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Topics#Sales And MarketingFrage von Miika Groden
Miika Groden (Datadog) fragte in #Sales And Marketing
19. Mai 2015, 20:42

If opportunity is closed won... change account custom field?

Hello,

 

I'm trying to find a way to change a custom picklist field on the account level to "Paying Customer", when the opportunity associated with it is changed to Closed Won. 

 

I tried using the Process builder, but it would not let me update field on the Account Record when actions are taken on the opportunity.

 

Any help would be very much appreciated.

 

Thanks!

 

Miika
4 Antworten
  1. Steve Molis (You Owe Me a Beer, Inc.)
    19. Mai 2015, 21:08
    You should be able to do it in PB like Sunil posted.  

     

    Have you tried a Workflow Rule with a Field Update Action (like this)? 

     

    You should be able to do it in PB like Sunil posted. Have you tried a Workflow Rule with a Field Update Action (like this)?
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