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Posted by on May 30, 2015 in Salesforce Formulas Examples, Tutorials | 0 comments

Learn  Salesforce Formulas with Examples-Part 3

Learn Salesforce Formulas with Examples-Part 3

  Inspired by a lot of problems related to formulas posted in Answers Community ,I decided to put blog series “Learn Salesforce Formulas with Examples“  and here I am with third post in the Series. Main motive for this blog is not to teach you how to begin with formula but how to keep a grip and make a better understanding on it..So stay tuned and I will be providing a lot of examples with explanations in this series which would help you understand more about formulas Example 11 User needs to be create  formula field which returns a checkbox,the checbox must be true if all the below conditions are satisfied : If the owner is equal to one of 4 users(say 15 Digit User Ids are known) If loggged in date must be greater than the specific date say example Nov 11, 2015. AND( CASE( OwnerId, “15_DIGIT_USER_ID_1”, 1, “15_DIGIT_USER_ID_2”, 1, “15_DIGIT_USER_ID_3”, 1, “15_DIGIT_USER_ID_4”, 1, 0 ) = 1, TODAY() > DATE(2015,11,11) ) Explanation:  Here AND is used to combine two conditions(We...

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Posted by on May 15, 2015 in Salesforce Formulas Examples, Tutorials | 0 comments

Learn Salesforce Formulas with Examples-Part 2

Learn Salesforce Formulas with Examples-Part 2

  Inspired by a lot of problems related to formulas posted in Answers Community ,I decided to put blog series “Learn Salesforce Formulas with Examples“  and here I am with second post in the Series. Main motive for this blog is not to teach you how to begin with formula but how to keep a grip and make a better understanding on it..So stay tuned and I will be providing a lot of examples with explanations in this series which would help you understand more about formulas . Example 6 User would like to to show an Auto-Number field (Name) in two display formats based on the selection of a  custom checkbox field say ABC__c, If ABC__c is checked the display format should be ABC{0000} else it should be CBA{0000} Let’s assume the Auto-Number Field (Name)  is  set the display format to be only numbers {0000},If not then User has to make sure this is done. Now creating a formula returning a Text Type will do the job : IF( ABC__c, “ABC”,  “CBA” )  &  Name Explanation:  Here...

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Posted by on May 1, 2015 in Salesforce Formulas Examples, Tutorials | 2 comments

Learn  Salesforce Formulas with Examples-Part 1

Learn Salesforce Formulas with Examples-Part 1

  Inspired by a lot of problems related to formulas posted in Answers Community ,I decided to put blog series “Learn Salesforce Formulas with Examples“  and here I am with first post in the Series. Main motive for this blog is not to teach you how to begin with formula but how to keep a grip and make a better understanding on it..So stay tuned and I will be providing a lot of examples with explanations in this series which would help you understand more about formulas . Example 1   User needs to be able to determine accounts that have been created from the Lead conversion process and “ideally” be able to see which Campaign they were generated from, so something like Lead Source on Account. Here is a Simple solution to ensure your custom Lead Source field on Accounts matches your Lead record Lead Source after conversion: Create a Custom Account Lead Source Picklist on Account Object. Create a custom formula field on Leads (Text) with Formula = TEXT(LeadSource) . TEXT function...

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