I have created a Custom field on my Opportunity called 'Product Family Selection.' I would like to add the Product Family for the Opportunity Product to this field.
I created the following Workflow to accomplish this:
However, I am running into two problems that I need help with:
1. The Product Family Selection Custom Field only updates when I first add a Product onto the Opportunity. If I go back to add a new Product, it does not pull in the new Product Family for the product that was just added.
2. Is there a way to only pull in a Product Family once? For example, a rep may add 3 products all from the same Product Family, but I only want the Product Family to show up once and right now it is showing up three times.
Any help and/or feedback here would be greatly appreciated.
Best,
Boshra
답변 4개
Hi Boshra
Just a change in above approach. Lets proceed to create a formula field in the object "Opportunity Product" called Product Family with below formula:
PricebookEntry.Product2.Family
Now create a process builder( following screenshot):
Step 2: Define the First Criteria as follows:
Step 3: Define the first Immediate Action
Step 4: Define the second Criteria
I am updating the second comment with the final action screenshot.
