Salesforce Formula Date Greater Than Today

You’ve come to the right place if you want to learn about Salesforce’s Advance Formula Date Greater Than Today. Additionally, we’ll cover how to use Salesforce Lightning and Salesforce Classic to generate a formula date less than today.

While working for an organization, I was assigned a job to determine how much fine we have to charge from the client, if the payment due date field is greater than today. So, to fulfill this requirement, I define an advanced formula that checks wheater the date is greater than today or not.

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

• Salesforce Formula for Date Greater Than Today
• Formula for Date Greater Than Today in Salesforce Lightning
• Formula for Date Greater Than Today in Salesforce Classic

Salesforce Formula for Date Greater Than Today

In Salesforce, we build an advance formula field that determines whether a date is greater than a today date or not. The formula compares a date field with a today date value and checks if the date is greater than the today date if it is the formula act accordingly.

We utilize the comparison operators Greater Than (>) or Greater Than or Equal to (>=) to compare the value of the one date field with the today date field.

For instance, we want to see if the object’s date field is greater than today’s date. Therefore, we define a Salesforce formula that looks like this:

DateField > TODAY()
                #OR
DateField >= TODAY()

In this formula, we check if the date field is greater than today’s date. For this, we use the TODAY() function, greater or equal operator, and compare it with the date field.

This formula can be used in a variety of situations, including triggering workflows and automated processes, sorting and filtering data, and creating fields with today’s date.

In conclusion, we now know how to check in Salesforce if a date is greater than today’s date using a formula. The next step is to learn how to use Salesforce Lightning to verify whether the date is after today’s date or not.

Read Salesforce Formula Date Less Than Today

Formula for Date Greater Than Today in Salesforce Lightning

Here, are the steps to define a formula date greater than today’s 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 menu’s left side.

Step 3: Look for the item to which we want to compare a date that is greater than today’s date. I choose the Order object from the list of objects in this instance.

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 Order Track.

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

Step 10: Enter the date greater than today’s date formula in the Advance Formula editor. Here, is the formula:

IF(Shipment_Date__c > TODAY(), "Order is not shipped yet.", "Order will be delivered soon.")

• In this formula, the IF() function determines whether the shipment date is later than the current date. If so, the message “Order is not shipped yet” is returned.
• Otherwise, as the shipment date is either today or in the past, it shows the message “Order will be delivered soon”.

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 we’ve created it. Let’s look at an example:

• Create an Order with the Shipment Date field by opening the Orders item and saving it.
• After that, click on the Details section, and here the Order Track field appears which shows how the formula date is greater than today’s date works.

As a result, we now know how to use Salesforce Lightning’s advance formula date greater than today’s date. Next, we’ll look at how to use the advance formula in Salesforce Classic to check a date that is greater than today.

Formula for Date Greater Than Today in Salesforce Classic

Here, are the steps to define a formula date greater than today’s date in Salesforce Classic.

Step 1: From the Salesforce Lightning to open your Salesforce Classic edition. Click on Avtar and 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 compare a date that is greater than a current date. Here, I choose the Cases 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 Activate Status.

Step 9: Choose Text as the Formula Return Type and then click Next.

Step 10: Enter the date greater than today’s date formula in the Advance Formula editor. Here, is the formula:

IF(DATEVALUE( ClosedDate ) >= TODAY(),
   IF(DATEVALUE( ClosedDate ) = TODAY(), "Case is active for 1 day", "Case is active for " & TEXT(TODAY() - DATEVALUE( ClosedDate )) & " days"),
   "Case is deactivated from " & TEXT(TODAY() - DATEVALUE( ClosedDate )) & " days"
)

• he IF() function checks if the close date called “ClosedDate” is equal to today’s date fetched using the TODAY function.
  • If it is, the formula returns the message “Case is active for 1 day”.
  • If the close date called “ClosedDate” is not the same as today’s date fetched using the TODAY function, the formula returns the text using the TEXT function “Case is active for X days”. Where X is the number of days since the case was created.
• If the close date called “ClosedDate” is less than today’s date, the formula returns the message using the TEXT function “Case is deactivated from X days”, where X is the number of days since the case was closed.
• Here, the ClosedDate field is the type of date/time datatype, but we only need the date from this. So, we use the DATEVALUE() to extract the date from the ClosedDate field.

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 Field’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 we’ve defined the formula field, we may use it. Let’s explore an example:

• Create a new Case with the Date/Time Closed field value by opening the Cases tab and saving it.
• In the details section, we will get the Activate Status field which shows how the formula date is greater than today’s date works in the classic edition.

In a conclusion, we now understand the advance formula date is greater than today’s date in the classic mode of Salesforce.

You may also like to read:

• Salesforce Formula Date Greater Than Specific Date
• Change Status button missing on Leads in Salesforce
• Difference between Two Datetime Fields in Salesforce

Conclusion

In conclusion, we learned the advanced salesforce formula to check the date is greater than the current date.

Moreover, we have learned that both Salesforce Classic and Salesforce Lightning provide a simple procedure for checking the date greater than today’s date.

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

• Salesforce Formula for Date Greater Than Today
• Formula for Date Greater Than Today in Salesforce Lightning
• Formula for Date Greater Than Today in Salesforce Classic