New Pulsar Settings Language - Formula Fields and Default Values

Overview

The Salesforce Formula engine that processes formula fields and default value formulas is not available to Pulsar when operating offline, so Pulsar cannot rely on it for maintaining formula fields and default values. For this reason, Pulsar provides this functionality via a group of flexible Pulsar Settings that define the fields affected, the order in which they are processed, and the formula logic for each field. The formula logic is implemented using Pulsar Settings Language (PSL). Just as in Salesforce, default values are used during record creation and formula fields are used to calculate the proper values for fields throughout the life of the record.

Please note that regardless of the values calculated for formula fields in Pulsar, if the same field has a formula defined on Salesforce, the Salesforce formula supersedes the Pulsar formula when the record is synced to the server.

Usage

Formula fields and default value formulas follow an identical pattern when defined using Pulsar Settings. For each affected object or record type:

1. Specify which fields to process and the order in which they should be processed (Field Order Settings)
2. Describe the logic or calculation that must occur (Formula Settings)

Field Order Settings

The formula field order and default value field order settings both allow you to specify a list of field API names separated by commas, newlines, or semicolons. The key optionally allows you to narrow the scope to a specific record type. 

Name: Object Name – Formula Field Order
Key: pulsar.<object API name>[.<record type developer name>].formulaFieldOrder
Value: Field1APIName, Field2APIName, Field3APIName, ...

Name: Object Name – Default Value Field Order
Key: pulsar.<object API name>[.<record type developer name>].defaultValueFieldOrder
Value: Field1APIName
           Field2APIName
           Field3APIName
           .
           . 

Formulas

Defining the formulas associated with the default value or formula fields

Name: Order Line Item – Formula Fields – Unit Price

Key: pulsar.Order_Line_Item__c.Unit_Price__c.formula
Value: 

DEFAULT{
Action=SetVar;
VarName=UnitPrice;
VarValue=Product__r.Unit_Price__c;
|
Action=SetFieldInMemory;
FieldType=General;
FieldName=Unit_Price__c;
FieldValue=%%UnitPrice%%;
}

Name: Order Line Item – Formula Field – Total Discount
Key: pulsar.Order_Line_Item__c.Total_Discount__c.formula
Value:

DEFAULT{
Action=SetVar;
VarName=PromotionDiscount;
VarValue=Product__r.Discount__c;
|
Action=SetVar;
VarName=Discount;
VarValue=Discount__c;
|
Action=SqlQuery;
QueryString=SELECT (CAST(‘%%PromotionDiscount%%’ AS REAL) + CAST(‘%%Discount%%’ AS REAL)) AS TotalDiscount;
QueryReturnFields=TotalDiscount;
|
Action=SetFieldInMemory;
FieldType=General;
FieldName=Total_Discount__c;
FieldValue=%%TotalDiscount%%;
}

Name: Order Line Item – Formula Field – Amount
Key: pulsar.Order_Line_Item__c.Amount__c.formula
Value:

DEFAULT{
Action=SetVar;
VarName=Amount;
VarValue=(Unit_Price__c * Quantity__c) – (Unit_Price__c * Quantity__c * Total_Discount__c);
|
Action=SetFieldInMemory;
FieldType=General;
FieldName=Amount__c;
FieldValue=%%Amount%%;
}