Sample Account Management Formulas

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

Account Rating

This formula evaluates Annual Revenue, Billing Country, and Type, and assigns a value of “Hot,” “Warm,” or “Cold.”

IF (AND (AnnualRevenue > 10000000, 
CONTAINS (CASE (BillingCountry, "United States", "US", "America", "US", "USA", "US", "NA"), "US")), 
IF(ISPICKVAL(Type, "Manufacturing Partner"), "Hot", 
IF(OR (ISPICKVAL (Type, "Channel Partner/Reseller"), 
ISPICKVAL(Type, "Installation Partner")), "Warm", "Cold")), 
"Cold")

In addition, you can reference this Account Rating formula field from the contact object using cross-object formulas.

Account.Account_Rating__c

Account Region

This formula returns a text value of “North,” “South,” “East,” “West,” or “Central” based on the Billing State/Province of the account.

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"))))))

Contract Aging

This formula calculates the number of days since a contract with an account was activated. If the contract Status isn’t “Activated,” this field is blank.

IF(ISPICKVAL(Contract_Status__c, "Activated"), 
NOW() - Contract_Activated_Date__c, null)