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If, Then Formula?
Hello! I can't seem to get the formula correct for an If, Then statement...
IF the Account's "Institution Type" (custom field) is a Bank or Commercial Bank, I want Calculation A to be used.
IF the Account's "Institution Type" is a Credit Union, I want Calculation B to be used.
Could anyone provide insight on how to write this? I get the basic jist, but everytime I "check syntax" something is always off. Thank you in advance!!
IF the Account's "Institution Type" (custom field) is a Bank or Commercial Bank, I want Calculation A to be used.
IF the Account's "Institution Type" is a Credit Union, I want Calculation B to be used.
Could anyone provide insight on how to write this? I get the basic jist, but everytime I "check syntax" something is always off. Thank you in advance!!
Can you please try the below formula:
PS: Please change the API names of the Fields (Institution Type, Custom Field A and Custom Field B) according to your org.
Hope this helps. Please mark this as the solution if it solved your purpose. Please let me know if you need more assistance.
Thanks & Regards,
Jainam Contractor,
Salesforce Consultant,
Varasi LLC
www.varasi.com
All Answers
I assume the result of the Formula would be of Number/ Currency type.
Say the resulting field is RESULT__c then, the formula would be as below:
RESULT_c = IF(OR(Institution_Type__c = 'Bank', Institution_Type__c = 'Commercial'), Formula for Calculation A, Formula for Calculation B)
I hope there are only 2 possibilities for the Institution Type custom field.
Please try the above formula and let me know if it helps.
Thanks,
Jainam Contractor,
Salesforce Consultant,
Varasi LLC
www.varasi.com
Can you please provide all the possible picklist values for Institution Type and the Calculation for the values that you want the formula to work on.
It won't be much complex provided you send over the exact requirement that you are trying to achieve.
Thanks,
Jainam
(A) Bank
(A) Commercial Bank
(A) Correspondent Bank
(A) Holding Company
(B) Corporate CU
(B) Credit Union
Calculation A = 'Custom Field A' * .001
Calculation B = 'Custom Field B' * 15
Therefore, if any A's are chosen from the picklist, I want it to default to Calculation A, and same for B.
Can you please try the below formula:
PS: Please change the API names of the Fields (Institution Type, Custom Field A and Custom Field B) according to your org.
Hope this helps. Please mark this as the solution if it solved your purpose. Please let me know if you need more assistance.
Thanks & Regards,
Jainam Contractor,
Salesforce Consultant,
Varasi LLC
www.varasi.com
Happy to know that I was of some help to you...
Cheers...:) Let us know if you need any help from our end....
Regards,
Jainam Contractor
Varasi LLC
www.varasi.com