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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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Salesforce Comparison Formula
I have some requirement to create a formula that evaluates if Fiscal Year >= Current FY, then returns true.
So our fiscal year starts on July 1 and ends June 30. …
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Salesforce Comparison Formula
Never mind, I fixed it:
I mixed up the LEFT & RIGHT functions by taking 3 values from the right, and >=6, when it should have been <=6, which gave me "-22" >= "21" resulting in the wrong false/true ev …
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Shorten a Nested If Formula for Fiscal Year
I created a formula with nested if statements. Since the conditions are similar, is there a way to write it elegantly?
Fiscal_Year__c is a picklist field with values such as 20-21, 21-22, 22-23 etc. …