In this Salesforce tutorial, we will learn the **Salesforce Due Date Formula**. Additionally, we will go over how to use Salesforce Lightning and Salesforce Classic to create the due date formula field.

I was given the responsibility of keeping track of the record’s due date while working for a company that utilizes Salesforce. Therefore, I define an advanced formula that determines the due date in order to satisfy this need.

If you want to learn how to create a custom due date formula field, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

- Salesforce Due Date Formula
- Formula to calculate Due Date in Salesforce Lightning
- Formula to calculate Due Date in Salesforce Classic

## Salesforce Due Date Formula

In Salesforce, to keep track of that our tasks and projects are completed on time and in an efficient manner, we need a due date. So, for this, we need to create a due date formula field as per requirement.

To create the due date formula, Salesforce provides us with various built-in functions that help us to set it based on criteria. Let’s see some of the commonly used cases of the due date formula in Salesforce.

**Due Date based on the specified number of days:**

In a simple case, we calculate the due date based on the created, started, payment date, and a specified number of days.

**Here is the formula:**

`DATEVALUE(Created/Started/PaymentDate) + No.of.days`

- This formula is used to calculate the due date based on the specific number of days to add.
- Here, we use the
**DATEVALUE**function to convert the**Created/Started/PaymentDate**if given in date and time data type to date value. - Then,
**No.of.days**is the API name that stores the number of days to add to the**Created/Started/PaymentDate**.

**Due Date based on specific days of the month**:

In this case, we calculate the due** **date based on specific days of the month.

**Here is the formula:**

```
IF(DAY(Created/Started/PaymentDate) <= 18,
DATE(YEAR(Created/Started/PaymentDate), MONTH(Created/Started/PaymentDate), 18),
DATE(YEAR(Created/Started/PaymentDate), MONTH(Created/Started/PaymentDate) + 1, 1))
+ No.of.Days
```

- Here, we use the
**IF**function that checks the day of the month when the record was created, started or the payment date is less than or equal to 18. - If it is, the formula uses the
**DATE**function to create a new date using**YEAR**,**MONTH**, and day**18th**of that month. - If the
**Created/Started/PaymentDate**is after the 18th, the formula uses the**DATE**function to create a new date using**YEAR**, set month to the next month and day to the 1st of that month. - Then, to calculate the due date, add the number of days.

We can use any of the above-defined formulas by creating a custom formula field in Salesforce. Let’s move to the next section and learn to create a formula field on the object where we want to set the due date.

With this, we now know about the **Salesforce** **Due Date Formula**. Next, we will move ahead and learn how** **to set the due date in Salesforce Lightning.

## Formula to calculate Due Date in Salesforce Lightning

Here, are the steps to define the formula to calculate the due date in Salesforce Lightning.

**Step 1:** Click the **Setup** icon in the top right corner of the page to access Salesforce Setup.

**Step 2:** Click **Object Manager **from the menuâ€™s left side.

**Step 3:** Look for the item to which we want to set the due date. In this example, I choose the **Product** object from the list of objects.

**Step 4: **Choose **Fields & Relationships**.

**Step 5: **Next, select **New**.

**Step 6:** Choose the **Formula** as the field type.

**Step 7:** Click **Next** to proceed.

**Step 8:** After entering a **Field Label** for the formula, the **Field Name** will be filled in automatically. Here, I enter Field Label as the **Payment Due Date**.

**Step 9: **Select **Date** as the Formula Return Type. After that, click **Next**.

**Step 10: **Enter the formula that calculates the due date in the Advance Formula editor. The formula is given below:

`Payment_Date__c +5 `

In this formula, we add **5 days** to a date value stored in a field called **“Payment_Date__c”**. It helps us to calculate the due date by adding a number of days to an existing payment date.

**Step 11:** To verify that the formula is valid, click **Check Syntax**.

**Step 12:** We can specify **how you want to handle the empty field** and include the **Description** and **Help Text** as alternatives.

