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Topics#Data ManagementAbby Sisk's Question
Abby Sisk asked in #Data Management
May 19, 2016, 3:06 PM

Formula Questions - Update Region Ownership except on 3 Specific Accounts - HELP!

I have a field called 'Regional Ownership' and it is just passing the Region from the Opportunity Owner User Record.  I need it to function as is except on 3 specific accounts, then I need it to be "East".  

 

Is there a way to write a formula to pass the Region from the user record except for the 3 accounts (using the Account ID) and if that is true then use "East"?
3 answers
  1. Sunil Sarilla (M&G Investments)
    May 19, 2016, 3:45 PM

    sorry had an extra parenthesis at the end

    IF(
    CASE(Account.Name ,
    "Account Name1",1,
    "Account Name2",1,
    "Account Name3",1,
    0)=1,
    "EAST",
    "Your Existing formula here "
    )

     

     
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