A formula can contain references to the values of source fields, operators, functions, literal values, or other formulas. Use any or all of these elements to build a formula.
| Element | Description |
|---|---|
| Literal Value | A text string or number you enter that is not calculated or changed. For example, if you have a value that’s always multiplied by 2% of an amount, your formula would contain the literal value of 2% of that amount: ROUND((Amount*0.02), 2) This example contains every possible part of a formula:
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| Field Reference | Reference the value of another custom or standard field using a merge field. The syntax for a merge field is field_name for a standard field or field_name__c for a custom field. The syntax for a merge field on a related object is object_name__r.field_name. Note: The Field Reference is case sensitive. |
| Global Variable | Currently the following global variables are supported in the field mappings - $User.Id, $User.UserName, $User.Email, $User.ProfileId. |
| Function | A system-defined formula that can require input from you and returns a value or values. For example, TODAY() does not require input but returns the current date. The TEXT(value) function requires your percent, number, or currency input and returns text. |
| Operator | A symbol that specifies the type of calculation to perform or the order in which to do it. For example, the + symbol specifies two values should be added. The open and close parentheses specify which expressions you want evaluated first. |
| Apex Class | A custom Apex class name that implements the package Apex interface pushtopics.TargetValueMapper to handle complex transformation logic. The format to be defined in the mapping is {!apexClassName}. |
| Operator | Description |
|---|---|
| + (Add) | Calculates the sum of two values. |
| - (Subtract) | Calculates the difference of two values. |
| * (Multiply) | Multiplies its values. |
| / (Divide) | Divides its values. |
| () (Open Parenthesis and Close Parenthesis) | Specifies that the expressions within the open parenthesis and close parenthesis are evaluated first. All other expressions are evaluated using standard operator precedence. |
| Operator | Description |
|---|---|
| == (Equal) | Evaluates if two values are equivalent. The = and == operators are interchangeable. |
| != (Not Equal) | Evaluates if two values aren’t equivalent. |
| < (Less Than) | Evaluates if a value is less than the value that follows this symbol. |
| > (Greater Than) | Evaluates if a value is greater than the value that follows this symbol. |
| <= (Less Than or Equal) | Evaluates if a value is less than or equal to the value that follows this symbol. |
| >= (Greater Than or Equal) | Evaluates if a value is greater than or equal to the value that follows this symbol. |
| && (AND) | Evaluates if two values or expressions are both true. Use this operator as an alternative to the logical function AND. |
| || (OR) | Evaluates if at least one of multiple values or expressions is true. Use this operator as an alternative to the logical function OR. |
| Operator | Description |
|---|---|
| & (Concatenate) | Connects two or more strings. |
| Operator | Description |
|---|---|
| $User.Id | Returns the Id of the currently running user in the current org. |
| $User.UserName | Returns the UserName of the currently running user in the current org. |
| $User.Email | Returns the Email of the currently running user in the current org. |
| $User.ProfileId | Returns the ProfileId of the currently running user in the current org. |
| Function | Description |
|---|---|
| ADD_DAYS | Returns the date that is the indicated number of days before or after a specified date/datetime. |
| ADD_MONTHS | Returns the date that is the indicated number of months before or after a specified date/datetime. If the specified date is the last day of the month, the resulting date is the last day of the resulting month. Otherwise, the result has the same date component as the specified date. |
| DATE | Returns a date value from year, month, and day values you enter. |
| DAY | Returns the day-of-month component of a Date/Datetime. |
| DAYSBETWEEN | Returns the date difference between the two days. |
| MONTH | Returns the month-of-year component of a Date/Datetime. |
| NOW | Returns a datetime representing the current moment. |
| TODAY | Returns the current date as a date data type. |
| YEAR | Returns the year component of a Date. |
| Function | Description |
|---|---|
| AND | Returns a TRUE response if all values are true; returns a FALSE response if one or more values are false. |
| IF | Determines if expressions are true or false. Returns a given value if true and another value if false. |
| IS_BLANK | Determines if an expression has a value and returns TRUE if it does not. If it contains a value, this function returns FALSE. |
| IS_NUMBER | Determines if a text value is a number and returns TRUE if it is. Otherwise, it returns FALSE. |
| NOT | Returns FALSE for TRUE and TRUE for FALSE. |
| OR | Determines if expressions are true or false. Returns TRUE if any expression is true. Returns FALSE if all expressions are false. |
| VALUE_IN | Checks if a value is equal to any of the compare_values. |
| Function | Description |
|---|---|
| MAX | Returns the highest number from a list of numbers. |
| MIN | Returns the lowest number from a list of numbers. |
| ROUND | Returns the nearest number to a number you specify, constraining the new number by a specified number of digits. |
| Function | Description |
|---|---|
| CONTAINS | Compares two arguments of text and returns TRUE if the first argument contains the second argument. If not, returns FALSE. |
| CONTAINS_IGNORE_CASE | Compares two arguments of text and returns TRUE if the first argument contains the second argument ignoring case. If not, returns FALSE. |
| ENDS_WITH | Determines if string ends with specific characters and returns TRUE if it does, case sensitive. |
| ENDS_WITH_IGNORE_CASE | Determines if string ends with specific characters and returns TRUE if it does, case insensitive. |
| ENDS_WITH | Determines if string ends with specific characters and returns TRUE if it does, case sensitive. |
| ENDS_WITH_IGNORE_CASE | Determines if string ends with specific characters and returns TRUE if it does, case insensitive. |
| ESCAPE_HTML4 | Escapes the characters in a String using HTML 4.0 entities. |
