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

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

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!