I need help creating a custom formula field (currency) on Opportuty object.
Criteria:
If the field "Opp owner manager" (picklist) equals Adam or Mike or Steve then populate this field with the amount from the field "Manager Forecast Amount", if the "Opp owner manager" (picklist) equals Julie or Joe then populate with the amount from the field "Weighted Forecast". Thanks!
6 respostas
I think using the CASE function would work best - you just need to have a 'else' condidtion (if the Opp owner manager is none of the above). It would look something like this.
CASE(Opp Owner Manager,
"Adam', "Manager Forecast Amount",
"Mike", "Manager Forecast Amount",
"Steve", "Manager Forecast Amount",
"Julie", "Weighted Forecast",
"Joe, "Weighted Forecast",
else_result)
