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Pablo Garfunkel
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Member since 2022
Sr. Director of Sales Operations
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IF AND conditions in row level formula

Hi, hoping someone can tell me what am I doing wrong here.
Trying to prooduce a custom formula that:

will return "Comm" if opportunity type is New Logo or Cross Sell
will return "n/a" if sum:maint = sum:amount
will return "n/a" if opportunity type is Renewal
will return "Comm" if opportunity type is Upsell AND CSE Booking field is 'Yes'
ELSE it should return "n/a"

Here's the formula I plotted; it keeps gicing me Error when encoding row-level formula: Syntax error. Extra ','

IF (ispickval(TYPE),"New Logo"), "Comm",
IF (ispickval(TYPE),"Cross-Sell"), "Comm",
IF (ispickval(TYPE),"Renewal"), "n/a",
IF (Opportunity.Sum_Maintenances__c.CONVERT=AMOUNT.CONVERT),"n/a",
IF (AND(ispickval(TYPE),"Upsell"),(ispickval(Opportunity.CSE_Booking__c),"Yes"),"Comm","n/a")))))

Thanks in advance!

Pablo Garfunkel
October 21, 2022
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2 replies

IF AND conditions in row level formula

Hi, hoping someone can tell me what am I doing wrong here.
Trying to prooduce a custom formula that:

will return "Comm" if opportunity type is New Logo or Cross Sell
will return "n/a" if sum:maint = sum:amount
will return "n/a" if opportunity type is Renewal
will return "Comm" if opportunity type is Upsell AND CSE Booking field is 'Yes'
ELSE it should return "n/a"

Pablo Garfunkel
October 21, 2022
Like
0