Here is the logic I want to use:
Prospecting 1%
Lunch Lead 4%
WebEx 5%
Quote Request 6%
Meeting 10%
Quote List (Budgetary) 25%
PoC/Evaluation 30%
Quote (Formal, Discounted) 35%
Negotiation/Review 40%
Verbal Approval 80%
Purchase Order 90%
Order Confirmation 92%
Order Delivered 99%
Closed/Won 100%
Closed/Lost 0%
Prospecting 1%
Lunch Lead 4%
WebEx 5%
Quote Request 6%
Meeting 10%
Quote List (Budgetary) 25%
PoC/Evaluation 30%
Quote (Formal, Discounted) 35%
Negotiation/Review 40%
Verbal Approval 80%
Purchase Order 90%
Order Confirmation 92%
Order Delivered 99%
Closed/Won 100%
Closed/Lost 0%
Is this the correct syntax to use? I can create one line with no errors but if I add multiple lines, I am getting errors.
This is currently what I'm trying to use but I get errors after the 2nd line.
AND (
ISPICKVAL( Status, "Prospecting"),
Probability = 1)
AND (
ISPICKVAL( Status, "Lunch Lead"),
Probability = 4)
14 answers
You can just use what Steve wrote and write it like this instead =
CASE(
Status__c,
"Prospecting",0.01,
"Lunch Lead",0.04,
"WebEx",0.05,
"Quote Request",0.06,
"Meeting",0.10,
"Quote List (Budgetary)",0.25,
"PoC/Evaluation",0.30,
"Quote (Formal, Discounted)",0.35,
"Negotiation/Review",0.40,
"Verbal Approval ",0.80,
"Purchase Order",0.90,
"Order Confirmation",0.92,
"Order Delivered",0.99,
"Closed/Won ",1,
"Closed/Lost",0,
0
) <> Probability
