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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
Parse picklist value field in a formula
Use this way:
TRIM(MID(FIELDNAME, 1, LEN(FIELDNAME)-8))
it will return: Monday, March 20th
For picklist field use like this:
TRIM(MID(TEXT(FIELDNAME), 1, LEN(TEXT(FIELDNAME))-8))
1
vote
Formula for Discount calculation
As per my understanding, you need to breakup the requirement in small parts like this:
Quantity 10 and price is 500 and my booking fee is 100 (per ticket)
5000+1000
(Quantity * UnitPrice) + (B …
0
votes
Accepted
Set flags based on record created date
Formula will look like this and replace with proper images
IF(FLOOR( (NOW()- CreatedDate))> 730,
"greater than 2 years",
"less than 2 years"
) …
0
votes
How can I calculate business hours between two dates? with working time 9Am to 5 Pm
Rather than complicated formula, write a class like below and call getBusinessHourTimeDifference with correct parameters. …
4
votes
Accepted
Strange formula string seeing in my existing project
DATEVALUE( CreatedDate ) >= DATE(2015,10,27)
You are not sure about the impact then create a new formula field with this and then use it for testing. … After all sorts of testing like, record details, list views, reports etc with this new field, then delete this new field and replace the old field logic with your formula. …
1
vote
Formula optimization: Which approach is best for a child formula accessing grandparent data
So, it will be better to directly access Grand Parent record, if you really need that as Formula evaluates on the fly. … If you are really dependent on parent object's formula rather than moving to Grand Parent object, then you can go one by one level up. …
0
votes
Accepted
The formula expression is invalid: Syntax error. Missing ')'
Hopefully, your formula will be like this:
IF(X > $1,000, "$5",
IF(X > $500, "$4",
IF(X > $100,000,"$3",
IF(X > $10, "$2",
IF(X > $1,"$1", …
3
votes
Can we combine two text fields in report
Salesforce doesn't provide on the fly combining field values unless we create formula field getting values of those two text fields or we can create a third text field and which can be updated by workflow …
0
votes
Accepted
Is it possible to throw a validation error for when a picklist value is selected to notify t...
Your validation rule will look like this and show error message to user.
(
ISPICKVAL(FedCapture__Our_Role__c, "Prime")
|| ISPICKVAL(FedCapture__Our_Role__c, "Subcontractor"))
&& NOT(ISBLANK(G …
0
votes
How to add a Formula value based on Comments at the task level
Comments field is Long Text Area (32000) and Long Text Area field cannot be used in Formula field.
It is not about Task or Activity, this rule is globally applicable. … You can verify this upon trying to create custom formula field at Account object, referencing Description, you will see this same thing as stated above. …
2
votes
Is it possible to keep 2 decimal numbers in a html email template
This works for me at my DE, not sure if this formula exceeds your limit or not.
LEFT(TEXT(My_Number__c * 1.001),LEN(TEXT(My_Number__c))+3) …
0
votes
Validation rule is not being triggered
Prepare a string which will concatenate all the user names delimited by '#'
Use Contains search in your formula. Mind to use UPPER Case. … And formula will be like this:
AND(OR(ISPICKVAL(Final_Result__c,"ACCEPTED"),ISPICKVAL(Final_Result__c,"REJECTED"),ISPICKVAL(Final_Result__c,"Accepted-Team Foundation")),
NOT(CONTAINS(UPPER(" …
1
vote
TRIM formula with character length
Simply use MID function like this:
MID(Customer_c,6,3)
Refer Mid function
MID(text, start_num, num_chars) and replace text with the field or expression to use when returning characters; replace …
0
votes
formula field in apex
In the Workflow field update, choose the Custom field and put the formula in the editor. …
7
votes
Accepted
How to truncate zeroes from an account number
Here it is, most simple way to achieve this
IF(
BEGINS(Customer_Account_No__c, "6"),
TEXT(VALUE(RIGHT(Customer_Account_No__c, LEN(Customer_Account_No__c)-1))),
"")
Converting Text to …