Creating Commonly Used Formulas

Name	Object	Field Data Type	Formula	Description
Days To Close	Opportunity	Formula - Number	IF( IsClosed =true, 0, CloseDate - TODAY())	Number of days until close date of the Opportunity. Field created for ClosePlan report purposes. (Note:Field can be replaced with row-level formula in the report.)
CP Last Modified (Days)	ClosePlan	Formula - Number	TODAY() - DATEVALUE( LastModifiedDate )	Number of days since last ClosePlan modified date.
SC Last Modified (Days)	ClosePlan	Formula - Number	TODAY() - DATEVALUE( TSPC__ModStampSC__c )	Number of days since last Scorecard modified date.

⚠️ Note: Salesforce Admin Access Required.

Go to Setup > Object Manager > ClosePlan > open it

Fields & Relationships > Click on New

Data Type: Select Formula > Next

Enter the Field Label and the Field Name for better orientation

Examples:

Field Label: SC Last Modified (Days)

Field Name: If the field is created by the ClosePlan team: SUBS_SC_LastModifiedDays

Field Name: If the field is created by the Client: SC_LastModifiedDays

Select Number and set Decimal places for 0 > Next

Enter the formula

Enter Description and Help Text if needed > Next

Select the field visibility per profile or for all profiles (recommended) > Next and Save

Note: For Field Name, the prefix ‘SUBS_' indicates the field was created by a subscriber org and is helpful for Salesforce administrators to know who created what.