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Topics#Data ManagementDomanda di Suren H
Suren H (W&B) ha fatto una domanda in #Data Management
6 mag 2020, 13:32

Automatically Associate a new Opp to a previous Event

Is there a way to automate a process when an Event already exists for a specific contact and then sometime later an Opportunity is created from that same contact.

 

I'd like to automatically update the Related To field of the Event (usually containing a specific word in subject line or related to the same contact) with the newly created Opportunity.
1 risposta
  1. Anil Vaddadi (AT&T)
    6 mag 2020, 13:36
    hi Suren

     

    you can create a process builder on opportunity object ,

     

    it invokes on opportunity creation

     

    which invokes a flow..

     

    this flow will pull the contacts and associated event which you can update the related to id with the opportunity you created and sent to flow as a input value.

     

     
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