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            Sample Data Categorization Formulas

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            Sample Data Categorization Formulas

            Use these formulas for data categorizations.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: All Editions

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

            Deal Size Large and Small

            This formula displays “Large Deal” for deals over one million dollars or “Small Deal” for deals under one million dollars.

            IF(Sales_Price__c > 1000000, 
"Large Deal", 
"Small Deal")

            Deal Size Small

            This formula displays Small if the price and quantity are less than one. This field is blank if the asset has a price or quantity greater than one.

            IF(AND(Price<1,Quantity<1),"Small", null)

            Product Categorization

            This formula checks the content of a custom text field named Product_Type and returns Parts for any product with the word “part” in it. Otherwise, it returns Service. The values are case-sensitive, so if a Product_Type field contains the text “Part” or “PART,” this formula returns Services.

            IF(CONTAINS(Product_Type__c, "part"), "Parts", "Service")
             
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