I have a total of 4 fields where 3 of them must equal the 4th value. So...

$amount of 'Write-off' + $amount of 'Goodwill' + $amount of 'Customer' must equal what is shown in 'Exposure'

The rule should fire if the first 3 fields are not equal to the amount shown in the 'Exposure' field.

Any help in writing this formula is appreciated.

  • If you are new to writing formulas, you should definitely complete the Formulas and Validations module at Salesforce Trailhead, and also take a look at the Advanced Formulas module. Mar 9 '18 at 21:24
{writeoff} + {goodwill} + {customer} <> {exposure}

For a validation to fire, the formula must return TRUE .

  • Thanks, Brian...that did the trick! I will definitely review the Trailheads as recommended also. Very much appreciate your help! :-) Mar 12 '18 at 12:43

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