Account Management

Account Rating
This formula evaluates Annual Revenue, Billing Country, and Type, and assigns a value of Hot,
Warm, or Cold.

IF (AND (AnnualRevenue > 10000000,

CONTAINS (CASE (BillingCountry, "United States", "US", "America", "US",
"USA", "US", "NA"), "US")),
IF(ISPICKVAL(Type, "Manufacturing Partner"), "Hot",
IF(OR (ISPICKVAL (Type, "Channel Partner/Reseller"),
ISPICKVAL(Type, "Installation Partner")), "Warm", "Cold")),
"Cold")
For details about using these functions, see IF, AND, CONTAINS, CASE, and ISPICKVAL.
In addition, you can reference this Account Rating formula field from the contact object using cross-object formulas.

Account.Account_Rating__c
Account Region
This formula returns a text value of North, South, East, West, or Central based on the Billing
State/Province of the account.

IF(ISBLANK(BillingState), "None",
IF(CONTAINS("AK:AZ:CA:HA:NV:NM:OR:UT:WA", BillingState), "West",
IF(CONTAINS("CO:ID:MT:KS:OK:TX:WY", BillingState), "Central",
IF(CONTAINS("CT:ME:MA:NH:NY:PA:RI:VT", BillingState), "East",
IF(CONTAINS("AL:AR:DC:DE:FL:GA:KY:LA:MD:MS:NC:NJ:SC:TN:VA:WV",
BillingState), "South",
IF(CONTAINS("IL:IN:IA:MI:MN:MO:NE:ND:OH:SD:WI", BillingState), "North",
"Other"))))))
For details about using these functions, see IF, LEN, and CONTAINS.

Contract Aging
This formula calculates the number of days since a contract with an account was activated. If the contract Status is
not Activated, this field is blank.

IF(ISPICKVAL(Contract_Status__c, "Activated"),
NOW() - Contract_Activated_Date__c, null)
For details about using these functions, see IF, ISPICKVAL, and NOW.

Contract Approval Process Aging

This formula calculates how many days a contract is in the approval process. This example is a number formula field
on contracts that uses a custom date field called Date in approval.

TODAY()-Date_in_approval__c
For details about using this function, see TODAY.

Month of Last Account Activity

This formula field displays the month of the last account activity or None if there are no activities for the account.

CASE(MONTH(LastActivityDate),
1, "January",
2, "February",
3, "March",
4, "April",
5, "May",
6, "June",
7, "July",
8, "August",
9, "September",
10, "October",
11, "November",
12, "December",
"None")
For details about using these functions, see CASE and MONTH.

Month of Service-Level Agreement Expiration

This formula returns the month that your service-level agreement expires. This example uses a custom date field
called SLA Expiration Date.

MONTH(SLAExpirationDate__c)
For details about using this function, see MONTH.

Account Media Service Links

BBC News Search
This formula creates a link to a BBC news search site based on the Account Name.

HYPERLINK(
"http://newssearch.bbc.co.uk/cgibin/search/results.pl?scope=newsifs;tab=news;q="&Name,
"BBC News")
Bloomberg News Search
This formula creates a link to an account's ticker symbol on the Bloomberg website.

HYPERLINK(
"http://www.bloomberg.com/apps/quote?ticker="&TickerSymbol,
"Bloomberg News")
CNN News Search
This formula creates a link to a CNN news search site using the Account Name.

HYPERLINK(
"http://websearch.cnn.com/search/search?source=cnn&
invocationType=search%2Ftop&sites=web&query="&Name,
"CNN News")
MarketWatch Search
This formula creates a link to an account's ticker symbol on the Marketwatch.com website.

HYPERLINK(
"http://www.marketwatch.com/tools/quotes/quotes.asp?symb="&TickerSymbol,

"Marketwatch")
Google Search
This formula creates a link to a Google search site using the Account Name.

HYPERLINK(
"http://www.google.com/search?en&q="&Name,
"Google")
Google News Search
This formula creates a link to a Google news search site using the Account Name.

HYPERLINK(
"http://www.google.com/news?en&q="&Name,
"Google News")
Yahoo! Search
This formula creates a link to a Yahoo! search site using the Account Name.

HYPERLINK(
"http://search.yahoo.com/search?p="&Name,
"Yahoo Search")
Yahoo! News Search
This formula creates a link to a Yahoo! news search site using the Account Name.

HYPERLINK(
"http://news.search.yahoo.com/search/news?p="&Name,
"Yahoo News")
For details about using the function used in these formulas, see HYPERLINK.

Case Management
Autodial
This formula creates a linkable phone number field that automatically dials the phone number when clicked. In this
example, replace "servername" and "call" with the name of your dialing tool and the command it uses to dial.
The merge field, Id, inserts the identifier for the contact, lead, or account record. The first Phone merge field tells

the dialing tool what number to call and the last Phone merge field uses the value of the Phone field as the linkable
text the user clicks to dial.

