I am trying to create formula field which will bucket based on the Amount in US $ currency.
If(Amount < 25000, "<25K",
If(Amount > 25000 && Amount < 100000, "25-100K",
If(Amount > 150000, ">150K", "100-150K")))
In the above example, I want to convert the Amount to US$ and then compare it.
if Amount > US$ 25000, then value should be 25 K..
if Amount > US$ 25000 && Amount < US$100000, , then value should be 25-100K"
Can anyone suggest a solution..
Best Answer
You could create a
Hierarchy Custom Setting
to store your conversion rates to then access in formula fields. Note that you'd have to create a rate per profile.Docs: Accessing Custom Settings -- one can only access Hierarchy Custom Settings in formula fields
Example:
Currency_Conversion
Rate
Formula: