Our team has created a field in Opportunity Product labeled Revenue Status to track if revenue is a Forecast (default), To Be Invoiced or Earned. Looking for a solution that will change the Revenue Status from "Forecast" to "To Be Invoiced" when the Opportunity Product Date is equal to or earlier than the actual date. (If the Revenue Status field is set to "Earned", the field is not changed.)
We subscribe to the Professional edition of Salesforce which appears to not include workflows.
Thanks in advance for any assistance this team can provide!
John
8 respuestas
Eric Praud (Activ8 Solar Energies) 
Forum Ambassador
Hi John,
You can use the process builder instead of workflows in the Professional edition:
https://help.salesforce.com/articleView?id=process_overview.htm&type=5
I would create a PB on Opportunity Products on creation and update
As the criteria, set it to Date Is null Boolean False AND Revenue Status Equals Picklist Forecast
Click Advanced>Yes
Set a schedule to 0 Days AFTER Date
Under the schedule, add a record update > The record that started the process
Find the Revenue Status - picklist - "To Be Invoiced"
Activate the process.
This will only work on Opp products created or updated after the process is activated. For older records, you could probably update them with a scheduled flow:
https://help.salesforce.com/articleView?id=flow_concepts_trigger_schedule.htm&type=5
