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ManishSManishS 

How to populate Region custom formula field based on State and PostalCode?

I have created a custom formula field by name 'Region' under Lead object with Return Type= Text
 
Now based on the Postal Code and State, Region field should be populated by Region value.
eg:
Area Code
(PostalCode)  State                Region
205AlabamaEast251AlabamaEast256AlabamaEast334AlabamaEast907AlaskaWest480ArizonaWest520ArizonaWest602ArizonaWest623ArizonaWest928ArizonaWest479ArkansasWest501ArkansasWest870ArkansasWest209CaliforniaWest213CaliforniaWest310CaliforniaWest323CaliforniaWest408CaliforniaWest415CaliforniaWest424CaliforniaWest510CaliforniaWest530CaliforniaWest559CaliforniaWest562CaliforniaWest619CaliforniaWest626CaliforniaWest650CaliforniaWest661CaliforniaWest707CaliforniaWest714CaliforniaWest760CaliforniaWest805CaliforniaWest818CaliforniaWest831CaliforniaWest858CaliforniaWest909CaliforniaWest916CaliforniaWest925CaliforniaWest949CaliforniaWest303ColoradoWest719ColoradoWest720ColoradoWest970ColoradoWest203ConnecticutEast475ConnecticutEast860ConnecticutEast959ConnecticutEast302DelawareEast239FloridaEast305FloridaEast321FloridaEast352FloridaEast386FloridaEast407FloridaEast561FloridaEast727FloridaEast754FloridaEast772FloridaEast786FloridaEast813FloridaEast850FloridaEast863FloridaEast904FloridaEast941FloridaEast954FloridaEast229GeorgiaEast404GeorgiaEast470GeorgiaEast478GeorgiaEast678GeorgiaEast706GeorgiaEast770GeorgiaEast912GeorgiaEast808HawaiiWest
I tried using combinations of  OR and AND but no help in getting desired results.
 

IF

(AND

(OR

(POSTALCODE ="205",POSTALCODE ="251",POSTALCODE ="256",POSTALCODE ="334"),(State ="Alabama"),"East",

(POSTALCODE ="907",POSTALCODE ="480",POSTALCODE ="520",POSTALCODE ="602"),(State ="Arizona"),"West"

)

)

Am end up getting errors while running this syntax.
 
Any clues on this would save my day :-)
 
Regrds,
manish
Jon L. DaviesJon L. Davies

The syntax of your code is incorrect.  You are also using the wrong merge field for the values you have in the
formula. You have selected PostalCode but in your formula you are using an Area Code value.

Below is your current formula in the correct syntax.  You will still need to fix the PostalCode
values to be zip codes before it will function.  If you wish to use Area Codes you need to change the merge field.

Code:

IF(AND(OR(PostalCode ="205",PostalCode ="251",PostalCode ="256",PostalCode ="334"),State ="Alabama"),"East",
IF(AND(OR(PostalCode ="907",PostalCode ="480",PostalCode ="520",PostalCode ="602"),State ="Arizona"),"West","OTHER"))


 

Jon L. Davies
360 Vantage
www.360vantage.com