• Dips78
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Hi Folks,

 

I have a custom field (Score) on both my contact and lead objects that I want to includein campaign member reports. Since the report interface does not allow me include custom fields, I need to create a custom formula field (let's call it CMScore) on the Camapign Member object that pulls this data from the lead/ contact field. Can someone explain to me what syntax to use for the formula- i'm a newbee and nto familiar with using formulae.

 

This is essentially what it needs to do:

 

CMScore=

Lead.Score if CampaignMember is a Lead

Contact.Score if CamapignMember is a Contact

 

Any help is greatly appreciated!

 

Thanks!

 

  • March 21, 2013
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  • 0

Hi Folks,

 

I have a custom field (Score) on both my contact and lead objects that I want to includein campaign member reports. Since the report interface does not allow me include custom fields, I need to create a custom formula field (let's call it CMScore) on the Camapign Member object that pulls this data from the lead/ contact field. Can someone explain to me what syntax to use for the formula- i'm a newbee and nto familiar with using formulae.

 

This is essentially what it needs to do:

 

CMScore=

Lead.Score if CampaignMember is a Lead

Contact.Score if CamapignMember is a Contact

 

Any help is greatly appreciated!

 

Thanks!

 

  • March 21, 2013
  • Like
  • 0