"Formula" Field Type

"Formula" Field Type

I see a few ideas that are similar, so what's one more added to the mix?

It would be GREAT, if we could have a field type of "formula" much like SFDC, so that we can perform basic functions on a field's value or add field values together.

That's it, sounds simple, but it would be a HUGE help.

Thanks!

John
LeadMD
7 Comments
Anonymous
Not applicable
Awesome idea!!  This would be a very helpful feature.

John
Anonymous
Not applicable
Unless may be overlooking the context there is an option to define formula fields and then set values such as
Choice 1: If ‘SFDC Type’ is ‘contact’ then:
Value: is ‘{{lead.SFDC Id}}’
Default Choice:
Value: is ‘no-value’

or even concatenate tokens such as {{lead.first name}} {{lead.last name}}

The editor allows to set conditions.

Anonymous
Not applicable
Hi,

So I am hoping the tech team understands that what I am looking for is a true formula field.  Such as a way to add score values together.

For example:

{{lead.Behavioral Score}} + {{lead.Demographic Score}}

Obviously there are a ton of other applications, but this one alone would alleviate the need to add score to both the Behavioral/Demographic and Lead score fields in the flow steps.

Thanks!

John
Anonymous
Not applicable
John's idea is above is necessary, but not sufficient IMO.

We need to be able to use fuctions such as if() and min() also.

The idea is to be able to perform formula values within Marketo leads only without needing to sync to SFDC.

And while adding ghe Behavior Score and the Demographic Score is fine, I like to limit that value to requiring that the Behavior Score be at least a 1.  Thus the need for the if().


Anonymous
Not applicable
This might be a new idea on it's own, but in the current "Formula" field type for Marketo only fields, I cannot use the Account fields to create the values. 
Example:
If Customer Type is Direct set value to 'Contact your renewals manager'
If Customer Type is Indirect set value to 'Contact your distributor'

Since the field "Customer Type" sits on the SFDC Account object, I can't use it as a condition. 

While the above seems like a no brainer to me, what would be even more amazing is if we could use Tokens in these formulas!!
Jason_Webber1
Level 1

Formula fields should be able to return a category value. Example to get the greatest score:

MAX(ProdAScore,ProdBScore,ProdCScore,ProdDScore,ProdEScoreProdFScore)

Returns "ProdDScore" with the following values:

ProdAScore=0

ProdBScore=0

ProdCScore=4

ProdDScore=9

ProdEScore=4

ProdFScore=1

kh-lschutte
Community Manager
Status changed to: Open Ideas