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Bo Renaud
Need help with some Opportunity Formula fields
Hey everybody I'm new to writing formulas and I could really use some help with these 2 formula fields that I need to implement in my org. Any and all help would be greatly appreciated!
1. Write a formula field on the Opportunity Object that will show the value of the Opportunity.Amount field ONLY if the logged in user is the Opportunity Owner
2. Write a formula field that concatenates the Opportunity.Name, the Opportunity.Owner, and the Opportunity.Probability rounded DOWN to the nearest whole number.
1. Write a formula field on the Opportunity Object that will show the value of the Opportunity.Amount field ONLY if the logged in user is the Opportunity Owner
2. Write a formula field that concatenates the Opportunity.Name, the Opportunity.Owner, and the Opportunity.Probability rounded DOWN to the nearest whole number.
for 1st one : We can show value of oppty amount to logged in user if he's owner of that oppty. and we can't hide that field if he's not owner. Instead we can show as zero or some value as default. If you are using a visualforce page and controller, we can definitely achieve ur requirement - we can hide at the field level on the vf page.
IF( ( $User.Id = OwnerId ), Amount , 0)
for 2nd: some thing like below would do..!!
Name & Owner.FirstName & Owner.LastName & TEXT(FLOOR( Probability ))
Please mark this as answer if it helped u...!!!