Tag Archives: Formula Field

Star Rating Field Using Formula in Salesforce

Here is an example of Star Rating field using Formula in Salesforce. In below example I’m displaying the Star Rating, based on a Student’s grade.

In Student custom object, I have created a Picklist Field.
Label: Grade
Type: Picklist
Values:

0
1
2
3
4
5

And then I have created a Formula Field on the same Student object. This is to represent the Star Rating.
Label: Rating
Type: Formula
Formula:

IMAGE(
IF(TEXT(Grade__c) = '0', "/img/samples/stars_000.gif",
IF(TEXT(Grade__c) = '1', "/img/samples/stars_100.gif",
IF(TEXT(Grade__c) = '2', "/img/samples/stars_200.gif",
IF(TEXT(Grade__c) = '3', "/img/samples/stars_300.gif",
IF(TEXT(Grade__c) = '4', "/img/samples/stars_400.gif",
IF(TEXT(Grade__c) = '5', "/img/samples/stars_500.gif",
"/img/samples/stars_000.gif"
)))))),
'Rating Level')

Output:

Progress Bar Field Using Formula in Salesforce

Here is an example of ‎Progress Bar field using Formula in Salesforce. In below example I’m displaying the percentage progress bar, based on a Student’s scored out of total marks.

Percentage Formula Field:

IMAGE("/img/samples/color_green.gif","green",10,((Scored__c/Total_Marks__c)*100)) &
IMAGE("/img/samples/color_red.gif","red",10, 100 - ((Scored__c/Total_Marks__c)*100)) &
" " & TEXT((Scored__c/Total_Marks__c)*100) & "%"

Output:

Salesforce IMAGE Function in Formula Field

In Salesforce formula field using IMAGE(image_url, alternate_text, height, width) function, we can insert an image with alternate text and height/width specifications.

In below example, I’ve created a custom field “Priority__c” in “Case” object with below formula. This formula displays a red, yellow, or green flag image to indicate case priority High, Medium or Low.

Formula Field:

	 
IF(TEXT(Priority) = 'High', IMAGE("/img/samples/color_red.gif", "Red", 10 , 50), 
IF(TEXT(Priority) = 'Medium', IMAGE("/img/samples/color_yellow.gif", "Yellow", 10, 50), 
IF(TEXT(Priority) = 'Low', IMAGE("/img/samples/color_green.gif", "Green", 10, 50), 
NULL)))

Output:

Formula Field to Convert 15 Character ID to 18 Character ID

Follow the below steps to create a formula field that will give you the 18 characters ID of the records.

  • Go to Setup | Customize | object name | click Fields
    (For Custom objects: Setup | Create | Objects | Object Name)
  • In the related list “Custom Fields & Relationships” click New.
  • Click the Formula radio button.
  • Click the Text radio button for “Formula Return Type”.
  • 6. Input the following Formula into the Formula Editor:
    CASESAFEID(Id)
  • Set Field Visibility, add/ remove from Page Layout(s).
  • Click Save.

NOTE: When dealing with record types only custom record types have ids.

How to create a report that shows user license?

To display Salesforce as a User License type on report, Below is the workaround:

  • Create a Custom Formula Text field under the User object:
    1. Go to Setup | Customize | Users | Fields
    2. Click on New and select “Formula” field type and then “Text”
    3. Use “Profile.UserLicense.Name” in the formula editor
    4. Click on Save
  • Create a New Administrative User report:
    1. Go to the Report tab
    2. Click on New report
    3. Under the Administrative reports | Select Users
    4. Add the New Custom Formula field in the report
    5. Run the Report and Save