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  • Ankur Gurha
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4 replies

Need help in creating a formula field to retrive a phone number from multiple phone fields with a set logic

Desired Logic:

Field 1: CAS Phone 1 (New Field in Salesforce)

Desired Logic:

If "Mobile" is not blank, then CAS Phone 1 = "Mobile"
If "Mobile" is blank, then CAS Phone 1 = "Work Direct"
If "Work Direct" is blank, then CAS Phone 1 = "Business Phone"
If "Business Phone" is blank, then CAS Phone 1 = "Corporate Phone"

Able to create this field with below formula:-

BLANKVALUE(MobilePhone, BLANKVALUE(Work_Direct_Phone__c, BLANKVALUE(Phone, BLANKVALUE(Corporate_Phone__c,"") ) ))

Field2: CAS Phone 2 (New Field In Salesforce)

Desired Logic:

If CAS Phone 1 = "Mobile," then CAS Phone 2 = "Work Direct"
If CAS Phone 1 = "Mobile" AND "Work Direct" is blank, then CAS Phone 2 = "Business Phone"
If CAS Phone 1 = "Mobile" AND "Work Direct" is blank AND "Business Phone" is blank, then CAS Phone 2 = "Corporate Phone"
If CAS Phone 1 = "Work Direct," then CAS Phone 2 = "Business Phone"
If CAS Phone 1 = "Work Direct" AND "Business Phone" is blank, then CAS 2 = "Corporate Phone"
If CAS Phone 1 = "Business Phone," then CAS Phone 2 = "Corporate Phone"
If CAS Phone 1 = "Corporate Phone," then CAS Phone 2 is blank

Not able to create formula for this.

Can some please help
 
4 replies

Need help in creating a formula field to retrive a phone number from multiple phone fields with a set logic

Desired Logic:

Field 1: CAS Phone 1 (New Field in Salesforce)

Desired Logic:

If "Mobile" is not blank, then CAS Phone 1 = "Mobile"
If "Mobile" is blank, then CAS Phone 1 = "Work Direct"
If "Work Direct" is blank, then CAS Phone 1 = "Business Phone"
If "Business Phone" is blank, then CAS Phone 1 = "Corporate Phone"

Able to create this field with below formula:-

BLANKVALUE(MobilePhone, BLANKVALUE(Work_Direct_Phone__c, BLANKVALUE(Phone, BLANKVALUE(Corporate_Phone__c,"") ) ))

Field2: CAS Phone 2 (New Field In Salesforce)

Desired Logic:

If CAS Phone 1 = "Mobile," then CAS Phone 2 = "Work Direct"
If CAS Phone 1 = "Mobile" AND "Work Direct" is blank, then CAS Phone 2 = "Business Phone"
If CAS Phone 1 = "Mobile" AND "Work Direct" is blank AND "Business Phone" is blank, then CAS Phone 2 = "Corporate Phone"
If CAS Phone 1 = "Work Direct," then CAS Phone 2 = "Business Phone"
If CAS Phone 1 = "Work Direct" AND "Business Phone" is blank, then CAS 2 = "Corporate Phone"
If CAS Phone 1 = "Business Phone," then CAS Phone 2 = "Corporate Phone"
If CAS Phone 1 = "Corporate Phone," then CAS Phone 2 is blank

Not able to create formula for this.

Can some please help