--- schema_version: "1" id: 4b872f65b20f6908e1e59c22bbfbc26e3455223b2826b0f73cddd57d722ba564 title: Sample Contact Management Formulas collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/useful_advanced_formulas_contact_mgmt.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.useful_advanced_formulas_contact_mgmt.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e44d2d3db573d22ae17586c178194d9e7913ee856765fdc3c6551a17f08676fd description: Display account details on contact pages, create profile and website links, assign contact identifiers and priorities, and format addresses and phone numbers. products: - Salesforce Platform - Security release: "264" --- # Sample Contact Management Formulas Display account details on contact pages, create profile and website links, assign contact identifiers and priorities, and format addresses and phone numbers. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
For details about using the functions included in these samples, see [Formula Operators and Functions](https://help.salesforce.com/s/articleView?id=platform.customize_functions.htm&release=264.0.0&type=5 "Use these operators and functions when building formulas. All functions are available everywhere that you can include a formula, such as formula fields, validation rules, approval processes, and workflow rules, unless otherwise specified."). ## Contact's Account Discount Percent This percent formula displays the account's Discount Percent field on the contacts page. ``` Account.Discount_Percent__c ``` ## Contact's Account Name This formula displays the standard Account Name field on the contacts page. ``` Account.Name ``` ## Contact's Account Phone This formula displays the standard Account Phone field on the contacts page. ``` Account.Phone ``` ## Contact's Account Rating Use this formula to display the Account Rating field on the contacts page. ``` CASE(Account.Rating, "Hot", "Hot", "Warm", "Warm", "Cold", "Cold", "Not Rated") ``` ## Contact's Account Website This formula displays the standard Account Website field on the contacts page. ``` Account.Website ``` If the account website URL is long, use the HYPERLINK function to display a label such as “Click Here” instead of the URL. For example: ``` IF(Account.Website="", "", IF( OR(LEFT(Account.Website, 7) = "http://",LEFT(Account.Website, 8) = "https://"), HYPERLINK( Account.Website , "Click Here" ), HYPERLINK( "https://" & Account.Website , "Click Here" ) ) ) ``` This formula also adds the necessary "https://" before a URL if “http://” or “https://” wasn’t previously included in the URL field. ## Contact's LinkedIn™ Profile You can configure a link that appears on your contacts' profile page that sends you to their LinkedIn profile. To do so: 1. From the object management settings for contacts, go to Buttons, Links, and Actions. 2. Click **New Button or Link**. 3. Enter a Label for this link, like LinkedInLink. 4. Enter this formula in the content box: ``` https://www.linkedin.com/search/fpsearch?type=people&keywords ={!Contact.FirstName}+{!Contact.LastName} ``` 5. Click **Save**. Remember to add this link to the Contact page layout in order for it to show up. ## Contact Identification Numbering This formula displays the first five characters of a name and the last four characters of a social security number separated by a dash. This example uses a text custom field called SSN. ``` TRIM(LEFT(LastName, 5)) & "-" & TRIM(RIGHT(SSN__c, 4)) ``` ## Contact Preferred Phone This formula displays the contact’s preferred contact method in a contact related list—work phone, home phone, or mobile phone—based on a selected option in a Preferred Phone custom picklist. `CASE(Preferred_Phone__c, "Work", "w. " & Phone, "Home", "h. " & HomePhone, "Mobile", "m. " & MobilePhone, "No Preferred Phone")` ## Contact Priority This formula assesses the importance of a contact based on the account rating and the contact's title. If the account rating is `Hot` or the title starts with `Executive`, then the priority is high (P1). If the account rating is `Warm` or the title starts with `VP` then the priority is medium (P2), and if the account rating is `Cold` then the priority is low (P3). ``` IF(OR(ISPICKVAL(Account.Rating, "Hot"), CONTAINS(Title, "Executive")), "P1", IF(OR(ISPICKVAL(Account.Rating, "Warm"), CONTAINS(Title, "VP")), "P2", IF(ISPICKVAL(Account.Rating, "Cold"), "P3", "P3") ) ) ``` ## Contact Yahoo! ID This formula displays a clickable Yahoo! Messenger icon indicating if the person is logged on to the service. Users can click the icon to launch a Yahoo! Messenger conversation with the person. This example uses a custom text field called Yahoo Name on contacts where you can store the contact's Yahoo! Messenger ID. ``` HYPERLINK("ymsgr:sendIM?" & Yahoo_Name__c, IMAGE("https://opi.yahoo.com/online?u=" & Yahoo_Name__c & "&m;=g&t;=0", "Yahoo")) ``` ## Dynamic Address Formatting This formula field displays a formatted mailing address for a contact in standard format, including spaces and line breaks where appropriate depending on the country. ``` CASE(ShippingCountry, "USA", ShippingStreet & BR() & ShippingCity & ", " & ShippingState & " " & ShippingPostalCode & BR() & ShippingCountry, "France", ShippingStreet & BR() & ShippingPostalCode & " " & ShippingCity & BR() & ShippingCountry, "etc") ``` ## Phone Country Code This formula determines the phone country code of a contact based on the Mailing Country of the mailing address. `CASE(MailingCountry, "USA", "1", "Canada", "1", "France", "33", "UK", "44", "Australia", "61", "Japan", "81", "?")` ## Unformatted Phone Number This formula removes the parentheses and dash characters from North American phone numbers. This formula is necessary for some auto-dialer software. `IF(Country_Code__c = "1", MID( Phone ,2, 3) & MID(Phone,7,3) & MID(Phone,11,4), Phone)`