When you do this you can omit the IF function and use AND, OR and NOT on their own. With the Row Level Formulas now available ( https://help. 1) Excel If Statement If you want to test a condition to get two outcomes then you can use this Excel If statement. It’s easy to visualize this logic if we look at it in a table. com>Excel IF function with multiple conditions. If the fields are empty, the formula returns the value “0. This allows a Composer button or link to perform different functions based on certain criteria, including the values of fields in Salesforce. This function checks whether a condition returns true. We can add several “IF” conditions if required similarly. Once you have located your field, use the “Insert” button to drop it into the formula. it will be true for the values : 0, 10, 20, 30, 40, 50, 60, 70,80, 90, 100 December 15, 2010 · Like 0 · Dislike 0 Pota Hi Pradeep. CONTAINS (0123456789, TextField__c) Will return true for TextField__c values such as 1,2,9,01,789, or any other substring of 0123456789. You can think of Summary Formulas as the column-based formula (where the formula result displays at the bottom of a column), whereas the Row-Level Formula result displays on the row itself. Create a checkbox formula the same way that you would create any other formula field in Salesforce. If (ISPICKVAL (Name_Picklist_Field, contract type a),x,IF (ISPICKVAL (Name_Picklist_Field, contract type b),y,0)) and so on. For the example below, any student who received a test score greater than 80 will get Exceeds expectations , any. If any of the situations met, then the candidate is passed, else failed. Bookmarking Formula Operators and Functions documentation page would be useful too. Construct price rules that use basic formulas in conditions and actions. This logic can be applied using different Salesforce functions for various parameters or conditions within the Composer button URL. For some reason the formula is using 100 to minus record count for all rows. Generaly Multiple IF condtion will works like If Else method [syntax: If (condition,truevalue,falsevalue) -- > IF (condition,true, IF (condition,true,false)). Step 2 : Create a formula filed called X and Y Compare (Data Type is Text) Step 3 : Use the below code in the. Please help me out with the syntax. The net result is that the first condition to be met will win. Create a checkbox formula the same way that you would create any other formula field in Salesforce. We use the following steps: Select cell C2 and type in the below formula: =IF (B2>500000, Excellent, IF (B2>400000, Good, IF (B2>275000, Average, Poor))) Click Enter on the Formula bar. Construct price rules that use basic formulas in conditions and actions. It returns true if and only if both arguments are true. That would look like IF (isTrue, then-thing, IF (otherTrue, other-thing, other-then-thing)) Use an external text editor. Check formula syntax using core Salesforce tools. This allows a Composer button or link to perform different functions based on certain criteria, including the values of fields in Salesforce. How to Use Validation Rules in Salesforce (+ Examples). Formula. Salesforce Field Calculation with Multiple Criteria. Example #3 Suppose we wish to test a few sets of different conditions. While they sound similar, there are distinct differences between them! Summary Formulas go across multiple records, while Row-Level Formulas go across a single record. CONTAINS (0123456789, LEFT (TextField__c,1)) To only match numbers 0-9, the compare_text length must equal 1. First create a formula field with return type Text and then update your formula. You can create the formula using nested if-else condition. This may or may not be possible depending on what else the formula field is referencing besides the lookup, but entry condition formulas do support traversing up the lookup chain directly. We want to use multiple IF statements to assign a sales performance rating to each region based on their sales target achievement. Otherwise, if Logical Argument 2 is true, then return Value 2. The AND and OR functions can support up to 255 individual conditions, but it’s not good practice to use more than a few