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We have a request to split out the revenue on an opportunity to capture 2 or more different funding methods. ASO and Non-Refund with a possibility of a third. As it stands, these are currently being handled by adding separate Opportunities for each funding method as Funding method is a dropdown option. However, they now want 1 opportunity to capture multiple funding methods per opportunity. Here is how I was thinking of doing it:Add 4 new fields (I'd like to keep existing Est. Rev and Actual Rev the same as they may not always have a split + I don't want to mess with the historical data, existing dashboards, views, etc).1) ASO Est. Revenue2) ASO Actual Revenue3) Non-Refund Est. Revenue4) Non-Refund Actual RevenueUse business rules to hide and show fields based on a trigger option.The Close As Prompts - is it possible to modify them to add a new field? OR is it just easier to create a workflow to close the opportunity when the user chooses a specific prompt.We currently have a field called Oppty Status which allows the user to identify their end result. I have it set that when an opportunity is Close as Won, oppty status automatically flips to Closed-Sold and if Close As Lost, it flips to Closed-Dead. I could use similar workflow so that when the user updates the oppty status, it automatically closes the opportunity by passing the close as prompters. If I go this route, is it possible to hide the Close As buttons on the opportunity so I can ensure the users don't use them?Other work to be done would be:Update goal metrics to make sure new fields are captured under proper parent and child goals targetsAdd or update existing views to capture changes.Has anyone done something like this before?All feedback is welcome.Thanks in advance!
CaraMy only suggestion is to use js instead of business rules. You get more flexibility with js.
Also considering the fact that
Might as well learn js and skip the "translation".
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