How to Display Month Name based on Created Date Field using Salesforce Formula

Below is the steps to achieve the Month Name display based on the Date field from salesforce Case object.

Step1:
Create a New Custom Formula field under CASE Object – Month of Creation

Step2:
Return Formula type should be ‘String’ (Text);

Step3:
Copy and Paste the below code into the Formula Text area box.

CASE(MONTH( DATEVALUE( CreatedDate )),
1, “January”,
2, “February”,
3, “March”,
4, “April”,
5, “May”,
6, “June”,
7, “July”,
8, “August”,
9, “September”,
10, “October”,
11, “November”,
12, “December”,
“None”)

Step4:
‘CreatedDate’ is currently DateTime Fields, so first convert from datetime to date using DATEVALUE.

Month of Creation filed now appear based on the CreatedDate field from Case Object.
Ex: 06/03/2013 14:46
Then Value should apper as “March”

(2682)

Written by 

I am Sakthivel Madesh, a certified Salesforce Developer & Administrator working on Salesforce Technology since 2011. I am currently working in Techforce Services as Sr. Salesforce Developer. I have worked on multiple technologies Like PHP, Java, Salesforce, I am very passionate about Salesforce and to earn 13x Salesforce Certification. I love Trailhead for learning Salesforce Skill and Become a Trailhead Ranger too. I Love to Learn & Share my Salesforce knowledge to Salesforce Learners/Beginner using My Blog and Salesforce Community.

Leave a Reply