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Topics#Data ManagementPregunta de Shruthi GM
Shruthi GM ha preguntado en #Data Management
3 dic 2018, 10:24

Process builder doubt!

I have a major doubt in creating process builder.

 

I have Products under Opportunities.

 

I want those Products to get populated under Orders when Opportunity is converted to Orders.

 

Can anybody please help me how to achieve this.

 

Thanks in advance.
1 respuesta
  1. Sunil Sarilla (M&G Investments)
    3 dic 2018, 10:34
    Hi Shruthi,

     

    Not with process builder alone, you will need to use flow along with the process builder.

     

    Please find the following link from Rakesh Guptas Blog which explains how to copy opportunity line items from an existing copy and adds to a renewal opportunity, the concept is similar except that you will be adding Order products for the Order
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