Formulas: Quiz

These questions are designed to be similar to ones that will be asked on certification exams.  Aim to get most of these questions correct on the first attempt.

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35 Responses to “Formulas: Quiz”

  1. August 7, 2017 at 6:47 am #

    Sorry to trouble. I am not sure whether my understanding to question2 is correct or not.

    Is the point to question?
    Because the formula field is a text type, the phone number cannot be converted and displayed?

    Thank you very much

    • JohnCoppedge August 9, 2017 at 8:27 pm #

      The intention of the question is to see determine what will happen if a cross object formula doesnt have a record populated

  2. chrisvb January 15, 2017 at 2:21 pm #

    Hi John, Just wondering, why isn’t there a related list possible on opportunity, displaying account information, which would enable you to display the roll-up summary field on the opportunity layout?

    • JohnCoppedge January 16, 2017 at 3:41 pm #

      The related list displays lists of related records – the “many” side of the relationship.

      You wouldn’t have a list of related accounts (this is what would show in the related list) on the opportunity, as an opportunity is related to one account. Hope that makes sense 🙂

  3. Lipika Brahma June 11, 2016 at 2:44 am #

    Hi John, Formula is always created on child object. In question 2 we are creating formula on campaign which means it is a child object. But we can’t use standard object on the child side. How this is going to work.

    • JohnCoppedge June 13, 2016 at 10:16 am #

      The relationship from Campaign to Venue would have to be a lookup relationship (rather than m/d)- therefore the relationship could be created on the campaign object.

  4. hayirina May 14, 2016 at 7:55 am #

    Hi John,

    Why can’t we create a roll-up summary field on opportunity to aggregate the lifetime sales of the account (Question 3).


    • JohnCoppedge May 23, 2016 at 1:14 pm #

      The field has been created… you need to display that field on the opp

      • meticulousmeerkat September 3, 2016 at 10:04 pm #

        Hi john,

        Also, isn’t it that Roll-up Summary fields work downwards? That is, Parent to Child? Meaning we couldn’t perform a Roll-up on the Opportunities since they are the Children of Accounts?

        • JohnCoppedge September 5, 2016 at 6:50 pm #

          Yep- so the rollup field has been created on the account and is in place already. What this question is asking is – how would you display that account data on the opportunity. The field type of the data on the account is actually not important – it’s the replication of the information on the opp.

  5. A April 10, 2016 at 5:35 pm #

    can we add a roll-up summary field on account record to display all closed-won opportunity related to the particular account?Is it a M-D relationship? plz clarify…

    • JohnCoppedge April 10, 2016 at 9:48 pm #

      Yes you can summarize opportunity data on the account using roll up summaries. To use a rollup field with a non-standard relationship you need a master/detail relationship between the objects.

  6. dgallegos1975 March 3, 2016 at 9:45 pm #

    Where is a list of the “valid formula functions”? I don’t even see the lastmodifieddate as an available option. YES, I know what is listed is not an exhaustive list. However, if there are questions such as this I would like to be familiar with the most common options.

  7. mariarajpoot November 5, 2015 at 4:35 pm #


    Quick question, how much formula syntax should we learn or expected to know for this test?

    • JohnCoppedge November 8, 2015 at 8:12 pm #

      Very good question- although I don’t know an exact answer to it unfortunately.

      I would suggest the following:

      Study the syntax of formula itself (e.g. be able to identify a formula that is missing a parenthesis or missing quotations, etc.)
      Study the different types of functions available
      Know how to implement the more common examples (e.g. cross object to display info, simple formulas using IF AND OR CASE, etc.)

  8. August 12, 2015 at 4:41 am #

    Can a cross object formula reference a rollup summary field..Isn’t a limitation?

    • August 12, 2015 at 4:43 am #

      sorry, my bad…its the other way around.You can’t reference cross-object formulas in roll-up summary fields.

      • JohnCoppedge November 8, 2015 at 8:05 pm #

        Correct – you can probably do some sort of workaround for that now with process builder. But a good limitation to know about for sure.

  9. Kevin Glass April 22, 2015 at 10:30 pm #

    Thanks, John! I just implemented your question 3 into my actual SF environment! lol

  10. Hussam Abumazen February 21, 2015 at 2:09 pm #

    A roll-up summary field called “Lifetime Sales” has been added to the account object and displays the total of all closed/won opportunities associated with an account.

    Isn’t opportunity a standard object?
    Is it possible to create a A roll-up summary field that reference it?

    • JohnCoppedge February 24, 2015 at 1:40 am #

      Yes- and yes (on account only)

      • ag3991 May 28, 2017 at 7:36 pm #


        Sorry to keep bombarding you with questions.

        Please could you clarify the answer for Q3… I do not understand why you cannot use a roll-up summary field.

        Could you elaborate please?

        Kind Regards,


        • JohnCoppedge May 31, 2017 at 11:54 am #

          A rollup summary is needed to summarize the info (amount) from related objects (opportunity). This is the only field type that can capture information from more than one related record (without additional automation)

  11. Cheryl Feldman June 29, 2014 at 5:31 pm #

    yeah 100% on this one too. woot!

  12. Roger Grilo March 12, 2014 at 12:26 pm #

    I think there might be a typo in the first question: “(…) to display the date 7 after today’s date?”
    Perhaps it should state “to display the date 7 *days* after today’s date?” (otherwise, it sounds like you are asking about the 7th day of the following month)

  13. Saikumar November 30, 2013 at 12:36 am #

    hi John.

    Please let me know the procedure to purchase Admin guide..


  14. JohnCoppedge August 22, 2013 at 3:10 pm #

    Hi Brian,

    The syntax within a cross-object formula uses __r when referencing a relationship through a custom field (instead of __c). The actual API name of the field is still includes __c, however (it is just when referenced in relationships that it changes to __r). If you create a formula referencing a cross-object formula, you can see this in action. I can understand how this would be confusing – I’ll look at rewording the question.



  15. Brian August 21, 2013 at 8:45 pm #


  16. Trevor August 3, 2013 at 4:30 pm #

    The syntax refers to Venue__r and the question refers to Venue__c

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