Hello,

I am looking to create a formula field simlar to 2 we already have in our instance under the Account & Opportunity object for Leads. Basically what the field does in a nutshell is, narrow results in reports and dashboards to the region or geo the user's alignment is set to here is the syntax for the  formula fields under Accounts and Objects :

Account Object:
Field 1:
IF (OwnerId = $User.Id, "Y", "N")

Field 2:
IF(OR(Account_Owner_Region__c="",Account_Owner_Geo__c =""),"N",
if(OR
(Is_Mine__c = 'Y',$User.Align__c="Global",
CONTAINS($User.Align__c ,Acct_OwnerName__c),
CONTAINS($User.Align__c ,Account_Owner_Region__c),
CONTAINS($User.Align__c, Account_Owner_Geo__c)
),"Y","N"))

Opportunity Object: 
Field 1: 
IF (OwnerId = $User.Id, "Y", "N")

Field 2:
IF(OR(Owner_Region__c="",Owner_GEO__c =""),"N", 
if(OR 
(Is_Mine__c = 'Y',$User.Align__c="Global", 
CONTAINS($User.Align__c ,OwnerName__c), 
CONTAINS($User.Align__c ,Owner_Region__c), 
CONTAINS($User.Align__c, Owner_GEO__c) 
),"Y","N"))

What I want to do is use a similar logic for leads, EXCEPT instead of the lead owner use another field which is manually maintained called, "Generalist_Sales_Rep__c" :

What is the syntax I need to put in when I create the new Formula field on the Lead object? Thanks for the help in advance! 

Field 1?

Field 2?


 

Hello,

I am looking to create a formula field simlar to 2 we already have in our instance under the Account & Opportunity object for Leads. Basically what the field does in a nutshell is, narrow results in reports and dashboards to the region or geo the user's alignment is set to here is the syntax for the  formula fields under Accounts and Objects :

Account Object:
Field 1:
IF (OwnerId = $User.Id, "Y", "N")

Field 2:
IF(OR(Account_Owner_Region__c="",Account_Owner_Geo__c =""),"N",
if(OR
(Is_Mine__c = 'Y',$User.Align__c="Global",
CONTAINS($User.Align__c ,Acct_OwnerName__c),
CONTAINS($User.Align__c ,Account_Owner_Region__c),
CONTAINS($User.Align__c, Account_Owner_Geo__c)
),"Y","N"))

Opportunity Object: 
Field 1: 
IF (OwnerId = $User.Id, "Y", "N")

Field 2:
IF(OR(Owner_Region__c="",Owner_GEO__c =""),"N", 
if(OR 
(Is_Mine__c = 'Y',$User.Align__c="Global", 
CONTAINS($User.Align__c ,OwnerName__c), 
CONTAINS($User.Align__c ,Owner_Region__c), 
CONTAINS($User.Align__c, Owner_GEO__c) 
),"Y","N"))

What I want to do is use a similar logic for leads, EXCEPT instead of the lead owner use another field which is manually maintained called, "Generalist_Sales_Rep__c" :

What is the syntax I need to put in when I create the new Formula field on the Lead object? Thanks for the help in advance! 

Field 1?

Field 2?