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How to calculate the opportunity ID in Excel?
(2) use below formula for second field and then multiply the opportunity sum by this field in Excel. Using your example below with 2 products, the rollup summary field returns a value of 2 and the formula field returns a value of 0.5 and at least solves your inflated sum values…
How to convert currency using Formula-Salesforce developer community?
In both SFDC Approval Process and Workflow, you can specify entry criteria as combination of Amount and Currency. If you have an Opportunity with Amount= EUR 9200, then this worklflow will be triggered, because EUR 9200 *1.1 =USD 10,120 . You need to sign in to do that.
Can you use USD as the organization currency?
You can use USD as the organization Currency and the user currency. As all amounts are automatically converted to the currency of the logged in user. When one creates an instance of a record of opportunity you can specify the currency of that record, and salesforce does the conversion internally.
How to select unique Salesforce opportunity ID in Excel?
Dear, I would like to be able to select something like the following criteria in a report: Salesforce opportunity ID is unique This criteria would make sure you never have 2 times the same opportunity in a report. Kind regards, Karen (2) use below formula for second field and then multiply the opportunity sum by this field in Excel.
How is an opportunity ID unique in Salesforce?
If we could have a criteria that says that a salesforce ID of the opportunity can only be in a report once. it would de de-duplicate and the opportunity would appear only once indeed avoiding a double count when you export to excel and sum the amounts. Every recordID is unique by definition.
Where to enter Amendment opportunity ID in Salesforce?
Finally, you can even tell CPQ which record type the new amendment opportunity should be. Just enter the Salesforce ID of the record type into the Amendment Opportunity Record Type Id field [3].
How often does an opportunity appear in a report?
My issue currently is that whenever a salesperson puts 2 products in an opportunity in any report on opportunities with products the opportunity appears 2 times. once with each product.