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Topics#Sales And MarketingPregunta de Violeta Roshka
Violeta Roshka (Violeta Roshka) preguntó en #Sales And Marketing
19 abr 2018, 16:41

custom field

Hi, how can i create a custom field to capture the pevious Opportunity Stage? thanks for the help!
2 respuestas
  1. Amit Singh (PantherSchools)
    19 abr 2018, 16:56

    Hi Violeta,

    1. Create a Text Field on Opportunity
    2. Create a Process Builder on Opportunity and then Update the newly Create Field with below formula
    3. PRIORVALUE([Opportunity].StageName )
      Hi Violeta,Create a Text Field on OpportunityCreate a Process Builder on Opportunity and then Update the newly Create Field with below formulaPRIORVALUE([Opportunity].
    4. Immediate Action Update RecordsUser-added image
    5. User-added image

     

    Regards,

     

    Amit

     

     
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