Sample Discounting Formulas

For details about using the functions included in these samples, see Formula Operators and Functions.

Maintenance and Services Discount

This formula field uses two custom currency fields: Maintenance Amount and Services Amount. It displays “Discounted” on an opportunity if its maintenance amount and services amount do not equal the opportunity Amount standard field value. Otherwise, it displays "Full Price."

1IF(Maintenance_Amount__c + Services_Amount__c <> Amount, 
2"Discounted", 
3"Full Price")

Opportunity Discount Amount

This formula calculates the difference of the product Amount less the Discount Amount. Note that Discount Amount is a custom currency field.

1Amount -
2                    Discount_Amount__c

Opportunity Discount Rounded

Use this formula to calculate the discounted amount of an opportunity rounded off to two digits. This example is a number formula field on opportunities that uses a custom percent field called Discount Percent.

1ROUND(Amount-Amount* Discount_Percent__c,2)

Opportunity Discount with Approval

This formula adds a “Discount Approved” checkbox to an opportunity. It uses conditional logic to check the value of the approval flag before calculating the commission.

1IF(Discount_Approved__c, ROUND(Amount – Amount * DiscountPercent__c, 2), Amount)