I have 24 pairs of data combinations that originate from two pick-lists, lead source and sales type. I am trying to write a formula to display a particular rate based on these combinaties. For example:
If lead source = website & sales type = type 1 then the rate would be 0.05
As a possible solution, I was able to build another formula field thats value is the concatenation of the two fields then for the rate calculation I have a (large) case statement. However, it is >10,000 chars and thus inusable.
I'm trying to build a formula field to calculate amounts.
Amount Due = Membership Fee - Payments
Amount Due & Membership Fee are in a custom object, Member.
Payments are in another custom object, Transaction.
How do I:
1. Access the Payments field
2. Sum up all payments in a given year and subtract those from the membership fee?