because complex, nested formulas can get very difficult to build, test and maintain. Since A and B are picklist fields you must use ISPICKVAL(field, value). You will be familiar with most. This can be represented in a chart: Nesting two IF statements. As with any other custom Salesforce field, formula fields are created by following just a handful of steps: Access the Object Manager from Setup – navigate to the object you wish to create the Formula Field on. Below is the sample code of Validation Rules using IF condition - IF (MOD (TestNumber__c ,10) != 0, true, false) It basically checks if TestNumber__c field is not in multiple of 10 i. In this case both conditions are true, so TRUE is returned. For example: IF (FALSE, 0, IF. Now I also need to include in that formula a reference to the formula (text) field to check if the result is blank. 1 Asked by dipesh_9001 in Salesforce , Asked on May 4, 2023 We are migrating workflow rules to flows. Formulate Your Conditions and Actions Learning Objectives After completing this unit, you’ll be able to: Construct price rules that use basic formulas in conditions and actions. If statements can help you automate processes and make decisions based on. Description =IF(AND(A2>0,B2<100),TRUE, FALSE) IF A2 (25) is greater than 0, AND B2 (75) is less than 100, then return TRUE, otherwise return FALSE. and our core formula functions: IF, NOT, ISBLANK, AND, OR, TRUE, FALSE To get started, the easiest thing to do is tackle it one field at a time and, once that works, repeat the process to add in. The formula must evaluate to a string value of either TRUE or FALSE, so an @IF statement is typically required: If TRUE, this step, and any dependent step, will be skipped. Formulate Your Conditions and Actions Learning Objectives After completing this unit, you’ll be able to: Construct price rules that use basic formulas in conditions and actions. Step 1 : Create two fields Field X and Field Y (Data Type is Number) in Account Object. Once you have located your field, use the “Insert” button to drop it into the formula. Step 2 : Create a formula filed called X and Y Compare (Data Type is Text) Step 3 : Use the below code in the Formula Option. formulas for conditions?>How to resolve the error in flow formulas for conditions?. The IF () function is categorized under the Logical function and the syntax for this formula is IF (logical_test, value_if_true, value_if_false). com/_ylt=AwrEqeYEdlZkvoskg1VXNyoA;_ylu=Y29sbwNiZjEEcG9zAzMEdnRpZAMEc2VjA3Ny/RV=2/RE=1683416708/RO=10/RU=https%3a%2f%2fwww. Excel If Statement with Multiple Conditions Range >How to use Excel If Statement with Multiple Conditions Range. Below is the sample code of Validation Rules using IF condition - IF (MOD (TestNumber__c ,10) != 0, true, false) It basically checks if TestNumber__c field is not in multiple of 10 i. Salesforce If Formula With Multiple ConditionsHow to Check Multiple Condition in Salesforce …. How to Write Nested IF Statements. I would suggest to spend some times on these trailhead: Use Formula Fields and Advanced Formulas. 25*Field_Y__c)+Field_Y__c, Field_X__c< Field_Y__c, Field_X__c = 0, Field_X__c = 0 ), Yes, No ). If you want to test data based on several multiple conditions then you have to apply both And & Or functions at a single point in time. For example, using the ADDMONTH() function in a price action results in yet another error message in the Quote Line Editor. Example: Average amount of all renewal opportunities in a report. How to Create Validation Rules with Multiple Conditions / Salesforce Platform Salesforce Support 28K subscribers Subscribe 49 Share 4. IF (isTrue, then-thing, else-thing) If you want a nested condition, put that in the else-thing part. com/articleView?id=reports_formulas_row_level_add. AnnualRevenue, IF (NOT (ISBLANK (Parent. My formula is written to evaluate a Picklist Field and return a numeric value which is then inserted into the rest of the formula. Multiple If conditions with And OR formula field. (IF(ISBLANK(Problem_Num__c), 0, 1) + IF(ISBLANK(Severity_Num__c ), 0,1)) * 50 Suggested Agent Prompts. My formula is written to evaluate a Picklist Field and return a numeric value which is then inserted