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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.
0
votes
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 …
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 …
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 …
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. …
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 …
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 …
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 …
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. …
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({! …
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. …
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! …
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 …
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. …
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
…
1
vote
Accepted
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 …