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Topics#Sales And MarketingPregunta de Miriam Chiume
Miriam Chiume (Lightbox) preguntó en #Sales And Marketing
14 ago 2020, 07:41

Update Opportunity Field based on Opportunity Account's Historical Opportunities Stage

Hi - Hoping someone can help. We have a custom picklist field on the Opportunity object called Business Type which indicates whether we've done business with a particular client beforre. Picklist values = New, Existing. I'd like to create a process that automatically updates this field at the time of Opportunity Creation only, based on whether there's been any Closed Won opportunities from the Opportunity Account in the last 12 months. So the logic is something like this--- look up all Closed Opportunities under Opportunity Account that have Close Date within the last 12 months, and if Opportunity Stage = Won, set value for Business Type = Existing, otherwise, set value = New

 

How do I set this up?? Thanks in advance for your help!
3 respuestas
  1. Guy Keshet (TCS)
    14 ago 2020, 08:10
    your requriment can be achieved using flow builder.

     

    have a look at this trailhead module that explains how to build a flow: https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder

     

    in particular look at this example, which is similar (it looks up an existing contact rather then opp, but same idea): https://trailhead.salesforce.com/en/content/learn/projects/build-a-simple-flow?trail_id=build-flows-with-flow-builder
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