Here are several examples that I've tried and can't get them to work. Any help would be appreciated to get either one of these working or if there is another easier way to write the formula.

Thanks,

Example 1:
IF(ePro_ROI_Soft_Hard_Rank__c >= 0  || <= 1,"Laggard",
IF(ePro_ROI_Soft_Hard_Rank__c > 1  || <= 2,"Low Performer",
IF(ePro_ROI_Soft_Hard_Rank__c > 2  || <= 3,"Average",
IF(ePro_ROI_Soft_Hard_Rank__c > 3  || <= 4,"High Performer",
IF(ePro_ROI_Soft_Hard_Rank__c > 4  || <= 5,"Best in Class"
)
)
)
)
)

Example 2:
IF(ePro_ROI_Soft_Hard_Rank__c >= 0,"Laggard",
IF(ePro_ROI_Soft_Hard_Rank__c <= 1,"Laggard",
IF(ePro_ROI_Soft_Hard_Rank__c > 1,"Low Performer",
IF(ePro_ROI_Soft_Hard_Rank__c <= 2,"Low Performer",
IF(ePro_ROI_Soft_Hard_Rank__c > 2,"Average",
IF(ePro_ROI_Soft_Hard_Rank__c <= 3,"Average",
IF(ePro_ROI_Soft_Hard_Rank__c > 3,"High Performer",
IF(ePro_ROI_Soft_Hard_Rank__c <= 4,"High Performer",
IF(ePro_ROI_Soft_Hard_Rank__c > 4,"Best in Class",
IF(ePro_ROI_Soft_Hard_Rank__c <= 5,"Best in Class"))))))))))
 

Hello, I have the following opportunity validation rule that exists today and works great, but I need it to exclude a recent record type that we created. So I need the formula below to work except when the opportunity record type is eSupply.

Current Formula Below would need to now have Exclude Record Type eSupply:

IF($User.ProfileId= "2F00e6A000001Zmda", False,

AND( 
OR(
ISPICKVAL(StageName, "Closed/Won"),
ISPICKVAL(StageName, "Submitted")),
ISPICKVAL(Type, "Renewal"),
ISBLANK(Prior_Term_in_Months__c) 
))

I appreciate the help in advance.

Phillip

I have the following validation rule that's not giving any syntax errors, but it's not working. I'm trying to require the Demo Used field if Stage equals one the three values below, the Primary Partner Involved field is not blank, plus only make it required for the three Profiles below. If anyone could let me know how to tweak this to get it to work correctly, that would be great. Thanks.

AND(
OR($Profile.Name = "Jaggaer Sales Partner Group",
$Profile.Name = "Jaggaer Sales",$Profile.Name = "Sales Salesforce Super User"),
ISPICKVAL(StageName, "Closed/Won"),
ISPICKVAL(StageName, "Closed/Lost"),
ISPICKVAL(StageName, "Closed - Lost to Competition"),
OR(
Primary_Partner_Involved__c <> ""),
ISBLANK(TEXT(Demo_Used__c)
))

I have the following validation rule that is working when Primary Partner field has a value it is showing error to update Partner Detail field, however the error is also being given anytime the Opportunity is edited. I need the formula below to only show error when the Primary Technology Partner field has a value and the Partner Type field is blank. Does anyone have any suggestions on how to make this error show just based off the two fields in formula and not when the opportunity is edited. Thanks.
 

AND(

OR(

INCLUDES(Primary_Technology_Partner_Involved__c, "Achilles"),

INCLUDES(Primary_Technology_Partner_Involved__c, "Adopt - Pendo"),

INCLUDES(Primary_Technology_Partner_Involved__c, "Bureau Van Dijk"),

INCLUDES(Primary_Technology_Partner_Involved__c, "Commerce Decisions"),

ISBLANK(TEXT(Partner_Type__c))),

OR(

$Profile.Name = 'Jaggaer Sales Partner Group',

$Profile.Name = 'Jaggaer Sales',

$Profile.Name = 'Sales Salesforce Super User' ))

I have the following validation rule that I want to give the error message to only the 3 profiles listed below in the rule, but it's currently giving the error to all users. How can I update this rule to give the error message to only these 3 profiles. Thanks for the help!

