We would like to automate the type field based on whether the primary contact has purchased from us in the last year.
I can't find a way to do that with workflow rules.
Is there another way?
1 个回答
As far as I know there is not a way to do this with simple workflow rules.
I can think of 2 ways.
1. Use trigger. Searching past purchases using SOQL and update type value depending on if past purchases are found.
2. Use process builder. One process to update associated primary contact as "purchased customer" (you need to add a custom field to hold this customer type or use standard status field.) when purchase was made. Another process to update type field of Opportunity depending on primary contact being a "purchased customer".
