0

I am putting together an evaluation form in Salesforce. I am using Customer object Greeting__c, the pick list values are High, Met, Below. I would like to assign a formula that sets "High" to numerical value 4 , "MET" to 2 and "Below" to 0. I cannot figure out how to configure the formaula. 1st question: Do I create a formula field to reference the Greeting_c API or create the formula in the Greeting__c in the formul editor?

Based on other questions here, I am trying (Greeting__c,"High",4) to return the picklist selection "High" with the number value 4. I am a beginner at this. Thank you in advance for your help. Any advice would be appreciated.

Improve this question

1 Answer 1

Reset to default
1

You can use the CASE() function. Create a new formula field that returns a Number, and uses the following formula:

CASE(Greeting__c),
  "High", 4,
  "Met", 2,
  0
)

What this will do is return 4 for High, 2 for Met, and 0 by default (e.g. Below).

For more information, see the CASE() formula field reference in Salesforce Help.

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .