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Identify a Date in Salesforce

Problem Description: Salesforce customers/users find it hard to count business days between today and a particular date as there is no function/method which lets you know the number of business days between two dates. So, if a user wants to get notified when there are exactly ‘x’ business days left before a particular date, there is no straightforward way of achieving it.

Challenges to User/Developer: A Suggested workaround is to create a formula field that holds a date that is exactly ‘x’ business days away from a particular date.

Solution :

Approach : Use WEEKDAY() function to get values 1,7,2 depending on the date added inside the function.

Technical Solution :

Create a custom field to hold the date which is ‘x’ business days from a particular date.

WEEKDAY(date field) returns the day of the week for the given date, using 1 for Sunday, 2 for Monday, through 7 for Saturday. Below is the formula.

In the above example, ‘x’ is 5. This formula field counts 5 business days before a date field  “Agrees_Due_Date”.

Advantage: Easy to migrate, Not hard to implement, Scalable when business days have to be calculated for a few date fields.

Issues: None.

Conclusion: This Custom formula field can now be used to notify when there are exactly ‘x’ business days from the required date field.

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