Mfcttrf

"I you already know": is this proper English?

Explanation for a joke about a three-legged dog that walks into a bar

Inadvertently nuked my disk permission structure - why?

Why is chess failing to attract big name sponsors?

High income, sudden windfall

How can I tell if there was a power cut while I was out?

Timing/Stack question about abilities triggered during combat

How do I run a game when my PCs have different approaches to combat?

This message is flooding my syslog, how to find where it comes from?

Replacing tongue and groove floorboards: but can't find a match

A fictional island on Earth with "longer" springs and autumns

How can I prevent corporations from growing their own workforce?

expansion with *.txt in the shell doesn't work if no .txt file exists

Commercial jet accompanied by small plane near Seattle

Is it correct to translate English noun adjuncts into adjectives?

Why was Sauron not trying to find the Ring, and instead of preparing for war?

How may I concisely assign different values to a variable, depending on another variable?

Need help with the Formula Field in Salesforce. I must have not entered the formula properly. Need help

Is it legal for private citizens to "impound" e-scooters?

How can I receive packages while in France?

Time travel novel: machine makes clones, clones battle to be the one to get back their life

Trapped in an ocean Temple in Minecraft?

Grid/table with lots of buttons

Examples of simultaneous independent breakthroughs

Need help with the Formula Field in Salesforce. I must have not entered the formula properly. Need help

Apex Test not updating parent object field based on child object formula fieldsSalesForce Report, to return contacts who have attended 3+ CampaignsFormula field in Campaign Member SectionHow to assign new object to a queue using Process Builder, without using the queue ID?Formula field not calculating properly with nullNeed Help with Formula(Currency)Report Filter Question: Display all records inserted after certain time from datetime fieldCheckbox formula returning #Error when True, correct False value when FalseCompare email to a listProcess Builder formula only partially evaluates(Edited version after trying with one of the proposed solutions)

.everyoneloves__top-leaderboard:empty,.everyoneloves__mid-leaderboard:empty,.everyoneloves__bot-mid-leaderboard:empty margin-bottom:0;

1

For the purpose of having a prospect list as a report, I would like to show up in the report only leads/contacts in a campaign member list owned by the logged in User AND the leads owned by a queue. So I created a formula field as a checkbox and added it to the report as a filter. Here the formula:

AND( Lead.Owner:Queue.Id="3D00G50000002l3Sw",
 IF($User.Id=Contact.OwnerId, TRUE,
 IF($User.Id=Lead.Owner:User.Id, TRUE,
 IF($User.Id=Contact.Account.OwnerId, TRUE,
 FALSE
))))

formula

share|improve this question

edited 8 hours ago

Bartosz Śliwiński

60622 silver badges1212 bronze badges

asked 8 hours ago

DRoseDRose

1533 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Is the formula saving? If so, how does its output differ from what you're expecting?
  
  – Thomas Taylor
  8 hours ago
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  formula is saving but output is null. I am making it as a dynamic report
  
  – DRose
  8 hours ago
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  formula is saving but output is null. I am making it as a dynamic report. Condition for OR I am the lead owner, show me the lead in the report OR I am the contact owner, show me the contact in the report, OR I am the account owner, but not the contact owner, still show me the contact in the report AND No matter what is true above show me all leads owned by X queue So as a result I should have at least in my report the leads owned by the queue
  
  – DRose
  7 hours ago
  

  
  
  
  

add a comment | 

1

For the purpose of having a prospect list as a report, I would like to show up in the report only leads/contacts in a campaign member list owned by the logged in User AND the leads owned by a queue. So I created a formula field as a checkbox and added it to the report as a filter. Here the formula:

AND( Lead.Owner:Queue.Id="3D00G50000002l3Sw",
 IF($User.Id=Contact.OwnerId, TRUE,
 IF($User.Id=Lead.Owner:User.Id, TRUE,
 IF($User.Id=Contact.Account.OwnerId, TRUE,
 FALSE
))))

formula

share|improve this question

edited 8 hours ago

Bartosz Śliwiński

60622 silver badges1212 bronze badges

asked 8 hours ago

DRoseDRose

1533 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Is the formula saving? If so, how does its output differ from what you're expecting?
  
