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Hi need help creating a custom formula (currency) on Opportunity object:

 

Criteria

 

If Manager Forecast Category (picklist field) equals Commit or Probable or Reviewed then add the amount in the field Manager Forecast Amount if Manager Forecast Category (picklist field) equals Best Case then add 1/2 of the amount from the field Manager Forecast Amount. thanks
1 respuesta
  1. 11 dic 2020, 17:25
    Hi Violeta,

     

    Try this:

    Manager_Forecast_Amount__c*

    CASE(Manager_Forecast_Category__c,

    "Commit", 1,

    "Probable", 1,

    "Reviewed", 1,

    "Best Case", 0.5, 

    0)

0/9000