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  • S. Tisdale
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3 replies

Help with Custom Summary Formula to total Amount Converted from Sales Stage

I will admit that I'm relatively new to writing formulas for Salesforce but I just can't seem to get my head 'round why this isn't working

 

AMOUNT.CONVERT:SUM:IF(ISPICKVAL( StageName, "05a - Awaiting OEM Activation", "06 - Closed Won"))

 

I am trying to create a custom Summary Formula that will total the "Amount Converted" revenue from Opportunities with a Sales Stage picklist value 05a or 06.

 

When I try to validate the formula I get this:

Error: Field StageName does not exist. Check spelling.
I've tried a few different variants Opportunity.StageName, OpportunityStage, SalesStage, etc...  Whatever I try I always get the error that the spelling is incorrect or the field doesn't exist. 
Any help would be greatly appreciated.
3 replies

Help with Custom Summary Formula to total Amount Converted from Sales Stage

I will admit that I'm relatively new to writing formulas for Salesforce but I just can't seem to get my head 'round why this isn't working

 

AMOUNT.CONVERT:SUM:IF(ISPICKVAL( StageName, "05a - Awaiting OEM Activation", "06 - Closed Won"))

 

I am trying to create a custom Summary Formula that will total the "Amount Converted" revenue from Opportunities with a Sales Stage picklist value 05a or 06.

 

When I try to validate the formula I get this:

Error: Field StageName does not exist. Check spelling.
I've tried a few different variants Opportunity.StageName, OpportunityStage, SalesStage, etc...  Whatever I try I always get the error that the spelling is incorrect or the field doesn't exist. 
Any help would be greatly appreciated.