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Hi SF Community,

I'm building a process builder where once an Opportunity goes Closed Won then I want an Account field to change from Prospect to Customer. Here's what I've built so far:

Update Account field once opportunity goes 100

User-added image

I am just trying to figure out how to map the related field to account type field. Any ideas?

 

best,

 

-Drew

 

4 réponses
  1. 2 janv. 2018, 13:54
    Hi Drew,

     

    Under the Select a Record to Update screen, just select the Account ID

     

    you will generally see two entries as below

     

    Account ID

     

    Account ID>

     

    Select the one without the chevrons i.e. Account ID , then you will see a section to Set new field values

     

     
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