recently our opportunity stage names changed in salesforce and I'd like to create a formula in alteryx to reflect the changes into the new oppty stage names based on the probability %. The ones in BOLD are the new names. how'd i go about doing that. thanks
Oppty_Stage | Oppty_Probability |
Closed Lost | 0.00 |
Diagnose | 30.00 |
Business Analysis/Assessment | 30.00 |
Product Presentation | 60.00 |
Relevance | 60.00 |
Quote | 80.00 |
Inspire | 80.00 |
Negotiation | 90.00 |
Validate | 90.00 |
Contract/Agreement | 99.00 |
Enable | 99.00 |
Closing | 99.00 |
Closed Won | 100.00 |
Contracted | 100.00 |
Hi @Cherkos12
There's no way to tell alteryx to look for bold formatting. Your best bet would be to have a table of old and new stage names and join it up: