• Soo Kim 16
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• Member since 2016

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Hi,
I need your help with the point calculation below.  How do I modify the formula so that when StageName is
Discovery should be 1 Point,
Consensus 1.5,
Evluation 1.5,
Justification 1.5,
Negotiate 1.5 ,
Won 1.5.
Currently, it's defaulting points on above stages to 1.

Below formula is working great but needed add additional stages to 1.5 points.

IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") && ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"), 0,
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,

IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,

IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,

IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,

IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,

IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,

IF(AND(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" ),
!ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"),
ISPICKVAL([Opportunity].Count__c ,"")), 1,
0))))))))
When an opportunity stage is Closed Won, an email is sent to desingated people using the workflow notification.
Now we like to build one step further.
Our company use Slack to communicate internally.
We would like to post win alerts on slack  "Sales Wins" channel when an opportunity stage is "Closed Won."

Where do I get the ID to add the slack channel ti send win alert?

Hi,
I would like to create "Age" field to know how long opportunity sits from creation date until move away to Stage 1.
When a new opportunity is created, it auto defaults to Stage 1 then statge 2 or more...

Is this possible?

To start off, I will need to create a formula (Number) field and I started tto write this but don't think it will accomplish what I am achiving for.

IF(IsClosed, CloseDate-DATEVALUE(CreatedDate), TODAY()-DATEVALUE(CreatedDate))

Hello,

I would like to track opportunity stage movement.
Opportunity Stages are 1 New ,2 Pipline,3 Best Case,4 Probable, 5  Commit ,7 Closed Lost, 7 Closed Won. (Picklist)

When a Stage is moved from 2 and to 3 or 4 or 5 or 6 or 7
Check "Stage Movement" Box

But when a Stage goes from 2 to 7 Closed Lost or Omited,
Not 2 || Closed Lost || Omitted
Not Check "Stage Movement" Box

Is this possible?
Hi,
I like using Lead Assignment Checkbox but I only want to check when "SDR" box is checked.
How do I do this?

Hi,
I have a Standard Lead Field in SFDC Rating.
Rating is a picklist field.

When converting a Lead, I would like this field to auto mapped to a Contact "Custom Field (Rating)"  - Also a picklist with same value on the Lead page.

I couldn't find "Mapping Fields" on the leads page when clicking on the button.

Can someone help?
Hi,
I need your help with the point calculation below.  How do I modify the formula so that when StageName is
Discovery should be 1 Point,
Consensus 1.5,
Evluation 1.5,
Justification 1.5,
Negotiate 1.5 ,
Won 1.5.
Currently, it's defaulting points on above stages to 1.

Below formula is working great but needed add additional stages to 1.5 points.

IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") && ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"), 0,
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,

IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,

IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,

IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,

IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,

IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,

IF(AND(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" ),
!ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"),
ISPICKVAL([Opportunity].Count__c ,"")), 1,
0))))))))
Hi,
I need your help with the point calculation below.  How do I modify the formula so that when StageName is
Discovery should be 1 Point,
Consensus 1.5,
Evluation 1.5,
Justification 1.5,
Negotiate 1.5 ,
Won 1.5.
Currently, it's defaulting points on above stages to 1.

Below formula is working great but needed add additional stages to 1.5 points.

IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") && ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"), 0,
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,

IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,

IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,

IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,

IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,

IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,

IF(AND(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" ),
!ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"),
ISPICKVAL([Opportunity].Count__c ,"")), 1,
0))))))))

Hi,
I would like to create "Age" field to know how long opportunity sits from creation date until move away to Stage 1.
When a new opportunity is created, it auto defaults to Stage 1 then statge 2 or more...

Is this possible?

To start off, I will need to create a formula (Number) field and I started tto write this but don't think it will accomplish what I am achiving for.

IF(IsClosed, CloseDate-DATEVALUE(CreatedDate), TODAY()-DATEVALUE(CreatedDate))

Hello,

I would like to track opportunity stage movement.
Opportunity Stages are 1 New ,2 Pipline,3 Best Case,4 Probable, 5  Commit ,7 Closed Lost, 7 Closed Won. (Picklist)

When a Stage is moved from 2 and to 3 or 4 or 5 or 6 or 7
Check "Stage Movement" Box

But when a Stage goes from 2 to 7 Closed Lost or Omited,
Not 2 || Closed Lost || Omitted
Not Check "Stage Movement" Box

Is this possible?

Hi,
I have a Standard Lead Field in SFDC Rating.
Rating is a picklist field.

When converting a Lead, I would like this field to auto mapped to a Contact "Custom Field (Rating)"  - Also a picklist with same value on the Lead page.

I couldn't find "Mapping Fields" on the leads page when clicking on the button.

Can someone help?