salesforce interview preparation toolkit formula and validation rules in salesforce
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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 $e%ie&'1 A!it har!a 10thApr "01#
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Question : 1
SAP_Account_Id__c and Navison_Account_Id__c are two Text fields, Sell_to__c and Ship_to__c
are two checkboxes. The rule should ensure that a record which has either SAP_Account_Id__c or
Navison_Account_Id__c filled in or both!, can be saved onl" if either Sell_to__c and Ship_to__c or
both! are checked.
Solution :
#o to Setup$ 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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Question :
Validation rule for currenc wit" & decimal 2alues
,$ample :*alid( 1.66, 1.16, 1.61, 1.78
Not *alid( 1, 1.1, 1.6,1.65
Solution :
NO/'R,3,4'5rice((c-6789;789;=&>600
Question ? :
Appl" to for&ula to the field which depends on so&e other field. I created a picklist field which
contains /-9, +lass:A, +lass:/, +lass:+. If an"one selected /-9 in that picklist field then
auto&aticall" Ticket fare has to reflect as 166,if the" selected +lass:A then ;7 has to reflect and so
on.
Solution :
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Code :
IF'IS5IC.V*+' Seats(Cate@or((c- A!o$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 :
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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$cludin@ wee#ends%
+reate one for&ula field returns nu&ber! which will calculate +ase A)e In da"s! such that it will
keep incre&entin) until case is closed. If the case is closed it will stop countin). This excludes
weekends.
Solution :
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Formula :
Question B : Validation rules to 2alidate email address format%Since it is a text field, there is possibilit" that user will enter wron) e&ail address for e.).(
abcht.co& &issin) ?@?!. is there an" validation for&ula rule that can validate e&ail address for&at
can share here.
Solution :
Code :
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NO/'R,3,4' ,mail(Id((c -67a9E*989%(9;
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Code :
IF'INC+J,S'Multi(5ic#list((c- 6*60-1-80 IS/0AN Text2ield1__c ! , IS/0AN Text2ield__c ! ! ! !
Question 1? : ow can I split custom Customer Name te$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 :
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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
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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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