formula field help

Good Day, Would like to request assistance on a formula. I am trying to capture the Day & Month of a field called Contract_Start_Date__c and then add the year today. For instance Contract Start ...
0
votes
1answer
166 views

Formula(Text) Field Displayed in a Time Format Not Sorted Properly in List View

I have a formula(text) field created that fetches only the time part of a date/time field. Formula(Text) field: Time__c However, upon sorting list view by that formula field, it does not display ...
1
vote
1answer
43 views

Can we convert timestamp format

I have one formula field. I am able to remove spaces but needs to convert into below format, Is it possible to handle in formula ? Formula Field : Name & SUBSTITUTE(TEXT(CreatedDate) , " ", "-") ...
1
vote
1answer
762 views

Check box field on Parent object based on child object record type

I am trying to create a checkbox formula field on Account object. This is to be checked based on the record type and isactive field in another object (say Rel__c Object). These two objects have a ...
0
votes
1answer
164 views

Formula field doesn't retain old values in the trigger

I have scenario 1 - A formula field on Account (custom_type__c) which references the Contact's email as - Primary_Contact__r.Email Whenever Primary Contact's email id is changed , Custom Type is ...
0
votes
0answers
108 views

Days in this month and days in this year formulas

I have a formulas of days in this month and this year with start and finish dates. My formula counts the number of days in this month/year that fall in a given interval (between Start Date and Close ...
-2
votes
2answers
60 views

How can I simplify the formula to avoid limit?

I'm getting "Maximum size is 5,000 characters" for formula, when trying to do this: ((Account.Cost_per_day__c + IF( (AND(Cleaning__c = TRUE, Parking__c = TRUE)), (VALUE(TEXT(Number_of_cleaning__c)...
1
vote
2answers
998 views

The number of days until the end of the month

For example, I have Start Date 29.05.2019, and Finish Date 4.06.2019. I have a formula field which displays 6 days between these 2 dates. But how can I count the number of days from Start Date until ...
0
votes
1answer
25 views

Formula to capture 5 letters on contact name

I was wondering if it is possible to capture 5 letters off of a contacts full name based on its sequence? for example: eg. Surname Jolie-Pitt, First Name An gie Result: OLENG Non-alphabetic ...
1
vote
1answer
309 views

formula field to display images when the status of the picklist is changed

IMAGE( IF(ISPICKVAL(Flat_Status__c, "Booked"), "img/msg_icons/confirm32.png", IF(ISPICKVAL(Flat_Status__c, "Sold"), "img/msg_icons/error32.png", IF(ISPICKVAL(Flat_Status__c, "Non-...
0
votes
1answer
513 views

comparing DateTime value in formula

I am trying to create a formula field to set a DateTime value, but it fails with the following error: Error: Incorrect parameter type for function 'IF()'. Expected Number, received DateTime The ...
1
vote
1answer
56 views

Using Flow but need Complex equation to set a value

I'm using a flow to do a nightly (1am) job. This job sets a Boolean to false if it is true and to true if the Next Email Date is Today(). I need to use this job to also set the Next email date for ...
0
votes
0answers
164 views

Inserting record on Junction object with formula fields

I have Junction object called Agreement Scope which has two Master Detail relationships with Account and Agreement. We are assigning Account and Agreement in the lightning components Apex Controller ...
0
votes
3answers
25 views

Account Name not displaying

I created this formula field to display a hyperlink to the direct parent account on whatever record a user is viewing. For some reason the link displays the account Id number and not the actual name ...
1
vote
2answers
1k 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 ( ...
0
votes
1answer
665 views

How to write formula field that returns a percentage to show amount at or below 100%

Your input is appreciated, I'm creating a formula field called consumption is a result of dividing two numeric fields (Modified Usage, and Range) that will return a percentage of usage for example. If ...
-1
votes
1answer
798 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 ...
0
votes
1answer
1k 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 ...
0
votes
1answer
35 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 ...
0
votes
1answer
32 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 ...
0
votes
1answer
192 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 ...
0
votes
1answer
36 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 ...
0
votes
1answer
24 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 ...
0
votes
1answer
62 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 ...
1
vote
0answers
22 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), ...
2
votes
1answer
345 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... ...
2
votes
1answer
141 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 ...
0
votes
0answers
40 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 '...
0
votes
1answer
528 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=...
0
votes
1answer
177 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 ...
0
votes
1answer
24 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 ...
1
vote
1answer
2k 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 ...
1
vote
1answer
230 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 ...
0
votes
1answer
39 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 '...
1
vote
1answer
146 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(...
0
votes
1answer
133 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 ...
0
votes
1answer
62 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 ...
0
votes
1answer
1k 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 ...
1
vote
2answers
1k 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 ...
0
votes
1answer
46 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 ...

1
3 4
5
6 7
20