Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can help you automatically populate fields to help manage your Accounts and Contacts
Account Region:
This formula calculates the Region the Account is located in based on the State from Billing Address. You can edit the formula to match your regions or to use another address field.
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”))))))
If the Billing State is Blank then the Region is None. If the Billing State is in the first group of states then the Region in West. If the Billing State is in the second group of states then the Region in East. If the Billing State is in the third group of states then the Region in South. If the Billing State is in the fourth group of states then the Region in North. If the Billing State is not blank and is not in any of the groups of states then the Region is Other.
Account fields displayed on the Contact Record:
These formulas are examples of common Account fields that can be displayed on the Contact record.
Account.Name
Account.Phone
By adding “Account” before the Account field you want to display with a period (.) in between will work for most fields.
Month Indicator of an Important Date:
Calculates the Month of any given date. For example the month of a person’s birthdate or the month of the last activity related to the record or the month of renewal of a contract.
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”, “blank”)
Calculates the month of the given date using a Case statement to display the text version of the month. If you just want the number of the month use MONTH({!LastActivityDate})
IF ( MONTH({!Birthdate}) = MONTH(TODAY()), “Yes”, “”)
If the Month of the Birthdate (or any given date) is equal the month of Today then the value is Yes otherwise the value is blank.
Contact Age in Years as of Today:
FLOOR((TODAY() – {!Birthdate})/365)
Calculates the age by subtracting the Birthdate from Today and dividing it by 365 days. The Floor function removes the decimal points.
Check for Data Completeness:
This formula can be used on any object to check for field values and populate a field to Alert users that there is missing information. For this example we will check for Phone and Email.
IF({!Phone} = “”, “No Phone “, “”) + IF({!Email} = “”, “No Email”, “”)
If the Phone field is blank then populate the value with “No Phone “. If the Phone field is not blank then no value will be added.
If the Email field is blank then populate the value with “No Email “. If the Email field is not blank then no value will be added.
