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I don’t have the option to group an aggregate model using a salesforce formula field. Is that a limitation, or am I just doing something wrong?

Your just doing something wrong. 😉


Rob & Tammy don’t think I 'm crazy… https://community.skuid.com/t/group-aggregate-model-on-a-formula-field


Just having a little fun. It’s not possible. 😉


The workaround works… seems a little convoluted, but only took 10 minutes to set up and works well. (For anyone reading this post with this issue). Night, Pat!


Caveat to that is when a formula field uses a value stores on a related record and it changes. If everything is derived from the one record then you’re good to go.


Salesforce itself doesn’t allow grouping by formula fields in aggregate queries. A very annoying limitation.

The link posted by Skuidward no longer functions, is there some easy workaround that allows aggregate querying of formula fields?

My strategy has just been to create a plain text field on the object that is updated via a trigger whenever the record is inserted/updated to essentially mirror the formula field (only works if the data referenced in the formula field is self contained / not based off of other objects or changing dates which require more work to get right)