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calculating weekdays in salesforce

textfixer.com

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Calculate weekday count between 2 dates

#Calculate weekday count between 2 dates

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Formula field to look up text field from a custom object

​how to create Formula field to look up text field from a custom object

#how to create Formula field to look up text field from a custom object

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Saleforce Button Parameters

How to saveURL, cancelURL, retURL in custom Salesforce button and why.

saveURL, cancelURL and retURL important when you create custom buttons.

A Salesforce page renders with a specific URL that can look like this:

https://cs19.Salesforce.com/001L000000iNUCrIMO/e?retURL=%4F001L000000iNUCrIAX

https://cs19.salesforce.com/ — the salesforce domain name with the subdomain, cs19, being the specific server instance that your org's footprint is hosted on. If you have integrated SSO credentials then your subdomain can be custom named via the following context, https://customS

001L000000iNUCrIAO — the account record id

/e — the action for the record, e stands for edit in this case from salesforce

? … — everything after the ? is the query string, which begins with a ? and is & delimited with key = value pairs, e.g. ?a=b&c=d&e=f, we have 3 variables being set: a which is set to b, c which is set to d and e which is set to f

so here a is a key and b is a value.

retURL=%2F001L000000iNUCrIAO – the URL you want to redirect the user to when he clicks CANCEL Button. %2F denotes a ‘/’ and the merge field {!Account.Id} gives the Account to redirect to after clicked the Cancel Button

saveURL – similar to retURL except that it defines the URL to redirect to after the user clicks ‘SAVE Button’.

Save button is as follows:

Is there a saveURL URL parameter set? If so, redirect to that.

Is there a retURL URL parameter set? If so, redirect to that.

Redirect to /home/home.jsp

Note: The behavior is slightly different if we’re creating a new record.

Cancel button is as follows:

Is there a cancelURL URL parameter set? If so, redirect to that.

Is there a retURL URL parameter set? If so, redirect to that.

Redirect to /home/home.jsp

When saving a new record, you can use the saveURL parameter:

{!URLFOR($Action.Contact.NewContact, c.id, [‘saveURL’=’/home/home.jsp’])}

When editing an existing record, you can use the retURL parameter:

{!URLFOR($Action.Event.Edit, c.id, [‘retURL’=’/home/home.jsp’])}

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Force validation rules

How to force validation rules for formula-based buttons

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retURL vs saveURL? When and how to use

#retURL vs saveURL

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Salesforce retURL not working

Salesforce retURL not working?

#Salesforce retURL not working

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Date formats in Formula

How to change TODAY() date formats in Formula to reflecr MMDDYYYY

#How to change date formats in Formula

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SOQL queries in Salesforce formulas

How to write SOQL queries in Salesforce formulas.

#How to write SOQL queries in Salesforce formulas.

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Multivariable CASE

How to nest in multiple variables into an IF or a Case formula

#How to nest in multiple variables into an IF or a Case formula

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Salesforce Formulas to Concatenate

Concatenation example: “OpportunityClosed_Date__c-” & Opportunity_Name & “-” & Opportunity_Amount When you Concatenate what you’re doing is joining fields, expressions, and values into a standard common string.

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= and == (Equal) vs. ISBLANK

In writing Salesforce formulas, = vs. == are interchangable. However, if you’re looking for a NULL then do not use them. Instead use ISBLANK ().

IF(Probability =1, ROUND(Amount*0.02, 2), 0) This formula calculates any opportunity whose probability is at 100% (=1) & calculates the Opportunity Amount, (Amount) by multiplying by 0.02 to gain the 2% commission rate. Otherwise, every other opportunity has a commission value of 0. Notice the placement of the parenthesis.

#Evaluates if two values are equivalent. The = and == operator are interchangeable. #Calculate closed opportunity's commission rate

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Salesforce Hyperlink Formula Syntax

Hyperlink formula fields are Text Type.

Always include the web protocol and the URL in quotes, followed by the its labeling text  HYPERLINK("http://www.salesforce.com", "salesforce").

