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I have a process building that upon stage marked as WON, will create a new record in a new object and copy some of the fields from the opp object.

 The problem I am having, is that if the opp object is saved with updated data (while already in the WON stage), the process builder will execute again and create a duplicate record in the new object.

 Is there a way to:

 

1) Prohibit the process builder from running if the opportunity is already WON

or

2) Detect a duplicate record in the new object and do nothing

 

Thank you,

 David

 

#Sales Cloud  #Automation

4 Antworten
  1. 26. Juli 2021, 14:07

    if the above solves your problem please mark it as Best Answer So as to close the thread and help other trailblazers what should they do if they encounter a similar problem,

     

    Regards,

    Happy Learning

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