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Topics#Sales CloudPregunta de Christopher Pustizzi
Christopher Pustizzi (Self) ha preguntado en #Sales Cloud
16 ago 2021, 17:59

Field Name – Sales Commission formula field help

Formula Field Help:

 

Field Name – Sales Commission

 

  • IF Record Type is “0121500000100v9AAA” – has to always be this

 

Scenarios:

 

  1. IF Record Type is “0121500000100v9AAA” && Annual_Revenue_from_Account__c >= 5000000 && Renewal__c <> True && Stage <> Closed Won or Closed Lost 
    1. Set field – Sales_Commission__c to $750.00
  2. IF Record Type is “0121500000100v9AAA” && Sales_Commission__c > 750 && Renewal__c <> True && Stage <> Closed Won or Closed Lost 
    1. Keep field - Sales_Commission__c same as IS 
  3. IF Record Type is <> 0121500000100v9AAA && Stage <> Closed Won or Closed Lost 
    1. Sales_Commission__c IS BLANK
  4. IF Record Type is “0121500000100v9AAA” && Renewal__c = True && Stage <> Closed Won or Closed Lost 
    1. Sales_Commission__c IS BLANK
  5. IF Record Type is <> 0121500000100v9AAA && Annual_Revenue_from_Account__c < 5000000 && Stage <> Closed Won or Closed Lost && Sales_Commission__c <= 750 
    1. Sales_Commission__c IS BLANK
  6. #Sales Cloud
8 respuestas
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    16 ago 2021, 19:51

     Hello,  Does this replace the Not ISBLANK criteria you had before, if it does it would be something like this...  

    IF(Sales_Commission_Override__c > 750, Sales_Commission_Override__c,
    IF(RecordType.DeveloperName = "RECORD TYPE DEVELOPER NAME HERE" && Annual_Revenue_from_Account__c >= 5000000 && Renewal__c = FALSE &&  IsClosed = FALSE, 750.00,
    IF(RecordType.DeveloperName = "RECORD TYPE DEVELOPER NAME HERE" && Sales_Commission__c > 750 && Renewal__c = FALSE && Stage &&  IsClosed = FALSE,
    Sales_Commission__c, 0)))
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