into the rest of the formula. Generaly Multiple IF condtion will works like If Else method [syntax: If (condition,truevalue,falsevalue) -- > IF (condition,true, IF (condition,true,false)). If the fields are empty, the formula returns the value “0. Following are examples of some common nested IF (AND ()), IF (OR ()) and IF (NOT ()) statements. How to Create Validation Rules with Multiple Conditions / Salesforce Platform Salesforce Support 28K subscribers Subscribe 49 Share 4. Explore the table of contents to the. Name, App ),OR (Group__c = 9 ,Group__c=MIN,Group__c=TER,Group__c=CLO, Group__c=Closed) ),inactive,Active). Insert Operator This opens a dropdown menu that lists operators, such as + (add), <> (not equal), etc. If it does, it will return the first value defined; otherwise, it will return the second value, for example, IF (RowCount > 4, WON:SUM, CLOSED:SUM). DDJezE4fFDgmz0bYM- referrerpolicy=origin target=_blank>See full list on salesforceben. How to Use Validation Rules in Salesforce (+ Examples)>How to Use Validation Rules in Salesforce (+ Examples). Following are examples of some common nested IF (AND ()), IF (OR ()) and IF (NOT ()) statements. Formula Fields>Examples of Advanced Formula Fields. How to Create a Salesforce Formula Field. IF function with multiple conditions. You can use the same kind of logic in formulas with the NOT (), AND (), OR (), and IF () functions. 25*Field_Y__c)+Field_Y__c, Field_X__c< Field_Y__c, Field_X__c = 0, Field_X__c = 0 ), “Yes”, “No” ). You can use the same kind of logic in formulas with the NOT (), AND (), OR (), and IF () functions. The IF statement is pretty easy to get a handle on. When to use OR, AND, NOT while writing a validation rule. IF (AND (TEXT (Partner__c) = Partner 1,TEXT (Service__c) = Service 1, Annual_turnover__c * 0. In this case, the formula is checking to see if the first character of. The IF function allows you to make a logical comparison between a value and what you expect by testing for a condition and returning a result if True or False. AnnualRevenue, ) Check if a Field Value Contains a Certain String. Below is the sample code of Validation Rules using IF condition - IF (MOD (TestNumber__c ,10) != 0, true, false) It basically checks if TestNumber__c field is not in multiple of 10 i. Also in last If condition you want to use = because if you get 1000 then none of your condition will be satisfied. Multiple IF conditions in formula field. My Current Formula: IF (Placement__c. Formulate Your Conditions and Actions. IF (isTrue, then-thing, else-thing) If you want a nested condition, put that in the else-thing part. =IF (Something is True, then do something, otherwise do something else) So an IF. Replace the Name_Picklist_Field with the name of your picklist field api name. Examples of Advanced Formula Fields. 1Picklist_Status = Activated, the return text should be A else null 2Picklist_Status = Sold, the return should be B else null 1Picklist_Status = ChangeofMind , the return should be C else null So these are 2 picklist fields that would update the formula field if a OR b is true. For some reason the formula is using 100 to minus record count for all rows. Select Formula and click Next. My Current Formula: IF (Placement__c. Step 2 : Create a formula filed called X and Y Compare (Data Type is Text) Step 3 : Use the below code in the Formula Option IF ( OR ( Field_X__c > (0. EGO have a picklist on meine Contracts objects, the the possible ethics are: contract type a, contract species b, contract type n, etc. =IF(AND(A3=Red,B3=Green),TRUE,FALSE). How to Check Multiple Condition in Salesforce Formula Field Step 1 : Create two fields Field X and Field Y (Data Type is Number) in Account Object. Field Name populates automatically. Can you please test it properly. 