As a Salesforce consultant, while working in Salesforce you will use various formulas for different operations like Date related formulas, etc. We have explained how to use Salesforce formulas in both Salesforce Lightning and Salesforce Classic. Do let us know if you have any problems using these formulas.
When I work with new Salesforce admins, one pattern always shows up: users dumping messy text into fields and then asking for clean reports and automations. Phone numbers with country codes, IDs mixed with prefixes, tracking codes inside long URLs — you name it. As an admin or consultant, you need a reliable way to … Read more >>>
If you’ve worked in Salesforce Setup for a while, you’ve probably seen both Auto Number and Formula field types while creating a new field and wondered, “Which one should I use?” At first glance, they may look similar. Both fields are system-generated, and users cannot manually enter values into them. However, they work in completely … Read more >>>
In Salesforce, we usually use Classic or Lightning email templates to send automated emails. These work well for simple messages, but they can’t do much with design. For example, when a customer buys something, we want to send a welcome email with their name, product details, and a link to get started. An HTML email … Read more >>>
I was assigned a task at work that required me to calculate the number of days between two dates in Salesforce. To fulfill this requirement, I created a formula field and used an advanced formula to display the number of days. In this Salesforce Tutorial, we will learn the formula to calculate the number of … Read more >>>
A sales manager wants to know when their team last contacted each customer. They need a field that displays the most recent activity, such as a call, meeting, or email, on the account. This helps them quickly find which customers have not been contacted recently and take follow-up action. I was assigned the task of … Read more >>>
In this Salesforce Tutorial, we will learn how to add year-to-date in Salesforce. Moreover, we will go through the steps to add the Year-to-Date Field in Salesforce. In addition, we will go through a special case based on the user’s requirements. The special case is “Salesforce Formula Add Year To Date, where the End Date should be … Read more >>>
I got a task at work that required me to calculate the difference between the date and time fields using Salesforce. To fulfill this requirement, I define an advanced formula. In this Salesforce Tutorial, we will learn how to calculate DateTime field difference in Salesforce. Additionally, we will review how to use Salesforce Lightning to … Read more >>>
While working for an organization that uses Salesforce, I was assigned a task to find all opportunities that were created in the last 30 days. So, to fulfill this requirement, I define an advanced formula that checks the date range. Using a Date Range Formula, the user can automatically check if the opportunity creation date … Read more >>>
When I was working as a Salesforce Admin in a company, they wanted to set a Payment Due Date on every Invoice record automatically. They wanted the Due Date to be 30 days after the Invoice Date. Instead of asking users to enter the due date manually each time, I created a formula field in Salesforce that calculated it … Read more >>>
A company wants to know the exact age of its customers based on the Date of Birth stored in Salesforce. Instead of calculating it manually every time, they want a formula field that will automatically show the customer’s age in years on the record. In this article, we will learn how to use the Salesforce formula … Read more >>>
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