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Describe formula fields.Formulas Overview
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Getting Started with Formulas
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26 Responses to “Formulas”

  1. Padmini Nagarajan December 11, 2017 at 9:43 pm #


    Can anyone help confirm the correct answer for this questions?

    UC uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. Which feature should a system admin use this meet this requirement?
    a. Roll Up Summary Field.
    b. Workflow Field Update.
    c. Lookup Field
    d. Cross Object Formula Field.

    I understand that it is Cross Object Formula (d).

    Please confirm. Appreciate your quick response.

    Thank you

  2. kmkaast March 20, 2017 at 9:13 am #

    Hi john ,
    I have done an assignment for formula to convert URL and email to domain name but its too long , is there a simple formula to do tht . Please consider upper & lower case , https:// and http:// and www. and subdomains( have to be lowercase at the end) also the inner page can be added on the Website field on the accounts page

    • JohnCoppedge March 20, 2017 at 1:02 pm #

      Not that I know of…

      Are you using FIND() to find HTTPS, HTTP, http://www., @ symbol for email? I would be surprised if the resulting formula was over the max limit, but feel free to post it

      • kmkaast March 20, 2017 at 8:17 pm #

        i created 1 formula for this but it exceeded the allowed characters so i created 2 formulas
        1 for the trimming and the other for converting the trimmed characters to domain and viewing on the UI:
        First formula function named Domain_name__c

        IF( CONTAINS(LOWER(Website), “www.”), TRIM(SUBSTITUTE( Website , LEFT(Website, FIND(“.”, Website)), NULL)),


        and second function is “Domain to lower function”
        IF(FIND(“/”, Domain_name__c)>0, LOWER(LEFT(Domain_name__c, FIND(“/”, Domain_name__c) – 1)), LOWER(Domain_name__c))

        which will be the domain name field .

        For the email

        SUBSTITUTE(Email, LEFT(Email, FIND(“@”, Email)), NULL)

        except for excluding the subdomains it wont get it right

        • JohnCoppedge March 22, 2017 at 8:56 pm #

          Yeah that’s about what I expected – I think you’re on the right track here (didn’t think that would exceed the formula limits). I can’t think of an easier way to accomplish this (assuming you’ve searched the communities for similar formulas)…

  3. malavika707 March 6, 2017 at 6:17 pm #

    Hi John,
    The flashcards say ‘Roll up Summary fields’ is the correct answer, but should this not be Cross Object formula since it’s rolled up value from another object?

    Q – Sales management at Universal Containers needs to display the information listed below on each account record. Amount of all closed won opportunities. Amount of all open opportunities. Which feature should a system administrator use to meet this requirement?
    • Workflow rules with field updates
    • Roll-up summary fields
    • Calculated columns in the related fields
    • Cross- object formula fields

    • JohnCoppedge March 7, 2017 at 4:37 pm #

      Rollup field is correct- as the account object would capture this information (this is where the rollup field would be displayed). If you wanted to display that information on the opportunity you would need a rollup and a cross-object formula (to display the rollup on the opp object)

  4. SACHIN1234@GMAIL.COM October 18, 2016 at 11:26 pm #

    Understanding Global Variables is showing “Document not found” error. Can you please update the link?

  5. mimou225 April 18, 2016 at 6:14 pm #


    I find this phrase in salesforce documentation but i’am enable to understand it, is ti possible to help me with some explanation please ? thanks. I can’t find case’s fileds in a account formula fileds

    Default value formulas for a record type can only reference fields for that record type. However, formula fields and formulas for approvals or rules for a record type can reference fields for that record type as well as any records that are related through a lookup or master-detail relationship. For example, a formula for a validation rule on opportunities can reference merge fields for accounts and campaigns as well as opportunities, and a formula field on accounts can reference fields for cases.

    • JohnCoppedge August 19, 2016 at 11:26 pm #

      Lets say you create a “Number of widgets” field on the opportunity.

      If you set the default value of that field you can’t reference other data – for example your default value could be “10” but not a formula such as account revenue * .10

      If you wanted to set that in a formula field – or set that value in a workflow rule after saving, you could

  6. November 30, 2015 at 3:14 pm #

    Hi John,
    I have the following scenario : a case has been created via web-to-case and the customer has entered their name, Phone and email on the web form.
    I created a process via process builder to automatically create a new contact. I tested and it is working, the name, Phone and email fields are correctly populated and the contact record is created.
    I am struggling to find how I can automatically map the new contact fields in the case?

    • JohnCoppedge December 1, 2015 at 1:31 am #

      You would probably need to use process builder to trigger a flow. The logic you’re suggesting is probably too complex for a flow as you have two steps:

      1. Create contact
      2. Update case to reference contact created

      Process builder can’t perform steps built on previous steps (unless there is a time delay). Definitely doable with Flow though, it will take an afternoon the learn the tool.

      • December 1, 2015 at 8:30 am #

        Ok thanks John, I managed to use Process Builder to create the contact and that is working fine.
        I do not know however how I can create step 2 though to update the case to reference the contact created, any thoughts on that?

      • December 1, 2015 at 10:30 am #

        John, just to let you know that I did not use the Flow in Process Builder. I used Create a Record instead and it is working for the automatic creation of a contact.
        Can I use Update a Record for step 2 ‘Case Update’ instead of building a Flow?

        • JohnCoppedge December 2, 2015 at 12:37 am #

          If process builder will let you pass the id of the created contact back to the next step… I don’t think it will do it, but give it a try. Would love to hear if it works. I suspect you may need a Flow however.

          • December 3, 2015 at 12:08 pm #

            I did not manage to get it to work in Process Builder so indeed it must be in Flow.
            Will give it a try when I have some more time and try to report back.

  7. shunt November 25, 2015 at 12:27 am #

    Thanks John! It worked.

  8. shunt November 23, 2015 at 5:33 pm #

    The Getting started with formulas video has been removed. Is there another video that covers the same content?

  9. Algy George August 13, 2014 at 6:07 pm #
    Latest Formula Ninjas

  10. Rob Hawthorn July 1, 2014 at 9:26 pm #

    Excellent, the best section.

    Rob Hawthorn
    Salesforce Administrator – London

  11. Thilaknath Ashok Kumar April 24, 2014 at 5:45 pm #

    Very Good MAterial Adding more exam related questions would make the course more interesting

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