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ahasslerahassler 

Picklist and Checkbox Formula Needed

I currently have two working formulas:

Amount * IF(Proactive_Outreach_Allowed__c, 0.8, 0.37)

This formula multiplies the amount times .8 if the checkbox for proactive outreach allowed is checked, but it will multiply by .37 if the checkbox is not selected.

IF(ISPICKVAL(Product_Pitching__c, "Outplacement"), ROUND(Amount *0.8, 0), 0)

This formula multiplies the amount by .8 if the Product Pitching picklist value is Outplacement and rounds the answer to 0 decimal places. If the product pitching picklist value is not outplacement then the answer is 0.

I want to combine these formulas so that if the picklist value is outplacement AND proactive outreach allowed is selected then the amount is multiplied by .8, but if the picklist value is outplacement AND the proactive outreach allowed is not selected then the amount is multiplied by .37. If needed in this instance, if outplacement is not selected as the picklist value, then the answer can be 0. Basically I want a formula that is dependent on two factors.


Can you please provide any suggestions?

Best Answer chosen by Admin (Salesforce Developers) 
jhurstjhurst

Hopefully this does what you need:

 

IF(AND(Proactive_Outreach_Allowed__c, ISPICKVAL(Product_Pitching__c, "Outplacement")), ROUND(Amount * 0.8, 0), IF(AND(NOT(Proactive_Outreach_Allowed__c), ISPICKVAL(Product_Pitching__c, "Outplacement")), ROUND(Amount * 0.37, 0), 0))

 

This says:

 

IF

   Proactive_Outreach_Allowed__c is checked AND Product_Pitching__c == "Outplacement"

THEN

   Round Amount * 0.8 to 0 decimals

ELSE

   IF

      Proactive_Outreach_Allowed__c is not checked AND Product_Pitching__c == "Outplacement"

   THEN

      Round Amount * 0.37 to 0 Decimasl

   ELSE

      Set Amount to 0

 

You may want to change the rounding, and if you want to add another condition for if the picklist is not "Outplacement" you can add another condition (though you should not need it)

 

Hope this helps

Jay

All Answers

jhurstjhurst

Hopefully this does what you need:

 

IF(AND(Proactive_Outreach_Allowed__c, ISPICKVAL(Product_Pitching__c, "Outplacement")), ROUND(Amount * 0.8, 0), IF(AND(NOT(Proactive_Outreach_Allowed__c), ISPICKVAL(Product_Pitching__c, "Outplacement")), ROUND(Amount * 0.37, 0), 0))

 

This says:

 

IF

   Proactive_Outreach_Allowed__c is checked AND Product_Pitching__c == "Outplacement"

THEN

   Round Amount * 0.8 to 0 decimals

ELSE

   IF

      Proactive_Outreach_Allowed__c is not checked AND Product_Pitching__c == "Outplacement"

   THEN

      Round Amount * 0.37 to 0 Decimasl

   ELSE

      Set Amount to 0

 

You may want to change the rounding, and if you want to add another condition for if the picklist is not "Outplacement" you can add another condition (though you should not need it)

 

Hope this helps

Jay

This was selected as the best answer
ahasslerahassler

Wow! This is perfect! Thank you so much!