Formula Examples

SALESFORCE ADMINISTRATION

2/21/20251 min read

Calculate days between Date/Time Field and Now or Today

In this example, the customer wanted to report and create list views based on the number of days since the Customer Invoice had been sent. This can be used to calculate the number of days between today and any date/time field.

From the appropriate object, create a formula field of
Field Type: Number
Set the Decimals to 0
Enter the following formula with the appropriate field in the highlighted space
Formula -- TODAY() - DATEVALUE (rtms__Date_Sent__c)

Carrier Quote Link for screen Flow

In this example, we want the carrier portal users to view loads from an available loads board (screen) and then click to go to the RFQ page.

From the appropriate object, create a formula field.
Field type = URL
Formula -- HYPERLINK('https://danielle-dev-ed.develop.my.site.com/email/s/carrier' & '?h=' & rtms__Hashcode__c & '&l=' & Id & '&a=rfq' & '&c=' & $User.ContactId, "Submit Quote")