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Danny RossDanny Ross 

Process builder that divides amount and distributes to 12 monthly fields

I have been asked to help make sales lives easier but creating automation that spreads the amount between 12 monthly fields. So, for example, they have a margin of £1200 and that translate to Jan to be £120, Feb £120 etc.

I know that forecasts can do this but I have a custom object in my salesforce that is called financials where the users will input this information. 

My issue is if the user then decides that Feb, instead of £120 that want it to be £150. How can I change the total amount to reflect this? My issue is that the total amount is what is driving the distribution of the amount and if users change the monthly figure then how can that also change the source of the divided numbers?

Hope this makes sense?
Best Answer chosen by Danny Ross
Priyanka DadhePriyanka Dadhe
Hi Danny,

I think it is not possible with process builder as it requires calculation which can be done through coding via Trigger.

All Answers

Priyanka DadhePriyanka Dadhe
Hi Danny,

In revenue calculation, we need start date and end date. Based on this, we can calculate days and divide amount for each month accordingly. I think, it will be possible with trigger.
Danny RossDanny Ross
Hi Priyanka,

Thanks for your suggestion. Do you think there's another way away from triggers? Something that I can do with a process builder?
Priyanka DadhePriyanka Dadhe
Hi Danny,

I think it is not possible with process builder as it requires calculation which can be done through coding via Trigger.
This was selected as the best answer
Danny RossDanny Ross
Hi Priyanka,

Someone else something on those lines, I will investigate.

Thanks for your support