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Need to create a Formula field on both the Lead and Contact - each has 3 different Scenerios:

 

  1.  If MB Activation Date is blank THEN > leave blank 
  2.  If MB Activation Date & MB First Order Date - NEW (ARE NOT BLANK) AND MB # of orders is not blank THEN
    1. MB First Order Date (MINUS) New MINUS MB Activation Date 
  3.  If MB Activation Date is not blank and MB First Order Date is blank, THEN >Today MINUS MB Activation DAte 

Here is what I listed:

 

  1. IF(ISBLANK(MB_Confirmation_Date__c), NULL,
  2. IF(NOT(ISBLANK(MB_magento_first_order_date__c)),
    1. MB_magento_first_order_date__c - MB_Confirmation_Date__c,
  3. IF(NOT(MB_magento_first_order_date__c(, TOFAY()-MB_Confirmation_Date__c,NULL)))

 What did I do wrong? 

 

#Sales Cloud #Formulas

3 respostas
  1. 24 de ago. de 2021, 13:25

    @Steve Molis 

    Thank you for this!

     

    Only 1 thing is missing - scenerio #2 /  # of MB Orders - New (field) has to be entered as well 

     

    So -  

    • If MB Activation Date, MB First Order Date - New & # of MB Orders - New ARE NOT BLANK
      • First Order Date - NEW (MINUS) MB Activation Date

    Field Name -  MB_number_of_magento_orders__c 

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