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I have a field in the Opportunity section called Amount that was getting an Install charge from the standard products in the opportunity section. The problem is that now I've added a function to add a new product that is not in a price book, so for example if a we put 2 Standard products with install value of 100 and 1 non standard product with the value of 200 the custom field called Total_Value__c charge will be 400 but the Amount field will only show the values from a standard product (200).

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The Amount field is the one that pops up on forecasts so I need it to show the total value of both non-standard and standard products.
Does anyone know how to update that field automatically and possible change all the historic field to be updated ?

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A way to solve your issue is to create a workflow on the Opportunity Object that populates your field on updates/insert events. Afterwards you can use the dataloader to upload a list with all the opportunity ids so that the workflow would update all your historical data as well.

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  • I only did workflow formulas to send emails when a field is changed. How would I go about updating the fields ? – Greg Mar 29 '16 at 15:27
  • Create new rule - > Select the Object ( opportunity in your case) -> add the rule criteria - > save and next -> add workflow action of new field update , then you select the field you want to update and set it to the the value you want to update it with – Marc Zaharescu Mar 29 '16 at 15:31
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The Amount standard field on Opportunity is a bit tricky. Once you've added Products to your Opportunity, you will no longer be able to edit it.

A solution would be to create your own Roll-up Summary field to calculate the your own custom amount field. This will also calculate retro-actively, so you have 2 birds with one stone!

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  • Do you mean a roll up summary on a forecast tab ? My Total_Value__c (Total Installation cost) is a roll up from the standard and non standard installation charges. – Greg Mar 29 '16 at 15:24
  • @Greg Apologies, I didn't answer that part of your question. Since Winter '15, forecasting on custom fields is GA. See the release notes for more info. – nicolas Mar 29 '16 at 15:31
  • @Greg also bear in mind that you cannot use formula fields in the forecasting tab, as far as I'm concerned – Marc Zaharescu Mar 29 '16 at 15:34

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