Altify Account Opportunity: Custom Fields

Note: this page lists custom fields which are not part of the core Altify package but are created by Altify's reporting package - if you are not installing the reporting package but are creating the Altify report types manually, the custom fields referenced will also need to be created.

Fields:

• Actual Opportunity Amount (type: Currency; API Name: Actual_Opportunity_Amount__c)
  Formula:
  IF (ALTF__Is_Potential__c = 0, Planned_Amount__c, 0)

• Planned Amount (type: Currency; API Name: Planned_Amount__c)
  Formula:
  IF ( ALTF__Opportunity_Type__c == 'Potential', ALTF__Amount__c, ALTF__Opportunity__r.Altify_Reporting_Amount__c )

• Potential Amount (type: Currency; API Name: Potential_Amount__c)
  Formula:
  IF (ALTF__Is_Potential__c = 1, ALTF__Amount__c, 0)

• Qualified Amount (type: Currency; API Name: Qualified_Amount__c)
  Formula:
  IF (ALTF__Was_Qualified__c, Planned_Amount__c, 0)

• Qualified Opportunity Type (type: Text; API Name: Qualified_Type__c)
  Formula:
  IF (ALTF__Is_Potential__c = 1, 'Potential', IF (ALTF__Was_Qualified__c, ALTF__Opportunity_Type__c + ' (Was Qualified)', ALTF__Opportunity_Type__c + ' (Not Qualified)'))