Create a formula field that returns an image to indicate data quality.

Sales Managers have asked for an at-a-glance solution to see completeness on leads. Create a helper formula field that looks at 5 key fields on the Lead object and evaluates their completeness, then a second formula field that references the helper formula and returns an image.

• The helper formula field should be on the Lead object with a name of 'Lead Quality Helper' and a resulting API name of 'Lead_Quality_Helper__c'.
• The helper formula should be of type Number.
• The helper formula should evaluate the following 5 fields: Email, Phone, Company, Title, and Industry and return 0 if blank and 1 if not blank. The formula should then add all the values together to return a total value.
• The image formula should be on the Lead object with a name of 'Lead Quality' and a resulting API name of 'Lead_Quality__c'.
• The image formula should reference the helper formula, and return an image based on the number returned by the helper formula. The helper formula should be of type Text. Note: All of these images are already available in your Developer Edition.
  • 1 = /img/samples/stars_100.gif with alternate text '1 star'
  • 2 = /img/samples/stars_200.gif with alternate text '2 stars'
  • 3 = /img/samples/stars_300.gif with alternate text '3 stars'
  • 4 = /img/samples/stars_400.gif with alternate text '4 stars'
  • 5 = /img/samples/stars_500.gif with alternate text '5 stars'
• If none of the fields are filled out, the default should be /img/samples/stars_000.gif with alternate text '0 stars'.
• The 'Lead Quality' formula must be added to the Lead Layout page layout.

1) Create one custom 'Lead Quality Helper' formula field of type number on lead object and enter the below formula.

IF(ISBLANK(Email) , 0, 1) + IF(ISBLANK(Phone) , 0, 1) + IF(ISBLANK(Company) , 0, 1) + IF(ISBLANK(Title) , 0, 1) + IF( ISPICKVAL(Industry , ""), 0, 1)

2) Create one custom 'Lead Quality' formula field of type text on lead object and enter the below formula.

IMAGE( 

CASE( Lead_Quality_Helper__c , 

1, "/img/samples/stars_100.gif ", 

2, "/img/samples/stars_200.gif", 

3, "/img/samples/stars_300.gif", 

4, "/img/samples/stars_400.gif", 

5, "/img/samples/stars_500.gif", 

"/img/samples/stars_000.gif"), 

"0 stars")