Hi,
Is there any way to write a conditional rule for levels?
For example, I want to create a level for Lapsed Donors where Total Giving > $0 but Total Gifts Last Year = 0. It appears I can only choose a minimum/maximum value on one source field at a time.
Any thoughts or suggestions?
@Fundraising
@Getting Started with Salesforce
@System Administrators
@Nonprofit Success Pack
@Blackthorn | Donations
@Foundations / Philanthropy (ARCHIVED)
You can build a formula that spits out a number based on any number of fields. Levels are based off of ranges of numbers, as you noted. Therefore, the formula would need to return a number you can segment levels on. You'd have to make a scale of some kind in which your Lapsed folks are a number in that scale. The formula would take some playing depending on what else is needed to set the level, of course.
If lapsed per your formula, return "1", else
If current donors from $1-100, return "2", else
If current donors from $101-$250, return "3", etc
The level is set from that 1, 2, 3, etc. If you only need levels for reporting in the moment, you *could* just use the formula and skip all the level stuff, but they have the added bonus of recording previous level and being linked to engagement plans AND you can build automation off level changes since it's an actual record change.