**Step 13: **Then, select **Next**.

**Step 14:** Select the appropriate field **Level Security** and to make it visible to everyone, here we select the **Visible** checkbox.

**Step 15: **Select **Next**.

**Step 16: **Select the **Page Layout** Name for which the formula field is to be added.

**Step 17: **Click **Save** to save the formula field.

We can use the formula field once weâ€™ve created it. Letâ€™s look at an example:

- Create a product with a payment date field by opening the
**Products**item and saving it. - After that, click on the
**Details**section, and here the**Payment Due Date**field appears.

As a result, we now know how to useÂ **Salesforce Lightningâ€™s advance formula to**Â set the due date. Now, weâ€™ll look at how to use the advance formula in Salesforce Classic to calculate the due date.

Read Salesforce Last Activity Date Formula

## Formula to calculate Due Date in Salesforce Classic

Here, are the steps to define the formula to calculate the due date in Salesforce Classic.

**Step 1:** From the Salesforce Lightning to open your Salesforce Classic edition. Click on **Avtar** and then click **Switch to Salesforce Classic**.

**Step 2:** Click on the **Setup** option.

**Step 3:** Scroll down to the **Build **section. Then under **Customize**, select the object for whom we want to calculate the due date. Here, I choose the **Campaigns** from the object list.

**Step 4:** Click on the dropdown menu and select **Fields**.

**Step 5:** As you scroll down the page, click on the **New** button under **Custom Fields & Relationships.**

**Step 6:** Select the **Formula** as the field type.

**Step 7:** Click **Next** to proceed.

**Step 8:** Enter a **Field Label** for the formula, and the **Field Name** will be automatically populated. Here, I enter **Field Label** as **Campaign Due Date**.

**Step 9: **Select **Date **as the Formula Return Type. After that, click **Next**.

**Step 10: **Enter the formula that calculates the due date in the Advance Formula editor. The formula is given below:

```
IF(DAY( StartDate ) <= 18,
DATE(YEAR(StartDate), MONTH(StartDate), 18),
DATE(YEAR(StartDate), MONTH(StartDate) + 1, 1))
+ 7
```

- In this formula, we calculate the
**Campaign Due Date**on the base of**StartDate**. - If the day of the month is less than or equal to 18, the formula returns the 18th of the same month and year as the start date.
- If the day of the month is greater than 18, the formula returns the 1st of the next month and year as the start date.
- Then, we add 7 days to the above-calculated date and the resultant date is the due date.

**Step 11:** To verify that the formula is valid, click **Check Syntax**.

**Step 12:** We can specify **how you want to handle the empty field** and include the **Description** and **Help Text** optionally.

**Step 13: **Then, click **Next**.

**Step 14:** Choose the appropriate **Fieldâ€™s Level Security**, and then check the box **Visible** to make it visible to all.

**Step 15:** Click **Next**.

**Step 16:** Choose the **Page Layout Name** for which the formula field is to be added.

**Step 17:** Click **Save** to save the formula field.

Once weâ€™ve defined the formula field, we may use it. Letâ€™s explore an example:

- Create a campaign by opening the
**Campaigns**tab and saving it. - Then, in the
**detail**section, we will get the**Campaign Due Date**field which shows the due date.

We now understand the advanced formula to determine the **due date** **in Salesforce Classic**.

## Conclusion

With this, we have learned the Salesforce Due Date Formula. Moreover, we have learned the simple procedure for setting the due date in both Salesforce Classic and Salesforce Lightning.

In addition to this, the following are the topics that we have discussed:

- Salesforce Due Date Formula
- Formula to calculate Due Date in Salesforce Lightning
- Formula to calculate Due Date in Salesforce Classic

You may also like the following Salesforce tutorials:

- Salesforce Date Range Formula
- Salesforce Formula Field to Check Null Values for Dates
- Salesforce Date Formula Business Days
- Salesforce Formula Date Greater Than Today

I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.