---
title: Let's have a field day!
description: Let's have a field day!
---

[RevOps Resonance](https://purplenerd.com/blog)

# [Let's have a field day!](https://purplenerd.com/blog/2012/12/14/lets-have-a-field-day)

 Written by [Becka](https://purplenerd.com/blog/author/sfdcnerd) | Dec 14, 2012 5:15:56 PM

Earlier this week, [my friend Garry](http://www.redargyle.com/) was a guest blogger on Salesforce's official blog. [His post](http://blogs.salesforce.com/company/2012/12/5-fields-every-salesforce-instance-should-have.html) was about the five fields that every Salesforce instance should have. Garry's post focused on some really great fields around customer metrics and selling opportunities. But it got me thinking - what are some of my favorite fields to create when I go in to a new org? I tend to think more about prospect profiling. Here are a few Account-level fields that are must-haves in my book.

<http://forcebehindtheforce.com/2012/12/14/lets-have-a-field-day/field/>

**Territory**

This is a great one, and super useful with smaller sales teams. It a formula field that calculates the territory (or sales rep name) based on state. You could certainly make it more general for larger teams - maybe sales regions for managers.

```
IF(ISBLANK(BillingState), "None",
IF(CONTAINS("AK:AZ:CA:HA:NV:NM:OR:UT:WA", BillingState), "Smith",
IF(CONTAINS("CO:ID:MT:KS:OK:TX:WY", BillingState), "Williams",
IF(CONTAINS("CT:ME:MA:NH:NY:PA:RI:VT", BillingState), "Jones",
IF(CONTAINS("AL:AR:DC:DE:FL:GA:KY:LA:MD:MS:NC:NJ:SC:TN:VA:WV", BillingState), "Bair",
IF(CONTAINS("IL:IN:IA:MI:MN:MO:NE:ND:OH:SD:WI", BillingState), "Greene", "Other"))))))
```

**Fortune Ranking**

A bear to maintain, but incredibly useful, adding a text field to track the Fortune 1000 ranks is one of my go-to fields in a new Salesforce org. Working with a great data provider can help to ease the burden of keeping this field up-to-date.

**Type**

Ok, this is actually a standard Salesforce field. So why is it on my list? Customization!! Making sure that the values available in this field are relevant to your business is a key step. This field in particular is important because it appears on the account hierarchy page. Now there is not a lot of customization that you can do to this page, so putting your company language in this field is vital. I like to use it to flag customers, former customers, partner, vendors and competitors - but use it for what makes sense for you!

Those are my top 3 Account must-haves. What about you? What are the first fields you create when setting up an new org?

[View full post](https://purplenerd.com/blog/2012/12/14/lets-have-a-field-day)

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