Formula recipes

Copy a recipe, paste it into the ƒx box, and change the values to match your data. Recipes are grouped by where you use them: the Filters section of a list or the Columns section. Each one shows a before and after so you can check it against a real record. New to formulas? Start with What formulas are and when to use one. Every recipe in the first two sections uses standard person and company fields, so it works in any account. The Salesforce and date recipes use placeholder field names. Replace them with names from your own Data Shape page. See How formulas find your data. In every table, the quotes around text show where it starts and ends. The quotes are not part of the value. Rows marked “same formula” use the formula from the row above.

Filter recipes

Paste these into Filters. Each gives back true or false. Every one starts with an exists() check, so records with a blank field leave the list. See Handle blank and messy values in formulas for why.

Keep only work email addresses

Leaves out people whose email is on a free provider. Add or remove domains to suit you.

exists($`person.email`) && !['gmail.com', 'yahoo.com', 'outlook.com', 'hotmail.com'].includes($`person.email`.toLowerCase().split('@')[1])

Email	After
`'ana@Acme.com'`	`true` (stays)
`'Bo@GMAIL.com'`	`false` (leaves)
No value	`false` (leaves)

Keep senior titles

Matches any title that contains one of the words, in any capitalization.

exists($`person.title`) && ['vp', 'director', 'head of', 'chief'].some(t => $`person.title`.toLowerCase().includes(t))

Title	After
`'VP of Sales'`	`true`
`'Chief Of Staff'`	`true`
`'Analyst'`	`false`
No value	`false`

Words match anywhere in the title, so 'vp' also matches a title with those letters inside a longer word. Check your results on a few real records.

Leave out interns and students

exists($`person.title`) && !['intern', 'student', 'assistant'].some(t => $`person.title`.toLowerCase().includes(t))

Title	After
`'Marketing Intern'`	`false`
`'Director'`	`true`
No value	`false`

Keep companies in a size band

exists($`company.employeeCount`) && $`company.employeeCount` >= 100 && $`company.employeeCount` < 1000

Employee count	After
`250`	`true`
`1200`	`false`
No value	`false`

Find records missing key details

Keeps people who lack at least one of the three.

!exists($`person.email`, $`person.firstName`, $`person.title`)

Email	First name	Title	After
`'a@b.co'`	`'A'`	`'X'`	`false`
`'a@b.co'`	`''`	`'X'`	`true`

Keep people in one of several lifecycle stages

['lead', 'mql', 'sql'].includes($`person.lifecycleStage`)

Lifecycle stage	After
`'mql'`	`true`
`'customer'`	`false`
No value	`false`

Keep people who have not unsubscribed

$`person.lifecycleStage` == 'lead' && $`person.consent` != 'unsubscribed'

Lifecycle stage	Consent	After
`'lead'`	`'subscribed'`	`true`
`'lead'`	`'unsubscribed'`	`false`

A person with no consent value passes != 'unsubscribed', because no value is not equal to that text. If you want only people with a known consent, add exists($person.consent) && at the start.

Match an email ending

Use this for a school or country domain.

exists($`person.email`) && $`person.email`.toLowerCase().endsWith('.edu')

Email	After
`'a@mit.edu'`	`true`
`'a@acme.com'`	`false`

Column recipes

Paste these into Columns. Each gives back a value for every row. Most return no value for a blank field, so the cell stays empty instead of showing 0 or the word null.

Show a full name, even when a piece is missing

(($`person.firstName` ?? '') + ' ' + ($`person.lastName` ?? '')).trim()

First name	Last name	After
`'Ann'`	`'Lee'`	`'Ann Lee'`
`'Ann'`	No value	`'Ann'`
No value	No value	`''` (empty text)

Show initials

(($`person.firstName` ?? '').charAt(0) + ($`person.lastName` ?? '').charAt(0)).toUpperCase()

First name	Last name	After
`'jordan'`	`'rivera'`	`'JR'`
`'Ann'`	No value	`'A'`
No value	No value	`''`

Fix a name typed in odd capitalization

exists($`person.firstName`) ? $`person.firstName`.charAt(0).toUpperCase() + $`person.firstName`.slice(1).toLowerCase() : null

First name	After
`'jORDAN'`	`'Jordan'`
No value	No value (empty cell)

Show the email domain

exists($`person.email`) ? $`person.email`.split('@')[1] : null

Email	After
`'jordan@acme.com'`	`'acme.com'`
No value	No value

Clean up a phone number

Removes dashes, spaces, and parentheses.

$`person.phone`.replaceAll('-', '').replaceAll(' ', '').replaceAll('(', '').replaceAll(')', '')

Phone	After
`'(415) 555-2671'`	`'4155552671'`
No value	No value

Shorten a long title

$`person.title`.slice(0, 20)

Title	After
`'Senior Manager, Demand Generation'`	`'Senior Manager, Dema'`
`'VP'`	`'VP'`

Label seniority

exists($`person.title`) ? (['vp', 'director', 'head of', 'chief'].some(t => $`person.title`.toLowerCase().includes(t)) ? 'Senior' : 'Other') : null

Title	After
`'Director, Demand Gen'`	`'Senior'`
`'Analyst'`	`'Other'`
No value	No value

Show city and state together

exists($`company.city`, $`company.state`) ? $`company.city` + ', ' + $`company.state` : ($`company.city` ?? $`company.state`)

City	State	After
`'Austin'`	`'TX'`	`'Austin, TX'`
`'Austin'`	No value	`'Austin'`
No value	`'TX'`	`'TX'`

Fill a blank with a label

$`company.industry`.trim() || 'Unknown'

