0

I apologize in advance if my request looks like a mess :) I'm used to working with excel, and am new to SalesForce.

I have a report with the names of departments, and I need to group by those department names. However, However, the department names are not clear enough for my needs.

I'm looking to do the following: add a column that uses a custom formula, and this is how I would do it in excel:

=IF(A2="Biotech","BIO",IF(A2="Genetics","GEN",A2))

How would I go about adding something like this to a SalesForce report?

Also, instead of using an exact match, how can I do the following:

IF (FIELD_Name) CONTAINS "biot" THEN "BIO" ESLE IF()....
1

You need to create a custom formula field in an object that contains department name, then add it as a column to a report. Formula fields have almost the same syntax:

IF(logical_test, value_if_true, value_if_false).

So, in your case it should be like this: IF(departmentName = "Biotech", "BIO", IF(departmentName = "Genetics", "GEN", departmentName)) where departmentName is an API name of the field, like departmentName__c.

CONTAINS(text, compare_text) function also may help you.

|improve this answer|||||

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.