The IF () function is categorized under the Logical function and the syntax for this formula is IF (logical_test, value_if_true, value_if_false). Row Level Formulas in Salesforce>Summary Formulas vs. As with any other custom Salesforce field, formula fields are created by following just a handful of steps: Access the Object Manager from Setup – navigate to the object you wish to create the Formula Field on. Welcome to the FormAssembly Resource Center! Were currently working to improve and reorganize our documentation, so you may see some changes taking place over the next few days. From the Home tab, click Conditional Formatting > New Rule. You did so by choosing the right values for the Object and Field. Please help me out with the syntax. Cohort_City__c =Online,RowCount - 100,RowCount - 45) In the simplest terms I need to have the offset column subtract from the record count based on multiple conditions. I would suggest to spend some times on these trailhead: Use Formula Fields and Advanced Formulas. All Formula Operators and Functions Record IDs and External IDs for External Objects in Salesforce Define an External Data Source for Salesforce Connect—Cross-Org Global Publisher Layouts Cross-Org Adapter for Salesforce Connect User Access to External Data in Salesforce Connect—Cross-Org Adapter. In the Salesforce Report Builder, you’ll find two different formula types: Summary Formulas and Row-Level Formulas. These formulas can be used at grouping levels, and as they are very specific to the calculation you’re looking forward to running in your report, make sure you read all. Welcome to the FormAssembly Resource Center! Were currently working to improve and reorganize our documentation, so you may see some changes taking place over the next few days. with Multiple Conditions >How to Create Validation Rules with Multiple Conditions. First create a formula field with return type Text and then update your formula. Create a checkbox formula the same way that you would create any other formula field in Salesforce. If field A = Yes and field B = Yes then field C = 1 If field A = Yes and field B <> Yes then field C = 2 If field A <> Yes and field B = Yes then field C = 3 If field A <> Yes and field B <> Yes then field C = 4 I dont know how to set a formula for field C to make it works, I try CASE, IF statement without any luck. Describe the limitations of formulas in conditions and actions. IF (AND (TEXT (Partner__c) = Partner 1,TEXT (Service__c) = Service 1, Annual_turnover__c * 0. How to use Excel If Statement with Multiple Conditions Range. How to use Else IF Condition in formula field?. We should be able to create Summary Formulas in Reports where we only Count/Sum/Avg, if a certain criteria is met (simmilar to the SUMIF, COUNTIF, formulas in excel). So, it’s possible to make a formula with proper syntax, but CPQ can’t handle it anyhow. and our core formula functions: IF, NOT, ISBLANK, AND, OR, TRUE, FALSE To get started, the easiest thing to do is tackle it one field at a time and, once that works, repeat the process to add in. Step 2 : Create a formula filed called X and Y Compare (Data Type is Text) Step 3 : Use the below code in the Formula Option. With the Row Level Formulas now available ( https://help. Step 2 : Create a formula filed called X and Y Compare (Data Type is Text) Step 3 : Use the below code in the. Also in last If condition you want to use = because if you get 1000 then none of your condition will be satisfied. Help And Training Community. Step 2 : Create a formula filed called X and Y Compare (Data Type is Text) Step 3 : Use the below code in the Formula Option IF ( OR ( Field_X__c > (0. How to Create Validation Rules with Multiple Conditions / Salesforce Platform Salesforce Support 28K subscribers Subscribe 49 Share 4. When you do this you can omit the IF function and use AND, OR and NOT on their own. How to Create Validation Rules with Multiple Conditions. com/_ylt=AwrEqeYEdlZkvoskg1VXNyoA;_ylu=Y29sbwNiZjEEcG9zAzMEdnRpZAMEc2VjA3Ny/RV=2/RE=1683416708/RO=10/RU=https%3a%2f%2fwww. For example, Situation 1: If column D>=20 and column E>=60. Select Formula and click Next. Use Basic Logic in Checkbox Formulas. For example: IF (FALSE, 0, IF. Multiple IF conditions in formula field Im writing a single formula field that should be the combination of all the following: IF (Days_before_Ren__c >0, (IMAGE (/resource/1438712699000/GreenBall, GreenBall)), IF (Days_Until_Expiration__c<=0, (IMAGE (/resource/1440024261000/Blackball, Blackball)),. This function checks whether a condition returns true. You will be familiar with most because they follow standard mathematics syntax. Create a checkbox formula the same way that you would create any other formula field in Salesforce. With the Row Level Formulas now available ( https://help. The IF statement is pretty easy to get a handle on. Insert