Comments on: Derive a Rating using Formulas http://sfdc.arrowpointe.com/2008/03/27/derive-a-rating-using-formulas/ Authored by Scott Hemmeter of Arrowpointe Corp, this blog is written from the perspective of a Salesforce.com solution provider and contains information on Arrowpointe's AppExchange products as well as tips, findings, sample code, functionality wishes, etc. Sun, 12 Oct 2008 01:31:27 +0000 http://wordpress.org/?v=2.6.2 By: Scott Hemmeter http://sfdc.arrowpointe.com/2008/03/27/derive-a-rating-using-formulas/#comment-59417 Scott Hemmeter Fri, 28 Mar 2008 16:26:37 +0000 http://sfdc.arrowpointe.com/2008/03/27/derive-a-rating-using-formulas/#comment-59417 @Paul: That is brilliant! I had no idea that ISPICKVAL wasn't needed in the CASE function. That saves me lots of heartache and significantly reduces the risk of exceeding the formula size limit. Thanks! @Paul:

That is brilliant! I had no idea that ISPICKVAL wasn’t needed in the CASE function. That saves me lots of heartache and significantly reduces the risk of exceeding the formula size limit. Thanks!

]]> By: Paul http://sfdc.arrowpointe.com/2008/03/27/derive-a-rating-using-formulas/#comment-59416 Paul Fri, 28 Mar 2008 16:15:23 +0000 http://sfdc.arrowpointe.com/2008/03/27/derive-a-rating-using-formulas/#comment-59416 Great idea, although you'll have to make sure the data is updated or else something may move to hot even if the deal has stalled and nobody has gotten back to the rep. As for the formula, Salesforce hasn't fixed ispickval for if() functions, but they have fixed it for the case() function (where it was really needed). So, if you want a much simpler version then you can do this: Case( Status , "New","New", "Contacted", IF( Days_to_Close__c <= 60, "Warm", "Cold"), "Interested", IF( Days_to_Close__c <= 90, "Warm", "Cold"), "Presentation", IF( Days_to_Close__c <= 30, "Hot", IF( Days_to_Close__c <= 90, "Warm", "Cold")), "Sent I/O", IF( Days_to_Close__c <=90, "Hot", "Warm"), "Sold", "Won", "Lost - No Contact", "Lost", "Lost - No Budget", "Lost", "Lost - Not Interested", "Lost", "") Great idea, although you’ll have to make sure the data is updated or else something may move to hot even if the deal has stalled and nobody has gotten back to the rep.

As for the formula, Salesforce hasn’t fixed ispickval for if() functions, but they have fixed it for the case() function (where it was really needed). So, if you want a much simpler version then you can do this:

Case( Status ,
“New”,”New”,
“Contacted”, IF( Days_to_Close__c <= 60, “Warm”, “Cold”),
“Interested”, IF( Days_to_Close__c <= 90, “Warm”, “Cold”),
“Presentation”, IF( Days_to_Close__c <= 30, “Hot”, IF( Days_to_Close__c <= 90, “Warm”, “Cold”)),
“Sent I/O”, IF( Days_to_Close__c <=90, “Hot”, “Warm”),
“Sold”, “Won”,
“Lost - No Contact”, “Lost”,
“Lost - No Budget”, “Lost”,
“Lost - Not Interested”, “Lost”,
“”)

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