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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))
Santanu Boral's user avatar
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 …
Santanu Boral's user avatar
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" ) …
Santanu Boral's user avatar
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. …
Santanu Boral's user avatar
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. …
Santanu Boral's user avatar
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. …
Santanu Boral's user avatar
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", …
Santanu Boral's user avatar
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 …
Santanu Boral's user avatar
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 …
Santanu Boral's user avatar
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. …
Santanu Boral's user avatar
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) …
Santanu Boral's user avatar
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(" …
Santanu Boral's user avatar
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 …
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0 votes

formula field in apex

In the Workflow field update, choose the Custom field and put the formula in the editor. …
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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 …
Santanu Boral's user avatar

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