Operator This opens a dropdown menu that lists operators, such as + (add), <> (not equal), etc. Name = MI Inside Sales Manager,. The formula must evaluate to a string value of either TRUE or FALSE, so an @IF statement is typically required: @IF ( your_condition ,TRUE,FALSE) If TRUE, this step, and any dependent step, will be skipped. Formulas for Conditions is used because of cross-object references (not shown in image below). We use the following steps: Select cell C2 and type in the below formula: =IF (B2>500000, Excellent, IF (B2>400000, Good, IF (B2>275000, Average, Poor))) Click Enter on the Formula bar. Here you can check multiple conditions where you can use Excel If statement. This logic can be applied using different Salesforce functions for various parameters or conditions within the Composer button URL. The IF () function is categorized under the Logical function and the syntax for this formula is IF (logical_test, value_if_true, value_if_false). When you constructed the price rule in the last unit, you made the first price condition evaluate the quotes AccountIndustry__c field. 1, IF (AND (TEXT (Partner__c) = Partner 2,TEXT (Service__c) = Service 2, Annual_turnover__c * 0. To evaluate multiple conditions with the OR logic, the formula is: =IF ( (B2>50) + (C2>50), Pass, Fail) Using IF together with other functions This section explains how to use IF in combination with other Excel functions and what benefits this gives to you. This allows a Composer button or link to perform different functions based on certain criteria, including the values of fields in Salesforce. How to do multiple if else statements in a formula field?. CONTAINS (0123456789, TextField__c) Will return true for TextField__c values such as 1,2,9,01,789, or any other substring of 0123456789. Multiple IF conditions in formula field Im writing a single formula field that should be the combination of all the following: IF (Days_before_Ren__c >0, (IMAGE. Formulate Your Conditions and Actions Learning Objectives After completing this unit, you’ll be able to: Construct price rules that use basic formulas in conditions and actions. Check formula syntax using core Salesforce tools. 1Picklist_Status = Activated, the return text should be A else null 2Picklist_Status = Sold, the return should be B else null 1Picklist_Status = ChangeofMind , the return should be C else null So these are 2 picklist fields that would update the formula field if a OR b is true. Formula problem with Multiple Condition. July 11, 2017 · Like 0 · Dislike 0 Veena Gopal. This allows a Composer button or link to perform different functions based on certain criteria, including the values of fields in Salesforce. when you create validation rules with multiple conditions you need to use these Operators let assumewe want Validates that the account Billing State/Province is a valid two-character abbreviation if Billing Country is CA or CAN. We can add several “IF” conditions if required similarly. Bookmarking Formula Operators and Functions documentation page would be useful too. if Company = WIL And (ShippingCountry = United States Or USA) then US elseif Company = WST And (ShippingCountry = United States Or US) then USA elseif ShippingCountry <> then ShippingCountry elseif Company = WIL then US elseif Company = WST then USA else end if if-statement salesforce crm Share. How to Create Validation Rules with Multiple Conditions / Salesforce Platform Salesforce Support 28K subscribers Subscribe 49 Share 4. The below IF () statement is perfect for a couple of levels higher, but CASE () can also be used, especially when multiple outcomes are possible. Row Level Formulas in Salesforce. 2, 0)) but I keep getting Syntax errors ( e. 95 THEN take those results and use them in this formula Result from Picklist * (HW__c + (SW__c *12)). From the Home tab, click Conditional Formatting > New Rule. DDJezE4fFDgmz0bYM- referrerpolicy=origin target=_blank>See full list on salesforceben. My formula is written to evaluate a Picklist Field and return a numeric value which is then inserted into the rest of the formula. Below is my formula: IF (AND (ISPICKVAL (ERP__c,QBO), Salesforce_required_for_Go_Live__c = FALSE),Opportunity_Close_Date__c + 10 +. If the fields are empty, the formula returns the value “0. I see in the comments that this is after. Salesforce is a powerful customer relationship management (CRM) tool, but it can be challenging to know how to use all of its features to your advantage. Generaly Multiple IF condtion will works like If Else method [syntax: If (condition,truevalue,falsevalue) -- > IF (condition,true, IF (condition,true,false)). Example #3 Suppose we wish to test a few sets of different conditions. IF (isTrue, then-thing, else-thing) If you want a nested condition, put that in the else-thing part. Creating a formula field using IF statement with Text