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Posted by on Jan 7, 2017 in Blog Series, Featured Blogs, Salesforce Formulas Examples | 2 comments

Learn Salesforce Formulas with Examples – Part 9

Learn Salesforce Formulas with Examples – Part 9

Learn Salesforce Formulas with Examples – Part 9  is a part of the Blog Series inspired by a lot of problems related to formulas posted in Answers Community .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 56 Here the user has three fields, “Last_Date__c” is of type Date, “Picklist__c” is a picklist and “Field C” is a formula field, now here is the use case: Based on selection of “Picklist__c” picklist value among (Monthly, Quarterly, Annually, Semi- Annually) Based on the Last Date in “Last_Date__c” “Field C” should calculate and display when is the next date of commencement of the event. Field C = Last_Date__c + CASE (Picklist__c, “Monthly”,30, “Quarterly”,91, “Semi-Annually”,182, “Annually”,365, 0) Explanation:  In this formula, there are two sections, the first one returns the “Last_Date__c” of the event....

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Posted by on Apr 21, 2016 in Blog Series, Featured Blogs, Salesforce Formulas Examples, Tutorials | 8 comments

Learn Salesforce Formulas with Examples – Part 8

Learn Salesforce Formulas with Examples – Part 8

Learn Salesforce Formulas with Examples – Part 8  is a part of the Blog Series inspired by a lot of problems related to formulas posted in Answers Community .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 46 User knows how to make one field required if another is filled in, but he would like to make all of the fields in a section required if ANY field in that section is entered. Let’s assume there are Five Fields Field_1,Field_2 and so on AND ( IF(ISBLANK(Field_1__c), 0, 1) + IF(ISBLANK(Field_2__c), 0, 1) + IF(ISBLANK(Field_3__c), 0, 1) + IF(ISBLANK(Field_4__c), 0, 1) + IF(ISBLANK(Field_5__c), 0, 1) > 0, IF(ISBLANK(Field_1__c), 0, 1) + IF(ISBLANK(Field_2__c), 0, 1) + IF(ISBLANK(Field_3__c), 0, 1) + IF(ISBLANK(Field_4__c), 0, 1) + IF(ISBLANK(Field_5__c), 0, 1) < 5 )...

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Posted by on Jan 7, 2016 in Featured Blogs, Salesforce Formulas Examples, Tutorials | 9 comments

Learn Salesforce Formulas with Examples – Part 7

Learn Salesforce Formulas with Examples – Part 7

Learn Salesforce Formulas with Examples – Part 7 is a part of the Blog Series inspired by a lot of problems related to formulas posted in Answers Community .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 36   User needs  a formula for validation rule such that whenever the StageName is changed to Closed Won,Status Field cannot be ‘Approved’ or ‘Accepted’. AND ( ISCHANGED(StageName), TEXT(StageName) = "Closed Won", CASE(Status, 'Approved', 1, 'Accepted', 1, 0) <> 0 ) Explanation:  In this formula,AND is combing three conditions: ISCHANGED Checks if the Stage is changed TEXT(StageName) evaulates the TEXT  part of the picklist Value CASE will return value on basis of status field which is compared with 1 means,checks if the Status is approved or accepted. Example 37...

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Posted by on Dec 11, 2015 in Featured Blogs, Salesforce Formulas Examples, Tutorials | 2 comments

Learn Salesforce Formulas with Examples – Part 6

Learn Salesforce Formulas with Examples – Part 6

Learn Salesforce Formulas with Examples – Part 6 is a part of the Blog Series inspired by a lot of problems related to formulas posted in Answers Community .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 26   User is trying to create a formula to find out  how many days have passed between the qualifying date and the close date of an opportunity before it is filled. (5 * (FLOOR( ( CloseDate - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( CloseDate - DATE( 1900, 1, 8), 7 ) )) - (5 * ( FLOOR( ( DATEVALUE(CreatedDate) - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( DATEVALUE(CreatedDate) - DATE( 1900, 1, 8), 7 ) )...

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Posted by on Aug 14, 2015 in Featured Blogs, Salesforce Formulas Examples, Tutorials | 1 comment

Learn  Salesforce Formulas with Examples-Part 5

Learn Salesforce Formulas with Examples-Part 5

  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 fifth 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 21 User wants to create a formula Date field on Opportunity which will return end date of the following quarter after an opportunity has been marked “Closed Won”. IF( AND( ISPICKVAL(StageName, “Closed Won”), YEAR(CloseDate) = YEAR(TODAY()) ), IF(MONTH(CloseDate)<=3,DATE(YEAR(TODAY()), 6,30), IF(MONTH(CloseDate)<=6,DATE(YEAR(TODAY()), 9,30), IF(MONTH(CloseDate)<=9,DATE(YEAR(TODAY()), 12,31),DATE(YEAR(TODAY())+1, 3,31)))), NULL) Explanation:  so majorly the above formula explains the return of last date of quarter Example 22 User needs to add a dynamic hyperlink to a text or formula field. There is a field- ABC which is added to a SFDC...

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Posted by on Jun 13, 2015 in Featured Blogs, Salesforce Formulas Examples, Uncategorized | 0 comments

Learn  Salesforce Formulas with Examples-Part 4

Learn Salesforce Formulas with Examples-Part 4

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 fourth 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 16 User has a requirement where they do not have dependent picklist but they want two picklist 1 and picklist 2 to be related in such a way that If one picklist 1 is selected then picklist 2  should not be blank  AND( NOT(ISBLANK(TEXT(Picklist_Field1__c))), ISBLANK(TEXT(Picklist_Field1__c) ) Explanation:  Here AND is used to combine two conditions.TEXT(Picklist) is used to to check if the text of picklist is blank.Most important is that We could have used dependent picklist feature for above but in case We do not want...

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