[SalesForce] Salesforce Formula Text Value Based on Custom Field Picklist Value

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.

Best Answer

This is something that you cannot do with a formula field.

A formula field evaluates to a single value and can look at other fields to do this. It can't set any other field values other than it's own.

To do this, probably the easiest way would be a process (Open the the process builder and make a new process)

You could also do this with several workflows. Each workflow would have to evaluate branch of the logic.

The process would look something like this:

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[SalesForce] Changing text field value based on formula and a picklist field, trigger

You can create picklist for year and name,then create a Workflow Rule with multiple Workflow Field Updates which will put the values from the picklist to where it is generally imported. The formula field will work as it is working for others.

[SalesForce] Help with Formula field IF

Editing this answer to reflect a better understanding of what you want to happen. I believe the ask is this:

When verified complete, update to 'B'
When ok for production, update to 'B+'
When activated, update to 'A'.

As mentioned by Derek, formula fields don't update anything; they're calculated dynamically every time that they are viewed, but no data is stored internally. You can however simulate the above behavior with a formula field, essentially by reversing the order of your comparisons -- checking last to first.

If activated, display 'A'
Else if ok for production, display 'B+'
Else if verified complete, display 'B'
Else display 'null'

CASE(OHSI_Status__c,
  "Activate",
    "A",
  "Ok for Production",
    "B+",
  CASE(Status__c,
    "Verified Complete",
      "B",
    "null"
  )
)

Alternatively, if you want to actually store the data on the record, you can create a picklist field instead of a formula field, and give it three values, 'B', 'B+', 'A'. Then, create three workflow rules that run every time the record is updated to match the criteria for their related statuses, and then perform a field update to the new picklist, with the appropriate value. There are several benefits / considerations to using a real picklist instead of a formula, including,

Formulas can be less efficient if you have to use them in report / SOQL filters (displaying them is fine)
Reports can provide users with the three options to filter on ('A', 'B+', 'B'), whereas report filters on formulas don't have preset values to choose from (the user has to know the three options ahead of time)

Two final notes, last I checked, formulas should use double quotes when defining string literals (Apex is single quotes). Lastly, I used case statements for the picklists above, as I find them a bit more readable than chained IFs, especially with a lot of values. But that's personal preference; both will work.

Best Answer

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