Industry	After
`'Software'`	`'Software'`
`' '` (spaces only)	`'Unknown'`
No value	`'Unknown'`

Show revenue in millions

exists($`company.annualRevenue`) ? $`company.annualRevenue` / 1000000 : null

Annual revenue	After
`2500000`	`2.5`
No value	No value

Bucket revenue into bands

exists($`company.annualRevenue`) ? ($`company.annualRevenue` >= 10000000 ? 'Over $10M' : $`company.annualRevenue` >= 1000000 ? '$1M to $10M' : 'Under $1M') : 'Unknown'

Annual revenue	After
`25000000`	`'Over $10M'`
`2500000`	`'$1M to $10M'`
`500`	`'Under $1M'`
No value	`'Unknown'`

Salesforce recipes

Records that arrive from Salesforce carry the field names Salesforce uses, under a record type such as sfdc_lead or sfdc_contact. The names below are examples. Check yours on Data Shape, and replace the record type and field names in each formula.

Filters

You want to keep	Formula
Leads in one of two statuses	$`sfdc_lead.Status` == 'Open - Not Contacted' \|\| $`sfdc_lead.Status` == 'Working - Contacted'
Leads from certain sources	['Web', 'Webinar', 'Partner Referral'].includes($`sfdc_lead.LeadSource`)
Leads from companies with 200 or more employees	exists($`sfdc_lead.NumberOfEmployees`) && $`sfdc_lead.NumberOfEmployees` >= 200
People whose lead and contact emails disagree	exists($`sfdc_lead.Email`, $`sfdc_contact.Email`) && $`sfdc_lead.Email`.toLowerCase() != $`sfdc_contact.Email`.toLowerCase()

Here is how the first one works out.

Status	After
`'Working - Contacted'`	`true`
`'Closed - Converted'`	`false`
No value	`false`

The last filter compares two fields on the same person, which a built-in filter cannot do. The person must have both a lead and a contact record.

Columns

You want to show	Formula	Before	After
Converted or open	flag($`sfdc_lead.IsConverted`) ? 'Converted' : 'Open'	`true`	`'Converted'`
Same formula	same	`false` or no value	`'Open'`
Salesforce company, tidied, else the standard company name	exists($`sfdc_lead.Company`) ? $`sfdc_lead.Company`.trim() : $`person.companyName`	`' Acme '`	`'Acme'`

Date recipes

Formulas have no clock, so you cannot ask for “the last 30 days.” You can compare a date field to a fixed date, as long as the field is stored as year-month-day text. A value with a time on it sorts after the same date without one, so use the next day as the cutoff.

You want to keep	Formula
Created on or before January 1, 2026	exists($`sfdc_lead.CreatedDate`) && $`sfdc_lead.CreatedDate` < '2026-01-02'
Created in the first quarter of 2026	exists($`sfdc_lead.CreatedDate`) && $`sfdc_lead.CreatedDate` >= '2026-01-01' && $`sfdc_lead.CreatedDate` < '2026-04-01'

Created date	First formula	Second formula
`'2026-01-01T08:30:00.000Z'`	`true`	`true`
`'2026-02-15'`	`false`	`true`
`'2026-04-01'`	`false`	`false`

To show only the date or the year in a column, cut the text:

You want to show	Formula	Before	After
The date only	exists($`sfdc_lead.CreatedDate`) ? $`sfdc_lead.CreatedDate`.slice(0, 10) : null	`'2026-01-01T08:30:00.000Z'`	`'2026-01-01'`
The year only	exists($`sfdc_lead.CreatedDate`) ? $`sfdc_lead.CreatedDate`.slice(0, 4) : null	same	`'2026'`

If a recipe gives an answer you cannot explain, contact allGood support. Include the formula, one record where the result is wrong, and the result you expected.

Marketing Kernel

Platform

Enterprise

Settings

Filter recipes

Keep only work email addresses

Keep senior titles

Leave out interns and students

Keep companies in a size band

Find records missing key details

Keep people in one of several lifecycle stages

Keep people who have not unsubscribed

Match an email ending

Column recipes

Show a full name, even when a piece is missing

Show initials

Fix a name typed in odd capitalization

Show the email domain

Clean up a phone number

Shorten a long title

Label seniority

Show city and state together

Fill a blank with a label

Show revenue in millions

Bucket revenue into bands

Salesforce recipes

Filters

Columns

Date recipes

​Filter recipes

​Keep only work email addresses

​Keep senior titles

​Leave out interns and students

​Keep companies in a size band

​Find records missing key details

​Keep people in one of several lifecycle stages

​Keep people who have not unsubscribed

​Match an email ending

​Column recipes

​Show a full name, even when a piece is missing

​Show initials

​Fix a name typed in odd capitalization

​Show the email domain

​Clean up a phone number

​Shorten a long title

​Label seniority

​Show city and state together

​Fill a blank with a label

​Show revenue in millions

​Bucket revenue into bands

​Salesforce recipes

​Filters

​Columns

​Date recipes

​Related articles

Filter recipes

Keep only work email addresses

Keep senior titles

Leave out interns and students

Keep companies in a size band

Find records missing key details

Keep people in one of several lifecycle stages

Keep people who have not unsubscribed

Match an email ending

Column recipes

Show a full name, even when a piece is missing

Show initials

Fix a name typed in odd capitalization

Show the email domain

Clean up a phone number

Shorten a long title

Label seniority

Show city and state together

Fill a blank with a label

Show revenue in millions

Bucket revenue into bands

Salesforce recipes

Filters

Columns

Date recipes

Related articles