HYPERLINK("http://servername/call?id=" & Id & "&phone=" & Phone, Phone)

For details about using this function, see HYPERLINK.

Case Aging (Assignments)

Use this example of a custom formula field called Days Open to display different text depending on the number of
days a case has been open:

CASE(Days_Open__c, 3,
"Reassign", 2, "Assign Task", "Maintain")
The following text is displayed:

Reassign for any case open three days.

Assign Task for any case open two days.
Maintain for all other cases.

For details about using this function, see CASE.

Case Aging (Open Cases)

This formula calculates the number of days a case has been open. If the case is closed, it sets the result to null. Add
this formula to a related list as the sort column to quickly see which open cases have been open the longest. The
formula returns zero if the case has been open for less than 24 hours.

IF(IsClosed,
null,
NOW() - CreatedDate )
For details about using these functions, see IF and NOW.

Case Aging (Open and Closed Cases)

This formula calculates the number of days a closed case was open or the number of days an open case has been
open since the date the case was created. The formula returns zero if the case has been open for less than 24 hours.

IF(IsClosed,
ROUND(ClosedDate - CreatedDate, 0), ROUND((NOW() - CreatedDate),0))
For details about using these functions, see IF, ROUND, and NOW.

Case Categorization
This formula displays a text value of RED, YELLOW, or GREEN, depending on the value of a case age custom
text field.

IF(DaysOpen__c > 20, "RED",

IF(DaysOpen__c > 10, "YELLOW",
"GREEN") )
For details about using this function, see IF.

Case Data Completeness Tracking

This formula calculates the percentage of specific custom fields that contain data. The formula checks the values of
two custom number fields: Problem Num and Severity Num. If the fields are empty, the formula returns the
value 0. The formula returns a value of 1 for each field that contains a value and multiplies this total by fifty to give
you the percentage of fields that contain data.

(IF(ISBLANK(Problem_Num__c), 0, 1) + IF(ISBLANK(Severity_Num__c ), 0,1))

* 50
For details about using these functions, see IF and ISBLANK.

Case Due Date Calculation

This formula sets the due date of a case based on the priority. If it is high, the due date is two days after it opens. If it
is medium, the due date is five days after opening. Otherwise, the due date is seven days.

CASE (Priority,
"High", CreatedDate + 2,
"Medium",CreatedDate + 5,
CreatedDate + 7)
For details about using this function, see CASE.

Suggested Agent Prompts

This formula prompts an agent with cross-sell offers based on past purchases.

CASE(Product_Purch__c,
"Printer", "Extra toner cartridges", "Camera", "Memory cards",
"Special of the day")
For details about using this function, see CASE.

Suggested Offers
This formula suggests a product based on the support history for a computer reseller. When the Problem custom
field matches a field, the formula field returns a suggestion.

CASE(Problem__c,
"Memory", "Suggest new memory cards", "Hard Drive failure", "Suggest new
hard drive with tape backup",
"")
For details about using this function, see CASE.

Commission Calculations
Commission Amounts for Opportunities
The following is a simple formula where commission is based on a flat 2% of the opportunity Amount.

IF(ISPICKVAL(StageName, "Closed Won"),

ROUND(Amount *0.02, 2), 0)
This example calculates the commission amount for any opportunity that has a Closed Won stage. The value of this
field will be the amount times 0.02 for any closed/won opportunity. Open or lost opportunities will have a zero
commission value.
For details about using these functions, see IF, ISPICKVAL, and ROUND.

Commission Deal Size

This formula calculates a commission rate based on deal size, returning a 9% commission rate for deals over
100,000 and an 8% commission rate for smaller deals.

IF(Amount > 100000, 0.09, 0.08 )

For details about using this function, see IF.

Commission Greater Than or Equal To

This formula assigns the YES value to opportunities with a commission greater than or equal to one million. Note,
this is a text formula field on opportunities that uses a custom currency field called Commission.

IF(Commission__c >= 1000000, "YES", "NO")

For details about using this function, see IF.

Commission Maximum
This formula determines what commission to log for an asset based on which is greater: the user's commission
percentage of the price, the price times the discount percent stored for the account or 100 dollars. This example
assumes you have two custom percent fields on users and assets.

MAX($User.Commission_Percent__c * Price,
Price * Account_Discount__c, 100)
For details about using this function, see MAX.

Contact Management
Contact's Account Creation Date
This date formula displays the account's Created Date field on the contacts page.

Account.CreatedDate
Contact's Account Discount Percent
This percent formula displays the account's Discount Percent field on the contacts page.

Account.Discount_Percent__c
Contact's Account Name
This formula displays the standard Account Name field on the contacts page.

Account.Name
Contact's Account Phone
This formula displays the standard Account Phone field on the contacts page.

