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Troubleshoot a Formula That Includes Dates
Reach all star admin status by tackling more advanced Salesforce features.
Learn how to write clean, easy-to-understand formulas for complex use cases.
Learning Objectives
Understand the causes of common formula errors.
Troubleshoot advanced formula fields.
Syntax Errors
Even advanced formula gurus run into problems with their formulas occasionally. The most common formula errors are syntax errors. To check the syntax of your formula at any time, click Check Syntax.
Missing or Extra Parentheses
It’s easy to accidentally type an extra parenthesis in your formula or leave one out. This error is especially common when nesting logical statements such as IF(), AND(), and OR().
Field Does Not Exist
When it comes to syntax errors, the Advanced Formula Editor is your friend. It’s almost impossible to misspell the name of a field or a function when you’re using the Insert Operator or Insert Field button.
Incorrect Number of Parameters
If you use the incorrect number of parameters for a certain function, you run into syntax errors. Be extra careful with functions that take a variable number of parameters, like CASE().
Unknown Function
You also encounter errors when you misspell a function name or try to use a function that doesn’t exist.
Working with Different Data Types
When creating a formula, think of what type of data you want it to return before you write your formula. If your formula returns a data type other than the one you selected, you can’t save it.
Resources
#Trailhead: Lightning Experience Customization
#Salesforce_Developer: Apex Reserved Key Words
#Tips for Reducing Formula Size
#Examples of Advanced Formula Fields
#Tips on Building Formulas
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Advanced Formulas-Learn how to write clean, easy-to-understand formulas for complex use cases.
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