Salesforce Interview Preparation Toolkit Formula and Validation Rules in SalesForce

8/13/2019 Salesforce Interview Preparation Toolkit Formula and Validation Rules in SalesForce

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Salesforce Interview Preparation Toolkit

Formula and Validation Rules in SalesForce CRM

Description: BISP is committed to provide BEST learning material to the beginners and advance learners.

In the same series, we have prepared a complete end-to end Hands-on Beginners Gide !or

Sales"orce. The docment !ocses on some common interview #estions related to "ormlas

and $alidation %les. &oin or pro!essional training program and learn !rom e'perts.

History:Version Description Change Author Publish Date0.1 Initial Draft Chandra Prakash har!a 10thApr "01#0.1 $e%ie&'1 A!it har!a 10thApr "01#

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2/18

Question : 1

SAP_Account_Id__c and Navison_Account_Id__c are two Text fields, Sell_to__c and Ship_to__c

are two checkboxes. The rule should ensure that a record which has either SAP_Account_Id__c or

Navison_Account_Id__c filled in or both!, can be saved onl" if either Sell_to__c and Ship_to__c or

both! are checked.

Solution :

#o to Setup$ Create$ Objects$ Select ob%ect na&e'x( Sap Account!, then )o to down select

*alidation rule +lick on Newbutton, "ou can see below.

Then write here validation rule "ou can see below.

Note :If ou need !ot" c"ec# bo$ c"ec# use t"is Validation%

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4/18

Question :

Validation rule for currenc wit" & decimal 2alues

,$ample :*alid( 1.66, 1.16, 1.61, 1.78

Not *alid( 1, 1.1, 1.6,1.65

Solution :

NO/'R,3,4'5rice((c-6789;789;=&>600

Question ? :

Appl" to for&ula to the field which depends on so&e other field. I created a picklist field which

contains /-9, +lass:A, +lass:/, +lass:+. If an"one selected /-9 in that picklist field then

auto&aticall" Ticket fare has to reflect as 166,if the" selected +lass:A then ;7 has to reflect and so

on.

Solution :

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5/18

Code :

IF'IS5IC.V*+' Seats(Cate@or((c- A!o$A0-61886-IF'IS5IC.V*+'Seats(Cate@or((c- AClass9

*A0-6B6-IF'IS5IC.V*+'Seats(Cate@or((c- AClass9

!A0-686-IF'IS5IC.V*+'Seats(Cate@or((c-AClass9CA0-6&6-6860000

Result :

Question : Compare & c"ec#bo$es to complete a te$t field%

Need to co&pare the contents of checkbox fields. If the" both are checked, I want the new field to

displa" =>i)ital and Ph"sical=.

If the di)ital checkbox field is checked, but the ph"sical one is not, then I want to displa" =>i)ital

-nl"=.

If the ph"sical checkbox field is checked but the di)ital one is not, then I want to displa" =Ph"sical

-nl"=.

If neither fields are checked, then I want to displa" =Neither=.Solution :



6/18

Validation Rule :

Code :

IF( AND( Channel_Digital_Distribution__c == False, Channel_Physical_Fulfillment__c == False) ,

"Neither", IF( AND( Channel_Digital_Distribution__c == rue , Channel_Physical_Fulfillment__c ==

rue) , "Digital an! Physical", IF( Channel_Physical_Fulfillment__c == rue , "Physical nly",

IF(Channel_Digital_Distribution__c == rue , " Digital nly" , "False") ) ) )

Question D : Calculate Case *@e e$cludin@ wee#ends%

+reate one for&ula field returns nu&ber! which will calculate +ase A)e In da"s! such that it will

keep incre&entin) until case is closed. If the case is closed it will stop countin). This excludes

weekends.

Solution :



7/18

Formula :

Question B : Validation rules to 2alidate email address format%Since it is a text field, there is possibilit" that user will enter wron) e&ail address for e.).(

abcht.co& &issin) ?@?!. is there an" validation for&ula rule that can validate e&ail address for&at

can share here.

Solution :

Code :

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NO/'R,3,4' ,mail(Id((c -67a9E*989%(9;


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Code :

IF'INC+J,S'Multi(5ic#list((c- 6*60-1-80 IS/0AN Text2ield1__c ! , IS/0AN Text2ield__c ! ! ! !

