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SueHallSueHall 

Formula to bring in Contact Name based on title

I am attempting to pull a contact name into a custom object.  The criteria is that the contact name is pulled in based on the contact title.

 

Ex.  Where the title contains CEO or President populate the first/last name in the field CEO/President Name field.  The custom object is used as a quick reference for client site visits.  Those attending the client site visit need to know what the CEO's name is.

 

The custom object can be created from either a contact or an opportunity.

 

The code below works if I create the custom object from the actual CEO's contact record but not if I create it from a non-CEO contact or any opportunity. 

 

CASE(Contact__r.Title,"CEO",
Contact__r.FirstName + " "+ Contact__r.LastName,
"President",Contact__r.FirstName + " "+ Contact__r.LastName,
null)

 

The relationship to the custom object:

Master-Detail(Opportunity)

Master-Detail(Contact)

 

Thanks in advance for your help!

Sue

 

Ispita_NavatarIspita_Navatar

I created similar formula in my org and it is working fine there for all conditions, find my code below:-

CASE(nav_isp__Expert__r.Title,"CEO", nav_isp__Expert__r.FirstName + " "+ nav_isp__Expert__r.LastName, "President", nav_isp__Expert__r.FirstName + " "+ nav_isp__Expert__r.LastName, null)

 

Please furnish more information to zero in on the cause of teh problem.