• Roll-up RLI Product Category Values to Opportunity Multiselect

    We would like a field on our Opportunity record that reflects all of the Product Category values on related Revenue Line Items. For instance, for an Opportunity with 2 Revenue Line Items, if a "WP" Product Category was on 1 Revenue Line Item and "EC"…

  • Setting New Opportunity Revenue Line Item Assigned To and Teams

    When creating a new Opportunity (Opp), the Revenue Line Item (RLI) is also created at the same time. Currently, the RLI Assigned To and Teams are set to the values of the person creating the records, but we would like the RLI Assigned To and Teams to…

  • Calculating Revenue Line Item Likely Field Based On Other Field Values

    I was wondering if you can point me in the right direction for what I’m trying to do here… When a Revenue Line Item (RLI) record is created (either during Opportunity creation or otherwise), we want to set the RLI Likely field to a value equal to the…