1 respuesta
You can do two things:
1) Create an APEX trigger that has the rules in it. Someone with APEX experience should be able to do this no problem.
2) You can create a Workflow Rule that would be be from Opportunity Product updating a field on Opportunity. Then you would have another Workflow Rule on Opportunity that would see this field change and then update the Account field.
I am guessing you only want this to happen when the Opportunity is won, correct? If that is the case then build that rule into #1. For #2 you would update the Opportunity no matter what when the product is added. Then on the Opportunity rule you would add the criteria of IsWon = True.
