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

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by March 25, 2013 APEX, Configuration, SALESFORCE

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”

(2575)

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