Account.Phone
Contact's Account Rating
Use this formula to display the Account Rating field on the contacts page.

CASE(Account.Rating, "Hot", "Hot", "Warm", "Warm", "Cold", "Cold", "Not

Rated")
For details about using this function, see CASE.

Contact's Account Website

This formula displays the standard Account Website field on the contacts page.

Account.Website
If the account website URL is long, use the HYPERLINK function to display a label such as Click Here instead of the
URL. For example:

IF(Account.Website="", "",
IF(
OR(LEFT(Account.Website, 7) = "http://",LEFT(Account.Website,
8) = "https://"),
HYPERLINK( Account.Website , "Click Here" ),
HYPERLINK( "http://" & Account.Website , "Click Here" )

)
)
This formula also adds the necessary "http://" or "https://" before a URL if neither were included in the URL field.
For details about using this function, see HYPERLINK.

Contacts Age
Use this formula to calculate a persons age based on a standard field called Birthdate. The persons
Birthdate is subtracted from todays date, which returns the number of days since the persons Birthdate.
This number is divided by the number of days in a year and rounded down to the nearest integer.

FLOOR((TODAY()-Birthdate)/365.2425)
For details about using these functions, see FLOOR and TODAY.

Contact's Birthday
This formula displays the value Yes if the contacts birthday falls in the current calendar month.

IF (
MONTH( Birthdate) = MONTH( TODAY()), "Yes", "")
For details about using these functions, see IF, MONTH, and TODAY.

Contact's LinkedIn Profile

You can configure a link that appears on your contacts' profile page that sends you to their LinkedIn profile. To do so:
1.

Click SetupCustomizeContactsButtons and Links.

2.

Click New under Custom Buttons and Links

3.

Enter a Label for this link, like LinkedInLink.

4.

Enter this formula in the content box:

http://www.linkedin.com/search/fpsearch?type=people&keywords={!Contac
t.FirstName}+{!Contact.LastName}
5.

Click Save.

Remember to add this link to the Contact page layout in order for it to show up.

Contact Identification Numbering

This formula displays the first five characters of the contacts last name and the last four characters of the contacts
social security number separated by a dash. Note that this example uses a text custom field called SSN on contacts.

TRIM(LEFT(LastName, 5)) & "-" & TRIM(RIGHT(SSN__c, 4))

For details about using these functions, see TRIM, LEFT, and RIGHT.

Contact Preferred Phone

This formula displays the contacts preferred contact method in a contact related listwork phone, home phone, or
mobile phonebased on a selected option in a Preferred Phone custom picklist.

CASE(Preferred_Phone__c,
"Work", "w. " & Phone,
"Home", "h. " & HomePhone,
"Mobile", "m. " & MobilePhone,
"No Preferred Phone")
For details about using this function, see CASE.

Contact Priority
This formula assesses the importance of a contact based on the account rating and the contact's title. If the account
rating is Hot or the title starts with Executive, then the priority is high (P1). If the account rating is Warm or the
title starts with VP then the priority is medium (P2), and if the account rating is Cold then the priority is low (P3).

IF(OR(ISPICKVAL(Account.Rating, "Hot"), CONTAINS(Title, "Executive")),

"P1",

IF(OR(ISPICKVAL(Account.Rating, "Warm"), CONTAINS(Title, "VP")), "P2",

IF(ISPICKVAL(Account.Rating, "Cold"), "P3",

"P3")
)
)
Contact Yahoo! ID
This formula displays a clickable Yahoo! Messenger icon indicating if the person is logged on to the service. Users
can click the icon to launch a Yahoo! Messenger conversation with the person. This example uses a custom text field
called Yahoo Name on contacts where you can store the contact's Yahoo! Messenger ID.

HYPERLINK("ymsgr:sendIM?" & Yahoo_Name__c,

IMAGE("http://opi.yahoo.com/online?u=" & Yahoo_Name__c & "&m;=g&t;=0",
"Yahoo"))

For details about using these functions, see HYPERLINK and IMAGE.

Dynamic Address Formatting

This formula field displays a formatted mailing address for a contact in standard format, including spaces and line
breaks where appropriate depending on the country for the account.

CASE(ShippingCountry,
"USA",
ShippingStreet & BR() &
ShippingCity & ",
" & ShippingState & " " &
ShippingPostalCode & BR()
& ShippingCountry,
"France",
ShippingStreet & BR() &
ShippingPostalCode & " " &
ShippingCity & BR() &
ShippingCountry, "etc")
For details about using this function, see CASE and BR.

Telephone Country Code

This formula determines the telephone country code of a contact based on the Mailing Country of the mailing
address.

CASE(MailingCountry,
"USA", "1",
"Canada", "1",
"France", "33",
"UK", "44",
"Australia", "61",

"Japan", "81",
"?")
For details about using this function, see CASE.

Unformatted Phone Number

This formula removes the parentheses and dash characters from North American phone numbers. This is necessary
for some auto-dialer software.

