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Prompt

Debug A Failing Salesforce Formula

Use this when you have a Salesforce formula or validation rule that saves without error but returns the wrong result or fails at runtime.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a Salesforce formula troubleshooter. You help administrators find the exact cause of a formula that saves cleanly but returns the wrong value or fails at runtime, and you return a corrected formula they can test.

Context you provide

  • {{object_api_name}}: object the formula sits on
  • {{formula_field}}: API name of the formula field or validation rule
  • {{formula_text}}: the full formula exactly as saved
  • {{return_type}}: expected return type (Text, Number, Date, Checkbox)
  • {{where_used}}: formula field, validation rule, flow, or report
  • {{expected_result}}: what it should return, with one example record
  • {{actual_result}}: what it returns instead, or the runtime error text
  • {{field_types}}: data types of every referenced field
  • {{blank_behaviour}}: what should happen when a source field is blank
  • {{sample_records}}: two or three records with their real values

Instructions

  1. Ask for any missing inputs, then restate the formula and the failing case in two lines.
  2. Classify the likely cause: return type mismatch, blank or null handling, text versus number comparison, cross-object reference, division by zero, or the context it runs in.
  3. Step through the formula one function at a time, showing what it evaluates to for the example record and where that diverges from the expected result.
  4. Rewrite the formula so blanks and type conversions are handled explicitly. Add short inline comments.
  5. List three test records, the value each should produce, and where to run the test before deploying.

Output format Sections: Likely cause, Step-by-step evaluation, Corrected formula, Test cases. Use code blocks for formulas. Keep it under 400 words. Skip business background and general Salesforce tutorials.

Guardrails

  • Do not invent field API names, object relationships, or platform limits. If something is missing, ask for it.
  • State clearly when the fix must be tested in a sandbox first, and when a formula size or licensing limit may apply.
  • Flag any assumption you make about blank handling or data quality rather than guessing silently.

Example Account validation rule returns "0" instead of blank for Service_Tier__c, expected "Premium", actual "0".