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Topics#TrailheadNicholas Hale's Question
Nicholas Hale asked in #Trailhead
Dec 22, 2015, 5:58 PM

Create a formula field that returns an image to indicate data quality

Sales Managers have asked for an at-a-glance solution to see completeness on leads. Create a helper formula field that looks at 5 key fields on the Lead object and evaluates their completeness, then a second formula field that references the helper formula and returns an image.

>The helper formula field should be on the Lead object with a name of 'Lead Quality Helper' and a resulting API name of 'Lead_Quality_Helper__c'.

>The helper formula should be of type Number.

>The helper formula should evaluate the following 5 fields: Email, Phone, Company, Title, and Industry and return 0 if blank and 1 if not blank. >The formula should then add all the values together to return a total value.

>The image formula should be on the Lead object with a name of 'Lead Quality' and a resulting API name of 'Lead_Quality__c'.

>The image formula should reference the helper formula, and return an image based on the number returned by the helper formula. The helper formula should be of type Text. Note: All of these images are already available in your Developer Edition.

1 = /img/samples/stars_100.gif with alternate text '1 star'

2 = /img/samples/stars_200.gif with alternate text '2 stars'

3 = /img/samples/stars_300.gif with alternate text '3 stars'

4 = /img/samples/stars_400.gif with alternate text '4 stars'

5 = /img/samples/stars_500.gif with alternate text '5 stars'

If none of the fields are filled out, the default should be /img/samples/stars_000.gif with alternate text '0 stars'.

The 'Lead Quality' formula must be added to the Lead Layout page layout.

ok so im having trouble on this challenege on trailhead. im confused what it means by helper formula, like how would we create a helper formular? also how would we create a image formula?

thanks if anyone answers 
37 answers
  1. James Loghry
    Dec 22, 2015, 6:01 PM
    A helper formula is just a formula field that is referenced by another formula field.  For instance I create a Formula_A__c field that references Formula_B__c.

    For an image formula, you'll create formula field that's actually a Text type, and then in the formula editor you'll use the IMAGE() formula to produce an image.  The image formula is actually discussed in the description or scenario of the same Trailhead challenge you're working on. 
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