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Topics#Data ManagementLeanna Cinquanta WIN.Global の質問
Leanna Cinquanta WIN.Global (WIN (We Ignite Nations)) が「#Data Management」で質問
2020年7月16日 14:58

How to auto-populate a contact multi picklist field based on an opportunity field to contact field

Hi, over in the forum, a gentleman tried very hard to help me do this in Process Builder but it has not yet worked... wonder if someone can take a look at it. I can't believe it is so diffiult to simply have Salesforce copy a picklist entry from an Opportunity reord over to a Contact record. That is all I want to happen... reason: I need the field to sync up to Mailhimp but mailchimp sf app only pulls contact records not opp records. 

 

I truly appreiate your help! 

 

Here is the previous string on trying to do it in process builer: https://trailblazers.salesforce.com/answers?id=9064S000000CjRFQA0
6 件の回答
  1. Leanna Cinquanta WIN.Global (WIN (We Ignite Nations))
    2020年7月23日 18:55
    Ok thanks! So in PB I have 

     

    1) Objet: "OPPORTUNITIES" - "when record is created or updated) >>

     

    2) Define critera for action group - Criteria Name: "Designation Picklist" (field in Opp obj)  >>Conditions are met :  [Opportunity].Designation_picklist__c    Is Changed...   Boolean... True >>

     

    3)  Immed Action: Update Record ... [Opportunity].Contact    No criteria—just update the records!  ... Set new field values for the records you update ....Field: Designation Picklist from Opp field (field in Contact obj)..... Type:  Fiel Reference....  Value: [Opportunity].Designation_picklist__c
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