1Picklist_Status = Activated, the return text should be A else null 2Picklist_Status = Sold, the return should be B else null 1Picklist_Status = ChangeofMind , the return should be C else null So these are 2 picklist fields that would update the formula field if a OR b is true. Below is my formula: IF (AND (ISPICKVAL (ERP__c,QBO), Salesforce_required_for_Go_Live__c = FALSE),Opportunity_Close_Date__c + 10 +. What happens with an IF formula with multiple TRUE conditions?. Describe the limitations of formulas in conditions and actions. Using IF with AND, OR and NOT functions. If C is a text formula field:. How to resolve the error in flow formulas for conditions?. Salesforce is a powerful customer relationship management (CRM) tool, but it can be challenging to know how to use all of its features to your advantage. The below IF () statement is perfect for a couple of levels higher, but CASE () can also be used, especially when multiple outcomes are possible. Salesforce Functions (IF, OR, ISPICKVAL) in a Conga >Use Salesforce Functions (IF, OR, ISPICKVAL) in a Conga. Formulas for Conditions is used because of cross-object references (not shown in image below). Multiple If Statements in Excel (Nested IFs, AND/OR) with Examples. Situation 2: If column D>=15 and column E>=60. So, it’s possible to make a formula with proper syntax, but CPQ can’t handle it anyhow. Excel IF function with multiple conditions. Here you can check multiple conditions where you can use Excel If statement. Help And Training Community. htm&type=5 ), you can create a row level formula with the IF function and then aggregate on that formula. Analytics / Operational Reporting. Select Formula as the field type. Multiple IF AND picklist conditions for a formula >Multiple IF AND picklist conditions for a formula. In the Salesforce Report Builder, you’ll find two different formula types: Summary Formulas and Row-Level Formulas. Multiple IF conditions in formula field. I believe we can reduce the characters if we apply AND/OR. This formula returns the result as given below: Excellent: >=70 Good: Between 60 & 69 Average: Between 41 & 59 Bad: <=40 Drag the formula to get results for the rest of the cells. How to use Excel If Statement with Multiple Conditions Range. when you create validation rules with multiple conditions you need to use these Operators let assumewe want Validates that the account Billing State/Province is a valid two-character abbreviation if Billing Country is CA or CAN. That would look like IF (isTrue, then-thing, IF (otherTrue, other-thing,. The IF function allows you to make a logical comparison between a value and what you expect by testing for a condition and returning a result if True or False. Other non-dependent objects will still be processed. Think of it as a 3 part function. Step 1 : Create two fields Field X and Field Y (Data Type is Number) in Account Object. In Setup, use the quick find box to find the Object Manager. IF (MailingLatitude<0, IMAGE (/resource/1438712699000/GreenBall. How to use an IF function in Salesforce - YouTube 0:00 / 2:01 AUSTIN How to use an IF function in Salesforce Salesforce Tips 339 subscribers Subscribe 9 Share 3. ” The formula returns a value of “1” for each field that contains a value and multiplies this total by fifty to give you the percentage of fields that contain data. AND () The built-in AND ()function takes at least two arguments. If statements are a key part of programming, and can be very useful in Salesforce. If you have any questions, or need help finding a particular help document, you can reach out to our Support Team for assistance. Now the problem is that if the formula in the formula field contains a reference to a lookup, the error in referenced formula happens. Below is my formula: IF(AND(ISPICKVAL(ERP__c,QBO), Salesforce_required_for_Go_Live__c = FALSE),Opportunity_Close_Date__c + 10 + Number_of_Subsidiaries__c, IF(AND (ISPICKVAL(ERP__c,QBO), Salesforce_required_for_Go_Live__c = TRUE), Opportunity_Close_Date__c + 19 + Number_of_Subsidiaries__c),. How to Check Multiple Condition in Salesforce Formula Field. formula field using IF statement with Text return>Creating a formula field using IF statement with Text return. First create a formula field with return type Text and then update your formula. Basically it is saying IF Picklist = Low THEN 0. 