You need to sign in to do that
Don't have an account?
Andyux
territory formula using state or owner
My inital territory assigment per state works. So Territory (text formula) =
IF(ISBLANK(BillingState), "International", IF(CONTAINS("WA:OR:CA:AZ:NV:IDMT:WY:UT:CO:NM:TX:OK:KS:NE:WY:NE:SD:ND:MN:IA:MO:AR:LA:WI:IL", BillingState), "USA - West", IF(CONTAINS("AB:BC:MB:NT:NU:SK:YT", BillingState), "CAN - West", IF(CONTAINS("MI:IN:KY:TN:MS:AL:GA:FL:SC:NC:VA:WV:PA:PA:NY:ME:ME:VT:NH:MA:RI:CT:NJ:DE:DE:MD", BillingState), "USA - East", IF(CONTAINS("NB:NL:NS:ON:PE:QC", BillingState), "CAN - East", "International")))))Now I have asked to add an exception based on account owner, but i am not sure how to add this to the formula
IF(CONTAINS("VS:BJ", Owner.Alias), "Legacy",So if the owner alias contains VS or BJ, then the territory is Legacy, and ignores the BillingState. Thanks!
Just add your new IF expression with the comma at the beginning and a ")" at the end (line 6).
That's all because it is your final value.
IF ( condition , <final value if true> , <final value if false> or <new nested IF> )
Alain
Your formula should be simply this
Kindly mark it as an answer if that works !