Hi,
I am trying to Round Robin Opportunities from 4 SDRs to 2 AEs. I put a field on opportunities that generates the numbers 0, 1, 2, and have tried to restrict that field to only generate a number of 1 or 2 when an SDR creates the opportunity and the opportunity is New Business.
This is the formula:
IF( AND( ISPICKVAL( Type , "New Business"), Partner_Deal__c = FALSE, $Profile.Name=='AE User' ) , MOD(VALUE(Opportunity_Number__c) ,2) +1, MOD(VALUE(Opportunity_Number__c) ,2) * 0)
Any ideas on how to make sure it returns a 0 on Partner Deals and AE generated deals?
Hi Matt, it looks like your Profile.Name == 'AE User' is the issue here. Try the following:
IF(
AND(
ISPICKVAL( Type , "New Business"),
NOT(Partner_Deal__c),
$Profile.Name <> 'AE User'
),
MOD(VALUE(Opportunity_Number__c) ,2) +1,
MOD(VALUE(Opportunity_Number__c) ,2) * 0
)
This formula should return 0 if:
- The opportunity is NOT new business.
- Or the opportunity IS a partner deal
- Or the profile IS NOT an AE User
Otherwise, it will return the Mod value
