Salesforce Admin · Salesforce Basic

How to get Picklist value in Formula Field.

When it comes to picklist in formula fields, there are few things which developer need to consider.

  1. Do you want picklist actual value (return text value)?
  2. Do you want to check if user has selected a specific value (return true or false.)?

There are 3 functions that can be used for different purpose to work with picklists in formula field.

  1. ISPICKVAL()
  2. CASE()
  3. TEXT()
Continue reading “How to get Picklist value in Formula Field.”
Salesforce Admin

Clickable Custom formula field (Relative vs Absolute)

Developers usually get strange requests from client to make some of the text clickable so that if a user clicks on that field in record it should redirect to detailed page of that record. We know that standard Name field already does similar task. However there will be a scenario where client uses Standard name field as auto number field and a custom field to save proper name and requests for a clickable link on the custom field and requests to make it clickable.

There are multiple ways in which we can perform this task. But in this blog we will see 2 ways using formula field.

One simple way that everyone follows is using a relative URL, where you can create a custom formula field and use relative URL with record Id.

Continue reading “Clickable Custom formula field (Relative vs Absolute)”