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Hands-On Formula Reference Sheet

Formula Fields
0
Field Name
Object
Field Type
Use Case
Formula
1
18-digit AccountId
Account
Text
As an admin, you want to be able to pull the 18 digit ID into reports
CASESAFEID(Id)
2
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)
3
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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