Salesforce If Formula With Multiple ConditionsAnalytics / Operational Reporting. This function means: If Logical Argument 1 is true, then return Value 1. =IF (Something is True, then do something, otherwise do something else) So an IF. =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. 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. 1, IF (AND (TEXT (Partner__c) = "Partner 2",TEXT (Service__c) = "Service 2", Annual_turnover__c * 0. 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 TRUE, this step, and any dependent step, will be skipped. 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. 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. 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. Some core Salesforce functions are not supported by CPQ, nor are global variables. Multiple IF conditions in formula field. 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. Using the earlier Dates example, here is what the formulas would be. 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. extra ")", and when I remove that it becomes extra ",", etc. AND () The built-in AND ()function takes at least two arguments. Example: Average amount of all renewal opportunities in a report. Multiple IF conditions in formula field I'm writing a single formula field that should be the combination of all the following: IF (Days_before_Ren__c >0, (IMAGE. First create a formula field with return type Text and then update your formula. My formula is written to evaluate a Picklist Field and return a numeric value which is then inserted into the rest of the formula. Also in last If condition you want to use = because if you get 1000 then none of your condition will be satisfied. Welcome to the FormAssembly Resource Center! We're currently working to improve and reorganize our documentation, so you may see some changes taking place over the next few days. if ( ( AnnualRevenue > 10000) ,'High', if ( ( AnnualRevenue > 1000) ,'medium' if ( ( AnnualRevenue <= 1000) ,'low',''))) Share Improve this answer Follow. 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 don't know how to set a formula for field C to make it works, I try CASE, IF statement without any luck. (IF(ISBLANK(Problem_Num__c), 0, 1) + IF(ISBLANK(Severity_Num__c ), 0,1)) * 50 Suggested Agent Prompts. Can you try using the below formula. Check formula syntax using core Salesforce tools. Create a checkbox formula the same way that you would create any other formula field in Salesforce. My Current Formula: IF (Placement__c. Generaly Multiple IF condtion will works like If Else method [syntax: If (condition,truevalue,falsevalue) -- > IF (condition,true, IF (condition,true,false)). July 11, 2017 · Like 0 · Dislike 0 Veena Gopal. Step 1 : Create two fields Field X and Field Y (Data Type is Number) in Account Object. Formulas for Conditions is used because of cross-object references (not shown in image below). When you constructed the price rule in the last unit, you made the first price. For some reason the formula is using 100 to minus record count for all rows. 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). For example, Situation 1: If column D>=20 and column E>=60. You can use the same kind of logic in formulas with the NOT (), AND (), OR (), and IF () functions. Here you can check multiple conditions where you can use Excel If statement. 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. Multiple IF conditions in formula field I'm 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 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. 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 don't know how to set a formula for field C to make it works, I try CASE, IF statement without any luck. Following are examples of some common nested IF (AND ()), IF (OR ()) and IF (NOT ()) statements. Go across multiple records. 2, 0)) but I keep getting Syntax errors ( e. Define Org-Level Help in Salesforce Classic; Create a Many-to-Many Object Relationship; Considerations for Object Relationships; Tips for Referencing Record Types in. In Setup, use the quick find box to find the Object Manager. 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. Formula. the condition is given below. Create a checkbox formula the same way that you would create any other formula field in Salesforce. How to Create Validation Rules with Multiple Conditions | Salesforce Platform Salesforce Support 28K subscribers Subscribe 49 Share 4. Once you have located your field, use the “Insert” button to drop it into the formula. 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. From the Home tab, click Conditional Formatting > New Rule. Replace the Name_Picklist_Field with the name of your picklist field api name. CONTAINS ("0123456789", LEFT (TextField__c,1)) To only match numbers 0-9, the compare_text length must equal 1. 