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mibry Using formulas in opportunities
I am trying to create some formulas in opportunities. I want to set up some global variables that will be applied to all opportunities. e.g global variables will set for a minimum margin levels, minimum fees etc and within each specific opportunity a formula will determine if the opportunity meets our business objectives.
Can someone please tell me how I go about setting up global variables (e.g. set up a new custom tab?) and how I reference these variables from within the formula. NB I am a user not a developer, so please don't assume too much prior knowledge !!!
justajayneTo set minimum margin levels, minimum fees you may want to use validation rules here which restrict the acceptable value of a field. Setup --> customize --> choose object you wish to add the validation rule
I am confused by the second part of your message, but the steps above may be a good starting point.
Good Luck :)