Help with Formula Text Field that Looks at 2 other fields

formula-field

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'

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