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Im new to Salesforce and am a bit stuck. Why is this Workflow not running:

    AND(
    ISPICKVAL(Opportunity.Owner.Price_Level_Type__c, "Sales Rep"), 
    IF(Sales_Rep_Price__c = Sales_Price__c >= 0, TRUE, FALSE)
)

The logic should be:

if Opportunity Owner has a Price Level Type picklist value of "Sales Rep" and the "Sales Price" currency value is greater than or equal to the "Sales Rep Price" value update the Status field to Approved.

What am I doing wrong?

  • Is it Active..? – EricSSH Jan 17 '17 at 21:29
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Your workflow will look like this:

AND(
    ISPICKVAL(Opportunity.Owner.Price_Level_Type__c, "Sales Rep"), 
    (Sales_Price__c >= Pricebookentry.Sales_Rep_Price__c)
)

Updated the answer based on your comment, since you were referring the formula.

|improve this answer|||||
  • Hi Santanu, both the Sales Price and Sales Rep Price fields are formula fields so I get a syntax error with the above – user3460379 Jan 17 '17 at 21:37
  • formula fields cannot be used in other formula fields – Santanu Boral Jan 17 '17 at 21:39
  • can you post how the Sales_Price__c & Sales_Rep_Price__c formula fields are displayed – Santanu Boral Jan 17 '17 at 21:41
  • Formula Options Data Type FormulaThis formula references multiple objects Decimal Places 2 PricebookEntry.Sales_Rep_Price__c – user3460379 Jan 18 '17 at 6:14
  • the formula field is: PricebookEntry.Sales_Rep_Price__c – user3460379 Jan 18 '17 at 6:15

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