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    How to create Formula Field on Opportunity in Salesforce?

    Posted by Elizabeth on August 10, 2018 at 9:31 PM

    Hi all- been a while since I constructed one of these and wanted to get some help- On the opp object, looking to create a formula field based on 2 fields- Amount & License_Period_months__c ( A number field type).

    Here's what I'm trying to accomplish:

    If

    License_Period_months__c = 12,  Amount

    If

    License_Period_months__c = 24,  Amount * 2 * .15

    If

    License_Period_months__c = 36,  Amount * 3 * .30

    I'm screwing up the IF statements here and getting errors. Can I get some advice on how you'd construct this to get the right amount? And would the field formula type be Currency? thanks!

    Avnish Yadav replied 8 years, 1 month ago 2 Members · 1 Reply
  • 1 Reply

  • Avnish Yadav

    Member
    August 14, 2018 at 8:27 AM

    Hello Elizabeth,

    My solution is:-

    IF(License_Period_months__c = 12, Amount, IF(License_Period_months__c = 24, Amount * 2 * .15, IF(License_Period_months__c = 36, Amount * 3 * .30, 0) ) )

    Thanks.

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