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Topics#Reports & DashboardsKiely Shimabukuro's Question
Kiely Shimabukuro (Dell Technologies) asked in #Reports & Dashboards
Jan 3, 2013, 3:41 PM

I want to add a field based on the completion of other fields within the leads..

I am wanting to create another field within a lead based upon the completion of existing fields within the same lead. For instance, I want to create a tier system where I can, based upon completion of address, contact name, contact email, and contact phone number, see which tier each lead is on. Is there any way I can have a view within SF to see such a report with this information?
8 answers
  1. Aaron DeRan (Deloitte)
    Jan 3, 2013, 4:01 PM
    If you arent hell bent on "tiers" how about points?

     

    Formula field with Number Output:

     

    IF(NOT(ISBLANK(FirstName)), 1,0)+

     

    IF(NOT(ISBLANK(LastName)), 1,0)+

     

    IF(NOT(ISBLANK(Phone)), 1,0)+

     

    IF(NOT(ISBLANK(Email)), 1,0)+

     

    IF(NOT(ISBLANK(Street)), 1,0)

     

    Then the higher the number, the more complete the Lead is and you can run a report looking for Leads where this field is < 3 for less complete Leads.
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