Hi SF Community,
I've built a process builder which assigns Opportunities as either Inbound, Outbound, or Channel to better understand our Oppty lead source. For channel partner oppties, they are categorized as Inbound or Outbound for the first year assigned to close date (IE: signed Jan, 1 2017= inbound, Stays inbound till Jan 1,2018=Channel).
I am trying to build a formula where it pulls close date + 365 to then assign an oppty as channel after that time has passed, however I keep running into a workflow error message. Here's what I've built so far:
Any suggestions on which formula would make this process builder function?
best,
-Drew
1 个回答
Hi Drew,
The error you are receiving is most likely due to the use of First_Close_Date__c which is a field of Channel Partner(foreign object) in your criteria. In creating processes, when you use a field that is not from your starting object(Opportunity), you need to define such that the foreign object(Channel Partner) is not null.
https://help.salesforce.com/apex/HTViewSolution?urlname=Process-fails-with-The-flow-failed-to-access-the-value-for-example-because-it-hasn-t-been-set-or-assigned&language=en_US
Recommendation: On the very first line of your criteria, add [Opportunity].Channel_Partner__c ISNULL Boolean False
However, it appears that you would like to automatically assign the Opportunity with "Channel" without editting the record again after 365 days.
With your requirement, you would need a Time-based action instead of an immediate action. I don't have your full criteria, but here are my recommendations based solely on the requirements you've stated:
- Create your process on the Opportunity Object
- Evaluate when record is created and editted
- Add your criteria on the diamond box. From here, click on Advanced and check the box to activate time based workflows. No need to add Close Date + 365 here.
- Instead of immediate actions, go to Scheduled Actions and set schedule:
365 Days After <Select your Close Date here>
- Add your action to update your preferred field.
I hope this helps!
