Salesforce Formula Practice Questions | The Ultimate Guide : Aman

Salesforce Formula Practice Questions | The Ultimate Guide
by: Aman
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Certainly, here’s a list of practice questions involving Salesforce formulas that cover various aspects and use cases:

1. Create a formula field called Total_Revenue__c on the Opportunity object that calculates the total revenue by multiplying the Unit_Price__c and Quantity__c fields.
2. On the Contact object, create a formula field called Age__c that calculates the age of the contact based on the birthdate field.
3. 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 fields Lead_Score__c and Lead_Source__c.
4. Create a formula field on the Opportunity object that checks if the CloseDate is greater than today’s date and returns a Boolean value.
5. On the Account object, create a formula field called Account_Priority__c that calculates the priority based on custom fields such as Annual_Revenue__c, Number_of_Employees__c, and Industry__c.
6. 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.
7. 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.
8. Create a formula field on the Task object that calculates a custom due date based on the record’s created date and priority.
9. On the Lead object, create a formula field called Conversion_Probability__c that calculates the conversion probability based on custom fields like Lead_Score__c, Lead_Source__c, and Industry__c.
10. Create a formula field on the Opportunity object called Stage_Duration__c that calculates the duration in days between the CloseDate and the Last_Stage_Change__c date.
11. 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.
12. 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.
13. Create a formula field on the Opportunity object called Probability__c that calculates the probability of closing the deal based on the Opportunity Stage.
14. 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.
15. 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.
16. 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.
17. 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.
18. 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.
19. 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.
20. 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.
21. 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.
22. 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.
23. 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.
24. 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).
25. 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.
26. Create a formula field on the Task object that calculates the age of the task in minutes, hours, or days since its creation.
27. 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.
28. 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.
29. 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.
30. 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.
31. Create a formula field on the Task object that calculates the due date for the task based on its priority and the current date.
32. 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.
33. 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.

Check out another amazing blog by Aman here:: Understanding the Salesforce Data Import Tool

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September 29, 2023 at 01:17AM
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