Questions tagged [formula-field]
A formula field is a field that automatically calculates its value from other fields, expressions, or values.
1,202
questions
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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 ...
- 35
-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.
...
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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]?"))
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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....
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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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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. ...
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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
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0
answers
15
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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/...
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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 ...
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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 ...
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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 ...
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0
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0
answers
160
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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
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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 ...
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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 ...
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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
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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
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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
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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
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1
answer
2k
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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&...
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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:...
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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 ...
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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 ...
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1
answer
6k
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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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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 ...
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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", ...
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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 ...
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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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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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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