Bucket Only Two Fields and All Data Remains the Same

JessicaS
JessicaS
in Card Building

I am attempting to bucketize only two data fields while leaving the other data with the same names. In this case, I'd like both lead sources that contain "Saleforce" to be in one bucket called Salesforce, I'd like the remaining lead sources to keep their respective names. When I use the formula at the bottom, it only buckets the Salesforce items and the remaining lead sources stay in an unnamed bucket. Please finish the formula at the bottom to prompt Beastmode to keep the remaining fields as they are.

 

Example:

Lead Source - Salesforce

Lead Source - Salesforce.com

Lead Source - Microsoft

Lead Source - Oracle

 

Formula:

CASE
WHEN `Lead Source Detail` like '%Salesforce%' then 'Salesforce'
End

Best Answer

  • Valiant
    Valiant 🔵
    Accepted Answer

    You almost had it. See small addition of ELSE statement below:

     

    CASE
    WHEN `Lead Source Detail` like '%Salesforce%' then 'Salesforce'
    ELSE `Lead Source Detail`
    End

    Hope that helps,

    Valiant

     

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