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CiaraCaryl
Frequent Visitor

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")
1 ACCEPTED SOLUTION
lbendlin
Super User
Super User

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")

View solution in original post

1 REPLY 1
lbendlin
Super User
Super User

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")

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