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
530 views

How to convert WhoId to text in formula field

I've to check whether the WhoId value is Contact or Lead. If I convert WhoId to text then I can check if by standard object prefix like '003' for Contact. So is there any possible way to convert WhoId ...
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2answers
259 views

Scope of Validation Rule Formulas with Custom Metadata Types features

I am looking for solution to enable formula reading for Custom Setting List.I know that for Custom Setting Hierarchy we able to read it from formula. The only work around is using trigger/apex to ...
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1answer
404 views

Difference of last modified date and created in seconds- formula field

When a record is created and trigger executes (after insert)- updating a field, I want to calculate the time difference between the last modified date and the created date in seconds. If it's greater ...
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1answer
272 views

Parent records Record type NAME on Activities

I have a custom requirement for which i was trying to get Parent objects record type Name on child object (Activities). I can get it using Process Builder or trigger but is there anyway i can get ...
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1answer
2k views

Field does not exist error when creating formula field

I have a custom object called Engagement__c that has Account__c. Account__c has a field called Name. The relationship between them is that Account__c is a lookup field in Engagement__c. I want to ...
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1answer
36 views

Datetime formula field is not getting updated

I'm having two date time fields FieldA and FieldB and also I'm having a formula field which will hold either one of the two date time fields , if either is filled. But the value is not getting update. ...
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1answer
44 views

How to use Process to count how many records have checkbox that equals true?

How to use a Process to count how many records have checkbox that equals true? OR even a formula field. 'Request for Meeting Bonus' is a checkbox on Event that I need to count and have a SUM of for a ...
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1answer
61 views

HTML Anchors in a formula field

On the standard case layout, I have replaced the Case Comment related list with a visualforce page. because of that, the link to the case comment related no longer appears. Is it possible to create a ...
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1answer
27 views

Date of birth year not show in calender

I have a custom field of date of birth, which only showing 2017 to 2023 year in calendar. Please let me know how can I select the year 1989 and above.
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1answer
239 views

alphanumeric formula field

I need to generate a url from multiple fields on a object. This is what I have so far "https://www.companyabc.com/property-details/" + SUBSTITUTE(pba__Address_pb__c + " " + pba__City_pb__c + " " + ...
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2answers
2k views

Do nothing on IF condition if outcome is false in Formula field

I have a Picklist Status__c, and Status_change_date__c(date field) its value gets updated when the picklist value is changed, this happens through Process Builder. I need to Calculate No. of days a ...
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1answer
190 views

Contact record open in a Console tab from Case record

On a Case record I have a contact lookup when you click on the lookup icon a page will open and in that page i have few fields like Name,Email,Phone and New Contact(Link).When I click on New Contact ...
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1answer
604 views

Generating dynamic reports in partner community with Custom URL field to pass the parameterrs

We are facing a problem for passing dynamic filter values to reports from partner communities. We have tried all the combinations of pv0 and fv0. It is working fine in a full org but filters are not ...
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1answer
134 views

Formula For Contains Value or Value Before Hyphen?

I am writing a formula to check if a field1 contains value from field2 or its value before the first hyphen. Field1 Field2 ABCDE ABC ABCDE ABC-XY I tried: IF(CONTAINS(...
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2answers
42 views

Formula field using IF and CASE

I am trying to modify a formula field that we currently use that looks at a date (Date_Booked__c) and based on the MONTH and YEAR returns a text string along the lines of Q1-2017, Q2-2017, etc. We ...
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1answer
333 views

Can we convert Picklist value into Date format?

I have picklist which has date values like 01/01/2016,01/02/2016 ..... I need to Map this picklist value to One formula(date) field. I have tried with Datevalue(TEXT(picklist_c)) in the formula field,...
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0answers
112 views

Trigger to update fields upon updates to formula fields in Contacts and Accounts [closed]

I am very new to Salesforce and I need to write a trigger which should fire on few formula field updates and should update the other fields in contacts and accounts. So something like this: Trigger ...
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2answers
387 views

Formula field: Distinguish between PROD and FULL copy sandbox

Inside a formula field I want to be able to determine whether the org is the production org or a full copy sandbox. After researching I came up with this: IF($Organization.Id = 'XXXXXXXXXXX', "PROD", ...
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1answer
110 views

Need to create a primary key by the combination of 4 fields to determine a price [duplicate]

I need to create a primary key with combination of 4 fields, i.e. Product  + Sales Unit Of Measure + Currency + Province. If any of the 4 fields differ, it will result in a different price for the ...
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1answer
65 views

How to using formula field for contact custom field allow only two digit numbers?

I created one formula field in contact object. When I give text with numbers(Before text and numbers(Ex: tsdhsgj12) or after text and numbers(Ex: 12gsdjgsjgfs)) in the input contact custom filed, it ...
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1answer
17 views

How to add EVENT field details to the Campaign Statistics section?

There are 2 parts to this: Rather than create a report (that I have already) I want users to find out the following How many 'events' have been created to every campaign? (SUM) How many of them were ...
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2answers
159 views

How to shorten Formula in formula field to stay with character limitations?

I have the following formula in my formula field that assigns a value to Contact that meet the listed criteria. However, I am not able to save the field as I get the following error: "Error: Compiled ...
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1answer
742 views

Check if two Date Fields are within 60 Days of each other?

I need to validate whether the Last_Activity_c occurred within 90 days of the Anticipated_DUE_DATE__c I came up with the below formula, but it picks up Last activity Dates that are greater than the ...
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1answer
2k views

Salesforce Formula Text Value Based on Custom Field Picklist Value

Basically, on Cases, I have: Department(picklist values=Ecom, B2B, etc.) Manager(text field) Employee 1(text field) Employee 2(text field) Employee 3(text field) Employee 4(text field) This is ...
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2answers
170 views

Run formula only once on Salesforce custom Date/time field

I was facing some time-zone related issue with custom date/time object on salesforce basically I am creating/updating that value via force.com api's from different application. And salesforce convert ...
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1answer
164 views

How to keep a formula field updated everyday to send email alerts?

