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.
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On the Calculation Rules home page or list views, click the rule name to display detailed information.
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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.
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You can clone one or more calculation rules.
To clone an existing calculation rule,
- Locate the rule you want to clone.
- Click
| Edit.
- 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.
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To delete a calculation rule that you no longer need:
- Locate the rule you want to delete.
- Click
| Delete. A warning message is displayed.
- Click OK to confirm the deletion. The record gets deleted.