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Topics#Sales CloudChristopher Pustizzi の質問
Christopher Pustizzi (Self) が「#Sales Cloud」で質問
2021年8月4日 15:01

Process Builder Formula Help

Process Builder formula help:

 

When a Contact IS NEW and has a certain state AND certain Customer Group - assign to certain user

 

The formula has no errors but it is not assigned correctly. What is wrong here:

 

#Sales Cloud

 

AND( ISNEW() , CASE([Contact].MailingState,'Iowa',1, 'Illinois' ,1, 'Indiana',1, 'Kansas' ,1, 'Kentucky' ,1, 'Michigan',1, 'Minnesota',1, 'Missouri' ,1, 'Nebraska',1, 'Ohio',1, 'Wisconsin',1, 0) =1 ,  NOT(OR( TEXT([Contact].Customer_Group__c) = 'Tier 0 Guest', TEXT([Contact].Customer_Group__c) = 'Tier 3 Pending Approval', TEXT([Contact].Customer_Group__c) = 'Tier 4 Librarian', TEXT([Contact].Customer_Group__c) = 'Tier 5 Manufacturer' )) )

30 件の回答
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2021年8月4日 16:50

    Try this 

    AND( 
    ISNEW() , 
    CASE([Contact].MailingState,
    'Iowa',1, 
    'Illinois' ,1, 
    'Indiana',1, 
    'Kansas' ,1, 
    'Kentucky' ,1, 
    'Michigan',1, 
    'Minnesota',1, 
    'Missouri' ,1, 
    'Nebraska',1, 
    'Ohio',1, 
    'Wisconsin',1, 
    0) = 1 ,  
    CASE([Contact].Customer_Group__c,
    '1', 1,
    '2', 1,
    0 ) = 1
    )
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