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Populating Opportunity field from a custom object
Hi All,
I have a requirement where I need to create a formula field on opportunity object which reefrs to other custom object.
Let me explain it in detail. I have a custom object called Booking quota which has booking amount for different users/Opportunity owners. It is like below one.Let say there are three opportunity user A, B, C.
My object Booking Quota has details like this:
Booking Quota
(Opportunity Owner) Amount
A $100000
B $120000
C $180000
Now I have these different opportunity owners on opportunity page. I want to create a formula on opportunity object field let say Booking Amount which populates $100000 if opportunity owner is A and $120000 in case of B.
Please tell me how this can be achieved.
Thanks
~Alok
Alok:
You need:
1. A lookup field on Opportunity to Booking Quota
2. A cross-object formula field to reference the lookup relationship Booking_quota__r.amount
Your trick will be how to default the value of the lookup field to the ID field of the Booking_Quota__c objectId. This is best done with an APEX trigger on Opportunity