I have a field for sales reps that is a picklist value I need this to pull on reports for contacts but it gives me error or use picklist value. The referral partners are a field inside of the contacts and the contact type specific to the referrals need to group by this value.
I tried
IF(ISPICKVAL(FastrakCRM_FC__Referred_by__r.Builder_Contact_Type__c)= "Builder Sales Rep"), "Builder Sales Rep")
but it reads I need to remove a coma.
Personally I'm a big fan of the CASE Function when it comes to Picklist Fields
CASE(FastrakCRM_FC__Referred_by__r.Builder_Contact_Type__c,
'Builder Sales Rep', 'Builder Sales Rep',
NULL)
TEXT is also one of my Go-To Functions
IF(
TEXT(FastrakCRM_FC__Referred_by__r.Builder_Contact_Type__c) ='Builder Sales Rep', 'Builder Sales Rep',
NULL)
