I'm trying to solve a problem we have for not being able to easily report on the industry for the end-user account for all of our closed opps done by resellers.
In our instance, the reseller opportunities stay under the reseller account instead of under the end-user account.
I wanted to create a formula field on the opportunity that would do this:
If there is no value in the End-User account field on the opportunity, pull the value of the industry of the account, but if there IS a vlue in the End-User account field, then pull the value of the industry from that End User Account. I've not been able to write this. Are any of you great with formulas and can help me?
Thanks! Robin
답변 6개
Hi Robin, Please try the below
BLANKVALUE(TEXT(Account.Industry), TEXT(End_User_Account__r.Industry))
Please use the insert field button to select the field API name of the End User Account Industry
