On the opportunity layout, there is a field called 'Account Industry'.
If the Account is not a reseller, I want the value of the Industry field to pull into that Opportunity field.
HOWEVER, if the Account Type is not equal to 'Reseller', I need the formula to go look for the Industry on the Account that is named in the Opportunity field named 'End User Account Name'.
It's easy for me to pull in the Account Industry for non-resellers, but I can't seem to get the formula right to pull in the industry from the End-User Account if the account associated with the opportunity is a reseller. Thank you!
This is as far as I've gotten and it doesn't work.
IF(
ISPICKVAL(Account.Type, "Reseller"),
TEXT(End_User_Account_Name__r.Industry)
)
(Account.Type <> "Reseller"),
TEXT( Account.Industry)
(Account.Industry)))
답변 5개
Hi Scott,
The formula is not pulling in the industry for the end user account. See notes on screen shots. THANK YOU!! : ) Robin
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[image: Inline image 1]
