Formulas

[SectionIntroduction]

[RCNotLoggedInNotAdmin][table id=12 /][/RCNotLoggedInNotAdmin]

[RCAdmin][table show_rows =all id=12 /]

[NextSection][/RCAdmin]

18 thoughts on “Formulas”

  1. hi

    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.

    1. 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

  2. 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?

    1. 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.

      1. 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?

      2. 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?

        1. 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.

          1. 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.

Leave a Reply