  – Thomas Taylor
  8 hours ago
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  formula is saving but output is null. I am making it as a dynamic report
  
  – DRose
  8 hours ago
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  formula is saving but output is null. I am making it as a dynamic report. Condition for OR I am the lead owner, show me the lead in the report OR I am the contact owner, show me the contact in the report, OR I am the account owner, but not the contact owner, still show me the contact in the report AND No matter what is true above show me all leads owned by X queue So as a result I should have at least in my report the leads owned by the queue
  
  – DRose
  7 hours ago
  

  
  
  
  

add a comment | 

For the purpose of having a prospect list as a report, I would like to show up in the report only leads/contacts in a campaign member list owned by the logged in User AND the leads owned by a queue. So I created a formula field as a checkbox and added it to the report as a filter. Here the formula:

AND( Lead.Owner:Queue.Id="3D00G50000002l3Sw",
 IF($User.Id=Contact.OwnerId, TRUE,
 IF($User.Id=Lead.Owner:User.Id, TRUE,
 IF($User.Id=Contact.Account.OwnerId, TRUE,
 FALSE
))))

formula

share|improve this question

edited 8 hours ago

Bartosz Śliwiński

60622 silver badges1212 bronze badges

asked 8 hours ago

DRoseDRose

1533 bronze badges

AND( Lead.Owner:Queue.Id="3D00G50000002l3Sw",
 IF($User.Id=Contact.OwnerId, TRUE,
 IF($User.Id=Lead.Owner:User.Id, TRUE,
 IF($User.Id=Contact.Account.OwnerId, TRUE,
 FALSE
))))

share|improve this question

edited 8 hours ago

Bartosz Śliwiński

60622 silver badges1212 bronze badges

asked 8 hours ago

DRoseDRose

1533 bronze badges

share|improve this question

edited 8 hours ago

Bartosz Śliwiński

60622 silver badges1212 bronze badges

asked 8 hours ago

DRoseDRose

1533 bronze badges

edited 8 hours ago

Bartosz Śliwiński

60622 silver badges1212 bronze badges

edited 8 hours ago

Bartosz Śliwiński

60622 silver badges1212 bronze badges

asked 8 hours ago

DRoseDRose

1533 bronze badges

asked 8 hours ago

DRoseDRose

1533 bronze badges

2 Answers
2

active

oldest

votes

2

Bartosz's advice about using the the Queue Developer Name is good, but there are a couple other issues here. (Incidentally, the problem with your Queue Id is that it has "3D" at the front, probably from copying it out of an encoded URL. "00G50000002l3Sw" is probably the Queue Id you're looking for, but, use the developer name.)

First, and most important, is that you are using AND(), which means that all of the conditions listed have to be TRUE for the checkbox to be TRUE. It's not possible for a Lead to be owned both by a queue and the current user, so your formula as written will always be FALSE. You want any one of the conditions to make the checkbox formula TRUE, so you need to use OR().

Another point, not really an error, is that checks for equality are inherently TRUE or FALSE; you don't need to wrap them in an IF() to determine that.

So, that gets us to:

OR(Lead.Owner:Queue.DeveloperName = "QueueDevName", 
$User.Id=Contact.OwnerId, 
$User.Id=Lead.Owner:User.Id, 
$User.Id=Contact.Account.OwnerId)

share|improve this answer

answered 7 hours ago

Thomas TaylorThomas Taylor

3,4611414 silver badges3535 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Thanks for the help.
  