return. It would look something like this. ” The formula returns a value of “1” for each field that contains a value and multiplies this total by fifty to give you the percentage of fields that contain data. In this case, the formula is checking to see if the first character of. When you constructed the price rule in the last unit, you made the first price condition evaluate the quote’s AccountIndustry. In the Salesforce Report Builder, you’ll find two different formula types: Summary Formulas and Row-Level Formulas. Go across multiple records. AnnualRevenue, IF (NOT (ISBLANK (Parent. You can use the same kind of logic in formulas with the NOT (), AND (), OR (), and IF () functions. Click Contact / Fields & Relationships and click New. For example, using the ADDMONTH() function in a price action results in yet another error message in the Quote Line Editor. I believe we can reduce the characters if we apply AND/OR. From the most simple to some of the most complex examples,. How to use an IF function in Salesforce - YouTube 0:00 / 2:01 AUSTIN How to use an IF function in Salesforce Salesforce Tips 339 subscribers Subscribe 9 Share 3. This function checks whether a condition returns true. We want to use multiple IF statements to assign a sales performance rating to each region based on their sales target achievement. Field Name populates automatically. Otherwise, if Logical Argument 2 is true, then return Value 2. Once you have located your field, use the “Insert” button to drop it into the formula. IF (isTrue, then-thing, else-thing) If you want a nested condition, put that in the else-thing part. Other non-dependent objects will still be processed. Select Formula as the field type. For some reason the formula is using 100 to minus record count for all rows. Below is my formula: IF(AND(ISPICKVAL(ERP__c,QBO), Salesforce_required_for_Go_Live__c = FALSE),Opportunity_Close_Date__c + 10 + Number_of_Subsidiaries__c, IF(AND (ISPICKVAL(ERP__c,QBO), Salesforce_required_for_Go_Live__c = TRUE), Opportunity_Close_Date__c + 19 + Number_of_Subsidiaries__c),. formulas for conditions?>How to resolve the error in flow formulas for conditions?. Can you try using the below formula. Replace the Name_Picklist_Field with the name of your picklist field api name. Now I also need to include in that formula a reference to the formula (text) field to check if the result is blank. While they sound similar, there are distinct differences between them! Summary Formulas go across multiple records, while Row-Level Formulas go across a single record. If it does, it will return the first value defined; otherwise, it will return the second value, for example, IF (RowCount > 4, WON:SUM, CLOSED:SUM). =70 Good: Between 60 & 69 Average: Between 41 & 59 Bad: <=40 Drag the formula to get results for the rest of the cells. If the fields are empty, the formula returns the value “0. Excel If Statement with Multiple Conditions Range >How to use Excel If Statement with Multiple Conditions Range. Multiple If Statements in Excel (Nested IFs, AND/OR) with Examples. Define Org-Level Help in Salesforce Classic; Create a Many-to-Many Object Relationship; Considerations for Object Relationships; Tips for Referencing Record Types in. =IF(AND(A3=Red,B3=Green),TRUE,FALSE). Name, App ),OR (Group__c = 9 ,Group__c=MIN,Group__c=TER,Group__c=CLO, Group__c=Closed) ),inactive,Active). =If (Marks>=40, “Pass”) 2) Nested If Statement Let’s take an example that met the below-mentioned condition If the score is between 0 to 60, then Grade F. Step 1 : Create two fields Field X and Field Y (Data Type is Number) in Account Object. CONTAINS (0123456789, LEFT (TextField__c,1)) To only match numbers 0-9, the compare_text length must equal 1. How to use an IF function in Salesforce. Construct price rules that use basic formulas in conditions and actions. Following are examples of some common nested IF (AND ()), IF (OR ()) and IF (NOT ()) statements. Some core Salesforce functions are not supported by CPQ, nor are global variables. IF (AND (TEXT (Partner__c) = Partner 1,TEXT (Service__c) = Service 1, Annual_turnover__c * 0. Below is the sample code of Validation Rules using IF condition - IF (MOD (TestNumber__c ,10) != 0, true, false) It basically checks if TestNumber__c field is not in multiple of 10 i. The IF statement is pretty easy to get a handle on. How to use an IF function in Salesforce - YouTube 0:00 / 2:01 AUSTIN How to use an IF function in Salesforce Salesforce Tips 339 subscribers Subscribe 9 Share 3. Thanks, Raj July 11, 2017 · Like 0 · Dislike 0 Guru Vemuru 1 Maharaj i tested but it is not working. How to Check Multiple Condition in Salesforce …. You can use the same kind of logic in formulas with the NOT (), AND (), OR (), and IF () functions. The IF function allows you to make a logical comparison between a value and what you expect by testing for a condition and returning a result if True or False. 