Sample Scoring Calculations Formulas

Use these formulas for lead scoring and customer success scoring.

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 by Context.

Lead Scoring

This formula scores leads, providing a higher score for phone calls than website requests.

Here's a formula that scores a lead based on his or her rating:

This formula uses a simple scoring algorithm to rank customers a high score for positive survey results in Salesforce.