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barbkuntz
How do I write a query against a boolean field?
I have a new requirement for my lead scoring formula. I need a line that says "If HasOptedOutOfEmail" equals "True" score the entire lead as 0.
My existing formula reads:
__________________________________________________________
IF( OR(
ISPICKVAL ( Status , "Duplicate Lead" ) ,
ISPICKVAL ( Status , "No Potential" )
) ,
0 ,
IF(
OR(
Contains (Email, "yahoo" ) ,
Contains (Email, "hotmail" ) ,
Contains (Email, "gmail" ) ,
Contains (Email, "rr.com" ) ,
Contains (Email, "aol" ) ,
Contains (Email, "earthlink"),
Contains (Email, "verizon" )
) ,
2 ,
+(
CASE ( LeadSource ,
"Advertising", 4,
"Directory Listing (paid)", 3,
"Directory Listing (unpaid)", 1,
"Email", 4, "E Newsletter", 5,
"Inbound Call MUC", 5,
"Inside Sales", 1,
"Other", 1,
"Press Release", 3,
"Rep Lead", 1,
"Seminar / Conference", 4,
"Technical Article", 4,
"Top 10", 1,
"Tradeshow", 5,
"Web", 5,
"Organic - Google", 5,
"PPC - Google", 5,
"Google AdWords", 5,
0)
+
CASE (Industry ,
"Aerospace", 5,
"Alternative Energy", 5,
"Automation", 3,
"Automotive", 4,
"Batteries", 4,
"Chemicals", 2,
"Communications", 3,
"Computers & Peripherals", 3,
"Contract Mfr", 3,
"Crystal", 2,
"Defense/Military", 4,
"Displays", 4,
"Electronic Components", 4,
"Heating Elements", 3,
"Home Appliance", 2,
"LED", 1,
"Lighting", 3,
"Manufacturing", 1,
"Medical", 5,
"Misc", 1,
"Motors & Coils", 3,
"Nuclear Power", 5,
"Photonics", 4,
"Semiconductors", 3,
"Solar Cells", 5,
"Technology", 1,
"Telecom", 2,
"Tools", 2,
0)
)
)
)
ISPICKVAL ( Status , "Duplicate Lead" ) ,
ISPICKVAL ( Status , "No Potential" )
) ,
0 ,
IF(
OR(
Contains (Email, "yahoo" ) ,
Contains (Email, "hotmail" ) ,
Contains (Email, "gmail" ) ,
Contains (Email, "rr.com" ) ,
Contains (Email, "aol" ) ,
Contains (Email, "earthlink"),
Contains (Email, "verizon" )
) ,
2 ,
+(
CASE ( LeadSource ,
"Advertising", 4,
"Directory Listing (paid)", 3,
"Directory Listing (unpaid)", 1,
"Email", 4, "E Newsletter", 5,
"Inbound Call MUC", 5,
"Inside Sales", 1,
"Other", 1,
"Press Release", 3,
"Rep Lead", 1,
"Seminar / Conference", 4,
"Technical Article", 4,
"Top 10", 1,
"Tradeshow", 5,
"Web", 5,
"Organic - Google", 5,
"PPC - Google", 5,
"Google AdWords", 5,
0)
+
CASE (Industry ,
"Aerospace", 5,
"Alternative Energy", 5,
"Automation", 3,
"Automotive", 4,
"Batteries", 4,
"Chemicals", 2,
"Communications", 3,
"Computers & Peripherals", 3,
"Contract Mfr", 3,
"Crystal", 2,
"Defense/Military", 4,
"Displays", 4,
"Electronic Components", 4,
"Heating Elements", 3,
"Home Appliance", 2,
"LED", 1,
"Lighting", 3,
"Manufacturing", 1,
"Medical", 5,
"Misc", 1,
"Motors & Coils", 3,
"Nuclear Power", 5,
"Photonics", 4,
"Semiconductors", 3,
"Solar Cells", 5,
"Technology", 1,
"Telecom", 2,
"Tools", 2,
0)
)
)
)
Jakester
You can probably put this several places in your code, and the code is very simple:
Code:
barbkuntz
Thank you! That did it!