• Timestamp field for a Dropdown filed - change in value

    Hello, I created a timestamp calculated field to see the date when Lead Status changes from A to B, however the timestamp field does not return any values. Here is the formula I added: ifElse(equal($status,"SQL"),date(""),date(toString(now())…
  • Calculating Call Due Dates

    I posted this in a different thread, but this is a new formula issue I'm having I need help on. ifElse( equal($keycontact_c,true), addDays($last_call_date_c, ifElse(equal(related($calls,"call_type_c"),"Account Management Call"), 30, ifElse(equal(related…
  • Calculated sum field with multiple conditions

    I am looking to create a calculated field that will find the sum of fields on related records if they meet 2 separate conditions. I'm able to use the rollupConditionalSum to account for one of the conditions, but I can't figure out how to include an additional…