OK, my company wants to be able to set a minimum amount for each product in a picklist in opportunities.  So i know I need to write a validation rule I just don't know where to begin.  Would I use CASE or ISPICKVAL?  The idea is that each picklist value (product) would have a different minimum amount (amount).

Thanks

Lisa


Message Edited by AdminNewbie on 04-01-2008 10:53 AM

    I have written a formula to calculate commission however, the formula needs to use the total amount of opportunites won to be accurate.  How to i do this?  I am having trouble putting it into a summary formula field and if i put it into opportunites it only runs using 1 opportunity amount.

This is the formula:

IF ( MRR__c <800, 0,
IF ( MRR__c <1000, (MRR__c - 800) *1.25,
IF ( MRR__c <1200, (MRR__c -1000) *1.5+ 250,
IF ( MRR__c <1400, (MRR__c - 1200) *1.75 + 550,
IF ( MRR__c <1600, (MRR__c - 1400) * 2 + 900,
IF ( MRR__c <1800, (MRR__c - 1600) *2.25 + 1300,
IF ( MRR__c <2000, (MRR__c - 1800) *2.5 + 1750,
IF ( MRR__c <2200, (MRR__c - 2000) *2.6 + 2250,
IF ( MRR__c <2400, (MRR__c - 2200) * 2.7 + 2770,
IF ( MRR__c <2600, (MRR__c - 2400) *2.8 + 3310,
IF ( MRR__c <2800, (MRR__c - 2600) *2.9 + 3870,
IF ( MRR__c <3000, (MRR__c - 2800) *3 + 4450,
IF ( MRR__c <3500, (MRR__c - 3000) *3 + 5050,
IF ( MRR__c <4000, (MRR__c - 3500) *3 + 6550,
IF ( MRR__c <= 5000, (MRR__c - 4000) *3 + 8050, 0
)
)
)
)
)
)
)
)
)
)
)
)
)
)
)

ANy help would be much appreciated!!  This has really become a brain teaser for me :)

Ok, so I am a complete newbie to salesforce, started using as an administrator in early December.  I have managed setup until this point.

I have been asked by my boss to convert our extensive commission table into a formula so that sales reps can keep track of their commission on each opportunity and also as a grand total.  The commission table is fairly complicated with commission rate (%) changing for every $200 increase (or part thereof) in MRR (monthly recurring revenue) from $800 to $3000 and then by every $500 increase (or part thereof) from $3500 to $5000 and finally by every $1000 increase (or part thereof) after $5000!

Example:
(Com. = commission)

Installed MRR    Incremental MRR     Com. Multiplier    Incremental Com.    Total Com.
$800                       0                           0%                        0                              0
$1,000                   $200                     125%                    $250                         $250
$1,200                   $200                     150%                    $300                         $550
$1,400                   $200                     175%                    $350                         $900

The table goes on with different incremental MRR changes and commissions.

I am having to transfer this data into a mathmatical formula first, I assume, and then put it into a formula for salesforce, is this correct?

How would I write the formula with all these changes, it just seems very confusing??

Thanks for any help or encouragement, I really need it :)

    OK, my company wants to be able to set a minimum amount for each product in a picklist in opportunities.  So i know I need to write a validation rule I just don't know where to begin.  Would I use CASE or ISPICKVAL?  The idea is that each picklist value (product) would have a different minimum amount (amount).

Thanks

Lisa


Message Edited by AdminNewbie on 04-01-2008 10:53 AM

    I have written a formula to calculate commission however, the formula needs to use the total amount of opportunites won to be accurate.  How to i do this?  I am having trouble putting it into a summary formula field and if i put it into opportunites it only runs using 1 opportunity amount.

This is the formula:

IF ( MRR__c <800, 0,
IF ( MRR__c <1000, (MRR__c - 800) *1.25,
IF ( MRR__c <1200, (MRR__c -1000) *1.5+ 250,
IF ( MRR__c <1400, (MRR__c - 1200) *1.75 + 550,
IF ( MRR__c <1600, (MRR__c - 1400) * 2 + 900,
IF ( MRR__c <1800, (MRR__c - 1600) *2.25 + 1300,
IF ( MRR__c <2000, (MRR__c - 1800) *2.5 + 1750,
IF ( MRR__c <2200, (MRR__c - 2000) *2.6 + 2250,
IF ( MRR__c <2400, (MRR__c - 2200) * 2.7 + 2770,
IF ( MRR__c <2600, (MRR__c - 2400) *2.8 + 3310,
IF ( MRR__c <2800, (MRR__c - 2600) *2.9 + 3870,
IF ( MRR__c <3000, (MRR__c - 2800) *3 + 4450,
IF ( MRR__c <3500, (MRR__c - 3000) *3 + 5050,
IF ( MRR__c <4000, (MRR__c - 3500) *3 + 6550,
IF ( MRR__c <= 5000, (MRR__c - 4000) *3 + 8050, 0
)
)
)
)
)
)
)
)
)
)
)
)
)
)
)

ANy help would be much appreciated!!  This has really become a brain teaser for me :)