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Nonprofit Hands-on Assignments
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Nonprofit Hands-on Assignments

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Formula Hands-On Assignments

The following are formulas we will build together in this workshop.
Formula Fields
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Days since last gift
Account
Number of Years Donated
Account
Average number of gifts per year
Account
Total Gifts Including Soft
Account
Unrestricted Gift
Opportunity
Most Recent Closed Won Opportunity
Opportunity
Days since Last Gift (Soft or Hard)
Account
Last Gift Date (Soft or Hard)
Account
18-digit AccountId
Account
Most Recent Closed Won Opportunity - Report
Opportunity
Org. Donor Funds Capacity Building
Account
Acknowledged on Time
Opportunity
Communication Capability
Contact
Days since last gift
Object
Account
Field Type
Number (0 decimal places)
Formula
Today()-Last Gift Date
Use Case
The Development Director wants to know the days since a donor last donated
⁠

Field Name
Days since last gift
Field Type
Number (0 decimal places)
Formula
Today()-Last Gift Date
Field Name
Number of Years Donated
Field Type
Number (0 decimal places)
Formula
(First Gift Date - Last Gift Date) / 365



Field Name
Most Recent Closed Won Opportunity
Field Type
Date
Field Formula
IF (



Recent Giving Society Member
Account.Amount_of_Gifts_2_FY_Ago_Including_Soft__c >= 1000 ||
Account.AmountofGifts3FYAgoIncludingSoft__c >= 1000 ||
Account.Amount_of_Gifts_This_FY_Include_Soft__c >= 1000 ||
Account.Amount_of_Gifts_Last_FY_Including_Soft__c >= 1000
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