Explain the case formula function.

387 Asked by AlGerman in Salesforce , Asked on Oct 6, 2022

Am trying to build a formula field with multiple IF conditions, so decided to go with Case function, below is the return statement based on the picklist value

0  Member
2  Member
3  Member
22 Only a Member if the "Date__c" field is not blank, otherwise Non-Member
23 Non-Member
27 Only a Member if the "Date__c" field is not blank, otherwise Non-Member
70 Only a Member if the "Date__c" field is not blank, otherwise Non-Member
80 Only a Member if the "Date__c" field is not blank, otherwise Non-Member
85 Non-Member
87 Only a Member if the "Date__c" field is not blank, otherwise Non-Member
90 Only a Member if the "Date__c" field is not blank, otherwise Non-Member
99 Member
So I created something like

CASE(TEXT(MDPKG__Status_Code__c),
'00', 'Member',
'02', 'Member',
'03', 'Member',
'99', 'Member',
'23', 'Non-Member',
'85', 'Non-Member',''
)

Couldn't Find a way to check those If conditions inside case function (Is it possible?) Should I use a different function ?

Answered by Amit raj

If function will work inside the case statement in formula

You can do like this:-

CASE( sa_nket__case_text__c , 

'00', 'Member', 

'02', 'Member', 

'03', 'Member', 

'99', 'Member', 

'23', IF( ISBLANK( sa_nket__text_field__c ) , 'Member', 'Non-Member'), 

'85', 'Non-Member','' 

)

Note:-

CASE formula functions cannot contain functions that return true or false. Instead, make true or false expressions return numbers such as:

CASE(1, IF(ISPICKVAL (Term__c, "12"), 1, 0),

 12 * Monthly_Commit__c,

 IF(ISPICKVAL(Term__c, "24"), 1, 0),

 24 * Monthly_Commit__c, 0)

Make your changes accordingly. Hope it helps you.

Explain the case formula function.

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