@Kynn Harned (HII-FSG) @Kynn Harned (Customer) - re: your two questions from today's webinar:
1. How do you update a list box selection w/ Process Builder?
2. How do you update days past vs. today to determine a selection for listbox selection?
I am not sure what a listbox is. So do you mean a box on a lightning page with a list of some variety in it? Or do you mean a list view on an object (where you can check a box next to multiple items and then make a change to all of the items at once?) OR is it something entirely different and my brain is having a meltdown?
I was in the fantasyland... I suspected as much.
Is there something about the accounts that makes them army vs whatnot? I think
@John Borgenwas right about territories - whether it is proper salesforce territories or not. Any that I have done have been basic city/zips though - easily handled (we did have a Zone object for the sales people to refine the territories.)
I think a better way than 500 rules is to figure a way to get a piece of data that makes the account be army -then it can fill an oppty with whatever. Account name just seems like the wrong key. What if you have one account that goes to two managers? Army and Training? Or a name change?
If name is it, what about the case formula? Case(account name, Value of Name, value of other field,
Xx, "Training",
Yy, “army",
And so on until the end where you put the default
“Needs human”)
See attached for screens and a long version of case