1, IF (AND (TEXT (Partner__c) = "Partner 2",TEXT (Service__c) = "Service 2", Annual_turnover__c * 0. com%2fsalesforce-formula-examples%2f/RK=2/RS=kJ5IFsmQy. Name = "MI Inside Sales Manager",. When you do this you can omit the IF function and use AND, OR and NOT on their own. Basically it is saying IF Picklist = Low THEN 0. We want to use multiple IF statements to assign a sales performance rating to each region based on their sales target achievement. Think of it as a 3 part function. My formula is written to evaluate a Picklist Field and return a numeric value which is then inserted into the rest of the formula. When you do this you can omit the IF function and use AND, OR and NOT on their own. Here you can check multiple conditions where you can use Excel If statement. Formulas for Conditions is used because of cross-object references (not shown in image below). CONTAINS ("0123456789", TextField__c) Will return true for TextField__c values such as 1,2,9,01,789, or any other substring of "0123456789". 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. So, it’s possible to make a formula with proper syntax, but CPQ can’t handle it anyhow. IF (isTrue, then-thing, else-thing) If you want a nested condition, put that in the else-thing part. 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). IF (AND (TEXT (Partner__c) = "Partner 1",TEXT (Service__c) = "Service 1", Annual_turnover__c * 0. 95 THEN take those results and use them in this formula Result from Picklist * (HW__c + (SW__c *12)). Also in last If condition you want to use = because if you get 1000 then none of your condition will be satisfied. Next, select the "Use a formula to determine which cells to format" option, enter your formula and apply the format of your choice. Generaly Multiple IF condtion will works like If Else method [syntax: If (condition,truevalue,falsevalue) -- > IF (condition,true, IF (condition,true,false)). 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. IF (isTrue, then-thing, else-thing) If you want a nested condition, put that in the else-thing part. 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. AnnualRevenue, IF (NOT (ISBLANK (Parent. jpeg", "GreenBall"), IF (MailingLatitude<=0,IMAGE ("/resource/1440024261000/Blackball. 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). 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. It would look something like this. 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, formula's in excel). 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. =IF (Something is True, then do something, otherwise do something else) So an IF statement can have two results. Step 2 : Create a formula filed called X and Y Compare (Data Type is Text) Step 3 : Use the below code in the. The NOT function only takes one condition. If the fields are empty, the formula returns the value “0. 25*Field_Y__c)+Field_Y__c, Field_X__c< Field_Y__c, Field_X__c = 0, Field_X__c = 0 ), “Yes”, “No” ). IF (MailingLatitude<0, IMAGE ("/resource/1438712699000/GreenBall. The IF statement is pretty easy to get a handle on. 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). You can create the formula using nested if-else condition. if ( ( AnnualRevenue > 10000) ,'High', if ( ( AnnualRevenue > 1000) ,'medium' if ( ( AnnualRevenue <= 1000) ,'low',''))) Share Improve this answer. 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. 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. 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. IF (AND ( BEGINS ( $Profile. Other non-dependent objects will still be processed. Create a checkbox formula the same way that you would create any other formula field in Salesforce. Step 1 : Create two fields Field X and Field Y (Data Type is Number) in Account Object. 1 Formulas are evaluated in order, which usually means from left to right. 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),. You did so by choosing the right values for the Object and Field. If any of the situations met, then the candidate is passed, else failed. 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 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. For the example below, any student who received a test score greater than 80 will get "Exceeds expectations ", any. =IF(AND(A3="Red",B3="Green"),TRUE,FALSE). try this, you are missing the default if none of the conditions are true. 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. Can you please test it properly. It’s easy to visualize this logic if we look at it in a table. 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),. That would look like IF (isTrue, then-thing, IF (otherTrue, other-thing,. Construct price rules that use basic formulas in conditions and actions. Think of it as a 3 part function. htm&type=5 ), you can create a row level formula with the IF function and then aggregate on that formula. If you have any questions, or need help finding a particular help document, you can reach out to our Support Team for assistance. 