Question 1? : ow can I split custom Customer Name te$t field into First Name and+ast Name%

He have +ontact us weblead! for& on our co&pan" website. In that contact us for& we haveasked onl" four fields Na&e, '&ail, Phone and State. Na&e field is feedin) custo& +usto&er

Na&e field T"pe Text , siDe 3 77!, '&ail field is feedin) Standard '&ail field, Phone is feedin)

Standard Phone field and State is feedin) Standard StateJProvince field in Sales2orce.

I a& tr"in) to &ake a workflow field update that split +usto&er Na&e and feed 2irst na&e and 0ast

na&e Standard fields

Solution :



14/18

Formula For First Name:

Formula For +ast Name :

*fter Sa2e /"is Jata :

Question 1 : Formula Field to counts e2ents for a compan

+reatin) a for&ula that counts events for a co&pan". The hitch is : if the =&eetin) t"pe= field

which is a custo& picklist! on the activit" record is =conference call= or =web &eetin)= : I do not

want it to count it.

I put to)ether the for&ula below : but it does not see& to be workin). An" help would be ver"appreciated.

I2 AN>Activit"_T"pe__c 3 ='vent=, - N-T ISPI+*A04eetin)_T"pe__c, =+onference

+all=!!, N-TISPI+*A04eetin)_T"pe__c, =Heb +onference=!!!!

, 1, 6!

Actiivt"_T"pe__+ is a text for&ula field that will either be ='vent= or =Task=.



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Solution :

Formula :

Code :

I2 AN>Activit"_T"pe__c 3 ='vent=, N-T-ISPI+*A04eetin)_T"pe__c, =+onference +all=!,

ISPI+*A04eetin)_T"pe__c, =Heb +onference=!!!!, 1, 6!

Question 1D : Calculate wee# of t"e mont"%

Hhat I actuall" want is suppose if I have 7 records created with the start date and end dates like..

1st... 1J1J61< to BJ1J61


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Formula :

Code :

+'I0IN# Start_>ate__c : >AT' L'A Start_>ate__c !, 4onth Start_>ate__c !, 1! M 1! J ;!

Question 1B : Remo2e w"ite spaces between two words in formula%

He currentl" have a workflow that creates a =du&&"= e&ail address when an e&ail address is not

provided in a lead or contact record. The business reuire&ent is for the e&ail address to be

2irstNa&e. 0astNa&e@+o&pan".no&ail. The proble& we?re runnin) into is that the e&ail fields do

not like an" spaces in the e&ail address, which is a proble& for co&panies with &ultiple words in

their na&e.. i.e. So&e /ur)er +orp. +ontact na&es also cause the sa&e issue.

The workflow uses a si&ple for&ula to set the value( 2irstNa&e M=.=M 0astNa&e M=@=M +o&pan"M=.=M =no&ail=

Is there a wa" to re&ove all white spaces in a concatenation for&ula

Solution :

Formula :



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Code :

SO/STITOT' 2irstNa&e__c , = =, ==!M=.=M SO/STITOT' 0astNa&e__c , = =, ==!M=@=M

SO/STITOT' +o&pan"__c , = =, ==! M=.=M =no&ail=

Question 1H: ritin@ comple$ 2alidation rule%

If 'sti&ated value 3 null

and Status picklist value 3faxed

and date fax sent is )reater than 11J1J615here?s what i wrote so far, but i see& to have an error so&ewhere as when i tr" to save a lead with

the first criterias but date fax sent older than 11J1J615 i still )et validated and cannot save lead.

Solution :

Code :

AN> IS/0AN 'sti&ated_*alue__c ! ,

ISPI+*A0 Status__c , =2axed=!,

>ate_2ax_Sent__c $ >AT'61


18/18

Question 1 : Contact Roles Reuired Conditional Rules%

Started usin) the +ontact oles euired for app, and I?ve setup the condition rule to include ( AN>

+reated>ate N-H!!,N-TPri&ar"_+ontact_Assi)ned__c!! but this is creatin) havoc on our

tea& since this rule forces "ou to add a pri&ar" contact role to all opportunities, even those fro& 7

"ears a)o. So now I?& tr"in) to create a conditional rule that will reuire a pri&ar" contact role for

opportunities created as of 1J1J615.Solution :

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Salesforce Interview Preparation Toolkit Formula and Validation Rules in SalesForce

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