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Ankit Garg 117 Formula / Trigger to calculate products
Formula to calculate Products
Okay, so not sure how to frame this but I will try my best.
So we have a custom object called ''Banners''. (Imagine this as an advertising banner on the websites) see image. In the below image, ''Speciality'' is Cardiologist and ''Location'' is Bondi.
Second image will show you how does ''Banner'' object look like as a related list in my Salesforce instance.
Now the condition is - Any opportunity can have Maximum of 3 Banners in combination on specilaity and region. For example - we can only allocate/sell Cardiologist in Bondi Juntion only 3 times. Now this can be allocated/sell to any one Opportunity or 3 different opportunities.
Currently we maintain a spreadsheet to see what regions are empmty for what speciality. Ideally I want to achieve this from SF that if a user is allocating Cardiologist in Bondi junction (where it has already been allocated in this combination 3 times) user will be alerted. SO he/she will not sell any other Banner.
Reason - the screenshot is from our website and we can only list 3 banners.
Any help would be greatly appriciated.
Cheers
Okay, so not sure how to frame this but I will try my best.
So we have a custom object called ''Banners''. (Imagine this as an advertising banner on the websites) see image. In the below image, ''Speciality'' is Cardiologist and ''Location'' is Bondi.
Second image will show you how does ''Banner'' object look like as a related list in my Salesforce instance.
Now the condition is - Any opportunity can have Maximum of 3 Banners in combination on specilaity and region. For example - we can only allocate/sell Cardiologist in Bondi Juntion only 3 times. Now this can be allocated/sell to any one Opportunity or 3 different opportunities.
Currently we maintain a spreadsheet to see what regions are empmty for what speciality. Ideally I want to achieve this from SF that if a user is allocating Cardiologist in Bondi junction (where it has already been allocated in this combination 3 times) user will be alerted. SO he/she will not sell any other Banner.
Reason - the screenshot is from our website and we can only list 3 banners.
Any help would be greatly appriciated.
Cheers