Contact - Contact Level
Description
This indicator shows a different icon based on different donor levels identified.
In Bundle
Fields
| Fields | Value |
|---|---|
| sObject | Contact |
| Field | Donor_Level_Value_Formula__c |
| Active | TRUE |
| Empty Static Text Behavior | Use Icon Only |
| Show False or Blank | FALSE |
| Zero Value Handling | Treat Zeroes as Blanks |
Extensions
Low-Mid
| Fields | Value |
|---|---|
| Label | Contact Low-Mid Value Donor |
| Indicator Item Extension Name | Contact_Level |
| Priority | 2.0 |
| Active | true |
| Minimum ( >= ) | 1000.0 |
| Maximum ( < ) | 5000.0 |
| Hover Text | Low-Mid Value Donor |
| Icon Value | standard:settings |
| Static Text | £ |
Mid
| Fields | Value |
|---|---|
| Label | Contact Mid-Value Donor |
| Indicator Item Extension Name | Contact_Level |
| Priority | 2.0 |
| Active | true |
| Minimum ( >= ) | 5000.0 |
| Maximum ( < ) | 10000.0 |
| Hover Text | Mid-Value Donor |
| Icon Value | standard:settings |
| Static Text | ££ |
Major Donor
| Fields | Value |
|---|---|
| Label | Contact Major Donor |
| Indicator Item Extension Name | Contact_Level |
| Priority | 1.0 |
| Active | true |
| Minimum ( >= ) | 10000.0 |
| Hover Text | Major Donor |
| Icon Value | standard:settings |
| Static Text | £££ |
Preparation
Donor_Level_Value_Formula__c is a custom field that returns a text value for XX and YY based on the value of the total donations received from that Contact.
Note: You can also just use values in the Indicator Item Extensions. However, creating a formula field allows the field to be used in multiple places, incluiding Reports.
The field display is in Pounds but you can use a Dollar sign if that is your currency.
Contributed By
Emma Keeling, Salesforce_Em