• susieb
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I'm new to salesforce and this is my first post.  Sorry if it is unclear or in the wrong section.  Here we go...
 
I have a custom userlookup field on Account.  The field is called technologysalesrep,   I want to change the "My Accounts" filter to use this new field,  ie. technologysalesrep= User.Id    I'm thinking it should be similar to the accessing fields of an S-Control "{!User.Id}".   Is there anyway I can to do this??
 
Ultimately, I would like to remove the entire Account ownership schema of Salesforce... Our company has multiple sales teams that do not have parallel territories or accounts.   So, in the end, I would like to have an individual ownership field for each team.  I already have the Triggers, objects, and apex classes to automatically handle the assignments.  But, it seems like it is going to be impossible to remove something like OwnerId.   Do you think OwnerId is to embedded into the salesforce logic to try and remove???
 
Or.... What would be totally great... is to be able to completely redefine what "My Account" means for each User.
 
Anyway, I'ld appreciate any help and input.   Thanks in advance!
  • September 26, 2008
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There's a deficiency somewhere, either in the way SFDC handles Product Line Items or in my knowledge of the app.  I hope it's the latter.
 
Here's the problem.  We want the ability to apply percentage discounts for each Opportunity Product selected within an Opportunity and have the Total Price per line item reflect that discount, then autopopulate the Opportunity Amount field with the sum of the line items.
 
Currently, line item Total Price calculates only the Quantity x Sales Price (with no ability to modify the formula), so I can't include the discount.  I have created custom formula fields at the Opty Product level to provide our "true" price, including the discount, but our sales team will have to manually add, then enter, the sum in a custom "True Amount" field in the Opportunity.  In the meantime, the standard Amount field will continue to reflect an incorrect Amount (which means that I'll also have to reconfigure every report that we use for pipeline data to pull in the new "True Amount" totals (that'll be fun.)
 
Short of Apex or S-Control programming, does anyone know of a workaround?  I find it difficult to believe that SFDC hasn't had this issue crop up before now.
 
Any help appreciated!!!!  Thanks!