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Topics#Data ManagementDomanda di Shaun Reporting
Shaun Reporting (Boody) ha fatto una domanda in #Data Management
20 mag 2020, 05:54

Add "First Opportunity Date" field on Product object

I need to add a custom field on the Product Object which brings in the first date that the product was added to an Opportunity. 

 

For example, this product (https://cdn.zappy.app/9eb1435e9a5872d2c38c51fc338f0253.png) CMBLMM. If this opportunity (https://cdn.zappy.app/91e5b5f784408c192f706f87da9636cd.png) was the first datetime that this product was added to any closed opportunity in my Salesforce instance, I'd like to populate the product field with this date 18/05/2020.

 

Is this possible?
1 risposta
  1. Amnon Kruvi (The Architech Club)
    20 mag 2020, 06:04
    Hi Shaun, 

     

    You would essentially need to create automation on the opportunity product object. I would try creating a process on Opportunity product that runs upon record creation, and checks whether the related product's first opportunity date field is empty. If it is, it would update the related product record and set that field to the formula value TODAY() 
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