#Formulas27 debatiendo

THESE 4 CONDITIONS SHOULD MEET -

the outer most AND 

must be changing right now. 

Record Type Filter: This rule does not

apply to records with the record type Developer Name "Client_Retention_Opportunity". It runs on all other record types. 

Specific Stages: The new stage must be one of the following:

• Invested
• Closed – Committed
• Rated
• Lost to Competitor
• BlueBay Withdrew
• Client Withdrew
• Retained
• Redeemed
• Transitioned to RBC GAM

Missing Information: Either the Other_Details__c field OR the Reason__c field (or both) is blank.

Okay, if this is just a "once a year thing" and doing an annual update is not too much of a PITA 

Then using a Formula like this, and then updating it each November should work.  You can even build it out by adding ""placeholders" for future years, and fill in the values later 

Donation_Weight__c * 
CASE( YEAR ( CloseDate ),
2020, 1.87,
2021, 1.70,
2022, 1.74,
2023, 1.92,
2024, 0,
2025, 0,
2026, 0,
2027, 0,
2028, 0,
2029, 0,
NULL )

Hello @Heath Parks please have a look at this online help article on the same subject :

https://help.salesforce.com/s/articleView?id=sf.formula_examples_dates.htm&type=5

Find the Number of Weekdays Between Two Dates

Calculating how many weekdays passed between two dates is slightly more complex than calculating total elapsed days. In this example, weekdays are Monday through Friday. The basic strategy is to choose a reference Monday from the past and find out how many full weeks and any additional portion of a week have passed between the reference date and your date. These values are multiplied by five for a five-day work week, and then the difference between them is taken to calculate weekdays.

(5 * ( FLOOR( ( date_1 - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( date_1 - DATE( 1900, 1, 8), 7 ) ) )
-
(5 * ( FLOOR( ( date_2 - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD( date_2 - DATE( 1900, 1, 8), 7 ) ) )

PS : it will not handle if the case is in stand by within the overall period. It will just consider the difference between both dates

PPS : Could you please explain the IF rule you have mentioned on your post. How do you expect the calculation to be impacted ?

Eric

I don't know if there is a limit to the size of the Set variable, but I think there is a way to set all the target linked object Ids.

The resulting List variable has a LinkedEntityId field so you can identify the object that contains the file.

List<Account> accList = [SELECT Id FROM Account];
SET<Id> IdSet = new SET<Id>();
for (Account acc : accList) {
   IdSet.add(acc.Id);
}
List<ContentDocumentLink> ContentDocumentLinkList = [SELECT ContentDocumentId,Id,LinkedEntityId,ShareType FROM ContentDocumentLink WHERE LinkedEntityId =: IdSet];

Hi @Alex Nis, This formula is calculating the percentage contribution of an objects amount against the Account’s total USD valuation.ABS({!$Record.Amount__c}*{!$Record.Currency__r.USD_FX_Rate__c} / {!$Record.Account_Name__r.USD_Valuation_Total__c}) * 100 

Please see the explanation for the each part in the formula,

• Amount__c → The current record amount. 
• Currency__r.USD_FX_Rate__c → Exchange rate used to convert the amount into USD. 
• Amount__c * USD_FX_Rate__c → Converts the amount into USD value. 
• USD_Valuation_Total__c → Total USD valuation from the related Account. 
• / USD_Valuation_Total__c → Finds what portion of the total this record represents. 
• ABS(...) → Ensures the result is always positive, even if the amount is negative. 
• * 100 → Converts the decimal into a percentage. 

Example If Amount is 500 ,  FX Rate is 1.2  and Account Total USD Valuation is 6000 means, It would be,

(500 * 1.2) / 6000 * 100= 600 / 6000 * 100= 10%

So the formula returns 10%

Hope this works for you!

I should point out that the record type I am wanting to display a value against is one ('Site'), but the value/result is coming from 'Asset'.  So, If Site record 'A' contains an Asset Record A, B & C which is water related, then Site record A will contain water.  If Site 'A' doesn't contain any Asset records in it that are water related, then the result will be 'no'. 

My thought was I could create a formula lookup on asset record type, and then create another formula to display on site that looked up the value on assets within, but frustratingly salesforce won't let you create formulas looking up other formulas