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MichaelE Cross-Object Formula
I am trying to create a cross object formula between Opportunities and campaigns...
Background:
I have created a lookup field between Campaigns and Opportunities to associate "won" opportunities with Campaigns.
I want to sum the budgets from those opportunities and place them on the Campaign page.
**If possible, I would also like to be able to take a fee% and calculate that into the budget to calculate Gross Profit.
I am having difficulty mapping fields between Opportunities and Campaigns.....which I was told could be fixed with a cross-object formula.
**Also note: I would only like to sum up opportunities that are associated with campaigns through lookup field....
Is this possible?
This seems kind of redundant, Opportunities already have a Primary Campaign Source lookup field that connects them to a Campaign. This field is standard, so it is already supported by SFDC Campains and Reports.
Is there a reason why you're creating a separate custom field?