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Chris Welch (Traka) 님이 #Flow에 질문했습니다

I am looking to create a Daily rule to run and update any uncategorized closed/won opportunities with new or existing businesses.

 

New/Existing Business is a picklist (Type) and the difference is 

 

New = The 1st Opportunity that is Closed/won and Existing = Opportunities that have been closed 12 months after the 1st Opportunity was Closed/Won.

 

Is this possible via a Schedule Flow Trigger, if so how how can this be done?

답변 2개
  1. 2023년 5월 15일 오후 2:46

    Ive just tried 2 but doesnt seem to show the records account id

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