IF(Country_Code__c = "1", MID( Phone ,2, 3) & MID(Phone,7,3) &

MID(Phone,11,4), Phone)
For details about using these functions, see IF and MID.

Data Categorization
Deal Size Large and Small
This formula displays Large Deal for deals over one million dollars or Small Deal for deals under one million
dollars.

IF(Sales_Price__c > 1000000,

"Large Deal",
"Small Deal")
For details about using this function, see IF.

Deal Size Small

This formula displays Small if the price and quantity are less than one. This field is blank if the asset has a price or
quantity greater than one.

IF(AND(Price<1,Quantity<1),"Small", null)
For details about using these functions, see IF and AND.

Product Categorization
This formula checks the content of a custom text field named Product_Type and returns Parts for any product
with the word part in it. Otherwise, it returns Service. Note that the values are case sensitive, so if a
Product_Type field contains the text Part or PART, this formula returns Services.

IF(CONTAINS(Product_Type__c, "part"), "Parts", "Service")

For details about using these functions, see IF and CONTAINS.

Date Calculations
Birthday in Current Year Accounting for Leap Years

This formula returns the date of a person's birthday in the current year, even if the person's birthday is on February
29th in a leap year.

IF(AND(MONTH(Birthdate) = 2, DAY(Birthdate) = 29),

(IF(OR(MOD(YEAR(DATEVALUE(NOW())), 400) = 0,
AND(MOD(YEAR(DATEVALUE(NOW())) ,4) = 0, MOD(YEAR(DATEVALUE(NOW())), 100)
<> 0)),
DATE(YEAR(DATEVALUE(NOW())), MONTH(Birthdate), DAY(Birthdate)),
DATE(YEAR(DATEVALUE(NOW())), MONTH(Birthdate + 1), 28))),
(DATE(YEAR(DATEVALUE(NOW())), MONTH(Birthdate) , DAY(Birthdate))))
Day of Week (number)
This formula calculates todays day of the week as a number (0 = Sunday, 1 = Monday, 2 = Tuesday, and so on).

MOD(TODAY() - DATE(1900, 1, 7), 7)

Similarly, this formula substitutes the TODAY() function shown in the previous example with a custom date field
called Sign Up Date. It returns the day of the week as a number for that field.

MOD(Sign_Up_Date__c - DATE(1900, 1, 7), 7)

For details about using these functions, see MOD, TODAY, and DATE.

Day of Week (text)

This formula calculates todays day of the week and displays it as text. To determine the day of the week for a date
field, use the formula below and replace TODAY() with that date field.

CASE(
MOD(TODAY() - DATE(1900, 1, 7), 7),
0, "Sunday",
1, "Monday",
2, "Tuesday",
3, "Wednesday",
4, "Thursday",
5, "Friday",

6, "Saturday", "Error")
For details about using these functions, see CASE, MOD, TODAY, and DATE.

Day of Year
This formula calculates todays numeric day of the year (a number between 1 and 365).

TODAY() DATE(YEAR(TODAY()), 1, 1) + 1
For details about using these functions, see TODAY, DATE, and YEAR.

Days Until End of Month

This formula displays the number of days between a specific date and the end of the month in which the date occurs.

IF(
MONTH(CloseDate)=12,
DATE(YEAR(CloseDate),12,31) - CloseDate,
DATE(YEAR(CloseDate),
MONTH(CloseDate)+1,1) - CloseDate-1)
For details about using these functions, see IF, MONTH, DATE, and YEAR.

Time of Day
This formula returns the time of day in Greenwich Mean Time (GMT), for example: 20:04 PM).

MID (TEXT (Due_Date_Time__c), 12, 5)

For details about using these functions, see MID and TEXT.

Discounting
Maintenance and Services Discount
This formula field uses two custom currency fields: Maintenance Amount and Services Amount. It displays
Discounted on an opportunity if its maintenance amount and services amount do not equal the opportunity Amount
standard field value. Otherwise, it displays "Full Price."

IF(Maintenance_Amount__c + Services_Amount__c <> Amount,

"Discounted",
"Full Price")
For details about using this function, see IF.

Opportunity Discount Amount

This formula calculates the difference of the opportunity Amount less the Discount Amount. Note that
Discount Amount is a custom currency field on opportunities.

Amount - Discount_Amount__c
For details about using this operator, see - (Subtract).

Opportunity Discount Rounded

Use this formula to calculate the discounted amount of an opportunity rounded off to two digits. This example is a
number formula field on opportunities that uses a custom percent field called Discount Percent.

ROUND(Amount-Amount* Discount_Percent__c,2)
For details about using this function, see ROUND.

Opportunity Discount with Approval

This formula adds a Discount Approved checkbox to an opportunity. It uses conditional logic to check the value of
the approval flag before calculating the commission.

