function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
JaneDoeJaneDoe 

Formula field for Opportunity owner role (at time of opp creation)

Is it possible to create a forumula field that will show the role the opportunity owner is in at the time of creating the opportunity?
 
What happens at our organisation is the sales reps move around quite a bit and will often move teams. We want to report on revenue for a particular team when the opp owner is still a member of the team.
 
What happens now is the historical fact they were in another team is lost. We have 400 users so it does take a bit to manage.
 
thanks, Jane
MSheridanMSheridan
Your formula would look like this: $UserRole.Name ( you can choose the role name or the role description) I think this is available in all editions but I'm not sure. I use the unlimited edition.