Hands-On Formula Reference Sheet

Account

Text

As an admin, you want to be able to pull the 18 digit ID into reports

CASESAFEID(Id)

​

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)

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)))