The following are formulas we will build together in this workshop.
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