Hands-On Formula Reference Sheet
Formula Fields
Field Name
Object
Field Type
Use Case
Formula
Field Name
Object
Field Type
Use Case
Formula
18-digit AccountId
Account
Text
As an admin, you want to be able to pull the 18 digit ID into reports
CASESAFEID(Id)
Communication Capability
Contact
Text
The Marketing Director of the Carepath Health Clinic wants to know how many donors are able to be contacted by mail, email, or phone.
2 Formulas
IF(ISBLANK(Email) && ISBLANK(MailingStreet), "No Email and Address",
IF(ISBLANK(Email) && NOT(ISBLANK(MailingStreet)),"Only Address",
IF(NOT(ISBLANK(Email)) && ISBLANK(MailingStreet),"Only Email",
IF(NOT(ISBLANK(Email)) && NOT(ISBLANK(MailingStreet)),"Address and Email",NULL))))
&
IF( ISBLANK( Phone), True, False)
Dynamic Year to Date Formula
Opportunity
The Sales Manager would like a "Year to Date" Sales report comparing Opportunities closed this year to Opportunities closed up until this time last year.
( CloseDate - DATE( YEAR(CloseDate), 01, 01)))
<=
( TODAY() - DATE( YEAR( TODAY() ), 01, 01)))
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