• Kristina G.
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I'm trying to apply some changes to a formula field and can't seem to get it to work. This is my first time working with anything like this, so I'm a little outside my comfort zone. Any help or suggestions are appreciated. 

Basically, I have a formula field that returns "Yes" or "No" based on the parameters below:

IF(
OR(
ROUND(TODAY()-At_Firm_Since__c,0)>=2000,
AND(
ABS(ROUND(Broker_since__c-At_Firm_Since__c,0))<180,
ROUND(TODAY()-Broker_since__c,0)<=1825
),
ISBLANK(Broker_since__c),
ISBLANK(At_Firm_Since__c),
AND(CONTAINS(Employing_Firm__c,"UBS"),At_Firm_Since__c=DATE(2007,2,9)),
AND(CONTAINS(Employing_Firm__c,"Raymond James"),At_Firm_Since__c=DATE(2013,2,13)),
AND(CONTAINS(Employing_Firm__c,"Stifel"),At_Firm_Since__c=DATE(2007,4,24)),
AND(CONTAINS(Employing_Firm__c,"Stifel"),At_Firm_Since__c=DATE(2007,7,10)),
AND(CONTAINS(Employing_Firm__c,"Stifel"),At_Firm_Since__c=DATE(2007,7,31)),
AND(CONTAINS(Employing_Firm__c,"Stifel"),At_Firm_Since__c=DATE(2007,8,21)),
AND(CONTAINS(Employing_Firm__c,"Wells Fargo"),At_Firm_Since__c=DATE(2007,10,11)),
AND(CONTAINS(Employing_Firm__c,"Wells Fargo"),At_Firm_Since__c=DATE(2008,1,1)),
AND(CONTAINS(Employing_Firm__c,"Merrill Lynch"),At_Firm_Since__c=DATE(2009,1,1)),
AND(CONTAINS(Employing_Firm__c,"Merrill Lynch"),At_Firm_Since__c=DATE(2009,2,20)),
AND(CONTAINS(Employing_Firm__c,"Morgan Stanley Smith Barney"),At_Firm_Since__c=DATE(2009,6,1)),
AND(CONTAINS(Employing_Firm__c,"UBS"),At_Firm_Since__c=DATE(2009,9,18)),
AND(CONTAINS(Employing_Firm__c,"UBS"),At_Firm_Since__c=DATE(2009,9,19)),
AND(CONTAINS(Employing_Firm__c,"UBS"),At_Firm_Since__c=DATE(2010,1,1)),
AND(CONTAINS(Employing_Firm__c,"Merrill Lynch"),At_Firm_Since__c=DATE(2009,10,23)),
AND(CONTAINS(Employing_Firm__c,"RBC"),At_Firm_Since__c=DATE(2009,03,13)),
AND(CONTAINS(Employing_Firm__c,"RBC"),At_Firm_Since__c=DATE(2009,10,09)),
AND(CONTAINS(Employing_Firm__c,"Barclays")),
AND(CONTAINS(Employing_Firm__c,"J.P. Morgan"))
),
"Yes","No")

All I want to do is include something that will return "No" if the "Employing Firm" field contains "Edward Jones". Is there any way to include that in here? I feel like it should be an easy thing to add, but I'm not having any luck over here. 

I really appreciate any help someone can provide. Thanks!

I am having issues with picklist (not multi select) values exist in the opportunity records I am inserting with the data loader. 1 error is for a text type picklist and the other comes from a user picklist value. Any suggestions? Ilooked over other posts so if this has already been answered you can post a link - just couldn't find it.

Thanks!

I'm trying to apply some changes to a formula field and can't seem to get it to work. This is my first time working with anything like this, so I'm a little outside my comfort zone. Any help or suggestions are appreciated. 

Basically, I have a formula field that returns "Yes" or "No" based on the parameters below:

IF(
OR(
ROUND(TODAY()-At_Firm_Since__c,0)>=2000,
AND(
ABS(ROUND(Broker_since__c-At_Firm_Since__c,0))<180,
ROUND(TODAY()-Broker_since__c,0)<=1825
),
ISBLANK(Broker_since__c),
ISBLANK(At_Firm_Since__c),
AND(CONTAINS(Employing_Firm__c,"UBS"),At_Firm_Since__c=DATE(2007,2,9)),
AND(CONTAINS(Employing_Firm__c,"Raymond James"),At_Firm_Since__c=DATE(2013,2,13)),
AND(CONTAINS(Employing_Firm__c,"Stifel"),At_Firm_Since__c=DATE(2007,4,24)),
AND(CONTAINS(Employing_Firm__c,"Stifel"),At_Firm_Since__c=DATE(2007,7,10)),
AND(CONTAINS(Employing_Firm__c,"Stifel"),At_Firm_Since__c=DATE(2007,7,31)),
AND(CONTAINS(Employing_Firm__c,"Stifel"),At_Firm_Since__c=DATE(2007,8,21)),
AND(CONTAINS(Employing_Firm__c,"Wells Fargo"),At_Firm_Since__c=DATE(2007,10,11)),
AND(CONTAINS(Employing_Firm__c,"Wells Fargo"),At_Firm_Since__c=DATE(2008,1,1)),
AND(CONTAINS(Employing_Firm__c,"Merrill Lynch"),At_Firm_Since__c=DATE(2009,1,1)),
AND(CONTAINS(Employing_Firm__c,"Merrill Lynch"),At_Firm_Since__c=DATE(2009,2,20)),
AND(CONTAINS(Employing_Firm__c,"Morgan Stanley Smith Barney"),At_Firm_Since__c=DATE(2009,6,1)),
AND(CONTAINS(Employing_Firm__c,"UBS"),At_Firm_Since__c=DATE(2009,9,18)),
AND(CONTAINS(Employing_Firm__c,"UBS"),At_Firm_Since__c=DATE(2009,9,19)),
AND(CONTAINS(Employing_Firm__c,"UBS"),At_Firm_Since__c=DATE(2010,1,1)),
AND(CONTAINS(Employing_Firm__c,"Merrill Lynch"),At_Firm_Since__c=DATE(2009,10,23)),
AND(CONTAINS(Employing_Firm__c,"RBC"),At_Firm_Since__c=DATE(2009,03,13)),
AND(CONTAINS(Employing_Firm__c,"RBC"),At_Firm_Since__c=DATE(2009,10,09)),
AND(CONTAINS(Employing_Firm__c,"Barclays")),
AND(CONTAINS(Employing_Firm__c,"J.P. Morgan"))
),
"Yes","No")

All I want to do is include something that will return "No" if the "Employing Firm" field contains "Edward Jones". Is there any way to include that in here? I feel like it should be an easy thing to add, but I'm not having any luck over here. 

I really appreciate any help someone can provide. Thanks!