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…

Updated 11 months ago

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…

Updated 11 months ago

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…

Updated 11 months ago

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…

Updated 11 months ago

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…

Updated 11 months ago

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…

Updated 11 months ago

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)

Updated 11 months ago

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