95 THEN take those results and use them in this formula Result from Picklist * (HW__c + (SW__c *12)). and our core formula functions: IF, NOT, ISBLANK, AND, OR, TRUE, FALSE To get started, the easiest thing to do is tackle it one field at a time and, once that works, repeat the process to add in. Welcome to the FormAssembly Resource Center! Were currently working to improve and reorganize our documentation, so you may see some changes taking place over the next few days. New Rule. July 11, 2017 · Like 0 · Dislike 0 Veena Gopal. For some reason the formula is using 100 to minus record count for all rows. The formula must evaluate to a string value of either TRUE or FALSE, so an @IF statement is typically required: @IF ( your_condition ,TRUE,FALSE) If TRUE, this step, and any dependent step, will be skipped. The IF () function is categorized under the Logical function and the syntax for this formula is IF (logical_test, value_if_true, value_if_false). You can just use the IF function with // like youre used to: IF (project_type__c == Billed // project_type__c == UnBilled, true, false) Note that if your field project_type__c is a picklist, you need to enclose them in a TEXT () function: IF (TEXT (project_type__c) == Billed // TEXT (project_type__c) == UnBilled, true, false) Share. extra ), and when I remove that it becomes extra ,, etc. Cohort_City__c =Online,RowCount - 100,RowCount - 45) In the simplest terms I need to have the offset column subtract from the record count based on multiple conditions. From the most simple to some of the most complex examples,. Describe the limitations of formulas in conditions and actions. The net result is that the first condition to be met will win. These formulas can be used at grouping levels, and as they are very specific to the calculation you’re looking forward to running in your report, make sure you read all. Find it at the bottom of the column. =IF (Something is True, then do something, otherwise do something else) So an IF statement can have two results. AND () The built-in AND ()function takes at least two arguments. Otherwise you can also filter your report initially and then add a custom summary formula. My formula is written to evaluate a Picklist Field and return a numeric value which is then inserted into the rest of the formula. 1, IF (AND (TEXT (Partner__c) = Partner 2,TEXT (Service__c) = Service 2, Annual_turnover__c * 0. 1 Formulas are evaluated in order, which usually means from left to right. the condition is given below. Think of it as a 3 part function. This formula returns the result as given below: Excellent: >=70 Good: Between 60 & 69 Average: Between 41 & 59 Bad: <=40 Drag the formula to get results for the rest of the cells. The formula must evaluate to a string value of either TRUE or FALSE, so an @IF statement is typically required: @IF ( your_condition ,TRUE,FALSE) If TRUE, this step, and any dependent step, will be skipped. The IF statement is pretty easy to get a handle on. With the Row Level Formulas now available ( https://help. Can someone please help me with this? Formula: IF ( AND (DoNotCall = False, ISPICKVAL (Status__c, Active), Owner. Here you can check multiple conditions where you can use Excel If statement. Below is my formula: IF(AND(ISPICKVAL(ERP__c,QBO), Salesforce_required_for_Go_Live__c = FALSE),Opportunity_Close_Date__c + 10 + Number_of_Subsidiaries__c, IF(AND (ISPICKVAL(ERP__c,QBO), Salesforce_required_for_Go_Live__c = TRUE), Opportunity_Close_Date__c + 19 + Number_of_Subsidiaries__c),. 1, IF (AND (TEXT (Partner__c) = Partner 2,TEXT (Service__c) = Service 2, Annual_turnover__c * 0. Below is my formula: IF (AND (ISPICKVAL (ERP__c,QBO), Salesforce_required_for_Go_Live__c = FALSE),Opportunity_Close_Date__c + 10 + Number_of_Subsidiaries__c, IF (AND (ISPICKVAL (ERP__c,QBO), Salesforce_required_for_Go_Live__c = TRUE), Opportunity_Close_Date__c + 19 + Number_of_Subsidiaries__c),. Otherwise you can also filter your report initially and then add a custom. Formulas for Conditions is used because of cross-object references (not shown in image below). I am trying to make formula field for the salesforce field. 