Sample Data Categorization Formulas

For details about using the functions included in these samples, see Formula Operators and Functions Overview.

Deal Size Large and Small

This formula displays “Large Deal” for deals over one million dollars or “Small Deal” for deals under one million dollars.

1IF(Sales_Price__c > 1000000, 
2"Large Deal", 
3"Small Deal")

Deal Size Small

This formula displays “Small” if the price and quantity are less than one. This field is blank if the asset has a price or quantity greater than one.

1IF(AND(Price<1,Quantity<1),"Small", null)

Product Categorization

This formula checks the content of a custom text field named Product_Type and returns “Parts” for any product with the word “part” in it. Otherwise, it returns “Service.” Note that the values are case sensitive, so if a Product_Type field contains the text “Part” or “PART,” this formula returns “Services.”

1IF(CONTAINS(Product_Type__c, "part"), "Parts", "Service")