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Anonymous's avatar
Anonymous
Not applicable
1 year ago
Solved

Need help with If then statement

Basically I need something that shows the following:

If MQL is NOT blank, then "MQL"
If SDR is NOT blank and AE is NOT Blank then "SDR Self Gen"
If SDR IS blank and AE is NOT blank then "AE Self Gen"

This is the formula I've been trying but keep getting errors:

Gen Team = IF(Opportunity[Leads Converted.MQL__c] <> BLANK(), "MQL")
&& IF(Opportunity[SDR Name]<>BLANK() && Opportunity[AE Name]<>BLANK(), "SDR Self Gen")
&& IF(Opportunity[SDR Name]=BLANK() && Opportunity[AE Name]<>BLANK(), "AE Self Gen", "Other Gen")
  • lbendlin's avatar
    lbendlin
    1 year ago
    Gen Team = SWITCH(TRUE(),
Opportunity[Leads Converted.MQL__c] <> BLANK(), "MQL",
Opportunity[SDR Name]<>BLANK() && Opportunity[AE Name]<>BLANK(), "SDR Self Gen",
Opportunity[AE Name]<>BLANK(), "AE Self Gen",
"Other Gen")

1 Reply

  • lbendlin's avatar
    lbendlin
    Icon for Super User rankSuper User
    1 year ago
    Gen Team = SWITCH(TRUE(),
Opportunity[Leads Converted.MQL__c] <> BLANK(), "MQL",
Opportunity[SDR Name]<>BLANK() && Opportunity[AE Name]<>BLANK(), "SDR Self Gen",
Opportunity[AE Name]<>BLANK(), "AE Self Gen",
"Other Gen")