Sample Formulas

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Contact - Prospect Contact Score

(Prospect_Contact_Score__c)

SAMPLE FORMULA: 
IF(MailingState = 'PA', 5, 0) + 
IF(TEXT(LeadSource) = 'Web', 10, 0) + 
CASE(TEXT(TargetX_SRMb__Status__c), 
"Lead", 5, 
"Inquiry", 10, 
"Applicant", 25, 
"Deposited", 50, 
0)

This formula assigns the Mailing State of PA a value of 5 points, the Lead Source value of Web 10 points, and the Statuses of Lead 5 points, Inquiry 10 points, Applicant 25 points, and Deposited 50 points.

Contact - Prospect Qualitative Score

(Prospect_Qualitative_Score__c)

This number field can be used to assign any numeric value to a student to influence the score directly.

Activity History

Prospect Score (Prospect_ Score__c)

Navigate to Setup and search for Activity Custom Fields, and select Edit next to the Prospect_Score field.

SAMPLE FORMULA:
IF(Subject = 'Email', 5, 0) +
IF(Subject = 'Call', 7, 0)

This formula assigns the Activity with a subject of Email a value of 5 points and an Activity with a subject of Call 7 points. You can customize this formula with the subjects you've selected for Activities.

Application

Prospect Score (Prospect_Score__c)

SAMPLE FORMULA:
IF(TEXT(TargetX_SRMb__Status__c) = "Complete - Pending Review", 15, 0) + 
IF(TEXT(TargetX_SRMb__Application_Decision__c) = "Accepted", 30, 0)

This formula assigns 15 points to the Application Status field value of Complete - Pending Review and 30 points to the Application Decision value of Accepted.

Email Broadcast Member

Prospect Score (Prospect_Score__c)

SAMPLE FORMULA:
CASE(TEXT(TargetX_Email__type__c), 
"HTML View", 10, 
"Interact", 15, 
0)

This formula assigns the values of HTML to view 10 points and Interact 15 points.

Contact Schedule Item

Prospect Score (Prospect_Score__c)

SAMPLE FORMULA:
IF(TargetX_Eventsb__Confirmed__c=True, 10, 0) + 
IF(TargetX_Eventsb__Attended__c=True, 25, 0)

This formula gives students who have registered for an event (Status of Confirmed) 10 points and students who Attend events 25 points.

Relationship - Prospect Score

(Relationship V1 - Family Relationships) - (Prospect_Score__c)

SAMPLE FORMULA:
IF(TargetX_SRMb__Legacy__c=True, 25, 0)

This formula awards 25 points to any record where the Legacy field is populated on the Relationships object.