1 Formulas are evaluated in order, which usually means from left to right. IF function with multiple conditions. That would look like IF (isTrue, then-thing, IF (otherTrue, other-thing, other-then-thing)) Use an external text editor. For some reason the formula is using 100 to minus record count for all rows. You will be familiar with most. 1 Asked by dipesh_9001 in Salesforce , Asked on May 4, 2023 We are migrating workflow rules to flows. The formula must evaluate to a string value of either TRUE or FALSE, so an @IF statement is typically required: If TRUE, this step, and any dependent step, will be skipped. Multiple IF conditions in formula field. For the example below, any student who received a test score greater than 80 will get Exceeds expectations , any. Analytics / Operational Reporting. com%2fsalesforce-formula-examples%2f/RK=2/RS=kJ5IFsmQy. This can be represented in a chart: Nesting two IF statements. Construct price rules that use basic formulas in conditions and actions. Otherwise you can also filter your report initially and then add a custom. Check the but skip this step if box and enter a formula to make this object conditional. That would look like IF (isTrue, then-thing, IF (otherTrue, other-thing,. First create a formula field with return type Text and then update your formula. Describe the limitations of formulas in conditions and actions. AnnualRevenue, ) Check if a Field Value Contains a Certain String. The IF function allows you to make a logical comparison between a value and what you expect by testing for a condition and returning a result if True or False. I am trying to make formula field for the salesforce field. If (ISPICKVAL (Name_Picklist_Field, contract type a),x,IF (ISPICKVAL (Name_Picklist_Field, contract type b),y,0)) and so on. Find it at the bottom of the column. If any of the situations met, then the candidate is passed, else failed. You can think of Summary Formulas as the column-based formula (where the formula result displays at the bottom of a column), whereas the Row-Level Formula result displays on the row itself. Once you have located your field, use the “Insert” button to drop it into the formula. Example: Average amount of all renewal opportunities in a report. Step 1 : Create two fields Field X and Field Y (Data Type is Number) in Account Object. This formula returns the result as given below: Excellent: >=70 Good: Between 60 & 69 Average: Between 41 & 59 Bad: <=40 Drag the formula to get results for the rest of the cells. Excel IF function with multiple conditions. How to make formula field for salesforce field?. Click New in the Field and Relationship section of the Object you decide on. Also in last If condition you want to use = because if you get 1000 then none of your condition will be satisfied. My Current Formula: IF (Placement__c. Otherwise you can also filter your report initially and then add a custom summary formula. Can you please test it properly. If you have any questions, or need help finding a particular help document, you can reach out to our Support Team for assistance. if ( ( AnnualRevenue > 10000) ,High, if ( ( AnnualRevenue > 1000) ,medium if ( ( AnnualRevenue <= 1000) ,low,))) Share Improve this answer. =IF (Something is True, then do something, otherwise do something else) So an IF. For some reason the formula is using 100 to minus record count for all rows. Use case and examples of the CONTAINS function. AND () The built-in AND ()function takes at least two arguments. 1, IF (AND (TEXT (Partner__c) = Partner 2,TEXT (Service__c) = Service 2, Annual_turnover__c * 0. The net result is that the first condition to be met will win. If you want to test data based on several multiple conditions then you have to apply both And & Or functions at a single point in time. Can someone please help me with this? Formula: IF ( AND (DoNotCall = False, ISPICKVAL (Status__c, Active), Owner. 9K views 7 months ago #Salesforce #SalesforceSupport. How to Check Multiple Condition in Salesforce Formula Field Step 1 : Create two fields Field X and Field Y (Data Type is Number) in Account Object. The IF function allows you to make a logical comparison between a value and what you expect by testing for a condition and returning a result if True or False. Since A and B are picklist fields you must use ISPICKVAL(field, value). You can just use the IF function with // like youre used to: IF (project_type__c == Billed // project_type__c == UnBilled, true, false) Note that if your field project_type__c is a picklist, you need to enclose them in a TEXT () function: IF (TEXT (project_type__c) == Billed // TEXT (project_type__c) == UnBilled, true, false) Share. Salesforce Field Calculation with Multiple Criteria. If the fields are empty, the formula returns the value “0. it will be true for the values : 0, 10, 20, 30, 40, 50, 60, 70,80, 90, 100 December 15, 2010 · Like 0 · Dislike 0 Pota Hi Pradeep. EGO have a picklist on meine Contracts objects, the the possible ethics are: contract type a, contract species b, contract type n, etc. How to Use Validation Rules in Salesforce (+ Examples). Conditionally Create or Update Records in Salesforce: Skip. All Formula Operators and Functions Record IDs and External IDs for External Objects in Salesforce Define an External Data Source for Salesforce Connect—Cross-Org Global Publisher Layouts Cross-Org Adapter for Salesforce Connect User Access to External Data in Salesforce Connect—Cross-Org Adapter. First create a formula field with return type Text and then update your formula. Basically it is saying IF Picklist = Low THEN 0. It’s easy to visualize this logic if we look at it in a table. Think of it as a 3 part function. if Company = WIL And (ShippingCountry = United States Or USA) then. 25*Field_Y__c)+Field_Y__c, Field_X__c< Field_Y__c, Field_X__c = 0, Field_X__c = 0 ), “Yes”, “No” ). 1 Formulas are evaluated in order, which usually means from left to right. htm&type=5 ), you can create a row level formula with the IF function and then aggregate on that formula. Think of it as a 3 part function. Else IF Condition in formula field?. and our core formula functions: IF, NOT, ISBLANK, AND, OR, TRUE, FALSE To get started, the easiest thing to do is tackle it one field at a time and, once that works, repeat the process to add in. When you constructed the price rule in the last unit, you made the first price. Explore the table of contents to the. Here is my formula below. Generaly Multiple IF condtion will works like If Else method [syntax: If (condition,truevalue,falsevalue) -- > IF (condition,true, IF (condition,true,false)). To evaluate multiple conditions with the OR logic, the formula is: =IF ( (B2>50) + (C2>50), Pass, Fail) Using IF together with other functions This section explains how to use IF in combination with other Excel functions and what benefits this gives to you. You can use the same kind of logic in formulas with the NOT (), AND (), OR (), and IF () functions. My formula is written to evaluate a Picklist Field and return a numeric value which is then inserted into the rest of the formula. Multiple IF AND picklist conditions for a formula. (IF(ISBLANK(Problem_Num__c), 0, 1) + IF(ISBLANK(Severity_Num__c ), 0,1)) * 50 Suggested Agent Prompts. IF (MailingLatitude<0, IMAGE (/resource/1438712699000/GreenBall. If statements can help you automate processes and make decisions based on. My formula is written to evaluate a Picklist Field and return a numeric value which is then inserted into the rest of the formula. com/articleView?id=reports_formulas_row_level_add. Formulas for Conditions is used because of cross-object references (not shown in image below). IF (AND ( BEGINS ( $Profile. Formula. In this case both conditions are true, so TRUE is returned. Next, select the Use a formula to determine which cells to format option, enter your formula and apply the format of your choice. Following are examples of some common nested IF (AND ()), IF (OR ()) and IF (NOT ()) statements. the condition is given below. Select Salesforce Applications (8025) Assignments Board (6639) Force. IF function – nested formulas and avoiding pitfalls. Examples of Advanced Formula Fields. 25*Field_Y__c)+Field_Y__c, Field_X__c< Field_Y__c, Field_X__c = 0, Field_X__c = 0 ), Yes, No ). Validation Rules, Dependent Fields, and Nested IFs, ANDs. This may or may not be possible depending on what else the formula field is referencing besides the lookup, but entry condition formulas do support traversing up the lookup chain directly. Below is my formula: IF(AND(ISPICKVAL(ERP__c,QBO), Salesforce_required_for_Go_Live__c = FALSE),Opportunity_Close_Date__c + 10 + Number_of_Subsidiaries__c, IF(AND (ISPICKVAL(ERP__c,QBO), Salesforce_required_for_Go_Live__c = TRUE), Opportunity_Close_Date__c + 19 + Number_of_Subsidiaries__c),. Formulate Your Conditions and Actions Learning Objectives After completing this unit, you’ll be able to: Construct price rules that use basic formulas in conditions and actions. 1 Answer Sorted by: 0 You have to use AND () condition and OR () condition to verify in If and based on the output you should assign the Active or Inactive. It returns true if and only if both arguments are true. Cohort_City__c =Online,RowCount - 100,RowCount - 45) In the simplest terms I need to have the offset column subtract from the record count based on multiple conditions. You can create the formula using nested if-else condition. Multiple IF conditions in formula field. jpeg, Blackball), IF (MailingLatitude<=0. Once you have located your field, use the “Insert” button to drop it into the formula. 