| ESCAPE_XML | Escapes the characters in a String using XML entities. |
| LAST_INDEX_OF | Returns the index of the last occurrence of the specified substring, starting from the character at index 0 and ending at the specified index. |
| LAST_INDEX_OF_IGNORE_CASE | Returns the index of the last occurrence of the specified substring regardless of case, starting from the character at index 0 and ending at the specified index. |
| LEFT | Returns the specified number of characters from the beginning of a text string. |
| LEN | Returns the number of characters in a specified text string. |
| REPLACE | Substitutes new text for old text in a text string. |
| RIGHT | Returns the specified number of characters from the end of a text string. |
| STARTS_WITH | Determines if text begins with specific characters and returns TRUE if it does. Returns FALSE if it doesn't. |
| STARTS_WITH_IGNORE_CASE | Determines if text begins with specific characters and returns TRUE if it does, ignoring case. Returns FALSE if it doesn't. |
| SUBSTRING | Returns a new String that begins with the character at the specified zero-based startIndex and extends to the character at endIndex - 1. |
| SUBSTRING_AFTER | Returns the substring that occurs after the first occurrence of the specified separator. |
| SUBSTRING_AFTER_LAST | Returns the substring that occurs after the last occurrence of the specified separator. |
| SUBSTRING_BEFORE | Returns the substring that occurs before the first occurrence of the specified separator. |
| SUBSTRING_BEFORE_LAST | Returns the substring that occurs before the last occurrence of the specified separator. |
| SUBSTRING_BETWEEN | Returns the substring that occurs between the two specified Strings. |
| TO_LOWER_CASE | Converts all letters in the specified text string to uppercase. Any characters that are not letters are unaffected by this function. |
| TO_UPPER_CASE | Converts all letters in the specified text string to uppercase. Any characters that are not letters are unaffected by this function. |
| TRIM | Removes the spaces and tabs from the beginning and end of a text string. |
| Function | Description |
|---|---|
| TO_BOOLEAN | Converts a string to a boolean. |
| TO_BLOB | Converts a text string to a blob. |
| TO_DATE | Returns a date value for a datetime or text expression. |
| TO_DATETIME | Returns a datetime value for a text expression in the ISO 8601 format. |
| TO_DECIMAL | Converts a text string to a decimal. |
| TO_INTEGER | Converts a string/decimal/double/float/integer value to an integer. |
| TO_STRING | Converts a percent, number, date, date/time, or currency type field into text anywhere formulas are used, equals to String.valueOf in APEX. |
| Function | Description |
|---|---|
| AGG_AVG | Returns the average value of a numeric field matching the query criteria(optional) on the aggregate object. |
| AGG_COUNT | Returns the number of rows matching the query criteria(optional) on the aggregate object. |
| AGG_COUNT_DISTINCT | Returns the number of distinct non-null field values matching the query criteria(optional) on the aggregate object. |
| AGG_MAX | Returns the maximum value of a field matching the query criteria(optional) on the aggregate object. |
| AGG_MIN | Returns the minimum value of a field matching the query criteria(optional) on the aggregate object. |
| AGG_SUM | Returns the total sum of a numeric field matching the query criteria(optional) on the aggregate object. |
| Function | Description |
|---|---|
| SCRAMBLE | Returns the field value on a random record within the retrieved source data. |
| RANDOMIZE | Masks the input value randomly based on the data types. |
| RANDOM_ITEM | Return a random item from the provided values in the parameters. |
| Function | Description |
|---|---|
| TRIGGER_FLIPPER | Flip the assigned boolean field to a default value in a before insert/update trigger and track it in memory, if the default_value is different than the field's current value or evaluated_value if provided. |
| TRIGGER_IS_CHANGED | Checks the provided field_names, if any field is changed in the update DML operation, returns true. |
| TRIGGER_IS_CHANGED_FROM | Checks the provided field_name, if the field is changed in the update DML operation, and the old value is among one of the provided old_value, returns true. |
| TRIGGER_IS_CHANGED_TO | Checks the provided field_name, if the field is changed in the update DML operation, and the old value is among one of the provided old_value, returns true. |
| TRIGGER_IS_FLIPPED | Checks if the provided field_name was flipped by the TRIGGER_FLIPPER function in a before insert/update trigger Executable prior to this evaluation. |
| TRIGGER_OLD_VALUE | Returns the old value of the specified field in an update trigger. |
| Function | Description |
|---|---|
| BLANK_VALUE | Determines if an expression has a value and returns a substitute expression if it doesn’t. If the expression has a value, returns the value of the expression. |
| HAS_PERMISSION | Determines if the current running user has a custom permission in the current org. |
| MAP_VALUE_CONTAINS | Evaluate each substring against the value provided in the first parameter, returning the corresponding value if the string includes the substring, or a default value if it does not. |
| MAP_VALUE_CONTAINS_IGNORE_CASE | Evaluate each substring against the value provided in the first parameter, case insensitive, and returning the corresponding value if the string includes the substring, or a default value if it does not. |
| MAP_VALUE_EQUALS | Evaluate each compare_value against the value provided in the first parameter, returning the corresponding value if the value equals the compare_string, or a default value if it does not. This function takes any type of parameters and compare uses the "=" sign underneath, other than just strings, which is different than other MAP_VALUE_ functions. |
| MAP_VALUE_STARTS_WITH | Evaluate each substring against the value provided in the first parameter, returning the corresponding value if the string starts with the substring, or a default value if it does not. |
| MAP_VALUE_STARTS_WITH_IGNORE_CASE | Evaluate each substring against the value provided in the first parameter, case insensitive, and returning the corresponding value if the string starts with the substring, or a default value if it does not. |
| VLOOKUP | Returns a value by looking up a related value on a custom object similar to the VLOOKUP() Excel function. |