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. For some reason the formula is using 100 to minus record count for all rows. If statements can help you automate processes and make decisions based on. With the Row Level Formulas now available ( https://help. First create a formula field with return type Text and then update your formula. If the fields are empty, the formula returns the value “0. Otherwise, if Logical Argument 2 is true, then return Value 2. DDJezE4fFDgmz0bYM-" referrerpolicy="origin" target="_blank">See full list on salesforceben. Situation 2: If column D>=15 and column E>=60. Otherwise you can also filter your report initially and then add a custom summary formula. 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:. Insert Operator This opens a dropdown menu that lists operators, such as + (add), <> (not equal), etc. From the most simple to some of the most complex examples,. I am trying to make formula field for the salesforce field. You will be familiar with most because they follow standard mathematics syntax. Can someone please help me with this? Formula: IF ( AND (DoNotCall = False, ISPICKVAL (Status__c, "Active"), Owner. 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. 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. 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. This function checks whether a condition returns true. 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. First create a formula field with return type Text and then update your formula. Describe the limitations of formulas in conditions and actions. I believe we can reduce the characters if we apply AND/OR. htm&type=5 ), you can create a row level formula with the IF function and then aggregate on that formula. If the fields are empty, the formula returns the value “0. We should be able to create Summary Formulas in Reports where we only Count/Sum/Avg, if a certain criteria is met. com/_ylt=AwrEqeYEdlZkvoskg1VXNyoA;_ylu=Y29sbwNiZjEEcG9zAzMEdnRpZAMEc2VjA3Ny/RV=2/RE=1683416708/RO=10/RU=https%3a%2f%2fwww. 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. When you constructed the price rule in the last unit, you made the first price condition evaluate the quote’s AccountIndustry. This allows a Composer button or link to perform different functions based on certain criteria, including the values of fields in Salesforce. Check the but skip this step if box and enter a formula to make this object conditional. If C is a text formula field:. Check formula syntax using core Salesforce tools. Select Salesforce Applications (8025) Assignments Board (6639) Force. This can be represented in a chart: Nesting two IF statements. 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. As you see I am repeating same criteria with multiple IF Conditions. 1 Asked by dipesh_9001 in Salesforce , Asked on May 4, 2023 We are migrating workflow rules to flows. 25*Field_Y__c)+Field_Y__c, Field_X__c< Field_Y__c, Field_X__c = 0, Field_X__c = 0 ), "Yes", "No" ). Now I also need to include in that formula a reference to the formula (text) field to check if the result is blank. You can use the same kind of logic in formulas with the NOT (), AND (), OR (), and IF () functions. Name, 'App' ),OR (Group__c = '9' ,Group__c='MIN',Group__c='TER',Group__c='CLO', Group__c='Closed') ),'inactive','Active'). 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. Example #3 Suppose we wish to test a few sets of different conditions. Since A and B are picklist fields you must use ISPICKVAL(field, value). 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. if Company = "WIL" And (ShippingCountry = "United States" Or "USA") then. AnnualRevenue, "") Check if a Field Value Contains a Certain String. The net result is that the first condition to be met will win. This allows a Composer button or link to perform different functions based on certain criteria, including the values of fields in Salesforce. AND () The built-in AND ()function takes at least two arguments. Multiple IF conditions in formula field. In the Salesforce Report Builder, you’ll find two different formula types: Summary Formulas and Row-Level Formulas. Following are examples of some common nested IF (AND ()), IF (OR ()) and IF (NOT ()) statements. I would suggest to spend some times on these trailhead: Use Formula Fields and Advanced Formulas. Click New in the Field and Relationship section of the Object you decide on. 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. Select Formula as the field type. You will be familiar with most. 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. Welcome to the FormAssembly Resource Center! We're currently working to improve and reorganize our documentation, so you may see some changes taking place over the next few days. ” 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. 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. That would look like IF (isTrue, then-thing, IF (otherTrue, other-thing, other-then-thing)) Use an external text editor. You can just use the IF function with || like you're 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. My Current Formula: IF (Placement__c. I see in the comments that this is after. 