function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
CHANDRA KANTH KONDURU 10CHANDRA KANTH KONDURU 10 

Need help with Formula Field creation

Hi All,

The below mentioned fields are to be created in PROJECT(Custom Object)
     
    OBJECT                             DATA TYPE                                             VALUE                                            
1. Total Certified                        Number                       Equal to number of WON Opportunities associated with this project
2.Total Leads Generated            Look up (Number)        Equal to number of Leads. Can be calculated by adding up all the leads generated by the                                                                                 campaigns under this project.
3.Total Actual Balance                   Currency (Formula)      Total Actual Balance equals budget minus expenses for all completed Campaigns
4.Total Projected Closing Balance / Currency (Formula)  Total Projected Closing Balance equals Total Actual Balance minus all expenses for                                                                                         ongoing or future Campaigns
5.Total Delta                                Currency (Formula)   Total Delta is equal to Total Projected Closing Balance minus budget. (Total Delta can be                                                                                   a  positive or negative number)
6.Total Allocated Resources         Number                     Equal to the total number of Users who are owners of a campaign or a campaign task                                                                                       under this project.

Can anyone please help me with this.

Thanks,
Chandu



 
Brian FordBrian Ford
Are you asking how to create custom fields or how to write these formulas? If you want help with the formulas, try posting what you already have and we can work through it.
CHANDRA KANTH KONDURU 10CHANDRA KANTH KONDURU 10
I just need formulas. 
CHANDRA KANTH KONDURU 10CHANDRA KANTH KONDURU 10
Hi Brian,

Do you need any other details.
Venkat PolisettiVenkat Polisetti
It is very difficult to help you if you simply dump your requirements doc into this forum. We need more details. People simply ignore questions with no details.
  • Tells us if you have tried to write a formula and give us the formula text ( we can help you but cannot train you )
  • What is the type of relationship between Project and Campaigns, also tells us the parent
Thanks,
Venkat
CHANDRA KANTH KONDURU 10CHANDRA KANTH KONDURU 10
The main objective of the Project is to Plan Project(Custom Object) for every country and define milestone(Custom Object) for each project. Each milestone has Goal. Based on Project and milestone, Plan and execute marketing campaigns that generate demand for your product (Certification). Capture those leads through a variety of channels including the Web site.