Below is a custom formula used in our activity object that calculates the Sales Team. I am trying to adjust the below formula to include the respective States they manage
Ideally if they belong to role 123, states include NJ/NY/PA, and they should be under TEAM - ABC.
IF($UserRole.Name = "123", "ABC",
IF($UserRole.Name = "456", "DEF",
IF($UserRole.Name = "789", "GHI",
IF($UserRole.Name = "000", "XYZ",NULL))))
Appreciate any help on this.
12 risposte
What is that "Account State" field that you're referencing in the Report Bucket?
Which Report Type are you using?
