I would like some help;
I have created a checkbox "invoiced" and I would like for when it is checked, it automatically changes the Stage of an Opportunity to "Project Closed" - which is an existing option from picklist.
Could anyone please assist how to set this up?
2 réponses
You can create a Process Builder for your requirement.
1. Go to Setup > Process Builder
2. Click New
3. Enter Process Name, the process starts when: A record changes
4. Add Object, Select Opportunity then when a record is created or edited
5. Add Criteria:
1. [Opportunity].Invoiced__c
Equals
Boolean
True
2. Opportunity.Invoiced__c
Is Changed
Boolean
True
Click Save
6. Add Action, select Update Records. Select the Opportunity that started your process.
7. Field: Stage
Type: Picklist
Value: Project closed
Lightning Process Builder
https://help.salesforce.com/articleView?id=process_overview.htm&type=5
Hope it helps!
