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1 vote
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Way to generate contract numbers while creation according to a particular format

Solution w/ limitations (size of table is under 200,000 records, not the Name field) Define the autonumber as {YY}{00000} and then Use a formula field to add 1 to the {YY} part and add 10 to the {...
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  • 62.2k
0 votes

Formula to return the date after 30 days from today

I think TODAY() + 30 will work.
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1 vote

Rolling up Primary Contact Picklist Value to text on Account

Your formula has several issues with incorrect number of parameters and missing closing parentheses. But above all, if the account formula field should always mirror the Board Member field, then why ...
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  • 6,360
0 votes

Incremental Field

Create a custom field to handle this counter, set with a default value of 0. Make it read-only for users. Next, create a Process Builder or Record-Triggered Flow that executes when a record is updated,...
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  • 433k
1 vote

How to extract the time into a formula field?

I am trying to use "TZoffset" in formula field, but receving below error "Error: Field TZoffset does not exist. Check spelling." can someone help me how to resolve this issue.
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1 vote

Formula within a flow - loads of 2 part IF statements - must be a better way of doing this

You don't need the IF/TRUE/FALSE for returning a boolean formula result, simply put the logic that you want, combined with ORs... ( ContractTerm = 1 && DATEVALUE(ActivatedDate) = TODAY() + 7 ...
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  • 740
1 vote

Finding the difference between new value and old value for amount

Have you looked into the "Historical Trending" standard salesforce setting. You can easily build reports based on historical values of any field and compare,track the changes. Once you build ...
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1 vote

IF OR NOT ISBLANK Formula nesting help

As the formula should return the value only if both the conditions satisfies you have to use AND() operator instead of OR() operator. So can you change the formula as below and check. IF(AND(NOT(...
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0 votes
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How to create following text using formula field?

Try this formula: "/lightning/n/Some_Page?c__recordId={" + "!" + objectfield1value + ".Id}&c__docId=" + objectfield2value
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1 vote

ADDMONTHS Formula Gives Different Result in Before Insert Trigger

According to Salesforce documentation, no formula field outcomes should be available in a before trigger, even after querying it: https://help.salesforce.com/s/articleView?id=000320999&type=1 As ...
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2 votes
Accepted

CASE function in formula field says - Error: Incorrect argument type for function 'CASE()'

From the CASE() documentation CASE functions can’t contain functions that return true or false. Instead, make true or false expressions return numbers So the true and false values that you have for ...
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  • 48.1k
2 votes

IF Formula help - Multiple Parameters Issue

You can use IF(ISBLANK(Current_Customer_ID__c),IF(ISBLANK(BT_Account_Number__c), New_License_Manager_ID__c, BT_Account_Number__c), Current_Customer_ID__c) or IF(NOT(ISBLANK(Current_Customer_ID__c)),...
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