AND(
OR(
INCLUDES(Primary_Technology_Partner_Involved__c, "Achilles"),
INCLUDES(Primary_Technology_Partner_Involved__c, "Adopt - Pendo"),
INCLUDES(Primary_Technology_Partner_Involved__c, "Bureau Van Dijk"),
INCLUDES(Primary_Technology_Partner_Involved__c, "Commerce Decisions"),
ISBLANK(TEXT(Partner_Type__c)
),
$Profile.Name = 'Jaggaer Sales Partner Group',
$Profile.Name = 'Jaggaer Sales',
$Profile.Name = 'Sales Salesforce Super User'

))

I have an existing formula field that I'm trying to update to also include a product field that if checked True, then exclude it from the Total Services Discount. 

The new field on the product object is called Exclude from Services Discount. I need to add this field to the formula below that if checked True, it will exclude the product from the Total Service Discount Formula. 
IF (SBQQ__PrimaryQuote__r.Discount_ServicesPercent__c > 0.00,SBQQ__PrimaryQuote__r.Discount_ServicesPercent__c,
IF (Total_Services_Net_Value_Sum_Rollup__c > 0.00 && Total_Service_List_Price_SUM_Rollup__c> 0.00,1-(Total_Services_Net_Value_Sum_Rollup__c / Total_Service_List_Price_SUM_Rollup__c), SBQQ__PrimaryQuote__r.Discount_ServicesPercent__c))

Any help or suggestions would be appreciated.

Thanks,

 

On our Main Sales New Opportunity Record Type, when Estimated ACV is > 0 or when Estimated Services is > 0 do not allow the opportunity to move to a Closed/Won Status.

So formula would need to have:
If Opportunity Record Type = Main Sales and the field Estimated ACV > 0 and the field Estimated Services > 0 then don't allow opportunity to move to Stage Closed Won.

I appreciate help creating this validation rule. 

Here is what I have today which works:
AND(
$Profile.Name = "Sales Partner Group",
(Primary_Partner_Involved__c  <> ""),
ISBLANK(TEXT(Partner_Type__c)  
))

I need something similar to this below that will work where I add an additional profile:

AND(
$Profile.Name = "Sales Partner Group",
$Profile.Name = "Sales Group",
(Primary_Partner_Involved__c  <> ""),
ISBLANK(TEXT(Partner_Type__c)  
))

Here are several examples that I've tried and can't get them to work. Any help would be appreciated to get either one of these working or if there is another easier way to write the formula.

Thanks,

Example 1:
IF(ePro_ROI_Soft_Hard_Rank__c >= 0  || <= 1,"Laggard",
IF(ePro_ROI_Soft_Hard_Rank__c > 1  || <= 2,"Low Performer",
IF(ePro_ROI_Soft_Hard_Rank__c > 2  || <= 3,"Average",
IF(ePro_ROI_Soft_Hard_Rank__c > 3  || <= 4,"High Performer",
IF(ePro_ROI_Soft_Hard_Rank__c > 4  || <= 5,"Best in Class"
)
)
)
)
)

Example 2:
IF(ePro_ROI_Soft_Hard_Rank__c >= 0,"Laggard",
IF(ePro_ROI_Soft_Hard_Rank__c <= 1,"Laggard",
IF(ePro_ROI_Soft_Hard_Rank__c > 1,"Low Performer",
IF(ePro_ROI_Soft_Hard_Rank__c <= 2,"Low Performer",
IF(ePro_ROI_Soft_Hard_Rank__c > 2,"Average",
IF(ePro_ROI_Soft_Hard_Rank__c <= 3,"Average",
IF(ePro_ROI_Soft_Hard_Rank__c > 3,"High Performer",
IF(ePro_ROI_Soft_Hard_Rank__c <= 4,"High Performer",
IF(ePro_ROI_Soft_Hard_Rank__c > 4,"Best in Class",
IF(ePro_ROI_Soft_Hard_Rank__c <= 5,"Best in Class"))))))))))
 

