I am stumped on how to do this. I have a custom object called Pricing Table, what I need to do is when the Number of users is selected on the Opportunity object that it pulls the data from the following fields on the custom object, Base Price, Price Per User and User Price. I have User setup as a lookup field between the Opportunity and the custom object, but I can't for the life of me figure out how to populate the fields on the opportunity. I have tried making them formula's but I don't see the custom object. I am afriad I am going to need a trigger to do this as I can't see any other way to do it.
Thanks for your help!
4 réponses
Hi Eric,
You'll need a trigger to do it based on criteria (populate when number of users is not blank). You might be able to pull it off with a process builder, but I usually send it to developers for scenerios like this.
Is there a reason that you're not using standard Products? It seems like the Pricing Table may be like Product Line Items. It sounds like you only have one Product per Opp by the context. Is that correct? Thanks
