Skip to main content
Salesforce

Return to Answer

improved formula inclusion
Source Link
edit approved Aug 15, 2022 at 13:46
Felix van Hove
edit approved Aug 15, 2022 at 13:46
Felix van Hove
  • 3.6k
  • 6
  • 24
  • 33

This would convert the date field to string if and only if the account type = Prospect or Customer, else it would display the date field in the date format for anything other than Prospect or Customer.

IF(ISBLANK( Fiscal_Year End__c), NULL, IF(OR(ISPICKVAL(Type,"Prospect"),ISPICKVAL(Type,"Customer")), TEXT(DAY(Fiscal_Year End _c )) & " " & CASE( MONTH( Fiscal_Year End _c ), 1, "January", 2, "February", 3, "March", 4, "April", 5, "May", 6, "June", 7, "July", 8, "August", 9, "September", 10, "October", 11, "November", 12, "December", "None" ),TEXT(Fiscal_Year End__c)))

IF(ISBLANK( Fiscal_Year End__c), 
NULL, 
IF(OR(ISPICKVAL(Type,"Prospect"),ISPICKVAL(Type,"Customer")),
TEXT(DAY(Fiscal_Year End _c )) & " " & 
CASE( MONTH( Fiscal_Year End _c ), 
1, "January", 
2, "February", 
3, "March", 
4, "April", 
5, "May", 
6, "June", 
7, "July", 
8, "August", 
9, "September", 
10, "October", 
11, "November", 
12, "December", "None" ),TEXT(Fiscal_Year End__c)))

This would convert the date field to string if and only if the account type = Prospect or Customer, else it would display the date field in the date format for anything other than Prospect or Customer.

IF(ISBLANK( Fiscal_Year End__c), NULL, IF(OR(ISPICKVAL(Type,"Prospect"),ISPICKVAL(Type,"Customer")), TEXT(DAY(Fiscal_Year End _c )) & " " & CASE( MONTH( Fiscal_Year End _c ), 1, "January", 2, "February", 3, "March", 4, "April", 5, "May", 6, "June", 7, "July", 8, "August", 9, "September", 10, "October", 11, "November", 12, "December", "None" ),TEXT(Fiscal_Year End__c)))

This would convert the date field to string if and only if the account type = Prospect or Customer, else it would display the date field in the date format for anything other than Prospect or Customer.

IF(ISBLANK( Fiscal_Year End__c), 
NULL, 
IF(OR(ISPICKVAL(Type,"Prospect"),ISPICKVAL(Type,"Customer")),
TEXT(DAY(Fiscal_Year End _c )) & " " & 
CASE( MONTH( Fiscal_Year End _c ), 
1, "January", 
2, "February", 
3, "March", 
4, "April", 
5, "May", 
6, "June", 
7, "July", 
8, "August", 
9, "September", 
10, "October", 
11, "November", 
12, "December", "None" ),TEXT(Fiscal_Year End__c)))
Source Link
AlizehS
AlizehS
  • 17
  • 2

This would convert the date field to string if and only if the account type = Prospect or Customer, else it would display the date field in the date format for anything other than Prospect or Customer.

IF(ISBLANK( Fiscal_Year End__c), NULL, IF(OR(ISPICKVAL(Type,"Prospect"),ISPICKVAL(Type,"Customer")), TEXT(DAY(Fiscal_Year End _c )) & " " & CASE( MONTH( Fiscal_Year End _c ), 1, "January", 2, "February", 3, "March", 4, "April", 5, "May", 6, "June", 7, "July", 8, "August", 9, "September", 10, "October", 11, "November", 12, "December", "None" ),TEXT(Fiscal_Year End__c)))