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DivsDivs 

Formula

Hi,

 

I need to create a formula field which calculates Lead score based on the below parameters.

1.If Mobile phone field is not blank then 10 points if its blank then 0

2.Email field same as above

3.No of users  > o then 10 or 0

Can anyone write a formula for this.

Thanks

 

Steve :-/Steve :-/

Here's one of mine you can borrow and hack.

 

Datatype: Formula

Result: Number,0 decimal

Formula: 

IF(ISBLANK( Company ), 0,25) +
IF(ISBLANK(TEXT(Salutation)), 0,10) +
IF(ISBLANK( FirstName ), 0,10) +
IF(ISBLANK( LastName ), 0,10) +
IF(ISBLANK( Title ), 0,5) +
IF(ISBLANK( Phone ), 0,10) +
IF( ISBLANK( Street ), 0,10) +
IF( ISBLANK( City ), 0,10) +
IF( ISBLANK( Email ), 0,10)

 

 
DivsDivs

Hi Steve,

 

This is what i have done but its showing error .

Can you help me by correcting this.

 

IF(ISBLANK( Phone ), 0,10)+
IF( ISBLANK( Email ), 0,10)+
IF(ISBLANK(TEXT( Number_of_Potential_Users__c ), 0,10)+
IF(ISBLANK(TEXT( Why_now__c ), 0,10)+
IF(ISBLANK(TEXT( Next_Step__c ), 0,10)+
IF(ISBLANK(NUMBER( NumberOfEmployees ), 0,10)+
if ( ISPICKVAL( Status , "Open-Not contacted"), 0,
if ( ISPICKVAL( Status , "Working -Contacted"), 10,
if ( ISPICKVAL( Status , "Qualified"), 10,
if( ISPICKVAL( Status , "Responded"), 10,
if( ISPICKVAL( Status , "Qualified-converted"), 10,
if( ISPICKVAL( Status, "Closed-Not converted"), 0,
If( ISPICKVAL( Primary_Product_Interest__c ,"Sales cloud"),10,
If( ISPICKVAL( Primary_Product_Interest__c ,"Service cloud"),10,
If( ISPICKVAL( Primary_Product_Interest__c ,"Force.com Platform"),10,
If( ISPICKVAL( Primary_Product_Interest__c ,"Collaboration(Chatter"),10,
If( ISPICKVAL( Primary_Product_Interest__c ,"Jigsaw"),10,
If( ISPICKVAL( Primary_Product_Interest__c ,"Unsure"),0,
if ( ISPICKVAL( Time_frame_Compelling_Event__c , "1Month"), 10,
if ( ISPICKVAL( Time_frame_Compelling_Event__c , "2Month"), 10,
if ( ISPICKVAL( Time_frame_Compelling_Event__c , "3Month"), 0,
if ( ISPICKVAL( Time_frame_Compelling_Event__c , "Greater then 3 Month"), 0,
if ( ISPICKVAL( Is_Budget_allocated_for_this__c , "Yes"), 10,
if ( ISPICKVAL( Is_Budget_allocated_for_this__c , "No"), 0,0))))))))))))))))))))))

thanks in advance.
Steve :-/Steve :-/

What is the error you're getting?  Can you post a screenshot?
Steve :-/Steve :-/

Here, try this one:

 

IF(ISBLANK( Email ), 0,10)+
IF(ISBLANK(TEXT( Number_of_Potential_Users__c ), 0,10)+
IF(ISBLANK(TEXT( Why_now__c ), 0,10)+
IF(ISBLANK(TEXT( Next_Step__c ), 0,10)+
IF(ISBLANK(NUMBER( NumberOfEmployees ), 0,10)+
CASE(Status , 
"Open-Not contacted", 0,
"Working -Contacted", 10,
"Qualified", 10,
"Responded", 10,
"Qualified-converted", 10,
"Closed-Not converted", 0,
0) +
CASE(Primary_Product_Interest__c ,
"Sales cloud",10,
"Service cloud",10,
"Force.com Platform",10,
"Collaboration(Chatter)",10,
"Jigsaw",10,
"Unsure",0,
0) +
CASE( Time_frame_Compelling_Event__c , 
"1Month", 10,
"2Month", 10,
"3Month", 0,
"Greater then 3 Month", 0,
"Yes", 10,
"No", 0,0)

 
Steve :-/Steve :-/

Are you all set or do you still need help with this?
DivsDivs
IF(ISBLANK( Phone ), 0,10)+ IF( ISBLANK( Email ), 0,10)+ IF(ISBLANK(TEXT( Number_of_Potential_Users__c )), 0,10)+ IF(ISBLANK( Why_now__c), 0,10)+ IF(ISBLANK(( Next_Step__c )), 0,10)+ IF(ISBLANK( NumberOfEmployees ), 0,10)+ IF( ISPICKVAL(Status , "Open-Not contacted"), 0,+ IF( ISPICKVAL( Status , "Working -Contacted"), 10, IF( ISPICKVAL( Status , "Qualified"), 10, IF( ISPICKVAL( Status , "Responded"), 10, IF( ISPICKVAL( Status , "Qualified-converted"), 10, IF( ISPICKVAL( Status, "Closed-Not converted"), 0, IF( ISPICKVAL( Primary_Product_Interest__c ,"Sales cloud"),10, IF( ISPICKVAL( Primary_Product_Interest__c ,"Service cloud"),10, IF( ISPICKVAL( Primary_Product_Interest__c ,"Force.com Platform"),10, IF( ISPICKVAL( Primary_Product_Interest__c ,"Collaboration(Chatter"),10, IF( ISPICKVAL( Primary_Product_Interest__c ,"Jigsaw"),10, IF( ISPICKVAL( Primary_Product_Interest__c ,"Unsure"),0, IF ( ISPICKVAL( Time_frame_Compelling_Event__c , "1Month"), 10, IF( ISPICKVAL( Time_frame_Compelling_Event__c , "2Month"), 10, IF( ISPICKVAL( Time_frame_Compelling_Event__c , "3Month"), 0, IF( ISPICKVAL( Time_frame_Compelling_Event__c , "Greater then 3 Month"), 0, IF ( ISPICKVAL( Is_Budget_allocated_for_this__c , "Yes"), 10, IF ( ISPICKVAL( Is_Budget_allocated_for_this__c , "No"), 0,0))))))))))))))))))this is the formula i have used no ERROR but some fields are not working . Ex:When i put mobile no it should display score as 10 but its not showing that.any Idea why is this?
Steve :-/Steve :-/

When you post code can you use the Code Clipboard in the comment toolbar (the one with the C on it)?  It makes it a LOST easier to work with your code.
Steve :-/Steve :-/

That's not the formula I posted.  Why don't you use the formula I posted?