  – DRose
  7 hours ago
  

  
  
  
  


• 
  
  
  

  
  1
  

  
  
  
  
  
  

  
  
  Personally, I avoid use of those horridly confusing AND and OR functions and stick with something like "Lead.Owner:Queue.DeveloperName = "QueueDevName" || $User.Id=Contact.OwnerId || $User.Id=Lead.Owner:User.Id || $User.Id=Contact.Account.OwnerId", but then I'm a programmer rather than business analyst :D
  
  – Phil W
  7 hours ago
  

  
  
  
  

add a comment | 

1

First of all 3D00G50000002l3Sw is definetely not a Queue's Id, so probably that's where you are having issues. Also: as a general rule, try not to use hardcoded Ids anywhere in Salesforce because they may change (e.g. during deployment to another environment). Instead use DeveloperName or similar field. Try using this formula:

AND( Lead.Owner:Queue.DeveloperName="Developer_Name_Of_Your_Queue",
 IF($User.Id=Contact.OwnerId, TRUE,
 IF($User.Id=Lead.Owner:User.Id, TRUE,
 IF($User.Id=Contact.Account.OwnerId, TRUE,
 FALSE
))))

And change Developer_Name_Of_Your_Queue to whatever your Queue's Developer Name is.

share|improve this answer

answered 8 hours ago

Bartosz ŚliwińskiBartosz Śliwiński

60622 silver badges1212 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  thanks for the help
  
  – DRose
  7 hours ago
  

  
  
  
  

add a comment | 

Your Answer

StackExchange.ready(function()
var channelOptions =
tags: "".split(" "),
id: "459"
;
initTagRenderer("".split(" "), "".split(" "), channelOptions);

StackExchange.using("externalEditor", function()
// Have to fire editor after snippets, if snippets enabled
if (StackExchange.settings.snippets.snippetsEnabled)
StackExchange.using("snippets", function()
createEditor();
);

else
createEditor();

);

function createEditor()
StackExchange.prepareEditor(
heartbeatType: 'answer',
autoActivateHeartbeat: false,
convertImagesToLinks: false,
noModals: true,
showLowRepImageUploadWarning: true,
reputationToPostImages: null,
bindNavPrevention: true,
postfix: "",
imageUploader:
brandingHtml: "Powered by u003ca class="icon-imgur-white" href="https://imgur.com/"u003eu003c/au003e",
contentPolicyHtml: "User contributions licensed under u003ca href="https://creativecommons.org/licenses/by-sa/3.0/"u003ecc by-sa 3.0 with attribution requiredu003c/au003e u003ca href="https://stackoverflow.com/legal/content-policy"u003e(content policy)u003c/au003e",
allowUrls: true
,
onDemand: true,
discardSelector: ".discard-answer"
,immediatelyShowMarkdownHelp:true
);



);

draft saved

draft discarded

Sign up or log in

StackExchange.ready(function ()
StackExchange.helpers.onClickDraftSave('#login-link');
);

Sign up using Google

Sign up using Facebook

Sign up using Email and Password

Post as a guest

Name

Email

Required, but never shown

StackExchange.ready(
function ()
StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fsalesforce.stackexchange.com%2fquestions%2f271252%2fneed-help-with-the-formula-field-in-salesforce-i-must-have-not-entered-the-form%23new-answer', 'question_page');

);

Post as a guest

Name

Email

Required, but never shown

2

Bartosz's advice about using the the Queue Developer Name is good, but there are a couple other issues here. (Incidentally, the problem with your Queue Id is that it has "3D" at the front, probably from copying it out of an encoded URL. "00G50000002l3Sw" is probably the Queue Id you're looking for, but, use the developer name.)

First, and most important, is that you are using AND(), which means that all of the conditions listed have to be TRUE for the checkbox to be TRUE. It's not possible for a Lead to be owned both by a queue and the current user, so your formula as written will always be FALSE. You want any one of the conditions to make the checkbox formula TRUE, so you need to use OR().

Another point, not really an error, is that checks for equality are inherently TRUE or FALSE; you don't need to wrap them in an IF() to determine that.