95 THEN take those results and use them in this formula Result from Picklist * (HW__c + (SW__c *12)). Define Org-Level Help in Salesforce Classic; Create a Many-to-Many Object Relationship; Considerations for Object Relationships; Tips for Referencing Record Types in. if Company = WIL And (ShippingCountry = United States Or USA) then. How to use an IF function in Salesforce. In the Salesforce Report Builder, you’ll find two different formula types: Summary Formulas and Row-Level Formulas. =If (Marks>=40, “Pass”) 2) Nested If Statement Let’s take an example that met the below-mentioned condition If the score is between 0 to 60, then Grade F. To evaluate multiple conditions with the OR logic, the formula is: =IF ( (B2>50) + (C2>50), Pass, Fail) Using IF together with other functions This section explains how to use IF in combination with other Excel functions and what benefits this gives to you. When you constructed the price rule in the last unit, you made the first price condition evaluate the quote’s AccountIndustry. In Field Label, enter Do Not Contact. Use Salesforce Functions (IF, OR, ISPICKVAL) in a Conga. How to do multiple if else statements in a formula field. If field A = Yes and field B = Yes then field C = 1 If field A = Yes and field B <> Yes then field C = 2 If field A <> Yes and field B = Yes then field C = 3 If field A <> Yes and field B <> Yes then field C = 4 I dont know how to set a formula for field C to make it works, I try CASE, IF statement without any luck. As you see I am repeating same criteria with multiple IF Conditions. How to use an IF function in Salesforce - YouTube 0:00 / 2:01 AUSTIN How to use an IF function in Salesforce Salesforce Tips 339 subscribers Subscribe 9 Share 3. IF (AND ( BEGINS ( $Profile. Some core Salesforce functions are not supported by CPQ, nor are global variables. Check the but skip this step if box and enter a formula to make this object conditional. Next, select the Use a formula to determine which cells to format option, enter your formula and apply the format of your choice. IF (AND (TEXT (Partner__c) = Partner 1,TEXT (Service__c) = Service 1, Annual_turnover__c * 0. Cohort_City__c =Online,RowCount - 100,RowCount - 45) In the simplest terms I need to have the offset column subtract from the record count based on multiple conditions. Repeat the process one more time (knock FALSE down a line or two, copy and paste our first formula, swap the fields around, add one last closing parenthesis after FALSE) and boom:. Can you try using the below formula. 1 Answer Sorted by: 0 You have to use AND () condition and OR () condition to verify in If and based on the output you should assign the Active or Inactive. Name = MI Inside Sales Manager,. Multiple IF conditions in formula field Im writing a single formula field that should be the combination of all the following: IF (Days_before_Ren__c >0, (IMAGE (/resource/1438712699000/GreenBall, GreenBall)), IF (Days_Until_Expiration__c<=0, (IMAGE (/resource/1440024261000/Blackball, Blackball)),. To evaluate multiple conditions with the OR logic, the formula is: =IF ( (B2>50) + (C2>50), Pass, Fail) Using IF together with other functions This section explains how to use IF in combination with other Excel functions and what benefits this gives to you. The NOT function only takes one condition. Go across multiple records. Multiple IF conditions in formula field Im writing a single formula field that should be the combination of all the following: IF (Days_before_Ren__c >0, (IMAGE. ” The formula returns a value of “1” for each field that contains a value and multiplies this total by fifty to give you the percentage of fields that contain data. Creating a formula field using IF statement with Text return. You can think of Summary Formulas as the column-based formula (where the formula result displays at the bottom of a column), whereas the Row-Level Formula result displays on the row itself. EGO want to system ampere formulas field where, If contract type a is selected, then the value from the formula arena can. My Current Formula: IF (Placement__c. htm&type=5 ), you can create a row level formula with the IF function and then aggregate on that formula. 