Advanced Formula Fields in Salesforce
Use the following formula samples when creating custom formula fields. For samples of other types of formulas, see Examples of Validation Rules and Useful Default Field Value Formulas. This document contains the following categories of custom formula samples: Account Management Account Rating This formula evaluates Annual Revenue, Billing Country, and Type, and assigns a value of “Hot,” “Warm,” or “Cold.” IF (AND (AnnualRevenue > 10000000, CONTAINS (CASE (BillingCountry, "United States", "US", "America", "US", "USA", "US", "NA"), "US")), IF(ISPICKVAL(Type, "Manufacturing Partner"), "Hot", IF(OR (ISPICKVAL (Type, "Channel Partner/Reseller"), ISPICKVAL(Type, "Installation Partner")), "Warm", "Cold")), "Cold") For details about using these functions, see IF, AND, CONTAINS, CASE, and ISPICKVAL. In addition, you can reference this Account ...