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Topics#Data ManagementKevin Dyer's Question
Kevin Dyer (Medallia) asked in #Data Management
Jul 8, 2015, 5:00 AM

How do I concatenate picklist field?

I have an Opportunity standard field called “Type.” This is a picklist field with the values Launchpad, New Client, and Renewal. Each of these picklist values had a unique id that I want to return when there’s a match. The unique ID is not a Salesforce field, it is a text value I’d like each value to correspond to.

 

I’m trying to write a concatenated formula that will return the following logic:

 

If (Type == Launchpad ) {

 

return “EXP";

 

} else if (Type == New Client ) {

 

return “NEW”; else if (Type == Renewal ) {

 

return “REN”;

 

}; 

 

I then want to take that value and concatenate it with Account_Code__c

 

and CloseDate, which would be in the format of mmddyy. So the final formula would return:

 

Account_Code__c_Type_CloseDate

 

Can anyone please help? Thank you in advance!
8 answers
  1. Sunil Sarilla (M&G Investments)
    Jul 8, 2015, 9:34 AM
    Hi Kevin,

     

    +1 All.

     

    Please try the below

    CASE(Type,
    "Launchpad", "EXP",
    "New Client", "NEW",
    "Renewal", "REN",
    NULL)+"_"+ Account_Code__c +"_"+
    IF(MONTH(CloseDate)<=9, "0"+TEXT(MONTH(CloseDate)), TEXT(MONTH(CloseDate)))+
    IF(DAY(CloseDate)<=9, "0"+TEXT(DAY(CloseDate)), TEXT(DAY(CloseDate)))+
    RIGHT(TEXT(YEAR(CloseDate)),2)

     

     
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