Sample Scoring Calculations Formulas

Score leads by source or rating, and rank customers based on survey results.

Available in: both Salesforce Classic and Lightning Experience

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

For details about using the functions included in these samples, see Formula Operators and Functions by Context.

Lead Scoring

This formula scores leads, providing a higher score for phone calls than website requests.

CASE(LeadSource, "Phone", 2, "Web", 1, 0)

Here's a formula that scores a lead based on his or her rating:

CASE(1, IF(ISPICKVAL(Rating, "Hot"), 1, 0), 3, IF(ISPICKVAL(Rating, "Warm"), 1, 0), 2, IF(ISPICKVAL(Rating, "Cold"), 1, 0), 1))

This formula uses a simple scoring algorithm to rank customers a high score for positive survey results in Salesforce.

Survey_Question_1__c * 5 + Survey_Question_2__c *2

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