Trying to work out the best way to go about this current problem/oppourtunity. My company uses Accounts for our franchises and on the Accounts we have a number of fields some of which relate to the franchise details for example: Franchisee Entity Name, Franchisee Contact, Guarantors, etc.
Now when the franchise transfers (e.g. sold to new owners) and these franchise details change what is the best way to record these details for historical purposes?
I have floated a few options and one of them is to move the fields to a custom object 'e.g. Franchise' but I wanted to know if its possibe to setup a button so when its clicked it could create a new record as essentially a copy of what the fields are before being updated to the new owners details.
Let me know your thoughts and any info from experiences with franchise structure in salesforce would be greatly appreciated.
Dean
6 Antworten
Hi Dean,
There are two ways to do this:
1. The way you are expecting, create a button and that would help you to get the record created. In this, a developer skillset might be needed.
2. Another way is, change a field on your franchise record, and use those criteria in a process builder to fire so that it can create a new record of that custom object for you. Process builder is a great way (point and click) to have these type of automation achieved. It can also create a new record when needed (as an action).
Please check the below link for your reference and know more about PB.
https://developer.salesforce.com/forums/?id=906F0000000kCtFIAU
Thanks