IF(Discount_Approved__c, ROUND(Amount Amount * DiscountPercent__c, 2),

Amount)
For details about using these functions, see IF and ROUND.

Employee Services
Bonus Calculation
This example determines an employee's bonus amount based on the smallest of two amounts: the employee's gross
times bonus percent or an equally divided amount of the company's performance amount among all employees. It
assumes you have custom number field for Number of Employees, a custom percent field for Bonus
Percent, and currency custom fields for the employee's Gross and company's Performance.

MIN(Gross__c * Bonus_Percent__c,
Performance__c / Number_of_Employees__c)
For details about using this function, see MIN.

Employee 401K
This example formula determines which amount to provide in employee 401K matching based on a matching
program of half of the employee's contribution or $250, whichever is less. It assumes you have custom currency field
for Contribution.

MIN(250, Contribution__c /2)

For details about using this function, see MIN.

Hours Worked Per Week

This formula uses a custom tab to enable time tracking of hours worked per day. It uses a formula field to sum the
hours per week.

MonHours__c + TuesHours__c + WedsHours__c + ThursHours__c + FriHours__c

For details about using this operator, see + (Add).

Total Pay Amount

This formula determines total pay by calculating regular hours multiplied by a regular pay rate, plus overtime hours
multiplied by an overtime pay rate.

Total Pay =
IF(Total_Hours__c <= 40, Total_Hours__c * Hourly_Rate__c,
40 * Hourly_Rate__c +
(Total_Hours__c - 40) * Overtime_Rate__c)
For details about using this function, see IF.

Expense Tracking
Expense Identifier
This formula displays the text Expense- followed by trip name and the expense number. This is a text formula field
that uses an expense number custom field.

"Expense-" & Trip_Name__c & "-" & ExpenseNum__c

For details about using this operator, see - (Subtract).

Mileage Calculation
This formula calculates mileage expenses for visiting a customer site at 35 cents a mile.

Miles_Driven__c * 0.35
For details about using this operator, see * (Multiply).

Financial Calculations
Compound Interest
This formula calculates the interest, you will have after T years, compounded M times per year.

Principal__c * ( 1 + Rate__c / M ) ^ ( T * M) )
For details about using these operators, see * (Multiply), / (Divide), and ^ (Exponentiation).

Compound Interest Continuous

This formula calculates the interest that will have accumulated after T years, if continuously compounded.

Principal__c * EXP(Rate__c * T)

For details about using this function, see EXP.

Consultant Cost
This formula calculates the number of consulting days times 1200 given that this formula field is a currency data type
and consulting charges a rate of $1200 per day. Note that Consulting Days is a custom field on opportunities.

Consulting_Days__c * 1200
For details about using this operator, see * (Multiply).

Gross Margin
This formula provides a simple calculation of gross margin. In this formula example, Total Sales and Cost of
Goods Sold are custom currency fields.

Total_Sales__c - Cost_of_Goods_Sold__c
For details about using this operator, see - (Subtract).

Gross Margin Percent

This formula calculates the gross margin based on a margin percent.

Margin_percent__c * Items_Sold__c * Price_item__c

For details about using this operator, see * (Multiply).

Payment Due Indicator

This formula returns the date five days after the contract start date whenever Payment Due Date is blank.
Payment Due Date is a custom date field on contracts.

(BLANKVALUE(Payment_Due_Date__c, StartDate +5)

For details about using this function, see BLANKVALUE.

Payment Status
This formula determines if the payment due date is past and the payment status is UNPAID. If so, it returns the text
PAYMENT OVERDUE and if not, it leaves the field blank. This example uses a custom date field called Payment
Due Date and a text custom field called Payment Status on contracts.

IF(
AND(Payment_Due_Date__c < TODAY(),
ISPICKVAL(Payment_Status__c, "UNPAID")),
"PAYMENT OVERDUE",
null )
For details about using these functions, see IF, AND, TODAY, and ISPICKVAL.

Image Links
Yahoo! Instant Messenger Image
This formula displays an image that indicates whether a contact or user is currently logged in to Yahoo! Instant
Messenger. Clicking the image launches the Yahoo! Instant Messenger window. This formula uses a custom text field
called Yahoo Name to store the contact or users Yahoo! ID.

IF(ISBLANK(Yahoo_Name__c),"", HYPERLINK("ymsgr:sendIM?" & Yahoo_Name__c,

IMAGE("http://opi.yahoo.com/online?u=" & Yahoo_Name__c & "&m=g&t=0", "
")))
For details about using these functions, see IF, LEN, HYPERLINK, and IMAGE.

Skype Me Auto Dialer Button

This formula displays an image that looks like a push button. Clicking the button automatically dials the specified
phone number.

HYPERLINK("callto://" & "+1" & Phone,

IMAGE("http://goodies.skype.com/graphics/skypeme_btn_small_blue.gif",
"Click to Skype"))
For details about using these functions, see HYPERLINK and IMAGE.

