[SalesForce] Formula to find Minimum date value of current month in date field across child objects

I have a Date field which contains, across several child records:

(2014-07-1,2014-07-5,2014-07-8,2014-07-9,2014-08-1,2014-08-5,2014-08-8........), now in these values I want to get the current month(August) minimum date value, that is:
2014-08-1.

How to do this in Formula field?

Best Answer

I don't think there's a formula that could reliably do this, but it could certainly be done with an Apex trigger.

Although it seems like it would be worth separating these date entries into a related custom object & then simply using a Rollup (min) field to find the lowest value in the current month.

Related Solutions

[SalesForce] Overwrite value of Formula Field

Formula fields are formula fields; they dynamically calculate. You can't smash their values via APEX or Data Loader

However, what you can do is change the formula field to be something like this:

IF(NOT(ISBLANK(myOverrideField__c),
   MyOverrideField__c,  /* apply the override */
   .. the existing formula logic goes here /* use the existing calculation */
)

then, simply update the relevant Sobjects via Data Loader, the UI, or anonymous apex by updating the value of myOverrideValue__c to the value you want the formula field to be.

[SalesForce] How to make a date formula which calculates current month + 3 Full months in Salesforce

Formula should consider two cases, when month <= 8 and month > 8. The following formula works for any date.

IF(
    MONTH(Date__c) <= 8,
    DATE(
        YEAR(Date__c),
        MONTH(Date__c)+4,
        1)
    -1
    ,
    DATE(
        YEAR(Date__c)+1,
        MONTH(Date__c)+4-12,
        1)
    -1
)

Best Answer

Related Solutions

[SalesForce] Overwrite value of Formula Field

[SalesForce] How to make a date formula which calculates current month + 3 Full months in Salesforce

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