Skip to main content
Topics#FormulasJohn Thenny's Question
John Thenny asked in #Formulas
Jun 17, 2025, 6:19 AM

Create Custom Field - two different actions (one action based off both a picklist and dates from two different objects)

Hi Everyone, 

 

I am wanting to create a custom field with a formula to do two different actions: 

 

  • If a picklist value is selected for "Male" on the Account object, custom field will import the date selected from another Salesforce object (Referral object)
  • If a picklist value is selected "Female" on the Account object, custom field will return a blank a value

Would this be possible to do please? 

 

If so, what would be the formula I would use?

Create Custom Field - two different actions (one action based off both a picklist and dates from two different objects)

 

 

 

#Formulas

7 answers
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Jun 19, 2025, 7:37 AM

    Hi John, 

     

    You can then go with a formula returning a date liek so (make sure you change the API names of the fields as needed:

    IF(TEXT(PersonGenderIdentity)="Male", ReferralDate,NULL)

    Also, make sure "Male" is the API name of the value for PersonGenderIdentity as formulas only deal with API names, not the label of picklist values (they are sometimes different)

Write an answer...
0/9000