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.
I was given a task while employed by an organization to determine whether a date exceeds a certain date. It enables us to streamline workflows and processes depending on particular dates, as well as better manage and organize our data in Salesforce. In this article, we will learn how to check if a date is greater … Read more >>>
While working as a Salesforce Administrator, you may need to assist the sales team in tracking inactive opportunities. For example, if an opportunity has no activity for more than 30 days, you can create a formula that compares the Last Activity Date with the TODAY() function. This will flag opportunities that need follow-up. In this … Read more >>>
While working as a Salesforce Admin, we sometimes need to quickly identify records that meet specific conditions without creating any automation, such as a Flow or Process Builder. For example, the sales team wants to know if an opportunity’s Close Date is before TODAY() and the Stage is not “Closed Won” or “Closed Lost“. Instead of asking users to … Read more >>>
In my Salesforce organization, I was setting up a new custom object to track service requests. Each request record required a status field with values such as New, In Progress, and Closed. Since every request should always start in the New stage, I didn’t want users to manually select the picklist value “New” each time they created … Read more >>>
In Salesforce, DateTime fields always include both the date and the time, for example: 28-Aug-2025 3:45 PM. However, in many business scenarios, users only need the date. For example, we want formulas that require comparison with TODAY(), such as checking if a follow-up DateTime matches today’s date. Since TODAY() only returns the date, you need to convert … Read more >>>
I was working as a system admin for a company that uses Salesforce to handle customer support cases. Every time a new case is created, the support team must follow up within 3 days after the case is created. Instead of manually calculating the follow-up date, we can create a formula field in Salesforce that … Read more >>>
In Salesforce, Date fields always show in standard date format, like YYYY-MM-DD. But sometimes, we need the Date in Text format for emails or reports. Salesforce does not directly allow us to change Date to Text without using a formula. For example, if we are sending an email and want to include the Date field, … Read more >>>
In Salesforce, we sometimes need to determine the last day of a month based on a given date. For example, if a campaign has an End Date of 21st August 2025, we may want to know the 31st August 2025 (the last day of that month). Salesforce does not provide a standard field to display … Read more >>>
When working with Salesforce date formulas, we occasionally need to extract the year from a date. For example, suppose we are tracking the Contract Start Date on the contract object, and we want to create a date formula field that only shows the year part of that date (like 2025) for reporting or grouping purposes. … Read more >>>
In this Salesforce tutorial, I will explain how to create a formula if the date is less than today in Salesforce. Salesforce Formula If Date is Less Than Today You can create a formula in Salesforce to check if the date is less than today in Salesforce. To do so, use the comparison operators Less … Read more >>>
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