0

Hi I am very new to Salesforce. I'm trying to write a custom formula, stated below.

IF(FISCAL_YEAR:MAX=2015,
CASE(MONTH ( CloseDate ),
1,20000,
2,21000,
3,22000,
4,23000,
5,24000,
6,25000,
7,26000,
8,27000,
9,28000,
10,29000,
11,30000,
12,31000,0),
IF(FISCAL_YEAR:MAX=2014,
CASE(MONTH ( CloseDate ),
1, 32000,
2, 33000,
3,34000,
4,35000,
5,36000,
6,37000,
7,38000,
8,39000,
9,40000,
10,41000,
11,42000,
12,43000,0),0
)
)

I have checked the label name of Close Date field under opportunity, it shows CloseDate. but when I use the same in custom formula it shows error as

Error: Invalid custom summary formula definition: Field CloseDate does not exist. Check spelling.

Please help me on this.

Thanks.

1

1 Answer 1

0

For this type of case, you can create the Formula Field in Opportunity and Need to get the Month of CloseDate. And do with the following formula

IF(FISCAL_YEAR:MAX=2013,
CASE(Opportunity.Close_Month__c:MAX,
1,20000,
2,21000,
3,22000,
4,23000,
5,24000,
6,25000,
7,26000,
8,27000,
9,28000,
10,29000,
11,30000,
12,31000,0),
IF(FISCAL_YEAR:MAX=2014,
CASE(Opportunity.Close_Month__c:MAX,
1,32000,
2,33000,
3,34000,
4,35000,
5,36000,
6,37000,
7,38000,
8,39000,
9,40000,
10,41000,
11,42000,
12,43000,0),0
)
)

Refer the below link...

http://opfocus.com/use-salesforce-custom-summary-formulas-tto-track-target-vs-actual/

Hope this might helps...

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