Hi,

I have a formula written in a formula field, and I'm pretty sure the layout is correct, but I can't get the syntax right! I believe there is a parenthesis or comma out of place, but I can't find it and it's driving me nuts. I've tried for over an hour and can't seem to get it. Any help would be greatly, greatly appreciated!

Formula:
IF(PricebookEntry.Product2.CXO_Service__c=True,
IF(
AND(
ISPICKVAL(Opportunity.New_Renew__c,"Renewal"),
NOT(Product_Family__c="Learning")
)
,

IF(Amount_for_Retention__c>CV_to_Renew__c,Annual_NCVI_Amount__c,
Probable_CV_Retained__c-CV_to_Renew__c)

,
Annual_NCVI_Amount__c))

,

IF(
AND(Opportunity.TA_Migration_Transaction__c=True,ISPICKVAL(PricebookEntry.Product2.Team_Access_Product__c,"Standard"),-1*CV_to_Renew__c)

,

IF(
AND(
ISPICKVAL(Opportunity.New_Renew__c,"Renewal"),
NOT(Product_Family__c="Learning")
)
,

IF(Amount_for_Retention__c>CV_to_Renew__c,Annual_NCVI_Amount__c,
Probable_CV_Retained__c-CV_to_Renew__c)

,
Annual_NCVI_Amount__c)



 

I'm having an onboarding email triggered when a user is created - I want the subject to say: Hi, (First Name)!

I'm using the Merge field of {!User.FirstName}, but it shows as the first name of the user creating the record, not the user being created - doesn't make any sense to me.

Any ideas? Thank you!

Hello,

I need to update a field on Opportunity Products based on the stage of the Opportunity. Is this possible to do in a WFR and without code? I'm trying it using a WFR but it's not working. Any help would be greatly appreciated. Thank you!
 

Hi,

I have a formula written in a formula field, and I'm pretty sure the layout is correct, but I can't get the syntax right! I believe there is a parenthesis or comma out of place, but I can't find it and it's driving me nuts. I've tried for over an hour and can't seem to get it. Any help would be greatly, greatly appreciated!

Formula:
IF(PricebookEntry.Product2.CXO_Service__c=True,
IF(
AND(
ISPICKVAL(Opportunity.New_Renew__c,"Renewal"),
NOT(Product_Family__c="Learning")
)
,

IF(Amount_for_Retention__c>CV_to_Renew__c,Annual_NCVI_Amount__c,
Probable_CV_Retained__c-CV_to_Renew__c)

,
Annual_NCVI_Amount__c))

,

IF(
AND(Opportunity.TA_Migration_Transaction__c=True,ISPICKVAL(PricebookEntry.Product2.Team_Access_Product__c,"Standard"),-1*CV_to_Renew__c)

,

IF(
AND(
ISPICKVAL(Opportunity.New_Renew__c,"Renewal"),
NOT(Product_Family__c="Learning")
)
,

IF(Amount_for_Retention__c>CV_to_Renew__c,Annual_NCVI_Amount__c,
Probable_CV_Retained__c-CV_to_Renew__c)

,
Annual_NCVI_Amount__c)



 

I'm having an onboarding email triggered when a user is created - I want the subject to say: Hi, (First Name)!

I'm using the Merge field of {!User.FirstName}, but it shows as the first name of the user creating the record, not the user being created - doesn't make any sense to me.

Any ideas? Thank you!

Hello,

I need to update a field on Opportunity Products based on the stage of the Opportunity. Is this possible to do in a WFR and without code? I'm trying it using a WFR but it's not working. Any help would be greatly appreciated. Thank you!