I have a CSV that is being imported in SalesForce under Contacts. There are 6 fields for training program type and a year for each one. All are in text format and the data comes from a another system. I created 2 more formula fields which basically merge all 6 into training_type and training_year and use that for reporting. So far so good. But, if I need to add an individual contact directly from SalesForce, is there a simple way to populate these 6 fields from a picklist field, without breaking the previous set up? I can't set the training_type and training_year directly as they are read only.
Example data looks like this:
name: John Doe training1: ABC year1: 2005 training2: blank year2: blank training3: blank year3: blank
I'm completely new to SalesForce and from what I can gather maybe trigger would work for this. Thanks for any ideas!
So this is what I have for training_type formula field:
IF(AND(training2 = "DEF", training1 = "ABC" ), "ABC", IF(AND(training2 = "DEF", training3 = "XYZ" ), "XYZ", IF(AND(training1 = "ABC", training3 = "XYZ" ), "XYZ", IF(AND(training1 = "ABC", training2 = "" ), "ABC", IF(AND(training2 = "DEF", training3 = "" ), "DEF", IF(AND(training3 = "XYZ", training2 = "" ), "XYZ", "Prospect"))))))
It would basically get the value from training1,2 or 3, whichever is filled, and then set training_type to that, or a "prospect". Then I have another picklist field called "Program_c" with "ABC", "DEF" and "XYZ" text values. So I need to figure out a way to set training1,2,3 fields respectively based on that picklist. I tried a workflow that should be executed at contact update, but it doesn't work for some reason. Thanks for any help!