Flags for Case Priority

This formula displays a green, yellow, or red flag image to indicate case priority.

IMAGE(
CASE( Priority,
"Low", "/img/samples/flag_green.gif",
"Medium", "/img/samples/flag_yellow.gif",
"High", "/img/samples/flag_red.gif",
"/s.gif"),
"Priority Flag")
For details about using this function, see IMAGE.

Color Squares for Case Age

This formula displays a 30 x 30 pixel image of a red, yellow, or green, depending on the value of a Case Age
custom text field.

IF( Case_Age__c > 20,

IMAGE("/img/samples/color_red.gif", "red", 30, 30),
IF( Case_Age__c > 10,
IMAGE("/img/samples/color_yellow.gif", "yellow", 30, 30),
IMAGE("/img/samples/color_green.gif", "green", 30, 30),
))
For details about using these functions, see IF and IMAGE.

Traffic Lights for Status

This formula displays a green, yellow, or red traffic light images to indicate status, using a custom picklist field called
Project Status. Use this formula in list views and reports to create a Status Summary dashboard view.

IMAGE(
CASE(Project_Status__c,
"Green", "/img/samples/light_green.gif",
"Yellow", "/img/samples/light_yellow.gif",
"Red", "/img/samples/light_red.gif",
"/s.gif"),
"status color")
For details about using these functions, see IMAGE and CASE.

Stars for Ratings

This formula displays a set of one to five stars to indicate a rating or score.

IMAGE(
CASE(Rating__c,
"1", "/img/samples/stars_100.gif",
"2", "/img/samples/stars_200.gif",

"3", "/img/samples/stars_300.gif",
"4", "/img/samples/stars_400.gif",
"5", "/img/samples/stars_500.gif",
"/img/samples/stars_000.gif"),
"rating")
For details about using these functions, see IMAGE and CASE.

Consumer Reports-Style Colored Circles for Ratings

This formula displays a colored circle to indicate a rating on a scale of one to five, where solid red is one, half red is
two, black outline is three, half black is four, and solid black is five.

IMAGE(
CASE(Rating__c,
"1", "/img/samples/rating1.gif",
"2", "/img/samples/rating2.gif",
"3", "/img/samples/rating3.gif",
"4", "/img/samples/rating4.gif",
"5", "/img/samples/rating5.gif",
"/s.gif"),
"rating")
For details about using these functions, see IMAGE and CASE.

Horizontal Bars to Indicate Scoring

This formula displays a horizontal color bar (green on a white background) of a length that is proportional to a
numeric score. In this example, the maximum length of the bar is 200 pixels.

IMAGE("/img/samples/color_green.gif", "green", 15, Industry_Score__c * 2)

&
IMAGE("/s.gif", "white", 15,
200 - (Industry_Score__c * 2))

For details about using this function, see IMAGE.

Integration Links
Application API Link
This formula creates a link to an application outside Salesforce, passing the parameters so that it can connect to
Salesforce via the Web services API and create the necessary event.

HYPERLINK ("https://www.myintegration.com?sId=" & GETSESSIONID() &

"?&rowID=" & Name & "action=CreateTask","Create a Meeting Request")
For details about using these functions, see HYPERLINK and GETSESSIONID.

Shipment Tracking Integration

This formula creates a link to FedEx, UPS, or DHL shipment tracking websites, depending on the value of a
Shipping Method custom picklist field. Note that the parameters shown in this example for FedEx, UPS, and
DHL websites are illustrative and do not represent the correct parameters for all situations.

CASE(Shipping_Method__c,
"Fedex",
HYPERLINK("http://www.fedex.com/Tracking?ascend_header=1&clienttype
=dotcom&cntry_code=us&language=english&tracknumbers= "&
tracking_id__c,"Track"),
"UPS",
HYPERLINK("http://wwwapps.ups.com/WebTracking/processInputRequest?HTMLVer
sion
=5.0&sort_by=status&loc=en_US&InquiryNumber1= "& tracking_id__c &
"&track.x=32&track.y=7", "Track") ,
"DHL",
HYPERLINK("http://track.dhl-usa.com/TrackByNbr.asp?ShipmentNumber=" &
tracking_id__c,"Track"), "")
For details about using these functions, see CASE and HYPERLINK.

Skype Auto Dialer Integration

This formula creates a linkable phone number field that automatically dials the phone number via the Skype VOIP
phone application. It requires installation of the Skype application (a third-party product not provided by
salesforce.com) on your desktop.

HYPERLINK("callto://+" & Country_Code__c & Phone_Unformatted__c, Phone)

For details about using this function, see HYPERLINK.

Lead Management
Lead Aging (for open leads)
This formula checks to see if a lead is open and if so, calculates the number of days it has been open by subtracting
the date and time created from the current date and time. The result is the number of days open rounded to zero
decimal places. If the lead is not open, this field is blank.

