Tag Archives: Formula Field

Formula Field to Convert 15 Character ID to 18 Character ID

Biswajeet   October 7, 2017   No Comments on 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?

Biswajeet   August 9, 2017   No Comments on 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

Difference Between Two Datetime Fields in Salesforce Formula Field

Biswajeet   October 15, 2016   No Comments on Difference Between Two Datetime Fields in Salesforce Formula Field

Sample Code:

IF (FLOOR((EndDateTime__c - StartDateTime__c)) > 0, TEXT(FLOOR((EndDateTime__c - StartDateTime__c)) ) & " Days ", "") 
& IF(FLOOR(MOD((EndDateTime__c - StartDateTime__c)* 24, 24 )) > 0, TEXT(FLOOR(MOD((EndDateTime__c - StartDateTime__c)* 24, 24 ))) & " Hours ","") 
& TEXT(ROUND(MOD((EndDateTime__c - StartDateTime__c)* 24 * 60, 60 ), 0)) & " Minutes "
& TEXT(ROUND(MOD((EndDateTime__c - StartDateTime__c)* 24 * 60*60, 60 ), 0)) & " Seconds"

Salesforce Sample Image Link Formulas

Biswajeet   March 11, 2016   2 Comments on Salesforce Sample Image Link Formulas

Flags: This formula displays a green, yellow, or red flag image to indicate case priority.

IMAGE( 
CASE( Priority, 
"Low", "/img/samples/flag_green.gif",
"Medium", "/img/samples/flag_yellow.gif",
"High", "/img/samples/flag_red.gif", 
"/s.gif"), 
"Priority Flag")

Colors: This formula displays a 10 x 10 pixel image of a red, yellow, or green, depending on the value of a Case Age custom number field.

IF( Case_Age__c > 20, 
IMAGE("/img/samples/color_red.gif", "red", 10, 10),
IF( Case_Age__c > 10,
IMAGE("/img/samples/color_yellow.gif", "yellow", 10, 10),
IMAGE("/img/samples/color_green.gif", "green", 10, 10)
))

Lights: This formula displays a green, yellow, or red traffic light images to indicate status, using a custom picklist field called Status.

IMAGE( 
CASE(Status__c, 
"Green", "/img/samples/light_green.gif",
"Yellow", "/img/samples/light_yellow.gif",
"Red", "/img/samples/light_red.gif", 
"/s.gif"), 
"status color")

Stars: This formula displays a set of one to five stars to indicate a rating or score.

IMAGE( 
CASE(Rating__c, 
"1", "/img/samples/stars_100.gif",
"2", "/img/samples/stars_200.gif",
"3", "/img/samples/stars_300.gif", 
"4", "/img/samples/stars_400.gif", 
"5", "/img/samples/stars_500.gif", 
"/img/samples/stars_000.gif"), 
"rating")

Circles: This formula displays a colored circle to indicate a rating on a scale of one to five, where solid red is one, half red is two, black outline is three, half black is four, and solid black is five.

IMAGE( 
CASE(Rating__c, 
"1", "/img/samples/rating1.gif",
"2", "/img/samples/rating2.gif",
"3", "/img/samples/rating3.gif", 
"4", "/img/samples/rating4.gif", 
"5", "/img/samples/rating5.gif", 
"/s.gif"), 
"rating")

Priority: This formula displays a red colored priority sign to indicate a priority picklist value.

IMAGE( 
CASE(Priority__c, 
"Very Low", "/img/samples/rating1.gif",
"Low", "/img/samples/rating2.gif",
"Medium", "/img/samples/rating3.gif", 
"High", "/img/samples/rating4.gif", 
"Very High", "/img/samples/rating5.gif", 
"/s.gif"), 
"rating")