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Formula Fields in Recurring Calculating Off of Opportunity

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  • Formula Fields in Recurring Calculating Off of Opportunity

    I am trying to show on the opportunity what the total amount of the recurring pledge is. I am using a formula field and showing the total amount from the C&P Recurring object. The field I am using is CnP_PaaS__C_P_Recurring__r.CnP_PaaS__Total__c. This is working on about 90% of the recurring entries, but there are a couple that I am running into that have a different amounts in the formula than they have in the recurring object view. Is there a reason for this? And a work-around?
    Teri Walker
    [email protected]
    972-330-2945

  • #2
    Good day @Teri_Walker,

    May we have an order number and access to the account as well as the Salesforce Organization ID to review the issue you are discussing.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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    Comment


    • #3
      Absolutely. The Org ID is 00Dj0000000HLBF. The opportunity ID is 006j000000KqpiM. The formula field on opportunity that is rolling up differently than what is shown in the recurring is: C_P_Recurring_Total_Pledge__c. The formula is just showing this field from C&P Recurring: CnP_PaaS__C_P_Recurring__r.CnP_PaaS__Total__c. The C&P recurring ID in this example is 152899. And access has been granted.
      Teri Walker
      [email protected]
      972-330-2945

      Comment


      • #4
        Good day @Teri_Walker,

        We are reviewing the case but we have noticed that your client's instance does not have the latest release. Should we upgrade them while we are reviewing the case?
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Please do. Thanks.
          Teri Walker
          [email protected]
          972-330-2945

          Comment


          • #6
            Good day @Teri_Walker,

            The account has been updated to all the latest releases. Please double check.

            Now as for the Opportunity ID: 006j000000KqpiM

            Click image for larger version

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ID:	18898


            Your formula fields show:

            Click image for larger version

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ID:	18899


            May I ask what is the descrepancy you are observing. It seems like the values are identical.

            Perhaps we are missing the question. Would you elaborate a bit more.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              So total is "total paid"? What is the right field name for total commitment? that is the number I am looking for.
              Teri Walker
              [email protected]
              972-330-2945

              Comment


              • #8
                Good day @Teri_Walker,

                There is no field for total commitment as we handle unlimited (indefinite) recurring so the total commitment is meaningless. The following shows how we calculate the total commitment based on the number of recurring payments and each payment:

                Click image for larger version

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ID:	18904

                Please note that indefinite recurring (infinite) will not have a total commitment - we simply write in the field: Indefinite.

                Hope that makes sense. Let us know if we can be of any further assistance.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  That is the tidbit of information that I needed. Thanks for the help!
                  Teri Walker
                  [email protected]
                  972-330-2945

                  Comment

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