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Example Workflow Automation: calculating commission for an Opportunity [video]


Michelle from Copper
Copper Employee
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Hi everyone. Here’s a how-to video on creating a Workflow Automation that calculates commission on an Opportunity.

Note: As of March 2022, Opportunities in the Copper left-hand menu is changing to Pipelines. Click here for more information.

 

For this one, you’ll need fields for commission % and the commission dollar amount. Those fields need to have Field Keys to reference in your Workflow Automation. Add a Field Key to an existing field by going to Settings > Customize > Manage Fields on Records > Edit Custom Fields. Or you can fill it in while you are creating that new field.

 

Here’s the Trigger and Action I used in this example:

The formula for this Action includes two variables:

  1. monetary_value  - this refers to the default Value field on an Opportunity
  2. cf_commission_percent  - this refers to the custom field we use to store Commission % on an Opportunity. In this case, the field key is commission_percent and because it’s a custom field we add the prefix cf_ 

 

If you have any questions please add them in the comments below.

 

Happy Workflow Automation-ing!

5 replies

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  • Engaged User
  • 28 replies
  • February 10, 2022

Hi Michelle,

 

I am setting up this automation on our deals (opportunities) and have run into a problem. The error says that commission % must be a whole number. Is there any way to work around this? Commissions are variable and are never a whole number for us. It keeps rounding up to 3 but that is inaccurate by about $2,000 in the below scenario.

 

What should I do?

 

 

 


Michelle from Copper
Copper Employee
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Hi @cae787, you can try using a Number field instead. Basically you’ll have to re-create your Percentage field as a Number field.

 

Let me know if you need more details :thumbsup:


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  • Inspirational User
  • 25 replies
  • December 29, 2022

Hi Michelle,

 

How do I find out the field names for each field as listed below? ex: monetary_value. Where in copper are these names shown?

Thanks,

Ruth


Michelle from Copper
Copper Employee
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Hi @ARCO! There is a full list of the default variables here (closer to the bottom of the page). Feel free to let me know if you’re looking for something specific. Thanks Ruth!


  • New Participant
  • 1 reply
  • March 9, 2023

Hi all, 

I’m following this process but receiving the error that my commission % value isn’t supported? 
 

I believe I’ve copied the formula exactly, can anyone assist? 

 

 


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