So, that gets us to:

OR(Lead.Owner:Queue.DeveloperName = "QueueDevName", 
$User.Id=Contact.OwnerId, 
$User.Id=Lead.Owner:User.Id, 
$User.Id=Contact.Account.OwnerId)

share|improve this answer

answered 7 hours ago

Thomas TaylorThomas Taylor

3,4611414 silver badges3535 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Thanks for the help.
  
  – DRose
  7 hours ago
  

  
  
  
  


• 
  
  
  

  
  1
  

  
  
  
  
  
  

  
  
  Personally, I avoid use of those horridly confusing AND and OR functions and stick with something like "Lead.Owner:Queue.DeveloperName = "QueueDevName" || $User.Id=Contact.OwnerId || $User.Id=Lead.Owner:User.Id || $User.Id=Contact.Account.OwnerId", but then I'm a programmer rather than business analyst :D
  
  – Phil W
  7 hours ago
  

  
  
  
  

add a comment | 

2

Bartosz's advice about using the the Queue Developer Name is good, but there are a couple other issues here. (Incidentally, the problem with your Queue Id is that it has "3D" at the front, probably from copying it out of an encoded URL. "00G50000002l3Sw" is probably the Queue Id you're looking for, but, use the developer name.)

First, and most important, is that you are using AND(), which means that all of the conditions listed have to be TRUE for the checkbox to be TRUE. It's not possible for a Lead to be owned both by a queue and the current user, so your formula as written will always be FALSE. You want any one of the conditions to make the checkbox formula TRUE, so you need to use OR().

Another point, not really an error, is that checks for equality are inherently TRUE or FALSE; you don't need to wrap them in an IF() to determine that.

So, that gets us to:

OR(Lead.Owner:Queue.DeveloperName = "QueueDevName", 
$User.Id=Contact.OwnerId, 
$User.Id=Lead.Owner:User.Id, 
$User.Id=Contact.Account.OwnerId)

share|improve this answer

answered 7 hours ago

Thomas TaylorThomas Taylor

3,4611414 silver badges3535 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Thanks for the help.
  
  – DRose
  7 hours ago
  

  
  
  
  


• 
  
  
  

  
  1
  

  
  
  
  
  
  

  
  
  Personally, I avoid use of those horridly confusing AND and OR functions and stick with something like "Lead.Owner:Queue.DeveloperName = "QueueDevName" || $User.Id=Contact.OwnerId || $User.Id=Lead.Owner:User.Id || $User.Id=Contact.Account.OwnerId", but then I'm a programmer rather than business analyst :D
  
  – Phil W
  7 hours ago
  

  
  
  
  

add a comment | 

Bartosz's advice about using the the Queue Developer Name is good, but there are a couple other issues here. (Incidentally, the problem with your Queue Id is that it has "3D" at the front, probably from copying it out of an encoded URL. "00G50000002l3Sw" is probably the Queue Id you're looking for, but, use the developer name.)

First, and most important, is that you are using AND(), which means that all of the conditions listed have to be TRUE for the checkbox to be TRUE. It's not possible for a Lead to be owned both by a queue and the current user, so your formula as written will always be FALSE. You want any one of the conditions to make the checkbox formula TRUE, so you need to use OR().

Another point, not really an error, is that checks for equality are inherently TRUE or FALSE; you don't need to wrap them in an IF() to determine that.