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 use the same kind of logic in formulas with the NOT (), AND (), OR (), and IF () functions. How to Create Validation Rules with Multiple Conditions | Salesforce Platform Salesforce Support 28K subscribers Subscribe 49 Share 4. Loading. In this case both conditions are true, so TRUE is returned. IF (AND (TEXT (Partner__c) = "Partner 1",TEXT (Service__c) = "Service 1", Annual_turnover__c * 0. 1 Formulas are evaluated in order, which usually means from left to right. From the Home tab, click Conditional Formatting > New Rule. Select Formula and click Next. Field Name populates automatically. com/articleView?id=reports_formulas_row_level_add. When you constructed the price rule in the last unit, you made the first price condition evaluate the quote's AccountIndustry__c field. 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. 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. We can add several “IF” conditions if required similarly. If (ISPICKVAL (Name_Picklist_Field, 'contract type a'),'x',IF (ISPICKVAL (Name_Picklist_Field, 'contract type b'),'y','0')) and so on. 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. Think of it as a 3 part function. For example, using the ADDMONTH() function in a price action results in yet another error message in the Quote Line Editor. With the Row Level Formulas now available ( https://help. The net result is that the first condition to be met will win. Here is my formula below. In Salesforce reports, there are two formulas that, if understood and used correctly, can enable you to build powerful reports using the standard Salesforce reports only. 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. This logic can be applied using different Salesforce functions for various parameters or conditions within the Composer button URL. Thanks, Raj July 11, 2017 · Like 0 · Dislike 0 Guru Vemuru 1 Maharaj i tested but it is not working. Describe the limitations of formulas in conditions and actions. Please help me out with the syntax. Explore the table of contents to the. Find it at the bottom of the column. In the Salesforce Report Builder, you’ll find two different formula types: Summary Formulas and Row-Level Formulas. Now the problem is that if the formula in the formula field contains a reference to a lookup, the "error in referenced formula" happens. In this case, the formula is checking to see if the first character of. For some reason the formula is using 100 to minus record count for all rows. In Field Label, enter Do Not Contact. Generaly Multiple IF condtion will works like If Else method [syntax: If (condition,truevalue,falsevalue) -- > IF (condition,true, IF (condition,true,false)). 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. 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. Once you have located your field, use the “Insert” button to drop it into the formula. This way we would be able to show the expected Revenue on Opportunities but only Sum if the opportunity stage is for instance WON. Click Contact | Fields & Relationships and click New. If statements are a key part of programming, and can be very useful in Salesforce. com/articleView?id=reports_formulas_row_level_add. It returns true if and only if both arguments are true. This function checks whether a condition returns true. The IF statement is pretty easy to get a handle on. ” 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. 9K views 7 months ago #Salesforce #SalesforceSupport. 95 THEN take those results and use them in this formula Result from Picklist * (HW__c + (SW__c *12)). For example: IF (FALSE, 0, IF. EGO want to system ampere formulas field where, If 'contract type a' is selected, then the value from the formula arena can. 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. Construct price rules that use basic formulas in conditions and actions. Below is my formula: IF (AND (ISPICKVAL (ERP__c,"QBO"), Salesforce_required_for_Go_Live__c = FALSE),Opportunity_Close_Date__c + 10 +. 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. My Current Formula: IF (Placement__c. IF (AND (TEXT (Partner__c) = "Partner 1",TEXT (Service__c) = "Service 1", Annual_turnover__c * 0. EGO have a picklist on meine Contracts objects, the the possible ethics are: 'contract type a', 'contract species b, 'contract type n', etc. 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. Otherwise you can also filter your report initially and then add a custom. Once you have located your field, use the “Insert” button to drop it into the formula. Bookmarking Formula Operators and Functions documentation page would be useful too. The below IF () statement is perfect for a couple of levels higher, but CASE () can also be used, especially when multiple outcomes are possible. 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. 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.