2, 0)) but I keep getting Syntax errors ( e. Check formula syntax using core Salesforce tools. com%2fsalesforce-formula-examples%2f/RK=2/RS=kJ5IFsmQy. This function means: If Logical Argument 1 is true, then return Value 1. Click New in the Field and Relationship section of the Object you decide on. Multiple IF conditions in formula field. Click Contact / Fields & Relationships and click New. To evaluate multiple conditions with the OR logic, the formula is: =IF ( (B2>50) + (C2>50), Pass, Fail) Using IF together with other functions This section explains how to use IF in combination with other Excel functions and what benefits this gives to you. Thanks, Raj July 11, 2017 · Like 0 · Dislike 0 Guru Vemuru 1 Maharaj i tested but it is not working. Here is my formula below. Row Level Formulas in Salesforce>Summary Formulas vs. Use Basic Logic in Checkbox Formulas. When you do this you can omit the IF function and use AND, OR and NOT on their own. All Formula Operators and Functions Record IDs and External IDs for External Objects in Salesforce Define an External Data Source for Salesforce Connect—Cross-Org Global Publisher Layouts Cross-Org Adapter for Salesforce Connect User Access to External Data in Salesforce Connect—Cross-Org Adapter. Validation Rules, Dependent Fields, and Nested IFs, ANDs, …. 1 Formulas are evaluated in order, which usually means from left to right. How to make formula field for salesforce field?. IF (AND (TEXT (Partner__c) = Partner 1,TEXT (Service__c) = Service 1, Annual_turnover__c * 0. Also in last If condition you want to use = because if you get 1000 then none of your condition will be satisfied. Else IF Condition in formula field?. try this, you are missing the default if none of the conditions are true. if Company = WIL And (ShippingCountry = United States Or USA) then US elseif Company = WST And (ShippingCountry = United States Or US) then USA elseif ShippingCountry <> then ShippingCountry elseif Company = WIL then US elseif Company = WST then USA else end if if-statement salesforce crm Share. Generaly Multiple IF condtion will works like If Else method [syntax: If (condition,truevalue,falsevalue) -- > IF (condition,true, IF (condition,true,false)). All Formula Operators and Functions Record IDs and External IDs for External Objects in Salesforce Define an External Data Source for Salesforce Connect—Cross-Org Global Publisher Layouts Cross-Org Adapter for Salesforce Connect User Access to External Data in Salesforce Connect—Cross-Org Adapter. For example, Situation 1: If column D>=20 and column E>=60. if ( ( AnnualRevenue > 10000) ,High, if ( ( AnnualRevenue > 1000) ,medium if ( ( AnnualRevenue <= 1000) ,low,))) Share Improve this answer. If field A = Yes and field B = Yes then field C = 1 If field A = Yes and field B <> Yes then field C = 2 If field A <> Yes and field B = Yes then field C = 3 If field A <> Yes and field B <> Yes then field C = 4 I dont know how to set a formula for field C to make it works, I try CASE, IF statement without any luck. For example: IF (FALSE, 0, IF (FALSE, 1, IF (TRUE, 2, IF (FALSE, 3, IF (TRUE, 4, 5))))) The answer will be 2, because it was the first condition to be met. if ( ( AnnualRevenue > 10000) ,High, if ( ( AnnualRevenue > 1000) ,medium if ( ( AnnualRevenue <= 1000) ,low,))) Share Improve this answer Follow. You will be familiar with most because they follow standard mathematics syntax. Microsoft Support>Using IF with AND, OR and NOT functions. From the Home tab, click Conditional Formatting > New Rule. In Salesforce reports, there are two formulas that, if understood and used correctly, can enable you to build powerful reports using the standard Salesforce reports only. Multiple IF AND picklist conditions for a formula. We should be able to create Summary Formulas in Reports where we only Count/Sum/Avg, if a certain criteria is met (simmilar to the SUMIF, COUNTIF, formulas in excel). Welcome to the FormAssembly Resource Center! Were currently working to improve and reorganize our documentation, so you may see some changes taking place over the next few days. Once you have located your field, use the “Insert” button to drop it into the formula. This function checks whether a condition returns true. Validation Rules, Dependent Fields, and Nested IFs, ANDs. If the fields are empty, the formula returns the value “0. Think of it as a 3 part function. You can use the same kind of logic in formulas with the NOT (), AND (), OR (), and IF () functions. I see in the comments that this is after. Loading.