Hot - high level of account engagement (Activities, Opportunities, etc)
Warm - some level of engagement
Cold - low or no level of engagement
Here is the formula I created but it keeps throwing errors:
IF( Activity_Completed_in_Past_60_Days__c = FALSE || Oppty_Closed_Lost_in_Past_Year__c = TRUE || Count_of_Opportunities_Total__c = 0 ,
"COLD") ,
IF(Oppty_Closing_in_Next_30_Days__c = TRUE || Activity_Completed_in_Past_30_Days__c = TRUE || Oppty_Closed_Won_in_Past_30_Days__c = TRUE,
"HOT"),
IF( Activity_Completed_in_Past_60_Days__c = TRUE || Oppty_Closed_Won_in_Past_Year__c = TRUE || Oppty_Closing_in_Next_60_Days__c = TRUE,
"WARM"),
NULL)))
3 respuestas
You nesting is off a bit. It should read IF(THIS, THEN, ELSE) or in your case IF(THIS, THEN, IF(THIS, THEN, IF(THIS, THEN, ELSE))). IF(
Activity_Completed_in_Past_60_Days__c = FALSE ||
Oppty_Closed_Lost_in_Past_Year__c = TRUE ||
Count_of_Opportunities_Total__c = 0 ,
"COLD",
IF(
Oppty_Closing_in_Next_30_Days__c = TRUE ||
Activity_Completed_in_Past_30_Days__c = TRUE ||
Oppty_Closed_Won_in_Past_30_Days__c = TRUE,
"HOT",
IF(
Activity_Completed_in_Past_60_Days__c = TRUE ||
Oppty_Closed_Won_in_Past_Year__c = TRUE ||
Oppty_Closing_in_Next_60_Days__c = TRUE,
"WARM",
NULL
)
)
)
Make sense?