When you’re hyperlinking to actual Salesforce pages, we call this the URI, or relative URL, simply because you are not writing out the full web protocol and URL. Instead, exclude your Salesforce’s instance’s value and the trailing .salesforce.com, instead input only what comes after the .com. For example, https://yourInstance.salesforce.com/00Z/a, then the URI to include is actually just “/00Z/a”. Relative links allow the hyperlink to work correctly on all Salesforce pages. Use the relative URL in a hyperlink formula to add it to a search layout. Make sure to include forward slash at the start of your URI.

Avoid using  LEN, LEFT, or RIGHT on HYPERLINK text functions results.

No JavaScript can be included for security reasons.

Use the $Api variable to reference API URLs.

Remove the brackets, [ ], from your formula before validating it.

The target parameter is optional. If you do not specify a target, the link opens in a new browser window.

Target paremeters: _blankDisplays go in a new unnamed window. _selfDisplays go in the same frame or window as the element that refers to it. _parentDisplays go in the immediate frameset parent of the current frame. This value is the same as _self if the current frame has no parent. _topDisplays go  in the full original window, canceling any other frames. This value is the same as _self if the current frame has no parent.For more information on basic HTML tags, consult an HTML reference on the Internet.

#How to write hyperlink formulas in Salesforce #Salesforce Hyperlink Formulas

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Hyperlink Formulas

HYPERLINK("/00U/e? retURL=%2F006x0000001T8Om&what_id=" & Id, "Create Event")

Salesforce hyperlink formula example above is a HYPERLINK(url, friendly_name [,target]) and replace url with the Web address, replace friendly_name with the link text, and, optionally, replace target with the window or frame in which to display the content. The URL in this case is actually the URI for Salesforce.

#Creates a link to a URL specified that is linkable from the text specified.

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Text Validation to verify Web Site Extension

Sample Salesforce formula below shows lookup to validate that the last 4 digits to an inputted website are correctly matched to specific variations of domain extensions. Remember that formulas are case-sensitive so therefore we have to account for all of the variations. in this case we left out “.Com” vs. “.Org” vs. “.Net” variations so you can add them as needed. 

AND( RIGHT( Web_Site__c, 4) <> ".COM", RIGHT( Web_Site__c, 4) <> ".com", RIGHT( Web_Site__c, 4) <> ".ORG", RIGHT( Web_Site__c, 4) <> ".org", RIGHT( Web_Site__c, 4) <> ".NET", RIGHT( Web_Site__c, 4) <> ".net", RIGHT( Web_Site__c, 6) <> ".CO.UK", RIGHT( Web_Site__c, 6) <> ".co.uk" )

#Validates a custom field called Web Site to ensure its last four characters are in an explicit set of valid website extensions

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Enforce Numerical Formats

Salesforce Formula Sample below enforces specific formats for inputted numerical values. Example 1 Salesforce Sample Formula to enforce  social security number format.

NOT( OR( ISBLANK(Social_Security_Number__c), REGEX( Social_Security_Number__c , "[0-9]{3}-[0-9]{2}-[0-9]{4}") ) )

Logic: Three single digits (0-9):\\d{3} • A dash • Two single digits (0-9):\\d{2} • A dash • Four single digits (0-9):\\d{4} Example 2 Salesforce Formula Example to enforce credit card number format.

NOT( REGEX( Credit_Card_Number__c , "(((\\d{4}-){3}\\d{4})|\\d{16})?")) Logic: Four digits (0-9) followed by a dash: \\d{4}- • The aforementioned pattern is repeated three times by wrapping it in () {3} • Four digits (0-9) • The OR character (|) allows an alternative pattern of 16 digits of zero through nine with no dashes: \\d{16} Example 3 Salesforce formula to enforce IP address format. NOT( REGEX( IP_Address__c, Formula: "^((25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?)\\.) {3}(25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?)$" ))

#Validates that a custom text field called SSN is formatted in 999-99-9999 number format (if it is not blank) #Validates that a custom text field called Credit_Card_Number is formatted in 9999-9999-9999-9999 or 9999999999999999 number format when it i

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Sample Salesforce Formula below enforces a check-box action before a User can continue on with value input to another field. In Salesforce example below, we use the “I accept conditions” as the box that needed to be checked first before the user can proceed.

AND( NOT( I_accept_conditions__c ), Number_of_Days__c > $User.PTO_Balance__c )

#Uses a checkbox labeled “I accept terms” to force the user to select a checkbox in order to enter a value called Number of Days that exceeds