如何为销售人员字段制作公式字段?

How to make formula field for salesforce field?

我正在尝试为 salesforce 字段创建公式字段。条件如下。

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

小道总是一个好的开始。我建议 Use Formula Fields and Advanced Formulas.
关于 Formula Operators and Functions 的文档页面也可能有用。

请记住,您必须使用字段 API 名称,而不是标签,因此它是 Company__c
如果 Company__c 不是选项列表字段:

IF( AND(Company__c = 'WIL', OR(ShippingCountry = 'United States', ShippingCountry = 'USA')),
    'US',
    IF( AND(Company__c = 'WST', OR(ShippingCountry = 'United States', ShippingCountry = 'US')),
        'USA',
        IF( NOT( ISBLANK(ShippingCountry) ),
            ShippingCountry,
            IF( Company__c = 'WIL',
                'US',
                IF(Company__c = 'WST', 'USA', '') 
            ) 
        ) 
    ) 
)

如果 Company__c 是您应该使用 ISPICKVAL(picklist_field, literal_value) 的选项列表字段,那么公式将是:

IF( AND( ISPICKVAL(Company__c, 'WIL'), OR(ShippingCountry = 'United States', ShippingCountry = 'USA')),
    'US',
    IF( AND(ISPICKVAL(Company__c, 'WST'), OR(ShippingCountry = 'United States', ShippingCountry = 'US')),
        'USA',
        IF( NOT( ISBLANK(ShippingCountry) ),
            ShippingCountry,
            IF( ISPICKVAL(Company__c, 'WIL'),
                'US',
                IF( ISPICKVAL(Company__c, 'WST'), 'USA', '') 
            ) 
        ) 
    ) 
)