I have a Roll Up Summary field on the Account which very simply rolls up the MAX CloseDate of the child Opportunities. This field is named Most_Recent_Opportunity_Date__c
I would like to create a new field at the Account level which shows "Days Since Last Opportunity". I have created a number field using the following formula:
TODAY()- DATEVALUE(Most_Recent_Opportunity_Date__c)
...but am getting the error: Error: Field Most_Recent_Opportunity_Date__c may not be used in this type of formula
What am I doing wrong and how can I solve this?
My next step after I've solved this is to create a dynamic field at the Account Level which displays the following Text based on the "Days Since Last Opportunity"
0-90 = "A"
90-120 = "B"
120-180 = "C"
180-365 = "D"
365+ = "E"
Would be greatly appreciative for some help with this follow up formula too if possible!
Thanks!
Shaun
2 réponses
You can't set a default value like this on a field.
Instead you need to create a Formula Type field(return-TEXT)on Account like this:
IF(TODAY()-Most_Recent_Opportunity_Date__c <= 90, "A",
IF(TODAY()-Most_Recent_Opportunity_Date__c <= 120, "B",
IF(TODAY()-Most_Recent_Opportunity_Date__c <= 180, "C",
IF(TODAY()-Most_Recent_Opportunity_Date__c <= 365, "D", "E"))))
