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Shekhar S 18 How to check multiple condition( deal risk status) in Salesforce
1.If fees pending(formula(currency)) is more than 50% of total fees(Number) then deal risk status(text field) is High
2.If discount percentage(percentage) is more than 20% and in this case if fees is pending(formula(currency)) then deal risk status(text field) is MID
3.If no discount(percentage) is given and training completion date(Date field) is passed and fees is pending(formula(currency)) then deal risk status(text field) is Low
2.If discount percentage(percentage) is more than 20% and in this case if fees is pending(formula(currency)) then deal risk status(text field) is MID
3.If no discount(percentage) is given and training completion date(Date field) is passed and fees is pending(formula(currency)) then deal risk status(text field) is Low
Hi Shekhar,
As per your requirement, the best thing could be creating process builder which support multiple condition. See below for more detail :-
https://www.mstsolutions.com/technical/test-the-multiple-decision-criteria-with-process-builder/
Please mark it as the Best Answer so that it can help others in the future.
Regards,
Priya Ranjan
For 1. Create a new wfr and run the formula(not criteria) >>> fees paid by student <= fees finalised for student/2 . These 2 fields should have been created prior in the object.
For 2. Create a new wfr and run the formula>>> discount < 0.20 then deal risk status is medium
For 3- create a new wfr and run criteria>>> discount percentage equals (empty), training completion date less than TODAY , fees pending by student is not equal to (empty)