So, that gets us to:

OR(Lead.Owner:Queue.DeveloperName = "QueueDevName", 
$User.Id=Contact.OwnerId, 
$User.Id=Lead.Owner:User.Id, 
$User.Id=Contact.Account.OwnerId)

share|improve this answer

answered 7 hours ago

Thomas TaylorThomas Taylor

3,4611414 silver badges3535 bronze badges

OR(Lead.Owner:Queue.DeveloperName = "QueueDevName", 
$User.Id=Contact.OwnerId, 
$User.Id=Lead.Owner:User.Id, 
$User.Id=Contact.Account.OwnerId)

share|improve this answer

answered 7 hours ago

Thomas TaylorThomas Taylor

3,4611414 silver badges3535 bronze badges

answered 7 hours ago

Thomas TaylorThomas Taylor

3,4611414 silver badges3535 bronze badges

answered 7 hours ago

Thomas TaylorThomas Taylor

3,4611414 silver badges3535 bronze badges

1

First of all 3D00G50000002l3Sw is definetely not a Queue's Id, so probably that's where you are having issues. Also: as a general rule, try not to use hardcoded Ids anywhere in Salesforce because they may change (e.g. during deployment to another environment). Instead use DeveloperName or similar field. Try using this formula:

AND( Lead.Owner:Queue.DeveloperName="Developer_Name_Of_Your_Queue",
 IF($User.Id=Contact.OwnerId, TRUE,
 IF($User.Id=Lead.Owner:User.Id, TRUE,
 IF($User.Id=Contact.Account.OwnerId, TRUE,
 FALSE
))))

And change Developer_Name_Of_Your_Queue to whatever your Queue's Developer Name is.

share|improve this answer

answered 8 hours ago

Bartosz ŚliwińskiBartosz Śliwiński

60622 silver badges1212 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  thanks for the help
  
  – DRose
  7 hours ago
  

  
  
  
  

add a comment | 

1

First of all 3D00G50000002l3Sw is definetely not a Queue's Id, so probably that's where you are having issues. Also: as a general rule, try not to use hardcoded Ids anywhere in Salesforce because they may change (e.g. during deployment to another environment). Instead use DeveloperName or similar field. Try using this formula:

AND( Lead.Owner:Queue.DeveloperName="Developer_Name_Of_Your_Queue",
 IF($User.Id=Contact.OwnerId, TRUE,
 IF($User.Id=Lead.Owner:User.Id, TRUE,
 IF($User.Id=Contact.Account.OwnerId, TRUE,
 FALSE
))))

And change Developer_Name_Of_Your_Queue to whatever your Queue's Developer Name is.

share|improve this answer

answered 8 hours ago

Bartosz ŚliwińskiBartosz Śliwiński

60622 silver badges1212 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  thanks for the help
  
  – DRose
  7 hours ago
  

  
  
  
  

add a comment | 

First of all 3D00G50000002l3Sw is definetely not a Queue's Id, so probably that's where you are having issues. Also: as a general rule, try not to use hardcoded Ids anywhere in Salesforce because they may change (e.g. during deployment to another environment). Instead use DeveloperName or similar field. Try using this formula:

AND( Lead.Owner:Queue.DeveloperName="Developer_Name_Of_Your_Queue",
 IF($User.Id=Contact.OwnerId, TRUE,
 IF($User.Id=Lead.Owner:User.Id, TRUE,
 IF($User.Id=Contact.Account.OwnerId, TRUE,
 FALSE
))))

And change Developer_Name_Of_Your_Queue to whatever your Queue's Developer Name is.

share|improve this answer

answered 8 hours ago

Bartosz ŚliwińskiBartosz Śliwiński

60622 silver badges1212 bronze badges

AND( Lead.Owner:Queue.DeveloperName="Developer_Name_Of_Your_Queue",
 IF($User.Id=Contact.OwnerId, TRUE,
 IF($User.Id=Lead.Owner:User.Id, TRUE,
 IF($User.Id=Contact.Account.OwnerId, TRUE,
 FALSE
))))

share|improve this answer

answered 8 hours ago

Bartosz ŚliwińskiBartosz Śliwiński

60622 silver badges1212 bronze badges

answered 8 hours ago

Bartosz ŚliwińskiBartosz Śliwiński

60622 silver badges1212 bronze badges

answered 8 hours ago

Bartosz ŚliwińskiBartosz Śliwiński

60622 silver badges1212 bronze badges