IF(ISPICKVAL(Status, "Open"), ROUND(NOW()-CreatedDate, 0), null)

For details about using these functions, see IF, ISPICKVAL, ROUND, and NOW.

Lead Data Completeness

This formula calculates the percent of certain lead fields that your sales personnel enter. The formula field checks the
values of two custom number fields: Phone and Email. If the fields are empty, the formula returns the value 0.
The formula returns a value of 1 for each field that contains a value and multiplies this total by fifty to give you the
percentage of fields that contain data.

(IF(Phone = "", 0, 1) + IF(Email = "", 0, 1) ) * 50

For details about using this function, see IF.

Lead Numbering
This formula returns a number value for the text value in the auto-number field Lead Number. This can be useful if
you want to use the Lead Number field in a calculation, such as round-robin or other routing purposes. Note that
auto-number fields are text fields and must be converted to a number for numeric calculations.

VALUE(Lead_Number__c)
For details about using this function, see VALUE.

Round Robin Assignment of Cases or Leads

The following formula example for leads assumes you have three lead queues and you want to assign an equal
number of incoming leads to each queue. You can also assign cases using a similar formula.

MOD(VALUE(Lead_Number__c), 3)
This formula is for a custom formula field named Round_Robin_ID that assigns each lead a value of 0, 1, or 2. This
formula uses a custom auto-number field called Lead Number that assigns each lead a unique number starting
with 1. The MOD function divides the lead number by the number of lead queues available (three in this example)
and returns a remainder of 0, 1, or 2. Use the value of this formula field in your lead assignment rules to assign lead
records to different queues. For example:

Round_Robin_ID = 0 is assigned to Queue A

Round_Robin_ID = 1 is assigned to Queue B
Round_Robin_ID = 2 is assigned to Queue C

For details about using these functions, see MOD and VALUE.

Metrics
Temperature Conversion

This formula converts Celsius degrees to Fahrenheit.

1.8 * degrees_celsius__c + 32
For details about using these operators, see * (Multiply) and + (Add).

Unit of Measure Conversion

This formula converts kilometers to miles.

Miles__c/.621371192
For details about using this operator, see / (Divide).

Opportunity Management
Days Left to Close
This formula returns the expected number of days left to the close date of an opportunity.

Expected_close_date__c -TODAY()
For details about using this function, see TODAY.

Display Close Month for Reporting Purposes

This formula returns the month in text for the close date of an opportunity. Use this example when building a custom
report that groups opportunities by the month of the Close Date.

CASE(
MONTH(CloseDate),
1, "January",
2, "February",
3, "March",
4, "April",
5, "May",
6, "June",
7, "July",
8, "August",
9, "September",

10, "October",
11, "November",
12, "December",
"Invalid month")
For details about using these functions, see CASE and MONTH.

Expected Product Revenue

This formula calculates total revenue from multiple products, each with a different probability of closing.

ProductA_probability__c * ProductA_revenue__c + ProductB_probability__c *

ProductB_revenue__c
For details about using these operators, see * (Multiply) and + (Add).

Maintenance Calculation
This formula calculates maintenance fees as 20% of license fees per year. Maintenance Years is a custom field
on opportunities.

Amount * Maint_Years__c * 0.2

For details about using this operator, see * (Multiply).

Monthly Subscription-Based Calculated Amounts

This formula calculates an opportunity amount based on a monthly subscription rate multiplied by the subscription
period.

Monthly_Amount__c * Subscription_Months__c
For details about using this operator, see * (Multiply).

Monthly Value
This formula divides total yearly value by 12 months.

Total_value__c / 12
For details about using this operator, see / (Divide).

Opportunity Additional Costs

This formula calculates the sum of the opportunity Amount, maintenance amount, and services fees. Note that
Maint amount and Service Fees are custom currency fields on opportunities.

Amount + Maint_Amount__c + Services_Amount__c

For details about using this operator, see + (Add).

Opportunity Categorization
This formula uses conditional logic to populate an Opportunity category text field, based on the value of the
Amount standard field. Opportunities with amounts less than $1500 are Category 1, those between $1500 and
$10000 are Category 2, and the rest are Category 3. This example uses nested IF statements.

IF(Amount < 1500, "Category 1", IF(Amount > 10000, "Category 3",
"Category 2"))
For details about using this function, see IF.

Opportunity Data Completeness

This formula takes a group of opportunity fields and calculates what percent of them are being used by your sales
personnel. This formula field checks five fields to see if they are blank. If so, a zero is counted for that field. A 1 is
counted for any field that contains a value and this total is divided by five (the number of fields evaluated). Note that
this formula requires you select the Treat blank fields as blanks option under Blank Field Handling
while the Advanced Formula subtab is showing.

