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Phillip MoseleyPhillip Moseley 

Need Help with Opportunity Product Formula

Trying to create a currency formula field that will sum all YR1 - YR6 Contract Values where the Product Family filed equals (CLM) and if the Opportunity Type equals new customer. If it is a “New Customer” and the CLM products do not total $30,000 in YR1 - YR6 , then will create and alert off this field if it's less than $30K.

Something like this: If Opportunity Type = New Customer and Product Family = CLM and the SUM of YR1 + YR2 +YR3 + YR4 + YR5 +YR6 then put the value of the sum of YR1 through YR 6 in this new field.

Thanks for any help in advance!

Phillip
 
Bhanu MaheshBhanu Mahesh
Hi try this

IF( (PricebookEntry.Product2.Family = 'CLM' &&  Opportunity.Type = 'New Customer') , YR1 + YR2 +YR3 + YR4 + YR5 +YR6 , null)

Regards,
Bhanu Mahesh
Phillip MoseleyPhillip Moseley
Bhanu, Thanks for this answer. At what Salesforce object would I need to create this new field? Opportunity, Quote, Quote Line Item, etc..?