Examples of Advanced Formula Fields
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Sample Account Management Formulas
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
For details about using the functions included in these samples, see Formula Operators and Functions.
Account Rating
This formula evaluates Annual Revenue, Billing Country, and Type, and assigns a value of “Hot,” “Warm,” or “Cold.”
1IF (AND (AnnualRevenue > 10000000,
2CONTAINS (CASE (BillingCountry, "United States", "US", "America", "US", "USA", "US", "NA"), "US")),
3IF(ISPICKVAL(Type, "Manufacturing Partner"), "Hot",
4IF(OR (ISPICKVAL (Type, "Channel Partner/Reseller"),
5ISPICKVAL(Type, "Installation Partner")), "Warm", "Cold")),
6"Cold")In addition, you can reference this Account Rating formula field from the contact object using cross-object formulas.
1Account.Account_Rating__cAccount Region
This formula returns a text value of “North,” “South,” “East,” “West,” or “Central” based on the Billing State/Province of the account.
1IF(ISBLANK(BillingState), "None",
2IF(CONTAINS("AK:AZ:CA:HA:NV:NM:OR:UT:WA", BillingState), "West",
3IF(CONTAINS("CO:ID:MT:KS:OK:TX:WY", BillingState), "Central",
4IF(CONTAINS("CT:ME:MA:NH:NY:PA:RI:VT", BillingState), "East",
5IF(CONTAINS("AL:AR:DC:DE:FL:GA:KY:LA:MD:MS:NC:NJ:SC:TN:VA:WV", BillingState), "South",
6IF(CONTAINS("IL:IN:IA:MI:MN:MO:NE:ND:OH:SD:WI", BillingState), "North", "Other"))))))