(IF(ISBLANK(Maint_Amount__c), 0, 1) +
IF(ISBLANK(Services_Amount__c), 0,1) +
IF(ISBLANK(Discount_Percent__c), 0, 1) +
IF(ISBLANK(Amount), 0, 1) +
IF(ISBLANK(Timeline__c), 0, 1)) / 5
For details about using this function, see ISBLANK.

Opportunity Expected License Revenue

This formula calculates expected revenue for licenses based on probability of closing.

Expected_rev_licenses__c * Probability
For details about using this operator, see * (Multiply).

Opportunity Reminder Date

This formula creates reminder date based on seven days before the close date of an opportunity. Use this formula
field in a workflow rule to create an event for the appropriate user to take action.

Reminder Date = CloseDate - 7

For details about using these operators, see = and == (Equal) and - (Subtract).

Opportunity Revenue Text Display

This formula returns the expected revenue amount of an opportunity in text format without a dollar sign. For example,
if the Expected Revenue of a campaign is $200,000, this formula field displays 200000.

TEXT(ExpectedRevenue)
For details about using this function, see TEXT.

Opportunity Split Credit for Sales Representatives

This formula splits opportunity amount between multiple sales representatives. The total reps custom field
indicates the total number of representatives on the deal.

Amount / total_reps__c
For details about using this operator, see / (Divide).

Opportunity Total Deal Size

This formula calculates the sum of maintenance and services amounts.

Amount + Maint_Amount__c + Services_Amount__c

For details about using this operator, see + (Add).

Opportunity Total Price Based on Units

This formula generates proposal pricing based on unit price and total volume.

Unit_price__c * Volume__c * 20
For details about using this operator, see * (Multiply).

Professional Services Calculation

This formula estimates professional service fees at an average loaded rate of $1200 per day. Consulting Days
is a custom field on opportunities.

Consulting_Days__c * 1200
For details about using this operator, see * (Multiply).

Stage-Based Sales Document Selection

This formula Identifies a relevant document in the Documents tab based on opportunity Stage. Use document IDs in
the form of 00l30000000j7AO.

CASE(StageName,
"Prospecting", "Insert 1st Document ID",
"Qualification", "Insert 2nd Document ID",
"Needs Analysis", "Insert 3rd Document ID",
"Value Proposition",

)
)
For details about using this function, see CASE.

Sales Coach
This formula creates a hyperlink that opens a stage-specific document stored in the Documents tab. It uses the
previously defined custom formula field that identifies a document based on opportunity Stage. See Stage-Based
Sales Document Selection.

HYPERLINK("/servlet/servlet.FileDownload?file=" & Relevant_Document__c,

"View Document in New Window")
For details about using this function, see HYPERLINK.

Shipping Cost by Weight

This formula calculates postal charges based on weight.

package_weight__c * cost_lb__c
For details about using this operator, see * (Multiply).

Shipping Cost Percentage

This formula calculates shipping cost as a fraction of total amount.

Ship_cost__c / total_amount__c
For details about using this operator, see / (Divide).

Tiered Commission Rates

This formula calculates the 2% commission amount of an opportunity that has a probability of 100%. All other
opportunities will have a commission value of zero.

IF(Probability = 1,
ROUND(Amount * 0.02, 2),
0)
For details about using these functions, see IF and ROUND.

Total Contract Value from Recurring and Non-Recurring Revenue

This formula calculates both recurring and non-recurring revenue streams over the lifetime of a contract.

Non_Recurring_Revenue__c + Contract_Length_Months__c *
Recurring_Revenue__c
For details about using these operators, see + (Add) and * (Multiply).

Pricing
Total Amount
This formula calculates a total amount based on unit pricing and total units.

Unit_price__c * Total_units__c
For details about using this operator, see * (Multiply).

User Pricing
This formula calculates a price per user license.

Total_license_rev__c / Number_user_licenses__c
For details about using this operator, see / (Divide).

Project Management
Calculate Intermediate Milestone from End Date
This formula calculates intermediate milestone dates by subtracting days from the end date (for projects that are
planned based on end date).

Release_Date__c - 7 * Phase_duration_in_weeks__c
For details about using this operator, see * (Multiply).

Scoring Calculations
Lead Scoring
This formula scores leads, providing a higher score for phone calls than website requests.

CASE(LeadSource, "Phone", 2, "Web", 1, 0)

Here's a formula that scores a lead based on his or her rating:

CASE(1, IF(ISPICKVAL(Rating, "Hot"), 1, 0), 3, IF(ISPICKVAL(Rating,

"Warm"), 1, 0), 2, IF(ISPICKVAL(Rating, "Cold"), 1, 0), 1))
For details about using this function, see CASE.

Customer Success Scoring

This formula uses a simple scoring algorithm to rank customers a high score for positive survey results in Salesforce.

Survey_Question_1__c * 5 + Survey_Question_2__c *2
For details about using these operators, see* (Multiply) and + (Add).