I have the following validation rule that's not giving any syntax errors, but it's not working. I'm trying to require the Demo Used field if Stage equals one the three values below, the Primary Partner Involved field is not blank, plus only make it required for the three Profiles below. If anyone could let me know how to tweak this to get it to work correctly, that would be great. Thanks.

AND(
OR($Profile.Name = "Jaggaer Sales Partner Group",
$Profile.Name = "Jaggaer Sales",$Profile.Name = "Sales Salesforce Super User"),
ISPICKVAL(StageName, "Closed/Won"),
ISPICKVAL(StageName, "Closed/Lost"),
ISPICKVAL(StageName, "Closed - Lost to Competition"),
OR(
Primary_Partner_Involved__c <> ""),
ISBLANK(TEXT(Demo_Used__c)
))

I have the following validation rule that is working when Primary Partner field has a value it is showing error to update Partner Detail field, however the error is also being given anytime the Opportunity is edited. I need the formula below to only show error when the Primary Technology Partner field has a value and the Partner Type field is blank. Does anyone have any suggestions on how to make this error show just based off the two fields in formula and not when the opportunity is edited. Thanks.
 

AND(

OR(

INCLUDES(Primary_Technology_Partner_Involved__c, "Achilles"),

INCLUDES(Primary_Technology_Partner_Involved__c, "Adopt - Pendo"),

INCLUDES(Primary_Technology_Partner_Involved__c, "Bureau Van Dijk"),

INCLUDES(Primary_Technology_Partner_Involved__c, "Commerce Decisions"),

ISBLANK(TEXT(Partner_Type__c))),

OR(

$Profile.Name = 'Jaggaer Sales Partner Group',

$Profile.Name = 'Jaggaer Sales',

$Profile.Name = 'Sales Salesforce Super User' ))

I have the following validation rule that I want to give the error message to only the 3 profiles listed below in the rule, but it's currently giving the error to all users. How can I update this rule to give the error message to only these 3 profiles. Thanks for the help!

AND(
OR(
INCLUDES(Primary_Technology_Partner_Involved__c, "Achilles"),
INCLUDES(Primary_Technology_Partner_Involved__c, "Adopt - Pendo"),
INCLUDES(Primary_Technology_Partner_Involved__c, "Bureau Van Dijk"),
INCLUDES(Primary_Technology_Partner_Involved__c, "Commerce Decisions"),
ISBLANK(TEXT(Partner_Type__c)
),
$Profile.Name = 'Jaggaer Sales Partner Group',
$Profile.Name = 'Jaggaer Sales',
$Profile.Name = 'Sales Salesforce Super User'

))

On our Main Sales New Opportunity Record Type, when Estimated ACV is > 0 or when Estimated Services is > 0 do not allow the opportunity to move to a Closed/Won Status.

So formula would need to have:
If Opportunity Record Type = Main Sales and the field Estimated ACV > 0 and the field Estimated Services > 0 then don't allow opportunity to move to Stage Closed Won.

I appreciate help creating this validation rule. 

Here is what I have today which works:
AND(
$Profile.Name = "Sales Partner Group",
(Primary_Partner_Involved__c  <> ""),
ISBLANK(TEXT(Partner_Type__c)  
))

I need something similar to this below that will work where I add an additional profile:

AND(
$Profile.Name = "Sales Partner Group",
$Profile.Name = "Sales Group",
(Primary_Partner_Involved__c  <> ""),
ISBLANK(TEXT(Partner_Type__c)  
))