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Topics#Data ManagementJanice Lerit の質問
Janice Lerit が「#Data Management」で質問
2015年11月10日 21:53

Can the 'Docusign Status' update the 'Quote Status' by using process builder? I am trying to avoid code since we have no in-house developer.

I already have the Docusign Status as a related list on the Quote object, also.

 

Thanks all for your help!
1 件の回答
  1. Jeff May
    2015年11月26日 15:08
    If you can create a Process that watches the DocuSign Status object, you can use an Update Records action to update the Quote that the DocuSign Status record is related to.
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