Skip to main content
Topics#Ask An ExpertFrage von Vinay Pillai
Vinay Pillai fragte in #Ask An Expert
14. Okt. 2013, 19:13

I want to use a Visual flow to make our sales team follow a stage based process for sales

Hey I am trying to create our company's custom sales process via Visual Workflows and would like to have it as stage buttons to start the workflow within our opportunities and also update the associated information. How can we do this?
3 Antworten
  1. David K. Liu (Google)
    15. Okt. 2013, 02:44
    Hey Vinay,

     

    This is definitely possible as I've implemented something similar in another object recently!

     

    Basically, you'll create a series of "screens" representing your steps.  You can drag fields and other information into each step.

     

    Also, you can add "decisions" to your flow to go down different screens depending on certain criteria.  I'm confident you'll build something great!!

     

    More info here: http://wiki.developerforce.com/page/Visual_Workflow

     

    Hope this helps!

     

    David
Antwort schreiben...
0/9000