Formula Examples

Domain Formula

To route inbound Leads, some customers prefer to use the email domain name rather than a free form company field. Company name including domain extension. The following formula will extract the compa…

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Timezone Bucket Formula

Sometimes it can be useful to label records based on when they arrived. The following approach shows how to create 2 formula fields. The first is to resolve the created date into an hour - either in…

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Has Activity Formula

It can sometimes be useful to know whether a call or task has been logged since assignment. Salesforce includes a standard field called LastActivityDate which gives the date of the most recent activi…

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Territory Formula

Sometimes it can be useful to group lists of countries using a formula field. This helps simplify your filter logic and makes reporting easier. This example formula groups countries from the Americas…

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Age Formula

It can be useful to filter for leads / cases older than a certain period of time. E.g. find cases older than 2 hours. Age in days. NOW()-CreatedDate Age in hours. (NOW()-CreatedDate) * 24 Age in minu…

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Distribution Engine Details Formula

Distribution Engine Details is a custom object that holds the values the Distribution Classifier has matched to a specified record. It can sometimes be useful to expose those values on the specified…

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id Field to Text

Sometimes you may want to convert an ID field into a text field. To get the 18 digit version of the Id use the following formula CASESAFEID(Id)

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