I have a formula text field on the opportunity object that should display 4 different things depending on the value of 2 different fields. Partner_ID__r.Type is a picklist field on the Account object and Partner_ID__r.Name is a text field on the Account object. When Partner ID – Type is "Partner," populate this new field with "Partner". When the Partner ID – name contains "SmartBiz," populate this new field with "Organic." When the Partner ID – Type is "Bank Customer," populate this new field with "Bank Customer." Otherwise, populate the field with "Other". Below is what I have tried but I am getting the error "syntax error."
IF(ISPICKVAL(Partner_ID__r.Type , "Partner”),”Partner",
IF(CONTAINS(Partner_ID__r.Name , "SmartBiz”),”Organic",
IF(ISPICKVAL(Partner_ID__r.Type , "Bank Customer”),”Bank Customer”,
"Other")))
Best Answer
Strings in Salesforce don't use double quotes or smart quotes.
Replace all of them with single quotes (
'
)bad:
"SmartBiz”
good:
'SmartBiz'