Part6=======>>>Formulas for:::
• Opportunity Management
• Web Site Links
Opportunity Management
Create Event
Adds a link called "Create Event" that, when clicked, creates a new event that is associated with the current opportunity.
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Formula------->HYPERLINK("00U/e?retURL=%2F006x0000001T8Om &what_id=" & {!Id}, "Create Event")
Opportunity Data Completeness
Calculates the percentage of your important opportunity fields that are being filled by your sales personnel. This formula field checks 5 fields to see if they are blank. If so, a zero is counted for that field. A "1" is counted for any field that contains a value and this total is divided by 5 (the number of fields evaluated).
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Formula-------->(IF(ISNULL({!Maint_Amount__c}), 0, 1) + IF(ISNULL({!Services_Amount__c} ), 0,1) + IF(ISNULL({!Discount_Percent__c} ), 0, 1) +
IF(ISNULL({!Amount} ), 0, 1)+IF(ISNULL
({!Timeline__c} ), 0, 1)) / 5
Opportunity Discounting with Approval
Add a "Discount Approved" checkbox to Opportunity. Sets up FLS so that only a sales ops exec can approve discounts. Uses conditional logic to check the value of the approval flag before calculating the commission.
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Formula--------->IF({!Discount_Approved__c, ROUND({!Amount} – {!Amount} * {!DiscountPercent__c}, 2), {!Amount})
Total Deal Size
Calculates the sum of maintenance and services amounts.
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Formula--------->{!Amount} + {!Maint_Amount__c} + {!Services_Amount__c}
Completed Opportunity Fields
Calculates the percentage of your important opportunity fields that are being filled by your sales personnel. This formula field checks 5 fields to see if they are blank. If so, a zero is counted for that field. A "1" is counted for any field that contains a value, and this total is divided by 5 (the number of fields evaluated).
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Formula---------->(IF(ISNULL({!Maint_Amount__c}), 0, 1) + IF(ISNULL({!Services_Amount__c} ), 0,1) + IF(ISNULL({!Discount_Percent__c} ), 0, 1) +
IF(ISNULL({!Amount} ), 0, 1)+IF(ISNULL(
{!Timeline__c} ), 0, 1)) / 5
Revenue Display (no "$")
Returns the expected revenue amount of an opportunity in text format without a dollar sign. For example, if the Expected Revenue of a campaign is "$200,000," this formula field displays "200000."
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Formula----------->TEXT({!ExpectedRevenue})
Expected Product Revenue
Calculates total revenue from multiple products, each with a different probability of closing.
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Formula--------->{!ProductA_probability__c} * {!ProductA_revenue__c} + {!ProductB_probability__} * {!ProdB_revenue__c}
Shipping Cost by Weight
Calculates postal charges based on weight.
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Formula--------->{!package_weight__c}*{cost_lb__c}
Professional Services Calculation
Estimates professional service fees at an average loaded rate of $1200 per day. Consulting Days is a custom field on Opportunity.
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Formula--------->{!Consulting_Days__c} * 1200
WEB SITE LINKS
Web Site Link
Creates a link named "Company’s Website" that connects a user to the Web site address on the account record.
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Formula-------->HYPERLINK({!Website}, "Company’s Website")
• Opportunity Management
• Web Site Links
Opportunity Management
Create Event
Adds a link called "Create Event" that, when clicked, creates a new event that is associated with the current opportunity.
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|
Formula------->HYPERLINK("00U/e?retURL=%2F006x0000001T8Om &what_id=" & {!Id}, "Create Event")
Opportunity Data Completeness
Calculates the percentage of your important opportunity fields that are being filled by your sales personnel. This formula field checks 5 fields to see if they are blank. If so, a zero is counted for that field. A "1" is counted for any field that contains a value and this total is divided by 5 (the number of fields evaluated).
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Formula-------->(IF(ISNULL({!Maint_Amount__c}), 0, 1) + IF(ISNULL({!Services_Amount__c} ), 0,1) + IF(ISNULL({!Discount_Percent__c} ), 0, 1) +
IF(ISNULL({!Amount} ), 0, 1)+IF(ISNULL
({!Timeline__c} ), 0, 1)) / 5
Opportunity Discounting with Approval
Add a "Discount Approved" checkbox to Opportunity. Sets up FLS so that only a sales ops exec can approve discounts. Uses conditional logic to check the value of the approval flag before calculating the commission.
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Formula--------->IF({!Discount_Approved__c, ROUND({!Amount} – {!Amount} * {!DiscountPercent__c}, 2), {!Amount})
Total Deal Size
Calculates the sum of maintenance and services amounts.
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Formula--------->{!Amount} + {!Maint_Amount__c} + {!Services_Amount__c}
Completed Opportunity Fields
Calculates the percentage of your important opportunity fields that are being filled by your sales personnel. This formula field checks 5 fields to see if they are blank. If so, a zero is counted for that field. A "1" is counted for any field that contains a value, and this total is divided by 5 (the number of fields evaluated).
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Formula---------->(IF(ISNULL({!Maint_Amount__c}), 0, 1) + IF(ISNULL({!Services_Amount__c} ), 0,1) + IF(ISNULL({!Discount_Percent__c} ), 0, 1) +
IF(ISNULL({!Amount} ), 0, 1)+IF(ISNULL(
{!Timeline__c} ), 0, 1)) / 5
Revenue Display (no "$")
Returns the expected revenue amount of an opportunity in text format without a dollar sign. For example, if the Expected Revenue of a campaign is "$200,000," this formula field displays "200000."
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Formula----------->TEXT({!ExpectedRevenue})
Expected Product Revenue
Calculates total revenue from multiple products, each with a different probability of closing.
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Formula--------->{!ProductA_probability__c} * {!ProductA_revenue__c} + {!ProductB_probability__} * {!ProdB_revenue__c}
Shipping Cost by Weight
Calculates postal charges based on weight.
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Formula--------->{!package_weight__c}*{cost_lb__c}
Professional Services Calculation
Estimates professional service fees at an average loaded rate of $1200 per day. Consulting Days is a custom field on Opportunity.
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Formula--------->{!Consulting_Days__c} * 1200
WEB SITE LINKS
Web Site Link
Creates a link named "Company’s Website" that connects a user to the Web site address on the account record.
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Formula-------->HYPERLINK({!Website}, "Company’s Website")
