5. Using Formula in workflow

4There are many functions to choose to do in the workflow. However, this documentation will be explained two specific functions, which are:

• VLOOKUP
• IF

VLOOKUP Formula

VLOOKUP function uses to retrieve a field value from the custom/standard object. You can use this function to look up for the value of the field if it is available in Salesforce. The result will be True or False base on the condition you set.

• Syntax: VLOOKUP(Standard/CustomObjectName,FieldToRetrieve,FieldCondition1,Condition1,FieldCondition2,Condition2,...)

To set condition for workflow, you can:

• Choose function and insert it into the Condition box by clicking on Insert Function button.
• Input the Source Fields and Operators
• Test Formula to see if the result.

IF Formula

IF function is used to check whether a condition is true and return one value if TRUE and another value if FALSE.

• Syntax: IF(logical_test, value_if_true, value_if_false)

To set the condition for workflow, you can:

• Choose function and insert it into the Condition box by clicking on the Insert Function button.
• Input the Source Fields and Operators
• Test Formula to see if the result.
• Checks whether a condition is true and returns one value if TRUE and another value if FALSE.