1) Excel If Statement If you want to test a condition to get two outcomes then you can use this Excel If statement. The formula must evaluate to a string value of either TRUE or FALSE, so an @IF statement is typically required: @IF ( your_condition ,TRUE,FALSE) If TRUE, this step, and any dependent step, will be skipped. com/articleView?id=reports_formulas_row_level_add. Description =IF(AND(A2>0,B2<100),TRUE, FALSE) IF A2 (25) is greater than 0, AND B2 (75) is less than 100, then return TRUE, otherwise return FALSE. Formula Operators and Functions by Context. Repeat the process one more time (knock FALSE down a line or two, copy and paste our first formula, swap the fields around, add one last closing parenthesis after FALSE) and boom:. In Field Label, enter Do Not Contact. We should be able to create Summary Formulas in Reports where we only Count/Sum/Avg, if a certain criteria is met. The AND and OR functions can support up to 255 individual conditions, but it’s not good practice to use more than a few because complex, nested formulas can get very difficult to build, test and maintain. You can think of Summary Formulas as the column-based formula (where the formula result displays at the bottom of a column), whereas the Row-Level Formula result displays on the row itself. For example: IF (FALSE, 0, IF (FALSE, 1, IF (TRUE, 2, IF (FALSE, 3, IF (TRUE, 4, 5))))) The answer will be 2, because it was the first condition to be met. jpeg, GreenBall), IF (MailingLatitude<=0,IMAGE (/resource/1440024261000/Blackball. Below is the sample code of Validation Rules using IF condition - IF (MOD (TestNumber__c ,10) != 0, true, false) It basically checks if TestNumber__c field is not in multiple of 10 i. To evaluate multiple conditions with the OR logic, the formula is: =IF ( (B2>50) + (C2>50), Pass, Fail) Using IF together with other functions This section explains how to use IF in combination with other Excel functions and what benefits this gives to you. When you do this you can omit the IF function and use AND, OR and NOT on their own. As you see I am repeating same criteria with multiple IF Conditions. =IF (Something is True, then do something, otherwise do something else) So an IF statement can have two results. Formulate Your Conditions and Actions. Microsoft Support>Using IF with AND, OR and NOT functions. The net result is that the first condition to be met will win. When to use OR, AND, NOT while writing a validation rule. EGO want to system ampere formulas field where, If contract type a is selected, then the value from the formula arena can. if ( ( AnnualRevenue > 10000) ,High, if ( ( AnnualRevenue > 1000) ,medium if ( ( AnnualRevenue <= 1000) ,low,))) Share Improve this answer Follow. If statements are a key part of programming, and can be very useful in Salesforce. ” The formula returns a value of “1” for each field that contains a value and multiplies this total by fifty to give you the percentage of fields that contain data. Now the problem is that if the formula in the formula field contains a reference to a lookup, the error in referenced formula happens. Below is my formula: IF (AND (ISPICKVAL (ERP__c,QBO), Salesforce_required_for_Go_Live__c = FALSE),Opportunity_Close_Date__c + 10 + Number_of_Subsidiaries__c, IF (AND (ISPICKVAL (ERP__c,QBO), Salesforce_required_for_Go_Live__c = TRUE), Opportunity_Close_Date__c + 19 + Number_of_Subsidiaries__c),. Loading. This way we would be able to show the expected Revenue on Opportunities but only Sum if the opportunity stage is for instance WON. My Current Formula: IF (Placement__c. htm&type=5 ), you can create a row level formula with the IF function and then aggregate on that formula. Create a checkbox formula the same way that you would create any other formula field in Salesforce. The NOT function only takes one condition. Generaly Multiple IF condtion will works like If Else method [syntax: If (condition,truevalue,falsevalue) -- > IF (condition,true, IF (condition,true,false)). Salesforce If Formula With Multiple ConditionsThis function means: If Logical Argument 1 is true, then return Value 1. Multiple IF conditions in formula field. If field A = Yes and field B = Yes then field C = 1 If field A = Yes and field B <> Yes then field C = 2 If field A <> Yes and field B = Yes then field C = 3 If field A <> Yes and field B <> Yes then field C = 4 I dont know how to set a formula for field C to make it works, I try CASE, IF statement without any luck. 1Picklist_Status = Activated, the return text should be A else null 2Picklist_Status = Sold, the return should be B else null 1Picklist_Status = ChangeofMind , the return should be C else null So these are 2 picklist fields that would update the formula field if a OR b is true. Using the earlier Dates example, here is what the formulas would be. Situation 2: If column D>=15 and column E>=60. My Current Formula: IF (Placement__c. In Setup, use the quick find box to find the Object Manager.