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brkandivybrkandivy 

Need Help with this formula for a field update

Trying to create a field update to pull data from a Picklist field from the Product2 object to a text field on the opportunity product object.  Have tried various things like single quotes vs. double quotes, and && or ||  not sure what else to try here.

 

Keep getting various syntax errors...

 

IF(ISPICKVAL(Product2.Family,"SNS Surveyor"),'SNS Surveyor’  ||

IF(ISPICKVAL(Product2.Family,"SNS Event Monitoring"),'SNS Event Monitoring'  ||

IF(ISPICKVAL(Product2.Family,"SNS Services"),'SNS Services', "")))

 

Error: Syntax error. Missing '

 



Best Answer chosen by Admin (Salesforce Developers) 
Steve :-/Steve :-/

Also, if you want to access the standard Product Family picklist field from the Opportunity Product object, I think you need to go throught the PriceBook object.  You could also use a CASE function like this:

 

CASE(PricebookEntry.Product2.Family,
"SNS Surveyor", "SNS Surveyor", 
"SNS Event Monitoring",,"SNS Event Monitoring",
"SNS Services", "SNS Services",
NULL)

 

All Answers

Steve :-/Steve :-/

Can you post a screenshot of the error message you're getting?

 

IF(ISPICKVAL(Product2.Family,"SNS Surveyor"),'"SNS Surveyor",
IF(ISPICKVAL(Product2.Family,"SNS Event Monitoring"),"SNS Event Monitoring",
IF(ISPICKVAL(Product2.Family,"SNS Services"),"SNS Services", 
NULL)))

 
Steve :-/Steve :-/

Also, if you want to access the standard Product Family picklist field from the Opportunity Product object, I think you need to go throught the PriceBook object.  You could also use a CASE function like this:

 

CASE(PricebookEntry.Product2.Family,
"SNS Surveyor", "SNS Surveyor", 
"SNS Event Monitoring",,"SNS Event Monitoring",
"SNS Services", "SNS Services",
NULL)

 

This was selected as the best answer
brkandivybrkandivy

This is one:

IF(ISPICKVAL(Product2.Family,"SNS Surveyor"),'"SNS Surveyor",

IF(ISPICKVAL(Product2.Family,"SNS Event Monitoring"),"SNS Event Monitoring",

IF(ISPICKVAL(Product2.Family,"SNS Services"),"SNS Services", NULL)))

 

Error: Syntax error. Missing '

 

Another:

IF(ISPICKVAL(Product2.Family,"SNS Surveyor"),"SNS Surveyor" ||

IF(ISPICKVAL(Product2.Family,"SNS Event Monitoring"),"SNS Event Monitoring" ||

IF(ISPICKVAL(Product2.Family,"SNS Services"),"SNS Services", "")))

 

Error: Incorrect parameter for function 'or()'. Expected Boolean, received Text

 

Another:

IF(ISPICKVAL(Product2.Family,"SNS Surveyor"),"SNS Surveyor" &&

IF(ISPICKVAL(Product2.Family,"SNS Event Monitoring"),"SNS Event Monitoring" &&

IF(ISPICKVAL(Product2.Family,"SNS Services"),"SNS Services", "")))

 

Error: Incorrect parameter for function 'or()'. Expected Boolean, received Text
Steve :-/Steve :-/

Yeah, you've got all kinds of problems in that formula, you're better off just going with a CASE function like the one I posted.
brkandivybrkandivy

Thanks this worked like a dream. 
Steve :-/Steve :-/

No problem

 

You owe me a beer!