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This is as far as I can get. I dont know how to finish the formula to tell salesforce what to do if the record type = 012300000046MW. I want it insert the value in the amount field if the record type equals 012300000046MW.

 

(RecordTypeId = "0123400000046MW")"Amount"
12 answers
  1. Jun 2, 2017, 2:55 PM

    So you formula would be

    IF(RecordTypeId = "0123400000046MW", Amount, NULL)

     

    or better yet

    IF(RecordType.DeveloperName = "The_Name", Amount, NULL)

     

     
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