You need to sign in to do that
Don't have an account?
Sheena Gatzke
Formula Help - Picklists
Hello! I'm completely new to Salesforce and need help. Read a lot of the discussions but can't figure out what I need.
Okay, so I have a picklist field named 'Action' with various options.. I'll just call them Option 1, 2, 3, etc.
I need a formula that would do this:
((Total of all options - (Option 1, Option 4 & Option 7)) / (Total of all options - Option 3) = %
Help!! Please :)
Okay, so I have a picklist field named 'Action' with various options.. I'll just call them Option 1, 2, 3, etc.
I need a formula that would do this:
((Total of all options - (Option 1, Option 4 & Option 7)) / (Total of all options - Option 3) = %
Help!! Please :)
Otherwise, you need three roll-up summaries with filter criterias based on the option values.
COUNT Total of all options , COUNT (Option 1, Option 4 & Option 7) and COUNT Option 3
Enter your filter criteria if you want a selected group of records in your summary calculation. If your organization uses multiple languages, enter filter values in your organization's default language.
When you use picklists to specify filter criteria, the selected values are stored in the organization's default language. If you edit or clone existing filter criteria, first set the Default Language on the Company Information page to the same language that was used to set the original filter criteria. Otherwise, the filter criteria may not be evaluated as expected.
https://help.salesforce.com/articleView?id=fields_defining_summary_fields.htm&type=5 (https://help.salesforce.com/articleView?id=fields_defining_summary_fields.htm&type=5)
The maximum hard-coded limit for roll-up summary fields is 40 per object and cannot be increased above that.
https://help.salesforce.com/articleView?id=000334137&type=1&mode=1 (https://help.salesforce.com/articleView?id=000334137&type=1&mode=1)