Managing Calculation Rules

The calculation rules list page displays a list of calculation rule details and views. From this page, you can view detailed information and access other related information.

  • Click a calculation rule name to view its details.
  • Click Edit to edit the calculation rule details.
  • Click New to create a calculation rule.
  • Click any column heading to sort the records using that column's data.
    • The Source Account column shows the account to which the calculation rule is applied.
    • The Period column shows the period in which the calculation rule is applicable.
    • In the Description column, you can store brief information important for this calculation rule.

For more information, see Viewing Custom Object Lists in the Salesforce Help.

On the Calculation Rules home page or list views, click the rule name to display detailed information.

To update a calculation rule, click | Edit and change the fields you want to update. When you have finished, click Save.

For a complete description of the standard fields that make up a calculation rule, see Calculation Rules Fields.

You can clone one or more calculation rules.

To clone an existing calculation rule,

  1. Locate the rule you want to clone.
  2. Click | Edit.
  3. Change the fields you want to update and click Clone. A new calculation rule is created with “Cloned” added to the calculation rule title. For example, Cloned GNA 10% of Adv.

To delete a calculation rule that you no longer need:

  1. Locate the rule you want to delete.
  2. Click | Delete. A warning message is displayed.
  3. Click OK to confirm the deletion. The record gets deleted.