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:

• Altify Plan Status (type: Text; API Name: Altify_Plan_Status__c)
  Formula:
  IF( OR(ISBLANK( ALTF__Altify_Opportunity__c) , ISBLANK( TEXT(ALTF__Altify_Opportunity__r.ALTF__Opportunity_Status__c))), 'No Plan', TEXT(ALTF__Altify_Opportunity__r.ALTF__Opportunity_Status__c))

• Altify Reporting Amount (type: Currency; API Name: Altify_Reporting_Amount__c)
  Formula:
  Amount

• Altify Sales Process Status (type: Text; API Name: Altify_Sales_Process_Status__c)
  Formula:
  IF( OR(ISBLANK( ALTF__Altify_Opportunity__c) , ISBLANK( ALTF__Altify_Opportunity__r.ALTF__Sales_Process_Name__c)), 'No Sales Process', 'Has Sales Process')

• Altify T&I Status (type: Text; API Name: Altify_T_I_Status__c)
  Formula:
  IF(OR(ISBLANK(ALTF__Altify_Opportunity__c),ISBLANK(ALTF__Altify_Opportunity__r.ALTF__Active_Test_and_Improve__c)),"No T&I", ALTF__Altify_Opportunity__r.ALTF__Active_Test_and_Improve__r.ALTF__Status__c )