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A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can help you automatically calculate the value of a field based on other fields (from Salesforce doc). Formulas can be used in many areas of Salesforce other than just Formula Fields, such as Validation Rules and criteria for Workflow Rules and Approval Processes.

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Formula field error on custom objects

You are missing a concatenation operator in several places IF(RecordType.Name== 'Purchase Order', Name='po-' & CC_OrderNumber__c & '-' & CC_Sales_Order__r.CC_OrderNumber__c , Name ='so-' & CC …
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1 vote

Salesforce formula including LongTextArea querying

The workaround is an Apex trigger and a custom field Is_Changed_Workflow__c (checkbox). Use the trigger (before update) to set the value to true when Workflow__c has changed and then use a final act …
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2 votes

IsNumber for currency type?

Check the documentation - purpose is to see if digits are entered into a text field ISNUMBER(sometextfield) only takes text fields as argument - not currency which are decimal fields Validation …
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1 vote
Accepted

How to use URL field with formula editor to build a dynamic link

If the formula field is on Contact, then "https://linkurl.com/somapage?e=" + Id + "&s=" + FirstName Labels are typically used for constants. …
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2 votes
Accepted

Salesforce Formula error

Convert to a CASE statement so Score__c is referenced only once , assumes values are 0,1,2, ...13+. Solution is practical as long as scores are integers within a small range. Would not work if scores …
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0 votes

Formula calculated from multiple fields

If you care, you can deal with that by wrapping the formula with some additional logic to strip it out - an exercise left for the reader …
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0 votes

Does it make sense to have one possibility in an OR() clause?

In the past, I've left in the OR ( condition ) if in dealing with the business, I've gotten "vibes" that a second, third, ... condition is likely to be added "soon" so I might as well get the struct …
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3 votes
Accepted

Show a decimal number using a superscripted scientific number

What you want to assemble in a formula field is mantissa x 10 <some superscripted exponent> Let's assume the base value is in a custom field Measurement__c We know that FLOOR(LOG(Measurement__c)) is … So, putting this altogether into a new formula field (1,344 compiled characters) Measurement_Friendly__c we have: /* Generates n.nnnn x10<superscriptedExponent> e.g. 8.923x10¹ Notes: 1. …
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0 votes

Flow Case Formula to populate Project ID for specific Accounts

You have several issues with your formula CASE({! … varlatestProjectId}, 4)) + 1),4,"0")" has double quotes around a formula expression, turning all of that into a literal string You want UPPER(LEFT({! …
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1 vote
Accepted

Workflow Email Alert: Opportunity Close Date moves beyond current quarter

In a workflow rule, the rule criteria is either 'criteria are met' or 'formula evaluates to true'. … fields have utility in other use cases and can inspire extension to do other relative date criteria in 'formula evaluates to true' scenarios. …
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1 vote

Formula that shows images [stars]

is the cause of your issues - because you reference it three times, the number of compiled characters in Formula_SUM_ALL__c is multiplied by three (3) when calculating the size of the image generation formula … And of course, the size of Formula_Sum_All__c depends on any formula fields it references! …
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1 vote
Accepted

How do I assign a numeric value to a picklist text value and multiply by a number field?

Try this as your custom formula field (type Number) R_Complex__c * CASE (Plan_Object__c, "Low",1, "Medium",2, "High",3, "None",0, NULL) where the values …
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1 vote

Upper / Lower case

As Jagular says, doing this in formula fields is hard when you have special cases - I've included an apex utility class I wrote that I used in a trigger. …
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5 votes
Accepted

Help with formula to concatenate fields, if both fields are not null

You are using the wrong operator for concatenation You have: IF(ISPICKVAL(Service__c,"") || ISNULL(BusinessID__c), NuLL,Service__c && BusinessID__c) This is "anding" Service__c and BusinessId__c …
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1 vote
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How to create a formula field to add seconds to the standard CreatedDate field in an Object?

This is a partial answer that may not meet your requirements TEXT(Day( DATEVALUE(CreatedDate) )) & "/" & TEXT(Month( DATEVALUE(CreatedDate) ))&"/"& TEXT(Year( DATEVALUE(CreatedDate) )) & " " & MID(TEX …
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