Formula Hands-On Assignments
Formula Hands-On Assignments
The following are formulas we will build together in this workshop.
Formula Fields
Search
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
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.