I have a requirement that updates the number of working days in a formula Field based on another date field. I need to keep this field updated everyday and send email alerts based on specific number ...
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1answer
101 views

Make a list view based on login user compared to a custom field

We had a list view of the current user's records. However, to tell whether the record is the user's, it is not defined by the owner field, instead, it is defined by a custom field. So originally, ...
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2answers
714 views

How do you subtract months from a date field

How do I create a date formula to show on a report 3 months prior to an account anniversary date. I have been playing around with the below formula but I can not get it to work IF(MONTH( ...
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3answers
6k views

formula field to display multi select picklist (selected values)

I have a Multi-select picklist in account object and I want to display the selected picklist values in contact object using a formula field. I came across many using multiple If conditions. In my ...
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2answers
25 views

Formula Field to display 4 different dates (from different fields) in one field

Looking to create a formula field that will pull 4 different dates from 4 different fields and display in one field. I put the code below, but I'm getting an error. How can I fix it? Error: Error: ...
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1answer
220 views

Formula field, YTD calculation

I have a requirement where I have to create a calculated field involving the formula as described below. Could I get some guidance how to go about it..? The functionality in question is to track ...
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1answer
1k views

IF statement with AND statement: If date field is NULL and today's date is 5 days before due date

I'm not getting any errors but I'm not getting the results that I'm looking for. The field is empty if the proposal date is empty and if today's date is 5 days before the proposal due date is. The ...
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0answers
84 views

How to display Day Counts Timer on Case Object?

I have a requirement where I want to display no of days when Case is opened. Days should count only when Case Status is 'New','In Progress' or escalated. IF the case status is Pending with Business ...
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1answer
245 views

Formula Field not updating a checkbox

I have a checkbox field formula field on a custom object: IF(Mes__c != NULL , true, false) But when I create a record that follow this rule the checkbox is not selected.
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2answers
123 views

Calculation based on IF & ELSE statement for current year or next year

Working on a IF & ELSE statement for a calculation. If the close date (year) is the current year, then I need to divide an amount by 3. If the close date (year) is next year, then I need to divide ...
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1answer
1k views

Formula field -send an email alert 10 days before deadline

how to send an email alert 10 days before duedate,using workflow.how to achieve this in rule criteria. i have tried this Due_Date__c <= TODAY() - 10 Its not firing properly.
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1answer
25 views

Process to Auto Create Case when Budget is updated or removed

We have about 10 budget fields that are filled out on an Opportunity. Whenever these budget fields are edited or nulled within 8 days of a "Target Date", we want a case with the subject "Budget ...
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2answers
155 views

How to reduce formula field (datetime) size?

I got an error when i am implementing formula field. Error: Compiled formula is too big to execute (5,480 characters). Maximum size is 5,000 characters I am trying to write a formula field which ...
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1answer
105 views

Formula Field to calculate # of months on contract

I have two custom date fields on the contract object called contract start date and contract end date that are both just date fields. How would I write a custom formula field that looks at both and ...
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1answer
68 views

Formula Basics in Salesforce

I am new to Salesforce and need to know if I am reading this Formula correctly. Am I correct? IF( CloseDate = Account.npo02__FirstCloseDate__c, "New", IF( Account.npo02__OppAmountLastYear__c > ...
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2answers
1k views

Before Trigger & Formula Field Reliability

I have the following code in a before-insert/update trigger: for(Contact c : newCs) { // newCs is Trigger.new // Various "inside the main Contact-trigger-for-loop" actions go here //... ...
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3answers
223 views

Need to copy value from LastModifiedDate field to another custom field

We need to track the LastModifiedDate field. But LastModifiedDate is a standard field and not able to set to track the field history. So, Is there any option to track that field?
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1answer
97 views

How do I remove subtract symble in Formula Field?

I'm trying to remove the subtract symble from a formula field. This formula field is based on a two fields. one is date field value anthoer one is Text filed value. Is that a possibility? My scenario:...
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1answer
49 views

Date subtraction formula Field

I Want to display a value using formula field such it is a time ahead of created date and Recordactive text field based on status field values to Totaldays text field. If Status=active means Today()-(...
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1answer
26 views

Salesforce INCLUDES to accept field name

I have a formula field and would like to compare a value from multipicklist to another text field. I am using INCLUDES function to achieve this, but the second argument it expects is a text. There ...
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1answer
375 views

Best way to replace formula field functionality

Question We have a formula field that determines the correct From Email address on a Case based on a field on the related Contact and the Case Record Type. We've reached the character limit on the ...
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1answer
743 views

How to convert Hyperlink in formula field

As Salesforce is disabling the use of JavaScript in Hyperlink function in formula fields, as per this documentation: Hyperlink Formula Fields for JavaScript Disablement I am working on changing one ...
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0answers
78 views

Get Cumulative Won Amount for Each and Every Month

I have created a Custom Object called Budget which have lookup with Opportunity. Budget_c lookup field update by Process builder to update Budget month as per Opportunity close date. Like, if ...
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1answer
2k views

How Schedule actions work when field value changes?

I read in salesforce support page that -> If you change the referenced field value and the schedule hasn’t been processed, Salesforce recalculates the schedule associated with the field. https://help....
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1answer
336 views

Checkbox formula comparing fields on two objects

I want to create a checkbox formula on a child object that checks if a field matches a field on the parent object. The relationship between the two is lookup. I've tried Name = Account....