Identify if the record is Previous Year To Date record using checkbox formula field

Step 1: Create a Custom Formula Field with the following details:

• Label: Is Previous YTD Record
• API Name: Is_Previous_YTD_Record__c
• Return Type: Checkbox

Step 2: Enter the below formula in the Formula Editor and click on the Check Syntax button to make sure the formula syntax is correct
 

IF(
AND(
YEAR(DATEVALUE(CreatedDate)) = (YEAR(TODAY())-1),
MONTH(DATEVALUE(CreatedDate)) = MONTH(TODAY()),
DAY(DATEVALUE(CreatedDate)) <= DAY(TODAY())
),
true,
false
)

 

Tip: You can replace DATEVALUE(CreatedDate) with any other Date type field in the formula if you wish to track YTD based on that.

Step 3: Go to the Page Layouts section on the left and select the desired layout. For example: I want to display it on the Account Layout

Step 4: Locate the field using the Quick Find option



Step 5: Double Click + Hold on Is Previous YTD Record field to drag and drop onto the layout. Click on the Save button to save the changes.  



Step 6: Voila! We are done and here's how it looks on the page

 


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Written By: Ruchit Patel | Salesforce Answers Leader
Ruchit is a senior Salesforce Developer at Cognizant with 5x Salesforce Certified and has been working in the Salesforce ecosystem for the past 5 years. Working with Apex and Lightning is his core expertise and he loves to take on new challenges. He is a passionate learner who always strives for growth and believes in giving back to the Trailblazer Community by helping answer questions.

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