I need to report on our opptys, and group by our Direct Vs. Indirect ones.
- Each oppty is either owned by an employee or a partner.
Each Account is either owned by an employee or a partner.
Which field can I use in the report to do that grouping?
partner accountis either Null (for internal) or has a value of the partner - I thought to use it within a bucket, but I can't, and don't want to add to the report new partners in the future - needs to be dynamic.
owner rolesame as with partner
profilesame - it can change in the future.
All three fields do not comply, as they can be calculated on the account only, and the account itself does NOT have a
partner account, only the Accont's Owner -> Account can have that.
- I want to create some formula field (text, number, any) that will be based on the Account Partner Field. However, I can't locate it in the Field Formula values.
This link, describes
partneraccount as a ready only (I know that)
Still, I am not able to access the read only field
PartnerAccount from any formula field.
The other option will be a field update, and workflow, don't want to go that path, wanted a simple solution.
I tried to use workflow rules and field updates. Added a checkbox:
Direct Sale that is updated by the
That created an issue, as the rule is based on the Account Partner Account (which is true most of the time) - But I need to test that on the Oppty - Owner. - And that is NOT available in the Criteria.
- so I am at square one.