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LEAH Gus (Gus) asked in #Collaboration
Jan 7, 2021, 12:24 PM

formula field that uses one field from Campaign influence and one field from opportunity

We have a field on the Campaign Influence record that is accessed from the Campaign Influence related list on the opportunity. The field is named Influence. It inserts a percentage of the total of the opp. I want to create a field on that  campaign influence creation record so that the reps can put in a number instead of a percent and have Salesforce calculate the percentage and put that in the influence field. How do I do that?
1 answer
  1. Tanaya Girish Tamane (March of Dimes Canada)
    Jan 8, 2021, 12:24 PM
    Hey Leah Gustafson,

     

    For this create a number field on Campaign Influence

     

    so while the record creation user will input a number value in this field.

     

    Then create a Formula field with 'Percent' as return type on campaign influence object. Here you can put the formula to calculate the percentage as desired.

     

    While creating this formula:

     

    In your custom object, go to the relationship field and check its API name. it would be something like Account__c. then you can access the accounting field in the formula using 

     

    relationship name Account__r. so for account name, the expression would be Account__r.name

     

    Let me know if this answers your question and if you need further help on this. 

     

    Thanks,

     

    Tanaya
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