Introducing calculated fields (private beta)
Overview Calculated Fields let you create custom fields that fill themselves in. Instead of updating numbers, dates or text by hand, you set up a formula once. The field then calculates its value automatically from your…
Overview
Calculated Fields let you create custom fields that fill themselves in. Instead of updating numbers, dates or text by hand, you set up a formula once. The field then calculates its value automatically from your other contact data. Use it to score leads, track how long since a contact was last engaged, count down to a renewal date, or format data consistently, with no manual work or workarounds. Calculated Fields is available in private beta.
What’s new
1. New “Calculated” custom field type: create fields whose values are worked out automatically from other fields on the contact.
Four calculation types:
- Custom formula: build your own equation using operators and functions.
- Time between: the time between two date fields.
- Time since: the time elapsed since a date, such as days since last purchase.
- Time until: the time left until a date, such as days until renewal.
2. Multiple output types: Results can be a Number, Boolean (true/false), Text, Date or Date-Time.
3. Flexible number formatting: Show a number as a formatted number, unformatted number, currency, percentage or duration (for example, “3 hrs 9 mins”).
4. Built-in function library: Math (SUM, AVERAGE, ROUND, MIN, MAX, ABS and more), Text (CONCAT, UPPER, LOWER, TRIM, LEFT, RIGHT, REPLACE and more), Date/Time (ADD_TIME, YEAR, MONTH, DAY, WEEKDAY and more) and Logic (IF, AND, OR, IS_KNOWN).
5. Test before you save: Try your formula with sample values. If something’s wrong, you get a clear error message that helps you fix it.
6. Always accurate: Values recalculate automatically when the source fields change. Calculated fields are read-only, so a manual edit, import or workflow can’t overwrite them by accident.
7. Available for opportunities and custom objects: Create calculated fields on contacts, opportunities and custom objects. All three are part of the private beta.
8. Filter smart lists by calculated fields: You can now filter your smart lists using calculated fields. 'Time since' and 'Time until' fields are the exception: they can be added as smart list columns but can’t be used as filters.
9. Use them across your CRM: Add calculated fields as smart list columns and filters, and use them in workflows.