Hi, I have the following requirement:When an opportunity is created, add a checkbox "Existing". If Account type = prospect and no existing then type= New BusinessIf Account type= prospect and existing SSA then type = ExpandIf Account type= customer and then type = add-onCan I use formula field or workflow rule for this?Please let me know.Thank you
Hi pooja,No need to create multiple process builder you can achive this with single process builder.Can you please take a screen shot of your process builder so will tell you what you did wrong.Thanks
