Hi Everyone,

I having issue to create a new formula field in opportunity. 

When i was try to create a formula field in opportunity that to categorize the channels (Inbound,outbound,Agent or Carrier) using various objects (Profile,Username,Recordtype).

For example,if certain "Profile" users creating an opportunity i need to tag the field as "Inbound" or "Agents" or "Carrier". As well if any opportunity created under specfic record type need to tag the field as "Carrier".If certain users created opportunities need to tag as "Agents" or "Carrier".

I have created this below formula. But when check syntax it shows an error.

Is my formula logic is correct? If not how i can deal it to meet my requirement? Any help on this.

OR
/* Categorize channel using Profile */
(CASE(Owner.Profile.Name, 
"Account Executive", "Outbound", 
"Commercial Bulk Executive", "Bulk", 
"Inbound Sales", "Inbound", 
"Outside Sales Agent", "Agent", 
"Sales Director/Manager", "Mgmt", 
"Other" 
),  
 /* Categorize channel using owner name */
CASE(Owner.User.Name, 
"Maria Martinez", "Agent",
"Michael Smith​","Carrier",
"Robert Johnson","Carrier",
"Other"
),
/* Categorize channel using  recordtype */
if(RecordType.Name="Carrier Devices","Carrier","Other")
)  


Thanks in advance.
 

Hi,

I having issue to create a new formula field in opportunity. when i was tried to create it shows me the below error 

Error: Incorrect number of parameters for function 'CASE()'. Expected 6, received 7..

My formula is :

OR
(CASE(Owner.Profile.Name, 
"Account Executive", "Outbound", 
"Commercial Bulk Executive", "Bulk", 
"Inbound Sales", "Inbound", 
"Outside Sales Agent", "Agent", 
"Sales Director/Manager", "Mgmt", 
"System Administrator", "Admin", 
"Other" 
),
CASE(Owner.Profile.Name, 
"Maria Martinez", "Agent",
"Michael Smith​","Carrier",
"Robert Johnson","Carrier"
),
if(RecordType.Name="Carrier Devices","Carrier","Other")
)


Any help on this.

Thanks.

Hi Everyone,

I having issue to create a new formula field in opportunity. 

When i was try to create a formula field in opportunity that to categorize the channels (Inbound,outbound,Agent or Carrier) using various objects (Profile,Username,Recordtype).

For example,if certain "Profile" users creating an opportunity i need to tag the field as "Inbound" or "Agents" or "Carrier". As well if any opportunity created under specfic record type need to tag the field as "Carrier".If certain users created opportunities need to tag as "Agents" or "Carrier".

I have created this below formula. But when check syntax it shows an error.

Is my formula logic is correct? If not how i can deal it to meet my requirement? Any help on this.

OR
/* Categorize channel using Profile */
(CASE(Owner.Profile.Name, 
"Account Executive", "Outbound", 
"Commercial Bulk Executive", "Bulk", 
"Inbound Sales", "Inbound", 
"Outside Sales Agent", "Agent", 
"Sales Director/Manager", "Mgmt", 
"Other" 
),  
 /* Categorize channel using owner name */
CASE(Owner.User.Name, 
"Maria Martinez", "Agent",
"Michael Smith​","Carrier",
"Robert Johnson","Carrier",
"Other"
),
/* Categorize channel using  recordtype */
if(RecordType.Name="Carrier Devices","Carrier","Other")
)  


Thanks in advance.
 

Hi,

I having issue to create a new formula field in opportunity. when i was tried to create it shows me the below error 

Error: Incorrect number of parameters for function 'CASE()'. Expected 6, received 7..

My formula is :

OR
(CASE(Owner.Profile.Name, 
"Account Executive", "Outbound", 
"Commercial Bulk Executive", "Bulk", 
"Inbound Sales", "Inbound", 
"Outside Sales Agent", "Agent", 
"Sales Director/Manager", "Mgmt", 
"System Administrator", "Admin", 
"Other" 
),
CASE(Owner.Profile.Name, 
"Maria Martinez", "Agent",
"Michael Smith​","Carrier",
"Robert Johnson","Carrier"
),
if(RecordType.Name="Carrier Devices","Carrier","Other")
)


Any help on this.

Thanks.