• Ryan Mastbergen 5
  • NEWBIE
  • 10 Points
  • Member since 2020

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 2
    Questions
  • 0
    Replies
/* If the record type is either lead, non converted lead, or employer group lead AND
               email field is populated (not blank) AND
               the lead is less than a year old, this field should be true */
            IF( RecordType.DeveloperName = "Lead" || 
              RecordType.DeveloperName = "Non_Converted_Lead" ||
              RecordType.DeveloperName = "Employer_Group_Lead" &&
              (NOT ISBlank(Email)) &&
              (TODAY()-DATEVALUE(CreatedDate)<= 365),
              True,
              False
            )

Hello,

I have a checkbox formula field on the Lead object that is not functioning as expected.  I only want the checkbox to be true if the lead is less than a year old (plus one of the record types stated).  However, it's still marking the records that are older than a year true.  Any suggestions would be helpful.
 

Thanks!

I am working on creating a new custom object called 'License Managment' that would automatically create a new record the first of every month. This way we have a 'snapshot' or history of our usuage.  I know you can pull these figures in a report, however is there a way to pull them into a field? 

The numbers I want to pull into a field are...
- Available Licenses
- Used Licenses