If you’ve navigated the Salesforce ecosystem for any length of time, you know that a web search for the right formula to meet your business needs is all in a day’s work. Digging through forums and knowledge bases for that perfect piece of code has become an integral part of the Salesforce professional’s toolkit. These …
Here are highlights from article Creating Complex Formulas From Scratch: Work Days per Month | Salesforce Ben
1. Introduction to complex formula fields in Salesforce:
– Searching for formula solutions is a common task for Salesforce professionals.
– Learning how to craft complex formulas can be more valuable than just copying and pasting.
2. Example formula: Work days per month calculation:
– Work days per month is a useful calculation for scheduling, project timelines, and financial forecasting.
– A complex formula for this calculation is provided in the article.
3. Deconstructing the formula step-by-step:
– The formula uses the date field “MyDateField__c” to determine the work days in a month.
– The first step is to find the start of the month using the “DATE” function.
– The second step is to find the end of the month by adding a month and subtracting one day.
– The third step is to find the first day of the first full week by determining the day of the week and adding the appropriate number of days.
4. Continuing the breakdown of the formula:
– The formula then calculates the number of full weeks in the month.
– It subtracts the weekends from the total number of days to get the total number of work days.
5. Creating formula fields in Salesforce:
– Each step in the breakdown creates a new formula field on the object where the date field exists.
– For example, if “MyDateField__c” is a field on the opportunity object, the formula fields would be created on the opportunity object.
You can read it here: https://sfdc.blog/qjEad
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