Apex Code Development You need to sign in to do that
Don't have an account?
Yashar SGJ Formula field for Account Rating
Hello,
I have a custom field namely Score and I want to display the standard 'Rating' which can be found in Accounts with the picklist (hot,warm,cold) based on this custom score field (Number field) in a formula field. I have problems coming up with right formula, just for example:
IF( Score__c>=2.5,hot,cold), so when the score is above 2.5 the Rating is shown as hot.
Is there a way of putting that with the Rating picklist into a formula to receive one these Ratings (hot,warm or cold) for an Account?
Or should I maybe consider doing this with a Validation Rule?
Thanks in advance :)
I have a custom field namely Score and I want to display the standard 'Rating' which can be found in Accounts with the picklist (hot,warm,cold) based on this custom score field (Number field) in a formula field. I have problems coming up with right formula, just for example:
IF( Score__c>=2.5,hot,cold), so when the score is above 2.5 the Rating is shown as hot.
Is there a way of putting that with the Rating picklist into a formula to receive one these Ratings (hot,warm or cold) for an Account?
Or should I maybe consider doing this with a Validation Rule?
Thanks in advance :)
You can achive this using process builder:
Please let me know if you need more information.
Thanks,
Vedashri
All Answers
As you wanted to update the rating field(standard) based on a custom field(score__c) technically it is not possible because formula field cannot update any pick list fields.Better you go for workflow rule(field update) and achieve the criteria.
Note: Validation rule helps only to validate the data,but in order to update the field it will not help you in achieving the requirement criteria.
Thanks & Regards,
Nagendra.P
9848950830
You can achive this using process builder:
Please let me know if you need more information.
Thanks,
Vedashri