Salesforce Formula Text Value Based on Custom Field Picklist Value

0 votes

I am getting to the point where Salesforce is becoming a pain. The limitations are astounding.

Basically, on Cases, I have:

Department(picklist values=Ecom, B2B, etc.) Manager(text field) Employee 1(text field) Employee 2(text field) Employee 3(text field) Employee 4(text field)

This is what I am trying to do in real time, not on save (workflow rule won't work because it only does field updates after creating the ticket, not during the creation of it): IF(ISPICKVAL(Department__c, "Ecom"),Employee_1__c="John Smith", Employee_2__c="Jane Doe", etc.)

It keeps telling me I can't use a formula on the picklist field so then I tried to do it on each of the employee fields but they are not formula and only text fields.

I created another field that is Formula(text) and put in a formula:

IF(ISPICKVAL(Department__c,"Ecom"),"test",null)

This works but only for the formula(text) field, if I try to have it update the other text fields, it also does not allow me to do this and gives a boolean error, tried replacing null with "false" "true" with no difference.

Mar 2, 2022 in SalesForce by surbhi
• 3,820 points
6,076 views

1 answer to this question.

0 votes

You should update the fields using the field update features that the platform offers to retrieve the formulas. You can then use a formula like IF xxxx THEN do this and this and this field update.

Hope this helps!

Enroll for the salesforce course to learn more!

answered Mar 2, 2022 by surbhi
• 3,820 points

Related Questions In SalesForce

0 votes
0 answers

Salesforce Formula Text Value Based on Custom Field Picklist Value

on Cases, I have: Department(picklist values=Ecom, B2B, etc.) ...READ MORE

Apr 8, 2022 in SalesForce by surbhi
• 3,820 points
1,560 views
0 votes
1 answer
0 votes
1 answer
+2 votes
2 answers

Salesforce Interview questions

Here are some questions very important for ...READ MORE

answered Jan 11, 2019 in Career Counselling by Suresh
• 720 points
3,358 views
0 votes
1 answer

How to connect to salesforce from tableau?

Hi, follow these steps to connect to Salesforce: 1. ...READ MORE

answered Mar 25, 2019 in Tableau by Cherukuri
• 33,030 points
1,023 views
0 votes
1 answer

Power BI - Salesforce

Hi, Follow below steps: 1. Go to Data source. 2. ...READ MORE

answered Mar 25, 2019 in Power BI by Cherukuri
• 33,030 points
723 views
0 votes
2 answers

What is the best training for Salesforce ADM-201 Exam?

Hi @Vardhan, I took Edureka's Salesforce Online Training, ...READ MORE

answered Jun 3, 2021 in Others by Jaya
• 140 points

edited Dec 22, 2021 by Soumya 713 views
0 votes
1 answer

Salesforce Apex/JSON serialization with change on variable name

Apex does not support annotation for serialization. But, ...READ MORE

answered Mar 2, 2022 in SalesForce by surbhi
• 3,820 points
4,027 views
0 votes
1 answer

Retrieve the formulas from the Salesforce Formula fields

In Apex you can use "describe" calls. ...READ MORE

answered Mar 2, 2022 in SalesForce by surbhi
• 3,820 points

edited Jun 19, 2023 by Khan Sarfaraz 2,243 views
webinar REGISTER FOR FREE WEBINAR X
REGISTER NOW
webinar_success Thank you for registering Join Edureka Meetup community for 100+ Free Webinars each month JOIN MEETUP GROUP