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I have a formula field that I want to autopopulate the manager depending on what location (picklist) field is picked.  I have tried ISPICKVALUE, CASE and IF function and going in circles.  I have 26 locations in the picklist and 26 managers. After I do this, I need to do the same thing for a vp field, have 7 vp's. 
8 answers
  1. Feb 7, 2012, 8:47 PM
    Okay then what you want to do is create 2 custom fields and select Formula as the datatype and TEXT as the result type.  You formulas will look something like this:

     

    CASE(InterCall_Office__c,

    "NS Central AL", "Anna Lyon",

    "NS Central JB", "Jody Bartlett",

    "NS Central JM", "Jessica Morin",

    "NS Central SW", "Sean Whiteside",

    "NS East JB", "Joy Bonavita",

    "NS West CG", "Christy Good",

    "NS West JP", "Jana Perry",

    "NS West KM", "Kelly Mark",

    "WS Business Partner Mgr", "Shelby Cooper",

    "WS Reseller Mgr", "Shelby Cooper",

    "DS Chicago", "Cameron Hatten",

    "DS Denver", "Chad Moroni",

    "DS Orange County", "Bill Hensel",

    "DS KC/St. Louis", "Kari Markham",

    "DS Los Angeles", "Bret Dupuis",

    "DS Minnesota", " Jason Foss",

    "DS Ohio", "Jill Lionetti",

    "DS Atlanta", "Sam Joseph",

    "DS Boston", "Darren McLeod",

    "DS Philadelphia", "Shana Kaufman",

    "DS New Jersey", "Jason Shawgo",

    "DS Remote NY/NC", "Julie McGinnis",

    "DS Washington D.C.", "Jordan Reid",

    "DS Manhattan", " Eric Olson",

    "DS Dallas", "Stephanie Barone",

    "DS Silicon Valley", "Mia Navarro",

    "DS East Canada", "Jared Stanchina",

    "DS Florida", "Doug Danowski",

    "DS Houston ", "Chad Ramsey",

    "DS San Francisco", "Suzanne Smith",

    "DS Seattle/WestCanada", "Paul Fox",

    "DS East Bay", "Kristine Lamson",

    "DS CST Jeser", "Bridget Jeser",

    "DS CST Kranz", "Erin Kranz",

    "DS CST Tassio", "Tim Tassio",

    NULL)

     

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