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admin awadmin aw 

Cross Object Formula between User and Opportunity

There is a field on user object -Sales Rep Quota Category.It's a pickiest.

I need to create a field on the opportunity object. Opportunity owner is a standard field and is assigned automatically to the user who created the record. I want new field Sales Rep Quota Category ( one opportunity object) automatically assign value based on the value assigned to the opportunity owner on user profile.

Example- User  John Doe has Sales Rep Quota Category assigned as Category 1 on users profile.

Opportunity Company ABC is created by user John Doe.

Fields: opportunity owner-John Doe( automatically populated)

              Sales Rep Quota Category  pops up as Category 1( automatically assigned based on user profile data).


Any ideas would be helpful.



Steve :-/Steve :-/

Unfortunately you can't access those fields on the Opportunity.Owner(User) object via a cross-object formula or WFR.  You might want to try re-posting this on the Apex Board