Certainly, here’s a list of practice questions involving the Salesforce Formula that cover various aspects and use cases:
- Create a formula field called
Total_Revenue__c
on the Opportunity object that calculates the total revenue by multiplying theUnit_Price__c
andQuantity__c
fields. - On the Contact object, create a formula field called
Age__c
that calculates the age of the contact based on the birthdate field. - For the Lead object, create a formula field called
Lead_Rating__c
that assigns a rating (Hot, Warm, Cold) based on the values in custom fieldsLead_Score__c
andLead_Source__c
. - Create a formula field on the Opportunity object that checks if the
CloseDate
is greater than today’s date and returns a Boolean value. - On the Account object, create a formula field called
Account_Priority__c
that calculates the priority based on custom fields such asAnnual_Revenue__c
,Number_of_Employees__c
, andIndustry__c
. - Create a formula field on the Opportunity object called
Discount_Amount__c
that calculates a custom discount based on criteria like Opportunity Type and Stage. - For the Case object, create a formula field called
Case_Age__c
that calculates the age of the case based on the created date and displays it in hours or days. - Create a formula field on the Task object that calculates a custom due date based on the record’s created date and priority.
- On the Lead object, create a formula field called
Conversion_Probability__c
that calculates the conversion probability based on custom fields likeLead_Score__c
,Lead_Source__c
, andIndustry__c
. - Create a formula field on the Opportunity object called
Stage_Duration__c
that calculates the duration in days between theCloseDate
and theLast_Stage_Change__c
date. - On the Contact object, create a formula field called
Full_Name__c
that combines the first name and last name fields into a single full name. - For the Case object, create a formula field called
Case_Priority__c
that assigns a priority (High, Medium, Low) based on the case’s status and the time since it was created. - Create a formula field on the Opportunity object called
Probability__c
that calculates the probability of closing the deal based on the Opportunity Stage. - On the Account object, create a formula field called
Account_Health_Score__c
that calculates an overall health score based on custom fields related to customer satisfaction, revenue growth, and support cases. - For the Lead object, create a formula field called
Response_Time__c
that calculates the time it took for a sales representative to respond to the lead, based on custom fields for lead creation and first interaction. - Create a formula field on the Task object that adjusts the task’s priority based on the urgency specified in a custom field and the due date.
- On the Lead object, create a formula field called
Status_Reason__c
that combines the Lead Status and Reason fields into a single, more informative field. - Create a formula field on the Opportunity object called
Win_Probability__c
that calculates the win probability based on the Opportunity Stage and other custom factors. - For the Account object, create a formula field called
Territory__c
that assigns the appropriate territory based on custom fields like Industry, Location, and Account Size. - On the Product object, create a formula field called
Product_Margin__c
that calculates the profit margin based on the cost price and selling price of the product. - For the Case object, create a formula field called
Escalation_Indicator__c
that displays “Yes” if the case is overdue based on the SLA (Service Level Agreement) criteria, and “No” otherwise. - Create a formula field on the Opportunity object called
Forecast_Category__c
that automatically sets the forecast category based on the Opportunity Stage and other custom criteria. - On the Account object, create a formula field called
Account_Age__c
that calculates the age of the account based on the account’s creation date. - Create a formula field on the Task object that sets the task priority differently based on the related Account’s type (e.g., High priority for “Enterprise” accounts, Low priority for “SMB” accounts).
- On the Opportunity object, create a formula field called
Forecast_Amount__c
that calculates the forecasted amount based on the Opportunity Amount and Probability fields. - Create a formula field on the Task object that calculates the age of the task in minutes, hours, or days since its creation.
- On the Opportunity object, create a formula field called
Stage_Age__c
that calculates the age of the opportunity in days since it entered its current stage. - For the Account object, create a formula field called
Renewal_Date__c
that calculates the renewal date based on the contract end date and the custom renewal term field. - Create a formula field on the Task object that summarizes the status of related tasks (e.g., “In Progress,” “Completed”) and displays it in a single field.
- For the Lead object, create a formula field called
Assigned_Territory__c
that assigns the lead to a specific sales territory based on the lead’s geographical location. - Create a formula field on the Task object that calculates the due date for the task based on its priority and the current date.
- For the Case object, create a formula field called
Resolution_Time__c
that calculates the time it took to resolve the case based on the created date and closed date. - On the Task object, create a formula field called
Task_Aging_By_Priority__c
that calculates the age of the task in hours or days based on its priority.