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Formula Assistance

I have an If/Then formula that calculates a Referral Fee (represented by the 500 and 250 numbers in the formula below) by confirming a Treatment Start Date field is populated and if the Treatment Fee is greater than 650 or less than 400.

 

We  need to enhance this formula to reference the Lead/Source field as well, which is a pick list of options, two of which are KIND and KIND CO.

 

If either KIND or KIND CO are selected, this formula below would be true.  However, if any of the other 3 options are selected, this formula should put "0" instead of 250 or 500.

 

Here's the formula I have so far, can you help me?

IF(AND( NOT(ISNULL(Treatment_Start__c)),Treatment_Fee__c > 650),500, 
IF(AND( NOT(ISNULL(Treatment_Start__c)),Treatment_Fee__c > 400),250, NULL 

)

Trusted Contributor
Madhan Raja M
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Re: Formula Assistance

Try this formula:

 

IF(ISPICKVAL( LeadSource , 'KIND') || ISPICKVAL( LeadSource , 'KIND CO'),IF(Treatment_Fee__c > 400,500,250) ,0 )

 

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Madhan Raja M

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Re: Formula Assistance

That worked! Thank you Madhan. A far cleaner formula as well. Aaron